RFQ_Amend_01_N0018918QZ291.docx

N0018918QZ291

N0018918QZ291

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been added by full text:

PWS

Performance Work Statement

Navy New Flag Officer Executive Coaching

PART 1 – GENERAL INFORMATION

GENERAL: This is a non-personal services contract to provide executive coaching to U.S. Navy Flag Officers. The Government will 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.

1.0 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform executive coaching services as defined in this Performance Work Statement (PWS). No Government furnished property and services will be provided. The contractor shall perform to the standards in this contract.

2.0 Background: There are approximately 40 new Navy Active Duty and Reserve Flag Officers selected each year. In keeping with current industry and DoD best practices, Flag Officer Development is focusing on senior executive coaching as a primary developmental tool for its strategic, visionary leadership.

3.0 Scope: The contractor shall provide support services to Flag Officer Development for the new Flag Officer executive coaching program. Executive coaching is a facilitative one-to-one professional relationship between a highly qualified, experienced, and certified Executive Coach and Flag Officer to support the professional development needs of these newly-appointed Senior Executives who are accountable for highly complex decisions with wide scope impact on Navy and Department of Defense organizations. Specifically, to assist Flag Officers in improving themselves in areas such as, but not limited to: effective communication, conflict management, strategy development, business/financial acumen, organizational change, human capital management, ethics and leadership development.

The objective is to assist approximately 40 new Flag Officers with improving their skills and capabilities, and ultimately to become better leaders within the DON; Flag Officer Development offers executive coaching engagements to new Flag Officers. The purpose is to provide these newly selected senior leaders with the opportunity to obtain guidance and support while gaining immediate feedback from outside of the traditional classroom setting. This is a successfully proven concept in the Government as well as the private sector.

4.0 Tasks : The contractor shall provide the following tasks for the entire period of performance:

4.1 General Tasks

4.1.1 Confidentiality. Contractor personnel shall maintain confidentiality of all communication between the executive coach and the Flag Officer. The nature of these communications shall not be shared with anyone, including the Flag Officer's supervisor, without the express agreement of both the executive coach and Flag Officer.

EXCEPTION: Contractor personnel are authorized to disclose to the ACOR and COR any information and/or communication that, in their judgment, is required to prevent or investigate fraud, waste, abuse, criminal activity or imminent physical harm.

4.1.2 Program Status. The contractor and the ACOR shall meet on a monthly basis to discuss progress. Meetings shall be in person or by conference call, as determined by the ACOR.

4.1.3 Executive Development Plans (EDPs). The contractor shall assist Flag Officers to develop goals, desired outcomes and a plan to achieve these goals and outcomes.

4.2 Phase I – Coach and Engagement Selection:

4.2.1 Coaching engagement request: The ACOR will notify the contractor via e-mail when a Flag Officer has selected an engagement. The notification will include the Flag Officer’s scheduling availability.

4.2.1.1 Executive Coaching Engagement (ECE). The contractor shall provide each Flag Officer a completed ECE coaching experience consisting of approximately 12 sessions, spread over a given year.

4.2.1.2 Hogan Self-Assessment. Navy Flag Officer Development office will coordinate the administration of Hogan Self Assessments for Flag Officers.

4.2.1.3 The Flag Officer has the option to share their Hogan instrument assessment feedback during his/her engagement with their Executive Coach in an effort to enhance their coaching experience.

4.2.2 Once notified, the contractor shall provide the Flag Officer and the ACOR identification of proposed coaches a selection of executive coaches NLT 5 business days of ACOR’s notification of coaching engagement request IAW provisions in TE 2.

4.2.2.11 The contractor should provide a minimum of two prescreened, qualified executive coaches to the ACOR and Flag Officer based on the Flag Officer’s scheduling availability.

4.2.2.2 The contractor should provide a list of executive coaches closest in geographic proximity to the locality of the Flag Officer.

4.2.3 The contractor shall contact/meet with the Flag Officer to establish a coaching session agreement timeline NLT 5 business days after the ACOR has notified the contractor of a Flag Officer request for coaching engagement and coach selection. Contractor shall notify the ACOR of the coaching session agreement timeline NLT five business days after determining the schedule with the Flag Officer IAW provisions in TE 2.

4.2.4 The contractor shall meet with the Flag Officer in person at a mutually convenient time. If the Flag Officer cannot complete their engagement within the customary period allotted, all efforts will be made by the contractor to continue sessions with the Flag Officer. If the Flag Officer fails to meet the pre-arranged appointment without at least 48 hours of notice, the coaching session will be forfeited. Additionally, if the Flag Officer cancels a single session more than twice, then that specific session will be forfeited.

