SOW 19MX5626Q0004 Statement of Work 2026 Final.pdf

STATEMENT OF WORK

Spanish Language Instruction Services

U.S. Consulate General Monterrey, Mexico

BACKGROUND

The U.S. Consulate General Monterrey requires Spanish language instruction services for eligible employees and their eligible family members. This instruction supports the professional development of consulate personnel and enhances their ability to effectively perform their duties in a Spanish-speaking environment.

SCOPE OF WORK

The Contractor shall provide Spanish language instruction to approximately 5-20 students (need-dependent) at the U.S. Consulate General Monterrey. Instruction shall be delivered in-person at the consulate and may include both individual and group classes based on student needs and proficiency levels.

The Contractor shall provide all physical and digital materials required to facilitate learning, including but not limited to textbooks, workbooks, audio-visual materials, and supplementary resources.

COURSE OBJECTIVES

Course objectives shall be based on individual student needs and aligned with the proficiency levels established by the U.S. Interagency Language Roundtable (ILR) scale (available at: https://www.govtilr.org/Skills/ILRscale1.htm). The Contractor shall provide instruction at three proficiency levels:

Beginner (ILR 0 to 1) This course focuses on foundational grammar and vocabulary to assist students with basic work tasks and everyday experiences living in Mexico. Students will develop elementary speaking, listening, reading, and writing skills.

https://www.govtilr.org/Skills/ILRscale1.htm

Intermediate (ILR 1+ to 2+) This course focuses on improving professional fluency with the goal of helping students achieve an ILR language score of 2+. Instruction includes work-related vocabulary, professional communication skills, and topics relevant to students' individual job requirements. The course also addresses everyday situations to enhance quality of life in a Spanish-speaking environment.

Advanced (ILR 3 and above) This course focuses on achieving advanced professional fluency with the goal of helping students achieve an ILR language score of 3 or higher. Instruction equips students with sophisticated vocabulary and familiarity with complex topics related to contemporary Mexican society, politics, economics, culture, and current events. The course develops the ability to discuss abstract concepts and handle professionally demanding situations.

SPECIFIC REQUIREMENTS

1. Instructor Qualifications: The Contractor shall provide instructors who are native or near-native Spanish speakers with demonstrated experience teaching Spanish as a foreign language to adult learners. Instructors must be able to pass required security vetting.

2. Needs Assessment: The Contractor shall conduct initial assessments of each student to determine appropriate placement based on their level; this will help to develop learning plans.

3. Scheduling Flexibility: The Contractor shall accommodate consulate operational requirements and provide instruction during normal business hours (Monday through Friday, 8:00 AM to 4:00 PM local time).

4. Progress Tracking: The Contractor shall maintain records of student attendance and progress, and provide periodic progress reports to the Post Language Program Officer (PLO).

5. Class Formats: The Contractor shall provide both individual instruction (one-on-one) and small group classes (2-5 students) as requested by the Post Language Program Officer (PLO) or designee.

6. Facility Access: The Contractor's personnel must comply with all consulate security requirements and procedures for accessing the facility.

ESTIMATED QUANTITIES

The Government estimates approximately 5-20 students will participate in language instruction during the base year. Actual quantities may vary based on operational needs. This is an estimated quantity for planning purposes only and does not constitute a guarantee of work.

PERIOD OF PERFORMANCE

This contract includes one base year and four option years. The Government may exercise the option years at its sole discretion. Requests to schedule classes cannot be made outside of this period. This agreement does not guarantee that all funds will be utilized. The Contractor may only bill the United States Consulate General for the services rendered. This agreement does not oblige the United States

Consulate General to order any minimum number of services. Funds remaining on the funded document at the conclusion of this period will not be eligible for further use.

• Base Year: [Start Date] through [End Date] to be defined

• Option Year 1: [Date] through [Date] to be defined

• Option Year 2: [Date] through [Date] to be defined

• Option Year 3: [Date] through [Date] to be defined

• Option Year 4: [Date] through [Date] to be defined

PRICING STRUCTURE

The Contractor shall propose pricing based on the following structure:

1. Hourly Rates

The Contractor shall provide firm-fixed hourly rates for the following types of instruction:

• Group Instruction: $_________ per hour

Rates shall remain firm for the base year and four option years.

Example:

BASE YEAR Class Rate Table

Per hour 1 hour Class Rate

1 hour $

Option Year 1 Class Rate Table

Per hour 1 hour Class Rate

1 hour $

Option Year 2 Class Rate Table

Per hour 1 hour Class Rate

1 hour $

Option Year 3 Class Rate Table

Per hour 1 hour Class Rate

1 hour $

Option Year 4 Class Rate Table

Per hour 1 hour Class Rate

1 hour

2. Instructional Materials

The Contractor shall include the cost of all instructional materials (textbooks, workbooks, digital resources, etc.) in the hourly rate. No additional charges for standard instructional materials will be accepted unless specifically approved in advance by the Contracting Officer.

3. Session Length

Standard instructional sessions shall be 1 hour. The Contractor may propose alternative session lengths with justification.

