RFQ_N6227119Q1036.doc

Combined Synopsis/Solicitation

This is a COMBINED SYNOPSIS/SOLICITATION for commercial items prepared in accordance with the information in FAR Part 13, Simplified Acquisition Procedures, and as supplemented with additional information included in this notice. This announcement constitutes the only solicitation on FedBizOpps; quotes are being requested and a written solicitation will not be issued.

Solicitation is issued as a request for quotation (RFQ).

The HRCOE, Naval Postgraduate School, Monterey, CA, requires contractual services of an experienced contractor with HRCI certified instructors to deliver HR Certification Preparation Course within an 80-85% student success rate on the actual HRCI exam. The course shall be offered via distance learning with an on-site classroom component to prepare Navy HR officers for an accredited, validated, generalist Human Resources exam. The contractor provided preparation sessions must provide focused preparatory review and test sessions that will enhance the students’ ability to take and pass the PHR/SPHR exam.

The online sessions and 4-day on-site classroom sessions shall cover the 5 PHR/SPHR body of knowledge areas: Employee and Labor Relations/Employee Engagement, Business Management/Leadership and Strategy, Talent Planning and Acquisition, Total Rewards, and Learning and Development within an interactive and responsive learning environment. The course shall be interactive, responsive, and incorporate problem solving examples to establish a thorough understanding of the HRCI’s 5 functional areas. The contractor shall provide all course materials, lessons, and practice exams that that shall be included in accordance with the tasks and deliverables. The course materials shall be approved by the Government and shipped directly to each student.

While discussions are not anticipated, the Government reserves the right to do so. Award will be Firm-Fixed Price (FFP) for the services detailed in the accompanying SOW. Travel is anticipated. The period of performance is from the date of award estimated in the Statement of Work.

The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-69, effective August 1, 2013 and DFARS Change Notice 20130909.

This requirement is a total small business set aside

Proposal Submissions: Quotes are due , at 1:00 p.m.

Quotes must be valid for 60 days. No facsimile quotes will be accepted. All quotes must be clearly marked with the RFQ Number. Contractors are responsible for verifying receipt of their proposals to this office before offer due date and time.

Email is the preferred method of submission. Quotes, together with the signed amendment(s), if applicable, must be submitted electronically to .

Technical and Contractual Questions Concerning This Solicitation - All questions concerning this procurement, either technical or contractual must be submitted in writing via e mail to the Contracting Office. No direct discussion between the technical representative and a prospective offeror will be conducted unless it is deemed necessary by the Contracting Officer. Questions shall be sent to the following point of contact: Kasie Samaniego, khsamani@nps.edu, 831-521-9708 DEADLINE FOR RFQ QUESTIONS: All questions regarding this requirement shall be submitted electronically to Ms. : Kasie Samaniego (primary), email: khsamani@nps.eduno later than at 1:00PM PST to allow adequate time to prepare a response.

A successful bidder will have current employees with requisite clearance level or contingency hires with a signed letter of commitment (included in submission) and the requisite clearance level.

NPS Contracting Point of Contact:

Kasie Samaniego

Contract Specialist

Phone: 831-521-9708 Email: khsamani@nps.edu The following FAR / DFAR clauses are incorporated by reference:

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

FAR Clauses: http://acquisition.gov/comp/far/ DFARS Clauses: http://www.acq.osd.mil/dpap/dars/dfars/ (End of clause)

ADDENDUM TO 52.212-1 Instructions to Offerors Commercial Items

INSTRUCTIONS FOR SUBMISSION OF QUOTATIONS:

Contractor’s proposal shall be valid for sixty (60) days and include Volume 1, and 2.

Each document should contain the following language on every page: SOURCE SELECTION SENSITIVE - SEE FAR PART 2.101 AND 3.104.

Volume I - Technical Submission

· The vendor’s technical submission shall address the following factors in accordance with the Statement of Work included in this RFQ to be considered for award:

A. Contractors Corporate Experience to accomplish the requirement as stated in the SOW and meet the requirements stated in section 5.0 of the SOW

B. Contractors Management Structure in support of the requirement including transition plan details and support the Contractor Corporation Minimum Technical Requirements as stated in section 5.0 of the SOW.

