B02_Solicitation_Ken Blanchard.pdf

COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL ITEMS

General Information

Document Type: Combined Solicitation/Synopsis Solicitation Number: 73351025R0024 Posted Date: February 04, 2025 Original Response Date: February 19, 2025 Current Response Date: February 19, 2025 Product or Service Code: U008-Education/Training- Training/Curriculum

Development Set Aside: none NAICS Code: 611430-Professional and Management Development

Training

Contracting Office Address

DENVER FINANCE CENTER

721 19TH STREET

SUITE 301

DENVER ACQUISITION OFFICE FOR SBA

DENVER CO 80202

Description

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal Acquisition Regulation (FAR) subpart 12.6, “Streamlined Procedures for Evaluation and Solicitation for Commercial Items,” as supplemented with additional information included in this notice.

This announcement constitutes the only solicitation; proposals are being requested, and a written solicitation document will not be issued.

This solicitation is a request for proposals (RFP). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2024-07

The associated North American Industrial Classification System (NAICS) code for this procurement is 611430, with a small business size standard of [$15.0M].

The Small Business Administration and DENVER FINANCE CENTER

721 19TH STREET SUITE 301 DENVER ACQUISITION OFFICE FOR SBA

DENVER CO 80202 is seeking to purchase Ken Blanchard SL, SLII, Building Trust, & Customer Service Training.

All interested companies shall provide proposal(s), for the following:

Supplies

CLIN Contract Period or Task Description Total 0001 Base Period / Task 1 – Annual Managers Training Conference 0002 Base Period / Task 2.1 – Virtual/In-person SLII Experience (SLX)– New &

Existing Managers – NTE 5 licenses each annually

0003 Base Period / Task 2.2 – SLII Experience Training for Trainers (SLX-T4T) – New & Existing Managers – NTE 5 licenses each annually

0004 Base Period / Task 3 – Annual training curriculum course options to continue to build levels of self-leadership, trust, and coaching techniques – NTE annually

1001 Option 1 / Task 1 – Annual Managers Training Conference 1002 Option 1 / Task 2.1 – Virtual/In-person SLII Experience (SLX)– New &

1003 Option 1 / Task 2.2 – SLII Experience Training for Trainers (SLX-T4T) –

1004 Option 1 / Task 3 – Annual training curriculum course options to continue to build levels of self-leadership, trust, and coaching techniques – NTE annually

2001 Option 2 / Task 1 – Annual Managers Training Conference

2002 Option 2 / Task 2.1 – Virtual/In-person SLII Experience (SLX)– New &

2003 Option 2 / Task 2.2 – SLII Experience Training for Trainers (SLX-T4T) –

2004 Option 2 / Task 3 – Annual training curriculum course options to continue to

3001 Option 3 / Task 1 – Annual Managers Training Conference

3002 Option 3 / Task 2.1 – Virtual/In-person SLII Experience (SLX)– New &

3003 Option 3 / Task 2.2 – SLII Experience Training for Trainers (SLX-T4T) –

3004 Option 3 / Task 3 – Annual training curriculum course options to continue to

4001 Option 4 / Task 1 – Annual Managers Training Conference

4002 Option 4 / Task 2.1 – Virtual/In-person SLII Experience (SLX)– New &

4003 Option 4 / Task 2.2 – SLII Experience Training for Trainers (SLX-T4T) –

4004 Option 4 / Task 3 – Annual training curriculum course options to continue to

Services

STATEMENT OF WORK (SOW)

Expanded Leadership Development Training Curriculum to Support Virtual, Leader-led Learning

U.S. Small Business Administration, Office of Inspector General

1.0 BACKGROUND

The Office of Inspector General (OIG) is an independent component of the U.S. Small Business Administration (SBA). OIG is responsible for preventing and detecting fraud, waste, and abuse in the department’s programs and operations.

OIG seeks to continue to expand and excel its self-leadership initiative through a procurement of a proprietary training to further integrate self-leadership, leadership coaching, trust building, and conversational capacity within agency processes and actions to advance strategic goals and objectives. These foundations will be applied annually for new managers and employees to assist them in becoming ingrained with the OIG strategic culture

OIG seeks to continue to imbed self-leadership skills using the Blanchard model into our agency processes and actions. Contractor will provide services detailed in section 2.2 Specific Requirements.

2.0 SCOPE

2.1 OIG is seeking an integrated curriculum to continue to build upon the SLII and SELF training programs within its training curriculum and strategic culture. Given the programs’ facilitator materials, participant materials, and online courses are the intellectual property of the Blanchard Companies, OIG seeks to enter into a sole-source contract to obtain an integrated curriculum to build trust necessary to advance self-leadership, to gain an increased understanding of the principals of self-leadership within the Blanchard model, to align self-leadership with existing OIG business processes within its five Divisions, and to increase the internal customer service focus utilizing the self-leadership principals for its support functions.

