M00264-22-Q-0031.pdf

SEE ADDENDUM

(No Collect Calls)

M0026422Q0031 01-Mar-2022

b. TELEPHONE NUMBER

703-432-1668

8. OFFER DUE DATE/LOCAL TIME

11:00 AM 25 Mar 2022

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

M002649. ISSUED BY

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

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

MELISSA B. CHABOT

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESSX

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

MCINCR - RCO

2010 HENDERSON RD

MELISSA CHABOT

QUNATICO VA 22134

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE M00084 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

HQMC-M&RA- CODE MRRO {M00084}

3280 RUSSELL RD

QUANTICO VA 22134

LTCOL TODD PETERSON

TEL: 703-784-9263 FAX: 703-784-9825

FAX:

TEL: 703-432-1668 SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$12,000,000

NAICS:

611430

OFFER DATED

29. AWARD OF CONTRACT: REF.

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

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF57

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

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

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

M0026422Q0031

Section SF 1449 - CONTINUATION SHEET

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS)

360-DEGREE LEADERSHIP REVIEWS

1. General. This is a non-personal services contract to provide 360-degree leadership reviews. The Government shall not exercise any 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.

1.1. Introduction. The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform 360-degree leadership reviews as defined in this Performance Work Statement. The contractor shall perform to the standards in this contract.

1.2. Background. 360-degree feedback, also known as multi-rater feedback, multi-source feedback, 360-degree review, or multi-source assessments, is a process through which feedback from an individual’s subordinates, colleagues, and supervisors, as well as a self-evaluation by the individual themselves is gathered. Such reviews can also include, when relevant, feedback from external sources who interact with the individual, such as customers and suppliers or other interested stakeholders. 360-degree feedback is so named because it solicits feedback regarding an individual’s behavior from a variety of points of view (subordinate, lateral, and supervisory). These points of views are collectively categorized as raters, feedback providers, or reviewers. 360-degree feedback may be contrasted with “downward feedback” (traditional feedback on work behavior and performance delivered to an individual by their supervisor, or “upward feedback” delivered to a supervisor by subordinates only.

Industry and academia has concluded that adopting the 360-degree review approach is superior to other traditional forms of evaluation and feedback for evaluating an individual’s performance. When successfully implemented, this method initiates a vast positive change and provides a more efficient, thorough, and accurate assessment of performance reviews. More than 85% of Fortune 500 companies have adopted a form of 360-degree review to improve their workforce. Due to industry’s focus on 360-degree reviews, the Department of Defense and the services are assessing how to implement, or have implemented, 360-degree reviews within the department or specific service.

The Marine Corps doctrine currently emphasizes self-awareness and understanding of an individual leader’s strengths and weakness. Marines receive training on professionalism, morality and ethics, self-awareness and unconscious bias. However, these do not provide Marines feedback from subordinates, peers and superiors on how their leadership is perceived. A 360-degree leadership review is recognized as effective method at developing better leaders. The United States Navy and the United States Army currently utilize 360-degree assessments to evaluate prospective commanders.

In a 1 April 2016 memo, the Secretary of the Navy directed the development of an implementation plan for a Department of Navy-wide program that uses innovative personal assessment mechanisms called Full and Inclusive Reviews (FAIR). Part of FAIR is the execution of 360-degree assessments in Navy’s fleet-centered leadership development program. The program includes: continuing the current process of conducting 360 degree assessments in the Prospective Executive Officer and Prospective Commanding Officer courses; continuing the current process of conducting 360 Degree Assessment for Flag Officers; and conducting a critical analysis of the existing surveys and establish survey criteria that will enable the accomplishment of the requirements set forth by SECNAV. The analysis criteria includes: the most appropriate survey vehicle that generates meaningful feedback; the ideal timing of assessment administration; the best and most efficient method to provide assessment feedback to the service member; the process by which the program is managed and documented; and the financial costs of expanding the existing program and sustaining it.

The Commandant of the Marine Corps (CMC) tasked the Deputy Commandant, Manpower and Reserve Affairs with the development and implementation of 360-degree reviews within the Marines Corps. The CMC’s published posture statement on 29 April 2021 stated “We are currently reviewing the efficacy of implementing a 360-degree review for all lieutenant colonels and colonels eligible for command selection…”

The Marine Corps is initially focusing reviews on Marines eligible for selection and those selected for colonel and lieutenant colonel command positions with the option to expand to include Marines in senior leadership billets (e.g. Sergeant Majors, Master Gunny Sergeants, etc.). The Marine Corps will implement 360-degree leadership reviews via a trusted third-party who will coordinate survey execution and data analysis. Data will reside with the third-party and access to the data will remain with the individual completing the review.