C. Instructor Requirements must be confirmed in accordance with section 5.0 of the SOW

D. Samples in support of the requirement are required as stated below:

· List of all course related materials to be utilized in regards to on-line sessions and the 4 day on-site course

· 3 or more sample tests

· Methodology to gage student understanding

· Sample accessible link to preview the on-line course platform

E. Past Performance

1. No more than 20 pages for the Technical Volume I submission. MS Word and / or Excel format. PDF is not acceptable, except for the past performance form.

2. Past performance does not count for the page limit. Submit one page, maximum, for each contract; submit a maximum of three contracts; use the attached form. The asterisk serve as bullets only, they have no other significance. If the vendor received any awards for outstanding work, coming in under budget, saving the Government money, etc., on the cited award, those should be listed here. If corrective action was required to bring the vendor into compliance with the terms and conditions of the cited award, those should be listed here.

Volume II – Price Submission - vendors shall provide a proposed schedule of services/supplies with associated prices. Table provided below.

1. Vendors shall provide a proposed schedule of services broken down for each course submission. Submitted in MS Word and / or Excel format; PDF is not acceptable. No page limitation.

2. Each page labeled with Contractor’s name and pages numbered in the following format: page ___ of ___.

Estimated Breakdown of Pricing for the Schedule of Services

To Include the Below:

Total Cost per student to be outlined below:

Course Materials $___________

Shipping to materials $___________

Distance Learning Program Platform $_____________

Instructor Support Distance Learning Program $___________

4-Day on-site Classroom Preparation Course $____________

Other Direct Costs $_________________

Total Firm Fixed Price per course for 35 students $_____________

Trip anticipated to Arlington, Virginia $________________

Trip anticipated to Millington, Tennessee $______________

2020 HR Certification Course in support of 35 students

To Include the Below:

Total Cost per student to be outlined below:

Course Materials $___________

Shipping to materials $___________

Distance Learning Program Platform $_____________

Instructor Support Distance Learning Program $___________

4-Day on-site Classroom Preparation Course $____________

Other Direct Costs $_________________

Total Firm Fixed Price per course for 35 students $_____________

2020 Travel associated with 4-day Classroom Preparation Course

Trip anticipated to Arlington, Virginia or Millington, Tennessee

2020 HR Certification Course in support of 35 students

To Include the Below:

Total Cost per student to be outlined below:

Course Materials $___________

Shipping to materials $___________

Distance Learning Program Platform $_____________

Instructor Support Distance Learning Program $___________

4-Day on-site Classroom Preparation Course $____________

Other Direct Costs $_________________

Total Firm Fixed Price per course for 35 students $_____________

2020 Travel associated with 4-day Classroom Preparation Course

Trip anticipated to Arlington, Virginia or Millington, Tennessee

TOTAL PRICE:

52.212-2 Evaluation -- Commercial Items (JAN 1999):

(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 offers:

· Contractors Corporate Experience to accomplish the requirement as stated in the SOW and meet the requirements stated in section 5.0 of the SOW

· Contractors Management Structure in support of the requirement including transition plan details and support the Contractor Corporation Minimum Technical Requirements as stated in section 5.0 of the SOW.

· Instructor Requirements must be confirmed in accordance with section 5.0 of the SOW

· Samples in support of the requirement are required as stated below:

· List of all course related materials to be utilized in regards to on-line sessions and the 4 day on-site course

· 3 or more sample tests

· Methodology to gage student understanding

· Sample accessible link to preview the on-line course platform

· Past Performance

Procedures in FAR 13.106 are applicable to this procurement. While price will be a significant factor in the evaluation of offers, the final contract award will be based on the combination of the factors above.

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

(c) A written notice of award or acceptance of a quote mailed or otherwise furnished to the successful quoter within the time for acceptance specified in the quote, shall result in a binding contract without further action by either party. Before the quote'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 following DFARS provisions and clauses apply to this acquisition and are incorporated by reference. If the offeror has completed any of the following provisions listed in this paragraph electronically as part of its annual representations and certifications at https://www.acquisition.gov, the offeror they are to indicated in the submitted quote, there is no need to complete these provisions again for a this solicitation.

NOTE: Personnel proposed are considered key personnel for purposes of clause SUPTXT237-9400 (1-92) - Substitution or Addition of Personnel. The candidates proposed SHALL be the candidates performing the work. ALL substitutions shall be reviewed by the Technical Point of Contact (TPOC) and approved by the Contracting Officer; approval is required BEFORE substitution.

