Amendment_01_Conformed.pdf

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PAGE(S)

until 11:59 AM local time 26 Jan 2017

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X B

X C

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F 64 - 73

74 - 76

H 77 - 79

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

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

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA

FAR (48 CFR) 53.214(c)

1 79

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

HS0021 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

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 (NO COLLECT

CALLS)

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 5

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT

PACKAGING AND MARKING

6 - 41 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 44 - 46 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror)

X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

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

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

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

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print)

27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

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 AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

47 - 63

PART II - CONTRACT CLAUSES

DEFENSE SECURITY SERVICE

MONICA HURUI

RUSSELL-KNOX BUILDING

27130 TELEGRAPH ROAD

QUANTICO VA 22134

571-305-6110

FAX:

TEL:

FAX:

TEL:

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

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

14 Dec 2016

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

HS0021-17-R-0001-0001

HS0021-17-R-0001

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0001 1 Each Program Plan

FFP

Deliver the Leadership Development Program (LDP) Plan in accordance with

(IAW) the Performance Work Statement (PWS) Sections 5.1 - 5.17.

FOB: Destination

MAX

NET AMT

UNIT UNIT PRICE MAX AMOUNT

0002 25 Each Tier 1 Course

FFP

Tier 1 LDP Course for entry level GG07 - GG13 grades with a minimum of 12 students and a maximum of 25 students IAW the PWS Sections 5.1 (less 5.1.3.4), 5.2, 5.4 - 5.6, and 5.8 -5.17 (less 5.17.3).

UNIT UNIT PRICE MAX AMOUNT

0003 15 Each Tier 2 Course

FFP

Tier 2 LDP Course for experienced GG14 and GG15 level employees with a minimum of 7 students and a maximum of 25 students IAW the PWS Sections

5.1, 5.2, and 5.4 - 5.17 (less 5.17.3).

UNIT UNIT PRICE MAX AMOUNT

0004 5 Each LDP Maintenance / Refresh

FFP

Yearly maintenance and refresh of materials and resources etc IAW the PWS

Sections 1.4.3 and 5.1 - 5.17.

UNIT UNIT PRICE MAX AMOUNT

0005 5 Each Train The Trainer

FFP

Train the trainer not to exceed five (5) people IAW the PWS Section 5.18.

CLIN MINIMUM/MAXIMUM QUANTITY AND CLIN VALUE

The minimum quantity(s) and CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not be less than the minimum quantity(s) and CLIN value(s) stated in the following table. The maximum quantity(s) and CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not exceed the maximum quantity(s) and CLIN value(s) stated in the following table.

CLIN

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

0001 1.00 1.00

0002 0.00 25.00

0003 0.00 15.00

0004 0.00 5.00

0005 0.00 5.00

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER VALUE

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the following table.

CLIN

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

0001 1.00

1.00

25.00

15.00

5.00

5.00

Section C - Descriptions and Specifications

STATEMENT OF WORK

CONTRACTOR PERFORMANCE WORK STATEMENT

Leadership Development Program

Defense Security Service

Human Capital Management Office

Part 1

General Information

1. General: This Performance Work Statement (PWS) describes the requirements necessary to procure a facilitated workshop curriculum/training course of instruction for the DSS Leadership Development

Program (LDP). The Government shall not exercise direct supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government for the delivery and accomplishment of the work.

1.1. Description of Services/Introduction: This is a non-personal services requirement for the acquisition of a commercial “off-the-shelf” LDP training program, with modification as applicable, for the DSS workforce and environment. The intent of the DSS LDP is to follow a “principle-based, values-centered, competency-focused” approach for developing current and future leaders. Contractor shall provide all personnel, equipment, supplies, transportation, tools, materials, and other items and services necessary to perform the instruction and facilitation of the LDP services as defined in this

PWS except for those items specified as government furnished property and services. The Contractor shall perform to the standards in this this contract for each task order’s PWS.

