RFP_Crisis Leadership Course_FINAL.pdf

Crisis Leadership Course Request for Proposals

(RFP)

Solicitation No.

OPM26-12-R-0004

January 18, 2012

United States Office of Personnel Management

Solicitation # OPM26-12-R-0004

OFFICE OF PERSONNEL MANAGEMENT

REQUEST FOR PROPOSALS (RFP)

OPM26-12-R-0004

Crisis Leadership Course

A. INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

1. PURPOSE

The purpose of this combined synopsis/solicitation is to solicit proposals for the design, development, and delivery of a one-week crisis leadership course for senior level public sector managers and executives in the skills, knowledge and insights required for them to lead groups and organizations successfully through times of crisis. The seminar is part of the curriculum provided by the U.S. Office of Personnel Management’s (OPM) Federal Management and Leadership Institute (FMLI), formerly known as the Management Development Centers. The course will be offered residentially at both FMLI locations and potentially on the road in a variety of regional and agency-specific settings across the United States. The Government’s requirements are further described in the attached Statement of Work (SOW), Attachment 1.

2. BACKGROUND

See Attached Statement of Work (Attachment 1).

3. METHOD OF ACQUISITION

The U.S. Office of Personnel Management’s, Federal Management and Leadership Institute – East (FMLI-E), formerly referred to as Eastern Management Development Center (EMDC), and Contracting anticipates awarding multiple Firm Fixed Price Purchase Orders for the design, development, and delivery of approximately (3) crisis leadership seminars throughout FY 2012.

4. NUMBER OF AWARDS

It is anticipated that multiple awards will be made to multiple successful offerors as a result of this solicitation. What this means is that the award will include the design, development and delivery of that specific offering. OPM reserves the right to award to one vendor for the full scope of the project. However, multiple vendors may be deemed acceptable for multiple delivery dates.

5. DATE OF AWARD

It is anticipated awards will be made on or about February 10, 2012.

6. PERIOD OF PERFORMANCE

The specific periods of performance for award are itemized in the SOW, Attachment 1.

7. COMMITMENT OF PUBLIC FUNDS

The Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds in connection with the proposed acquisition. Any other commitment, either explicit or implied, is invalid.

8. COMMUNICATIONS PRIOR TO AWARD

All communications shall be directed to the attention of:

Name: Shannon G. Kennedy Title: Contract Specialist Address: U.S. Office of Personnel Management Eastern Management Development Center

239 Lowe Drive Shepherdstown, WV 25443 Phone: (304) 870-8065 Fax: (304) 870-8061 E-mail address: shannon.kennedy@opm.gov

All questions must be submitted to Shannon Kennedy via email no later than 3:00 p.m. Eastern Standard Time (EST) on Monday, January 23, 2012.

Communications with other officials may compromise the competitiveness of this acquisition and result in cancellation of the requirement.

9. PREPARATION COSTS

This RFP does not commit the Government to pay for the preparation and submission of a quotation.

B. GENERAL INSTRUCTIONS TO OFFERORS

1. INSTRUCTIONS TO VENDORS

(a) Definitions (As used in this provision):

Discussions are negotiations that occur that may, at the Contracting Officer's discretion;

result in the offeror being allowed to revise its quotation.

In writing or written means any worded or numbered expression which can be read, reproduced, and later communicated, and includes electronically transmitted and stored information.

Quotation modification is a change made to a quotation before the solicitation's closing date and time, or made in response to an amendment, or made to correct a mistake at any time before award.

Quotation revision is a change to a quotation made after the solicitation closing date, at the request of or as allowed by a Contracting Officer as the result of negotiations.

Time, if stated as a number of days, is calculated using calendar days, unless otherwise specified, and will include Saturdays, Sundays, and legal holidays. However, if the last day falls on a Saturday, Sunday, or legal holiday, then the period shall include the next working day.

(b) Amendments to solicitations

If this solicitation is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendment to this solicitation by the date and time specified in the amendment(s).

(c) Submission, modification, revision, and withdrawal of quotations:

(1) Only electronic mail (email) submissions are expected through this solicitation.