1.3. Objectives. The purpose of implementing a 360-degree leadership review program is to provide command personnel with empirical feedback to improve their leadership effectiveness while informing the institution on trends in leadership qualities and traits.

The objectives are as follows:

Provide a research-based forum to individuals and their feedback providers that focuses on both industry and Marine Corps leadership qualities and traits.

Produce individual output from the research-based forum that identifies the individual’s leadership strengths and weaknesses. The output must also be able to identify an individual’s hidden strengths and weaknesses.

Provide individuals access to coaching, mentorship, and/or counseling to assist the individual in understanding the output, identifying available resources for improvement, and developing an action plan that capsulizes on the individual’s strengths and improves the individual’s weaknesses.

2. Scope.

2.1. General description of the type of services to be performed.

2.1.1. Coordinate with the Marine Corps to develop a Marine Corps tailored 360-leadership review (a.k.a. survey) that maps the research-based analysis to Marine Corps specific leadership qualities and traits.

2.1.2. Provide/leverage a technology back-bone/base for the execution of 360-degree leadership reviews.

The technology backbone/base must be able to:

Meet Federal Risk and Authorization Management Program (FedRAMP) standard for security if the contracted service is cloud-based.

Be easily accessible by individuals, feedback providers, and administrators.

2.1.3. Provide and execute research-based 360-degree leadership reviews. Reviews include:

The individual’s self-review of their leadership qualities and traits.

The feedback providers’ (subordinates, peers, and seniors) review of the individual’s leadership qualities and traits.

The aggregation and analysis of the information into a printable report.

The availability for the individual to receive coaching, mentorship, or counseling from a trained individual that assists the individual in understanding the report, identifying available resources for improvement, and developing an action plan that capitalizes on the individual’s strengths and improves the individual’s weaknesses.

2.2. Specific services to be performed.

2.2.1 Provide a specific 360-degree leadership review for Marine Corps leaders that is researched-based and tailored to the Marine Corps. The review must be:

Web-based Accessible on government-owned networks, private networks, and mobile devices User interface that is intuitive, easy to navigate, and professional The website a “one-stop” site/portal for all individuals involved either as an administrator or individuals completing the reviews.

2.2.2 Provide a technology back-bone that allows flexibility in the administering of 360-leaderhsip reviews. This includes:

Provide the capability for different cohorts of Marine Corps leaders to take unique, cohort-tailored reviews.

Provide the capability for either individuals to identify their feedback providers or for feedback provider to be identify on the individual’s behalf.

Provide the capability for results reports to be tailored based on requested desires.

2.2.3 Provide a notification methodology/mechanism that efficiently and effectively informs individuals that they were identified to participate in a 360-leadership review either as the individual being reviewed or as a feedback provider.

2.2.4 Provide a range of options of varying time lengths, technology medium, and capacity for individuals to be mentored, counseled, or coached.

3. Period of Performance. The period of performance shall be for one (1) base period and two (2) 12-month option periods. The base period shall commence at the time of award and will operate until 31 December 2022. The option (assessment) periods are as follows:

Base Period Time of award – 31 December 2022 Option Period One 1 January 2023 – 31 December 2023 Option Period Two 1 January 2024 – 31 December 2024

3.1. Base Year. Provide 200 unique 360-degree leadership reviews completed reports for Marines that can be accessed and completed between award of this contract and December 31, 2022.

3.1.1 Additional Specifications.

Data: Delivered in electronic format that can be formatted for hard copy printing.

End/result/deliverable: Individual 360-degree leadership review reports delivered electronic copies to the Marine.

Tool for creating deliverable: Contractor will initiate contact with the Marine and provide online data entry for all participants in the 360-degree leadership review process consolidate data and provide electronic copies to the Marines.

Acceptance criteria: Receipt of reports and line item reporting depicting what has been issued against the contract and what is available to the Technical Point of Contact in the following format:

o Number of the 360-degree leadership reviews administered.

o Intended use (when applicable): 360-degree leadership review reports will be used to satisfy Command Qualification and student coaching as outline in the objective portion of the SOW.

