95332419Q0040_Published_Solicitation.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE 17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

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:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print)

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

8 (A)

NAICS:

SIZE STANDARD:

STANDARD FORM 1449 (REV. 3/2005) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

95332419Q0040

TABLE OF CONTENTS:

Listing of Incorporated Purchase Requisitions Section B - Supplies or Services and Prices/Costs Section C - Description/Specifications/Work Statement Section D - Packaging and Marking Section E - Inspection and Acceptance Terms Section F - Delivery or Performance Section G - Contract Administration Data Section H - Special Contract Requirements Section I - Contract Clauses Section J - List of Documents, Exhibits, and other Attachments Section K - Representations, Certifications, and Other Statements of Offerors Section L - Instructions, Conditions and Notices to Offerors Section M - Evaluation Factors for Award

Listing of Incorporated Purchase Requisitions

Incorporated Purchase Requisition Numbers:

Section B - Supplies or Services and Prices/Costs

Clauses incorporated by reference

None

Clauses incorporated by full text

Section B - Supplies or Services

B.1 SERVICES TO BE PROVIDED

The Millennium Challenge Corporation (MCC) seeks to establish a single award Blanket Purchase Agreement (BPA) and a Call Order for the Corporate Enterprise Learning Development program. In accordance with the terms and conditions as provided in this solicitation, the Contractor shall provide the technical expertise and services needed to accomplish the requirements described herein (Section C).

The contractor shall provide services to the Millennium Challenge Corporation's Human Resources Division in the Administration and Finance Department. In accordance with the Statement of Work, the Offeror shall provide all labor, supervision, project management, materials, and support for each of the following four (4) elements: (1) Program Development; (2) Planning; (3) Implementation; and Communication Support. The following elements shall provide a guide for the prospective contractor to create a robust, flexible, and customer-responsive learning and development program aligned with MCC's move towards Integrated Talent Management (ITM).

B.2 FAR 52.216-1 – TYPE OF CONTRACT (APR 1984)

The Millennium Challenge Corporation (MCC) anticipates the award of a single award Blanket Purchase Agreement. Under this Blanket Purchase Agreement, Call Orders will be issued at the discretion of the MCC. Call Orders may be issued on a Firm-Fixed Price or Time and Materials basis.

B.3 ORDERING PROCEDURES

This BPA for Corporate Enterprise Learning Development program is established in accordance with FAR Part 13.303. The ordering activity shall follow the BPA ordering procedures as stated below. All appropriately warranted MCC Contracting Officers are authorized to place orders against this BPA.

MCC will establish evaluation factors such as technical capability, past performance and price and will evaluate all responses received and place a Call Order that is most advantageous to the Government.

B.4 FUNDING

Funding will be obligated to call orders for the services to be provided. The Government is not obligated to reimburse and the Offeror shall not incur any costs in excess of the total amount allotted by the Government to the contract. The Offeror assumes the risk for any increased costs beyond what the Government obligates.

Increases in ceiling or funding amounts shall only be accomplished through direction and/or execution of modifications against the contract.

B.5 ITEMS AND PRICES

Offerors shall submit their direct labor hourly rates for each labor category proposed in accordance with the schedule in B.6.

At the time of award, information from the price schedule submitted by the offeror will be incorporated into this section. The contractor can propose additional labor categories that would be required to execute this requirement. Offerors shall submit the table below as part of their BPA pricing rates. In a separate spreadsheet, Offerors shall provide backup documentation with the details of the labor categories and labor rates.

Unless expressly identified otherwise in a Call Order, the Contractor shall provide all personnel, transportation, and other services required to perform the tasks as defined in Section C, Performance Work Statement and the terms and conditions contained herein.

B.6 PRICE/COST SCHEDULE

Please provide fully burdened loaded hourly rates for each of the labor categories for each period in the following table below (The labor categories, fully burdened hourly billing rates (inclusive of direct labor, fringe benefits, applicable indirect costs and profit) and ODCs for each year to include a 6 month option (that may or may not be exercised at the end of the term of the BPA), applicable under the BPA should be provided by each offeror):

Minimum

Labor Categories

Proposed Labor Categories Base Year

Year 1 Year 2 Year 3 Year 4 Option

(6 mths)

**Director/Senior Project Manager

**PM

Senior SME (Various Fields)

Analyst

Learning Assistant

Specialist

Instructional System Designer

Training Instructor

Training Instructor

Systems Analyst

Technical Writer/Editor

Graphics Designer

Product Functional Tester

*Other Direct Costs

ODCs approved in advance by the

COR for the following: (1) Data and Monitoring licenses; (2) OTS catalog & resource access; (3) LMS-compatible authoring licenses

(4) 3rd Party Offerings; (5)

Training location;

Materials, Printing, Supplies, and Miscellaneous

(LUMP SUM)

$279,200.00 $320,620.00 $335,202.00 $351,953.00 $369,362.00 $243,564.00

The specific level of effort and ODCs required will be identified on individual Call Orders placed under the BPA. See Attachment J.4 "Sample Pricing Template for Call Order".