1.2. Background: The Defense Security Service (DSS) is a Department of Defense (DOD) agency. The

DSS strengthens national security at home and abroad through our security oversight and education operations. DSS oversees the protection of U.S. and foreign classified information and technologies in the hands of cleared industry under the National Industrial Security Program by providing professional risk management services. As Functional Manager for the DoD, DSS provides security education, training, certification, and professional development for DoD and for other U.S. Government personnel, contractor employees, and representatives of foreign governments.

DSS Vision: Through partnership and innovation, safeguard our Nation's interests as the premier provider of industrial security risk management and security professional development services.

DSS Values: Our guiding principle of conduct gives life to the Mission and Vision and drive organizational success. Understanding, modeling, and communicating them are daily requirements for every member of the DSS team. DSS values include Dependability, Respect, Integrity, Agility, Collaboration, and Accountability. We define these values as:

Dependability: We are reliable and deliver exceptional results because our stakeholders and industry partners count on us. This is a team attribute which is part of the DSS fabric and requires daily commitment.

Respect: We embrace an environment where every person is valued and treated fairly without discrimination or harassment. We strive to create and maintain a reputation for inspiring trust and confidence.

Integrity: We are honest and ethical. There is no situation or circumstance that allows us to compromise our high standards.

Agility: We navigate change, continually learn and grow, and respond to problems challenges, and opportunities – both anticipated and unforeseen.

Collaboration: We rely on each other to work effectively and cooperatively to produce the best outcomes. Teamwork and trust are critical to who we are and what we do.

Accountability: We accept responsibility for our work and the consequences of our decisions.

Dependability and reliability are our measures of success.

DSS Leadership Principles: Leadership principles include actions, traits, and behaviors. Our principles serve as a compass to guide and stay the course in fulfilling the DSS Mission and Vision. Everyone is a leader in DSS. DSS principles include: Results Oriented, Investment in Self and Others, Communicate, Influence, Strategic Actions, and Continuous Development. We define these principles as:

Results Oriented: Be accountable to superiors, peers, subordinates, and those we serve. Define the problem or challenge. Assign responsibility and authority to those qualified. Set expectations.

Provide direction and focus for individual and collective efforts. Take responsibility for actions.

Investment in Self and Others: Know yourself and those who support, achieve and deliver DSS mission initiatives, goals, and objectives. Always seek improvement, both in yourself and those you have been entrusted to lead and support.

Communicate: Connect with others, at all levels. Keep everyone informed. Be an active listener.

Show that you care.

Influence: Set standards of excellence. Engage adaptive leadership styles and techniques that display confident persuasion and inspirational influence that others may model.

Strategic Actions: Think and act strategically in making sound, informed decisions. Ask the right questions. Explore options; seek creative and innovative solutions that may challenge the process and accepted alternatives.

Continuous Development: Prepare others to succeed and lead. Provide training, education, and experience. Train for the present, educate for the future, and develop to lead.

DSS Leadership Philosophy: In DSS, being a leader is more than a title, it is a responsibility and significant role in achieving organizational goals and mission success. A leader takes the first step. For DSS, leadership is the ability to influence actions and provide purpose, direction, and motivation in leading self and others towards results. A leader’s behaviors, actions and words should exemplify DSS values and principles.

DSS Leadership Strategy: Grow leaders to meet the challenges of an evolving security environment. DSS employees lead by setting positive examples through their daily actions. However, to move the agency forward and accomplish its mission, DSS must hone and shape its leaders by providing structured leadership development and associated resources; and creating, providing and delivering learning opportunities and experiences. DSS must field the leadership development program and create a visible leader pipeline. By establishing a strong foundation and providing an environment where our current and future leaders can offer purpose, direction, and motivation, DSS can confidently lead cleared industry and our agency partners into the future.

