Combo_Synopsis_11199311_Amendment_1.pdf

Solicitation # 11199311 Amendment 1

Action Code: Combined Synopsis/ Solicitation Notice

NAICS Code/ PSC Code: 541612/ R431

Subject: Employment and Education Outreach Services

Solicitation Number: 11199311

Posted date: Aug 27, 2018

Response due Date and Time: Sep 17, 2018 11:00 am Pacific

Set Aside: Service-Disabled Veteran-Owned Small Business

Contracting Office Address:

United States Property and Fiscal Office ATTN: USPFO-P, 1776 Militia Way/PO Box 14350 Salem, Oregon 97309-5047

Performance Location:

Service Member Family Support (SMFS)

ANDERSON READINESS CENTER (ARC)

3225 State Street Salem, Or 97309

Description

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.

The solicitation is No. 11199311 and is issued as a Request for Quote (RFQ). The RFQ will result in a firm fixed price contract. The North American Industry Classification System (NAICS) code for this acquisition is 541612 – Human Resources Consulting Services

The government intends to award a Firm Fixed price contract award. Electronic quotations are the only acceptable method of quotation. Faxed offers will not be considered. Email quotations to Phillip Chik, at: phillip.l.chik2.civ@mail.mil. The award will only be made to an offeror whose quotation is all-inclusive of the requirements on this solicitation.

Offerors must be actively registered on the Systems for Award Management database (SAM).

Information concerning SAM requirements may be viewed via the Internet at https://www.sam.gov/portal/public/SAM/ or by calling the SAM Registration Center at 866-606- 8220. Only contractors who are registered in the Systems for Award Management (SAM) can be awarded a contract. Offerors must have electronic funds transfer (EFT) capability. Offerors’ proposals shall be valid for a minimum of 30 days to be acknowledged in the offerors’ proposal.

Contractors must be actively registered with Wide Area Work Flow (WAWF) at http://wawf.eb.mil. Clauses may be accessed electronically in full text through http://farsite.hill.af.mil.

Period of Performance (POP): After contract award, the anticipated Period of Performance (PoP) will be from September 25, 2018 through September 24, 2019.

Information to Offerors

All Quotes shall be firm-fixed pricing.

If you have any questions or concerns regarding this Request for Quote (RFQ), please contact Phillip Chik at 503-584-3784 or at email: phillip.l.chik2.civ@mail.mil. To ensure receipt of your quote, please send quote to Phillip Chik

SAM vendor registration is required. Please visit www.sam.gov . Step-by-step information on how to register is detailed on the website. Lack of registration in the SAM database will make an offeror ineligible for award. Offerors must be actively registered on the Systems for Award Management database (SAM). Information concerning SAM requirements may be viewed via the Internet at https://www.sam.gov/portal/public/SAM/ or by calling the SAM Registration Center at 866-606-8220. Only contractors who are registered in the Systems for Award Management (SAM) can be awarded a contract. Offerors must have electronic funds transfer (EFT) capability. Offerors’ proposals shall be valid for a minimum of 30 days to be acknowledged in the offerors’ proposal. Contractors must be actively registered with Wide Area Work Flow (WAWF) at http://wawf.eb.mil. Clauses may be accessed electronically in full text through http://farsite.hill.af.mil

Please review FAR clause 52.229-3 for any exemptions in Federal, State and Local Taxes and their applicability pertaining to your quote for this RFQ.

Basis for Award

The Government will award one contract resulting from this solicitation in accordance with FAR

13.5 to the responsible offeror conforming to all requirements in this solicitation and quoting the lowest price offeror meeting all the requirements of the Selection Criteria outlined in the PWS. It is also required that you provide adequate technical documentation as required by the requirements of this solicitation to determine you are capable of providing the services needed.

The awarded vendor will provide us with the documents listed below. This will be verified by a government representative that the person is technically acceptable before issuance of award.

SELECTION CRITERIA

The contractor must produce these documents along with their firm fixed priced quote in order to be considered for selection based on the following criteria, Please Place your past performance on a separate document entitled Past Performance (Selection Criteria Documents) along with your quote listed in the bottom of this section. Offeror will be rated “technically acceptable” if the quote meets the requirements of the solicitation. The offeror must adequately address the performance standards in each item listed in section 3 Performance Requirements of the PWS.

Offeror will be rated “technically unacceptable” fi the quote does not meet the requirements of the solicitation. The price listed at the bottom of this section will be evaluated for price only:

Key Personnel

a) Key personnel. The Offeror shall propose key personnel for the following position:

1) Project Manager

Failure of the Offeror to propose the required key personnel position will adversely affect the Government’s evaluation of the proposal and may make the proposal ineligible for award.

Qualifications and suitability. SMFS will evaluate the proposal key personnel qualifications and suitability for the proposed position in relation to the work for which they are proposed to perform and areas of responsibility. The qualifications and suitability of the individual key personnel will be evaluated of the following:

1) Education. SMFS will evaluate the key personnel on their education, training, certifications, experience, and/or licenses. Experience, in lieu of education, may be considered.

