HCaTS_RFP_A07_11_13_15.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. PAGE(S)DESCRIPTION

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECS./WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

DATEAMENDMENT NO.AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFER-

OR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB)

NEGOTIATED (RFP)

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

Table of Contents

A.1 NOTICES TO OFFERORS

A.2 GSAR 552.219-71 NOTICE TO OFFERORS OF SUBCONTRACTING PLAN REQUIREMENTS (MAR

2012)

B.1 BACKGROUND

B.1.1 OFFICE OF PERSONNEL MANAGEMENT (OPM)

B.1.2 GENERAL SERVICES ADMINISTRATION (GSA)

B.1.3 MEMORANDUM OF UNDERSTANDING (MOU)

B.1.4 AUTHORITY

B.1.5 ECONOMY ACT

B.1.6 CONTRACT TYPE

B.1.7 MINIMUM GUARANTEE AND MAXIMUM CEILING

B.1.8 CONTRACT ACCESS FEE (CAF)

B.2 TASK ORDER PRICING

B.2.1 LABOR CATEGORIES AND STANDARD OCCUPATIONAL CLASSIFICATIONS

B.2.2 FIXED-PRICE TASK ORDERS

B.2.3 COST REIMBURSEMENT TASK ORDERS

B.2.4 INCENTIVE TASK ORDERS

B.2.5 TIME-AND-MATERIALS (T&M) AND LABOR-HOUR (L-H) TASK ORDERS

B.2.5.1 CEILING RATES FOR TIME-AND-MATERIALS (T&M) AND LABOR-HOUR (L-H)

B.3 ANCILLARY SUPPORT SERVICES AND OTHER DIRECT COSTS

B.3.1 SPECIALIZED PROFESSIONAL SERVICES LABOR

B.3.2 LABOR SUBJECT TO THE SERVICE CONTRACT ACT (SCA)

B.3.3 LABOR OUTSIDE THE CONTINENTAL UNITED STATES (OCONUS)

B.3.4 TRAVEL

B.3.5 MATERIALS AND EQUIPMENT

B.3.6 SUBCONTRACTING

C.1 SCOPE

C.1.1 KEY SERVICE AREAS (KSA)

C.2 AUTHORITIES

C.3 SUMMARY OF REQUIREMENTS

C.3.1 KEY SERVICE AREAS (KSA)

C.3.1.1 KSA 1 (CUSTOMIZED TRAINING AND DEVELOPMENT SERVICES)

C.3.1.2 KSA 2 (CUSTOMIZED HUMAN CAPITAL STRATEGY SERVICES)

C.3.1.3 KSA 3 (CUSTOMIZED ORGANIZATIONAL PERFORMANCE IMPROVEMENT)

C.3.2 ANCILLARY SUPPORT SERVICES AND OTHER DIRECT COSTS

C.3.3 INFORMATION TECHNOLOGY (IT) AND NON-INFORMATION TECHNOLOGY PRODUCTS AND

SERVICES

C.3.4 TEMPORARY SUPPORT SERVICES

C.3.5 SERVICES NOT IN SCOPE

D.1 PACKAGING AND MARKING

E.1 INSPECTION AND ACCEPTANCE

F.1 DELIVERABLES

F.2 PERFORMANCE

Stop-Work Order

Stop-Work Order

Stop-Work Order

Termination for Convenience of the Government (Fixed-Price) (Short Form)

F.3 PLACE OF PERFORMANCE

F.4 CONTRACT ORDERING PERIOD

F.4.1 TASK ORDER PERIOD OF PERFORMANCE

F.5 PERFORMANCE STANDARDS

F.5.1 DELIVERABLE AND REPORTING REQUIREMENTS

F.5.2 COMPLIANCE

G.1 BACKGROUND

G.2 ROLES AND RESPONSIBILITIES OF KEY PERSONNEL

G.2.1 PROGRAM MANAGER (PM)

G.2.2 CONTRACTING OFFICER (CO)

G.2.3 OMBUDSMAN

G.2.4 ORDERING CONTRACTING OFFICER (OCO)

G.2.5 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

G.2.6 CONTRACTOR KEY PERSONNEL

G.2.6.1 CORPORATE HCATS PROGRAM MANAGER (CHPM)

G.2.6.2 CORPORATE HCATS CONTRACT MANAGER (CHCM)

G.3 CONTRACTOR ADMINISTRATION REQUIREMENTS

G.3.1 CONTRACT ACCESS FEE (CAF)

G.3.2 CONTRACT PAYMENT REPORTING MODULE (CPRM)

G.3.2.1 TASK ORDER AWARD DATA

G.3.2.1.1 FIXED PRICE AWARD DATA

G.3.2.1.2 COST REIMBURSEMENT AWARD DATA

G.3.2.1.3 TIME-AND-MATERIALS (T&M) AND LABOR-HOUR (L-H) AWARD DATA

G.3.2.2 TASK ORDER MODIFICATION DATA

G.3.2.3 INVOICE DATA

G.3.2.4 CONTRACT ACCESS FEE (CAF) PAYMENT DATA

G.3.2.5 CLOSEOUT DATA

G.3.3 SUBCONTRACTING PLAN

G.3.4 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (CPARS)

G.3.4.1 HCATS CPARS

G.3.4.2 TASK ORDER CPARS

G.3.5 INSURANCE

G.3.6 MERGERS, ACQUISITIONS, NOVATIONS AND CHANGE-OF-NAME AGREEMENTS

G.3.7 RESPONSIBILITY AND FEDERAL AWARDEE PERFORMANCE AND INTEGRITY INFORMATION

SYSTEM (FAPIIS)

G.3.8 VETS-100A REPORTS

G.3.9 FSRS REPORTS

G.3.10 POST AWARD SMALL BUSINESS PROGRAM RE-REPRESENTATION

G.4 HCATS AND TASK ORDER CLOSEOUTS

G.5 OPTION DETERMINATION

H.1 BACKGROUND

H.2 OBSERVANCE OF FEDERAL HOLIDAYS

H.3 ORDERING PROCEDURES

H.4 NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS)

