DRAFT M0026424R0002.pdf

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Attached to
Household Managment (HHM) Federal contract opportunity
Solicitation number
M00264-24-R-0002
Issued by
United States Marine Corps

About this file

This is a request for proposal (RFP) from the United States Marine Corps for a household management training course structured in four phases over five years. The training aims to educate members of the Marine Corps Enlisted Aide Program on household services protocol, operations management, communication skills, and customs. Offerors must submit proposals in three volumes addressing compliance, technical capability, and price. The technical proposal must detail the course structure and delivery methods for online and in-person training. It must also demonstrate experience providing similar training and the resources and support available. The price proposal must include unit pricing for each of the four training phases structured as cost-plus-fixed-fee sub-CLINs spanning multiple ordering periods from October 2023 to September 2028. Proposals are due by August 5, 2022, with evaluations based on compliance, technical factors, past performance, and price competitiveness and realism. The resulting IDIQ contract will have a one-year base and four one-year options.

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DRAFT M0026424R0002.pdf PDF
DRAFT M0026424R0002.pdf PDF
Manual Quarters Operating System Index Attachment 002.docx DOCX document
Participant Survey on Instructor Performance Attachment 001.docx DOCX document
PERFORMANCE WORK STATEMENT.docx DOCX document

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SEE ADDENDUM

(No Collect Calls)

M0026424R0002

b. TELEPHONE NUMBER

703-784-2806

8. OFFER DUE DATE/LOCAL TIME

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 X 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

DANIEL M. BAKER

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

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

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

RCO-NCR, MCB QUANTICO

2010 HENDERSON RD.

QUANTICO 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 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

703-784-3592FAX:

TEL: 703-784-5260 SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$15,000,000

NAICS:

611430

X

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)

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.

M0026424R0002

Section SF 1449 - CONTINUATION SHEET

PLEASE READ CAREFULLY

**GENERAL INSTRUCTIONS: **

Thank you for your interest in this requirement. This is a FAR Part 12 procurement using FAR 13.5 procedures.

Kindly ensure you adhere to all requirements as stipulated below and in FAR 52.212-2:

1. Type: This is a Request for Proposal (RFP), not a Request for Quotation (RFQ).

2. Scope: This is an 'ALL or NONE' and performance-based acquisition. A Performance Work Statement (PWS) is provided.

3. Amendments: Note the addendum to FAR 52.212-1, which includes a question-and-answer period.

4. Submission: Adhere to FAR 52.212-1 for offer submission guidelines.

5. Evaluation: Ensure familiarity with FAR 52.212-2 for evaluation criteria.

6. System for Award Management (SAM): SAM records will be the primary source for verifying assertions. Ensure all certifications in SAM are updated or manually addressed as applicable.

ITEM NO SUPPLIES/SERVICES ESTIMATED

QUANTITY

UNIT UNIT PRICE ESTIMATED AMOUNT

PHASE ONE

FFP

Sub-CLINs 0001AA through AE are for Phase One IAW the attached PWS.

MINIMUM QTY of participants ___________ (OFFEROR FILL IN)

For the purpose of this CLIN, the proposal as submitted and accepted by Department of Defense/United States Marine Corps/ Marine Corp Installations National Capital Region Regional Contracting Office now represents the minimum performance requirement. This is in alignment with our commitment to performance-based acquisition, ensuring that we focus on results and outcomes as outlined in the enclosed Performance Work Statement (PWS). All deliverables and performance standards as detailed in the proposal and the PWS are binding and must be met to ensure contract compliance.

ESTIMATED

NET AMT

UNIT UNIT PRICE ESTIMATED AMOUNT

0001AA 48 Each Ordering Period 1

FFP

(1 Oct 2023 to 30 Sep 2024) FOB: Destination

UNIT UNIT PRICE ESTIMATED AMOUNT

0001AB 48 Each Ordering Period 2

FFP

(1 Oct 2024 to 30 Sep 2025)

UNIT UNIT PRICE ESTIMATED AMOUNT

0001AC 48 Each Ordering Period 3

FFP

(1 Oct 2025 to 30 Sep 2026)

UNIT UNIT PRICE ESTIMATED AMOUNT

0001AD 48 Each Ordering Period 4

FFP

(1 Oct 2026 to 30 Sep 2027)

UNIT UNIT PRICE ESTIMATED AMOUNT

0001AE 48 Each Ordering Period 5

FFP

(1 Oct 2027 to 30 Sep 2028)

UNIT UNIT PRICE ESTIMATED AMOUNT

PHASE TWO

FFP

Sub-CLINs 0002AA through AE are for Phase Two IAW the attached PWS.