*Plug in NTEs for the ODCs (ROUNDED TO THE NEAREST DOLLAR) – DO NOT CHANGE

Call Order 1 pricing shall be prepared and submitted in accordance with Attachment J.4 – Sample Pricing Template for Call Order.

**Offerors must propose key personnel or your quote may be ineligible for award.

B.7 ADDITIONAL LABOR CATEGORIES

In the performance of this contract, it may become desirable to add new labor categories to Section B. In such cases, the Government may identify additional labor categories and the Contractor shall, in good faith, negotiate the hourly rates for the categories with the Contracting Officer. Upon completion of such negotiation, the Contracting Officer will modify the contract to add the new categories. Offerors must include information similar to what is provided on J.1 - Labor Category Description (such as years of experience, certifications, and education) for all new labor categories proposed.

(End of Section B)

Section C - Description/Specifications/Work Statement

Section C - Description/Specifications/Work Statement

C.1. BPA PERFORMANCE WORK STATEMENT (PWS)

1.0 GENERAL

The Millennium Challenge Corporation (MCC), a Federal Corporation created in 2004 under Title VI of the Foreign Operations, Export Financing, and Related Programs Appropriations Act, is responsible for the stewardship of the Millennium Challenge Account (MCA). MCC, an innovative foreign assistance program designed to reduce poverty by promoting sustainable economic growth, is based on the principle that aid is most effective in countries that promote good governance, economic freedom and investments in people.

MCC is staffed by technical professionals, administrative staff, supervisors, and executives across four departments and two offices: AF, Department of Congressional and Public Affairs (CPA), Department of Compact Operations (DCO), Department of Policy and Evaluation (DPE), Office of the Chief Executive Officer (OCEO), and Office of the General Counsel (OGC). MCC's staff complement is composed of approximately 300 full-time federal employees and roughly 100 individuals contracted via special hiring authority. MCC's staff is small, frequently faces tight and binding deadlines, and many travel often in support of agency mission. A small subset (~30) is field-based, on term appointments executing key roles.

The Talent and Organization Development (TOD) unit is a component of the Department of Administration and Finance (AF) in the Division of Human Resources (HR) Management. MCC was established in 2004 to deploy results-driven development products (Compacts, Threshold Programs, and potentially Regional Compacts) to reduce poverty. It is a small independent federal agency established with the expectation it would innovate and operate efficiently. The agency continues to mature along this path as an organization. HR is moving to institute integrated talent management (ITM) practices. The leadership dimensions model (LDM) which underlies MCC's new performance management system aligns with this strategy. A robust, flexible, and customer-responsive learning and development program will serve as an additional component in support of ITM.

2.0 BACKGROUND

TOD supports MCC's mission and CLEAR value of being a learning organization. It accomplishes this via a learning program that: a) logically aligns with the agency's move to ITM; b) enhances MCC professionals' capabilities; c) promotes collaboration across a cadre of professionals from diverse backgrounds; d) ensures compliance with federal training requirements; and e) uses data to continuously adapt and improve.

TOD has put a learning management system (LMS) 'MCCLearn' in place as a centralized learning portal. MCCLearn will provide access to and recording of all learning and development activity for staff and personal service contractors (PSCs). It is currently in soft launch and by Q2FY19 will supplant all manual and share-point applications currently in use. It is a customized Moodle product (obtained and supported via arrangement with OPM Learning). MCCLearn can host web-based content, manage internal registrations and course materials, support VILT and other interactive learning activities, and document purchase of participation in external courses (i.e., SF-182s).

As part of HR's strategic move towards ITM, TOD FY19 priorities are continuing to strengthen learning infrastructure and putting key business-need curricula in place. To deliver, TOD is focused on securing a vendor to partner in framing, planning, executing, and evaluating an innovative, flexible learning program appropriate to a results-oriented federal agency that uses a unique pay-band system (i.e., not GS), works globally, and is relatively thinly staffed with a high concentration of credentialed technical experts. Exhibit 1 summarizes the program for which MCC is seeking a vendor partner.

As evident from Exhibit 1 (Section J – Attachment J.5), both a flexible approach and a varied suite of expertise will be required to translate private sector experience and practice into creation and implementation of a capabilities-driven learning program innovative to government and appropriate to MCC's status as a federal agency, structure, operational model, staff complement, and size. A flexible approach requires adaptability in planning and entails creativity with regard to how learning opportunities are made available to a staff cohort that may be too small to justify an on-site delivery or be on travel schedules that keep them from being in the same place at the same time. When live instructor-led (ILT) is the optimal delivery modality but numbers are insufficient to justify delivering a course internally, innovation may be required (e.g., securing seats in 3rd party course offerings). A range of expertise, and varied levels of effort, is required to provide support from strategic design through curation and delivery of a range of learning opportunities to program evaluation.