3.2. Option One. Provide 300 unique 360-degree leadership reviews completed reports that can be accessed and completed between January 1, 2023 and December 31, 2023. (Specifications same as 3.1.1.)

3.3. Option Two. Provide 1,000 unique 360-degree leadership reviews completed reports that can be accessed and completed between January 1, 2024 and December 31, 2024. (Specifications same as 3.1.1.)

4. General Information.

4.1. Hours of Operation. The contractor is responsible for conducting business, between the hours of 0730 and 1730, Monday through 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. 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.

4.2. Place of Performance. The work to be performed under this contract will be performed virtually from the location(s) of the contracted company.

4.3. Security Requirements. Contractor personnel performing work under this contract are not required to have a security clearance.

4.3.1. Physical Security. The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use.

5. Personnel.

5.1. Individuals that are designated to conduct the coaching or mentorship must be certified in the company’s assessment criteria and methodology. Certification must be provided to the government for review and concurrence.

5.2. The follow personnel are considered key personnel by the government:

5.2.1. Contract Manager and Alternate Contract Manager. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available between 8:00 a.m. to 4:30 p.m., Monday thru Friday except Federal holidays. The contract manager and alternate contract manager must have a high degree of expertise with the company’s 360-degree leadership review system(s).

5.3. Identification of Contractor Employees. All contract 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.

6. Quality.

6.1. Quality Control. The contractor shall develop and maintain an effective quality control 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 is the means by which they assure themselves that their work complies with the requirement of the contract. A quality control program must be delivered within 30-days after the contract award. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his quality control system.

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).

7. Performance Requirements Summary (PRS). Surveillance of Contractor performance is the method used by the Government to determine whether the Contractor is effectively and efficiently complying with all terms and conditions of the contract. The functional expertise of the Contracting Officer’s Representative (COR) plays a critical role in adequately evaluating contractor performance. The below listed methods of surveillance shall be used in the administration of the Quality Assurance Surveillance Plan (QASP) and the standards are delineated by the PWS in the PRS set forth below:

Performance Objective/PWS

Paragraph

Performance Standards Acceptable Quality Level

Method of Surveillance

Incentive/Remedy

Survey Administration (Paragraph 1.3, 2.1.1, and 2.2.1)

Create researched-based survey that evaluates key leadership characteristics

Tailor questions appropriately for select cohorts IAW USMC guidance

Make the survey available via any modern web-browser platform including mobile app

99% COR observation and periodic progress evaluations during development and random sampling during administration of surveys

The Contractor shall correct performance issues within 2 weeks of the Government notification and must re-complete at no additional cost to the Government.

Report generation (Paragraph 1.3, 2.1.3, and 2.2.2)

Provide a timely analytically-supported report of the subject’s surveys

Report analysis will indicate trends of success and growth opportunity

Report will be delivered to the subject NLT 1 month post survey completion

100% COR, random sampling of reports, and subject debriefs

The Contractor shall notify the Government and correct performance issues within 5 days of the realization of non-compliance with this performance standard at no additional charge to the Government.

Follow-on coaching/mentoring (Paragraph 2.1.3 and 2.2.4)

All follow-on coaching/mentoring will be provided by trained professionals within 1 month of subject receiving survey report

Provide group coaching/education to select cohorts

99% Subject debriefs and direct observation

The Contractor shall notify the Government and correct performance issues within 5 days of the realization of non-compliance with this performance standard at no additional charge

Provide 1 on 1 coaching/mentoring as needed to the Government.

8. 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, Contracting Officers Representative (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.

9. Data Rights. The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/ copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

This project and all materials provided to the Contractor by the Government and results, conclusions and recommendations obtained thereof should be considered confidential in nature and treated with the same level of care that the Contractor treats its own confidential business information. The information shall not be disclosed, copied, modified, used (except in the completion of this project) or otherwise disseminated to any other person entity at any time to include, but not limited to inclusion in any database external to the Government express consent.

The Marine Corps shall have and retain ownership of all reports prepared by Contractor for the Marine Corps. Such reports originate from and through the application by Contractor of those proprietary, copyright, and trade secret materials owned by Contractor and/or licensors, hereby designated as “original works,” to information and data provided by the Marine Corps. Such “original works” are and will at times remain the property of the Contractor and/or licensors. In the event Contractor shall, from time to time, modify or expand such “original works” to apply to the information and data provided it by the Marine Corps, such modification and/or expansion shall constitute as an enhancement or derivative of such “original works” and shall at all times hereunder remain the intellectual property of Contractor. To the extent any “original works” have been modified for the Marine Corps, Contractor shall hold in confidence all such derivative works and will not disclose them to any third party.