A relative small agency of less than 1000 employees, DSS has four core mission elements:

Industrial Security Field Operations (ISFO)

Counterintelligence (CI)

Industrial Policy and Programs (IPP)

Center for Development of Security Excellence (CDSE)

The largest percentage of employees are assigned to ISFO and dispersed across multiple locations. Details about DSS can be found at: http://www.dss.mil/ .

1.3 Objectives: The objective of this PWS is to procure service provider(s) that will deliver, facilitate, and administer a “commercial off-the-shelf” (COTS) LDP curriculum/training program, with modification as applicable, to/for the DSS workforce and environment. The COTS should be an industry recognized http://www.dss.mil/ program, or combination of programs, workshops, courses, seminars or activities that have been successfully delivered to DoD or government clients.

1.4 Scope: The scope of this PWS is to deliver, facilitate, and administer leadership development course curriculum/program services and associated components/elements that address DSS LDP requirements, as well as general procedures and policy as defined in DoD Instruction 1430.16 Growing Civilian Leaders.

1.4.1. The Contractor shall present a program model that logically unites all program components including:

Facilitated Leadership Development Workshops.

Behavioral Style Self-Assessments.

Leadership 360 Degree Assessments.

Executive Coaching.

Full Spectrum Leadership Capstone.

Keynote Speaker.

Quarterly Webinar Discussions.

E-Portal.

Leadership Development Conference.

Reading Assignments.

Catalog of Leadership Development Topics.

Shadowing and Rotational Program.

Leader Individual Development Plans.

1.4.2. The Contractor shall provide subject matter expert facilitator(s) and instructor(s) to deliver a COTS leadership development training program curriculum, with modification as applicable to the DSS workforce and environment. Presentation and facilitation includes:

Prerequisite requirements

Content and course materials

Posting of course content, materials, and resources in an online environment

Curriculum schedule

Curriculum objectives

Workshop modules

Discussion on relevance to DSS workforce and environment (topic reflection or “tie-in”-how it relates to LDP participants) and application to DSS environment

Pre and Post workshop activities

Administration of workshop evaluation survey

Assessment of program impact

Delivery of Post-Workshop Report

1.4.3. The Contractor shall maintain and update the LDP system to include workshop topics, materials, and associated resources to sustain relevancy to “best practices” concurrent with leadership development philosophies, principles, and practices delivered during CLINs 0001, 0002, 0003 and 0004.

1.4.4. This effort introduces a comprehensive LDP that incorporates a cohort-based approach and an applied leadership model. The model features high levels of interaction and engagement, and provides activities, experiences, and opportunities to learn and apply leadership knowledge, techniques, and skills within the DSS environment, for each of the two (2) Tiers identified within the DSS workforce.

1.4.4.1. Tier 1 includes employees entering DSS employment at the foundation or entry level of the GG 7-GG11 grades as well as those at the GG12-GG13 grades. Tier 1 GG12-GG13 employees are those employees who are at full-performance levels within their chosen disciplines. Tier 1 is the largest group of DSS employees and includes both emerging leaders and experienced supervisors.

1.4.4.2. Tier 2 represents a more experienced group of employees at the GG14 and GG15 level. Tier 2 includes managers, supervisors, and senior leaders who are performing at the advanced or expert level of proficiency.

1.4.4.3. The LDP shall support Tier 1 and Tier 2 cohorts each year. Each Tier 1 cohort will include a minimum of

12 participants and no more than 25 participants. Each Tier 2 cohort will include a minimum of 7 participants and no more than 25 participants. There shall be 2 Instructors/Facilitators per course. The LDP will be the foundational leadership development entrance point for the DSS workforce from which subsequent developmental opportunities will be available and provided. It is expected that the

Contractor(s) will utilize COTS program(s) with adaptation to the DSS environment, where applicable thereby utilizing the modified COTS approach. Concentration and application for this initiative should be on a principle-based, value-centered, competency-focused program of opportunities, activities, and experiences that are synchronized across all elements of the program.