MINIMUM QTY of participants ___________ (OFFEROR FILL IN)

For the purpose of this CLIN, the proposal as submitted and accepted by Department of Defense/United States Marine Corps/ Marine Corp Installations National Capital Region Regional Contracting Office now represents the minimum performance requirement. This is in alignment with our commitment to performance-based acquisition, ensuring that we focus on results and outcomes as outlined in the enclosed Performance Work Statement (PWS). All deliverables and

UNIT UNIT PRICE ESTIMATED AMOUNT

0002AA 48 Each Ordering Period 1

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0002AB 48 Each Ordering Period 2

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0002AC 48 Each Ordering Period 3

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0002AD 48 Each Ordering Period 4

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0002AE 48 Each Ordering Period 5

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

PHASE THREE

FFP

Sub-CLINs 0003AA through AE are for Phase Three IAW the attached PWS.

MINIMUM QTY of participants ___________ (OFFEROR FILL IN)

For the purpose of this CLIN, the proposal as submitted and accepted by Department of Defense/United States Marine Corps/ Marine Corp Installations National Capital Region Regional Contracting Office now represents the minimum performance requirement. This is in alignment with our commitment to performance-based acquisition, ensuring that we focus on results and outcomes as outlined in the enclosed Performance Work Statement (PWS). All deliverables and

UNIT UNIT PRICE ESTIMATED AMOUNT

0003AA 48 Each Ordering Period 1

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0003AB 48 Each Ordering Period 2

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0003AC 48 Each Ordering Period 3

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0003AD 48 Each Ordering Period 4

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0003AE 48 Each Ordering Period 5

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

PHASE FOUR

FFP

Sub-CLINs 0004AA through AE are for Phase Four IAW the attached PWS.

MINIMUM QTY of participants ___________ (OFFEROR FILL IN)

For the purpose of this CLIN, the proposal as submitted and accepted by Department of Defense/United States Marine Corps/ Marine Corp Installations National Capital Region Regional Contracting Office now represents the minimum performance requirement. This is in alignment with our commitment to performance-based acquisition, ensuring that we focus on results and outcomes as outlined in the enclosed Performance Work Statement (PWS). All deliverables and

UNIT UNIT PRICE ESTIMATED AMOUNT

0004AA 48 Each Ordering Period 1

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0004AB 48 Each Ordering Period 2

FFP

(1 Oct 2024 to 30 Sep 2025

UNIT UNIT PRICE ESTIMATED AMOUNT

0004AC 48 Each Ordering Period 3

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0004AD 48 Each Ordering Period 4

FFP

UNIT UNIT PRICE ESTIMATED AMOUNT

0004AE 48 Each Ordering Period 5

FFP

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 N/A N/A N/A N/A 0001AA N/A N/A N/A Government 0001AB N/A N/A N/A Government 0001AC N/A N/A N/A Government 0001AD N/A N/A N/A Government 0001AE N/A N/A N/A Government 0002 N/A N/A N/A N/A 0002AA N/A N/A N/A Government 0002AB N/A N/A N/A Government 0002AC N/A N/A N/A Government 0002AD N/A N/A N/A Government 0002AE N/A N/A N/A Government 0003 N/A N/A N/A N/A 0003AA N/A N/A N/A Government 0003AB N/A N/A N/A Government 0003AC N/A N/A N/A Government 0003AD N/A N/A N/A Government 0003AE N/A N/A N/A Government 0004 N/A N/A N/A N/A 0004AA N/A N/A N/A Government 0004AB N/A N/A N/A Government 0004AC N/A N/A N/A Government 0004AD N/A N/A N/A Government 0004AE N/A N/A N/A Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 N/A N/A N/A N/A