4.3 Engagement:

4.3.1 It is recommended that 25% of the coaching engagements for each individual be done Face-to-Face, with the remaining engagements completed remotely/ telephonically.

4.3.2 The contractor in conjunction with the Flag Officer shall create and implement an EDP (as defined in PWS paragraph 5.0.4) for the Flag Officer NLT 30 calendar days of starting each coaching engagement IAW provisions in TE 2.

4.3.3 The contractor shall email the Flag Officer a request that they complete a survey NLT five business days at the mid-point and NLT two business days following completion of each coaching engagement IAW provisions in TE 2. The contractor shall copy the ACOR on each email request and forward results to the ACOR.

4.3.4 The contractor shall manage and document the progress of the Flag Officer. They should design and create an Executive Development Plan as part of the executive coaching process.

4.3.5 The contractor’s executive coach should provide each Flag Officer with a final evaluation at the end of the coaching engagement that focuses on the coaching experience and goal achievement. The contractor should provide the ACOR a written coaching summary (up to two pages in length) upon completion of ECE IAW provisions in TE 2.

4.4 Executive Coaching Engagement (ECE):

Activities undertaken include optional (360/MBTI/Hogan) feedback assessment review, development plan review, address talent management feedback, coaching meetings and other activities as defined and agreed to by the Flag Officer and executive coach.

4.4.1 The contractor shall provide each Flag Officer with an ECE consisting of an average total of twelve sessions/hours. Note: Travel to client sites is not included in the maximum coaching hours.

4.4.2 The contractor in coordination with the ACOR shall meet on a monthly basis to assess the progress of the coaching engagement, implement course corrections where necessary, review evaluation feedback, identify enablers, obstacles and next steps for continued coaching engagement success.

4.3.3 The contractor shall track progress and submit a summary report to the ACOR at the end of each month no later than the 10th calendar day of the following month IAW provisions in TE 2.

4.4.4 The contractor shall identify patterns to assist the Flag Officer to select development opportunities based on the needs of the Flag Officer.

4.5 Program Management: The contractor shall perform program management IAW the following requirements:

4.5.1 The contractor should attend monthly progress meetings with the ACOR IAW PWS 1.5.12. Additionally, each executive coach shall attend two feedback sessions per year, each lasting approximately 1 hour and done telephonically. These sessions will be offered quarterly, led by Flag Officer Development (COR/ACOR), and are designed to provide updates and discuss updated touch points / CNO priorities for developing FO’s. This venue will also provide an opportunity for coaches to address trends and any additional concerns.

4.5.2 The contractor shall provide ongoing project management support to ensure that tasks are delivered to the ACOR IAW performance standards.

4.5.3 The contractor shall monitor all contractor personnel (executive coach(s)) administration activities to include evaluations as required for Quality Control IAW the contractor’s QCP.

4.6 Monthly Status Report:

4.6.1 The contractor shall generate and submit the MSR to the ACOR NLT the 10th calendar day of each month IAW provisions in TE 2.

4.6.2 The MSR shall include key events and accomplishments, planned activities for the following month, an activity summary, issues encountered with actual, planned or recommended corrective action, results from quality control inspections conducted by the contractor, lessons learned and monthly and cumulative workload.

4.6.3 Monthly and cumulative workload report shall be provided in Excel Spreadsheet IAW TEs 3 and 4.

4.6.4 The contractor shall include all engagement deliverables in the MSR.

5.0 Quality Control and Assurance

5.1 Quality Control: The contractor shall develop, maintain, and execute an approved Quality Control (QC) program and processes to monitor contractor performance at all locations and to ensure compliance with regulatory guidance and the requirements of this order. The contractor’s quality control plan shall delineate procedures to identify, prevent and ensure non-recurrence of defective services. This established quality control program should ensure services are performed in accordance with (IAW) TO (Task Order) requirements. The contractor’s quality control program is the means by which it ensures that all work performed complies with the requirements of the TO. The contractor shall develop and implement a Quality Control Plan (QCP) specific to this TO that addresses processes and procedures implemented to ensure performance meets all requirements of the TO. At a minimum, the contractor shall develop quality control procedures that address the areas identified in the performance requirements summary (PRS) described in this PWS. This includes appropriate lower level quality control metrics proposed by the contractor to track progress towards accomplishment of all performance objectives and standards. All travel associated in the performance of contractor’s quality control plan shall be included as part of the firm fixed price (FFP).