SUPTXT237-9400 (1-92) SUBSTITUTION OR ADDITION OF PERSONNEL

(a) The Contractor agrees to assign to the contract those persons whose resumes; personnel data forms or personnel qualification statements were submitted as required by the RFQ to fill the requirements of the contract. No substitution or addition of personnel shall be made except in accordance with this clause.

(b) The Contractor agrees that:

__X__ during the contract performance period

_____ during the first ____ days of the contract performance period no personnel substitutions will be permitted unless such substitutions are necessitated by an individual's sudden illness, death or termination of employment. In any of these events, the Contractor shall promptly notify the Contracting Officer and provide the information required by paragraph (d) below.

(c) If personnel for whatever reason become unavailable for work under the contract for a continuous period exceeding 30 working days, or are expected to devote substantially less effort to the work than indicated in the proposal, the Contractor shall propose a substitution of such personnel, in accordance with paragraph (d) below.

(d) All proposed substitutions shall be submitted, in writing, to the Contracting Officer at least 15 days (30 days if a security clearance must be obtained) prior to the proposed substitution. Each request shall provide a detailed explanation of the circumstances necessitating the proposed substitution, a complete resume for the proposed substitute and any other information required by the Contracting Officer to approve or disapprove the proposed substitution. All proposed substitutes (no matter when they are proposed during the performance period) shall have qualifications that are equal to or higher than the qualifications of the person being replaced.

(e) In the event a requirement to increase the specified level of effort for a designated labor category, but not the overall level of effort of the contract occurs, the Contractor shall submit to the Contracting Officer a written request for approval to add personnel to the designated labor category. The information required is the same as that required in paragraph (d) above. The additional personnel shall have qualifications greater than or equal to at least one (1) of the individuals proposed for the designated labor category.

(f) The Contracting Officer shall evaluate requests for substitution and addition of personnel and promptly notify the Contractor, in writing, whether the request is approved or disapproved.

(g) If the Contracting Officer determines that suitable and timely replacement of personnel who have been reassigned, terminated or have otherwise become unavailable to perform under the contract is not reasonably forthcoming or that the resultant reduction of productive effort would impair the successful completion of the contract or the delivery order, the contract may be terminated by the Contracting Officer for default or for the convenience of the Government, as appropriate. Alternatively, at the Contracting Officer's discretion, if the Contracting Officer finds the Contractor to be at fault for the condition, he may equitably adjust (downward) the contract price or fixed fee to compensate the Government for any delay, loss or damage as a result of the Contractor's action.

(End of Clause)

DFAR 252.201-7000 CONTRACTING OFFICER'S REPRESENTATIVE (DEC 1991)

(a) Definition. “Contracting officer's representative” means an individual designated in accordance with subsection 201.602-2 of the Defense Federal Acquisition Regulation Supplement and authorized in writing by the contracting officer to perform specific technical or administrative functions.

(b) If the Contracting Officer designates a contracting officer's representative (COR), the Contractor will receive a copy of the written designation. It will specify the extent of the COR's authority to act on behalf of the contracting officer. The COR is not authorized to make any commitments or changes that will affect price, quality, quantity, delivery, or any other term or condition of the contract.

(End of clause)

DFAR 252.204-7000 DISCLOSURE OF INFORMATION (DEC 1991)

(a) The Contractor shall not release to anyone outside the Contractor's organization any unclassified information, regardless of medium (e.g., film, tape, document), pertaining to any part of this contract or any program related to this contract, unless—

(1) The Contracting Officer has given prior written approval; or

(2) The information is otherwise in the public domain before the date of release.

(b) Requests for approval shall identify the specific information to be released, the medium to be used, and the purpose for the release. The Contractor shall submit its request to the Contracting Officer at least 45 days before the proposed date for release.

(c) The Contractor agrees to include a similar requirement in each subcontract under this contract. Subcontractors shall submit requests for authorization to release through the prime contractor to the Contracting Officer.

(End of clause)

Authorized Changes Only By Contracting Officer The Contractor shall not comply with any order, direction or request of Government personnel unless it is issued in writing and signed by the Contracting Officer, or is pursuant to specific authority otherwise included as part of this contract. Except as specified herein, no order, statement, or conduct of Government personnel who visit the contractor’s facilities or in any other manner communicates with Contractor personnel during the performance of this contract shall constitute a change under the Changes clause in Section I. In the event the Contractor effects any change at the direction of any person other the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in cost incurred as a result thereof.

