-XGLFLDO:DWFK ,QF Tykowski, - Judicial Watch...03/1612011 09:40 AM Subject Contractual Packet for Dr. Betances' Event on April 13th Hello Michael: Please find attached the contract

Trykowski, Obtained via FOIA by Judicial Watch, Inc.

David - AMS

From: [email protected] Sent: Wednesday, June 29, 2011 3:09 PM To: Trykowski, David Subject: Cu ltura l Transformation Awareness Training for Agency Leaders Attachments: 20110628_Cultura1Transformation_S023424_SM.pdf

[This message was sent to Users' enrol led in the Cultural Tra nsformation Awa re ness Tra i n ing for Agency Leaders]

On behalf of the AMS Trai n ing Institute, tha n k you for e n rol l ing in the June 28 Cu ltura l Tra nsformation Awa reness

Tra i ning Event, held in the South Buil ding's Jefferson Auditorium.

The attached 86-page PDF document inc l udes four items:

1. Job Aid - How to Record Lea rning in Aglea m. (Use the Job Aid to se lf-record w hether you completed (or not) Cultura l Tra nsformation Tra i n i ng.

2. Presenter Slide Notes

3. "22 Books You Shou l d Read" 4. "Biographies a nd Memoirs You Shou ld Read"

Tha n k you,

Jerry Fernandez

AMS Agleam Administrator

Cultural Transformation: A dynamic workforce engaged, motivated, and prepa red for the future.

Secretary Vi lsack continues to focus on Cultura l Tra nsformation (CT) at USDA as one of his most importa nt goa ls as

Secretary. CT is defined as the process of creating a workplace where al l employees and customers a re treated with dignity a n d respect and provided the opportu n ity for success.

At AMS, CT is defined as: A dyn amic workforce engaged, motivated, and prepared for the future. We achieve CT when it

is simulta neously driven by top leade rship and exercised by each individual . Each of us has a role to play.

1

Johnson. Nathan D - APHIS Bernstein. Sue - AMS

Obtained via FOIA by Judicial Watch, Inc.

From:

To:

Subject: RE: Contractual Packet for Dr. Betances" Event on April 13th Date: Wednesday, May 25 , 2011 10:03:47 AM

Somebody has to enter a requisition for funding and, in genera l , the procurement office deals with

the contractor u ntil an award is made. When an IAS requisition is created please provide me the

number so I can ensure it is routed to me.

Thank you

From: Bernstein, Sue Sent: Wednesday, May 25, 20 11 7:56 AM To: Johnson, Nathan D (APHIS) Subject: RE: Contractual Packet for Dr. Betances' Event on April 13th

Hi Nathan,

I haven't completed any paperwork yet. I 'm picking up where we left off at our May 3 emai l communication. I haven't been through th is process before, so I look to you for guidance. Thanks!

Sue

From: Johnson, Nathan D (APHIS) [mailto:[email protected]] Sent: Tuesday, May 24, 2011 3:46 PM To: Bernstein, Sue Subject: RE: Contractual Packet for Dr. Betances' Event on April 13th

I 've never received a requisition to fund a tra ining sessions. If you entered one please provide me

with the requisition number so I can ensure it is assigned to me.

Thank you!

From: Bernstein, Sue Sent: Tuesday, May 24, 2011 2:36 PM To: Johnson, Nathan D (APHIS)

Subject: RE: Contractual Packet for Dr. Betances' Event on April 13th

Hi Nathan,

We a re working with Souder and Betances toward a June 28 training session at the Jefferson

Aud itorium.

Do you any add itional informa tion at this time?

Thanks,

Sue Be rn stei n

FOIA-AMS-02647-F: 000093

[email protected]


Program Manager for Management and Executive Development

Agricultural Marketing Service

Compliance and Analysis

AMS Training Institute

1400 Independence Avenue, S.W., Room 1217

Washington, DC 20250

Office: 202-720-1862 Fax: 202-720-9022

Email:

From: Johnson, Nathan D (APHIS) [mailto:[email protected]] Sent: Tuesday, May 03, 2011 12:42 PM To: Brown, BeverlyS; Bernstein, Sue Cc: Thorson, Margaret P (A PHIS) Subject: RE: Contractual Packet for Dr. Betances' Event on April 13th

Sue,

I am going to be out of the office from May 4th returning on the 10th. Provide me a list of training locations, dates (or a date range), and a point of contact for the contractor. Souder and Betances

will send out a travel form to the local point of contact which needs to be completed a couple of

weeks before the training date.

I'll process the modification when I return.

Thank you,

Nathan Johnson

From: Brown, BeverlyS Sent: Tuesday, May 03, 2011 11:04 AM To: Bernstein, Sue Cc: Nathan D Johnson (APHIS); Thorson, Margaret P (APHIS) Subject: RE: Contractual Packet for Dr. Betances' Event on April 13th

Sue,

Just spoke with Margie Thorson in Minneapolis. Because this is the same scope of work as A PHIS,

she feels the contract can be modified to add the AMS requirement. The contract specialist for this

procurement is Mr. Nathan Johnson. You may contact him at 612-336-3404.

Thanks,

Beverly Brown

FOIA-AMS-02647-F: 000094

sue.bernstejn@ams,usda.gov


From: Bernstein, Sue Sent: Tuesday, May 03, 2011 9:19 AM To: Brown, BeverlyS Subject: FW: Contractual Packet for Dr. Betances' Event on April 13th

Hi Beverly,

Thanks for taking a look at this. In case it's not included in these documents, APHIS has a contract

with this vendor for 14 training sessions at $6,700/each. Mike Colbert worked with Nathan

Johnson on the contract. Mike mentioned that the vendor has not renewed w/ GSA.

Talk to you soon,

Sue Bernstein







Office: 202 -720-1862 Fax: 202-720-9022

Email:

From: King, Ellen Sent: Monday, May 02, 2011 11:11 AM To: Bernstein, Sue Subject: FW: Contractual Packet for Dr. Betances' Event on April 13th

Here's the information Michael Colbert sent me regarding their contract with Dr. Betances. After

you've had a chance to review and, perhaps chat with Beverly Brown, let's discuss.

Thanks.

From: [email protected] [mailto:[email protected]] Sent: Friday, April 15, 2011 2:46 PM To: King, Ellen Subject: Fw: Contractual Packet for Dr. Betances' Event on April 13th

Good afternoon Ellen, Please find attached the preliminary contractual packet that we received for Dr. Betances, from Shawn Surber who is the contact person for negotiation and scheduling... I'm sure they will honor the price that we have contracted for, if you indicate we are in this together (MRP). We have not scheduled the bulk of the sessions at this time, because we were waiting for reaction and feedback from the session

FOIA-AMS-02647-F: 000095

michael colbert@aphis usda,gov

To cc

[email protected] www.betances.com


you attended before final scheduling. Let me know if you need anything else.

Thanks

Mike Colbert Special Assistant to the Deputy Administrator, MRPBS 4700 River Road, 38-01F Riverdale, MD 20737 Phone: 301-734-3161 Fax: 301-734-4938

" The Value of the Leader is directly proportional to the Leader's Values."

"What we value shapes our character and will ultimately define how we lead or whether we lead at all."

Our Daily Bread

----- Forwarded by Michael Colbert/MDIAPHIS/USDA on 04115/2011 02:22 PM -----"Shawn E. Surber"

03/1612011 09:40 AM Subject Contractual Packet for Dr. Betances' Event on April 13th

Hel lo Michael :

Please f ind attached the contra ct and forms for Dr. Betances' event on Apri l 13th. The

contract needs to be signed (un less there wi l l be a purchase order from your end) and the

forms need to be com pleted and returned to me at your earliest convenience. I have also

attached the A/V requ i rements for Dr. Betances' presentation.