3.0 SCOPE OF WORK

MCC is seeking to award a single award blanket purchase agreement (BPA). Under this BPA, Call Orders will be issued at the discretion of the MCC. Call Orders may be issued comprising of firm-fixed price or on a time and materials basis (as indicated) to include other direct costs (ODC) to establish, deliver, improve, and evaluate an innovative, effective learning program for MCC. The Contractor shall provide all labor, supervision, project management, materials, and support for each of the four (4) elements outlined below and in Exhibit 1(Section J – Attachment J.5). All training and materials developed under this contract shall become property of MCC.

3.1 Support of Element I (Program Development): the contractor shall provide sufficiently broad expertise to help TOD define the logical framework and establish a capabilities-based learning and development program. The contractor shall:

• Develop a program logic;

• Provide capability mappings for key roles—ensuring alignment with MCC's LDM;

• Articulate suites of relevant learning activities to support development of role incumbents for both current performance and professional growth;

• Articulate suites of offerings (i.e., model curricula) to support learning and skill development for 'core MCC' knowledge and skills (e.g., on-boarding, supervision, communication skills, system skills, MCC project management);

• Create a data collection plan for program evaluation; and

• Propose a data collection and measurement system (DCMS).

3.2 Support of Element II (Planning): the contractor shall:

• Identify a compendium of learning activities and offerings (e.g., ILT/VLT/web-based courses, job aids, workforce tools, opportunities, activities, publicly accessible online content) aligned with the program logic and roles/capabilities maps;

• Differentiate within the compendium between core and optional/extension of learning to recommend an implementation plan incorporating variety of activity and offering formats;

• Provide a final delivery plan (DP) detailing activities and offerings as agreed that meet both role/capability map and core MCC learning needs. All IT-based course offerings shall be 508 compliant and compatible with MCCLearn to allow for administration via/and or uploading to the system;

• Ensure consideration of adult learning theory, demand data, and sound practice in specifying which delivery modality (web-based, VILT, ILT, action learning, guided practice, and/or other) will be used;

• Consider size and availability of target audience, along with cost-effectiveness in proposing both delivery modality and whether content will be COTS, designed, or secured from 3rd party;

• Provide flexibility in the program to allow for timely responsiveness to unexpected business-driven demand;

• Develop fixed-content (as opposed to VILT) web-based courses (up to 6 per year); and

• Develop a DCMS model.

3.3. Support of Element III (Implementation): the contractor shall:

• Provide the agreed compendium of learning activities and offerings in a MCCLearn-compatible, searchable format that can be uploaded as a catalog for staff/supervisor reference and planning;

• Implement components of the approved learning program;

• Deliver activities and offerings as outlined in the approved DP;

• Develop web-based courses as outlined in the approved DP;

• Logistics support as required for live and VILT deliveries;

• Scan for/respond to unexpected demand;

• Monitor, collect, and analyze evaluation data to support robust learning program evaluation, including to capture data from courses not delivered by the Contractor (e.g., external training accomplished via SF-182s);

and

• Provide software tools/licenses to support o data analysis consistent with the DCMS model and o enable TOD to develop web-based courses.

3.4 Support of Element IV (Communication Support): the contractor shall:

• Develop a communications and outreach plan;

• Implement approved communication plan as specified in the plan; and

• Provide branded materials and templates.

4.0 SPECIFIC TASKS AND RESPONSIBILITIES

These broad elements are not all inclusive, and are intended to guide the offeror in preparing a proposal that demonstrates that the offeror has the technical expertise and skills necessary to successfully perform the work. The following elements shall provide a guide for the prospective contractor to create a robust, flexible, and customer-responsive learning and development program aligned with MCC's move towards ITM.

4.1 PROJECT MANAGEMENT (FIRM FIXED PRICE): The contractor shall provide overall project management of the work identified in the PWS. For individual call orders the contractor shall execute general project management tasks. This may include, but will not necessarily include for each call order:

4.1.1 Conduct a contract kickoff meeting within 10 business days after award of the call order. The Contractor shall present a draft Contractor Project Management Plan (CPMP) and a draft Quality Control Plan (QCP) at the Kickoff Meeting for review and approval by the Government PM team.

4.1.2 Provide a CPMP to describe the Contractor's overall project structure, related management plans and procedures, and the methods used to plan, monitor, control, and improve to best support the requirements identified in the PWS. The plan shall also specify how ad hoc and iterative adjustments will be managed.