Paperless Contracting:

All contractual documents (i.e. contracts, purchase orders, task orders, delivery orders and modifications) related to the instant procurement are considered to be "issued" by the government when copies are either deposited in the mail, transmitted by facsimile, or sent by other electronic commerce methods, such as email. The government's acceptance of the contractor's proposal constitutes bilateral agreement to "issue" contractual documents as detailed herein.

Enterprise-Wide Contractor Manpower Reporting Application (ECMRA):

The contractor shall report contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract Administrative Support via a secure data collection site. Contracted services excluded from reporting are based on Product Service Codes (PSCs). The excluded PSCs are:

(1) W, Lease/Rental of Equipment;

(2) X, Lease/Rental of Facilities;

(3) Y, Construction of Structures and Facilities;

(4) S, Utilities ONLY;

(5) V, Freight and Shipping ONLY.

The contractor is required to completely fill in all required data fields using the following web address https://doncmra.nmci.navy.mil.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk, linked at https://doncmra.nmci.navy.mil.

Contract Administration Plan (CAP) for Fixed Price Contracts:

In order to expedite the administration of this contract, the following delineation of duties is provided. The names, addresses and phone numbers for these offices or individuals are included elsewhere in the contract award document. The office or individual designated as having responsibility should be contacted for any questions, clarifications or information regarding the administration function assigned.

1. The Procuring Contract Office (PCO) is responsible for:

a. All pre-award duties such as solicitation, negotiation and award of contracts.

b. Any information or questions during the pre-award stage of the procurement.

c. Freedom of Information inquiries.

d. Changes in contract terms and/or conditions.

e. Post award conference.

2. The Contract Administration Office (CAO) is responsible for matters specified in FAR 42.302, except those areas otherwise designated as the responsibility of the Contracting Officer's Representative (COR) or someone else herein.

3. The paying office is responsible for making payment of proper invoices after acceptance is documented.

4. The Contracting Officer's Representative (COR) is responsible for interface with the contractor and performance of duties such as those set forth below. It is emphasized that only the PCO/CAO has the authority to modify the terms of the contract. In no event will any understanding, agreement, modification, change order, or other matter deviating from the terms of the basic contract between the contractor and any other person be effective or binding on the government. If in the opinion of the contractor an effort outside the scope of the contract is requested, the contractor shall promptly notify the PCO in writing. No action may be taken by the contractor unless the PCO or CAO has issued a contractual change. The COR duties are as follows:

a. Technical Interface

(1) The COR is responsible for all Government technical interface concerning the contractor and furnishing technical instructions to the contractor. These instructions may include: technical advice/recommendations/clarifications of specific details relating to technical aspects of contract requirements; milestones to be met within the general terms of the contract or specific subtasks of the contract; or, any other interface of a technical nature necessary for the contractor to perform the work specified in the contract or order. The COR is the point of contact through whom the contractor can relay questions and problems of a technical nature to the PCO.

(2) The COR is prohibited from issuing any instruction which would constitute a contractual change. The COR shall not instruct the contractor how to perform. If there is any doubt whether technical instructions contemplated fall within the scope of work, contact the PCO for guidance before transmitting the instructions to the contractor.

b. Contract Surveillance

(1) The COR shall monitor the contractor's performance and progress under the contract. In performing contract surveillance duties, the COR should exercise extreme care to ensure that he/she does not cross the line of personal services. The COR must be able to distinguish between surveillance (which is proper and necessary) and supervision (which is not permitted). Surveillance becomes supervision when you go beyond enforcing the terms of the contract. If the contractor is directed to perform the contract services in a specific manner, the line is being crossed. In such as situation, the COR's actions would be equivalent to using the contractor's personnel as if they were government employees and would constitute transforming the contract into one for personal services.

(2) The COR shall monitor the contractor's performance to see that inefficient or wasteful methods are not being used. If such practices are observed, the COR is responsible for taking reasonable and timely action to alert the contractor and the PCO to the situation.

(3) The COR will take timely action to alert the PCO to any potential performance problems. If performance schedule slippage is detected, the COR should determine the factors causing the delay and report them to the PCO, along with the contractor's proposed actions to eliminate or overcome these factors and recover the slippage. Once a recovery plan has been put in place, the COR is responsible for monitoring the recovery and keeping the PCO advised of progress.