I would appreciate you confirming receipt of this message and the atta chments. I wi l l send

the contract and forms for the April 28th event in a separate emai l . Thank you .

Cordial ly,

Shawn

Shawn E. Surber, Business Manager

Souder, Betances and Associates, Inc.

5448 N . Kimbal l Ave., Chicago, I L 60625

Phone: 773-463-6374 Fax: 773-463-0429

Emai l : Web:

FOIA-AMS-02647-F: 000096

Johnson. Nathan D -APHIS Shawn E. Syrber: Bernstein Sue -AMS; Daniel Serita -AMS Deloatch. Alena -AMS


From: To: Cc: Subject: Souder and Betances order for USDA AMS Update Date: Friday, June 101 2011 1:40:16 PM

I keep getting financial errors when approving this award. It likely has to do With trying to add an

AMS line item to an APHIS award. I've referred the issue to our HelpDesk and will keep you

informed of the progress.

Thank you,

Nathan Johnson

Contracting Officer

U.S. Department of Agriculture

Animal & Plant Health Inspection Service Direct: (612) 336-3404

FOIA-AMS-02647-F: 000097

Johnson. Nathan D -APHIS Shawn E. Syrber; Bernstein. SUe -AMS; Daniel. Serita - AMS Deloatch. Alena -AMS

AG-6395-l>-11-0460 Iralnlna AMS,pdf


From: To: Cc: Subject:Date:

Attachments:

Souder and Betances order for USDA AMS Mondqy, June 13, 201112.:35:40 PM

Attached is the award for USDA AMS training on June 29th, 2011. Please sign and return via email or fax (612-336-3550). Please coordinate with Sue Bernstein for performance and payment.

If you have any questions please do not hesitate to contact me.

Thank you,

Nathan Johnson

Contracting Officer

U.S. Department of Agriculture

Animal & Plant Health Inspection Service Direct: (612) 3.36-3404

FO!A•AMS-02647-F: 000098

]'" rAG I

r.AWARDI r· r 1

[".NAME \APHIS-MRPBS-A

INET/30

IAMS-C&A-EXECOFF-31C3

I FACILITVI

lb. r·

jAPHIS-MRPBS-ASD-

jAPHIS-INVOICE

r· ----------- OFFER

CODE

(2):

Program2523 Sub BOC (2):

INFORMATION CALL: JOHNSON

Obtained via FOIA by Judicial Watch, Inc.SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEM REQUISITION NU/ll!lER OF

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 3D 524749 4 2. CDNTilAIIT NO.

EFFECTIVE DATE ORDER NUMBER

G-6395-P-11-0460

SOLICITATION NUMBER ISSUE DATE

SOLICITATION

7. FOR SOLICITATION NATHAN

TELEPHONE NUMBER (Nacall r::tr:;ul/5) OFFER DUE DATEJl.OCAL TIME 612-336-3404

10. THIS ACQUISITION IS 0 UNRESTRICTED OR {1(i SET ASIDE: 100. OD %FOR:

D. ISSUEO BV

USDA APHIS MRPBS [gj SMALL BUSINESS LJEMERGING SMALL

BUSINESSASD Procurement Branch Butler Square, 5th Floor 100 N 6TH STREET MINNEAPOLIS MN 55403

11. DELIVEllVfORFOB DESTINA- 12. DISCOUNT TERMS TION UNLESS PLOCK IS MARKED

Osee SCHEDULE 15.llEl.iVERTD COCE

USDA AMS C&A RMB Roam 120 5 South Building1400 INDEPENDENCE AVE., SW WASHINGTON DC 20250

170. CONTRACTOR/ CODE 363743331OFFER OR CODE

SOUDER BETANCES AND ASSOCIATES 5448 N KIMBALL A V E 363743331 A CHICAGO IL 606254620

TELEPHONE NO. 017b. CHECK IF RliMITI/\NCe IS DJFFEAENT AND PUT SUCH ADDRESS IN OFFER

19. 20. ITEM NO. SCHEDULE OF SUPPLIESISERVICES

Tax ID Number: 36-3743331 DUNS Number: Nat Available Cultural Transformation Tra ining Delivery: 06/28/2011 Accounting Info:

l/AlCS: 541611 0HUBZONE SMALL OsoLE souRcE BUSINESS

517.E STANDARD' 0 SERVICE·DISABLED VETERAN· DntAJ

$7.0 OWNED SMALL 13USlllESS 1Jb.RATING

D , .. THIS CONTRACT IS A RATED ORDER UNDER DPAS 115 CFR 100) 1 a. METljOD OF SOqCITATION

0RFQ OIFB 0RFP IB. l\DMINISTERED SY CODE

USDA APHIS MRPBS ASD Procurement Branch Butler Square, 5th Floor 100 N 6TH STREET MINNl'd\POLIS MN 55403

!Uo. PAYMENT W1lL BE MADE BY CODE

Send two copies of the invoice

(1) Sue Bernstein [email protected]

(2) Alena Deloatch [email protected]

Washington DC 20250

1Db. SUBMIT INVOICES TO ACDAESS SHOWN JN BLOCK ID• UNLESS BlOCK BELOW rs CHEC. ED Osee ADDENDUM

21. 22, 23. 24. QUANTITV UNIT UNIT PRICE AMOUNT

02.ZZ.ZZ.ZZZZZZ.ZZZZZZZ.ZZ.ZZZZZZZ.ZZ.895500001.25 23.ZZ.ZZZZZZZZ.ZZZZ Agency Code ( 4) : 02 Code (25): 895500001 BOC:

Org (7): zz

Cast SubJab Codezzzzzzz zzzzzzzz(8):Cast Org (2): ZZ Budget Yr Start Continued . . .

ZZ Budget

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING ANO APPROPRIATION DATA TOTAL AWARD AMOUNT (For Govt. Use Only} See schedule $7,603.00 021a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA 0 ARE 0 ARE NOT AITACHED. IXl21b. CONTRACT/PURCHASE OROER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA 0 ARE ARE NOi AlTACHED.

g] e. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER All ITEMS SEI FORTH OR OTHERWlSE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

3Do, SIGNATUREa OF OFFERORICONTRACTOR

3ob. NAME ANO TmE OF SIGNER (Typf}orprinl)

AUTHORIZ.ED FOR LOGAL REPRODUCTION PREVIOUS EDITION IS NOT USABLE

30c. DATE SIGNED

0 29. AWARD OF CONTRACT REF. DATED • YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

ONTRACTllJG DfflCEflj

STANDARD FORM 1440 (REV. 2006) Pl"l!llcr1b•d by GSA· FAR (40 CFRI 63.212

FOIA-AMS-02647-F: 000099

11· rAG 1 1

3.AWARDI r·

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5.

r

SOLICITATION

7.

1

-NAME

IAPAIS-MRPBS-A

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I FACILITY!

1·· 18.

jAPHIS-MRPBS-ASD-

jAPHIS-INVOICE

126_

roe.

----------- OFFER

131c.

CODE

(2): (8):

TELEPHONE NO.