Within 60 calendar days of TO full performance, the contractor shall submit its comprehensive QCP for Contracting Officer (KO), Contracting Officer Representative (COR), and Assistant Contracting Officer Representative (ACOR) IAW provisions in Technical Exhibit (TE) 2.

5.2 Quality Assurance: The Government will evaluate the contractor’s performance under this TO IAW the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government will do to ensure that the contractor has performed IAW the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the maximum acceptable defect rate(s). TE 1 (performance requirements summary) contains the evaluation criteria utilized to build the QASP.

5.3 Post Award Conference/Periodic Progress Meetings: The contractor shall attend any post award conference convened by the contracting activity or contract administration office IAW FAR Subpart 42.5. During the meeting, the contractor shall provide an orientation to its proposed support of the program, implementation milestone schedule, and discuss administrative matters. The KO, COR, ACOR and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. Meetings shall be conducted via conference call or teleconference, or in person (only when requested by the Government). The purpose of this meeting is to achieve a clear and mutual understanding of all TO requirements, and to identify and resolve any potential problems. This meeting is not a substitute for the contractor fully understanding the work requirements at the time offers are submitted, nor is it to be used to alter the final agreement arrived at in any negotiations leading to award. The contractor shall e-mail the ACOR the “meeting minutes” no later than (NLT) five business days upon completion the meeting IAW provisions in TE 2.

5.4 Periodic Progress Meetings: In the event the Government deems this meeting necessary, the KO will notify the contractor NLT five business days prior to the meeting. The KO, COR, ACOR, and other Government personnel (as appropriate) shall meet with the contractor to review the contractor's performance. Meetings will be conducted via teleconference (most efficient) or in person (only when requested by the Government). The COR shall coordinate these meetings and the KO will serve as the meeting chair. At these meetings, the Government will apprise the contractor of how the Government views the contractor's performance and the contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. Any expense associated with these meetings shall be included as part of the FFP.

6.0 Period and Place of Performance

6.1 Period of Performance

6.2 Place of Performance: Since most Flag Officers operate within or near the Washington, D.C. area, a large portion of the work to be performed under this contract shall be performed generally at Government facilities located within the National Capital Region (NCR) of the United States, or at an appropriate non-government business location suggested by the Flag Officer or via phone at the request of the Flag Officer. Additionally, there are a number of new FO’s who are located in other regions, including CONUS (ie: Virginia, California, Nebraska, Florida, Illinois, and Texas, to name a few) locations. Additionally, some are located OCONUS (ie: Germany, Italy, Bahrain, S. Korea, Singapore, and Hawaii, to name a few). The contractor shall have the ability to support these locations.

6.3 Hours of Operation: The contractor’s business hours shall be flexible and conform to the availability of the Flag Officer’s schedule from Monday thru Friday except Federal holidays. The contractor shall maintain at all times an adequate workforce for the uninterrupted performance of all tasks defined within this PWS.

7.0 Identification

7.1 Identification of contractor employees and products: All contractor personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials.

7.2 Contractor Generated Products: The contractor shall ensure that all documents or reports produced by contractor employees are suitably marked as contractor products or that contractor participation is appropriately disclosed. All documents shall clearly contain the contractor’s company name, date the document was created, full name of the contractor personnel(s) creating the document, and a contractor point of contact (POC) with contact information (phone number and e-mail) in the event there are questions regarding the document. The contractor shall insert the following statement at the header of all contractor-generated documents, “The information contained in this document was generated by “contractor name” for use by the U.S. Government.”

7.3 Identification Badges: The contractor shall furnish an identification (ID) badge with employee’s (to include subcontractors) name, picture and company information to contractor employees providing direct service to the Government under this TO. All contractor/subcontractor personnel shall wear this ID badge in a visible area during performance of this TO on the upper front quadrant of the outer garment when participating in meetings with DON Executives at Government facilities.

7.4 Identification of contractor employees: All contractor personnel attending meetings where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They shall also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed IAW PWS paragraph 1.5.8.2. The contractor shall coordinate with the ACOR or FO representative to gain access to Government facilities (i.e. visitor’s passes).

8.0. Security Requirements:

8.1 Access to Personally Identifiable Information and Protected Health Information: Provisions of the privacy act apply to all records and reports maintained by the contractor IAW Heath Insurance Portability and Accountably Act (HIPAA) of 1996 and Personally Identifiable Information (PII), Protected Health Information (PHI). The contractor is responsible for safeguarding information of a confidential or sensitive nature, also known as PII and PHI. In addition, the contractor, unless otherwise authorized by the Government, shall limit access to PII and PHI to those employees and subcontractors who require the information in order to perform their official duties under this TO. The contractor shall comply with the privacy act and all applicable agency regulations on individual privacy, to include:

Reporting and response requirements set forth in memorandum, Office of the Secretary of Defense (OSD), Subject: Safeguarding against and Responding to the Breach of PII, June 5, 2009.