H.4.1 HCATS NAICS CODES

H.4.2 PREDOMINANT TASK ORDER NAICS CODE DETERMINATION

H.5 PRODUCT SERVICE CODE (PSC)

H.6 ACCREDITATIONS

H.6.1 ADEQUATE ACCOUNTING SYSTEM

H.6.1.1 POST-AWARD ADEQUACY DETERMINATIONS

H.6.2 ACCEPTABLE ESTIMATING SYSTEM

H.6.3 APPROVED PURCHASING SYSTEM

H.6.4 FORWARD PRICING RATE AGREEMENTS (FPRA), FORWARD PRICING RATE RECOMMENDATIONS

(FPRR), AND AUDITED BILLING RATES

H.6.5 EARNED VALUE MANAGEMENT SYSTEM (EVMS)

H.6.6 INTERNATIONAL ORGANIZATION FOR STANDARDIZATION (ISO) 9001:2008 CERTIFICATION

H.6.7 INTERNATIONAL ORGANIZATION OF STANDARDIZATION/INTERNATIONAL ELECTROTECHNICAL

COMMISSION (ISO/IEC) 27001:2013 CERTIFICATION

H.7 COST ACCOUNTING STANDARDS (CAS)

H.8 MEANINGFUL RELATIONSHIP COMMITMENT LETTERS (MRCL)

H.9 PROFESSIONAL EMPLOYEE COMPENSATION PLAN

H.10 UNCOMPENSATED OVERTIME POLICY

H.11 SECURITY CLEARANCE REQUIREMENTS

H.11.1 FACILITY CLEARANCE LEVEL (FCL)

H.11.2 EMPLOYEE SECURITY CLEARANCE

H.11.3 HOMELAND SECURITY PRESIDENTIAL DIRECTIVE 12 (HSPD-12)

H.12 SUSTAINABILITY

H.13 PROPRIETARY SOLUTIONS

H.14 PARTNERING

H.15 MEETINGS

H.16 HCATS PMO WEBSITE

H.17 CONTRACTOR HCATS WEBPAGE

H.18 MARKETING

H.19 MINIMUM TASK ORDER AWARDS OR ESTIMATED VALUE

H.20 TRAINING AND PERMITS

H.21 ETHICS AND CONDUCT

H.21.1 SUPERVISION

H.21.2 CONDUCT

H.21.3 CONFLICTS OF INTEREST

H.21.4 COOPERATION WITH OTHER CONTRACTORS ON GOVERNMENT SITES

H.22 GOVERNMENT PROPERTY

H.22.1 LEASING OF REAL AND PERSONAL PROPERTY

H.22.2 GOVERNMENT FACILITIES

H.22.3 RIGHTS OF INGRESS AND EGRESS

H.23 SECTION 508 OF THE REHABILITATION ACT OF 1973

H.24 ON-RAMPING

H.24.1 RESERVED

H.24.2 VERTICAL POOL ON-RAMPING

H.24.3 OPEN SEASON ON-RAMPING

H.24.4 FOCUSED ON-RAMPING (SUB-POOL CREATION)

H.25 DORMANT STATUS

H.26 OFF-RAMPING

I.1 TASK ORDER PROVISIONS AND CLAUSES

I.2 HCATS PROVISIONS AND CLAUSES

I.2.1 FAR 52.252-2 PROVISIONS AND CLAUSES INCORPORATED BY REFERENCE

I.2.2 GSAR PROVISIONS AND CLAUSES INCORPORATED BY REFERENCE

I.2.3 FAR AND GSAR PROVISIONS AND CLAUSES IN FULL TEXT

I.2.3.1 52.216-18 ORDERING (OCT 1995)

I.2.3.2 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.2.3.3 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.2.3.4 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.2.3.5 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.2.3.6 52.252-4 ALTERATIONS IN CONTRACT (APR 1984)

I.2.3.7 552.217-71 NOTICE REGARDING OPTION(S) (NOV 1992)

I.2.3.8 552.232-77 PAYMENT BY GOVERNMENT CHARGE CARD (NOV 2009)

J.1 STANDARDIZED LABOR CATEGORIES

J.2 PROPOSAL CHECKLIST

J.3 RESERVED

J.4 POOL APPLICATION AND CERTIFICATION

J.5.1 SELF SCORING WORKSHEET POOL 1

J.5.2 SELF SCORING WORKSHEET POOL 2

J.5.3 SELF SCORING WORKSHEET (SAMPLE)

J.6 PAST PERFORMANCE SUBSTITUTE FORM

J.7 PRICE WORKSHEET

J.7.1 PRICE WORKSHEET (SAMPLE)

J.8 DIRECT LABOR RATE RANGES

J.9 COLLECTION OF TASK ORDER CONFIRMATION FORM

J.10 NAICS CODE CONFIRMATION FORM

J.11 CONTRACTOR TEAM ARRANGEMENT FORM

J.12.1 RELEVANT EXPERIENCE PROJECTS SUPPLEMENTAL FORM POOL 1

J.12.2 RELEVANT EXPERIENCE PROJECTS SUPPLEMENTAL FORM POOL 2

J.12.3 RELEVANT EXPERIENCE PROJECTS SUPPLEMENTAL FORM POOL 1-COLLECTION OF TASK ORDERS

J.12.4 RELEVANT EXPERIENCE PROJECTS SUPPLEMENTAL FORM POOL 2-COLLECTION OF TASK ORDERS

K.1 NAICS CODES AND SMALL BUSINESS SIZE STANDARDS

K.2 PROVISIONS AND CLAUSES INCORPORATED BY FULL TEXT

K.2.1 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.2.2 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.2.3 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JUL 2013)

K.2.4 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (MAY 2012)

K.2.5 52.230-7 PROPOSAL DISCLOSURE--COST ACCOUNTING PRACTICE CHANGES (APR 2005)

L.1 FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L.2 FAR PROVISIONS INCORPORATED IN FULL TEXT

L.2.1 52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST OR PRICING DATA ALTERNATE III (OCT 1997) & ALTERNATE IV (OCT 2010)