QHb.CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

19, 20. ITEM NO. SCHEDULE OF SUPPLIES/SERVICES

Tax ID Number: 36-3743331 DUNS Number: Not Available Cultural Transformation TrainingDelivery: 06/28/2011 Accounting Info:

18b SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW 1s CHECKED OseE ADDENDUM

21. 22. 23 24.QUANTITY UNIT UNIT PRICE AMOUNT

02.ZZ.ZZ.ZZZZZZ.ZZZZZZZ.ZZ.ZZZZZZZ.ZZ.895500001.25 23.ZZ.ZZZZZZZZ.ZZZZ 02 Program

Obtained via FOIA by Judicial Watch, Inc.SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEM REQUISITION NUMBER OF OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30 524749 4

2. CONTRACT NO. SOLICITATION NUMBER EFFECTIVE DATE SSUE DATE

ORDER NUMBER

AG-6395-P-11-0460 FOR SOLICITATION

INFORMATION CALL: NATHAN 9. ISSUED BY

USDA APHIS MR PBS ASD Procurement Branch Butler Square, 5th Floor 100 N 6TH STREET MINNEAPOLIS MN 55403

11. DELIVERY FOR FOB DESTINA- ,2.. DISCOUNT TERMS TION UNLESS BLOCK IS NET/30MARKED

0 SEE SCHEDULE

JOHNSON CODE

15. DELIVER TO CODE

USDA AMS C&A RMB Room 1205 South Building 1400 INDEPENDENCE AVE., SW WASHINGTON DC 20250

TELEPHONE NUMBER (NOCO/JeCICBllSj OFFER DUE DATE/LOCAL TIME 612-336-3404

10. THIS ACQUISITION IS 0 UNRESTRICTED OR (2S! SET ASIDE: 100. 00 % FOR:

[21! SMALL BUSINESS 0EMERGING SMALL BUSINESS

NAICS: 541611 0 HUBZONE SMALL 0SOLE SOURCE BUSINESS

SIZE STANDARD: 0SERVICE-DISABLED VETERAN- 0B(A)$7.0 OWNED SMALL BUSINESS

0 13a. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700)

14. METHOD OF SOL1CITATION OIFB 0 RFP

16. ADMINISTERED BY CODE

USDA APHIS MRPBS ASD Procurement Branch Butler Square, 5th Floor 100 N 6TH STREET

13b. RATING

0RFQ

MINNEAPOLIS MN 55403

17a. CONTRACTOR/ CODE 363743331OFFEROR

18a. PAYMENT WILL BE MADE BY CODE

SOUDER BETANCES Send two copies of the invoice AND ASSOCIATES (1) Sue Bernstein 5448 N KIMBALL AVE [email protected] 363743331 A (2) Alena Deloatch CHICAGO IL 606254620 [email protected]

Washington DC 20250

Agency Code BOC:

(4) :

Sub BOC Code (25): 895500001

Org 2523 zz

Cost Job Code Subzzzzzzz zzzzzzzz Cost Org (2): zz Budget Yr Start (2): zz BudgetContinued ...

(Use Reverse and/or Attach Additional Sheets as Necessary) 25. ACCOUNTING AND APPROPRIATION DATA TOTAL AWARD AMOUNT (For Govt. Use Only)

See schedule $7,603.00 0 27a SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4 FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA 0 ARE 0 ARE NOT ATTACHED. 00 27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52 212-4 FAR 52,212-5 IS ATTACHED. ADDENDA DARE 121] ARE NOT ATTACHED.

iZl 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1 COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

30a. SIGNATURE OF OFFERORICONTRACTOR

0 29. AWARD OF CONTRACT REF. DATED • YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

31a UNITED STATES OF AMERICA (SIGNATURE OF CONTRACT/NG OFFICER)

(7):

30b. NAME AND TITLE OF SIGNER (Type or print) DATE SIGNED 31 b. NAME OF CONTRACTING OFFICER (Type or print) DATE SIGNED

NATHAN D. JOHNSON AUTHORfZED FOR LOCAL REPRODUCTION STANDARD FORM 1449 (REV. 3/200 } PREVIOUS EDITION IS NOT USABLE FO .Jl..%1 -W6 :FttJ(1' R) 53.212

l

I

Obtained via FOIA by Judicial Watch, Inc.19.

ITEM NO.

001

20 SCHEDULE OF SUPPLIES/SERVICES

Yr End (2): ZZ Fund (6): ZZZZZZ Budget Org (7): ZZZZZZZ Sub Budget Org (2): ZZ Report Category (4): zzzz

Cultural Transformation Training Agricultural Marketing Service Jefferson Auditorium 1400 Independence Avenue Washington, DC

Coordinate with Sue Bernstein (202) 690-3018 on peformance Product/Service Code: U099 Product/Service Description: OTHER EDUCATION AND TRAINING SERVICES

The total amount of award: $7, 603.00. The obligation for this award is shown in box 26.

21. 22. QUANTITY UNIT

7603 DO

23. UNIT PRICE

1. 00

2 of 4

24 AMOUNT

7,603.00

32a. QUANTITY IN COLUMN 21 HAS BEEN

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS D RECEIVED D INSPECTED D NOTED·

32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33, SHIP NUMBER 34. VOUCHER NUMBER 35, AMOUNT VERIFIED 36 PAYMENT 37. CHECK NUMBER

CORRECT FOR

D COMPLETE D PARTIAL D FINAL D PARTIAL D FINAL 38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a RECEIVED BY (Print) 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YYIMMIDD) 42d. TOTAL CONTAINERS

52.222-50, 7104(g}).

7104(g)).

52.233-3, (31

52.233-4,

52.219-6,

52.219-28,

632(a)(2)).

52.222-3,

52.222-19,

52.222-21,

52.222-26,

52.222-36,

52.223-18,

52.225-1,

52.225-13,

52.232-33,

3332).


52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders

Commercial Items (Apr 2011)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses,

which are incorporated in this contract by reference, to implement provisions of law or Executive orders

applicable to acquisitions of commercial items:

(1) Combating Trafficking in Persons (Feb 2009) (22 U.S.C.

_Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. (2) Protest After Award (AUG 1996) U.S.C. 3553).

(3) Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer

has indicated as being incorporated in this contract by reference to implement provisions of law or

Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

X_ (1 O)(i) Notice of Total Small Business Set-Aside (June 2003) (15 U.S.C. 644).

X_ (20) Post Award Small Business Program Rerepresentation (Apr 2009) (15 U.S.C.

X_ (23) Convict Labor (June 2003) (E.O. 11755).

X_ (24) Child Labor-Cooperation with Authorities and Remedies (Jul 2010)

(E.O. 13126).

X_ (25) Prohibition of Segregated Facilities (Feb 1999).

X_ (26) Equal Opportunity (Mar 2007) (E.O. 11246).

X_ (28) Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).

X_ (35) Contractor Policy to Ban Text Messaging While Driving (SEP 2010) (E.O.

13513).

X_ (36) Buy American Act-Supplies (Feb 2009) (41 U.S.C. 1Oa-1Od).

X_ (39) Restrictions on Certain Foreign Purchases (June 2008) (E.O.'s, proclamations,

and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

X_ (44) Payment by Electronic Funds Transfer-Central Contractor Registration

(Oct 2003) (31 U.S.C.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial

services, that the Contracting Officer has indicated as being incorporated in this contract by reference to

implement provisions of law or Executive orders applicable to acquisitions of commercial items:


Does not apply due to professional services.

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of

this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified

acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller

General, shall have access to and right to examine any of the Contractor's directly pertinent records

involving transactions related to this contract.

FOIA-AMS-02647-F: 000102

Subpart

(41 note)).

(15 637(d)(2)

52.222-26,

52.222-35,

(29

52.222-41,

52.222-50, 7104(g)).