(4) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a Contractor Performance Assessment Report (CPAR) in the CPARS Automated Information System (AIS). The initial CPAR, under an eligible contract, must reflect evaluation of at least 180 days of contractor performance. The completed CPAR, including contractor comments if any, (NOTE: contractors are allowed 30 days to input their comments) should be available in the CPARS AIS for reviewing official (PCO) review no later than 270 days after start of contract performance. Subsequent CPARs covering any contract option periods should be ready at 1-year intervals thereafter.

c. Invoice Review and Approval/Inspection and Acceptance

(1) The COR is responsible for quality assurance of services performed and acceptance of the services or deliverables. The COR shall expeditiously review copies of the contractor's invoices or vouchers, certificate of performance and all other supporting documentation to determine the reasonableness of the billing. In making this determination, the COR must take into consideration all documentary information available and any information developed from personal observations.

(2) The COR must indicate either complete or partial concurrence with the contractor's invoice/voucher by executing the applicable certificate of performance furnished by the contractor.

(3) The COR will provide the PCO and the CAO with copies of acceptance documents such as Certificates of Performance.

(4) Upon completion of all services under the contract, the COR shall work with the Contractor to obtain and execute a final invoice no more than 60 days after completion of contract performance. The COR shall ensure that the invoice is clearly marked as a “Final Invoice.”

d. Administrative Duties

(1) The COR is responsible for taking appropriate action on technical correspondence pertaining to the contract and for maintaining files on each contract. This includes all modifications, government cost estimates, contractor invoices/vouchers, certificates of performance, DD 250 forms and contractor's status reports.

(2) The COR shall maintain files on all correspondence relating to contractor performance, whether satisfactory or unsatisfactory, and on trip reports for all government personnel visiting the contractor's place of business for the purpose of discussing the contract.

(3) The COR must take prompt action to provide the PCO with any contractor or technical code request for change, deviation or waiver, along with any supporting analysis or other required documentation.

e. Government Furnished Property. When government property is to be furnished to the contractor, the COR will take the necessary steps to ensure that it is furnished in a timely fashion and in proper condition for use. The COR will maintain adequate records to ensure that property furnished is returned and/or that material has been consumed in the performance of work.

f. Security. The COR is responsible for ensuring that any applicable security requirements are strictly adhered to.

g. Standards of Conduct. The COR is responsible for reading and complying with all applicable agency standards of conduct and conflict of interest instructions.

h. Written Report/Contract Completion Statement.

(1) The COR is responsible for timely preparation and submission to the PCO, of a written, annual evaluation of the contractors performance. The report shall be submitted within 30 days prior to the exercise of any contract option and 60 days after contract completion. The report shall include a written statement that services were received in accordance with the Contract terms and that the contract is now available for close-out. The report shall also include a statement as to the use made of any deliverables furnished by the contractor. For contracts where delivery orders are issued, one consolidated report which addresses all actions under the contract may be submitted.

(2) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a final Contractor Performance Assessment Report (CPAR) in the CPARS with 30 days of contract completion.

(3) The COR is responsible for providing necessary assistance to the Contracting Officer in performing Contract Close-out in accordance with FAR 4.804, Closeout of Contract Files.

5. The Technical Assistant (TA), if appointed, is responsible for providing routine administration and monitoring assistance to the COR. The TA does not have the authority to provide any technical direction or clarification to the contract. Duties that may be performed by the TA are as follows:

a. Identify contractor deficiencies to the COR.

b. Review contract/delivery order deliverables, recommend acceptance/rejection, and provide the COR with documentation to support the recommendation.

c. Assist in preparing the final report on contractor performance for the applicable contract/delivery order in accordance with the format and procedures prescribed by the COR.

d. Identify contract noncompliance with reporting requirements to the COR.

e. Evaluate the contractor's proposals for specific delivery orders and identify, for the COR, any potential problems, areas of concern, or issues to be discussed during negotiations.

f. Review contractor status and progress reports, identify deficiencies to the COR, and provide the COR with recommendations regarding acceptance, rejection, and/or Government technical clarification requests.

g. Review invoices for the appropriate mix of types and quantities of labor, materials, and other direct costs, and provide the COR with recommendations to facilitate COR certification of the invoice.

h. Provide the COR with timely input regarding technical clarifications for the statement of work, possible technical direction to provide the contractor, and recommend corrective actions.

i. Provide detailed written reports of any trip, meeting, or conversation to the COR subsequent to any interface between the TA and contractor.