2) Experience. SMFS will evaluate the key personnel on their recent relevant experience in performing work similar in scope, size, and complexity.

3) Demonstrated performance. SMFS will evaluate the key personnel on their recent relevant past performance, including leadership and other accomplishments, as demonstrated through the resume information and reference checks.

b) SMFS may contact references of key personnel and previous employers to verify the accuracy of the information contained in the resume and to further assess the qualifications and suitability of proposed key personnel. SMFS may also consider information received from other sources in its evaluation of key personnel.

Failure of the Offeror to provide a letter of commitment for key personnel may adversely affect the Government’s evaluation of the proposal.

Past Performance:

Must provide 1, but no more than 3 jobs that have been done that are similar in scope.

Price

CLIN 0001 Employment and Education Services POP September 25th 2018 through September 24th 2019 I/U 12 Months $_____________ TOTAL $_______________

CLIN 0002 Travel for events POP September 25th 2018 through September 24th 2019 I/U 12 Months $_____________ TOTAL $_______________

CLIN 0003: Army Contractor Manpower Reporting Requirement (yearly requirement).

Include price for this reporting requirement (see requirement below) or indicate “No Charge”. TOTAL $________________

TOTAL CLIN 0001 – 0003 TOTAL $_________________

ANTI-TERRORISM TRAINING

Contractor must be able to provide the below training certificates 3 days before the commencement of work is to start on or before September 25th 2018. Certificates must be provided to the Contracting Officers Representative (COR) along with copies sent to the Contracting Officer and Contract Specialist.

AT Level I Training. This provision/clause/contract text is for contractor employees with an area of performance within an Army controlled installation, facility or area. All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 10 calendar days before contract start date. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR and to the Contracting Officer, within 3 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website:

https://atlevel1.dtic.mil/at.

iWATCH Training. This standard language is for contractor employees with an area of performance within an Army controlled installation, facility or area. The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 3 calendar days of the training event start date (NLT 26 March 2017), with the results reported to the COR and KO before contract commencement.

Contracting Manpower Recording Act (CMRA): The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the ARMY collection site as described in this associated PWS. The contractor shall complete Contractor Manpower Reporting (CMR) in accordance with the requirements outlined in the PWS. Information regarding CMR, including contractor user guides, can be obtained at the following website:

https://cmra.army.mil/help/glossary.html

Unit Identification Code (UIC) for the Requiring Activity: W8BAAA

Issuing Office DoDAAC: W912JV

Requirements for your Quote

Please submit a quote on your company letterhead showing a price per contract line item (CLIN) with a total price at the bottom. Include the following information on your quote: Cage code, Tax ID number, company name, phone number, contact, and email. You may also fill out the PDF version on FBO of the solicitation and send in by the closing due date and time. The award will only be made to an offeror that is all-inclusive of the requirements for this solicitation.

PRICES QUOTED MUST BE VALID FOR 30 DAYS.

FOB Destination TO:

ORARNG

1776 Militia Way/PO Box 14350 Salem, Oregon 97309-5047

Please return this page and provide the following information.

Contact Person: ________________________________________________________

E-mail Address: ________________________________________________________

Telephone: ____________________________________________________________

DUNS Number: _________________________________________

CAGE Code: ________________________________________

Federal Tax ID Number _____________________________________________

WD 15-5574 (Rev.-6) was first posted on www.wdol.gov on 08/14/2018

REGISTER OF WAGE DETERMINATIONS UNDER | U.S. DEPARTMENT OF

LABOR

THE SERVICE CONTRACT ACT | EMPLOYMENT STANDARDS

ADMINISTRATION

By direction of the Secretary of Labor | WAGE AND HOUR DIVISION

| WASHINGTON D.C. 20210

| Wage Determination No.: 2015-5574 Daniel W. Simms Division of | Revision No.: 6 Director Wage Determinations| Date Of Revision: 08/03/2018 Note: Under Executive Order (EO) 13658, an hourly minimum wage of $10.35 for calendar year 2018 applies to all contracts subject to the Service Contract Act for which the contract is awarded (and any solicitation was issued) on or after January 1, 2015. If this contract is covered by the EO, the contractor must pay all workers in any classification listed on this wage determination at least $10.35 per hour (or the applicable wage rate listed on this wage determination, if it is higher) for all hours spent performing on the contract in calendar year 2018. The EO minimum wage rate will be adjusted annually. Additional information on contractor requirements and worker protections under the EO is available at www.dol.gov/whd/govcontracts State: Oregon

Area: Oregon Counties of Marion, Polk **Fringe Benefits Required Follow the Occupational Listing**

