N0018918R0097_Senior_FO_Executive_and_Transition_Coaching_Solicitation.docx

N0018918R0097

Section SF 1449 - CONTINUATION SHEET

GENERAL INFORMATION

Point of Contact Information:

Mark Damanskis – Contract Specialist Phone: 215-697-9662 Email: mark.damanskis@navy.mil

QuestionSubmission Deadline:

All questions shall be submitted via email to the POC listed above. The cutoff date for questions is 01 August 2018.

Quote Submission Deadline:

All quotes shall be submitted via email to the POC listed above by 1400 EST on 15 August 2018.

Incumbent Information:

This effort was previously performed by Center for Human Capital Innovation (CHCI) under purchase order N00189-17-P-Z292.

Set-Aside Information:

This instant requirement is a 100% Small Business Set-Aside.

ADDENDUM TO 52.212-1

ADDENDUM TO FAR 52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS

52.212-1 has been amended and is as follows:

Quoters shall submit their quotes in two separate volumes as follows:

Volume I Non Price Quote

Volume II Price Quote

In addition, quotes consist of and shall include the following items as part of Volume II:

RFQ cover sheet with appropriate blocks completed by the quoter RFQ pricing pages completed by the quoter Representations and Certifications completed by the quoter in accordance with instructions contained elsewhere in this RFQ. If the quoter has completed all of the representations and certifications required by this RFQ in ORCA in accordance with FAR 52.204-8 and DFARS 252.204-7007 ALT A, then the quoter need not submit the hardcopy Representations and Certifications. Please indicate as such in the quote.

The completion and submission of the above items will constitute a quote and will be considered the quoter's unconditional assent to the terms and conditions of this RFQ and any attachments and/or exhibits hereto. Alternate quotes are not authorized. An objection to any of the terms and conditions of the RFQ will constitute a deficiency (see FAR 15.001) which will make the quote unacceptable.

Volume I- Non Price Quote

This volume shall address Performance Approach and Past Performance and include all information required for quote evaluation, including proof of Board Certification IAW accreditation details provided in the PWS. This volume of the quote shall exclude any reference to the price/cost aspects of the quote.

Each page of each copy should include the following legend:

Source Selection Information - See FAR 2.101 and 3.104

Volume II- Price Quote

This volume shall include the completed RFQ documents and a complete and detailed price/cost breakdown with all supporting information. Each page of each copy should include the following legend:

Source Selection Information - See FAR 2.101 and 3.104

IMPORTANT NOTES:

(1) Quoters shall respond to all requirements of the RFQ document. Quoters are cautioned not to alter the RFQ.

(2) In the event any person who is not a bona fide employee of the quoter participated in the creation, formulation, or writing of any portion of the quote, a certificate to this effect shall be included in the quote which shall be signed by an officer of the quoter. Such certificate shall identify the name of the person who is not a bona fide employee, that person’s employment capacity, the name of the person’s firm, the relationship of that firm to the quoter, and the portion of the quote in which the person participated.

II. REQUIREMENTS FOR QUOTE CONTENT

(1) Any quoter who will be submitting CLASSIFIED data in its Non Price Quote shall first notify the Contracting Officer by contacting the point of contact in the RFQ. CLASSIFIED data that is forwarded as part of an quoter's quote shall be housed in its own binder, separate from the unclassified portion.

(2) Introduction and Purpose - This section specifies the format that quoters should use in quotes submitted in response to this RFQ. The intent is not to restrict the quoters in the manner in which they will perform their work but rather to ensure a certain degree of uniformity in the format of the quotes for evaluation purposes.

(3) Each volume should contain the following items in addition to the other information required by this RFQ:

Cover: The cover should indicate the following:

Title of the Quote Volume Number (I or II) RFQ number Name and address of quoter Identification of signature copies Table of Contents: The table of contents should provide detail sufficient to allow the important elements to be easily located.

(4) Requirements for Style: Each quoter shall submit a quote that clearly and concisely sets forth the contractor’s response to the requirements of the RFQ. Unnecessary elaboration or other presentations beyond that sufficient to present a complete and effective quote are not desired and may be construed as an indication of the quoter's lack of cost consciousness. Elaborate artwork and expensive visual or other presentation aids are neither necessary nor desired. The quote shall contain all the pertinent information in sufficient detail in the one area of the quote where it contributes most critically to the discussion. When necessary, the quoter shall refer to the initial discussion and identify its location within its quote.