0001AA N/A N/A N/A N/A

0001AB N/A N/A N/A N/A

0001AC N/A N/A N/A N/A

0001AD N/A N/A N/A N/A

0001AE N/A N/A N/A N/A

0002 N/A N/A N/A N/A

0002AA N/A N/A N/A N/A

0002AB N/A N/A N/A N/A

0002AC N/A N/A N/A N/A

0002AD N/A N/A N/A N/A

0002AE N/A N/A N/A N/A

0003 N/A N/A N/A N/A

0003AA N/A N/A N/A N/A

0003AB N/A N/A N/A N/A

0003AC N/A N/A N/A N/A

0003AD N/A N/A N/A N/A

0003AE N/A N/A N/A N/A

0004 N/A N/A N/A N/A

0004AA N/A N/A N/A N/A

0004AB N/A N/A N/A N/A

0004AC N/A N/A N/A N/A

0004AD N/A N/A N/A N/A

0004AE N/A N/A N/A N/A

PERFORMANCE WORK STATEMENT

1.0 Background:

Marine Barracks Washington requires a comprehensive Household Management (HHM) Training Course, structured in three distinct phases. This course will educate members of the Marine Corps Enlisted Aide Program (MCEAP) on industry best practices for formal household services protocol, operations management, effective communication, and customs.

2.0 Objectives:

The HHM Training Course aims to:

2.1 Offer virtual or self-paced training on foundational topics.

2.2 Deliver detailed on-site training.

2.3 Coach participants over six months to create an exhaustive HHM manual.

2.4 Enhance understanding of formal household protocols across diverse global settings.

2.5 Educate about facility systems: mechanical, electrical, and security (for example).

2.6 Uphold professionalism, ethics, and effective communication in household management.

3.0 Course Details:

3.1 Schedule: Training occurs annually from 1 October 2023 to 30 September 2028 (extending to 30 March 2029 under FAR 52.217-8), excluding June to August

3.2 Training Requirements: Training will be divided into four phases. Phase one through phase three are envisioned to be on a single task order. Phase four is envisioned to potential, potentially on the same task order or as a stand-alone supporting different participants, as needed.

3.2.1 Phase One - Online Training (Introduction to/Preliminary study):

• Estimated up to 20 hours (with agreed to itinerary between Contractor and

Government/COR) of self-paced/virtual instructor-led study (or a mix) per participant for an estimated 48 participants.

• Topics include Tea/Coffee Service, Wine Management, Event Management, and more (to be definitized between contractor and COR).

• Successful participants receive a completion certificate.

3.2.2 Phase Two - In-Person Training (Practical Application):

• Estimated up to 48 participants, estimating up to 180 hours of practical application per participant for no more than 4 continuous weeks, Monday to Saturday, 0800-1700, at a designated government facility (to be definitized between contractor and COR).

• Topics include Household Management Foundations, Personal Security, and more.

• Successful participants receive a completion certificate.

3.2.3 Phase Three - Household Management Manual Creation:

• Estimated up to 48 participants participate in one-hour monthly coaching sessions (delivered by means most economical, Example virtual/phone/in person, if practical and at Contractor’s own risk) over a period of six months.

• Focus on integrating all previously learned concepts to develop a personal HHM manual.

• These sessions result in the creation of an individualized HHM manual by the end of the six months.

• Sessions guide the development of the manual in accordance with Attachment 002 Index.

3.2.4 Phase Four- Household Management Manual Maintenance:

• Estimated 48 participants participate in one-hour monthly coaching sessions (delivered by means most economical. Example virtual/phone/in person, if practical and at Contractor’s own risk) over a period of three months.

• Sessions guided in accordance with Attachment 002 Index.

• Sessions result in, after three months, an updated Household Management Manual.

4.0 General:

4.1 Access: Contractor personnel shall undergo the Defense Biometric identification System (DBIDS), including site visits. Form 5512/5518 will be provided. Coordinated between Contractor and COR.

4.2 Parking: Provided by the Government. Contractor must submit vehicle details seven days before training. Coordinated between Contractor and COR.