OCCUPATION CODE - TITLE FOOTNOTE RATE

01000 - Administrative Support And Clerical Occupations 01020 - Administrative Assistant 23.54 01041 - Customer Service Representative I 13.16 01042 - Customer Service Representative II 14.79 01043 - Customer Service Representative III 16.14 01051 - Data Entry Operator I 13.11 01052 - Data Entry Operator II 14.30 01060 - Dispatcher, Motor Vehicle 20.74 01070 - Document Preparation Clerk 15.13 01090 - Duplicating Machine Operator 15.13 01111 - General Clerk I 13.41 01112 - General Clerk II 14.63 01113 - General Clerk III 17.33 01120 - Housing Referral Assistant 20.76 01141 - Messenger Courier 15.72 01191 - Order Clerk I 15.53

01192 - Order Clerk II 16.95 01311 - Secretary I 16.65 01312 - Secretary II 18.62 01313 - Secretary III 20.76 01320 - Service Order Dispatcher 18.54 01410 - Supply Technician 23.54 01420 - Survey Worker 19.88 01460 - Switchboard Operator/Receptionist 14.60 01531 - Travel Clerk I 13.60 01532 - Travel Clerk II 14.80 01533 - Travel Clerk III 15.93 01611 - Word Processor I 14.83 01612 - Word Processor II 16.65 01613 - Word Processor III 19.59 13000 - Information And Arts Occupations 13011 - Exhibits Specialist I 24.13 13012 - Exhibits Specialist II 29.90 13013 - Exhibits Specialist III 36.58 13047 - Librarian 33.11 13050 - Library Aide/Clerk 13.62 13054 - Library Information Technology Systems 29.90 Administrator 13058 - Library Technician 18.02 13061 - Media Specialist I 21.58 13062 - Media Specialist II 24.13 13063 - Media Specialist III 26.90 13090 - Technical Order Library Clerk 17.10 13110 - Video Teleconference Technician 21.58 15000 - Instructional Occupations 15050 - Computer Based Training Specialist / Instructor 28.55 15060 - Educational Technologist 40.96 15090 - Technical Instructor 21.90 15095 - Technical Instructor/Course Developer 26.79 15110 - Test Proctor 17.79 15120 - Tutor 17.79 24000 - Personal Needs Occupations 24550 - Case Manager 18.65 24570 - Child Care Attendant 10.95 24580 - Child Care Center Clerk 14.34 24610 - Chore Aide 11.83 24620 - Family Readiness And Support Services 18.65 Coordinator 24630 - Homemaker 18.65

Note: Executive Order (EO) 13706, Establishing Paid Sick Leave for Federal Contractors, applies to all contracts subject to the Service Contract Act for which the contract is awarded (and any solicitation was issued) on or after January 1, 2017. If this contract is covered by the EO, the contractor must provide employees with 1 hour of paid sick leave for every 30 hours they work, up to 56 hours of paid sick leave each year. Employees must be permitted to use paid sick leave for their own illness, injury or other health-related needs, including preventive care; to assist a family member (or person who is like family to the employee) who is ill, injured, or has other health-related needs, including preventive care; or for reasons resulting from, or to assist a family member (or person who is like family to the employee) who is the victim of, domestic violence, sexual assault, or stalking. Additional information on contractor requirements and worker protections under the EO is available at www.dol.gov/whd/govcontracts.

ALL OCCUPATIONS LISTED ABOVE RECEIVE THE FOLLOWING BENEFITS:

HEALTH & WELFARE: Life, accident, and health insurance plans, sick leave, pension plans, civic and personal leave, severance pay, and savings and thrift plans. Minimum employer contributions costing an average of $4.48 per hour computed on the basis of all hours worked by service employees employed on the contract.

HEALTH & WELFARE EO 13706: Minimum employer contributions costing an average of $4. 18 per hour computed on the basis of all hours worked by service employees employed on the covered contracts. *

*This rate is to be used only when compensating employees for performance on an SCA-covered contract also covered by EO 13706, Establishing Paid Sick Leave for Federal Contractors. A contractor may not receive credit toward its SCA obligations for any paid sick leave provided pursuant to EO 13706.

VACATION: 2 weeks paid vacation after 1 year of service with a contractor or successor, 3 weeks after 5 years, and 4 weeks after 15 years. Length of service includes the whole span of continuous service with the present contractor or successor, wherever employed, and with the predecessor contractors in the performance of similar work at the same Federal facility. (Reg. 29 CFR 4.173)

HOLIDAYS: A minimum of ten paid holidays per year: New Year's Day, Martin Luther King Jr.'s Birthday, Washington's Birthday, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans' Day, Thanksgiving Day, and Christmas Day. (A contractor may substitute for any of the named holidays another day off with pay in accordance with a plan communicated to the employees involved.) (See 29 CFR 4.174)

THE OCCUPATIONS WHICH HAVE NUMBERED FOOTNOTES IN PARENTHESES

RECEIVE THE FOLLOWING:

1) COMPUTER EMPLOYEES: Under the SCA at section 8(b), this wage determination does not apply to any employee who individually qualifies as a bona fide executive, administrative, or professional employee as defined in 29 C.F.R. Part 541. Because most Computer System Analysts and Computer Programmers who are compensated at a rate not less than $27.63 (or on a salary or fee basis at a rate not less than $455 per week) an hour would likely qualify as exempt computer professionals, (29 C.F.R. 541.