4.1.3 Deliver Monthly Progress Reports (MPR). The report shall detail activities executed during the preceding month. The monthly report shall include a section called activities dashboard, which details events (course titles, start dates, end dates, number of completions, and number of unique learners) per month. The dashboard will differentiate between delivery modality: face-to-face, web-based, VILT, blended, or 3rd-party offering. The MPR is due on the fifth calendar day of each month. If this day falls on a Saturday, Sunday, or Government holiday, the MPR is due the next business day. It shall also contain work planned for the subsequent reporting period. The report shall identify any problems that arose and a description of how the problems were resolved. If problems have not been completely resolved, the Contractor shall provide an explanation including their plan and timeframe for resolving the issue(s). The Contractor shall monitor performance against the CPMP and report any deviations/issues to the COR within two business days of identifying said deviation/issue. It is expected that the Contractor will keep in communication with the COR to mitigate escalation of outstanding issues.

4.1.4 Present quarterly programmatic updates on schedule and performance during the In Progress Reviews (IPR) meetings. The Contractor shall provide the COR with a copy of the IPR slide deck no later than two business day prior to the IPR. The IPR is due within the last five business days of each quarter after the initial kick-off meeting.

4.1.5 Develop a Quality Control Plan (QCP) for the purpose of establishing and monitoring quality controls to ensure the Contractor meets all performance metrics identified in the PWS. The draft QCP shall be presented at the Contract Kickoff Meeting. It may be necessary to update the QCP over the project lifecycle. Required updates may be identified by either the Contractor or Government personnel. All updates must be pre-approved by the COR before inclusion in the QCP.

4.2 ELEMENT I, PROGRAM DEVELOPMENT: The objective of this element is to lay the strategic foundation for a coherent, robust program to meet learning and development needs of MCC staff. The purpose is to describe an ideal program; it is not a tactical exercise. This work will primarily be accomplished in the base year but would likely need to be updated and/or expanded in out years. Tasks may include but are not limited to:

4.2.1 Develop a program logic to align TOD activities to MCC's business needs and ITM agenda.

4.2.2 Using data available from MCC's People Planning exercise and MCC's LDM create capabilities maps that identify proficiency levels, standards, and/or indicators for key roles, differentiated by level.

4.2.3 Articulate a compendium of learning activities and offerings, differentiating between core and optional/extension of learning, cross-walked to capability maps. See Exhibit 2 (Section J – Attachment J.6) for an illustration of likely potential content areas.

4.2.4 Articulate components and course offerings for a 'core MCC' curriculum to support essential knowledge development and skill mastery (e.g., on-boarding, supervision, communication skills, system skills, project management, budget, MCC business processes).

4.2.5 Propose software to be used in web-based course development, such as Articulate 360, Gomo, or equivalent software that is MCCLearn-compatible. The system shall include features, or the equivalent, to support the following in e-course design:

• Modality: Accessibility for variations of modalities. The e-course authoring tool will allow for production of multiscreen responsive eLearning authoring Wand creation of high-quality projects with vector images that scale across devices and sizes with no loss of quality.

• Content Conversion: The e-course authoring tool will have the functionality to transform legacy projects into responsive projects and automatically deliver great viewing. Content importing of files shall be SCORM and AICC compatible.

• Supportive Content Flexibility: The e-course authoring tool will support translation of slides into interactive eLearning content. Importing PowerPoint slides into authoring products, with functions of animations, and multimedia; the capability to easily update the content, and keep the original PowerPoint and Adobe files.

• 508 Conformance and Compliance: 508 Compliance authoring functionality that creates courses that meet accessibility standards with closed captions generated from slide notes and for slide videos.

• Web-based Testing: Testing of web-based content or other tools to be integrated into MCCLearn will be overseen by the MCCLearn administrator, a learning specialist in the Talent & Organizational Development branch. This will be accomplished in coordination with OCIO liaison.

4.3 ELEMENT II, PLANNING: The objective of this element is to translate the program logic into a tactical plan applying considerations of business need, staff demand, and resource constraints. This work will occur across each period of performance. The contractor shall, drawing from a current compendium of identified relevant learning activities and offerings (4.2.3), propose and then collaborate with TOD to finalize a delivery plan (DP) for a suite of activities and offerings. The Government retains the right to accept or reject the Contractor's recommendations and will have final approval. Tasks include but are not limited to:

4.3.1 Develop the DP in Microsoft Excel 2010 or other appropriate software to which TOD has access and is compatible for upload to MCCLearn. Throughout the period of performance, make updates to the compendium and DP as necessary, to keep the plan up-to-date and accurate. In preparation for updates:

(1) Review LMS reports, including data from staff individual development plans (IDPs),

(2) Integrate ad hoc demand that is driven by MCC business needs, and

(3) Obtain approval for changes prior to implementation.

4.3.2 Design a suite of activities and offerings to be included in the DP. This DP will include information on content and form.

• It shall include no fewer than 30 scheduled activities and offerings (distributed to avoid heaviest travel/workload periods) in each period of performance. The DP shall include the activity or course description.

• It shall specify the delivery modality (e.g., ILT, VILT, static web-based, moderated web-based), duration, and cost-effective approach (new design/COTS/3rd party) for each activity or course proposed. It shall reflect a combination of delivery modalities (e.g., VILT, ILT, action learning, guided practice).