All material and information supplied by the Marine Corps to Contractor during the performance of this Agreement shall remain solely the Marine Corps’ property, and Contractor shall have no rights to such material or information whatsoever. The Marine Corps acknowledges that the raw data, test results, and materials that may be gathered by contractor through an assessment or Multi-Rater Feedback process, and upon which Contractor’s reports are based, may be restricted to Contractor under agreement between Contractor and individual participants/respondents, or under state psychology laws and per the American Psychological Association Guidelines and shall not be disclosed to the Marine Corps. Contractor agrees to hold in confidence any data, test results and information so gathered.

Notwithstanding anything herein to the contrary, Contractor may archive and use the data obtained in connection with the services internally in its database for purposes of group norms, validation, statistical or other database applications.

10. 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 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.

52.212-1 ADDENDUM

INSTRUCTIONS TO QUOTERS--COMMERCIAL ITEMS

GENERAL INTENTION. Marine Corps Installations – National Capital Region (MCI-NCR) has a commercial requirement for 360 Degree Leadership Reviews to support Headquarters Marine Corps. In accordance with FAR Part 12 and SubPart 13.5, the MCI-NCR Regional Contracting Office is issuing a commercial solicitation for the acquisition of such services. Required specifications are listed in Schedule of Supplies/Services and the Performance Work Statement within this solicitation.

CUSTOMER. Headquarters, United States Marine Corps Manpower & Reserve Affairs

PROCUREMENT APPROACH. The Contractor’s quote shall reflect the characteristics and level of quality that will satisfy the Government’s need as described in the Schedule of Supplies/Services and Performance Works Statement.

A single firm-fixed price award will be issued and it is the Government’s intent to award on an “all-or-none” basis to satisfy this requirement. The Government reserves the right to issue no award at all resulting from this solicitation.

PAYMENT TERMS. NET 30. Invoices must be submitted via the Wide Area Workflow (WAWF) in accordance with DFARS 252.232-7006 which is included in this solicitation.

PERIOD OF PERFORMANCE. The period of performance is for a 12-month base period, and two 12-month option periods with anticipated start date of 1 April 2022. Options will be executed pursuant to FAR 52.217-9, Option to Extend the Term of the Contract.

Base Period Time of award – 31 December 2022 Option Period One 1 January 2023 – 31 December 2023 Option Period Two 1 January 2024 – 31 December 2024

Base Period. All 200 reviews will be administered at the same time and shall be completed no later than 31 December 2022.

Option Period 1. All 300 reviews will be administered at the same time and shall be completed no later than 31 December 2023.

Option Period 2. The 1000 reviews include a broader audience and triggered by multiple events, therefore, the 1000 reviews will be administered throughout the period of performance. All reviews shall be completed no later than 31 December 2024.

SUBMISSION INFORMATION. Each quoter is required to submit a quote that is sufficiently detailed and complete to fully demonstrate an understanding of, and compliance with, all of the requirements of the solicitation. Quoters shall not submit multiple quotes representing alternative terms and conditions for satisfying the requirements of this solicitation. Failure to submit a quote for all requirements of the Performance Work Statement (PWS) shall be the cause for rejection of the quote. Non-compliance with any of the provisions herein may lead the Government to determine that a quote is non-compliant and may result in removal from the evaluation. The Government reserves the right to select a response that provides benefit to the Government that exceeds the minimum, but is not required to do so.

Quotes must be prepared in accordance with these instructions. Failure to do so may result in the quoter’s submission being determined unacceptable and ineligible for award. Each quote submission shall be screened upon receipts by the contracting officer or designee to ensure completeness and compliance with the instructions contained in the Request for Quote (RFQ). Elimination of a quote is at the sole discretion of the contracting officer.

SUBMISSION OF QUESTIONS. Questions shall be submitted no later than 08:00 AM EST on 11 March 2022.

Questions shall be submitted via electronic mail (e-mail) to Melissa Chabot at melissa.chabot@usmc.mil. An Amendment of Solicitation will be issued to provide responses to vendor questions.

Comments, questions, or inquiries concerning this solicitation shall not be submitted to any Government representative other than the contracting officer and/or contract specialist identified herein.