400) wage rates may not be listed on this wage determination for all occupations within those job families. In addition, because this wage determination may not list a wage rate for some or all occupations within those job families if the survey data indicates that the prevailing wage rate for the occupation equals or exceeds $27.63 per hour conformances may be necessary for certain nonexempt employees. For example, if an individual employee is nonexempt but nevertheless performs duties within the scope of one of the Computer Systems Analyst or Computer Programmer occupations for which this wage determination does not specify an SCA wage rate, then the wage rate for that employee must be conformed in accordance with the conformance procedures described in the conformance note included on this wage determination.

Additionally, because job titles vary widely and change quickly in the computer industry, job titles are not determinative of the application of the computer professional exemption. Therefore, the exemption applies only to computer employees who satisfy the compensation requirements and whose primary duty consists of:

(1) The application of systems analysis techniques and procedures, including consulting with users, to determine hardware, software or system functional specifications;

(2) The design, development, documentation, analysis, creation, testing or modification of computer systems or programs, including prototypes, based on and related to user or system design specifications;

(3) The design, documentation, testing, creation or modification of computer programs related to machine operating systems; or

(4) A combination of the aforementioned duties, the performance of which requires the same level of skills. (29 C.F.R. 541.400).

** UNIFORM ALLOWANCE **

If employees are required to wear uniforms in the performance of this contract (either by the terms of the Government contract, by the employer, by the state or local law, etc.), the cost of furnishing such uniforms and maintaining (by laundering or dry cleaning) such uniforms is an expense that may not be borne by an employee where such cost reduces the hourly rate below that required by the wage determination. The Department of Labor will accept payment in accordance with the following standards as compliance:

The contractor or subcontractor is required to furnish all employees with an adequate number of uniforms without cost or to reimburse employees for the actual cost of the uniforms. In addition, where uniform cleaning and maintenance is made the responsibility of the employee, all contractors and subcontractors subject to this wage determination shall (in the absence of a bona fide collective bargaining agreement providing for a different amount, or the furnishing of contrary affirmative proof as to the actual cost), reimburse all employees for such cleaning and maintenance at a rate of $3.35 per week (or $.67 cents per day). However, in those instances where the uniforms furnished are made of "wash and wear" materials, may be routinely washed and dried with other personal garments, and do not require any special treatment such as dry cleaning, daily washing, or commercial laundering in order to meet the cleanliness or appearance standards set by the terms of the Government contract, by the contractor, by law, or by the nature of the work, there is no requirement that employees be reimbursed for uniform maintenance costs.

** SERVICE CONTRACT ACT DIRECTORY OF OCCUPATIONS **

The duties of employees under job titles listed are those described in the "Service Contract Act Directory of Occupations", Fifth Edition (Revision 1), dated September 2015, unless otherwise indicated.

** REQUEST FOR AUTHORIZATION OF ADDITIONAL CLASSIFICATION AND WAGE

RATE, Standard Form 1444 (SF-1444) **

Conformance Process:

The contracting officer shall require that any class of service employee which is not listed herein and which is to be employed under the contract (i.e., the work to be performed is not performed by any classification listed in the wage determination), be classified by the contractor so as to provide a reasonable relationship (i.e., appropriate level of skill comparison) between such unlisted classifications and the classifications listed in the wage determination (See 29 CFR 4.6(b)(2)(i)). Such conforming procedures shall be initiated by the contractor prior to the performance of contract work by such unlisted class(es) of employees (See 29 CFR 4.6(b)(2)(ii)). The Wage and Hour Division shall make a final determination of conformed classification, wage rate, and/or fringe benefits which shall be paid to all employees performing in the classification from the first day of work on which contract work is performed by them in the classification. Failure to pay such unlisted employees the compensation agreed upon by the interested parties and/or fully determined by the Wage and Hour Division retroactive to the date such class of employees commenced contract work shall be a violation of the Act and this contract.

(See 29 CFR 4.6(b)(2)(v)). When multiple wage determinations are included in a contract, a separate SF-1444 should be prepared for each wage determination to which a class(es) is to be conformed.

The process for preparing a conformance request is as follows:

1) When preparing the bid, the contractor identifies the need for a conformed occupation(s) and computes a proposed rate(s).

2) After contract award, the contractor prepares a written report listing in order the proposed classification title(s), a Federal grade equivalency (FGE) for each proposed classification(s), job description(s), and rationale for proposed wage rate(s), including information regarding the agreement or disagreement of the authorized representative of the employees involved, or where there is no authorized representative, the employees themselves. This report should be submitted to the contracting officer no later than 30 days after such unlisted class(es) of employees performs any contract work.