• In addition to short-form or informal learning activities (e.g., 30 minute interactive sessions), a mix of online (static or moderated), ILT, and blended proprietary MCC and COTS courses, and/or 3rd party offerings may be included in each period of performance. Conditions under which 3rd party offerings will be considered are:

(1) either below-quorum cohort (i.e., 7 or fewer),

(2) viability of collecting target cohort in one location, and/or

(3) cost effectiveness

• It may include up to, but no more than, 6 contractor-developed static web-based courses in each period of performance. The Contractor shall work with MCC Subject Matter Experts across the departments to develop and finalize courseware. TOD will have final approval of learning objectives and content prior to production.

• It shall include OTS web-based resource access that can be integrated seamlessly with MCCLearn and serves learning and research needs of a federal agency staffed by technical experts. Such content might include: 1) a catalog of courses (such as Lynda or other) that address both content mandatory for federal employees and more general professional development topics; and 2) a knowledge resource (such as EBSCO or similar other) that provides access to current publications relevant to MCC's economic development mission.

4.3.3 Map course offerings to both capability map and core MCC learning needs. Offerings shall be tied to the proficiency levels, and core MCC curriculum.

4.3.4. Develop activity-level evaluations and transfer of learning data collection methods (see 4.5.4) for DP offerings to support evaluation (that align with the program logic—see 4.2.1).

4.3.5 Develop a data collection plan for program evaluation covering all learning activities, not just content developed or delivered by the contractor. The plan shall include a proposed data collection and measurement system (DCMS) to measure the effectiveness, efficiency, and impact of courses, content, and instructors along with individual employee performance and ability to meet MCC's strategic goals. The DCMS shall:

• Integrate with MCCLearn and offer a high-quality cost-effective option that includes features, or the equivalent, similar to Gartner's Metrics that Matter® modules:

1. A professional learning evaluation with robust learning evaluation data collection and reporting technology,

2. Testing,

3. 360s,

4. Social learning,

5. Project assessment,

6. Manager support,

7. Executive reporting, and

8. Dashboards.

• Provide systematic and automatic collection of data from participants; observational detail from supervisors, peers, subordinates and customers; and system generated information to provide the TOD team's Leadership with a comprehensive reporting environment.

• Provide advanced measurement capabilities to enable long-term tracking and reporting of job performance change at an individual level and the contribution of individual performance to mission readiness/mission execution.

4.4 ELEMENT III, IMPLEMENTATION: The objective of this element is to implement the approved program. This work will occur across the period of performance. Tasks include but are not limited to:

4.4.1 Deliver the full range of offerings and content (i.e., 4.3.2) as approved in the DP or supplement.

4.4.2 For face-to-face, VILT, and blended offerings, provide an instructor to lead all courses. The instructor shall be available throughout the duration of courses.

4.4.3 For 3rd party offerings, manage all actions necessary to secure and pay for seats/content.

4.4.4 Respond to unanticipated business-driven learning needs (supplemental to plan) as conveyed by TOD.

4.4.5 Once a course is approved for development, create a project plan which outlines milestones for delivering courseware on time. Upon COR approval, begin developing up to 6 web-based courses (web asynchronous).

4.5 ELEMENT IV, SUPPORT: In order to realize full benefits of effort under Program Development, Planning, and Implementation TOD requires continuous support in areas of: online resource access, evaluation, and communication. Access to an online catalog of courses and current research in technical fields is essential for continuous staff learning, and program evaluation is essential to organizational effectiveness. MCC's staff are heavily programmed and a culture of self-motivated learning and development is only beginning to develop. Ensuring early and effective communication to ensure uptake of offerings is essential.

4.5.1 Deliver access to the OTS web-based catalog of courses and knowledge resource as agreed.

4.5.2 Provide (3) licenses for the approved course development software.

4.5.3 During implementation, MCC may exercise an optional CLIN to purchase up to 500 licenses for the software described in 4.3.5 for agency staff.

4.5.4 Implement approved evaluation system. Based on the approved program logic and data collection plan detailed in an agreed evaluation plan, the contractor shall:

• Collect data from all identified sources, including those not offered by the contractor under this vehicle such as those documented in MCCLearn, and provide a Monthly Data Report to the COR.

• Analyze the data and produce a Semi-Annual Learning Evaluation Report that identifies activity-level and aggregate results. Transfer of learning results will be reported semi-annually as valid evaluation practice and data accumulation allow.

• Use data gathered, in consultation with TOD, to update/adjust offerings as appropriate.

• Develop an Annual Program Evaluation Report consistent with the program logic as agreed, inclusive activity, transfer of learning, kirk and cost data that fully analyzes the TOD Program's effectiveness and efficiency. The Annual Program Evaluation Report shall include a comparative analysis of program performance in current and previous years.