L.2.2 52.216-1 TYPE OF CONTRACT (APR 1984)

L.2.3 52.216-27 SINGLE OR MULTIPLE AWARDS (OCT 1995)

L.2.4 52.216-28 MULTIPLE AWARDS FOR ADVISORY AND ASSISTANCE SERVICES (OCT 1995)

L.2.5 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.2.6 52.252-3 ALTERATIONS IN SOLICITATION (APR 1984)

L.3 PROPOSAL SUBMISSION INSTRUCTIONS

L.3.1 OFFICIAL LEGAL ENTITY

L.3.2 MERGERS, ACQUISITIONS, NOVATIONS, AND CHANGE-OF-NAME AGREEMENTS

L.3.3 INVERTED DOMESTIC CORPORATIONS

L.3.4 PROPOSAL DUE DATE AND ADDRESS LOCATION

L.3.5 SOLICITATION QUESTIONS

L.4 PROPOSAL FORMAT

L.4.1 PROPOSAL FORMAT TABLE

L.4.2 NON-GOVERNMENT SUPPORT

L.5 PROPOSAL CONTENT

L.5.1 VOLUME I (ELIGIBILITY)

L.5.1.1 STANDARD FORM (SF) 33

L.5.1.2 PROPOSAL CHECKLIST

L.5.1.3 PROFESSIONAL EMPLOYEE COMPENSATION PLAN

L.5.1.4 UNCOMPENSATED OVERTIME POLICY

L.5.1.6 SMALL BUSINESS CERTIFICATION

L.5.1.7 SUBCONTRACTING PLAN

L.5.1.7.1 552.219-72 PREPARATION, SUBMISSION, AND NEGOTIATION OF SUBCONTRACTING PLANS

(MAR 2012)

L.5.1.8 MEANINGFUL RELATIONSHIP COMMITMENT LETTERS (MRCL) (IF APPLICABLE)

L.5.1.9 CONTRACTOR TEAM ARRANGEMENTS (CTA)

L.5.1.9.1 SUBMITTING A PROPOSAL UNDER AN EXISTING JOINT VENTURE OR PARTNERSHIP (IF

APPLICABLE)

L.5.1.9.2 USING EXPERIENCE FROM AN EXISTING OR PREVIOUS JOINT VENTURE OR PARTNERSHIP (IF

APPLICABLE)

L.5.1.10 RESPONSIBILITY

L.5.1.10.1 FINANCIAL RESOURCES

L.5.1.10.2 REPRESENTATIONS AND CERTIFICATIONS

L.5.1.10.3 INSURANCE

L.5.1.11 CONTRACTOR KEY PERSONNEL

L.5.2 VOLUME II (POOL APPLICATION AND CERTIFICATION)

L.5.2.1 NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS) CODES

L.5.2.2 RELEVANT EXPERIENCE PROJECT MINIMUM REQUIREMENTS

L.5.2.3 SELF SCORING WORKSHEET

L.5.2.4 SCORING FOR THE RELEVANT EXPERIENCE PROJECTS

L.5.2.4.1 RELEVANT EXPERIENCE PROJECTS FOR FEDERAL CUSTOMERS

L.5.2.4.2 RELEVANT EXPERIENCE PROJECTS WITH MULTIPLE KSAS

L.5.2.4.3 RELEVANT EXPERIENCE PROJECT VALUE

L.5.2.4.4 RELEVANT EXPERIENCE PROJECT PERIOD OF PERFORMANCE

L.5.2.4.5 RELEVANT EXPERIENCE PROJECT WITH SUBCONTRACTING/TEAMING

L.5.2.4.6 RELEVANT EXPERIENCE PROJECT WITH COST-REIMBURSEMENT (ANY TYPE)

L.5.3 VOLUME III (PAST PERFORMANCE FOR RELEVANT EXPERIENCE PROJECTS)

L.5.3.1 PAST PERFORMANCE (PPIRS INFORMATION EXISTS)

L.5.3.2 PAST PERFORMANCE (PPIRS INFORMATION DOES NOT EXIST)

L.5.3.3 MEETING OR EXCEEDING TOTAL SMALL BUSINESS GOALS

L.5.3.4 PAST PERFORMANCE RATING

L.5.4 VOLUME IV (ACCREDITATIONS)

L.5.4.1 ACCEPTABLE ESTIMATING SYSTEM

L.5.4.2 APPROVED PURCHASING SYSTEM

L.5.4.3 FORWARD PRICING RATE AGREEMENTS (FPRA), FORWARD PRICING RATE RECOMMENDATIONS

(FPRR), OR AUDITED BILLING RATES

L.5.4.4 EARNED VALUE MANAGEMENT SYSTEM (EVMS)

L.5.4.5 INTERNATIONAL ORGANIZATION OF STANDARDIZATION (ISO) 9001:2008 CERTIFICATION

L.5.4.6 INTERNATIONAL ORGANIZATION OF STANDARDIZATION/INTERNATIONAL ELECTROTECHNICAL

COMMISSION (ISO/IEC) 27001:2005 OR 27001:2013 CERTIFICATION

L.5.5 VOLUME V (PRICE)

L.5.5.1 DIRECT LABOR RATES

M.1 FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

M.2 BASIS FOR AWARDS

M.3 SCREENING AND EVALUATION PROCESS

M.3.1 IDENTIFYING THE TOP 40 PROPOSALS

M.3.2 SCREENING AND EVALUATION PROCESS

M.4 MINIMUM REQUIREMENTS REVIEW

M.4.1 ELIGIBILITY AND RESPONSIBILITY

M.4.2 RELEVANT EXPERIENCE PROJECTS

M.4.3 PAST PERFORMANCE FOR RELEVANT EXPERIENCE PROJECTS

M.5 SCORING FOR RELEVANT EXPERIENCE PROJECTS, PAST PERFORMANCE AND ACCREDITATIONS

M.5.1 SCORING FOR RELEVANT EXPERIENCE PROJECTS

M.5.2 SCORING FOR PAST PERFORMANCE FOR RELEVANT EXPERIENCE PROJECTS

M.5.2.1 PAST PERFORMANCE (PPIRS INFORMATION EXISTS)