(5) Page Limitations

Volume I, “Non-Price Quote” consists of two sections each having their own page limitations and requirements:

Section One: “Performance Approach”, is limited to a maximum of 10 pages in length inclusive of any charts, diagrams, and/or other graphics. Each “page” is defined as one sheet, 8 ½ “ x 11”, with at least one inch margins on all sides, using a font with a point size of 12 or greater (e.g., "Times New Roman" style with 12 point font). Font size 10 of the aforementioned style is acceptable for imbedded tables, charts, and diagrams only. Lines shall, at a minimum, be single-spaced. Pages shall be consecutively numbered. Multiple pages, double pages, two-sided pages, or foldouts will count as an equivalent number of 8 ½" x 11" pages. The cover sheet, table of contents (not to exceed one page per volume), tabs, and dividers will not count toward the page limit. Pages submitted in excess of the page limitations described above will not be evaluated.

Section Two: “Past Performance Information Forms”, is limited to a maximum of 9 pages in length. The one exception to the font size requirement shown above is that the "past performance information forms" may be completed with a point size of 10 or greater. Pages submitted in excess of the page limitations described above will not be evaluated.

Volume II, “Price Quote,” is not page limited.

III. QUOTE CONTENT

(1) Volume I – Non Price Quote

(a) The Government will award a contract resulting from this solicitation to the responsible quoter whose quote conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate quotes. They are listed in descending order of importance:

· Performance Approach

· Past Performance

Performance Approach is more important than Past Performance.

(a) Performance Approach

The quoter shall provide in detail an performance approach that will successfully accomplish the requirements of the solicitation, including the PWS. The quoter should describe any risks associated with the solicitation, including the PWS and any risks associated with implementation of the quoter’s performance approach; describe any techniques and actions to mitigate such risks; and explain whether the techniques and actions identified for risk mitigation have been successfully used by the quoter. The quoter shall address how they propose to meet the technical requirements of the PWS, specifically they shall address the following at a minimum:

- Description of the executive coaching implementation plan to include:

- Number of senior executive coaches

- Total number with clearances (SECRET LEVEL)

- Proximity to the Flag Officers located in various CONUS and OCONUS regions listed in PWS

- Description of the transition coaching implementation plan to include:

- Describe, in general terms, the manner in which a coaching engagement will be conducted.

- Description of how each Executive Coaching Engagement (ECE) will be conducted.

- Description of how they will ensure accurate tracking of coaching hours and sessions provided in support of this requirement

(b) Past Performance

The quoter shall demonstrate relevant past performance or affirmatively state that it possesses no relevant past performance. Relevant past performance is performance under contracts or efforts within the past five years that is the same as, or similar to, the scope and magnitude of the work described by this solicitation.

To demonstrate its past performance, the quoter shall identify up to three (3) of its most relevant contracts or efforts within the past five (5) years, and provide any other information the quoter considers relevant to the requirements of the solicitation. Quoters should provide a detailed explanation demonstrating the relevance of the contracts or efforts to the requirements of the solicitation. If subcontractor past performance is provided as part of the three (3) of its most relevant contracts or efforts, the subcontractor past performance will be given weight relative to the scope and magnitude of the aspects of the work under the solicitation that the subcontractor is proposed to perform. Therefore, the quoter ‘s quotation should detail clearly the aspects of the work in the solicitation that the subcontractor is quoted to perform.

The references will be evaluated in the aggregate in order to allow quoters who may not have the entire scope and magnitude of the requirement under one individual contract to still be considered acceptable if past performance with the full scope and magnitude of the requirement can be demonstrated within the allotted number of references as described above.

The quoter should complete a “Past Performance Information Form” for each reference submitted. The form is an attachment to the solicitation. The forms make up the Volume II page limit described above. For additional information regarding a particular reference beyond that which will fit on the form, the quoter may continue onto another sheet of paper. Such continuation sheet(s) for submitted references will count toward the Volume II page limit.