1.4.5. All materials and systems will afford access to participants and other DSS employees in compliance with

Section 504 of the Rehabilitation Act of 1973.

1.4.6. The first year of the program, as well as the integration of the various elements assembled into a complete program, will be considered a pilot for the leader development program, allowing for DSS evaluation, modification, and approval for subsequent iterations.

1.5 Period of Performance: This IDIQ has an ordering period of five (5) years.

1.6 General Information:

1.6.1. Quality Control: The Contractor shall develop and maintain an effective quality control (QC) program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The

Contractor’s quality control program (QCP) is the means by which he assures himself that his work complies with the requirement of the contract. The QCP shall be delivered within 15 days after receipt of order/contract award. After acceptance of the QCP the Contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to the QC system.

1.6.2. Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the

Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3. On-Site Working Conditions:

1.6.3.1. DSS facilities are smoking restricted workplaces. Due to the nature of the work, facilities, and requirements, Contractor staff may only smoke outside in designated smoking areas.

1.6.3.2. The government expects the Contractor will establish normal operating hours under this contract between 8:00 a.m. to 4:30 p.m. EST Monday through Friday. The Contractor’s Program Manager (PM) and the governments Contracting Officer’s Representative (COR) shall consult and coordinate on any proposed alternate work schedules that may be arranged depending on the operational tempo/needs of the mission.

1.6.3.3. Government personnel observe the following days as holidays and the Government facilities will be closed and unavailable to Contractor personnel on the following days:

New Year’s Day January 1st*

Martin Luther King’s Birthday Third Monday in January

President’s Day Third Monday in February

Memorial Day Last Monday in May

Independence Day July 4th*

Labor Day First Monday in September

Columbus Day Second Monday in October

Veterans Day November 11th*

Thanksgiving Day Fourth Thursday in November

Christmas Day December 25th*

*If the date falls on a Saturday, the Government holiday is the preceding Friday. If the date falls on a

Sunday, the Government holiday is the following Monday.

1.6.3.4. In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Presidential Inauguration Day

• Any other day designated by the President’s Proclamation

1.6.3.5. It is understood and agreed between the Government and the Contractor that observance of such days by Government personnel shall not otherwise be a reason for an additional period of performance, or entitlement of compensation except as set forth within the contract. In the event the Contractor’s personnel work during the holiday, they may be reimbursed by the Contractor, however, no form of holiday or other premium compensation will be reimbursed either as a direct or indirect cost, other than their normal compensation for the time worked.

1.6.3.6. When the Federal, State, Local or other Governmental entity grants excused absence to its employees, assigned Contractor personnel may also be dismissed. The Contractor agrees to continue to provide sufficient personnel to perform critical tasks already in operation or scheduled, and must be guided by the instructions issued by the Contracting Officer (CO) or COR.

1.6.3.7. If Government personnel are unavailable due to furlough or any other reason, the Contractor must contact the CO or the COR to receive direction. It is the Government's decision as to whether the contract price/cost will be affected. Generally, the following situations apply:

1.6.3.7.1. Contractor personnel who are able to continue contract performance (either on-site or at a site other than their normal workstation), must continue to work and the contract price shall not be reduced or increased.

1.6.3.7.2. Contractor personnel who are not able to continue contract performance (e.g., support functions) may be asked to cease their work effort. This may result in a reduction to the contract.

1.6.3.8. It is understood and agreed between the Government and the Contractor that in the event

Contractor personnel wish to attend DSS social events, such as the annual picnic, holiday parties, etc., they must co- ordinate their work schedules with the COR and obtain approval of their company’s supervisor prior to the event. The Government is not responsible for reimbursing any expenses to the Contractor for attending any DSS social event.