(2) The first page of the quotation must show--

(i) The solicitation number;

(ii) The name, address, and telephone and facsimile numbers of the offeror (and electronic address if available);

(iii) A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and agreement to furnish any or all items upon which prices are offered at the price set opposite each item;

(iv) Names, titles, and telephone and facsimile numbers (and electronic addresses if available) of persons authorized to negotiate on the offeror's behalf with the Government in connection with this solicitation; and

(v) Name, title, and signature of person authorized to sign the quotation. Quotations signed by an agent shall be accompanied by evidence of that agent's authority, unless that evidence has been previously furnished to the issuing office.

(3) Late quotations and revisions.

(i) Any quotation received after the exact time specified for receipt of quotes will not be considered unless it is the only quotation received.

(ii) Any modification or revision of a quotation or response to request for information, including any final quotation revision, is subject to the same conditions of this provision.

(iii) Notwithstanding paragraph (c)(3)(i) of this provision, a late modification or revision of an otherwise successful quotation that makes its terms more favorable to the Government will be considered at any time it is received and may be accepted.

(iv) Quotations may be withdrawn by written notice received at any time before award.

(v) If an emergency or unanticipated event interrupts normal Government processes so that quotations cannot be received at the office designated for receipt of quotations by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of quotations will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(4) Quotations submitted must be on an all-or-none basis, e.g., quotations that propose to provide any item or combination of items shall be determined to be nonresponsive.

(5) Quotations submitted in response to this solicitation shall be in English and in U.S.

dollars.

(6) Offerors may submit modifications to their quotations at any time before the solicitation closing date and time, and may submit modifications in response to an amendment, or to correct a mistake at any time before award.

(7) Offerors may submit revised quotations only if requested or allowed by the

Contracting Officer.

(8) Quotations may be withdrawn at any time before award. Withdrawals are effective upon receipt of notice by the Contracting Officer.

(d) Quotation expiration date. Quotations in response to this solicitation will be valid for a period of 60 calendar days.

(e) Restriction on disclosure and use of data. Offerors that include in their quotations data that they do not want disclosed to the public for any purpose, or used by the Government except for evaluation purposes, shall:

(1) Mark the title page with the following legend: This quotation includes data that shall not be disclosed outside the Government and shall not be duplicated, used, or disclosed--in whole or in part--for any purpose other than to evaluate this quotation.

If, however, a purchase order is awarded to this offeror as a result of--or in connection with-- the submission of this data, the Government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting purchase order. This restriction does not limit the Government's right to use information contained in this data if it is obtained from another source without restriction. The data subject to this restriction are contained in sheets [insert numbers or other identification of sheets]; and

(2) Mark each sheet of data it wishes to restrict with the following legend: Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this quotation.

(f) Purchase order award.

(1) The Government intends to award purchase orders to the responsible offeror(s) whose quotation represents the best value after an evaluation is conducted in accordance with the factors in the solicitation.

(2) The Government may reject any or all quotations if such action is in the

Government's interest.

(3) The Government may waive informalities and minor irregularities in quotations received.

(4) The Government shall evaluate quotations and may award without discussions with offerors. Therefore, the offeror's initial quotation should contain the offeror's best terms from a cost or price and technical standpoint. Offerors may be given the opportunity to clarify certain aspects of proposals (e.g., the relevance of an offeror’s past performance information and adverse past performance information to which the offeror has not previously had an opportunity to respond) or to resolve minor or clerical errors, but not rising to the level of discussions. The Government reserves the right to conduct discussions and/or site visits to eligible locations if the Contracting Officer later determines them to be necessary.

(5) The Government reserves the right to make an award on any item for a quantity less than the quantity quoted, at the unit cost or prices quoted, unless the offeror specifies otherwise in the quotation.

(6) Exchanges with offerors after receipt of a quotation do not constitute a rejection or counteroffer by the Government.

(7) The Government may determine that a quotation is unacceptable if the prices proposed are materially unbalanced between line items. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques. A quotation may be rejected if the Contracting Officer determines that the lack of balance poses an unacceptable risk to the Government.

2. POTENTIAL AWARD WITHOUT DISCUSSIONS

The Government reserves the right to award without discussions if the Contracting Officer determines that the initial offer is fair and reasonable and that discussions are not necessary.