M.5.2.2 PAST PERFORMANCE (PPIRS INFORMATION DOES NOT EXIST)

M.5.2.3 PAST PERFORMANCE SCORING EXAMPLE

M.5.3 SCORING FOR ACCREDITATIONS

M.6 POINT VALUES FOR RELEVANT EXPERIENCE PROJECTS, PAST PERFORMANCE RATINGS AND

ACCREDITATIONS

M.7 PRICE PROPOSAL

PART I: THE SCHEDULE

SECTION A: SOLICITATION/CONTRACT FORM

A.1 NOTICES TO OFFERORS

This is not a draft solicitation. This is Amendment 07 of the final solicitation for the unrestricted contract vehicle known as Human Capital and Training Solutions (HCaTS). Offerors shall follow the instructions set forth in Section L of this solicitation to be considered for award.

Any amendment(s) to this solicitation will be posted to http://www.fbo.gov.

A.2 GSAR 552.219-71 NOTICE TO OFFERORS OF SUBCONTRACTING

PLAN REQUIREMENTS (MAR 2012)

The General Services Administration (GSA) is committed to assuring that maximum practicable opportunity is provided to small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns to participate in the performance of this contract consistent with its efficient performance. GSA expects any subcontracting plan submitted pursuant to FAR 52.219-9, Small Business Subcontracting Plan, to reflect this commitment. Consequently, an offeror, other than a small business concern, before being awarded a contract exceeding $650,000 ($1,500,000 for construction), must demonstrate that its subcontracting plan represents a creative and innovative program for involving small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns as subcontractors in the performance of this contract.

(End of provision)

(END OF SECTION A)

http://www.fbo.gov/ https://www.acquisition.gov/sites/default/files/current/far/html/52_217_221.html%23wp1136058

SECTION B: SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 BACKGROUND

B.1.1 OFFICE OF PERSONNEL MANAGEMENT (OPM)

OPM provides human resources, leadership, and support to Federal agencies and the Federal workforce as they serve the American people. OPM has four primary areas of focus: policy and oversight, healthcare and insurance, retirement services, and services for agencies.

The Government Performance and Results (GPRA) Modernization Act of 2010 (GPRAMA), in part, mandates that the Office of Management and Budget (OMB) collaborate with agencies to develop a Federal Government Performance Plan for each agency. As part of this mandate, agencies are required to integrate human capital strategies into their agency strategic plans in order to assure full alignment of talent with agency mission and strategy. GPRAMA requires that an agency’s performance plan include a description of how performance goals are to be achieved, including operation processes, training, skills and technology, and the human, capital, information, and other resources and strategies required to meet those performance goals.

OPM’s Human Resources Solutions (HRS) enterprise is a reimbursable entity for which OPM receives no funding from Congress. HRS provides human resources products and services that assist the Federal government in implementing their performance goals. These products and services thus function to develop leaders, attract and build a high quality public sector workforce, and transform agencies into high performing organizations.

In turn, HRS’ Training and Management Assistance Program (TMAP) ensures the development and delivery of customized human resources, human capital and training products and services to Federal agencies by managing private sector contractors in the design, development, and implementation of solutions in the areas of training and human capital in order to improve agency performance against performance metrics at the employee, unit, and enterprise levels.

OPM is authorized to make these services available via use of these contracts to all Federal agencies under the auspices of 5 U.S.C. 1304 (e)(1).

Many human resources, human capital and training products and services are offered in the commercial market. However, TMAP offers customized solutions that involve significant modifications to commercial products and services that alter the characteristics or purpose of the products or services. The products and services delivered under the TMAP focus on Federal government requirements and are exclusively provided to Federal agencies. In all cases, the project deliverables are customized or designed to meet unique agency-specific requirements that cannot be adequately met through the use of off-the-shelf solutions.

B.1.2 GENERAL SERVICES ADMINISTRATION (GSA)

GSA was established in 1949 by President Harry Truman as the Federal agency tasked with http://www.whitehouse.gov/omb/performance/gprm-act http://uscode.house.gov/view.xhtml?req=(title:5%20section:1304%20edition:prelim)%20OR%20(granuleid:USC-prelim-title5-section1304)&f=treesort&edition=prelim&num=0&jumpTo=true administering supplies and providing workplaces for Federal employees. Today, GSA makes Federal agencies more effective at what they do by providing expertise, management and smart acquisition solutions.

GSA’s acquisition solutions supply federal purchasers with cost-effective high-quality products and services from commercial vendors. Federal Acquisition Service (FAS) operates as America’s buyer, leveraging the buying power and acquisition expertise of the Federal government to deliver new and existing services and high-quality products to taxpayers and Federal customers. Since its establishment, FAS has demonstrated unrivaled capability to deliver these across Federal government at the best value possible.

In 2014, GSA embarked on a three-year vision to make FAS into the Government Acquisition Marketplace, transforming the organization into a transparent, solution-neutral home for acquisition and subject matter expertise. According to FAS Commissioner, Thomas Sharpe, Jr, the goal is “to provide agencies across government with the tools and knowledge they need to make the right buying decisions, reduce the proliferation of duplicative contract vehicles, and deliver the best value possible to our customers and the American people.”

To meet this goal, GSA reorganized FAS around the concept of category management, an acquisition strategy used by the most successful Fortune 500 companies. Category management looks at product and service categories and customizes purchase channels to better meet customer needs, leading to smarter purchasing decisions, better purchasing options, and saved dollars. Through their partnership, GSA and OPM can align the Human Capital and Training Solutions (HCaTS) with these strategic goals.

B.1.3 MEMORANDUM OF UNDERSTANDING (MOU)

On April 28th, 2014, GSA and OPM signed a Memorandum of Understanding (MOU) forming a partnership to address the need of providing the Federal government with human resource training and development and human capital management services more efficiently and effectively using Industry best practices.