The quoter should address its past performance in complying with requirements of the clauses at FAR 52.219-8, "Utilization of Small Business Concerns"

(2) Volume II – Price Quote

Volume II shall include the completed solicitation documents and a complete and detailed price breakdown with all supporting backup documentation demonstrating how the price was developed. The price quote shall support Volume I. All costs included in developing the price should be provided in the breakdown such that the total amount is substantiated by the price breakdown.

(a) Separate pricing information shall be submitted for each time period specified in the pricing pages of the solicitation.

(b) Supporting data should including labor rates and hours, burden rates, material lists and costs, travel charges, and “other direct costs” used in developing the price/cost breakdown shall be furnished.

(c) The following amounts will be utilized by the Government for evaluation purposes only in determining the total evaluated cost of a quote.

ADDENDUM TO 52.212-2

52.212-2 EVALUATION—COMMERCIAL ITEMS (JAN 1999)

52.212-2 has been amended and is as follows:

The Government intends to award a purchase order resulting from this solicitation to the responsible quoter whose quote represents the best value after evaluation in accordance with the factors in the solicitation. Quotes shall be in the form prescribed by, and shall contain a response to each of the areas identified in the “Addendum to 52.212-1”. The evaluation of quotes will consider non-price (see below) more important than price, The non-price evaluation factors are listed in descending order of importance:

Performance Approach is more important than Past Performance.

A written notice of award or acceptance of a quote, mailed or otherwise furnished to the successful quoter 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 a quote (or part of a quote), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

The Government reserves the right to obtain information for use in the evaluation of past performance from any and all sources including sources outside of the Government. Quoters lacking relevant past performance history will not be evaluated favorably or unfavorably on past performance. However, a quote with no relevant past performance history, while not rated favorably or unfavorably for past performance, may not represent the most advantageous quote to the Government and thus, may be an unsuccessful quote when compared to the quotes of other quoters. The quoter should provide the information requested above for past performance evaluation, or affirmatively state that it possesses no relevant directly related or similar past performance. If a quoter fails to provide any past performance information which is similar in scope and magnitude to that which is detailed in the RFQ or fails to affirmatively state that it possesses no relevant directly related or similar past performance, the quote may not be awardable. The Government will consider the quality of quoter’s past performance. This consideration is separate and distinct from the Contracting Officer’s responsibility determination. The assessment of the quoter’s past performance will be used as a means of evaluating the relative capability of the quoter and other competitors to successfully meet the requirements of the RFQ. In determining the rating for the past performance evaluation factor, the Government will give greater consideration to the contracts which the Government feels are most relevant to the RFQ.

The Government reserves the right to award to other than the lowest priced quote. All non-price factors must be rated Acceptable or better in order to be eligible for award.

The Government intends to evaluate quotes and award a purchase order without communications with quoters. Therefore, the quoter’s initial quote should contain the quoter's best terms from a price and non-price standpoint. However, the Government reserves the right to conduct communications/clarifications if later it is determined by the Contracting Officer to be necessary.

Price will be evaluated on the basis of price analysis. The Contracting Officer reserves the right to determine that a quoter’s overall firm fixed price quote represents an unacceptable level of risk, based on the information submitted by the quoter. This includes the right to downgrade the overall quote due to prices that are considered to be too low to support successful performance and compliance with all contract requirements.

Executive Coaching Session

FFP

Senior Flag Officer Executive Coaching sessions FOB: Destination

PURCHASE REQUEST NUMBER: 20181797

NET AMT

Transition Coaching Session

FFP

Transition Coaching for retiring Senior Flag Officers

NET AMT

Lot

Travel

COST

Travel to support CLINs 0001 and 0002

ESTIMATED COST

PWS

Performance Work Statement

Executive and Transition Coaching for Navy Flag Officers

PART 1 – GENERAL INFORMATION

GENERAL: This is a non-personal services contract to provide executive and transition 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 and Transition 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.

Services included within this requirement include Executive Coaching and Transition Coaching for Navy Flag Officers as appropriate under Navy Flag Officer Management, Distribution and Detailing Office. Navy Flag Officers/Admirals are the equivalent of “C-suite” executives in civilian corporations with global reach and influence.