3. ORDERING TERMS AND CONDITIONS

The offeror must specify the line item price quotations for each requirement in response to this solicitation.

4. PURCHASE ORDER TERMS AND CONDITIONS

Any Purchase Order, awarded as a result of this solicitation shall be subject to the terms and conditions stated.

5. PRIVACY ACT

The Privacy Act of 1974 (P.L. 93-579) requires that a Federal agency advise each individual whom it asks to supply information, the authority which authorizes the solicitation, whether disclosure is voluntary or mandatory, the principal purpose for which the information is intended to be used, the uses outside the agency which may be made of the information, and the effects on the individual, if any, of not providing all or any part of the requested information.

Providing the information requested is entirely voluntary. The collection of this information is for the purpose of conducting an accurate, fair, and adequate review prior to a discussion as to whether to award a Delivery Order.

Failure to provide any or all of the requested information may result in a less than adequate review.

In addition, the Privacy Act of 1974 (P.L. 93-579, Section 7) requires that the following information be provided when individuals are requested to disclose their social security number.

Provision of the social security number is voluntary. Social security numbers are requested for the purpose of accurate and efficient identification, referral, review and management of OPM acquisition programs.

The information provided by you may be routinely disclosed for the following purposes:

(a) To the cognizant audit agency and the General Accounting Office for auditing.

(b) To the Department of Justice as required for litigation.

(c) To respond to congressional inquiries.

(d) To qualified experts, not within the definition of Department employees, for opinions as a part of the review process.

6. SELECTION OF VENDOR

You are advised that Best Value Firm Fixed Price Purchase Orders will be made to the offeror(s) that the Government determines to represent the best value and results in the lowest overall cost alternative (considering price, special features, administrative costs, etc.) to meet the Government’s needs. The evaluation criteria to be used by the Government are described in Section F, EVALUATION FACTORS FOR AWARD, below.

7. ALTERNATE PROPOSALS

You may, at your discretion, submit alternate proposals, or proposals which deviate from the requirements; provided, that you also submit a proposal for performance of the work as specified in the statement of work. Such proposals may be considered if overall performance would be improved or not compromised and if they are in the best interests of the Government.

Alternative proposals, or deviations from any requirements of this solicitation, shall be clearly identified.

8. QUOTATION DUE DATE & NUMBER OF COPIES OF THE QUOTATION

Your quotation shall be organized as specified in Section B., GENERAL INSTRUCTIONS TO OFFERORS; Section C., INSTRUCTIONS FOR PREPARING THE TECHNICAL PORTION OF THE QUOTATION; and Section D., INSTRUCTIONS FOR PREPARING THE BUSINESS PORTION OF THE QUOTATION; and submitted by electronic mail (e-mail) no later than 12:00 p.m., Eastern Standard Time (EST) on Wednesday, February 1, 2012 to the contracting officer specified in Section A, Block 8. In the subject line type “Solicitation OPM26-12-R-0004 – Crisis Leadership Course.”

Technical and Pricing proposals MUST be in two separate volumes. Each of the parts shall be separate and complete, so that evaluation of one may be accomplished independently of and concurrently with the evaluation of the others.

9. PURCHASE ORDER TYPE

The Government intends to issue Firm Fixed Price Purchase Orders for commercial services as a result of this solicitation (reference Federal Acquisition Regulation Part 12, Acquisition of Commercial Items).

This is a Best Value acquisition, where technical merit is significantly more important than price.

We reserve the right to award purchase orders to technically superior contractors who are higher in cost. When technical proposals are evaluated and found essentially technically equal, price may become the determining factor. We also reserve the right to issue a purchase order to other than the technically superior contractor if we determine the potential cost savings of that contractor offset the differing technical evaluation scores and represents the best value to the Government.

The awarded purchase orders shall contain the attached OPM Specific Clauses (Attachment 3).

10. ORAL PRESENTATIONS

You are advised that offerors responding to this solicitation may be invited to provide oral presentations to the Government after the Government completes its initial evaluation of your proposal. The Contracting Officer will set the date and time for the oral presentation. The oral presentation will be presented to the Contracting Officer and the technical evaluation panel. An outline of your presentation and the name(s) and telephone number(s) of the individual authorized to conduct the presentation shall be sent to us prior to the presentation date.