Under this agreement, GSA’s acquisition capabilities, tools and strategic sourcing experience are merged with OPM’s expertise in human resources, human capital, and training and development to form a more powerful Government solution.

This partnership acknowledges the changing Federal landscape. It recognizes GSA’s and OPM’s strategic goals, the current budgetary realities across Federal government, and the need to better support the mission of the Federal agencies that GSA and OPM serve.

The services to be provided under HCaTS are intended to meet the human resources, human capital, and training and development requirements of all Federal agencies.

The scope of services under HCaTS is defined in Section C.

http://www.google.com/url?q=http%3A%2F%2Fwww.opm.gov%2Fblogs%2FDirector%2Fgsa-opm-mou%2F&sa=D&sntz=1&usg=AFQjCNE9Tzm1iewpmGe014QJ3VYaDKBmCA http://www.google.com/url?q=http%3A%2F%2Fwww.opm.gov%2Fblogs%2FDirector%2Fgsa-opm-mou%2F&sa=D&sntz=1&usg=AFQjCNE9Tzm1iewpmGe014QJ3VYaDKBmCA http://www.google.com/url?q=http%3A%2F%2Fwww.opm.gov%2Fblogs%2FDirector%2Fgsa-opm-mou%2F&sa=D&sntz=1&usg=AFQjCNE9Tzm1iewpmGe014QJ3VYaDKBmCA

B.1.4 AUTHORITY

The Administrator of GSA is specifically authorized to purchase supplies and nonpersonal services on behalf of other agencies under 40 U.S.C. 501.

The Director of OPM is specifically authorized to perform training and personnel management services on behalf of other agencies under 5 U.S.C. 1304.

The authority for the award and administration of the HCaTS contracts and the delegation of authority for the award and administration of task orders under the HCaTS contracts are defined in Section G.

Hereafter, the HCaTS Contracting Officer will be referred to as the HCaTS CO and the Ordering Contracting Officer at the task order level will be referred to as the OCO.

B.1.5 ECONOMY ACT

In accordance with FAR Paragraph 17.502-2(b), the Economy Act does not apply to task orders awarded under the HCaTS contracts under the authorities of 5 U.S.C. 1304 and 40 U.S.C. 501.

B.1.6 CONTRACT TYPE

HCaTS is a Government-Wide, Multiple Award, Indefinite-Delivery, Indefinite-Quantity (MA- IDIQ) task order contract vehicle for customized training and development services, customized human capital strategy services, and customized organizational performance improvement services, which is available for use by all Federal agencies and other entities as listed in the current GSA Order ADM 4800.2H, Eligibility to Use GSA Sources of Supply and Services, as amended.

HCaTS allows for all contract types at the task order level (i.e., Fixed-Price {all types}, Cost- Reimbursement {all types}, Time-and-Materials, and Labor-Hour). Task orders may also combine more than one contract type (e.g., FFP/Cost, FFP/Labor-Hour, etc.). Additionally, task orders may include incentives, performance based measures, multi-year or option periods, and commercial or non-commercial items.

B.1.7 MINIMUM GUARANTEE AND MAXIMUM CEILING

The minimum dollar guarantee is $2,500.00 for each Contractor that does not obtain a task order award under their HCaTS contract. The minimum dollar guarantee applies to the contract as a whole and not each ordering period, if exercised. The minimum dollar guarantee will be funded by FY16 funds.

The minimum dollar amount for an individual task order must exceed the micro-purchase threshold as defined in FAR Section 2.101, as amended. There is no maximum dollar amount for each individual task order placed under an HCaTS contract. An unlimited number of task orders may be placed under an HCaTS contract throughout the ordering period, including options, if http://www.google.com/url?q=http%3A%2F%2Fuscode.house.gov%2Fview.xhtml%3Freq%3D(title%3A40%2520section%3A501%2520edition%3Aprelim)%2520OR%2520(granuleid%3AUSC-prelim-title40-section501)%26f%3Dtreesort%26edition%3Dprelim%26num%3D0%26jumpTo%3Dtrue&sa=D&sntz=1&usg=AFQjCNGmeYhqF26SJUNW_xiboD5_kPa60A http://www.google.com/url?q=http%3A%2F%2Fuscode.house.gov%2Fview.xhtml%3Freq%3D(title%3A5%2520section%3A1304%2520edition%3Aprelim)%2520OR%2520(granuleid%3AUSC-prelim-title5-section1304)%26f%3Dtreesort%26edition%3Dprelim%26num%3D0%26jumpTo%3Dtrue&sa=D&sntz=1&usg=AFQjCNEgFwLQQq6oRbUoO664jsFkyGRssA https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2017_5.html%23wp1077555 http://www.google.com/url?q=http%3A%2F%2Fuscode.house.gov%2Fview.xhtml%3Freq%3D(title%3A5%2520section%3A1304%2520edition%3Aprelim)%2520OR%2520(granuleid%3AUSC-prelim-title5-section1304)%26f%3Dtreesort%26edition%3Dprelim%26num%3D0%26jumpTo%3Dtrue&sa=D&sntz=1&usg=AFQjCNEgFwLQQq6oRbUoO664jsFkyGRssA http://www.google.com/url?q=http%3A%2F%2Fuscode.house.gov%2Fview.xhtml%3Freq%3D(title%3A40%2520section%3A501%2520edition%3Aprelim)%2520OR%2520(granuleid%3AUSC-prelim-title40-section501)%26f%3Dtreesort%26edition%3Dprelim%26num%3D0%26jumpTo%3Dtrue&sa=D&sntz=1&usg=AFQjCNGmeYhqF26SJUNW_xiboD5_kPa60A http://www.google.com/url?q=http%3A%2F%2Fwww.gsa.gov%2Fportal%2Fcontent%2F104212&sa=D&sntz=1&usg=AFQjCNGrSjrYlzfaFGvMBMxMvMVkGW5yFw https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%202_1.html%23wp1145508 exercised.

There is no maximum dollar amount for HCaTS, including all options, if exercised.