2.0 Background:

Professional development and growth are continuous and ongoing endeavors. At the highest levels of leadership within the Navy, there is a need to continue to develop the strategic acumen and to reinforce the ethical decision making process. Leader development and growth are lifelong pursuits. Navy Flag Officers have highly unique developmental needs which require customized approach to ensure success. Coaching at the executive level and transition coaching as one prepares for the inevitability of leaving the military environment are necessary to obtain success within the Navy.

Some Senior Leaders are required to plan their transition out of the military. Due to the highly unique nature of their role within the Navy, there is no standard program that can facilitate their needs to consider the needs expected of them as they depart from the Navy. These are normally 4-Star Admirals and will require focused coaching to assist them in their transition out of the Navy while still keeping them properly engaged with their duties. It is not practical for a 4-Star Admiral to leave their primary roles and responsibilities for a standard transition course.

3.0 Scope:

The contractor shall provide support services to the Navy for executive and transition coaching program. Executive coaching is a one-to-one personalized professional relationship between a highly qualified, experienced, and certified Executive Coach and the person being coached. The purpose of this personalized coaching is to support the professional development needs of the Navy’s most senior leaders who are accountable for highly complex decisions with wide scope and impact throughout the Navy and Department of Defense. As Navy senior leaders continue to advance fewer and fewer people can advise and assist them while maintaining appropriate impartiality and objectivity.

Admirals and the most senior Navy leaders have additional need to plan and understand their upcoming transition out of the military while still leading in a high visibility role with global responsibility. As such, transition coaching shall provide the Admiral with what is necessary to successfully transition out of the Navy while maximizing their ability to continue in their current role/billet with minimal impact due to time away from their primary duties.

The need is to support 4000 executive/transition coaching sessions to the Navy’s most senior leaders in a series of task orders to support the emerging needs as they present themselves. The outcome objective is to produce improved leaders with the Navy. The Navy will offer executive and transition coaching to all Admirals on a case-by-case basis to ensure the needs of the Navy are met in accordance with this requirement. The purpose is to provide these senior leaders with the opportunity to obtain guidance and support while receiving immediate objective feedback from a setting that is personalized to meet the varied and unique needs of each senior leader.

4.0 Tasks: The contractor shall provide the following tasks:

4.1 Confidentiality

Contractor personnel shall maintain confidentiality of all communication between the executive coach and the Navy senior leader. The nature of these communications shall not be shared with anyone, including the Admiral’s supervisor, without the express agreement of the Admiral.

EXCEPTION: Contractor personnel are authorized to disclose to the 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.

4.2 Program Management.

The contractor shall perform program management IAW the following requirements. Meetings shall be in person or by conference call, as determined by the COR.

4.2.1 Coach Selection and Assignment. The COR will notify the contractor via e-mail when an Admiral has been selected to receive a coach. The notification will include the Admiral’s contact information for the assigned coach to ensure access/ability to establish initial contact. The contractor shall track all completed and planned coaching sessions separately and inform the COR if/when a particular Admiral-Coach pairing have completed nine (9) coaching sessions.

4.2.2 The contractor shall meet with the COR on a monthly basis, in person or telephonically, to assess/review the progress of the coaching engagements. These meetings will discuss usage rates of coaching sessions; discuss any evaluation feedback, any anticipated concerns/risks for upcoming months and overview of future coaching engagements, as well as next steps for continued coaching engagement success.

Monthly meetings shall discuss at a minimum sessions used in the month, total sessions used within the period of performance, and total sessions remaining for the period of performance. Additional discussion topics may include any other relevant program management requirements necessary to ensure successful execution of any aspect of this requirement.

4.2.3 Each executive coach shall participate via telephone in two Chief of Naval Operations priority feedback sessions in a 12 month period. These sessions will be offered quarterly, last approximately 1 hour, be led by Flag Officer Development (COR), and will provide updates and discuss touchpoints/CNO priorities for developing Admirals. This venue will also provide an opportunity for coaches to address trends and any additional concerns.

4.2.4 The contractor shall submit a monthly summary report (MSR) to the COR at the end of each month no later than the 10th calendar day of the following month.

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. Monthly, cumulative and forecasted workload shall be provided within the MSR in addition to the monthly discussion as described in PWS 4.2.2 above. All monthly deliverables shall be included as part of the MSR.