SUBMISSION OF QUOTES. Quotes shall be submitted no later than the time and date specified on Block 8 of page 1 of the SF1449 solicitation. Quotes shall be submitted electronically via electronic mail (e-mail) to Mrs. Melissa Chabot at melissa.chabot@usmc.mil. Vendors are responsible for ensuring their quotes have been received by the Contract Specialist, Mrs. Melissa Chabot via email by the date and time specified in Block 8 on Page 1 of this solicitation. Delivery delays that cause a quote to be late are not the responsibility of the Government agency.

QUOTE CONTENT. Quote shall include the following:

Solicitation number;

Company Information to include name, address, DUNS number, CAGE Code, telephone number, Tax --

Identification Number (TIN);

Name, title, telephone number, and e-mail address of the company/division point of contact who can obligate your company contractually;

Acknowledgment of Solicitation Amendments (if applicable);

A statement specifying the extent of agreement with all terms, conditions, and provisions included in the

RFQ. Quoters are to clearly detail any exceptions taken and the rationale for the exceptions taken to the RFQ. Please note that exceptions taken to the RFQ may render the quote unacceptable to the Government.

Provide an affirmative statement that no Organizational Conflict of Interests (OCIs) exist or a detailed plan which mitigates existing or anticipated OCIs;

Quote expiration date;

Coaching/counseling/mentoring certifications Example of 360 Degree Leadership Review Report.

Quoter is reminded to review all full-text provisions and clauses contained in the solicitation and ensure completion and any required action prior to submitting its quote.

TECHNICAL CAPABILITY. The quote must demonstrate an understanding of and an ability to meet all of the requirements set forth in the RFQ’s Performance Work Statement (PWS). The quoter shall provide sufficient detail to substantiate the validity of all statements. The quoter shall demonstrate that the quote is in compliance with the requirements, terms, and conditions of the RFQ.

Comprehensive responses to the requirements of the RFQ are required to enable the Government to evaluate the quoter’s understanding of and capability to accomplish the requirements of the PWS. General statements that the quoter can or will comply with the requirements, that standard procedures will be used, that well-known techniques will be used, or paraphrasing the solicitation’s requirements in whole or in part, will NOT constitute compliance.

Failure to conform to any of the requirements of the solicitation may form the basis for rejection of the quote.

Only the quote submitted in response to this solicitation will be evaluated. The quoter must make certain that its quote is complete with regard to the information provided. Data previously submitted, or presumed to be known, e.g. Request for Information, will not be considered in the evaluation unless that information is physically contained in the quote. Information provided must be consistent amongst all volumes.

The quote must provide a narrative which demonstrates the quoter’s government experience with projects similar to that of the PWS. Quoters may include subcontractor’s government experience in addition to their own (if applicable). The quoter must demonstrate it has a firm understanding of the PWS requirements, and how its experience could benefit the Government’s leadership program.

PRICE. The price quote shall cover all resources required to complete the requirements of the proposed effort.

Quoters are to include a narrative of its pricing methodology / basis of pricing. Quoters are to provide unit pricing and extended pricing for all contract line item numbers (CLIN), with prices not exceeding two (2) decimals.

CONFIDENTIAL INFORMATION. The Freedom of Information Act (FOIA) and its amendments have resulted in an increasing number of requests from outside the Government for copies of contract qualifications and quotes/proposals submitted to federal agencies. If a quoter’s submissions contain information that he/she believes should be withheld from such requestors under FOIA on the grounds that they contain “trade secrets and commercial or financial information” (5 USC 552(b)(4)), the quoter should mark its submissions in the following manner:

The following notice should be placed on the title page: “Some parts of this document, as identified on individual pages, are considered by the submitter to be privileged or confidential trade secrets or commercial or financial information not subject to mandatory disclosure under the Freedom of Information Act. Material considered privileged or confidential on such grounds is contained on page(s) _______.”

52.212-2 ADDENDUM

EVALUATION – COMMERCIAL ITEMS

The Government intends to make a single award under this solicitation to the responsible quoter whose quote demonstrates an understanding of and an ability to meet all the requirements set forth in the Performance Work Statement (PWS). Therefore, quotes proposing less than the entire effort specified herein shall be determined unacceptable and may be removed from consideration for award.

BASIS OF AWARD. A comparative evaluation of quotes will be performed in accordance with FAR 13.106- 2(b)(3). A comparative evaluation entails comparing each technically acceptable quote to another technically acceptable quote to determine which quote provides the best benefit to the Government. The Government is not bound to make award to a quote that exceeds the requirement if it provides no benefit or value to the Government.