1.6.4 Hours of Operation: The Contractor is responsible for conducting business, between the hours of

8:00am and 4:30pm Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the Contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5. Place of Performance: Work for this effort will be predominately performed at the Contractor’s facility and virtual events; with workshops and conferences delivered at the following DSS locations:

Center for Development of Security Excellence, 938 Elkridge Landing Road, Linthicum, MD 21090, DSS Headquarters, Russell Knox Building, 27130 Telegraph Rd., Quantico, VA

Other DSS locations in the National Capital Region (NCR)

1.6.6. Reserved.

1.6.7. Security Requirements: Contractor personnel performing work under this contract must have a favorable National Agency Check at the time of the proposal submission, and must maintain a favorable

NAC for the life of the contract.

1.6.7.1. Facility Clearance: The Contractor is not required to possess and maintain a facility clearance from the DSS.

1.6.7.2 Physical Security: The Contractor shall be responsible for safeguarding all government equipment, information and property provided for Contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.7.3 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.7.3.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the

Contractor.

1.6.7.3.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the

Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.7.4 Lock Combinations: The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations.

These procedures shall be included in the Contractor’s Quality Control Plan.

1.6.8 Special Qualifications: Workshop facilitators or instructors should possess demonstrated maturity and life experiences; including education levels, work experiences, or military experience commensurate with the objectives of the workshop deliverables, modules of instruction, presentation topics and other program activities.

1.6.9 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal

Acquisition Regulation Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Contracting Officer will apprise the Contractor of how the government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10. Contract Management: Notwithstanding the Contractor’s responsibility for total management during the performance of this contract, administration of the contract requires maximum coordination between the

Government and the Contractor. The following individuals shall be the Government points of contact during the performance of the contract.

1.6.10.1 Contracting Officer: All contract administration shall be effected by the CO. Communication pertaining to the contract administration shall be addressed directly to the CO. No changes to the performance work statement are authorized without a written modification to the contract executed by the CO. if at any time the Contractor believes any person other than the CO has given direction that changes the performance work statement the Contractor shall immediately inform the CO by the most expeditious means.

1.6.10.2 Contracting Officer Representative: The COR will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the

Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the

Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11 Key Personnel: The following personnel are considered minimum key personnel by the government:

Project Manager for overall contract. Qualifications include:

o Minimum of ten (10) years relevant managerial experience o Bachelor’s Degree required, Master’s preferred o Minimum of five (5) years DoD experience

Subject Matter Expert Facilitator o Documented successful completion of an Instructor or Facilitator Training Course that aligns with the

DSS LDP curriculum o At least ten (10) years’ experience as an instructor or facilitator o Minimum of five (5) years’ experience directly related to leadership development and the subject matter presented in each course o Master’s Degree

OR

o Documented successful completion of an Instructor or Facilitator Training Course that aligns with the

DSS LDP curriculum o At least ten (10) years’ experience as an instructor or facilitator o Significant documented civilian or military leadership experience such as a senior Non-Commissioned

Officer or Officer, and graduation from appropriate level academies, seminars, and service schools.

o At least five (5) years’ experience teaching or facilitating leadership development workshops, programs, or courses of instruction at the collegiate level or military equivalent o Other experience directly related to leadership development and instructing groups of participants

Subject Matter Expert Instructor o Documented successful completion of an Instructor Training Course that aligns with the DSS LDP curriculum.

o At least ten (10) years’ experience as an instructor.

o Minimum of ten (10) years’ experience directly related to leadership development and the subject matter presented in each course.

o Bachelor’s Degree.

OR

o Documented successful completion of an Instructor Training Course that aligns with the DSS LDP curriculum.

o At least ten (10) years’ experience as an instructor.

o Significant documented civilian or military leadership experience such as a senior Non-Commissioned

Officer or Officer, and graduation from appropriate level academies, seminars, and service schools.

o At least three (3) years’ experience teaching or facilitating leadership development workshops, programs, or courses of instruction at the collegiate level or military equivalent.

o Other experience directly related to leadership development and instructing groups of participants.