3) The contracting officer reviews the proposed action and promptly submits a report of the action, together with the agency's recommendations and pertinent information including the position of the contractor and the employees, to the U.S. Department of Labor, Wage and Hour Division, for review (See 29 CFR 4.6(b)(2)(ii)).

4) Within 30 days of receipt, the Wage and Hour Division approves, modifies, or disapproves the action via transmittal to the agency contracting officer, or notifies the contracting officer that additional time will be required to process the request.

5) The contracting officer transmits the Wage and Hour Division's decision to the contractor.

6) Each affected employee shall be furnished by the contractor with a written copy of such determination or it shall be posted as a part of the wage determination (See 29 CFR 4.6(b)(2)(iii)).

Information required by the Regulations must be submitted on SF-1444 or bond paper.

When preparing a conformance request, the "Service Contract Act Directory of Occupations" should be used to compare job definitions to ensure that duties requested are not performed by a classification already listed in the wage determination.

Remember, it is not the job title, but the required tasks that determine whether a class is included in an established wage determination. Conformances may not be used to artificially split, combine, or subdivide classifications listed in the wage determination (See 29 CFR 4.152(c)(1)).

Performance Work Statement (PWS) Oregon Service Member and Family Employment and

Education Program FY18

Vision Statement 1 Introduction

1.1 Mission

1.2 Scope

2 General Requirements

2.1 Non-Personal Services

2.2 Business Relations

2.3 Contract Administration and Management

2.3.1 Contract Management

2.3.2 Contract Administration

2.3.3 Personnel Administration

2.3.4 Removal of Personnel

2.3.5 Employment and Staffing

2.3.6 Contractor Employee Qualifications

2.3.6.1 Qualifications Requirements

2.3.7 Exempt Professional Employees

2.3.8 Combating Trafficking in Persons

2.3.9 Contractors responsibility

2.3.10 Monthly Hour / Expense Reporting

2.4 Subcontract Management

2.5 Contractor Personnel, Disciplines, and Specialties

2.6 Hours of Work

2.6.1 Facility Closures

2.7 Travel / Temporary Duty (TDY)

3 Performance Requirements

3.1 Develop and utilize a tracking system, client record, and a summary report for clients

3.2 The Contractor shall identify client employability status and develop individualized plan to strengthen the individual’s career and employment opportunities

3.3 The Contractor shall identify client educational needs to develop an individualized plan to strengthen the individual’s education and career path

3.4 Advertising Employment and Education Outreach efforts

3.5 The Contractor shall perform the following in support of Task: 3.1, 3.2, and 3.3.

3.6 Centralized Reporting and Collaboration Tool

3.6.1 Centralized Collaboration Tool Performance Requirements 4 Special Requirements

4.1 Security and Safety

4.1.1 Safety

4.1.2 Confidentiality

4.1.3 Personal Information

4.1.4 Identification of Contractor Employees…………………………………………………………………

4.2 Transition

4.3 Government Furnished Materials

4.4 Quality

4.4.1 Quality Control

4.4.2 Data Rights

4.4.3 Quality Assurance Surveillance Plan (QASP)

4.5 Contractor Manpower Reporting Application (CMRA)………………………………………………….

5 Deliverables 6 Related Documents…………………………………………………………………………………………..

7 Acronyms List

Performance Work Statement (PWS) Oregon Service Member and Family Employment and Education Program FY18

Vision Statement

The Oregon Employment and Education Outreach Program functions to assist Reserve Component Service Members, Veterans, and their Families with employment and educational needs.

1 Introduction In general, the contractor shall be able to provide all labor, tools, supervision, materials, events, training, tracking, reporting and equipment to support the listed services. Assistance in the development and implementation of outreach services for military personnel entering / re-entering the civilian community with concentration on education and employment opportunities. Network with the local government and other agencies and disseminate this information to the appropriate Veterans and / or Service Members.

Provide career support to include career assessment, resume writing, interview skills coaching and identification of employment barriers. Participate in Yellow Ribbon events for the Oregon National Guard;

identify educational and employment needs of Service Members and their Families within each geographic area. Provide reports back to the Oregon National Guard to include but not limited to pre-employment and educational progress, special focus is on the status of unemployed Service Members deployed since 2003 to capture information on their progress regarding employment and education.

1.1 Mission

The Oregon National Guard Service Member and Family Support Directorate (SMFS) has a requirement for contractor support to manage all aspects of a Reserve Component Employment and Education Outreach program designed to identify Service Members, Veterans and their Families eligible for support and provide them with information on available benefits and connect them with sources of support / services. The Contractor shall perform all functions necessary to develop and implement programs to identify and support the employment and educational needs of Service Members and Family Members.

Contractor shall also inform and educate them on available programs at the national, state and local levels and develop information on improving program effectiveness and offerings. Special emphasis is on gathering information on effectiveness of the program to include: trend analysis, needs assessment surveys and summary reports.

1.2 Scope

The Oregon National Guard has the requirement to provide face to face education and employment services to primarily Reserve Component Service Members and their families with secondary focus on Veterans of all branch services within the state of Oregon. The Service Member Family Support division had divided Oregon into 7 regions (shown in the attached regional Family Assistance Support map).