DoD directive 5400.11, DoD privacy program.

DoD directive 5400.11-R, DoD privacy program.

Health Insurance Portability and Accountability Act of 1996.

Furthermore, the contractor shall encrypt all contractor-owned laptops or other portable media storage devices that process or store PII and PHI, IAW National Institute of Standards and Technology (NIST) Federal Information Processing Standards (FIPS) publication (PUB) 201 w/ Change 1, dated March 2006. The contractor shall require FIPS 201, Change 1 encryption of any sensitive PII and PHI when transmitted electronically across the internet or other public networks. Failure to safeguard information which may involve the contractor or the contractor’s personnel or to which they may have access may subject the contractor and/or the contractor’s employees to criminal liability. Contractor shall follow provisions set in DoD directive 5400.11-R if it suspects or encounters an actual data breach.

NOTE: In addition to notifying the designated Government proponents per the designated timeframes (i.e.: section C10.6.1.1., C10.6.1.2., C10.6.1.2.4., etc.) identified in DoD directive 5400.11-R, the contractor shall also notify the ACOR, COR, KO, and (if required) the Government installation operational security (OPSEC) officer IAW DoD directive 5400.11-R, IAW provisions in TE 2.

8.2 Personnel Security: Contractor/subcontractor personnel supporting this TO shall have a favorable Federal Bureau of Investigations (FBI) finger print card check, and initiate a National Agency Check With Inquiries (NACI) or equivalent investigation (as determined by the Government) before access to Government system can be granted, and shall maintain the level of security required for the life of the TO.

8.3 Government equipment and facilities security: The contractor shall be responsible for safeguarding all Government equipment, information and property provided for contractor use.

8.4 Installation/ Facility Access and General Protection: The contractor and all associated Subcontractor(s) employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures. The contractor shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. The contractor shall comply with all personal identity verification requirements as directed by DoD, DON and/or local policy. In addition to the changes otherwise authorized by the changes clause of this task order, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

8.5 Government Facility Access Media Accountability: The prime contractor shall be responsible for accounting for and retrieving all Government facility access media (i.e.: vehicle passes, CACs, etc.). The prime contractor is responsible for retrieval of all Government facility access media in the event a contractor / subcontractor employee is terminated, leaves before the TO period of performance ends and/or at completion of TO. Contractor shall coordinate with the ACOR and COR for return of the Government facility access media. Contractor shall accomplish media turn-in within five business days of employee termination and/or TO expiration. If the media is not collected and/or the access media is lost, stolen or damaged (needing replacement) the contractor shall notify the ACOR, COR and KO within 24 hours after detecting the oversight as to circumstance for non-collection of the sensitive media per the provisions in TE 2. In addition, upon completion of this TO, or termination of employment of any contractor or subcontractor employee, the contractor shall collect and properly dispose of all contractor/subcontractor-furnished identification cards. If any cards are not collected, the contractor shall notify the ACOR, COR and KO within 24 hours of detecting the oversight as to circumstances for non-collection of card(s) IAW provisions in TE 2.

NOTE: Reference Federal Acquisition Regulation (FAR) Clause 52.204-9 – Personal Identity Verification of Contractor Personnel – for specific guidance regarding this requirement.

8.6 Systems Access: When requested by the Government, the contractor shall provide access to and information regarding the systems that the contractor operates or maintains on behalf of the Government under this task order.

8.7 Communication Security: All communications with DoD organizations are subject to communication security (COMSEC) review. Contractor shall be aware telephone communications, and IT networks are continually subject to intercept by unfriendly intelligence organizations. DoD has authorized the military department to conduct COMSEC monitoring and recording of telephone calls originating from, or terminating at, DoD organizations. Consequently, the contractor is advised that any time they place a call or receive a call they are subject to COMSEC procedures. The contractor shall assume the responsibility for ensuring wide and frequent dissemination of the above information to all employees dealing with DoD information. The contractor shall be aware of, and abide by all Government regulations concerning the authorized use of the Government’s computer network (i.e.: viewing / distributing pornographic material, restricted / subversive sites on the web, spillage of confidential and/or classified information, etc.), including the restriction against using the network to recruit Government personnel or advertise job openings. Reference DoDI 8560.01 - Defense Technical Information Center.