Instructional Systems Designer (ISD) to support contract LDP integration, as applicable o Either a Graduate Degree in ISD, and o Experience developing and integrating instructor-led or instructor-facilitated curriculum, workshop courses related to leadership development relevant to LDP topics, complexity. OR o Five (5) years of demonstrated experience in ISD, and developing instructor-led or instructor-facilitated courses related to leadership development, or executive development.

Executive Coach(es):

o Coaches shall be accredited through appropriate organizations and affiliations such as the International

Coach Federation (ICF) or other industry recognized institution(s).

o Experience and skill in facilitation of individual and group performance.

1.6.12 Contractor Manpower Reporting: The Contractor shall report ALL Contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Defense

Security Service via a secure data collection site. The Contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year

(FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk at: http://www.ecmra.mil

1.6.13 Identification of Contractor Employees: All Contractor personnel attending meetings, answering

Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. While working in any DSS facility, Contractor(s) will display the appropriate DSS non-escort visitor badge.

1.6.14 Contractor Travel: Contractor will be required to travel within the NCR during the performance of this contract to attend meetings, conferences, and to deliver / facilitate workshop training. The Contractor may be required to travel to NCR off-site training locations and to transport / ship training aids to these locations in support of this PWS. Travel shall be included in the cost of doing business and will not be otherwise separately reimbursed.

1.6.15 Reserved.

1.6.16 Performance Evaluation in Contractor Performance Assessment Reporting System

1.6.16.1 Performance Evaluation: Continual monitoring of performance is one critical element to the success of the contract. Performance evaluation reports shall be prepared at the time of final acceptance of work, termination, annually or other times, as appropriate. Performance evaluations are done in the Contractor Performance

Assessment Reporting System (CPARS) at www.cpars.gov by focusing on elements of quality control, effectiveness of management, timely performance and compliance with safety standards.

1.6.16.2 Less Than Satisfactory Performance: If the COR concludes that an Contractor’s overall performance is less than satisfactory, the Contractor shall be advised in writing. Contractors taking exception to the evaluation ratings http://www.ecmra.mil/ http://www.ecmra.mil/ are encouraged to submit comments in writing within CPARS. If the Contractor submits written comments, the

COR shall include them in the report, resolve any alleged factual discrepancies, and make appropriate changes to the report. If the Contractor’s performance is found to be less than satisfactory, actions may warrant the Government to make new arrangements with different suppliers and/or modify existing arrangements.

1.6.16.3 Subcontractors: The prime Contractor is responsible for the management, performance and monitoring of all subcontractors who are working on this contract. If a subcontractor’s performance is less than satisfactory, the

Government expects the prime Contractor to take effective actions to correct less than satisfactory performance.

Less than satisfactory performance by a subcontractor may reflect adversely on the Contractor’s performance evaluation within the CPARS system.

1.6.17 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information

(e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in Federal Acquisition Regulation (FAR) Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the

Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.19 Nondisclosure Agreements: In performance of this contract, the Contractor may have access to sensitive, non-public information. The Contractor agrees (a) to use and protect such information from unauthorized disclosure in accordance with Department of Defense Instruction 8582.01, Security of Unclassified DOD Information on Non-

DOD Information Systems, June 6, 2012; (b) to use and disclose such information only for the purpose of performing this contract and to not use or disclose such information for any personal or commercial purpose; (c) to obtain permission of the Government Program Manager before disclosing/discussing such information with a third party; (d) to return and/or electronically purge, upon Government request, any non-public, sensitive information no longer required for Contractor performance; and (e) to advise the Government Program Manager of any unauthorized release of such information. The Contractor shall have its employees assigned to this contract execute a non-disclosure agreement for delivery to the Government. The Government shall require Contractor personnel to sign a non-disclosure statement to protect non-public information in the possession of the Government.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. ADDIE: Generic Instructional Systems Design model that contains the elements of analysis, design, development, implementation, and evaluation.