(22 7104(9)).

52.222-51,

(41

(41 351,

52.222-54,

52.226-6,

52.247-64,

(46 Appx. 1241(b)

VI, Chapter 1 U.S.C. 251

(ii) 52.219-8, Utilization of Small Business Concerns (Dec 2010) U.S.C. and (3)), in

all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to

small business concerns) exceeds $650,000 ($1.5 million for construction of any public facility), the

subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) [Reserved]

(iv) Equal Opportunity (Mar 2007) (E.O. 11246).

(v) Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) U.S.C. 793).

(vii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act

(Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(viii) Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) Combating Trafficking in Persons (Feb 2009) (22 U.S.C.

_Alternate I (Aug 2007) of 52.222-50 U.S.C.

(x) Exemption from Application of the Service Contract Act to Contracts for

Maintenance, Calibration, or Repair of Certain Equipment-Requirements (Nov 2007) U.S.C. 351, et

seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain

Services-Requirements (Feb 2009) U.S.C. et seq.).

(xii) Employment Eligibility Verification (JAN 2009). (xiii) Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L.

110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006)

U.S.C. and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of

FAR clause 52.247-64.


(2) The Contractor shall make available at its offices at all reasonable times the records, materials,

and other evidence for examination, audit, or reproduction, until 3 years after final payment under this

contract or for any shorter period specified in FAR 4.7, Contractor Records Retention, of the

other clauses of this contract. If this contract is completely or partially terminated, the records relating to

the work terminated shall be made available for 3 years after any resulting final termination settlement.

Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising

under or relating to this contract shall be made available until such appeals, litigation, or claims are finally

resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices,

and other data, regardless of type and regardless of form. This does not require the Contractor to create

or maintain any record that the Contractor does not maintain in the ordinary course of business or

pursuant to a provision of law.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause,

the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a

subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be

as required by the clause-

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title

(2) While not required, the contractor may include in its subcontracts for commercial items a minimal

number of additional clauses necessary to satisfy its contractual obligations.

(End of clause)

FOIA-AMS-02647-F: 000103

Shawn E. Surber Bernstein. Sye - AMS

A-Y lnstructjons-NEW.doc EYENT DESCRIP-SITE LOGISTICS NEW.doc ILSE NEW.doc



From:

To:

Subject:

Date: Attachments:

Re: Contractual Packet for Dr. Betances" event on June 28th Monday, June 13, 2011 12:5 3:08 PM

Hi Sue:

I have received the P.O. for you r event on June 28th from Nathan Johnson so we are set

on that end.

Please complete the two attached forms and return them to me ASAP. I have a lso attached the A/V requirements for Dr. Betances' events. As Dr. Betances uses video cl ips

within his PowerPoint presentation, please make sure that the equipment is set up to a l low

for participants to both see and hear the video cl ips.

I look forward to hearing back from you . Thank you .

Cordially,

Shawn



5448 N. Kimba l l Ave., Ch icago, IL 60625 Phone: 773-463-6374 Fax: 773-463-0429

Emai l : Web:

FOIA-AMS-02647-F: 000104

Bernstein. Sue - AMS Shawn E. Syrber

From: Shawra E, Surber

Bernstein. Sue


From:

To:

Subject: RE: Contractual Packet for Dr. Betances" event on June 28th Date: Wednesday, June 15, 2011 10:41:00 AM

Hi Shawn,

Received them and am wrapping them up as I write this. I'll get them to you today.

Thanks,

Sue

From: Shawn E. Surber [mailto:[email protected]] Sent Wednesday, June 15, 2011 10:22 AM To: Bernstein, sue Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:

Plea se confirm receipt of the emai l bel ow and attachments a nd let me know when I can expect to receive the comp leted forms. Than k you .

Cordial ly,

Shawn

Sent: Monday, June 13, 2011 11:52 AM To: Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:

I have received the P.O. for your event on June 28th from Nathan John son so we are set on that end.

Plea se complete the two attached form s and return them to me ASAP. I have a lso attached the A/V requ irements for Dr. Betances' events. As Dr. Betances u ses video cl ips

with in his PowerPoint presentation, please make sure that the equipment is set up to a l low

for participants to both see and hear the video cl ips.

look forward to hearing back from you . Than k you .

Cordia lly,

FOIA-AMS-02647-F: 000108

I



Shawn

Shawn E . Surber, Busin ess Manager

S ou der, B etances and Associates, Inc .

5448 N . Kimbal l Ave., Chicago, IL 60625

Phone : 773-463-6374 Fax : 773-463-0429

Emai l : Web:

FOIA-AMS-02647-F: 000109

Bernstein Sue - AMS Shawn E. Surber Poole. Umeko - AMS; Brown. Maurice - AMS

BetancesEVENT DESCRIP-SITE LOGISTICS NEW.doc Betances nSF NEW.doc

[email protected]

From: Shawn E. Surber

Bernstein. Sue


From:

To:

Cc:

Subject:

Date:

Attachments:

RE: Contractual Packet for Dr. Betances" event on June 28th Wednesday, June 15, 2011 11 :46 :00 AM

Hi Shawn,

See attached. Please note a few comments (in red) on the form.

Thanks,

Sue Bernstein



Compl iance and Analysis

AMS Train ing I nstitute



Office: 202-720-1862 Fax: 202-720-9022

Emai l :

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 15, 2011 10:22 AM To: Bernstein, Sue Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:

Please confirm receipt of the emai l below and attachments and let me know when I can

expect to receive the completed forms. Thank you .

Cordia l ly,

Shawn


Hi Sue:

FOIA-AMS-02647-F: 000110



I have received the P.O . for your even t on Ju ne 28th from Nathan Johnson so we are set on that end.

Please complete the two attached forms and return them to me ASAP. I have also

attached the A/V requ irements for Dr. Betances1 events. As Dr. Betances uses video cl ips

with in his PowerPoint presentation ,. please make sure th at the equ ipment is set up to al low

for particip ants . to both see and hear the video clips.

I look forward to hearing back from you . Thank you.

Cordially,

Shawn

Shawn E. Surber, Business M anager

Sou der, Betances and Associates, I nc .

5448 N . Kimbal l Ave., Chicago, I L 6062 5

Phone: 773-463-6374 Fax: 773-463-0429

Emai l : Web:

'

FOIA-AMS-02647-F: 000111

Shawn E. Surber Bernstein Sue -AMS

A-Y Instructjons-NEW doc

From: Bernstein, Sue

Shawn Surber Poole. Umeko Brown. Maurice


From:

To:

Subject: Re: Contractual Packet for Dr. Betances" event on June 28th Date: Wednesday, June 15, 201 1 12: 18:37 PM Attachments:

Hi Sue:

Thank you for the forms.

Just a few things:

1. The timeframe of the actua l workshop should be 9 :00am-12 :00pm (3 hours) as stated

in our overa l l contract with the USDA. He can and wi l l arrive prior to 8:30am to make sure

everything is setup.

2 . I cannot send an e lectronic copy of the presentation ahead of time as it is too large of

a f i le. Dr. Betances wi l l be using video cl ips within his presentation which make it far to

large to ema i l . He wi l l bring the presentation with him on both a memory stick and a CD (I

know a lot of Federa l agencies do not a l low the use of memory sticks anymore) . He has no

problem getting to the site early in order to get everything loaded and checked. We have

had no problems with the other USDA events we have done so fa r. Just please make sure

that everything is setup according to our A/V requ i rements (attached again for your

convenience).