4.3 Support: The Government will supply food, beverages, seating, and multimedia connections for on-site training. Please note this section is to illustrate the Government will provide the materials to support the training of the Government personnel itself. This does not include meals for contracted personnel. This section excludes any materials such as books, websites, publications, certificates, and other applicable deliverables that create a successful training outcome.

5.0 Performance Location for on-site training:

Marine Barracks Washington, 8th & I Streets SE, Washington, DC 20390 (or another government-specified location within a 25-mile radius of Washington DC).

6.0 Performance Requirements Summaries (PRSs):

PRS 1: Phase One - Online Training

• Performance Standard: Delivery of a up to 20-hour self-paced study course for an estimated 48 participants on topics including Tea/Coffee Service, Wine Management, Event Management, and more (Due to the agreed to itinerary between Contractor and

Government/COR).

• Participants were grouped (where applicable) in accordance with the Task Order.

Example no other parties were not allowed to participate that were not associated with the Task Order except for the Contracting Officer Representative (COR) (Observer) and Contracting Officer (Observer).

• Acceptable Quality Level (AQL): 95% of participants complete the online training with a minimum passing score (to be defined by the course criteria).

• Monitoring Method: Review of online completion reports and participant feedback forms.

Method: Provide an electronic report by email, per task order, that identifies participants by name, score, and hours trained. Submission of report to include surveys (Attachment 001) that were disseminated and returned.

Due: Seven days after phase one is completed

Who to send: Contracting Officer Representative (COR)

PRS 2: Phase Two - In-Person Training

• Performance Standard: Execution of up to 180 hours per participant of practical training for no more than 4 weeks continuous weeks, Monday to Saturday, 0800-1700, for an estimated 48 participants annually at the designated government facility (Due to the agreed to itinerary between Contractor and Government/COR).

• Participants were grouped (where applicable) in accordance with the Task Order. Example no other parties were allowed to participate that were not associated with the Task Order except for the COR (Observer) and Contracting Officer (Observer).

• AQL: 95% of participants complete the in-person training with a minimum passing score (to be defined by the course criteria) and receive a completion certificate.

• Monitoring Method: Attendance logs, participant feedback/surveys (Attachment 001), and post-training evaluation.

Method: Provide an electronic report by email, per task order, that identifies participants by name, score, and hours trained. Submission of report to include surveys that were disseminated and returned. Submission of participants’ daily attendance record.

Due: Seven days after phase two is completed

PRS 3: Phase Three - Household Management Manual Creation

• Performance Standard: Delivery of one-hour monthly coaching sessions over a six-month period for an estimated 48 participants annually, leading to the creation of an individualized HHM manual (at a minimum meeting attachment 002).

• Participants were grouped (where applicable) in accordance with the Task Order. Example no other parties were allowed to participate that were not associated with the Task Order except for the COR (Observer) and Contracting Officer (Observer).

• AQL: 90% of participants produce a satisfactory HHM manual by the end of six months.

• Monitoring Method: Monthly progress reports, participant feedback/surveys (Attachment 001), and final manual review (at a minimum meeting attachment 002).

Method: Provide an electronic report by email, per task order, that identifies participants by name, attendance to coaching, and hours trained. Submission of report to include surveys that were disseminated and returned.

Submission to include a coordinated manual.

Due: Seven days after phase three is completed

PRS 4: Phase Four - Household Management Manual Maintenance

• Performance Standard: Delivery of one-hour monthly coaching sessions over a three-month period for an estimated 48 participants annually, leading to the creation of an individualized HHM manual (at a minimum meeting attachment 002).

• Participants were grouped (where applicable) in accordance with the Task Order.

Example no other parties were allowed to participate that were not associated with the Task Order except for the COR (Observer) and Contracting Officer (Observer).

• AQL: 90% of participants produce a satisfactory HHM manual by the end of three months.

• Monitoring Method: Monthly progress reports, participant feedback/surveys (Attachment 001), and final manual review (at a minimum meeting attachment 002).

Method: Provide an electronic report by email, per task order, that identifies participants by name, attendance to coaching, and hours trained. Submission of report to include surveys that were disseminated and returned.

Submission to include a coordinated manual.