To accomplish these objectives using the Blanchard Companies Leadership Foundation model at the OIG FY2025 Managers Conference and throughout the fiscal year through periodically scheduled virtual and in-person training sessions, OIG requires:

A. A virtual debrief to establish training delivery regarding Base Year – “A Situational Approach to Coaching” from Blanchard Program Library B. A virtual debrief to sustain SLII, SELF, Coaching Essentials (CE), Building Trust (BT), Leadership Point of View (LPoV), Conversational Capacity (CONCAP) learning.

C. A limited online training to promote an understanding of organizational trust to advance SLII, SELF, Coaching Essentials (CE), Building Trust (BT), Leadership Point of View (LPoV), Conversational Capacity (CONCAP) principals for new managers and staff.

D. Up to 6 hours of consultant time to customize training sessions.

E. Face-to-Face training by Blanchard consultants onsite at the annual managers conference to integrate leadership coaching principals within distinct OIG business units to include management/leadership staff —Investigations, Audits, Technology Solutions, Immediate Office and Management and Operational Support.

F. Foundations for SLII Experience (SLX) and SLII Experience Training for Trainers (SLX- T4T) training by Blanchard virtually and in-person new managers annually.

G. Provide up to, but not to exceed 150 licenses annually to support Task Order 003. (2.2 Specific Requirements)

H. The vendor shall incorporate any travel-related expenses to the training sites.

I. The Government retains a right to cancel delivery of requirements E, F, and G up to 60 days in advance of delivery without incurring associated costs.

2.2 Specific Requirements

2.2.1 Task 001 – Provide 2-day in-person at annual managers training conference – rotating curriculum per year for the length of the contract. Locations and fiscal year second quarter dates will be determined annually.

2.2.2 Task 002 – Virtual/In-person training for new and existing managers in Blanchard Public

Workshop – Foundations for SLII Experience (SLX) and SLII Experience Training for Trainers (SLX-T4T) curriculum to include participants guides

2.2.3 Task 003 – Not to exceed $ annually to support IG Academy Program for new and existing employees. Curriculum options consist of all available Blanchard courses that build on self-leadership, trust, and leadership. The following courses are some examples (in-person & virtual):

• Self-Leadership (SELF)

• SLII – 2-day design (SLII)

• Coaching Essentials (CE)

• Building Trust (BT)

• Leadership Point of View (LPoV)

• Conversational Capacity (CONCAP)

3.0 DELIVERABLES

3.1 Within 7 business days of contract award, Contractor shall meet with the COR and other government representatives to determine best communication channel for pushing out access information for the in-person and virtual training solution.

3.2 Contractor shall assist OIG staff in preparations to launch Blanchard curriculum as needed.

3.3 Contractor shall provide leadership skills assessment relative to trust (e.g. TQ 360 Assessment).

3.4 Contractor shall provide Face-to-Face training by Blanchard consultants onsite at the annual managers conference to integrate leadership coaching principals within distinct OIG business units to include management/leadership staff —Investigations, Audits, Technology Solutions, Immediate Office, and Management and Operational Support.

3.5 Contractor shall provide Face-to-Face or virtual training in Blanchard Foundations for SLII Experience (SLX) and SLII Experience Training for Trainers (SLX-T4T) annually.

3.6 Contractor shall provide up to, but not to exceed 150 licenses annually to support Task Order 003. (2.2 Specific Requirements)

3.7 Contractor shall provide any downloadable materials to promote learning and on-the-job skills application.

3.8 Contractor shall walk the SBA facilitators through the certification process and the existing job aides, enrichment curriculum to include but not limited to:

3.8.1 Self-Leadership (SELF) SLII – 2-day design (SLII)

3.8.2 Coaching Essentials (CE)

3.8.3 Building Trust (BT)

3.8.4 Leadership Point of View (LPoV)

3.8.5 Conversational Capacity (CONCAP)

4.0 PERIOD OF PERFORMANCE

Base Year: March 11, 2025 – March 10, 2026, with four, option years.

Period Start Date End Date

Base Period March 11, 2025 March 10, 2026 Option Year 1 March 11, 2026 March 10, 2027 Option Year 2 March 11, 2027 March 10, 2028 Option Year 3 March 11, 2028 March 10, 2029 Option Year 4 March 11, 2029 March 10, 2030

5.0 DELIVERY PLACE OF PERFORMANCE

Work will be performed virtually and face-to-face by OIG managers and leadership. Face-to-face location TBD.