Among the 7 regions there are 7 regional headquarters (HQ): Albany, Salem, Portland Metro, La Grande, Springfield, Medford and Bend. Additional high population areas of consideration are: Clackamas, Hillsboro, Kamath Falls, Pendleton, Ontario, Astoria, and Coos Bay. The desired outcome is providing assistance in gaining meaningful employment and/or further education with the means to track client interaction and results. This contract will cover the Oregon National Guard with a force of approximately 7,862. It will further cover the personnel from Active and Reserve Components to include the Army and Army Reserve (927), the Marine Corps and Marine Corps Reserve (486), Air Force and Air Force Reserve (215), the Coast Guard and Coast Guard Reserve (1,132) and Navy Reserve (459). There is an estimated client population of 21,789 men and women serving the State of Oregon, the United States of America and their families. (We are using a factor of 1.98 per service member to estimate the total client population that includes families and retirees.)

2 General Requirements This PWS conveys the basic requirements, performance standards and assessment measures.

Performance standards, when stated in the PWS, provided a general basis for measuring the performance for each requirement.

2.1 Non-Personal Services

The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Procuring Contracting Officer (PCO) immediately.

2.2 Business Relations

The contractor shall successfully integrate and coordinate all activity needed to execute the requirement.

The contractor shall manage the timeliness, completeness, and quality of problem identification. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of subcontractors. The contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

2.3 Contract Administration and Management

The following subsections specify requirements for contract, management, and personnel administration.

2.3.1 Contract Management

The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to the requirement. The contractor must maintain continuity between the support operations at place of performance as specified in the contract and the contractor's corporate offices. The contractor shall provide management of subcontracts so as to ensure transparency of services to the Government; this includes timely payment of sub-contractors and organic personnel, which is the singular responsibility of the contractor. The Contracting Officer Representative (COR) shall ensure that contractor employees do not perform any services outside the scope of the contract without an official modification issued by the Contracting Officer (KO). The COR shall ensure contractor employees understand that services performed outside the scope of the contract are performed wholly at the expense of the contractor.

2.3.2 Contract Administration

The contractor shall establish processes and assign appropriate resources to effectively administer the requirement. The contractor shall designate and maintain a single point of contact between the Government and Contractor personnel assigned to support the contract. The contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on the requirement.

2.3.3 Removal of Personnel

The Government reserves the right to require the contractor to remove contractor employees at any time due to violation of law, regulation or imminent danger to government employees, facilities or interests.

The contractor is responsible at all times for providing service at the required level and must develop a plan to ensure continuity of services in the event of unexpected departure or removal of contractor personnel.

2.3.4 Employment and Staffing

Employment and staffing difficulties shall not be justification for the contractor’s failure to meet established requirements. If such difficulties impair performance, the contractor may be subject to termination for cause.

2.3.5 Contractor Employee Qualifications

The contractor is responsible for providing a fully qualified work force. The contractor shall employ and utilize only experienced, responsible and capable persons in the performance of work under this contract.

All employees must be citizens of the United States.

2.3.5.1 Key Personnel Qualifications Requirements

The Project Manager is considered a Key Personnel position. Key Personnel required Bachelor’s degree or demonstrated practical experience in the area(s) of expertise required by the technical specifications, as well as a demonstrated capability in program / project coordination applications with two years’ experience. Possess knowledge directly related to the requirements as they relate to the Reserve Components. In addition, the project manager must have team lead or management experience. The project manager cannot be dual hatted. Any replacement to the Project Manager must be approved by the KO.

2.3.6 Exempt Professional Employees

Contractor employees supporting this requirement are identified as professional employees as defined in 29 CFR 541 and are not subject to the requirements of the Service Contract Act of 1965 (FAR Subpart

22.11 Professional Employee Compensation). The Contractor shall ensure the labor categories as defined in the Labor Categories document, labor rates, and man-hours utilized in the performance of each Task Order (PWS line item) issued hereunder will be the minimum necessary to accomplish the task.

2.3.7 Combating Trafficking in Persons

The United States Government has adopted a zero tolerance policy regarding trafficking in persons.

Contractors and contractor employees shall not engage in severe forms of trafficking in persons during the period of performance of the contract; procure commercial sex acts during the period of performance of the contract; or use forced labor in the performance of the contract. The Contractor shall notify its employees of the United States Governments zero tolerance policy, the actions that will be taken against employees for violations of this policy. Such actions may include, but are not limited to, removal from the contract, reduction in benefits, or termination of employment. The Contractor shall take appropriate action, up to and including termination, against employees or subcontractors that violate the US Government policy as described at FAR 22.17. Contractor will provide anti human trafficking training in support of this requirement.