Due: Seven days after phase four is completed

ATTACHMENT 001

ATTACHMENT 001

**Participant Survey on Instructor Performance**

PHASE ONE – Introduction to/ Preliminary Study

Instructions: Please rate the following statements based on your experience with this phase of the Household Management Training Course.

(Use the scale: 1- Strongly Disagree, 2- Disagree, 3- Neutral, 4- Agree, 5- Strongly Agree. Please add comments if rating is 2 or 1)

1. The training materials quality was the right amount of information I needed?

2. Was the online training effective for such examples as Tea/Coffee Service, Wine Management, and Event Management?

3. Were the self-paced and virtual instructor-led study options sufficient for your learning needs?

4. Did you receive a completion certificate?

5. Was the overall organization and structure of Phase One was well-organized?

6. Were you able to access and complete the training within the specified time frame?

PHASE TWO – In Person Training/ Practical Application

Household Management Training Course.

(Use the scale: 1- Strongly Disagree, 2- Disagree, 3- Neutral, 4- Agree, 5- Strongly Agree. Please add comments if rating is 2 or 1)

Phase Two - In-Person Training:

1. The instructor demonstrated a deep knowledge of household management topics. _______

2. Training sessions were interactive and engaging. _______

3. Practical applications were well-supervised and constructive. _______

4. The instructor ensured a respectful and inclusive learning environment. _________

PHASE THREE – Household Management Manual Creation

Household Management Training Course.

(Use the scale: 1- Strongly Disagree, 2- Disagree, 3- Neutral, 4- Agree, 5- Strongly Agree. Please add comments if rating is 2 or 1)

Phase Three - Household Management Manual Creation:

1. The monthly coaching sessions were valuable for manual creation. ________

2. The instructor provided clear guidelines for manual development. _________

3. Feedback on the manual drafts was actionable and helped improve the final product. ______

4. The instructor was supportive throughout the six months of manual creation. _______

General Feedback:

5. Overall, the instructor was effective across all three phases. ________

6. Which phase did you find most beneficial? Why? ______________________________________

7. Any suggestions for improvement? _________________________________________________

PHASE FOUR – Household Management Manual Creation

Household Management Training Course.

(Use the scale: 1- Strongly Disagree, 2- Disagree, 3- Neutral, 4- Agree, 5- Strongly Agree. Please add comments if rating is 2 or 1)

1. You would rate the effectiveness of the monthly coaching sessions in maintaining the manual effective.

2. The coaching sessions aligned with the topics associated to the Household manual maintenance?

3. How did you receive your monthly coaching (virtual/phone/in person)? ___________ This was effective.

4. I was able to effectively update and present a HHM manual within the three-month timeframe.

5. The coaching sessions continue to uphold professionalism, ethics, and effective communication.

6. Phase Four was very beneficial.

End of ATTACHMENT 001

ATTACHMENT 002

ATTACHMENT 002

Manual Quarters Operating Systems Index

- Quarters Daily Operations o Points of Contact (POC) o Daily Graces o Basic lights and HVAC Operations o Daily Logbook procedures o Quarters Blueprints

- Quarters Cleaning Operations o Schedules o Zone Cleaning o Basic Cleaning Inventory o Specialty products

- Equipment information o Long Range Maintenance Plan o Equipment inventory o Replacement plan

- Maintenance o Pests/rodents o Procedures o Contacts o Previous maintenance requests

- Equipment Inventory o Govt owned o PPV owned o MCEAP owned o Cleaning supplies o lightbulbs

- Event Planning o Planning procedures o Layouts o Past events o Seating charts o Inside/outside events

- Security Procedure o Contacts o Short/Long term guests o Opening the house o Shutting down the house o Inventory of the garage remotes/keys – who has access o Emergency Preparation kits o Fire procedures/Emergency Response/alarm procedures o Safety equipment o Accident prevention/protocols o Intrusion/ Fire Alarm activations o Health and safety o Threats of any kind o First Aid o Issues with wildlife

END of ATTACHMENT 002

FAR 52.212-1 ADDENDUM

FAR 52.212-1 Addendum – Instructions to Offerors – Commercial Products and Commercial Services

(a) Introduction:

This solicitation requires your business to provide a proposal divided into three distinct volumes. Especially if you've never participated in a solicitation like this before, read the instructions below carefully to ensure your proposal aligns with the Government's requirements. Ensure adherence to all requirements as stipulated in FAR 52.212-2.