3 . Dr. Betances wi l l cal l your office upon his a rriva l at the site as you asked.

Thank you aga in .

Cordial ly,

Shawn

Sent: Wednesday, June 15, 2011 10:46 AM To: E. Cc: ;Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Hi Shawn,

See attached . Please note a few comments (in red ) on the form.

Thanks,

FOIA-AMS-02647-F: 000116

[email protected]

Shawn Surber

Bernstein, Sue


Sue Bernstein


Agricu ltura l Marketing Service


AMS Tra in ing Institu te

1400 I ndependence Avenue, S.W., Room 1217


Office : 202-720-1862 Fax: 202-720-9022

Ema il :

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 15, 2011 10:22 AM To: Bernstein, Sue Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:

Please confirm receipt of the email below and attachments and let me know when I can


Cord ial ly,

Shawn

From: E. Sent: Monday, June 13, 2011 11:52 AM To: Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:

I have received the P.O. for your event on June 28th from Nathan Johnson so we are set

on that end .

Please complete the two a ttached forms and return them to me ASAP. I have also

a tta ched the A/V requ irements for Dr. Betances' events. As Dr. Be tances uses video clips

within h is PowerPoint p resentation, please make sure that the equipment is set up to a l low

for participants to both see and hear the video clips.


Cordia l ly,

FOIA-AMS-02647-F: 000117



Shawn

Shawn E. Surber, Business Manage r


5448 N. Kimba l l Ave. , Chicago, IL 60625

Phone: 773-463-6374 Fax: 773-463-0429

Email: Web:

FOIA-AMS-02647·F: 000118

Bernstein. Sue - AMS Shawn E Surber

From: Bernstein. Sue

Shawn E. Su rber Poole. Umeko Brown. Maurice


From:

To:

Subject:

Date: Thursday, June 16, 2011 10: 10:00 AM

RE: Contractual Packet for Dr. Betances" event on June 28th

Thanks, Shawn. Can we make it 8:30 am to 11:30 am, then? We've sent the word out for folks to

arrive at 8 :30. It would save some confusion to start at 8:30 and end ea rly rather than change the

sta rt time.

From: Shawn E. Surber [mailto:ssurbe r@betances. com] Sent: Wednesday, June 15, 20 11 12 :18 PM To: Be rnstein, Sue Subject: Re: Contractual Packet for Dr. Betances ' event on June 28th

Hi Sue:


Just a few things:

1. The timeframe of the actual workshop should be 9 :00am-12 :00pm (3 hours) as stated in

our overall contract with the USDA. He can and wi l l arrive prior to 8:30am to make sure


2. I cannot send an e lectron ic copy of the presentation ahead of time as it is too large of a

fi le . Dr. Betan ces wi l l be using video cl ips with in his presentation which make it far to large

to emai l . He wi l l bring the presentation with h im on both a memory stick and a CD ( I know

a lot of Federal agencies do not al low the use of memory sti cks anymore) . He has no


had no problems with the other USDA events we have done so far. Just please make sure


conven ience) .

3 . Dr. Betances wi l l cal l you r office upon his arrival at the site as you asked.

Th ank you again .

Cordial ly,

Shawn

Sent: Wednesday, June 15, 201 1 10 : 46 AM To: Cc: ;

FOIA-AMS-02647-F: 000120

sue. bernstein@ams. usda. �ov


Bernstein. Sue


Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

H i Shawn,

See attached. Please note a few comments (in red) on the for m.

Thanks,

Sue Bernstein


Agricu ltura l Marketing Service

Compliance and Ana lysis

AMS Tra ining Institute



Office : 202-720-1862 Fax: 202-720-9022

Email :

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesaay, June 15, 2011 10:22 AM To: Bernstein, Sue Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:

P lease confirm rece ipt of the email below and atta chments and let me know when I can


Cordia l ly,

Shawn


H i Sue:

I have received the P.O. for your event on June 28th from Nathan Johnson so we are set on

that end .

P lease complete the two attached forms and retu rn them to me ASAP. I have a lso

attached the A/V requ irements for Dr. Betances' events. As Dr. Betances uses video clips

FOIA-AMS-02647-F: 000121

[email protected]


within his PowerPoint presentation, please make sure that the equipment is set up to allow

for participants to both see and hear the video clips.

I look forward to hearing back from you. Thank you.

Cordially,

Shawn



5448 N. Kimball Ave., Chicago, IL 60625

Phone: 773-463-6374 Fax: 773-463 0429

Email: Web: www.betances.com

FOIA-AMS-02647-F: 000122

Shawn E. Surber Bernstein. Sue - AMS


Shawn E. Surber


From:

To:

Subject: Re: Contractual Packet for Dr. Betances" event on June 28th Date: Thursday, June 16, 2011 10:56:56 AM

Sure . That is not a problem.

Thanks,

Shawn

Sent: Thursday, June 16, 2011 9 : 10 AM To: Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Thanks, Shawn . Can we make it 8:30 am to 11:30 am, then? We've sent the word out for folks to

a rrive at 8:30. It would save some confusion to start at 8:30 a nd end early rather than change the

sta rt time.

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 15, 201 1 12: 18 PM To: Bernstein, Sue Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

H i Sue:


J ust a few things:

1. The timeframe of the actual workshop should be 9:00am -12 :00pm (3 hours) as stated

in our overa l l contract with the USDA. He can and wil l a rrive prior to 8:30am to make sure


2 . I cannot send an e lectronic copy of the presentation ahead of time as it is too large of

a fi le . Dr . Betances wi l l be using video c l ips with in his presentation which make it fa r to

large to emai l . He wi l l bri ng the presentation with him on both a memory stick and a CD ( I

know a lot of Federa l agencies do not a l low the use of memory sticks a nymore). He has no




convenience).

3. Dr. Betances wi l l ca l l you r office upon his arrival at the site as you asked.

FOIA-AMS-02647-F: 000 123

From= Bemstei'n, Sue

Shawn E. Surber Cc: Poole, UmekQ ; Brown• Maurice

[email protected]


Thank you aga in .

Cordial ly,

Shawn

Sent: Wednesday, June 1 , 2011 10:46 AM To:

Subject: RE: Contractual Packet for Dr. Betances1 event on June 28th

Hi Shawn,

See attached. Please note a few comments (in red ) on the form.

Thanks,

Sue Bernstein


Agricu ltural Marketing Service



1400 Independence Avenue, S.W., Room 1217 Washington, DC 20250

Office: 202-720-1862 Fax: 202-720-9022 Email :

From: Shawn i:. Surber [mailto :[email protected]] Sent: Wednesday, June 15, 2011 10:22 AM To: Bernstein, Sue Subject: Fw: Contractua l Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:



Cordial ly,

Shawn

FOIA-AMS-02647-F: 000124

From: Shlawm ;E. Surber 'Bernstein, Sue



Sent: Monday, June 13, 2011 11 :52 AM Te>: Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:

I have received the P.O. for your event on June 28th from Nathan Johnson so we are set on that end.

Please complete the two attached forms and return them to me ASAP, I have a lso

attached the A/V requirements for Dr. Betances' events. As Dr. Betances uses video cl ips within his PowerPoint presentation, p lease make sure that the equipment is set up to al low for participants to both see and hear the video cl ips.