It is the intention of the Government to award a single award Firm-Fixed-Price contract resulting from this solicitation. The quote will demonstrate it is in compliance with the requirements, terms, and conditions of the RFQ.

Comprehensive responses to the requirements of the RFQ are required to enable the Government to evaluate the quoter’s understanding of and capability to accomplish the PWS requirements.

EVALUATION CRITERIA. The Government will evaluate the quoter’s quote to determine the extent to which the quoter has demonstrated its ability to accomplish the tasks listed in the PWS, as outlined in 52.212-1 Addendum, Instructions to Quoters.

The Government reserves the right to select a response that provides benefit to the Government that exceeds the minimum. The Government is not required to select a response that exceeds the minimum. Responses may exceed the requirements, but must at a minimum meet the solicitation’s statement. The Government is not requesting or accepting alternative quotes.

The following evaluation factors shall be used to evaluate the quote:

FACTOR 1: TECHINCAL CAPABILITY.

The Government will assign the quoter’s Technical Capability a rating using the following table:

Rating Description Acceptable Quote indicates adequate experience and understanding of the requirements Unacceptable Quote does not meet requirements of the solicitation and, thus, contains one or more deficiencies and is unawardable.

Quoters will be evaluated on:

- Government experience (and their subcontractors, if applicable) with projects similar to that of the PWS;

- Understanding and capability to accomplish the requirements of the PWS, as demonstrated by how its experience could benefit the Marine Corps’ leadership program.

The Government may use information such as DoD PPIRS, SPRS and FAPIIS data available from Government sources to evaluate a Quoter's past performance.

FACTOR 2: PRICE.

The Government will evaluate Quoter’s quoted prices, but this factor will not be given an adjectival rating. Quotes will be evaluated on completeness, accuracy, and reasonableness. Evaluation of the quoted prices for the services will be based on a comparison of quoted prices received in response to the solicitation and may also be based on a comparison to the Independent Government Cost Estimate (IGCE) along with any other relevant price analysis techniques.

Reasonableness. For the price to be reasonable in its nature and amount, it should not exceed that which would be incurred by a prudent person in the conduct of a competitive business. Reasonableness takes into account the context of a given source selection, including current market conditions, general economic conditions, and other factors that affect the ability of a Quoter to perform the contract requirements. Normally, adequate price competition establishes a fair and reasonable price.

In order to be considered for award, the quoted price must be determined to be fair and reasonable. Price analysis techniques set forth in FAR 13.106-3 will be used to determine whether the quoted price is fair and reasonable.

Completeness and Accuracy. The Government will review the quotes for completeness and accuracy. A determination will be made as to whether the Quoter properly completed the pricing tables. The Quoter’s quote will be checked for mathematical correctness to include the following:

1) Checking arithmetic in all computations; and

2) Ensuring all prices are summarized correctly.

(End of provision)

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 200 Each 360 Degree Leadership Review

FFP

The contractor shall provide 360 Degree Leadership Reviews in accordance with the Performance Work Statement.

FOB: Destination

PSC CD: U009

NET AMT

1001 300 Each OPTION 360 Degree Leadership Review

FFP

The contractor shall provide 360 Degree Leadership Reviews in accordance with the Performance Work Statement.

2001 1,000 Each OPTION 360 Degree Leadership Review

FFP

The contractor shall provide 360 Degree Leadership Reviews in accordance with the Performance Work Statement.

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 1001 Destination Government Destination Government 2001 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 POP 01-APR-2022 TO

31-DEC-2022

N/A HQMC-M&RA- CODE MRRO M00084

3280 RUSSELL RD

QUANTICO VA 22134

LTCOL TODD PETERSON

703-784-9263

M00084

1001 POP 01-JAN-2023 TO

31-DEC-2023

N/A (SAME AS PREVIOUS LOCATION)

2001 POP 01-JAN-2024 TO

31-DEC-2024

N/A (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.202-1 Definitions JUN 2020 52.203-3 Gratuities APR 1984 52.203-12 Limitation On Payments To Influence Certain Federal

Transactions

JUN 2020

52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights

JUN 2020

52.203-18 Prohibition on Contracting With Entities That Require Certain Internal Confidentiality Agreements or Statements-- Representation

JAN 2017

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper

MAY 2011

52.204-7 System for Award Management OCT 2018 52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011 52.204-13 System for Award Management Maintenance OCT 2018 52.204-16 Commercial and Government Entity Code Reporting AUG 2020 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020 52.204-19 Incorporation by Reference of Representations and

Certifications.