(b) Proposal Submission:

1. Your proposal shall be organized into three separate volumes:

- Volume I: Compliance and Offer Letter

- Volume II: Technical Proposal

- Volume III: Price Proposal

2. Ensure your proposal does not exceed 25 pages in total with a Font size of 11. Any content beyond this limit will be disregarded.

3. Remove any classified data. Offeror cautioned to mark all proprietary data within the proposal before submission.

4. Submit your proposals to Daniel.Baker@usmc.mil (by email, electronically) by [specified time, e.g., "5:00 PM EST"] on [specified date].

5. Files should be named using the format: [Company Name]_[Volume Number]_[Description]. For example, "XYZCorp_VolumeI II_Technical_Proposal." Please ensure all pages have a page number.

(c) Proposal Format & Content:

1. Volume I - Compliance and Offer Letter:

- Ensure all compliance requirements from FAR 52.212-2 are met.

- Attach a signed offer letter detailing negotiator's contact info, any warranty terms, proposal's validity period, and all other specified details in accordance to FAR 52.212-2.

- Clearly mention and justify any exceptions or deviations from the solicitation requirements. WARNING: The US Government may no longer consider the offer if there are exceptions or deviations.

2. Volume II - Technical Proposal:

- Cover every aspect of the Technical Capability evaluation criteria mentioned in FAR 52.212-2.

- Course Structure and Delivery: Offerors shall provide a detailed outline of the proposed course, ensuring coverage of all subjects and phases mentioned in the PWS. Specify formats and modes of delivery.

- Experience with Similar Projects: Offerors shall list at least three (3) prior similar training programs conducted, along with references or points of contact for verification. The training presented shall be specific to the training identified in the PWS. If other training presented, other than the subjects identified in the PWS, the offer will no longer be considered. Experience in the subject is a must and the US Government is not flexible. This opportunity is not to create courses from ground up but to take what exists already and add it as a service for the US Government.

- Resource Availability: Detail the qualifications and expertise of key personnel, especially the instructors and coaches.

- Provide a brief explanation about the technical infrastructure to be used for online training delivery.

- Describe the methods and support that will be provided to participants during EACH phase. Provide sample templates or outlines.

- Past Performance: Provide references for at least three (3) previous projects similar in scope to the current solicitation. Include project description, contract number, point of contact, and phone number.

3. Volume III - Price Proposal:

- List the prices for each service specified in the solicitation (see SF1449 CLIN/SubCLIN).

- Provide a breakdown of the price for each phase under “other than certified cost and pricing data”. This can include labor rates, materials, overhead, etc. This transparency helps the Government understand your pricing.

mailto:Baker@usmc.mil

(d) Seeking Clarifications/ Questions and Answers:

1. Submit any questions you have about this solicitation in writing (electronically by email) to Daniel.Baker@usmc.mil by [specific date, e.g., "10 days before the proposal submission deadline"].

2. The Government will provide answers to all offerors through amendment(s) within seven days after the date/time stated above.

(e) Modifying Your Proposal:

1. If you need to change something in your proposal, you can submit amendments before the proposal submission deadline.

2. Clearly mark any amendments and submit them in the same manner as your original proposal.

(f) Avoiding Common Mistakes:

1. Proposals received after the deadline won't be considered, unless you can prove the delay was out of your control.

2. You can withdraw your proposal at any time before an award is made. Just do it in writing.

3. Your proposal should remain valid for at least 60 days after submission.

(g) Final Reminder:

1. The Government values clarity and thoroughness. Even if this is your first time, ensure your proposal addresses all points mentioned. If in doubt, refer to the main solicitation for guidance.

(End of addendum)

CLAUSES INCORPORATED BY FULL TEXT

52.212-2 EVALUATION--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV 2021)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

1. Compliance: Ensured proposal aligns with solicitation holistically. (No score assigned. It is a Pass /Fail rating. A fail rating means the offer did not conform/adhere to the solicitation and will no longer be considered). Such as:

- SF 1449 block 17a properly reflects address, CAGE and phone number. Block 26 reflects the total estimated value based on the presented pricing. Block 30a-c signed by an authorized representative who is the designated negotiator for the proposal.