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

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

4.3 Coaching Services

4.3.1 Executive Coaching

4.3.1.1 General Topics for Executive Coaching

Executive coaches are expected to be familiar with the following topics such that they are able to include these discussion points throughout the individualized coaching sessions as appropriate. The topics include, but not limited to: effective communication, strategy development, conflict resolution, leading in a transforming/changing organization, ethical decision making, implementation of the Navy Leader Development Framework, Chief of Naval Operation priorities, mentorship at all levels, and how to be inclusive of different ideas and perspectives.

4.3.1.2 Coach Selection/Assignment

Government will assign executive coaches with input from the contractor. Coaching assignments will consider geographic location, duties and responsibilities of the Flag Officer and the particular background of the coach to ensure best fit/match between Flag Officer and coach.

4.3.1.2.1 Contractor is responsible to identify coaches that can support the global requirements of this solicitation and shall identify the primary coach in each of the regions within the Continental United States and those overseas locations listed in PWS 6.2.

4.3.1.2.2 The contractor shall notify the COR of the coaching session agreement timeline NLT five (5) business days after initial meeting with the Flag Officer to determine the coaching schedule.

4.3.1.3 Executive Coaching Engagements

Activities undertaken shall include, but are not limited to the following: Executive Development Plan (EDP) development and review, address talent management feedback, coaching meetings and other activities as defined and agreed to by the Flag Officer and executive coach. All Flag Officers will be provided a Hogan Assessment from the Government prior to coaching engagements. In the event that the Flag Offices chooses to share their results, it is therefore necessary that any/all coaches be qualified to debrief and provide feedback using the Hogan Assessment tool.

4.3.1.3.1 The contractor shall provide each Flag Officer a completed Executive Coaching Experience (ECE) consisting of approximately 12 sessions—approximately 1 hour each—to be completed within 12 months of coaching assignment. Note: Travel to client sites is not included in the coaching hours.

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

4.3.1.3.3 The contractor shall manage and document the progress of the Flag Officer throughout the coaching process and provide each Flag Officer with a final evaluation at the end of the coaching engagements. The purpose of the final evaluation is to recap the coaching experience and document goals achieved.

4.3.1.4 Deliverables

4.3.1.4.1 Executive Development Plan (EDP)

The contractor, with input from the Flag Officer, shall create and implement an EDP. The EDP shall be completed NLT 30 calendar days following the first coaching session. The EDP should include desired outcomes from the Executive Coaching Engagement and identify the milestones or steps necessary to accomplish the desired outcomes. This deliverable is provided to the individual Flag Officer, not the COR. The contractor shall include within the Monthly Summary Report any/all Flag Officers that have received their EDP within the given month.

4.3.1.4.2 Monthly Summary Report

The contractor shall track progress and submit a monthly summary report (MSR) to the COR at the end of each month no later than the 10th calendar day of the following month. 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.

Monthly and cumulative workload report for executive coaching shall be provided in Excel Spreadsheet, or similar format, and shall include all hours used, remaining and scheduled on the task order.

The contractor shall include all deliverables as enclosures to the MSR.

4.3.1.4.3 Complete list of Coaches/Bios

The contractor shall provide a complete list of prescreened/vetted and qualified executive coaches to support the global demands of this Flag Officer coaching requirement. The contractor shall provide an updated list NLT two business days following the addition of any new executive coach to the list. A complete listing shall be provided to the COR NLT seven calendar days from Task Order award date.

4.3.1.4.4 Trip Reports IAW PWS 11.2 for any travel.

4.3.1.4.5 Mid-point survey

The contractor shall email Flag Officers about a mid-point survey following their 6th coaching engagement session. The email shall request that the Flag Officer complete the survey NLT two (2) days prior to their 7th coaching engagement. The contractor shall copy the COR on each email request and forward results to the COR.

4.3.1.4.6 Final ECE Evaluation

The contractor’s executive coach shall 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 COR a written coaching summary (up to two pages in length) upon completion of ECE. This summary should be general in nature and should not compromise and confidentiality requirements as established under PWS 4.1.

4.3.2 Transition Coaching

4.3.2.1 General Topics

Transition coaches are expected to facilitate personalized instruction to translate executive military service into comparable civilian positions. Topics include the following, but are not limited to: developing and honing an efficient resume, cover letter writing, cultivating social media (i.e. LinkedIn) profiles, interview techniques and employment considerations, translating military service to suit the needs of the civilian employer, and salary/benefit package negotiation.