6.0 CONTRACT ADMINISTRATION

6.1 Contracting Officer's Representative

(1) The Contracting Officer may designate Government personnel to act as the Contracting

Officer's Representative (COR) to perform functions under the contract such as review and/or inspection and acceptance of supplies, services, including construction, and other functions of a technical nature. The Contracting Officer will provide a written notice of such designation to the Contractor within five working days after contract award or for construction, not less than five working days prior to giving the Contractor the notice to proceed. The designation letter will set forth the authorities and limitations of the COR under the contract.

The Contracting Officer cannot authorize the COR or any other representative to sign documents (i.e., contracts, contract modifications, etc.) that require the signature of the Contracting Officer.)

(2) Recognized Holidays: The Contractor will not perform services on the below listed recognized Federal Holidays or as directed below:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

Any other day/time designated by Federal statute, executive order, or Presidential Proclamation. Adverse weather conditions or national emergencies may require the worksite to close.

6.2 Notification

The contractor shall notify the Contracting Officer and/or the COR immediately upon identification of problems that affect or potentially affect the contract. The contractor shall follow-up verbal notifications in writing. The problem notification shall state the nature and source (description) of the problem, description of the impact of the problem on the task or deliverables, the recommendation solutions and of corrective actions needed to resolve the problem, and the proposed scheduled for resolving the problem. Submission of the report must be within 24 hours after the identification of the problem.

7.0 TRAVEL

Travel will be required to facilitate training at OIG annual Managers Conference and Face-to- Face training sessions. Travel expenses shall be paid by the contractor.

The delivery/task order period of performance is:

Period Start Date End Date Base Period March 11, 2025 March 10, 2026 Option Year 1 March 11, 2026 March 10, 2027 Option Year 2 March 11, 2027 March 10, 2028 Option Year 3 March 11, 2028 March 10, 2029 Option Year 4 March 11, 2029 March 10, 2030

Delivery shall be provided- Within 7 business days of contract award, Contractor shall meet with the COR and other government representatives to determine best communication channel for pushing out access information for the in-person and virtual training solution.

Place of Performance

Work will be performed virtually and face-to-face by OIG managers and leadership. Face-to-face location

TBD.

Terms and Conditions The full text of FAR provisions or clauses may be accessed electronically at http://acquisition.gov/comp/far/index.html.

http://acquisition.gov/comp/far/index.html

The following solicitation provisions apply to this acquisition:

1. FAR 52.212-1, “Instructions to Offerors–Commercial Items” SEP 2023

2. FAR 52.212-3, “Offeror Representations and Certifications—Commercial Products and Commercial Services” May 2024

Offerors must complete annual representations and certifications on-line at http://orca.bpn.gov in accordance with FAR 52.212-3, “Offeror Representations and Certifications—Commercial Products and Commercial Services” If paragraph (j) of the provision is applicable, a written submission is required.

The following contract clauses apply to this acquisition:

• FAR 52.212-4, “Contract Terms and Conditions—Commercial Products and Commercial Services” [Nov 2023]

• FAR 52.212-5, “Contract Terms and Conditions Required To Implement Statutes or Executive Orders—Commercial Products and Commercial Services” Jan 2025

FAR 52.217-5 Evaluation of Options (July 1990) Except when it is determined in accordance with FAR 17.206(b) not to be in the Government’s best interests, the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options will not obligate the Government to exercise the option(s).

(End of provision)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days for the current completion date.

(End of clause)

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 3 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five years

(End of clause)

Instructions to Offerors All offerors shall submit the following: 1 copy of proposal and information to be submitted.

All offers, shall be sent electronically via email to the contracting officer Kevin Hanlon at Kevin.Hanlon@SBA.gov

This is an open-market combined synopsis/solicitation for products as defined herein. The government intends to award a contract as a result of this combined synopsis/solicitation that will include the terms and conditions set forth herein. To facilitate the award process, all proposals, must include a statement regarding the terms and conditions herein as follows:

"The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition."

Submission shall be received not later than February 19, 2025 at Kevin.Hanlon@sba.gov for submission of quotes. Late submissions shall be treated in accordance with the solicitation provision at FAR 52.212- 1(f). Only e-mailed quotes will be accepted.

Any questions or concerns regarding this solicitation should be forwarded in writing via e-mail to the contracting officer, Kevin Hanlon, and Kevin.Hanlon@sba.gov.

Point of Contact

Kevin Hanlon- contracting officer, 445-200-8676, and Kevin.Hanlon@sba.gov.

Basis of Award and Evaluation Factors Award shall be made to the “offeror,” whose proposal offers the lowest price technically acceptable to the government, past performance, and price. The government will evaluate information based on the following evaluation criteria: (1) lowest price technically acceptable (2) past performance.

mailto:Kevin.Hanlon@sba.gov