2.3.8 Contractors responsibility

The contractor has sole responsibility to supervise, remove, replace, discipline or approve leave for its employees. In the event that an employee is removed or replaced, the contractor shall notify the COR whenever changes are proposed. If the employee being replaced is key personnel, it must be approved by the KO.

2.3.9 Monthly Hour / Expense Reporting

The Contractor shall itemize monthly costs, breaking down hours worked and travel expenses. The contractor shall organize this information by CLIN and shall differentiate tasking costs individually and separately to facilitate cost monitoring. The report shall include costs incurred through the calendar month prior to the report. This report shall be submitted with the invoice.

2.3.10 Post Award Conference/Periodic Progress Meetings

The contractor agrees to attend any post award conference convened by the KO in accordance with Federal Acquisition Regulations Subpart 42.5. The KO, COR, and other Government personnel, as appropriate, may meet periodically with the contractor to review the contactor’s performance. At these meetings, the KO will apprise the contractor of how the Government views the contractor’s performance and the contractor shall apprise the Government of problems, if any, being experienced The contractor shall resolve outstanding issues raised by the Government. Contractor attendance at these meetings shall be at no additional cost to the Government.

2.3.11 Phase In / Phase Out Period

To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board during the thirty (30) day Phase In/ Phase Out periods. During the Phase In period, the Contractor shall become familiar with performance requirements in order to commence full performance of services on the contract start date.

2.4 Subcontract Management

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. In the event that a potential OCI is identified, the prime contractor is responsible for immediately preparing and submitting to the KO for approval, and adequate mitigation plan. Contractors may add subcontractors to their team after notification to the PCO or COR.

2.5 Contractor Personnel, Disciplines, and Specialties

The contractor shall accomplish the assigned work by employing and utilizing qualified personnel with appropriate combinations of education, training, and experience. The contractor shall match personnel skills to the work or task with a minimum of under/over employment of resources. The Contractor shall provide the necessary resources and infrastructure to manage, perform, and administer the contract.

2.6 Hours of Work

The contractor shall provide services between the core hours of 8:00 am to 4:30 pm Monday thru Friday.

Flexibility in schedule is required to accommodate meetings with program participants, scheduled outreach events and drill weekends. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS. The ten (10) federal holidays are to be observed and do not require staff to respond (New Year’s Day, Martin Luther King Jr, President’s Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, Christmas Day). When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential. The Government shall not be liable for overtime hours incurred in excess of the aforementioned minimum coverage. Travel throughout Oregon is required.

2.6.1 Facility Closures

When an unforeseen Government facility closure occurs on a scheduled day of work, the Contractor shall not be required to perform any services on the day of the closure and shall receive no payment (unless the KO designates the services as essential during the time of facility closure). In the event of a partial day unforeseen Government facility closure, the Government will notify the Contractor within one hour after notification of the facility closure is received. Payment of a partial day closure will be made for the actual time worked.

2.7 Travel / Temporary Duty (TDY)

Travel to other government facilities and to client meetings at a variety of locations, to include travel to outlying areas, in the state shall be required.

Estimated travel mileage/events per year

Region City Total Mileage estimated per Region

Estimated number of nights of lodging for events outside 50 radius of duty location

Region 1 Salem 5860 22 Region 2 and Region 4 Portland 16,624 36

Region 3 La Grande 5320 12

Region 5 Springfield 6847 20

Region 6 Medford 4500 10

Region 7 Bend 4500 10 Program Manager Oregon 4500 10

120 possible nights of lodging

3 Performance Requirements The following section specifies the Performance Objectives, Performance Elements and Specified Tasks for the contract.

3.1 Develop and utilize a tracking system, client record, and a summary report for clients.

Performance Standards

a) STD: Develop a record for each client AQL: 100% accountability

b) STD: Tracking system that generates monthly reports, to include: Who, What, When, Where, Why, and How.

AQL: 95% accuracy Deliverables A3 Summary report Inspection What: Client records summary report How: Contractor report and random inspections Frequency: Monthly Who: COR

3.1.1 The Contractor shall compile and manage daily an intake form, phone log, email correspondence, status reports, customer surveys and a follow up log within each client's record.

Performance Standards

a) STD: Chronologically Organized AQL: 100% of the time

b) STD: Detailed Essential Information with above information fields AQL: 95% accuracy

c) STD: Historical Records accessible to KO and COR for review of documents AQL: 100% of the time Deliverables A3 Summary report A4 Develop and submit client record Inspection What: Intake form, phone log, email correspondence, status reports, customer surveys, and follow up log How: Random Inspection of client records Frequency: Monthly review

3.1.2 The Contractor shall design and maintain Intake forms for clients. Intake forms must contain at minimum the client's name, service affiliation (if dependent, sponsors service affiliation), service dates, service status (guard, reserve, inactive, etc.), location (home of record / currently living), and resource needed. Develop intake form including all above desired information and ensure form is used for every intake Performance Standards

a) STD: Verify / Validate Client Forms

AQL: 100%

b) STD: Accurate AQL: 95% of the time Deliverables A3 Summary Report A4 Develop and submit client record Inspection

What: Intake Forms How: Contractor will compile a report

3.1.3 The Contractor shall document and return phone and emails calls from clients.

Performance Standards

a) STD: Within 24 hours AQL: 95% of the time Deliverables A4 Develop and submit client record Inspection What: Develop and submit client records, customer surveys How: Contract report

3.1.4 The Contractor shall track success of employment placements including longevity of employment and wage progression.