4.3.2.2 Coach Selection/Assignment

Government will assign transition coaches with input from the contractor. Coaching assignments will consider geographic location, duties and responsibilities of the Flag Officer and the particular background of the coach to ensure best fit/match between Flag Officer and coach.

4.3.2.2.1 Contractor is responsible to identify coaches that can support the global requirements of this solicitation and shall identify the primary coach in each of the overseas locations listed in PWS 6.2.

4.3.2.2.2 The contractor shall notify the COR of the coaching session agreement timeline NLT five (5) business days after initial meeting with the Flag Officer to determine the coaching schedule.

4.3.2.3 Transition Coaching Sessions

Transition coaching sessions should focus on preparing the Flag Officer for their post Navy career opportunities. This is highly specific due to the nature of the Flag Officer’s career leading up to this point and what they envision doing in their post-Navy career.

4.3.2.3.1 The contractor shall provide each Flag Officer with approximately 12 transition coaching session—approximately 1 hour each—to be completed within 12 months of the transition coaching assignment. Note: Travel to client sites is not billable as coaching hours.

4.3.2.3.2 At a minimum, 25% of the coaching engagements for each individual shall be done face-to-face, with the remaining sessions completed remotely/telephonically.

4.3.2.3.3 The contractor shall manage and document transition coaching sessions separately from other coaching engagements that may be required under this PWS.

4.3.2.4 Deliverables

4.3.2.4.1 Monthly Summary Report

The contractor shall track progress and submit a monthly summary report (MSR) to the COR at the end of each month no later than the 10th calendar day of the following month. 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.

Monthly and cumulative workload report for transition coaching shall be provided in Excel Spreadsheet, or similar format, and shall include all hours used, remaining and scheduled on the task order.

The contractor shall include all deliverables as enclosures to the MSR.

4.3.2.4.2 Complete list of Coaches/Bios

The contractor shall provide a complete list of prescreened/vetted and qualified transition coaches to support the global demands of this Flag Officer transition coaching requirement. The contractor shall provide an updated list NLT two business days following the addition of any new transition coach to the list. A complete listing shall be provided to the COR NLT seven calendar days from Task Order award date.

4.3.2.4.3 Trip Reports IAW PWS 11.2 for any travel.

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) and Contracting Officer Representative (COR) 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, 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 COR 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, 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: The period of performance for this requirement will be a 60-month ordering period. All task orders must be placed within the 60-month period and performance of any task order must end at the end of the 60th month.

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. In addition to the NCR, there are a number of Admirals 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. The contractor shall coordinate with the Admiral’s representative to gain access to Government facilities (i.e. visitor’s passes) for coaching sessions.

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 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 to safeguard 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 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 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 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

Special qualifications exist for the following personnel that may be considered to support this requirement for Executive Coaches and Transition Coaches. It is expected that the contractor will provide a minimum of ten personnel identified by the contractor as “Executive Coaches” for each task order applied to this ongoing requirement.

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

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

9.1.2 A minimum of 10 years of coaching experience.

9.1.3 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 for Maritime Superiority, CNO’s priorities and CNO’s leader development framework, which should serve as baseline support documents in discussions with the FO.

9.1.4 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.

9.1.5 Executive Coaches shall be certified to deliver executive assessment feedback generated by the Hogan Assessment. Additional familiarity with other assessment tools, such as “PROFILOR 360” and other comparable 360 assessment tools to include MBTI self- assessment tools, is preferred.

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

9.1.7 In aggregate, at least 50 percent of the executive coaches identified shall have, and maintain, security clearances that meet DOD requirements for access up to SECRET level.

9.2 Transition Coach Qualifications. The contractor shall ensure that transition coaches meet the following minimum qualifications:

9.2.1 Must have a minimum of three (3) years of experience counseling Flag and/or General Officers, or senior corporate executives in topics specifically related to out-placement services.

9.2.2 Must have a minimum of five to ten years military/government leadership experience (active or reserve).

9.2.3 Experience working with military clients and an understanding of how a Flag Officer fits into the military hierarchy.

9.2.4 Experience as an executive trainer. Demonstrated ability to engage in meaningful discourse with executive level leaders.

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.