Cordia l ly,

Shawn



5448 N. Kimbal l Ave., Chicago, IL 60625 Phone: 773-463-6374 Fax: 773-463-0429 Email : Web:

FOIA-AMS-02647 F: 000125

Bernstein. Sue - AMS Shawn E Surber


Shawn Surber


From:

To:

Subject: RE: Contractual Packet for Dr. Betances" event on June 28th Date: Monday, June 20, 2011 10:40:00 AM

Hi Shawn,

Please give me a ca l l at your conven ience. (202-720-1862)

Tha nks,

Sue

From: Shawn E. Surber [mai lto :[email protected]] Sent: Thursday, June 16, 201 1 10:57 AM To: Bernstein, Sue Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Sure. That is not a problem.

Thanks,

Shawn

Sent: Thursday, June 16, 2011 9: 10 AM To: E. Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Tha n ks, Shawn. Ca n we m a ke it 8 :30 a m to 11:30 a m, the n ? We've sent the word out for folks to

a rrive at 8 :30. It would save some confusion to start at 8 :30 and end ea rly rather than change the

start time.

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 15, 2011 12 : 18 PM To: Bernstein, Sue Subject: Re: Contractual Packet for Dr. Betances' event on J une 28th

Hi Sue:


Just a few things:

1. The timeframe of the actual workshop should be 9 :00am-12:00pm (3 hours) as stated in

our overa l l contract with the USDA. He can and wil l a rrive prior to 8:30am to make sure


FOIA-AMS-02647-F: 000 1 26


Shawn Surber Cc: Poole. Umeko ; Brown. Maurice

[email protected]


2. I cannot send an electronic copy of the presentation ahead of time as it is too large of a

fi le. Dr. Betances wi l l be using video c l ips within his presentation which make it fa r to large

to emai l . He wi l l bring the presentation with him on both a memory stick and a CD (I know

a lot of Federa l agencies do not a l low the use of memory sticks anymore) . He has no


had no problems with the other USDA events we have done so far. Just please make sure

that everything is setup according to our A/V requirements (attached again for your

convenience) .

3. Dr. Betances wil l ca l l your office upon his a rriva l at the site as you asked.

Thank you aga in .

Cordia l ly,

Shawn

Sent: Wednesday, June 15, 201 1 10:46 AM To: E.

Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Hi Shawn,

See attached. Please note a few comments ( in red ) on the form.

Thanks,

Sue Bernstein


Agricultura l Marketing Service

Compl iance a nd Analysis

AMS Tra ining I nstitute



Office: 202-720-1862 Fax: 202-720-9022

Emai l :

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 1 5, 201 1 10:22 AM To: Bernstein, Sue

FOIA-AMS-02647-F: 000127


Bernstein. Sue



Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue :



Cordia l ly,

Shawn

Sent: Monday, June 13, 201 1 1 1 : 52 AM To: Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:

I have received the P.O. for your event on June 28th from Nathan Johnson so we are set on

that end.

P lease complete the two attached forms and return them to me ASAP. I have a lso

attached the A/V requ i rements for Dr. Betances' events. As Dr. Betances uses video c l ips

with in his PowerPoint presentation, please make sure that the equipment is set up to a l low

for participants to both see and hear the video c l ips.

I look forward to hearing back from you . Thank you.

Cordial ly,

Shawn

Shawn E. Su rber, Business Manager

Souder, Betances and Associates, Inc .

5448 N . K imbal l Ave., Chicago, I L 60625

Phone : 773-463-6374 Fax: 773-463-0429

Emai l : Web :

FOIA-AMS-02647-F: 000128

Bernstein Sue - AMS Shawn E Surber


Shawn Surber


From:

To:

Subject: RE: Contractual Packet for Dr. Betances" event on June 28th Date: Monday, June 27, 2011 11:28:00 AM

Hi Shawn,

What time should we expect Dr. B. tomorrow? I want to be on the lookout for h im.

Tha nks,

Sue

From: Shawn E. Surber [mailto:[email protected]] Sent: Thursday, June 16, 2011 10:57 AM To: Bernstein, Sue Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Sure. That is not a problem.

Thanks,

Shawn

Sent: Thursday, June 16, 2011 9 : 10 AM To: E. Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Thanks, Shawn . Can we make it 8:30 am to 11:30 am, then ? We've sent the word out for folks to

a rrive at 8 :30. It would save some confusion to start at 8:30 and end ear ly rather than change the

start t ime.

From: Shawn E . Surber [mailto:[email protected]] Sent: Wednesday, June 1 5, 2011 12 : 18 PM To: Bernstein, Sue Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:


Just a few things :

1 . The timeframe of the actual workshop shou ld be 9 :00am-12 :00pm (3 hou rs) as stated in

our overa l l contract with the USDA. He can and wi l l arrive pr ior to 8 :30am to make sure


FOIA-AMS-02647- F: 000129

Bernstein. Sue

Shawn Surber Poole. Umeko Brown. Maurice

[email protected]


2. I cannot send an electronic copy of the presentation ahead of time as it is too large of a

fi le. Dr. Betances wi l l be using video cl ips within h is presentation which make it far to large

to emai l . He wi l l bring the presentation with him on both a memory stick and a CD (I know

a lot of Federa l agencies do not al low the use of memory sticks anymore). He has no



that everything is setup according to our A/V requ irements (attached again for your

convenience).

3 . Dr. Betances wi l l cal l your office upon his a rriva l at the site as you asked.

Thank you aga in .

Cordia l ly,

Shawn

From:

Sent: Wednesday, June 15, 201 1 10:46 AM

To: E. Cc: ;Subject: RE: Contractual Packet for Dr. Betances' event on June 28th

Hi Shawn,

See attached . Please note a few comments (in red ) on the form.

Thanks,

Sue Bernstein


Agricultura l Marketing Service


AMS Train ing Institute



Office : 202-720-1862 Fax: 202-720-9022

Emai l :

From: Shawn E. Surber [mailto:[email protected]] Sent: Wednesday, June 15, 201 1 10:22 AM To: Bernstein, Sue

FOIA-AMS-02647-F: 000 130

From: Shawn E, Surber Bernstein. Sue

ssurber@betances,com www.betances.com


Subject: Fw: Contractual Packet for Dr. Betances' event on June 28th Importance: High

Hi Sue:



Cord ial ly,

Shawn

Sent: Monday, June 13, 201 1 1 1 :52 AM To: Subject: Re: Contractual Packet for Dr. Betances' event on June 28th

Hi Sue:

I have received the P.O. for you r event on June 28th from Nathan Johnson so we are set on

that end.

Please complete the two attached forms and return them to me ASAP. I have a lso

attached the A/V requirements for Dr. Betances' events. As Dr. Betances uses video c l ips

within his PowerPoint p resentation, please make sure that the equ ipment is set up to a l low

for participants to both see and hear the video c l ips.


Cordial ly,

Shawn

Shawn E. Su rber, Business Manager


5448 N . Kimbal l Ave., Chicago, IL 60625

Phone: 773-463-6374 Fax: 773-463-0429

Ema i l : Web:

FOIA-AMS-02647-F: 000131

c lluraf ,-iJ """-

Registe r Aqlea rn :

https : /lag .qov/pl ateau/user/deepl i

AM STI@U SDA . GOV


Cultural Tra nsformation: A dynamic workforce engaged, motivated, and prepa red for the future.

Secreta ry Vi lsack conti n u es to focus on Cultu ra l Transform ation (CT) at USDA as one of his most i m portant goals as Secreta ry . CT is d efi n ed as the process of creating a workplace wh ere ansformallon a l l e m p l oyees and custom ers a re treated with d i g n ity a n d respect and provided the opportun ity for success.