9.0 Qualifications

1.5.10 Special Qualifications: The following personnel are considered by the government: Executive Coaches. It is recommended the contractor provide a minimum of ten personnel identified by the contractor as “Executive Coaches.”

Executive Coach Qualifications: The contractor shall ensure that executive coaches meet the following minimum qualifications.

9.1 Coaching certification from International Coach Federation or another equivalent certification, coaching specialty in Leadership, Executives, or Business/Organizations and a relevant degree.

9.2 A minimum of 10 years of coaching experience.

9.3 Work experience within the DoD or a minimum of three years previous experience coaching Department of Defense Flag Officers/General Officers/senior executive leaders, and has previous experience coaching comparable senior level executives in private industry. Additionally, Coaches should be familiar with U.S. National Military strategy and DON strategy, as well as Chief of Naval Operations’ Design / priorities, which should serve as baseline support documents in discussions with the FO. (Navy Flag Officer Development team can assist with providing this information.)

9.4 Adhere to the ethical guidelines of the coaching profession as stated by the International Coach Federation. Reference website for Code of ethics:

http://coachfederation.org/about/landing.cfm?ItemNumber=854&navItemNumber=634.

9.4 Possess certification to deliver executive assessment feedback generated by the “PROFILOR 360” and any other comparable 360 assessment tool, Hogan / MBTI self- assessment tools.

9.6 Possess experience demonstrating traits in trustworthiness, active listening, and direct communication.

9.7 Possess experience demonstrating the ability to provide engaging and attentive communication; the ability to create and communicate questions in personal awareness; and the ability to provide nonjudgmental services.

9.8 At least 50 percent of the executive coaches shall have, and maintain, security clearances that meet DOD requirements for access up to SECRET level.

10.0 Personnel Management

10.1 The contractor shall have a recruitment, training, and retention program that attracts and retains qualified individuals. A stable workforce is critical to successful performance of this mission. Contractor shall ensure contractor personnel supporting this PWS are replaced immediately after a position becomes vacant. If the contractor is unable to replace a vacancy immediately, it shall provide a written explication to the ACOR, COR, and KO NLT 10 business days after the vacancy IAW provisions in TE 2. The written explanation shall contain the contractor’s proposed plan to cover the workload gap, and a corrective plan and timeline to fill the vacancy.

10.2 The Contractor shall provide a list of all contractor employees directly supporting this PWS, together with anniversary dates of employment, to the COR and KO NLT 120 calendar days prior to completion and a revised list NLT 30 days prior to completion IAW provisions in TE 2.

10.3 The contractor shall ensure that all employees present a professional appearance that is appropriate for their position. Any noted concerns shall be reported to the COR for corrective measure instruction.

10.4 Contractor employees shall conduct themselves in a proper, efficient, courteous and businesslike manner.

10.5 The contractor shall remove from the site any individual whose continued employment is deemed by the ACOR, COR or KO to be contrary to the public interest or inconsistent with the best interests of National Security.

10.6 Working Relationship and Disputes with Customers or Other Government Contractors: In the event that the contractor and a Flag Officer are not able to establish a working relationship, the contractor shall work with the ACOR to propose a solution to meet the Flag Officer’s requirements. The contractor shall notify the KO in writing with unresolved disputes in receiving support from or providing support to customers or other contractors within two business hours from time of dispute IAW provisions in TE 2. The contractor shall provide written notice of dispute resolution(s) to the KO, COR, and ACOR within two business days after resolution, IAW provisions in TE 2.

10.7 Liability: The contractor hereby agrees to release the Government (to include its agents) from liability for any loss, damage, or injury sustained by the contractor, or his employees during the performance of this TO. The contractor also agrees to indemnify the Government for any loss, damage, or injury to Government personnel or agents or other third parties, provided such loss to the Government is caused by the negligence of the contractor or his personnel while performing this TO.

10.8 Contractor Coaching Pool. The contractor shall provide prescreened / vetted and qualified executive coaches to support the DON executive coaching program. The contractor shall provide a list of qualified coaches to the ACOR NLT two business days BEFORE start of work and NLT two business days BEFORE any change in the list of available qualified coaches IAW provisions in TE 2.