• Annual Program Evaluation Reports shall use most appropriate analytic techniques considering data adequacy and relative cost. Regardless of methodology applied (e.g., modeling, cost benefit analysis) results will be presented using not only values and narrative but also data visualizations sufficient to position the TOD team to make data-driven decisions in program design and management.

4.5.5 Develop a communications and outreach plan to promote uptake of learning offerings/opportunities.

• The plan will identify the various audiences, identify practices for ensuring uptake of learning activities and opportunities, and identify appropriate information to communicate via various channels.

• Provide the HR and TOD team with recommended communication methods which will be implemented upon Government approval. This plan will help facilitate effective and coordinated communication between all project audiences.

• Provide TOD branded materials and templates consistent with MCCLearn formatting and look that can be loaded to the LMS or distributed via other formats, to include:

• templates with TOD logos/signatures/headers/footers

• Newsletter/offering announcements.

• Learning graphic pool of graphics to interchangeably use on TOD projects

4.5 PERIOD OF PERFORMANCE

The period of performance for this BPA shall be for 5 years. Exercising the six (6) month option at the end of the term of the BPA is at the discretion of the MCC.

Any work performed at the Government site shall not take place on Federal holidays or weekends, unless directed by the CO.

There are ten Federal holidays set by law (5 U.S.C. § 6103) that MCC observes. Under current definitions, four are set by date:

New Year's Day January 1

Independence Day July 4

Veterans Day November 11

Christmas Day December 25

If any of the above holidays fall on a Saturday, then Friday shall be observed as a holiday. Similarly, if one falls on a Sunday, then Monday shall be observed as a holiday.

The other seven holidays are set by a day of the week and month:

Martin Luther King's Birthday Third Monday in January

Washington's Birthday Third Monday in February

Memorial Day Last Monday in May

Labor Day First Monday in September

Columbus Day Second Monday in October

Thanksgiving Fourth Thursday in November

Election Day First Tuesday after November 1

4.6 CONTRACT KICKOFF MEETING

Determined at call order level.

5.0 PLACE OF PERFORMANCE

Work under this contract shall be completed in the Washington, DC metropolitan area, with the exception of international work*(see below under 6.0, Travel.) Any work associated with activity or deliverable design, development, analysis, reporting, writing, etc. will be completed at the Contractor's offices or other location as determined by the Contractor. The Contractor may be asked to attend meetings, briefings, and interviews, with the MCC at Franklin Court 1099 Fourteenth Street NW Suite 700, Washington, DC 20005-3550 or a Contracting Officer's Representative (COR) designated government facility within the Washington, DC metro area.

6.0 TRAVEL

Contractor work space or commute expenses will not be paid for or reimbursed by MCC. The Contractor must be available for meetings with the MCC as needed and as agreed by both parties. The delivery of training courses must be conducted either at MCC's offices, if the space is available, or at an acceptable training location within a two-mile radius of MCC's offices. If the Contractor is asked to obtain training space within a two-mile radius of MCC's office for in-person activities, the Contractor must show that they received at least three viable quotes for the most cost effective venues in the immediate area before selecting a space. Ad hoc, temporary use of nearby training space (within a two-mile radius of MCC's offices) must be included in the Contractor Project Management Plan, financial reporting, and projections.

Travel expenses to MCC's offices or nearby training locations for meetings or any activities will not be paid or reimbursed to the Contractor or any consultants or subcontractors. The Contractor, subcontractor(s), and consultant(s) are responsible for all of their own local or US travel.

*International work:

It is not anticipated that the Contractor will be conducting activities internationally. However, as MCC operates internationally, including maintaining full-time staff overseas, MCC may request the Contractor to implement learning activities or offerings overseas. If approved, only in this circumstance will the Contractor receive payment for or be reimbursed for travel expenditures. For international travel, the Contractor is required to follow the Department of State's Foreign Per Diem Rates.

For transportation (planes, trains, car rentals, buses, etc.), the Contractor must find the most economical rate, including utilizing economy or coach class unless otherwise justified. Only the Contract COR may approve activities conducted overseas.

7.0 PERSONNEL

7.1 GENERAL EXPERIENCE REQUIREMENTS: Contractor personnel shall be fully qualified and have the level of experience necessary to accomplish the requirements in each individual call order. In addition, personnel delivering content shall be acceptable to the Government in terms of personal and professional conduct, and in technical knowledge.

Furthermore, Contractor personnel are expected to be proficient using office automation equipment and software, and have sufficient written and verbal communication skills to support MCC. If any Contractor personnel is determined to be unacceptable in terms of technical competency or personal conduct while on-site or while working on contract activities, the Contractor shall immediately remove and replace the unacceptable on-site personnel at no additional cost to the Government.

Contractor personnel are to serve in a support role; final decisions regarding MCC business will always be made by Government personnel.