A path At AMS, CT is d efi ned a s : A dyna m i c workforce engaged, m otivated , and prepa red for the future . We a c h i eve CT when

it i s si m u ltaneously d riven by top leadersh i p a n d exercised by to each i ndiv idua l . Each of us has a rol e to play. success Th e AMS Leadersh i p Tea m i s p l eased to a n nounce the fol l owi n g tra i n i n g event :

Title: Cultura l Transformation Awareness Tra i n i n g

Date : J u ne 28, 20 1 1

Location: Jefferson Audito ri um, South Build i ng

Time: 8 : 30 a m - 1 2 :00 pm ( EST)

Th i s tra i n i ng is mandatory for the fol l owi ng e m p l oyees : ( 1 ) a l l su pervisors i n HQ; and

(2) G S - 14 a n d a bove Bra n ch Chi efs or h i g her from the fi e l d . Th e tra i n i n g i s optional for a l l other e m p l oyees, a n d it i s one of several options that w i l l fu lfi l l the CT tra i n i ng req u i rement for a l l

e m p l oyees * .

The featu red spea ker, D r . Sam uel Beta nces, i s b iraci a l , bicultura l ,

a n d b i l i ng u a l , and h e has i nspired l earners as a u n i versity professor, by

publ i shi n g a rticl es, a n d con sulti ng with publ i c and pri vate org a n i zations i n the

U . S and worldwide. H e p resents a com pel l i ng case for the power of diversity,

i nclusion, and engagem ent a n d bri ngs to each event a b readth and depth of

understa n d i n g on h ow we m ust m a ke sense of differences.

Dr. Beta nces i s one of America 's forem ost com m u n i cators on the cha l lenge of

casti ng away barriers to success. He wo rks to h e l p c l ients' l ea rn the i m portance

of p u l l i n g cultu res tog eth er as a way of bri ng i ng Ameri ca back to the top i n

ed ucati o n , busi n ess, a n d soci ety i n genera l .

fo r the session on

1 . Click the D i rect Li n k : learn . usda n k . d o ? l i n kld = SCH EDU LED OFFERING DETAILS&sched uleID=23

424

2 . Fol low d i rections to Register and Confi rm reg istratio n ; and 3 . G o to To-Do List t o confirm status i s l i sted a s " E n rol led"

A si g n lang uage i nterpreter w i l l be ava i l a b l e . Pl ease contact the AMS Tra i n i ng Institute (AMSTI) at

(202) 690 - 3 0 1 8 or v ia e m a i l at to request an addit ional acco m m odation or if you have a ny q u estions reg a rd i n g this event.

*AM S Prog ra m s may d esig nate additional parti ci pa nts as m a n datory.

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FOR SOLICITATION

INFORMATION CALL: NAT HAN JOHNSON CODE

ASD Procurement Branch Butler Square , 5th Floor 100 N 6TH STREET MINNEAPOLIS MN 5 5 4 0 3

12. DI

l.J SEE SCHEDULE '15. DELIVm TO COPE

USDA AMS C&A RMB Room 1 2 0 5 South Building 1 4 0 0 INDEPENDENCE AVE . , SW WASHINGTON DC 2 0 2 5 0

CODE 3637 4 3331

SOUDER BETANCES AND ASSOc ' IATES 5 44 8 N KIMBALL AVE -3 63 7 4 3 3 3 1 A

CHICAGO IL 6 0 6254 620

, c'LEPHONE NO.

CODE

.

017b. CHECK IFREMITTJ\NCE IS Ull'FBlEllT AND Plll SVCff ADDRESS IN OFffR

19. 20. ITEM NO. SCHEDULE OF SUPPLIES/SERVICES

Tax I D Number : 3 6 3 7 4 3331

la.D"HONE NUMOER (No COll•ct calls) OFFEI! Pl1E DATE/LOCAL Tl\IE 612-3 3 6 - 3 4 0 4

10. THIS ACQUISITION IS 0 UNRESTRICTED OR rJll SETASIDE: 100 . 00'IHOR:

00SWILL BUSINESS 0EMERGING SMALL BUSINESS

NNCS: 5 4 1 611 D HUBZONE SMALL QsoLE SOURCE BUSINESS

$lZE STNIDARD: 0 SERVlCE-OISABLED VE ERAN· 061A) D\MIEO SMALL BUSINESS

131>. AATING 0 13'1. THIS COl'fTRACT !SA

PPAS (1 CFR700) 14. ME!llODOF ORFQ OIFB D RFP IG. llDMlt�STERED B'f

USDA APHIS MRPBS AS D Procurement Branch Butler Square, 5th Floor 100 N 6TH STREET MINNEAPOLIS MN 55403

1 88. PAYMENT Will BE MADE" BY

Send two copies of the invoice ( 1 ) Sue Bernstein

Sue . Bernstein @ams . usda . gov ( 2 ) }Uena Deloatch

A.l ena . Deloatch@ams . usda . gov

Washington DC 2 02 5 0

1811. SUDl.\rT INllOICES TOADOAESS stiOl'IN IN BlOCK 18• UNl.ESS lllOCK !!£LOW IS CllECKEO 0SEE AOOENDUM

21. 23. QUANTrTY UNIT

24.

( 7 ) : ( 2 ) : ( 2 ) :

Continued . . . · (Use Reverse and/or Attach Additional Sheets as Necessef'J)

25. ACCOUNTING AND APPROPRIATION DATA TOTAL AWMD AMOUNT (Fot•Gtwl. IJss Only} see schedule $ 7 , 60 3 . 0 0 U27e. SOLICITATION INCORPORATES BY REFERENCE FAR52.212-1, 62.212-4. FAR 52.212-3 AND 52.212-5ARE AITACHED. ADDENDA 0 ARE 0 ARE NOT ATTACHED.

0 ARE (lg ARE NOTATTACHED. 1XJ27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE F{IR 52.212-4. FAR 52.212"'5 IS ATTACHED. ADDENDA '

Kl2e. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN l 0 29. AWARD OF CONTRACT R!tF. COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR OTHERWlSE IDENTIFIED ABOVE ANO ON ANY ADDITIONALSHEETS SUBJECT TO THETERMS AND CONDITIONS SPECIFIED HEREIN.

30>. SJGNllTURE OF

"I. NAME ANO TITLE. OF SIGNER (Type orprinl}

l\VTI l0Rl2ED FOR LOCl\L REPROO\JCTION PREVIOUS EDITION rs NOT USABLE

DATE SIGNED

DATED • YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, rs ACCEPTED AS TO ITEMS:

31&. U lED STATES OF AMERIOA(S/GNATVliEOFCOHTRACTIN!i OFFICE/l)

31b. NAME. OF COl>rTRACTING OFFICER {Type orprint) DATE SIGNED NATHAN D . JOHNSON

STANDARD FORM (REV. 3/2006) Presorlbed by GSA . FAR (4B CFRI 63.212

FOIA-AMS-02647-F: 000088

Cultural Transformation Training Delivery : 0 6/2 8 / 2 0 1 1 Accounting Info : 02 . zz . zz . zzzzzz . z zzzz z z . z z . zzz zzzz . zz . 895500001 . 25 23 . ZZ . ZZZ ZZZZZ . Z ZZZ Agency Code ( 4 ) : 0 2 Program Code ( 2 5 ) : 895500001 BOC : 2 523 Sub BOC ( 2 ) ; z z Cost Org

Org Job Code ( B ) : zzzzzzzz Subz z z z z z z

Cost Z Z Budget Yr Start ZZ Budget

I

34.

142d.


(

19.ITEM NO.