Performance Standards

a) STD: Track success AQL: 100% accuracy Deliverables A4 Develop and submit client record Inspection What: Develop and submit client record How: Random Inspection Frequency: Random

3.1.5 The Contractor shall identify trends and areas of improvement. Generate and maintain a summary report containing information to build a trend analysis of data collected in previous tasks above.

Performance Standards

a) STD: Create customer surveys and distribute one to each client. Tracking system that generates monthly reports, to include: Who, What, When, Where, Why, and How.

AQL: 100% on time submission of monthly summary report Deliverables A3 Summary report A4 Develop and submit client record A10 Customer Survey Inspection What: Summary report, develop and submit client record, customer surveys How: Contract report Frequency: Monthly and random inspections

3.2 The Contractor shall identify client employability status and develop individualized plan to strengthen the individual’s career and employment opportunities.

a) STD: Plan clearly and accurately assesses the importance of identified resources

AQL: 90% customer satisfaction based on completed customer surveys, client record and summary report Deliverables A3 Summary report A4 Develop and submit client record A5 Regional resource report A10 Customer Survey Inspection What: Summary report, develop and submit client record, regional resource report, customer surveys How: Contractor report, and random inspections

3.2.1 The Contractor shall provide face to face assistance with résumé building and if needed, mock interviews for clients.

Performance Standards

a) STD: Identifies and corrects deficiencies AQL: 90% customer satisfaction based on completed customer surveys, client record and summary report Deliverables A3 Summary report A4 Develop and submit client record A10 Customer Survey Inspection What: Summary report, develop and submit client record, customer surveys How: Contractor report and random inspections

3.2.2 The Contractor shall determine job compatibility based on skill set for career path.

a) STD: Plan clearly and accurately assesses the importance of identified resources AQL: 90% customer satisfaction based on completed customer surveys, client record and summary report Deliverables A3 Summary report A4 Develop and submit client record A10 Customer Survey Inspection What: Summary report, develop and submit client record, customer surveys How: Contractor report and random inspections Frequency: Random Who: COR

3.2.3 The Contractor shall maintain and update job listings on weekly basis by city, county, and/or region for employment seekers.

Performance Standards

a) STD: Reports are accurate AQL: 100% of the time Deliverables A6 Regional employment availability listings.

Inspection What: Job listings How: Request job listings by email or in person

Frequency: Random documented surveillance no less than twice per month.

3.3 The Contractor shall identify client educational needs to develop an individualized plan to strengthen the individual’s education and career path.

Performance Standards

a) STD: Plan clearly and accurately assesses the importance of identified resources AQL: 90% customer satisfaction based on completed customer surveys, client record and summary report Deliverables A3 Summary report A4 Develop and submit client record A5 Regional resource report A10 Customer Survey Inspection What: Summary report, develop and submit client record, regional resource report, customer surveys How: Contractor report and random inspections

3.3.1 The Contractor shall maintain and update educational resources point of contacts listing by city, county, and/or region for clients.

Performance Standards

a) STD: Reports are accurate AQL: 90% of the time Deliverables A3 Summary Report A4 Develop and submit client record A5 Regional resource report Inspection What: Summary report, develop and submit client record, regional resource report How: Contractor report and random inspections Frequency: Random documented surveillance no less than twice per month.

Who: COR

3.3.2 The Contractor shall ensure all schools presented to service members and veterans are Department of Defense approved.

Performance Standards

a) STD: Task Specified AQL: 100% of the time Deliverables A7 Regional education resource report Inspection What: DoD approved How: Contractor report

3.3.3 Each regional representative shall report on military educational resources to include but not limited to: GI bill, Tuition assistance, grants, and local resources.

a) STD: Summary report

AQL: 95% accuracy Deliverables A3 Summary Report A5 Regional resource report Inspection What: Regional representative ability to remain current in military educational resources, submit summary report How: Regional visits, contractor report, customer surveys, develop and submit client records

3.4 The Contractor shall provide a staffed Employment and Education Outreach display for up to 12 Outreach Events (Yellow ribbon, Job fairs, etc.) throughout the state. Event locations will be within 100 miles of regional HQ's and the contractor will have 45 days’ notice of events. Material must be produced to reflect resources for the event region.

Performance Standards

a) STD: Task Specified

b) STD: Provide a standard booth or table with materials at the events.

AQL: 100% of the time Deliverables A7 Scheduled events A8 Staffed Employment and Education Outreach Display - During up to 12 events as directed.

Inspection What: staffed displays, materials for each region How: Event attendance by COR or…