11.0 Travel

11.1 Travel Instructions: The annual not-to-exceed (NTE) travel amount is $13,200.00. The contractor shall include all other direct expenses associated with successful performance of the work required in this PWS as part of its FFP. In addition, the contractor shall arrange ACOR approved individual contractor employee travel utilizing the travel authorization request form at TE 5. Requests for travel shall include all estimated travel expenses to include per diem rate, lodging, airfare, rental car, privately owned vehicle (POV) mileage reimbursement requests and any other miscellaneous expenses IAW FAR 31.205-46. Contractors shall submit its travel requests to the ACOR NLT 21 calendar days before the requested travel for review/approval IAW provisions in TE 2. If the Government is requesting the contractor travel in support of this requirement, the ACOR will notify the contractor of the scheduled travel requirement at least 21 calendar days prior to the event. Travel requirements that need to occur within the 21 calendar day notification window will be reviewed on a case-by-case basis between the ACOR and the contractor to determine if it warrants approval. The contractor shall coordinate all travel arrangements; travel should be minimized by assigning coaches to FO’s co-located in the same area/ region. Significant changes in travel requirements from those listed in the below table may be negotiated by the KO, as required.

11.2 Travel Invoicing Instructions: The Government will reimburse contractor for actual travel expenses incurred in the performance of tasks associated with this PWS. The Government will reimburse the contractor for all ACOR approved travel expenses IAW FAR 31.205-46. General and administrative (G&A) expense, overhead, profit or handling fees will not be allowed on travel expense invoicing. Along with its invoices, the contractor shall submit copies of receipts and/or any other documents necessary to ascertain the validity of its travel expense charged against this TO. Contractor shall utilize the travel claim form in TE 6 with each submitted invoice for reimbursement. Travel claims shall be submitted to the ACOR, and the COR for reimbursement NLT five business days after completion of travel for review/approval, IAW provisions in TE 2. In addition, the contractor shall generate a trip report for every travel event performed under this TO and reimbursed by the Government. The trip reports shall be emailed to Flag Officer Development within five business days after return from the event.

11.3 Non-Reimbursable Travel: Any travel expense associated with contract management/supervision, contractor directed personnel changes, personnel hiring or placement, PCS moves to support the TO, contractor personnel/labor disputes contractor initiated training, the implementation of the contractor’s QCP or any other contractor initiated activities will not be reimbursed by the Government under the Travel contract line item number (CLIN). These types of contractor travel expenses shall be included as part of the FFP. Reimbursement requests for travel not approved by the ACOR and COR will not be reimbursed by the Government.

12.0 Data Rights: The Government has unlimited rights to all documents/material IAW TE 2 and material developed for the Government in PWS paragraph 5 produced under this TO. All documents and materials, to include the source codes of any software, produced under this TO 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 KO. All materials supplied to the Government will 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. All information (data files and hard copy) become the property of the Government and the contractor shall return them upon completion of the TO.

13.0 Phase-in /Phase-out period: The contractor shall develop comprehensive procedures for phasing in contractor performance to the level prescribed and within the time allowed under the terms of this TO. It is a possibility that the workload on some of these tasks may be phased out, reduced or increased to support any surge, static increase or decrease in workload or transfer of tasks to permanent Government positions. Upon 30-day notice by the KO, the contractor shall prepare a phase-in or phase – out plan to accommodate this workload adjustment.

13.1 Phase-in: The contractor shall have a phase-in period prior to performance start date. The phase-in period shall be approximately 15 calendar days, or the period from award date to the TO start date. During the phase-in period, the contractor shall prepare to assume full responsibility for all areas of operation IAW terms and conditions of this order. The contractor shall take all actions necessary for a smooth transition of the contracted operations upon the start date of the TO’s base period. During the phase-in period, the contractor shall at a minimum:

Recruit, hire and train qualified personnel at TO start date to support TO requirements.

Obtain all required certifications and clearances, including personnel NACI background checks (if applicable).

Develop and submit any required deliverable(s).

Initiate staffing requirements, i.e. NACI, CACs, and other activities IAW this PWS.

Conduct knowledge transfer and obtain any training plans from incumbent staff / management.

13.2 Phase-out: The contractor shall support phase-out activities necessary to transition when the TO reaches the end of its performance period. The contractor shall recognize that the services under the TO are vital to the Government and shall continue without interruption or adversely affect day-to-day conduct of Government business. The contractor shall also establish and implement plans for an orderly phase-out of contracted operations to a new contractor or Government provided services such that the level and quality of service (including security if applicable) are not degraded. Furthermore, the contractor shall exercise its best efforts and cooperate to effect an orderly and efficient transition to a successor. The contractor shall provide a phase-out plan to the KO for approval NLT 90 calendar days after TO award, and a second revised phase-out plan NLT 60 calendar days prior to performance completion, IAW provisions in TE 2. The plan shall describe how the contractor shall approach the following issues: employee notification, retention of personnel with special qualifications, retention of adequate workforce, turn-over of work-in progress, develop an exit transition timeline, transfer of data and information, and any other actions required to ensure continuity of operations. During the phase-out period, the contractor shall be fully responsible for performance of all TO services. The Government reserves the right to conduct site visits in conjunction with the solicitation of offers for the follow-on TO. With regard to the successor contractor’s access to incumbent employees, the contractor shall permit a recruitment notice be placed in each facility. The contractor shall cooperate to the extent required to permit an orderly change over to the successor contractor. The contractor shall:

Adopt a disciplined exit transition methodology to ensure the Government receives sufficient technical and non-technical data, data and/or software rights, licenses, and other relevant information.

Ensure that the Government retains and receives appropriate data rights and equipment.

Knowledge transfer from incumbent staff to new follow-on contractor staff.

Exit transition staffing plan to ensure that the successor has access to personnel and subject matter experts during relevant periods of the transition.

Status and accountability of contractor issued Government access.

14.0 Contracting Officer Representative (COR)

14.1The COR will be identified by separate letter. The COR monitors all technical aspects of the task order and assists in task order administration. The COR is authorized to perform the following functions: assure that the contractor performs the technical requirements of the task order; perform inspections necessary in connection with task order performance; maintain written and oral communications with the contractor concerning technical aspects of the task order; issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor contractor's performance and notify both the KO and contractor of any deficiencies; coordinate availability of Government furnished property; and provide site entry of contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

14.2 Assistant Contracting Officer Representative (ACOR): The ACOR will be identified by separate letter. The ACOR serves as the on-site representative who is in a position to directly observe and assess contractor performance measured against task order performance standards as defined in the PRS. The ACOR will participate in quarterly “Interim Progress Reviews” (IPR) with the contractor. A letter of designation issued to the ACOR, a copy of which is sent to the COR and contractor, states the responsibilities and limitations of the ACOR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The ACOR is not authorized to change any of the terms and conditions of the resulting order.

15.0 Government Furnished Property (GFP)

ACOR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The ACOR is not authorized to change any of the terms and conditions of the resulting order There will be no GFP under this PWS. Any/all work done on Government premises will have incidental equipment provided such as computers, chairs, phones, etc. None of it will be leaving the place of performance.

Enterprise-wide Contractor Manpower Reporting Application (eCMRA): “The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Department of the Navy (DON) via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address http://www.ecmra.mil/. Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported NLT October 31 of each calendar year IAW provisions in TE 2. Contractors may direct questions to the help desk, linked at http://www.ecmra.mil/.”

PART 2 – DEFINITIONS & ACRONYMS

DEFINITIONS:

Assistant Contracting Officer Representative (ACOR). Shall be an employee of the U.S.

Government appointed by the contracting officer to provide on-site assistance to the COR. Prior to appointment, ACOR shall have completed requisite training, be familiar with the PWS requirements, and be appropriately qualified to act in the capacity of ACOR. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual does not have authority to change the terms and conditions of the TO.

Appropriate Non-Government Business Location. A non- residential location that presents a professional atmosphere that will not denigrate or cast aspersion on the reputation of the U.S.

Government, the DON EMPO, the DON Executive Coaching program, or the contractor; or present an inappropriate appearance on U.S. Government senior staff tasked with conducting the business of the Government.

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

Contracting Officer's Representative (COR). An employee of the U.S. Government appointed by the contracting officer to administer the TO. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the contractor as long as that direction is within the scope of the TO, does not constitute a change, and has no funding implications. This individual does not have authority to change the terms and conditions of the TO.

Defective service. A service output that does not meet the standard of performance associated with the performance work statement.

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

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

Assessment tools. The ‘PROFILOR’ 360, as well as Hogan and MBTI self-assessments are among the more common tools used historically by DON for providing feedback and developmental focus.

Quality Assurance. The Government procedures to verify that services being performed by the contractor are performed according to acceptable standards.

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

Quality control. All necessary measures taken by the contractor to assure that the quality of an end product or service shall meet TO requirements.

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

Work Hours per Day. The number of hours per business day the contractor provides services IAW the TO.

Work Week. Monday through Friday, unless specified otherwise.