B.1.8 CONTRACT ACCESS FEE (CAF)

GSA and OPM operating costs associated with the management and administration of HCaTS are recovered through a Contract Access Fee (CAF). The CAF is a percentage of the total task order amount invoiced and the CAF percentage is set at the discretion of the HCaTS PMO. The HCaTS PMO maintains the unilateral right to change the percentage at any time. See Section G.3.1 for more details regarding the CAF.

B.2 TASK ORDER PRICING

HCaTS provides all Federal agencies the flexibility to determine fair and reasonable pricing tailored to the ordering agency’s requirement dependent upon level of competition, risk(s), uncertainty(ies), complexity, urgency and contract type(s). The OCO has the authority and responsibility to determine price, and if applicable, cost reasonableness for his agency’s task order requirements. Adequate price competition at the task order level, in response to an individual requirement, establishes the most accurate, fair, and reasonable pricing for that requirement.

The OCO shall identify the applicable contract type for all Contract Line Items (CLINs) in each task order.

The Contractor shall propose and the OCO award all labor rates when performance is conducted at the Contractor’s facility(ies) at the Contractor Site Rate(s), if applicable. The Contractor shall propose and the OCO award all labor rates at the Government Site Rate(s) when performance is conducted at the Government’s facility(ies) or a site not owned or leased by the Contractor, if applicable.

B.2.1 LABOR CATEGORIES AND STANDARD OCCUPATIONAL

CLASSIFICATIONS

HCaTS provides standardized labor categories that correspond to the Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) system for which the Bureau of Labor Statistics (BLS) maintains compensation data.

In accordance with Attachment J.1 (Standardized Labor Categories), all of the HCaTS labor categories are either an individual labor category that is mapped to a single SOC and functional description or a labor category group that is mapped to multiple SOC Numbers and functional descriptions. The HCaTS labor category groups were established based upon BLS published data regarding similar direct labor compensation within a grouping of multiple SOC numbers and functional descriptions.

Except for ancillary labor as defined under Section B.3, when responding to task order solicitations, regardless of contract type, the Contractor shall identify both Prime and Subcontractor labor using the HCaTS labor categories. The Contractor may deviate from the Junior, Journeyman, Senior, and Subject Matter Expert (SME) definitions in Attachment J.1 (Standardized Labor Categories), as long as the Contractor clearly identifies the deviation in its proposals. Additionally, the following qualification substitution chart applies:

Degree Experience Substitution Experience and Degree Substitution

Bachelor’s Degree Six years of relevant work experience may be substituted for a

Bachelor’s Degree

Associate’s Degree plus four years of relevant work experience may be substituted for a Bachelor’s Degree

Master’s Degree 12 years of relevant work experience may be substituted for a

Master’s Degree

Bachelor’s Degree plus eight years of relevant work experience may be substituted for a Master’s Degree Doctorate Degree 20 years of relevant work experience may be substituted for a Doctorate Degree

Bachelor’s Degree plus 16 years or a Master’s Degree plus 12 years of relevant work experience may be substituted for a Doctorate Degree

B.2.2 FIXED-PRICE TASK ORDERS

Fixed-Price contracts are defined under FAR Subpart 16.2 and other applicable agency-specific regulatory supplements.

B.2.3 COST REIMBURSEMENT TASK ORDERS

Cost reimbursement contracts are defined under FAR Subpart 16.3 and other applicable agency-specific regulatory supplements. FAR Parts 30 and 31 may apply to cost-reimbursement task orders.

To be considered for cost reimbursement task order awards, the Contractor shall have and maintain an adequate accounting system that will permit timely development of all necessary cost data in the form required by the proposed contract type.

The Contractor may be required to submit a cost proposal with supporting information for each cost element, including, but not limited to, direct labor, fringe benefits, overhead, general and administrative (G&A) expenses, facilities capital cost of money, other direct costs, and fee consistent with its cost accounting system, provisional billing rates, forward pricing rate agreements, and/or CAS.

Cost reimbursement task orders shall only be used for the acquisition of non-commercial items.

B.2.4 INCENTIVE TASK ORDERS

Incentives are defined under FAR Subpart 16.4 and other applicable agency-specific regulatory https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2016_2.html%23wp1091104 https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2016_3.html%23wp1077348 https://www.acquisition.gov/sites/default/files/current/far/html/FARTOCP30.html%23wp223482 https://www.acquisition.gov/sites/default/files/current/far/html/FARTOCP31.html%23wp253693 https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2016_4.html%23wp1078212 supplements.

B.2.5 TIME-AND-MATERIALS (T&M) AND LABOR-HOUR (L-H) TASK

ORDERS

T&M and L-H contracts are defined under FAR Sections 16.601 and 16.602, respectively, and other applicable agency-specific regulatory supplements.

The Contractor may provide separate and/or blended loaded hourly labor rates for Prime Contractor labor, each Subcontractor, and/or each Division, Subsidiary, or Affiliate in accordance with the provisions set forth in FAR 52.216-29, 52.216-30 and/or 52.216-31. The OCO shall identify which provision(s) is applicable in the task order solicitation and the Contractor shall comply with the provision(s).

T&M and L-H task orders require the HCaTS standardized labor categories and their associated rates to be identified in the task order award document.

Ancillary labor categories shall be paid in accordance with FAR 52.212-4 (Alternate I) (for commercial task order CLINs) and/or FAR 52.232-7 (for non-commercial task order CLINs).

B.2.5.1 CEILING RATES FOR TIME-AND-MATERIALS (T&M) AND LABOR-

HOUR (L-H)

When preparing solicitations for T&M and/or L-H task order CLINs, the OCO must select from the following provisions in the task order solicitation.

1. FAR 52.216-29 Time-and-Materials/Labor-Hour Proposal Requirements—Non- Commercial Item Acquisition With Adequate Price Competition (Feb 2007)

2. FAR 52.216-30 Time-and-Materials/Labor-Hour Proposal Requirements—Non-

Commercial Item Acquisition Without Adequate Price Competition (Feb 2007)

3. FAR 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition (Feb 2007)

For organizations within the Department of Defense (DoD), when selecting FAR 52.216-29 the OCO shall also select DFAR 252.216-7002, Alternate A.