Contract Administration Plan (CAP) for Fixed Price Contracts:

In order to expedite the administration of this contract, the following delineation of duties is provided. The names, addresses and phone numbers for these offices or individuals are included elsewhere in the contract award document. The office or individual designated as having responsibility should be contacted for any questions, clarifications or information regarding the administration function assigned.

1. The Procuring Contract Office (PCO) is responsible for:

a. All pre-award duties such as solicitation, negotiation and award of contracts.

b. Any information or questions during the pre-award stage of the procurement.

c. Freedom of Information inquiries.

d. Changes in contract terms and/or conditions.

e. Post award conference.

2. The Contract Administration Office (CAO) is responsible for matters specified in FAR 42.302, except those areas otherwise designated as the responsibility of the Contracting Officer's Representative (COR) or someone else herein.

3. The paying office is responsible for making payment of proper invoices after acceptance is documented.

4. The Contracting Officer's Representative (COR) is responsible for interface with the contractor and performance of duties such as those set forth below. It is emphasized that only the PCO/CAO has the authority to modify the terms of the contract. In no event will any understanding, agreement, modification, change order, or other matter deviating from the terms of the basic contract between the contractor and any other person be effective or binding on the government. If in the opinion of the contractor an effort outside the scope of the contract is requested, the contractor shall promptly notify the PCO in writing. No action may be taken by the contractor unless the PCO or CAO has issued a contractual change. The COR duties are as follows:

a. Technical Interface

(1) The COR is responsible for all Government technical interface concerning the contractor and furnishing technical instructions to the contractor. These instructions may include: technical advice/recommendations/clarifications of specific details relating to technical aspects of contract requirements; milestones to be met within the general terms of the contract or specific subtasks of the contract; or, any other interface of a technical nature necessary for the contractor to perform the work specified in the contract or order. The COR is the point of contact through whom the contractor can relay questions and problems of a technical nature to the PCO.

(2) The COR is prohibited from issuing any instruction which would constitute a contractual change. The COR shall not instruct the contractor how to perform. If there is any doubt whether technical instructions contemplated fall within the scope of work, contact the PCO for guidance before transmitting the instructions to the contractor.

b. Contract Surveillance

(1) The COR shall monitor the contractor's performance and progress under the contract. In performing contract surveillance duties, the COR should exercise extreme care to ensure that he/she does not cross the line of personal services. The COR must be able to distinguish between surveillance (which is proper and necessary) and supervision (which is not permitted). Surveillance becomes supervision when you go beyond enforcing the terms of the contract. If the contractor is directed to perform the contract services in a specific manner, the line is being crossed. In such as situation, the COR's actions would be equivalent to using the contractor's personnel as if they were government employees and would constitute transforming the contract into one for personal services.

(2) The COR shall monitor the contractor's performance to see that inefficient or wasteful methods are not being used. If such practices are observed, the COR is responsible for taking reasonable and timely action to alert the contractor and the PCO to the situation.

(3) The COR will take timely action to alert the PCO to any potential performance problems. If performance schedule slippage is detected, the COR should determine the factors causing the delay and report them to the PCO, along with the contractor's proposed actions to eliminate or overcome these factors and recover the slippage. Once a recovery plan has been put in place, the COR is responsible for monitoring the recovery and keeping the PCO advised of progress.

(4) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a Contractor Performance Assessment Report (CPAR) in the CPARS Automated Information System (AIS). The initial CPAR, under an eligible contract, must reflect evaluation of at least 180 days of contractor performance. The completed CPAR, including contractor comments if any, (NOTE: contractors are allowed 30 days to input their comments) should be available in the CPARS AIS for reviewing official (PCO) review no later than 270 days after start of contract performance. Subsequent CPARs covering any contract option periods should be ready at 1-year intervals thereafter.

c. Invoice Review and Approval/Inspection and Acceptance

(1) The COR is responsible for quality assurance of services performed and acceptance of the services or deliverables. The COR shall expeditiously review copies of the contractor's invoices or vouchers, certificate of performance and all other supporting documentation to determine the reasonableness of the billing. In making this determination, the COR must take into consideration all documentary information available and any information developed from personal observations.

(2) The COR must indicate either complete or partial concurrence with the contractor's invoice/voucher by executing the applicable certificate of performance furnished by the contractor.