A variety of skilled, experienced professional and technical personnel are essential for accomplishing the work to be performed under this BPA. The level of effort required, driven by task demands, will vary substantially across the range of professionals. MCC expects that offerors will have access to a range of appropriate, qualified partners/collaborators, with existing arrangements in place, to access the necessary range of expertise at the level of effort required for such a small agency. The Contractor shall have existing relationships with a network, consortium, or other arrangement that positions them to immediately tap into a pool of highly-qualified instructors that is collectively capable of: a) addressing a broad range of potential content areas (see Exhibit 2 – Section J, Attachment J.6); and b) available for small cohort and/or limited repetition delivery.

7.2 INSTRUCTORS:

7.2.1 Instructors delivering live or blended learning shall have at least 7 years of experience delivering content with which they are tasked.

7.2.2 Instructors conducting VILT shall also have at least one (1) year of VILT teaching experience in addition to paragraph 7.2.1.

7.2.3 Instructors providing language training shall have: a) at least three (3) years of experience providing instruction in programs using the Interagency Language Roundtable (ILR) or 'FSI' scale; and b) instructing technical experts in individual and small group settings.

7.2.4 Instructors, course designers or others creating web-based content shall have at least three (3) years of experience in the field, and shall be familiar with the Moodle product in use by MCC and content development software approved by MCC.

7.2.5 Descriptions of other labor categories potentially required to accomplish work under this BPA are identified in Exhibit 3 (Section J – Attachment J.1). This illustrative list is not exhaustive. The contractor shall provide other labor categories and rates in their proposal as deemed necessary or advisable to support TOD in framing, planning, implementing, and evaluating an innovative, flexible learning program.

7.3 KEY PERSONNEL: Only the Project Director and Project Manager are identified as "Key Personnel" for purpose of this acquisition. They are expected to remain the same across each individual call orders. While effort (LOE) required for these roles is not anticipated to extend to 100% given MCC's size, continuity in these roles is critical to program success. The government reserves the right to request adjustment to LOE if warranted. Resumes shall be submitted and marked by the Contractor as "Key Personnel" under the Technical Approach/ Management Plan factor. Substitutions shall only be accepted if in compliance with the "Substitution of Key Personnel" provision following.

7.3.1. Director/Senior Project Manager (D/SPM): The incumbent shall have at least master's degree, in education or industrial/organizational psychology or a related field. The D/SPM shall have a) at least 15 years of experience in learning program design and oversight and b) familiarity with leading edge practice in areas of applying adult development theory, capabilities approaches, and learning program innovation. The D/SPM will have experience outside the government sector, but familiarity with government practices. The D/SPM shall have proven ability to think strategically, innovatively, adapt to changes in demand, and lead and collaborate with cross-functional teams.

7.3.2. Project Manager: The Project Manager (PM) shall have at least eight years' experience successfully managing large-scale learning delivery and/or evaluation projects, with a total lifecycle cost greater than or equal to $2.5 million. The PM shall have a Project Management Professional (PMP) certification, or similar, such as PM Certification through the Federal Acquisition Institute or Defense Acquisition Workforce Improvement Act. An additional two years of experience (seven total years' experience) may be substituted in lieu of a PMP certification.

Experience shall demonstrate the ability to think strategically, and move proactively in order to deliver projects within the constraints of schedule, budget, and scope. Required Skills: Proficient in Microsoft Office 2010 or later (Word, Excel, Outlook, Access), MS Project 2010 or later, Power BI, and familiarity with and software/systems development lifecycle.

7.3.3. Substitution of Key Personnel: All Contractor's requests for approval of substitutions hereunder shall be submitted in writing to the COR and the CO at least 15 calendar days in advance of the effective date, whenever possible and shall include a detailed explanation of the circumstances necessitating the proposed substitution, a complete resume for the proposed substitute, and any other information requested by the CO necessary to approve or disapprove the proposed substitution. New personnel shall not commence work until the CO approves the substitution and all necessary security requirements have been fulfilled. The COR and the CO will evaluate such requests and promptly notify the Contractor of approval or disapproval in writing. Any substituted personnel shall have the equivalent or better education, experience, and credentials than the personnel they replace.

C.2. CALL ORDER 0001 PERFORMANCE WORK STATEMENT

1. Introduction and Background

Purpose

The purpose of this project is to develop, implement, and provide innovation and maintenance to the learning program for Millennium Challenge Corporation (MCC) professionals administered by Talent and Organization Development (TOD). This must occur in order to deliver on the Division of Human Resource Management's strategic goals: improving effectiveness and strengthening people and culture. The TOD program will directly support these goals by: continuing to improve MCC's learning infrastructure, engaging with customers to promote an inclusive MCC and learning organization behaviors, and delivering quality services that align with MCC's CLEAR values.