ACRONYMS:

ACOR Assistant Contracting Officer's Representative ANACI Access National Agency Check and Inquiries CFR Code of Federal Regulations CLIN Contract Line Item Number CNO Chief of Naval Operations COMSEC Communication Security CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DC District of Columbia DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD/DoD Department of Defense DODI Department of Defense Instruction DoL Department of Labor DON Department of the Navy DON PM Department of the Navy Program Manager ECE Executive Coaching Engagement eCMRA Enterprise-wide Contractor Manpower Reporting Application EDP Executive Development Plan EST Eastern Standard Time FAR Federal Acquisition Regulation FBI Federal Bureau of Investigations FFP Firm Fixed Price FIPS Federal Information Processing Standards FO Flag Officer FPCON Force Protection Condition FTE Full Time Equivalent FTR Federal Travel Regulation G&A General and Administrative GS General Service HIPAA Heath Insurance Portability and Accountably Act IAW In Accordance With KO Contracting Officer MSR Monthly Status Report NACI National Agency Check With Inquiries NCR National Capital Region (Washington, DC area) NIST National Institute of Standards and Technology NLT No Later Than OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) OPSEC Operational Security OSD Office of the Secretary of Defense PHI Protected Health Information PIPO Phase In/Phase Out PII Personally Identifiable Information PM Program Manager POC Point of Contact POV Privately Owned Vehicle PRS Performance Requirements Summary PUB Publication PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program SCA Service Contract Act SCE Supplemental Coaching Engagements SES Senior Executive Service TE Technical Exhibit TO Task Order US United States

TECHNICAL EXHIBIT 1 – PERFORMANCE REQUIREMENTS SUMMARY (PRS)

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard Acceptable Quality Level (AQL)

Remedy

PRS # 1

The contractor shall provide Executive Coaching Engagements (ECE) to help Flag Officers improve their skills and capabilities, in an effort for the Flag Officers to become better leaders

PRS # 2

The contractor shall provide accurate and complete TO deliverables in a timely manner

Quality: No more than one deliverable rejected per month because of inaccurate or incomplete information.

Contractor shall develop a corrective action plan and submit it to the ACOR, COR and KO.

Contractor shall correct performance deficiencies at no additional expense to the Government.

TECHNICAL EXHIBIT 2 – DELIVERABLESSCHEDULE

ALL DELIVERABLES DUE SHALL BE SUBMITTED VIA EMAIL TO US NAVY FLAG OFFICER DEVELOPMENT

PWS 1.5.1

Quality Control Plan (QCP) Within 60 calendar days of full performance, submit for review. Submit changes to the QCP within five business days of proposed change for review.

N/A Email copy

Post copy KO, COR and ACOR

PWS 1.5.9.1

Suspected or encountered actual data breach As required IAW DoD directive 5400.11-R

Email copy

ACOR, COR,

KO, and the Government installation OPSEC officer (if required)

PWS 1.5.9.5

Government Facility Access Media Accountability Notify within 24 hours of issue occurrence

Email copy

KO, COR, ACOR

and affected Government installation OPSEC officer (if required).

PWS 1.5.10.2

Changes to Personnel NLT 14 business days prior to making any changes in personnel

Email

KO, COR and ACOR

PWS 1.5.10.3

Contractor employee workforce issue notification As required, notification within 10 business days after vacancy.

Email

KO, COR and ACOR

PWS 1.5.11.

Post award meeting minutes Within five business days of meeting completion.

Email

ACOR, COR and KO

PWS 1.6.1

Travel reimbursement requests NLT 21 calendar days before the requested travel for review / approval

PWS 1.6.2

Travel invoicing and trip report NLT five business days after completion of travel for review / approval

Email

ACOR for review/approval

Approved travel reimbursement request invoice and trip report to Flag Officer Development

days after PoP

ACOR

second revised phase-out plan NLT 60 calendar days prior to PoP completion.

days prior to PoP

ACOR

completion.

Post copy

PWS 1.10

Written notification of dispute resolutions and unresolved disputes NLT two business Days after dispute

PWS 5.1.3

Coaching session agreement timeline NLT five business days after determining the schedule with the Flag Officer

PWS 5.2.2

Create Executive Development Plans (EDPs) NLT 30 calendar days of starting the coaching engagement

1 original and 2 copies Paper (hard copy), Electronic (soft copy)

Electronically /Government provided template/MS Office Flag Officer

ACOR

PWS 5.2.10

Final Evaluation and coaching summary NLT 10 business days of completion of final ECE

PWS 5.3.3

Progress summary report NLT 10th calendar day of the following month

PWS 5.5.1

Monthly Status Report (MSR) NLT the 10th calendar day of the following month of performance

TECHNICAL EXHIBIT 3 – CONTRACTOR TRAVEL REQUEST FORM

CONTRACTOR OFFICIAL TRAVEL…