(3) The COR will provide the PCO and the CAO with copies of acceptance documents such as Certificates of Performance.

(4) Upon completion of all services under the contract, the COR shall work with the Contractor to obtain and execute a final invoice no more than 60 days after completion of contract performance. The COR shall ensure that the invoice is clearly marked as a “Final Invoice.”

d. Administrative Duties

(1) The COR is responsible for taking appropriate action on technical correspondence pertaining to the contract and for maintaining files on each contract. This includes all modifications, government cost estimates, contractor invoices/vouchers, certificates of performance, DD 250 forms and contractor's status reports.

(2) The COR shall maintain files on all correspondence relating to contractor performance, whether satisfactory or unsatisfactory, and on trip reports for all government personnel visiting the contractor's place of business for the purpose of discussing the contract.

(3) The COR must take prompt action to provide the PCO with any contractor or technical code request for change, deviation or waiver, along with any supporting analysis or other required documentation.

e. Government Furnished Property. When government property is to be furnished to the contractor, the COR will take the necessary steps to ensure that it is furnished in a timely fashion and in proper condition for use. The COR will maintain adequate records to ensure that property furnished is returned and/or that material has been consumed in the performance of work.

f. Security. The COR is responsible for ensuring that any applicable security requirements are strictly adhered to.

g. Standards of Conduct. The COR is responsible for reading and complying with all applicable agency standards of conduct and conflict of interest instructions.

h. Written Report/Contract Completion Statement.

(1) The COR is responsible for timely preparation and submission to the PCO, of a written, annual evaluation of the contractors performance. The report shall be submitted within 30 days prior to the exercise of any contract option and 60 days after contract completion. The report shall include a written statement that services were received in accordance with the Contract terms and that the contract is now available for close-out. The report shall also include a statement as to the use made of any deliverables furnished by the contractor. For contracts where delivery orders are issued, one consolidated report which addresses all actions under the contract may be submitted.

(2) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a final Contractor Performance Assessment Report (CPAR) in the CPARS with 30 days of contract completion.

(3) The COR is responsible for providing necessary assistance to the Contracting Officer in performing Contract Close-out in accordance with FAR 4.804, Closeout of Contract Files.

5. The Technical Assistant (TA), if appointed, is responsible for providing routine administration and monitoring assistance to the COR. The TA does not have the authority to provide any technical direction or clarification to the contract. Duties that may be performed by the TA are as follows:

a. Identify contractor deficiencies to the COR.

b. Review contract/delivery order deliverables, recommend acceptance/rejection, and provide the COR with documentation to support the recommendation.

c. Assist in preparing the final report on contractor performance for the applicable contract/delivery order in accordance with the format and procedures prescribed by the COR.

d. Identify contract noncompliance with reporting requirements to the COR.

e. Evaluate the contractor's proposals for specific delivery orders and identify, for the COR, any potential problems, areas of concern, or issues to be discussed during negotiations.

f. Review contractor status and progress reports, identify deficiencies to the COR, and provide the COR with recommendations regarding acceptance, rejection, and/or Government technical clarification requests.

g. Review invoices for the appropriate mix of types and quantities of labor, materials, and other direct costs, and provide the COR with recommendations to facilitate COR certification of the invoice.

h. Provide the COR with timely input regarding technical clarifications for the statement of work, possible technical direction to provide the contractor, and recommend corrective actions.

i. Provide detailed written reports of any trip, meeting, or conversation to the COR subsequent to any interface between the TA and contractor.

Past Performance Form: CONTRACTOR/SUB:

Contract Number:

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PoP:

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(with options: ________)

Contract Value:

Customer Contact:

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Customer COR:

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Company’s Contracts POC:

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Overview / Description

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Corrective Actions:

Performance Based Statement of Work Course Delivery

Human Resources Certification Preparation Program

Human Resources Center of Excellence

Graduate School of Business and Public Policy

Naval Postgraduate School

1.0 Background/Introduction:

The mission of the Naval Postgraduate School is to provide relevant and unique advanced education and research programs to increase the combat effectiveness of commissioned officers of the Naval Service to enhance the security of the United States. In support of the foregoing, and to sustain academic excellence, NPS and the Department of the Navy (DON) foster and encourage a program of relevant and meritorious research, which both supports the needs of Navy and Department of Defense. Located in Monterey, California, the Naval Postgraduate School houses state-of-the-art laboratories, numerous academic buildings, and a full service library.