When FAR 52.216-30 is selected or FAR 52.216-31 is selected and there is an exception to fair opportunity, HCaTS establishes maximum allowable labor rates in the form of fully burdened ceiling rates for all professional, non-ancillary, CONUS, T&M/L-H labor for both Government and Contractor Sites. Based on the specific task order requirements, the OCO is authorized to exceed the HCaTS fully burdened ceiling rates for those labor categories that include Secret/Top Secret/SCI labor and/or OCONUS locations, if necessary.

The fully burdened ceiling rates do not apply when FAR 52.216-29 is selected, or FAR 52.216-29 https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2016_6.html%23wp1082507 https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2016_6.html%23wp1080969 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117346 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117371 https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html%23wp1179465 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_232.html%23wp1152552 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117346 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117346 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117371 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117371 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 http://www.acq.osd.mil/dpap/dars/dfars/html/current/252216.htm%23252.216-7002 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117346 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117371 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117321 with DFAR 252.216-7002, Alternate A is selected, or FAR 52.216-31 is selected and there is not an exception to fair opportunity.

The fully burdened ceiling rates awarded at initial contract award shall serve as the basis for all future year pricing for those fully burdened ceiling rates. In order to determine future year fully burdened ceiling rate pricing, the originally awarded rates will have an escalation factor applied.

This escalation factor will be the average annual BLS ECI for the previous three years. In Year 5 of HCaTS, if the average annual ECI for the previous three years is higher than at time of HCaTS award, the fully burdened ceiling rates for Years 6 through 16 will be adjusted by the difference of percentage increase. For example, if the BLS ECI index was 2.23% at time of proposal submission and the BLS ECI index is 3.16% in Year 5 of HCaTS, the fully burdened ceiling rates for Years 6 through 16 will be adjusted by 0.93% per year on a cumulative basis. If the BLS ECI index in Year 5 of HCaTS is equal to or below the BLS ECI index at time of award, the fully burdened ceiling rates will remain unchanged. In Year 10 of HCaTS, if the previous three year average annual BLS ECI index for the previous three years is higher than Year 5 of HCaTS, the fully burdened ceiling rates for Years 11 through 16 will be adjusted by the difference of percentage increase in accordance with the example above. If the average index in Year 10 is equal to or below the average index in Year 5, the fully burdened ceiling rates will remain unchanged.

The HCaTS fully burdened ceiling rates that are in effect at the time a task order is awarded shall remain with the task order award during the entire term of the task order, including task orders with option periods.

See Section F.4 for HCaTS contracts and task orders awarded under HCaTS contracts.

B.3 ANCILLARY SUPPORT SERVICES AND OTHER DIRECT COSTS

Other ancillary support services, integral and necessary as part of a total integrated solution within the scope of HCaTS for which there is not a labor category specified in HCaTS, necessary to obtain a total, customized, and integrated solution, are allowable costs and may be included within an individual task order under an HCaTS contract. Ancillary support services may include, but are not limited to, other professional and/or non-professional services; commercial and/or non-commercial items; IT services and/or components, administrative support; data entry;

and, subject matter expertise. Other direct costs (ODCs) may include expenses such as travel, materials, equipment and/or Subcontractors. The Contractor shall propose and identify each ancillary support service or ODCs separately and the OCO shall identify each ancillary support service or ODCs by a separate CLIN on the task order award.

The Contractor shall report in the Contract Payment Reporting Module (CPRM) all ancillary labor in accordance with Section G.3.2.

B.3.1 SPECIALIZED PROFESSIONAL SERVICES LABOR

Specialized professional services labor is defined as bona fide executive, administrative, or professional skills for which the expertise required or duties performed are within the scope of http://www.acq.osd.mil/dpap/dars/dfars/html/current/252216.htm%23252.216-7002 https://acquisition.gov/far/current/html/52_212_213.html%23wp1179465 https://www.acquisition.gov/sites/default/files/current/far/html/52_216.html%23wp1117371

HCaTS, but are so specialized that they are not explicitly defined in any labor category description in Attachment J.1 (Standardized Labor Categories). The Contractor may propose specialized professional services labor when proposing ancillary support; however, the OCO will determine whether circumstances merit the use of specialized professional skills. Whenever possible, this specialized professional labor should be mapped to the BLS SOC.

If the use of specialized professional services labor becomes frequent, additional labor categories and their associated fully burdened ceiling rates may be added by bilateral modification to an HCaTS contract.

B.3.2 LABOR SUBJECT TO THE SERVICE CONTRACT ACT (SCA)

HCaTS labor categories, identified in Attachment J.1 (Standardized Labor Categories), are considered bona fide executive, administrative, and professional labor that are exempt from the Service Contract Act (SCA).

To the extent that any ancillary labor for services are within the scope of HCaTS and subject to the SCA in accordance with FAR Subpart 22.10 and other applicable agency-specific regulatory supplements, the OCO shall identify such work in the task order solicitation and make a determination as to whether SCA wage determinations are to be applied or not.

HCaTS does not include any provisions or clauses applicable to any SCA work that is part of a total solution within the scope of HCaTS. The OCO shall incorporate the appropriate provisions and clauses in each task order solicitation and subsequent award when the SCA applies.

B.3.3 LABOR OUTSIDE THE CONTINENTAL UNITED STATES (OCONUS)

Outside the Continental United States (OCONUS) is defined as other than the 48 contiguous states plus the District of Columbia. It is anticipated that there may be task orders for work

OCONUS.

The U.S. Department of State’s Bureau of Administration, Office of Allowances, publishes quarterly report indexes of living costs abroad, per-diem rate maximums, quarter’s allowances, hardship differentials, and danger pay allowances.

The Department of State Standardized Regulations (DSSR) is the controlling regulations for allowances and benefits available to all U.S. Government civilians assigned to foreign areas. For task orders issued under HCaTS contracts, Contractor personnel assigned to foreign areas shall not receive allowances and benefits in excess of those identified in the DSSR.