00 1

20. $CHEOULE OF SUPPllESl$ERVICES

Yr End ( 2 ) : ZZ Fund ( 6 ) : ZZZZZZ Budget Org ( 7 ) :

z z z z z z z Sub Budget Org ( 2 ) : · z z Report category

( 4 ) : z z z z

Cultural Transformation Training Agricultural

Marketing Service

Jeffe rson Auditorium

1 4 0 0 Independence Avenue

Washington, DC

Coordinate with Sue Bernstein ( 2 02 ) 690-30 1 8 on

peformance

Product /Service Code : 0099

Product/Service Description : OTHER EDUCATION AND

TRAINING SERVICES

The total amount of award : $ 7 , 603 . 00 . The

obligation for this award is shown in box 2 6 .

32a. QUANTITY IN COLUMN 21 HAS BEEN

21. 22. QUANTITY UNIT

7 6 03 DO

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT ASD RECEIVED 0 INSPECTED 0 NOTED·

23. UNIT PRICE

1 . 0 0

2 of 4

24.AM OU ITT

7 t 60 3 , 0 0

32b, SIGNATURE OF AlJTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PR INTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 321. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g, E-MAIL OF AUTHORIZED GCVERNMENT REPRESENTATIVE

33. SHIP NUMBER VOUCHER NUMBER 35. AMOUNT VERIFIED 36. PAYMENT 37. CHECK NUMBER CORRECT FOR

D COMPLETE Q PARTIAL D FINAL O·PART1AL O FINAL 38. SIR ACCOUNT NUMBER 39. SIR VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THISACCOUNT IS CORRECT AND PROPER FOR PAYMENT 4Ze. RECEIVIOD BY {Plinf) 41b. SIGNATUR E ANO TITLE OF CERTIFYING OFFICER 41a. DATE

42b. RECEIVED AT (LoCtilion)

42c. OATE REC'D (VYIMMIDD) TOTAL CONTAINERS

• STANDARD FORM 1449 (REV. 312005) BACK

FOIA-AMS-02647-F: 000089

§2.222-50, (Mlg}). 52 .222-5.Q (22 7 1 04(g)) .

52 .233-3, (31 5)2.233-4,

52.2UJ-6 , 644). 52,21 9-28,

632(a)(2)}. 52.222-3, 52222"19,

52.222-21 ,

52.222-26, .Qf_.222-36, _793). 5 2 . 22_3- 1 ,

52 .225.:.1, ( 1 .52 .225.:.1 3,

52 .232-33, (31 3332).

. 2 1 5-2,


(

(

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52.?12·5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders

Commercial Items (Apr 201 1 )

(a) The Contractor shall comply with the following Feder ! Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial Items:

(1) Combating Trafficking in Persons (Feb 2009) (6£11 .S .C. 71 _Alternate I (Aug 2007) of u.s.c.

(2) Protest After Award (AUG 1 996) u.s.c. 3553). (3) ,f.\pplicable Law for Breach of Contract Claim (Ocr 2004) (Pub. L. 108-77, 1 08-78).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicateq as being Incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial Items:


X_ (1 0) (i} Notice of Total Small Business Set-Aside (June 2003) (1 5 U . S . C . X_ (20) Post Award Small Business Program Rerepresentation (Apr 2009) (1 5 U.S .C .

X_ (23) Convict Labor (June 2003) (E.O. 1 1 755). X_ (24) Child Labor-Cooperation with Authorities and Remedies (Jul 201 0)

(E.O. 1 31 26). X_ (25) Prohibition of Segregated Facilities (Feb 1 999). X_ (26) Equal Opportunity (Mar 2007) (E.O. 1 1 246). X_ (28) Affirmative Action for Workers with Disabilities (Oct 201 0) (29 U.S.C. X_ (35) Contractor Policy to Ban Text Messaging While Driving (SEP 201 0) (E.O.

1 351 3}. .

X_ (36) Buy American Act-Supplies (Feb 2009) U.S .C. 1 0a- 10d). X_ (39) Restrictions on Certain Foreign Purchases (June 2008} (E.O.'s, proclamations,

and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury). X_ (44) Payment by Electronic Funds Transfer-Central Contractor Registration

(Oct 2003) U . S .C. {c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial

services, that the Contracting Officer has indicated as being incorporated in th is contract by reference to implement provisions of law or Executive orders applicable to acquisitions of · commercial Items:


Does not apply due to professional services. .

(d} Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisitlon threshold , and does not contain the clause at 52 Audit and Records-:--Negotiatlon.

(1 ) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to this contract.

FOIA-AMS-02647-F: 000090

Subpart "f,

52.203-1]_,

(41 note)). 52.21 9-8, 637(d)(2)

.2 1 9 8

52 .222 26, 52.222-35, 4212). 52.222_-36, (29 U_,__S.C . 52.222-4.Q,

52.222-41 ,

?2 .222-SQ, 7104(9}). .§.2.222-50 (22 "11 04(g..l).

52.222.-51 , 351 ,

52.222-53, (1.1 35'1 ,

52.f2 _54,

2 .f26-6,

52.247-64, ( 6 Appx. 1 24 1(b) 19_11.s


(

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproductio n, until 3 years after final payment under this contract or for any shorter period specified In FAR 4. Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made avai lable for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until s uch appeals, litigation, or claims are finally resolved.

· (3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)(1) Notwith standing the requirements of the clauses In paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those In this paragraph (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause-

(i) Contractor Code of Business Ethics and Conduct (Apr 201 0) (Pub. L. 1 1 0-252, Title VI, Chapter 1 U.S.C. 251

(ii) Utilization of Small Business Concerns (Dec 2010) (1 5 U.S.C . ·and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $650,000 ($1 .5 m illion for construction of any public facility), the subcontractor must include 52 in lower tier subcontracts that offer subcontracting opportunities.

(iii) [Reserved] (iv) Equal Opportunity (Mar 2007) (E.O. 1 1 246). (v) Equal Opportunity for Veterans (Sep 201 0) (38 U.S.C. (vi) Affirmative Action for Workers with Disabilities (Oct 2010) 793).(vii) Notification of Employee Rights Under the National Labor Relations Act

(Dec 201 O} (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52 .222-40. (viii) Service Contract Act of 1 965 (Nov 2007) (41 U.S.C. 351 , et seq.). (ix) Combating Trafficking in Persons {Feb 2009) {22 U.S.C.

_Alternate I (Aug 2007) of U.S.C. (x) Exemption from Application of the SeNice Contract Act to Contracts for

Maintenance, Calibration , or Repair of Certain Equipment-Requirements (Nov 2007) (41 U . S.C. et seq.).

{xi) Exemption from Application of the Service Contract Act to Contracts for Certain Services-Requirements (Feb 2009) U.S.C. et seq. }.

(xii) Employment Eligibility Verification (JAN 20 09) . (xiii) . Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L.

1 1 0-247). Flow down required in accordance with paragraph (e) of FAR clause 52. 226-6. (xiv) Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006)

U.S.C. and C. 2631 ). Flow down required In accordance with paragraph (d) of FAR clause 52.24"1-64.

(2) While not required, the contractor may include In !ts subcontracts for commercial items a minimal number of additional clauses necessary to satisfy Its contractual obligations.

(End of clause)

FOIA-AMS-02647-F: 000091

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CJ . J . k

Obtained via FOIA by Judicial Watch, Inc.USDA Z

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-XGLFLDO:DWFK ,QF Tykowski, - Judicial Watch...03/1612011 09:40 AM Subject Contractual Packet for Dr. Betances' Event on April 13th Hello Michael: Please find attached the contract