The student body consists of officers from all branches of the U.S. uniformed services, civilian employees of the federal, state and local governments, as well as officers and civilians from foreign countries. Selection for graduate education at NPS is based upon outstanding professional performance, promotion potential, and a strong academic background. As an academic institution, NPS emphasizes study and research programs that are relevant to the Navy's interests, as well as the interests of other branches of the Department of Defense (DoD). The programs are designed to accommodate the unique requirements of the military, defense department and other federal agencies. The Naval Postgraduate School confers the following advanced degrees: Master of Arts Degree, Master of Business Administration, Master of Science Degree, Engineer's Degree, Doctor of Philosophy, and Doctor of Engineering. NPS also offers various academic certificate and educational short courses in defense related topics.

2.0 Scope:

The Professional in Human Resources (PHR) and Senior Professional in Human Resources (SPHR) certifications offered by HR Certification Institute (HRCI) are the only generalist HR certificates that have been validated by the Navy’s HR officer community. The certifications are independently accredited by the National Commission for Certifying Agencies (NCCA) for demonstrating compliance with the NCCA Standards for the Accreditation of Certification Programs. NCCA is the accrediting body of the Institute for Credentialing Excellence. In order to ensure the program offered is in line with HRCI and accrediting standards, Human Resources Center of Excellence (HRCOE) requires that contractor support come from an HRCI recognized Contractor. Contractor will facilitate an on-line distance learning HR Certification Preparation Course with on-site course elements at a Government provided location for two (2) cohorts consisting of thirty-five (35) students. The courses will be held during the academic year, and start March 2019, and September/October 2019.

The HRCOE, Naval Postgraduate School, Monterey, CA, requires contractual services of an experienced contractor with HRCI certified instructors to deliver HR Certification Preparation Course within an average 80-85% student success rate on the actual HRCI exam. The course shall be offered via distance learning and an on-site classroom component to prepare Navy HR officers for an accredited, validated, generalist Human Resources exam. The contractor provided preparation sessions must provide focused preparatory review and test sessions that will enhance the students’ ability to take and pass the PHR/SPHR exam.

The distance learning sessions and 4-day on-site classroom sessions shall cover the 5 PHR/SPHR body of knowledge areas: Employee and Labor Relations/Employee Engagement, Business Management/Leadership and Strategy, Talent Planning and Acquisition, Total Rewards, and Learning and Development within an interactive and responsive learning environment. The course shall be interactive, responsive, and incorporate problem-solving examples to establish a thorough understanding of the HRCI’s 5 functional areas. The contractor shall provide all course materials, lessons, and practice exams that shall be included in accordance with the tasks and deliverables. The course materials shall be approved by the Government and shipped directly to each student.

Contractor support is required to facilitate the learning objectives to the students enrolled in the course. The contractor shall monitor student’s performance throughout the academic quarter and establish a graduate level understanding of the subject matter.

The contractor will be provided with any existing and available course materials, lesson plans, sample syllabus, and lecture notes from previous deliveries of the course as Government Furnished Information (GFI). Contractor will be given access to Government provided course management websites and content.

3.0 Tasks:

Contractor support shall address and facilitate the learning objectives of the course and instill in the students a graduate level understanding of the subject matter. The contractor will be provided with any existing and available course materials, lesson plan, syllabus, course collaboration web based site, access to NPS academic tracking system, and lecture notes from previous quarters’ delivery of courses as GFI. All modifications or additions to the course content will be subject to the approval of the TPOC or TPOC designee.

The contractor shall perform the following tasks:

3.1 The contractor shall coordinate with the Technical Point of Contact (TPOC) or TPOC designee to discuss the conduct of the course to include: student demographics and culture, course materials and objectives, course alignment with overall curriculum, grading matrix, and other nuances of the educational delivery. Deliver a complete set of HRCP or equal course materials recognized and approved by the HRCOE directly to students’ addresses that are to be provided by the Government. Contractor shall incorporate any additional Government materials into the course as designated by the COR or TPOC.

3.2 The contractor shall update the course syllabus, which articulates the learning objectives, the enabling objectives, the grading criteria, and deliver it to the TPOC at a mutually agreed upon time by the Government and contractor. Students are located worldwide and each session must be accessible on platforms that are accessible by military platforms.