2.1.2. Capstone. A multifaceted project, event, assignment, etc. that provides an opportunity for the participant to take what they’ve learned throughout the course of their LDP experience(s) and apply it to a specific topic or challenge.

2.1.3. Cohort: Band of DSS LDP participants joined as one group.

2.1.4. Commercial-Off-The-Shelf: Commercial items/services that require no unique government modifications or maintenance over the life cycle of the product to meet the needs of the procuring agency.

2.1.5. Contracting Officer. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.6. Contracting Officer’s Representative. An employee of the U.S. Government appointed by the

Contracting Officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.7. Contractor. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.8. Defective Service. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.9. Deliverable. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.10. Emerging leaders. Federal employees at the GG7 to GG11 grade level who have demonstrated or self-identified the potential for future leadership responsibility.

2.1.11. Facilitated Leadership Development Workshop. Workshops provide an introduction to leadership concepts and methods, as well as a forum for participants to demonstrate and apply what was learned through practical exercises.

2.1.12. Facilitator. Individual that helps to lead, unite, or bring about outcome/results by providing guidance, instruction, direction, focus, etc.

2.1.13. Full-performance. Possessing the knowledge, skills, and abilities and functioning at the highest level of performance within a specialization.

2.1.14. Individual Development Plan (IDP). The IDP is a personal development plan created by employees with input, guidance, and concurrence from their rating officials. The IDP is used to define and document employee professional development and learning activity goals to support their overall career development. The IDP is an action plan for the employee to develop competencies, knowledge, and skills needed to achieve their goals.

2.1.15. Industry Recognized. Training, learning, talent and/or development organizations that successfully demonstrate best practices in a select discipline and have been recognized by others as setting a standard of achievement and results in models, practices, courses, curriculum, etc. that others may model. Focus for this PWS is leadership development; Training Industry, Inc. and Association for

Talent Development are examples of organizations that monitor and recognize “best in class.”

2.1.16. Instructional Systems Design or Instructional Systems Development. A systems approach to developing curriculum.

2.1.17. Key Personnel. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS.

When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.18. Keynote Speaker. Individual who gives main address at formal gathering or conference.

Presentation should establish the framework or theme for events that follow; motivate or inspire audience, etc.

2.1.19. Leadership Competencies. As referenced and defined in DODI 1430.16, Growing Civilian

Leaders.

2.1.20. Local Travel. Local travel, including to and from DSS headquarters and in the surrounding metropolitan DC area (As defined by Department of Defense Instruction (DoDI) 4515.14, dated

28 Jun 2013) and travel between DSS field offices within the same city, performed during the course of performance is considered the cost of doing business and shall not be reimbursed.

2.1.21. Module. A single learning/instruction unit.

2.1.22. Contractor. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.23. Physical Security. Actions that prevent the loss or damage of Government property.

2.1.24. Proficiency levels. As referenced and defined in OPM, Proficiency Levels for Leadership

Competencies

2.1.25. Quality Assurance. The government procedures to verify that services being performed by the

Contractor are performed according to acceptable standards.

2.1.26. Quality Assurance Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.27. Quality Control. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.28. Subcontractor. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.1.29. Work Day. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.30. Work Week. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative

ADDIE Analysis, Design, Development, Implementation and Evaluation

AISC Applying Industrial Security Concepts

CFR Code of Federal Regulations

CDSE Center for Development of Security Excellence

CI Counterintelligence

CO Contracting Officer

CONUS Continental United States (excludes Alaska and Hawaii)

COR Contracting Officer Representative

COTR Contracting Officer's Technical Representative

COTS Commercial-Off-the-Shelf

CPARS Contractor Performance Assessment Reporting System

DCMO Deputy Chief Management Office

DCIPS Defense Civilian Intelligence Personnel System

DD250 Department of Defense Form 250 (Receiving Report)