For OCONUS task orders where costs are not specifically addressed in the DSSR, the Government will reimburse the Contractor for all reasonable, allowable, and allocable costs in accordance with FAR Part 31 and other applicable agency-specific regulatory supplements.

B.3.4 TRAVEL

Travel costs may be firm-fixed price or reimbursed at actual cost in accordance with the https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2022_10.html%23wp1112481 http://aoprals.state.gov/content.asp?content_id=231&menu_id=78 https://www.acquisition.gov/sites/default/files/current/far/html/FARTOCP31.html%23wp253693 limitations set forth in FAR Subsection 31.205-46 and other applicable agency-specific regulatory supplements. Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to travel consistent with the Contractor’s standard accounting practices.

B.3.5 MATERIALS AND EQUIPMENT

Material means property that may be consumed or expended during the performance of a contract, component parts of a higher assembly, or items that lose their individual identity through incorporation into an end-item. Material does not include equipment, special tooling, special test equipment or real property.

Equipment means a tangible item that is functionally complete for its intended purpose, durable, nonexpendable, and needed for the performance of a contract. Equipment is not intended for sale, and does not ordinarily lose its identity or become a component part of another article when put into use. Equipment does not include material, real property, special test equipment or special tooling.

Material and equipment shall be priced in accordance with the terms of the task order solicitation, contract type, and applicable FAR and agency-specific regulatory supplements.

Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to material and equipment consistent with the Contractor’s standard accounting practices.

B.3.6 SUBCONTRACTING

For non-commercial items, subcontracting shall follow the procedures set forth in FAR Part 44 and other applicable agency-specific regulatory supplements.

For commercial items, subcontracting shall follow the procedures set forth in FAR Part 12 and FAR Subpart 44.4, and other applicable agency-specific regulatory supplements.

(END OF SECTION B)

SECTION C: DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

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C.1 SCOPE

The Office of Personnel Management (OPM) and the General Services Administration (GSA) formed a new partnership to jointly award and administer a new strategically sourced contract vehicle providing customized training and development services, customized human capital strategy services, and customized organizational performance improvement services to all Federal agencies. The goals of this partnership are grounded in law, in OPM’s mission, and in Governmentwide principles of human capital management. OPM will continue to offer high quality products while taking advantage of GSA’s ability to provide government-wide cost savings and efficiencies through its federal strategic sourcing expertise.

Through this partnership, GSA will be principally responsible for contract administration, while OPM will be responsible for policy oversight.

Human Capital and Training Solutions (HCaTS), through delegated procurement authority and OPM assisted acquisition services, will provide Federal agencies with both direct access and assisted acquisition access to customized training and development services, customized human capital strategy services, and customized organizational performance improvement services

HCaTS will also address:

1. the goals of strategic sourcing, which include reducing contract duplication and administrative costs, improving the quality of solutions while managing demand, increasing transparency, and ensuring the Government obtains the best value at the best overall price, and

2. the requirements of 5 CFR 250, which provides authority for personnel actions in Subpart

A and authority for strategic human capital management in Subpart B.

In accordance with the requirements prescribed in 5 CFR 250, HCaTS is also designed to assist Federal agencies in carrying out their roles in managing human capital according to the following principles:

1. A Federal agency's human capital management strategies, plans, and practices should:

a. Integrate strategic plans, annual performance plans and goals, and other relevant budget, finance, and acquisition plans, and

b. Contain measurable and observable performance targets, and

c. Communicate in an open and transparent manner to facilitate cross-agency collaboration to achieve mission objectives.

http://www.gpo.gov/fdsys/pkg/CFR-2012-title5-vol1/xml/CFR-2012-title5-vol1-part250.xml

2. A Federal agency's talent management system should enable a Federal agency to:

a. Plan for and manage current and future workforce needs, and

b. Design, develop, and implement proven strategies and techniques and practices to attract, hire, develop, and retain talent, and

c. Make meaningful progress toward closing knowledge, skill, and competency gaps in all occupations within the Federal agency.

3. A Federal agency's approach to performance management should include:

a. Strategies and processes to foster a culture of engagement and collaboration, and

b. A diverse, results-oriented, high-performing workforce, and

c. A performance management system that differentiates levels of performance of staff, provides regular feedback, and links individual performance to organizational goals.

4. A Federal agency's use of evaluation should contribute to agency performance by monitoring and evaluating outcomes of its human capital management strategies, policies, programs, and activities, checking both for merit system compliance and for success in identifying, implementing, and monitoring process improvements.

These four principles are consistent with the information prescribed within 5 CFR 250 and in OPM's current Human Capital Assessment and Accountability Framework (HCAAF), as referenced in 5 CFR 250. The HCAAF is a living approach to human capital management that is expected to evolve over time as a guide for defining scope at the task order level.

HCaTS seeks to acquire multiple qualified Contractors to provide customized training and development services, customized human capital strategy services, and customized organizational performance improvement services to meet the Federal government’s workforce needs while conforming to the above stated principles, Federal agency-specific and OPM policies, procedures, rules, regulations, and other governing doctrines. At the same time, Federal agencies will continue looking for ways to achieve their goals in as cost-efficient a manner as possible. HCaTS has been designed to meet such challenges.

C.1.1 KEY SERVICE AREAS (KSA)

OPM’s experience is that customers have requirements that require solutions drawing from many different disciplines of study and areas of expertise. As a result, HCaTS consists of three KSAs:

1) Customized Training and Development Services, 2) Customized Human Capital Strategy Services, and 3) Customized Organizational Performance Improvement. Through the development and deployment of customized solutions defined in the KSAs below, HCaTS will be able to assist Federal agencies in accomplishing the following six objectives:

1. Improving the management of human capital in accordance with the HCAAF and OPM governing doctrines and accomplishing their assigned critical missions, and

2. Increasing the effectiveness and efficiency of critical business processes, and

3. Providing optimal professional development opportunities to the Federal workforce, and

4. Undertaking effective change management initiatives, and

5.…