Project Scope

The Contractor shall develop a program logic, develop and deliver courses, provide communication support, and conduct evaluation specific to the needs of MCC in order to improve upon services to stakeholders. The Contractor shall provide all labor, supervision, project management, materials, and support. This will prepare the TOD team for sustainability by further developing the program processes and infrastructure.

2. PLACE OF PERFORMANCE

Any work associated with activity or deliverable design, development, analysis, reporting, writing, etc. will be completed at the Contractor's offices or other location as determined by the Contractor. The Contractor may be asked to attend meetings, briefings, and interviews, with MCC personnel at Franklin Court 1099 Fourteenth Street NW Suite 700, Washington, DC 20005-3550 or a COR designated government facility within the Washington, DC metro area.

3. PERIOD OF PERFORMANCE

The period of performance for Call Order 1 will consist of a twelve-month Base Period, and four twelve-month Option Periods.

Option periods will not be exercised until need is determined and subject to availability of appropriated funds. Exercising the option is at the discretion of the MCC.

4. Technical Approach and Methodology

The purpose of this Call Order is to initiate Base Year effort. The focus is timely stand-up of critical elements of an innovative Corporate Enterprise Learning program consistent with most pressing business needs. Each task and deliverable associated with this project is further described below:

Task 1: Project Management

The Contractor shall create a customized technical approach and methodology to provide MCC expert consulting support to assist in developing an innovative learning program appropriate for MCC. The Contractor's technical approach and methodology shall involve the development of a Contractor Project Management Plan (CPMP). The CPMP will describe project tasks, including applicable subtasks, deliverables, timeframes, and level of effort to accomplish those tasks. The Contractor shall monitor adherence and manage execution of the MP and quality standards for all tasks. As part of the overall management effort, the Contractor shall implement ISO quality management procedures that include peer reviews and quality reviews of all task final deliverables prior to submission to MCC for review. Extensive communication with the TOD team and the Contractor will be integral to successful project management of this effort.

The Contractor shall provide all reports/deliverables to the MCC Contracting Officer Representative (COR) and Project Manager (PM), as needed or upon request, in the form of an e-mail. If Monday is a Federal holiday, reports will be delivered on the next business day, and MCC will determine the status meeting schedule for the given week.

The Contractor shall respond no later than 24 hours after notification of an issue or concern. All task modifications impacting costs and deployment schedule in connection with this project and deliverables shall be submitted in advance for approval by the Contracting Officer (CO) and COR. All content and data created for the TOD program is the property of MCC.

The Contractor shall:

1. Conduct a contract kickoff meeting at no cost to the Government.

2. Present a draft CPMP and a draft Quality Control Plan (QCP) at the Kickoff Meeting for review and approval by the

CO, COR, PM and TOD team.

3. Revise draft CPMP based on the CO, COR, PM and TOD team's feedback.

4. Develop the initial project schedule and provide updates.

5. Plan and conduct Status Meetings with the TOD team as requested by the COR, including distribution of agendas at least one business day in advance of the meeting, and meeting minutes and action items to the COR and PM within one business day after the meeting. These meetings may be more frequent (e.g., bi-weekly) early in the work, or at the government's discretion.

6. Submit an invoice report monthly to the COR and PM.

7. Conduct In Progress Reviews (IPR) with the CO, COR, and PM as requested by COR.

8. Submit MPR including program updates, maintain training dashboard (once developed), and evaluation results for

TOD courses from the prior month.

9. Conduct peer and quality reviews for all tasks and track resolution of action items identified.

Task 1 Final Deliverables and Delivery Dates:

DELIVERABLE DUE DATE

Kick-Off Meeting Within 10 Days after Award

Quality Control Plan At Kickoff Meeting

Draft Management Plan At Kickoff Meeting

Final Management Plan As agreed

Initial Project Schedule and Monthly Updates Monthly

Regular Status Update Agenda As agreed

Regular Status Update Meetings As agreed

MPR Monthly, NLT 15th

IPRs As requested by COR

Task 2: Element I: Program Development

In support of Element I of the BPA (i.e., Program Development) the Contractor shall propose the following subtasks, in in collaboration with TOD staff:

• Subtask 2.1 – Preliminary Program Logic

• Subtask 2.2 – MCC Core Curriculum

• Subtask 2.3 – Evaluation and Data Collection Plan

Subtask 2.1: The Contractor shall develop a Preliminary Program Logic, consulting in that process with TOD and the Learning Advisory Council. The Government will provide the Contractor with MCC's Leadership Dimensions Model (LDM), FY19 agency goals, results of relevant FY18 data collection efforts.

Subtask 2.1 Final Deliverables and Due Dates:

DELIVERABLE DUE DATE

Draft Preliminary Program Logic 15 business days after award

Final Preliminary Program Logic 30 business days after award

Subtask 2.2 MCC Core Curriculum: The Contractor shall, co-terminus with Subtask 2.1, provide a draft MCC Core Curriculum differentiating between immediate, needed, and 'eventually', aligned with the Preliminary…