DEC 2014

52.204-22 Alternative Line Item Proposal JAN 2017 52.212-1 Instructions to Offerors--Commercial Products and

Commercial Services

DEC 2021

52.212-1 Instructions to Offerors--Commercial Products and Commercial Services

DEC 2021

52.212-2 Evaluation - Commercial Items DEC 2021 52.212-4 Contract Terms and Conditions--Commercial Products and

Commercial Services

DEC 2021

52.219-6 (Dev) Notice of Total Small Business Set-Aside (DEVIATION 2020-O0008).

OCT 2020

52.229-3 Federal, State And Local Taxes FEB 2013 52.232-17 Interest MAY 2014 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors

DEC 2021

52.242-13 Bankruptcy JUL 1995 52.246-4 Inspection Of Services--Fixed Price AUG 1996 52.247-34 F.O.B. Destination NOV 1991 52.249-2 Termination For Convenience Of The Government (Fixed-

Price)

APR 2012

52.249-8 Default (Fixed-Price Supply & Service) APR 1984 252.201-7000 Contracting Officer's Representative DEC 1991 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7002 Requirement to Inform Employees of Whistleblower Rights SEP 2013 252.203-7005 Representation Relating to Compensation of Former DoD

Officials

NOV 2011

252.204-7000 Disclosure Of Information OCT 2016 252.204-7003 Control Of Government Personnel Work Product APR 1992 252.204-7004 Antiterrorism Awareness Training for Contractors. FEB 2019

252.204-7015 Notice of Authorized Disclosure of Information for Litigation Support

MAY 2016

252.204-7017 Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services -- Representation

MAY 2021

252.204-7018 Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services

JAN 2021

252.209-7004 Subcontracting With Firms That Are Owned or Controlled By The Government of a Country that is a State Sponsor of Terrorism

MAY 2019

252.213-7000 Notice to Prospective Suppliers on Use of Supplier Performance Risk System in Past Performance Evaluations

SEP 2019

252.215-7007 Notice of Intent to Resolicit JUN 2012 252.215-7008 Only One Offer JUL 2019 252.225-7001 Buy American And Balance Of Payments Program-- Basic DEC 2017 252.225-7002 Qualifying Country Sources As Subcontractors DEC 2017 252.225-7048 Export-Controlled Items JUN 2013 252.225-7052 Restriction on the Acquisition of Certain Magnets, Tantalum, and Tungsten.

OCT 2020

252.225-7972 (Dev) Prohibition on the Procurement of Foreign-Made Unmanned Aircraft Systems (DEVIATION 2020-O0015)

MAY 2020

252.225-7973 (Dev) Prohibition on the Procurement of Foreign-Made Unmanned Aircraft Systems - Representation (DEVIATION 2020- O0015)

MAY 2020

252.225-7974 (Dev) Representation Regarding Business Operations with the Maduro Regime (DEVIATION 2020-O0005)

FEB 2020

252.226-7001 Utilization of Indian Organizations and Indian-Owned Economic Enterprises, and Native Hawaiian Small Business Concerns

APR 2019

252.227-7015 Technical Data--Commercial Items FEB 2014 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

DEC 2018

252.232-7010 Levies on Contract Payments DEC 2006 252.237-7010 Prohibition on Interrogation of Detainees by Contractor

Personnel

JUN 2013

252.243-7001 Pricing Of Contract Modifications DEC 1991 252.243-7002 Requests for Equitable Adjustment DEC 2012 252.244-7000 Subcontracts for Commercial Items JAN 2021

CLAUSES INCORPORATED BY FULL TEXT

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (NOV 2021) ALTERNATE I (OCT 2014)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision--

"Covered telecommunications equipment or services" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

"Economically disadvantaged women-owned small business (EDWOSB) concern" means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

"Forced or indentured child labor" means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

"Highest-level owner" means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

"Immediate owner" means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

"Inverted domestic corporation," means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

"Manufactured end product" means any end product in product and service codes (PSCs) 1000-9999, except—

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

"Place of manufacture" means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

"Reasonable inquiry" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

"Restricted business operations" means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

"Sensitive technology"—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

"Service-disabled veteran-owned small business concern"—

(1) Means a small business concern—

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

"Sm…