- Filled in unit price and subsequently the extended price adding up to the total estimated cost on the SF

- If applicable, all amendments (SF 30) are signed and enclosed with proposal

- Offer letter is signed, negotiators contact information, terms of any expressed warranty, and any exceptions to terms (Offeror forewarned that exceptions to terms may result in a fail rating). Offer letter states the length of time the proposal is valid (Offeror forewarned that a proposal with less than 60 days shall result in a fail rating). A statement concerning the offerors SAM representation and certification is up to date as of the date of closing (Offeror forewarned that submission of a filled in FAR 52.212-3 without an active SAM account shall be rated as fail). Offeror stated reflect adherence and understanding to FAR 52.219-8 (Deviation 2023-O0002) by illustrating how they will be compliant. Offeror stated if mailto:Daniel.Baker@usmc.mil there is or is not an Organization Conflict of Interests (OCI). If there is, offeror provided the OCI mitigation plan which addresses the actual or potential OCI in adequate detail.

- The Offeror’s Technical Proposal, Volume II, contains no pricing information; any pricing information in the Technical Proposal, Volume II, shall result in the rating of fail.

2. Technical Capability (up to 50 Points given; 50 points meaning the proposal exceeded the PWS):

- Course Structure and Delivery (up to 20 Points; 20 points meaning the proposal exceeded the PWS):

• Depth and coverage of subjects mentioned in the PWS.

• Adherence to PWS requirements and delivery modes.

• Ability to deliver both virtual and in-person training as specified.

• Methods used to ensure comprehensive training, ensuring participants understand and can apply the knowledge.

- Experience with Similar Projects (up to 15 points; 15 points meaning the proposal exceeded the PWS):

• Demonstrated experience in providing similar Household Management Training.

• Past performance references indicating successful execution of similar training courses.

- Resource Availability (up to 10 points; 10 points meaning the proposal exceeded the PWS):

• Availability of instructors and coaches with relevant expertise.

• Technical infrastructure for online training delivery.

• Demonstrated ability to meet the scheduling requirements outlined in the PWS.

- Manual Creation and Maintenance (up to 5 points; 5 points meaning the proposal exceeded the PWS):

- Methods and support provided to participants during the HHM manual creation and maintenance phases.

3. Past Performance (up to 30 points; 30 points meaning the offeror provided verifiable information. Also, verifiable information met the scope and complexity that exceeded the PWS):

- Customer Satisfaction and timeliness, quality, and relevance of the training provided (up to 15 Points;

15 points meaning, in addition to above (see section 3; Past Performance), there was exceptional satisfaction):

• Contract Compliance (up to 10 Points; 10 points meaning that the customer (see above) stated that offeror exceeded what they agreed to without additional compensation. History of adhering and exceeding contractual obligations, including schedules, deliverables, and other requirements.)

• Problem Resolution (up to 5 Points; 5 points meaning that the customer (see above) concerns were promptly and effectively addresses and resolved during the performance of previous contracts)

(Offeror is forewarned: Past Performance information is not limited to what is provided. The US Government may use any means to gather past performance information which includes CPARS, SPRS and other additional sources or methods.)

4. Price (up to 20 Points; 20 points meaning the Offeror provided all necessary and, if applicable, all other than certified cost and pricing data to support their offer):

• Price Competitiveness (up to 10 Points; 10 points meaning the offeror has the lowest overall evaluated offer that aligns to the delivering the services specified in the PWS)

• Price Realism (up to 10 Points; 10 points meaning the offeror demonstrated understanding of the scope and complexity of the PWS requirements and adequately supported the pricing in relation to the value and quality of services offered).

(Offerors are forewarned: A proposal meeting solicitation requirements with the lowest evaluated price may not be selected for award if a higher rated evaluated price proposal is determined to be most advantageous to the Government. The Government intends to evaluate proposals and award a contract without discussions with Offerors. However, the Government reserves the right to conduct discussions in the Contracting Officer later determines them to be necessary. If the Contracting Officer determines that the number of proposals that would otherwise exceed the number at which efficient competition can be conducted, the Contracting Officer may limit the number of proposals to be evaluated to those rated the highest).