DD254 Department of Defense Contract Security Requirement List

DFARS Defense Federal Acquisition Regulation Supplement

DOD Department of Defense

DSS Defense Security Service

FAR Federal Acquisition Regulation

FLDW Facilitated Leadership Development Workshop

FOC Field Office Chief

FOUO For Official Use Only

FSO Facility Security Officer

FY Fiscal Year

GFI Government Furnished Information

GFM Government Furnished Materials

GOVT Government

HCMO Human Capital Management Office

IA Information Assurance

ICF International Coach Federation

IDP Individual Development Plan

IPP Industrial Policy and Programs

ISD Instructional Systems Design or Instructional Systems Development

IMP Integrated Master Plan

IMS Integrated Master Schedule

ISFO Industrial Security Field Operations

IT Information Technology

LDP Leadership Development Program

LMS Learning Management System

NAC National Agency Check

NCR National Capital Region

NDA Non-Disclosure Agreement

OCI Organizational Conflict of Interest

OCIO Office of the Chief Information Officer

OCONUS Outside Continental United States (includes Alaska and Hawaii)

OPM Office of Personnel Management

PoP Period of Performance

PIPO Phase In/Phase Out

POC Point of Contact

PRS Performance Requirements Summary

PWS Performance Work Statement

QA Quality Assurance

QAP Quality Assurance Program

QASP Quality Assurance Surveillance Plan

QC Quality Control

QCP Quality Control Program

RKB Russell Knox Building

TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

DSS will provide information, equipment, policies, documents, access to applicable systems. The access shall be made available upon commencement of performance of assigned task within this contract after the award date.

Contractor shall make requests for access to such equipment, materials, and supporting resources to DSS in support of this effort.

3.1. Services: The Government will provide personnel to assist with this initiative, as applicable, during initial establishment of the LDP training curriculum. The Government will provide personnel to assist and advise Contractor during delivery of the LDP training curriculum during each iteration.

3.3. Facilities: Contractor personnel supporting and performing work under the DSS LDP training program course/workshop will be required to access DSS facilities and shall be granted access to such facilities as necessary to perform this requirement. Facilities include, but are not limited to the following locations:

Center for Development of Security Excellence, 938 Elkridge Landing Rd., Linthicum, MD. 21090; DSS

HQ, Russell Knox Building (RKB), 27130 Telegraph Rd., Quantico, MD. 22134.

3.3. Equipment: Contractor personnel supporting and performing work under the DSS LDP training curriculum will be required to access DSS equipment, such as computer and instructional technology, and shall be granted access to such equipment as necessary to perform, only during the conduct of the DSS

LDP training curriculum, DSS shall provide all necessary equipment to perform this requirement.

3.3.1. Consent to Monitoring: All Contractor personnel using DSS equipment shall sign the DSS

“Consent to Monitoring” form.

3.4 Government Furnished Information (GFI)/Government Furnished Materials (GFM): DSS will provide all relevant and existing reference material applicable to the DSS LDP and in support of this initiative.

3.5. Replacement, Modernization, and Modification: During the term of the contract, the Government may replace, modify, or improve equipment, systems, etc., at the Government’s expense and by means not associated with this contract. All replaced, improved, updated, or modernized equipment and systems shall be operated by the Contractor at no additional cost to the Government unless such changes result in increase or decrease in contract requirements.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1. General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2. Facility Clearance: The Contractor is not required to possess and maintain a facility clearance from the

DSS.

4.3. Security Clearances: Contractor personnel, including subcontractors, performing work under this contract must have a favorable National Agency Check (NAC) at the time of the proposal submission, and must maintain a favorable NAC for the life of the contract. It is incumbent upon the Contractor to ensure that the necessary security paperwork is submitted in sufficient time to enable the applicable individuals to be cleared prior to beginning work on this contract.

4.4. Materials and Equipment: For any tasks performed off-site or at an Contractor facility the…