4. Contract Type

This is an Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The Government does not guarantee any minimum number of instructional hours. The maximum value for the base year shall not exceed $10,000 USD. Maximum values for option years will be specified if options are exercised.

5. Ordering Procedures

Authorized Government personnel will request instruction by contacting the Contractor at least five (5) business days in advance. Orders will specify:

• Proficiency level

• Type of instruction (individual or group)

• Preferred date(s) and time(s)

• Number of hours requested

The Contractor shall confirm availability within two (2) business days of receiving the request.

6. Cancellation Policy

• Cancellations made more than 24 hours in advance: No charge

• Cancellations made less than 24 hours in advance: 50% of the scheduled session fee

• No-shows without notice: 100% of the scheduled session fee

Government operational emergencies are exempt from cancellation fees.

7. Payment Terms

Payment will be made in Mexican pesos (MXN) or U.S. Dollars (USD) via Electronic Funds Transfer (EFT) within 30 days of receipt and approval of a proper invoice. Payment currency will be determined at time of contract award and specified in the contract or purchase order.

8. Taxes

The Contractor shall identify all applicable Mexican taxes as separate line items on invoices. The U.S.

Government is generally exempt from Value Added Tax (IVA) under the Vienna Convention on Consular Relations; however, the Contractor should consult with their tax advisor regarding specific tax obligations.

9. Price Proposal Requirements

Offerors shall submit a complete price proposal including:

• Hourly rates for each type of instruction

• Basis on proposed pricing

• Any assumptions regarding instructional materials or other costs

• Proposed pricing for option years (if different from base year)

PLACE OF PERFORMANCE

U.S. Consulate General Monterrey

Avenida Alfonso Reyes 150, Valle, 66196

Cdad. Santa Catarina, N.L., Mexico

GOVERNMENT-FURNISHED PROPERTY

The Government will provide classroom space at the consulate for instruction. The Contractor is responsible for all other materials and resources.

POST LANGUAGE PROGRAM OFFICER (PLO)

The PLO for this contract is Rebecca Kelsay (KelsayRM@state.gov). The PLO is responsible for monitoring contractor performance and serving as the primary point of contact for technical matters related to this statement of work.

SUBMISSION OF INVOICES

INVOICING AND PAYMENT

The Government shall pay the Contractor full compensation for all the scheduled classes by the PLO – who will review to determine acceptation under this contract or order at a fixed-price rate. Invoices must be submitted after services have been delivered. The Contractor shall submit invoices monthly for services rendered during the preceding month.

Invoices shall include:

• Invoice number and date

• Contract number

• Period of performance covered

• Detailed breakdown of services provided (number of hours, class type, student names)

• Total amount due

Invoices shall be submitted electronically to MTRFacturas@state.gov

Payment will be made within 30 days of receipt of a proper invoice and verification of services. Payment will be made by Electronic Funds Transfer to the bank account provided by the contractor at the time of acceptance of a contract or purchase order.

QUALITY ASSURANCE PLAN (QASP)

This QASP is designed to provide an effective surveillance method to promote effective contractor performance. The QASP provides a method for the Post Language Program Officer (PLO) to monitor contractor performance, advise the contractor of unsatisfactory performance, and notify the Contracting Officer of continued unsatisfactory performance. The Contractor, not the Government, is responsible for management and quality control to meet the terms of the contract. The role of the Government is to conduct quality assurance to ensure that contract standards are achieved.

SURVEILLANCE

mailto:KelsayR@state.gov mailto:MTRFacturas@state.gov

The PLO will receive and document all complaints from Government personnel regarding the services provided. If appropriate, the PLO will send the complaints to the Contractor for corrective action.

STANDARD

The performance standard is that the Government receives no more than one (1) customer complaint per month. The PLO shall notify the Contracting Officer of the complaints so that the Contracting Officer may take appropriate action to enforce the inspection clause (FAR 52.246-4, Inspection of Services-Fixed Price (August 1996)) if any of the services exceed the standard.

MONITORING METHODS

The Government will monitor contractor performance through:

• Student feedback surveys

• PLO observation of classes (as appropriate)

• Review of progress reports

• Assessment of student proficiency gains

PROCEDURES

(a) If any Government personnel observe unacceptable services, either incomplete work or required services not being performed, they should immediately contact the PLO.

(b) The PLO will complete appropriate documentation to record the complaint.

(c) If the PLO determines the complaint is invalid, the PLO will advise the complainant. The PLO will retain the annotated copy of the written complaint for his/her files.

(d) If the PLO determines the complaint is valid, the PLO will inform the Contractor and give the Contractor additional time to correct the defect, if additional time is available. The PLO shall determine how much time is reasonable.

(e) The PLO shall, as a minimum, orally notify the Contractor of any valid complaints.

(f) If the Contractor disagrees with the complaint after investigation of the site and challenges the validity of the complaint, the Contractor will notify the PLO. The PLO will review the matter to determine the validity of the complaint.

(g) The PLO will consider complaints as resolved unless notified otherwise by the complainant.

(h) Repeat customer complaints are not permitted for any services. If a repeat customer complaint is received for the same deficiency during the service period, the PLO will contact the Contracting Officer for appropriate action under the Inspection clause.