Award Basis: The contract will be awarded to the responsible offeror that presents an offer with the highest total points when considering the evaluation criteria outlined above. The Government will consider technical capability, past performance, and price to determine the best value for the Government.

Offerors are encouraged to ensure their proposal comprehensively addresses each area of the evaluation criteria. They must also ensure that their price proposal is consistent with the technical proposal, particularly concerning the scope and depth of training services offered.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

CLAUSES INCORPORATED BY REFERENCE

52.204-7 System for Award Management OCT 2018 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 52.212-1 Instructions to Offerors--Commercial Products and

Commercial Services

SEP 2023

52.212-4 Contract Terms and Conditions--Commercial Products and Commercial Services

DEC 2022

52.223-5 Pollution Prevention and Right-to-Know Information MAY 2011 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 DEC 2022 252.203-7005 Representation Relating to Compensation of Former DoD

Officials

SEP 2022

252.204-7012 Safeguarding Covered Defense Information and Cyber Incident Reporting

JAN 2023

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 2023

252.204-7019 Notice of NIST SP 800-171 DoD Assessment Requirements MAR 2022 252.204-7020 NIST SP 800-171 DoD Assessment Requirements JAN 2023 252.204-7024 Notice on the Use of the Supplier Performance Risk System MAR 2023 252.205-7000 Provision Of Information To Cooperative Agreement Holders JUN 2023 252.222-7006 Restrictions on the Use of Mandatory Arbitration Agreements JAN 2023 252.225-7055 Representation Regarding Business Operations with the

Maduro Regime

MAY 2022

252.225-7056 Prohibition Regarding Business Operations with the Maduro Regime

JAN 2023

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

JAN 2023

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

JAN 2023

252.243-7002 Requests for Equitable Adjustment DEC 2022 252.244-7000 Subcontracts for Commercial Products or Commercial

Services

JAN 2023

252.247-7023 Transportation of Supplies by Sea JAN 2023

CLAUSES INCORPORATED BY FULL TEXT

52.203-3 GRATUITIES (APR 1984)

(a) The right of the Contractor to proceed may be terminated by written notice if, after notice and hearing, the agency head or a designee determines that the Contractor, its agent, or another representative--

(1) Offered or gave a gratuity (e.g., an entertainment or gift) to an officer, official, or employee of the Government;

and

(2) Intended, by the gratuity, to obtain a contract or favorable treatment under a contract.

(b) The facts supporting this determination may be reviewed by any court having lawful jurisdiction.

(c) If this contract is terminated under paragraph (a) of this clause, the Government is entitled--

(1) To pursue the same remedies as in a breach of the contract; and

(2) In addition to any other damages provided by law, to exemplary damages of not less than 3 nor more than 10 times the cost incurred by the Contractor in giving gratuities to the person concerned, as determined by the agency head or a designee. (This subparagraph (c)(2) is applicable only if this contract uses money appropriated to the Department of Defense.)

(d) The rights and remedies of the Government provided in this clause shall not be exclusive and are in addition to any other rights and remedies provided by law or under this contract.

(End of clause)

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)

The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services-- Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications- Commercial Products and Commercial Services. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3.

(a) Definitions. As used in this provision-

Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Prohibition.

(1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L.

115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to--

(i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L.

115-232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to--

(i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services."

(d) Representations. The Offeror represents that--

(1) It [ ___ ] will, [ ___ ] will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section; and

(2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that--

It [ ___ ] does, [ ___ ] does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section.

(e) Disclosures.

(1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment--

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(ii) For covered services--

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment--

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(ii) For covered services--

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

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

Administrative proceeding means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

Federal contracts and grants with total value greater than $10,000,000 means--

(1) The total value of all current, active contracts and grants, including all priced options; and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

Principal means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror ( ) has ( ) does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked “has” in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative proceeding, a finding of fault and liability that results in--

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the System for Award Management, which can be accessed via https://www.sam.gov (see 52.204-7).

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

COMMERCIAL SERVICES (SEP 2023)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual…

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