The oral technical proposal must be adequate to demonstrate how you propose to comply with the requirements of this solicitation, along with a full explanation of techniques and procedures to be followed.

C. INSTRUCTIONS FOR PREPARING THE TECHNICAL PORTION OF THE

QUOTATION

1. PREPARING THE TECHNICAL PORTION OF THE QUOTATION

(a) The offeror shall include in its quotation a discussion of the offeror's proposed technical approach to respond to the requirements in the statement of work (SOW). Present clear and convincing evidence that you understand the scope of work as described in the SOW, and that your technical approach to accomplishing this work is sound. Include:

• A narrative describing your understanding of this requirement.

• A description of your technical expertise for meeting the requirements of this solicitation. Your narrative should, at a minimum:

o Indicate the initial plan to gain an understanding of OPM’s curriculum needs;

o Discuss the anticipated methodology to complete the work described in the

SOW; and o Provide realistic time and skill level estimates.

(b) In addition to its proposed technical approach, the offeror shall summarize its corporate experience (including results) with Federal government crisis leadership course deliveries similar to this solicitation that the offeror has successfully performed in the past three years.

The information presented shall be in sufficient detail to describe the previous experience and effectiveness of the offeror in similar or closely related work, and to demonstrate the offeror’s current ability to accomplish the tasking in this solicitation.

This summary should include:

• Firm Experience: statement of the offering firm’s level of involvement, degree of success, number of resources and overall performance on efforts involving the provision of course design and delivery similar in nature to the requirements of this project.

• Experience of Available Resources: statement of the level of involvement, degree of success, number of resources and overall performance on efforts involving the provision of Federal government writing courses similar in nature to the requirements of this project, including the provision of resumes of resources that will be available for this project.

• Resumes: In addition to the above submission, the offeror shall include in its response to the statement of work a resume for each key person proposed for the project. Individual resumes shall be no more than two pages in length.

Resumes shall include the following:

1. Name of person;

2. Proposed function, or role in the curriculum design (to include session delivery);

3. Education (including, in reverse chronological order, colleges and/or technical schools attended (with dates), degree(s)/certification(s) received, major field(s) of study, and/or approximate number of total class hours);

4. Experience (including, in reverse chronological order, area(s) of work in which a person is qualified, to include concise descriptions of experience for each module proposed, and

5. Certification that the information contained in the resume is correct and accurate.

(c) The submission shall be clearly indexed and logically assembled. Each volume shall be clearly identified and shall begin at the top of a page. All pages of each volume shall be appropriately numbered and identified by the complete company name, date and solicitation number in the header and/or footer

(d) Offeror(s) are responsible for including sufficient details to permit a complete and accurate evaluation of each proposal. Each file of the proposal shall consist of a Table of Contents, Summary Section and the Narrative discussion. The Summary Section shall contain a brief abstract of the file. Proprietary information shall be clearly marked.

2. ADDITIONAL INSTRUCTIONS FOR PREPARING THE TECHNICAL PORTION

OF THE QUOTATION

(a) Quotations which merely offer to conduct the work in accordance with the requirements of the Government’s scope of work will be considered nonresponsive. The offeror must submit an explanation of the proposed technical approach in conjunction with the tasks to be performed in achieving the project objectives.

(b) Evaluation of the technical portion of quotations will be conducted by a technical review committee in accordance with the evaluation criteria stated in F. EVALUATION FACTORS FOR AWARD below.

D. INSTRUCTIONS FOR PREPARING THE BUSINESS PORTION OF THE

QUOTATION

1. PRICE INFORMATION

Offerors shall submit a detailed breakdown of estimated labor hours and rates by tasks to be performed as itemized in the statement of work. In addition, a summary total amount shall be furnished for the entire project.

The business portion of the quotation must contain sufficient information to allow the Government to perform a basic analysis of the proposed price of the work.

Prices quoted shall be fixed unit prices (per labor hour) per labor category (i.e, design, facilitation, session delivery, and other line items from the statement of work).

2. INFORMATION OTHER THAN PRICING DATA

The vendor shall submit sufficiently detailed information to permit the Contracting Officer and authorized representatives to evaluate the offer.

Unless otherwise stated in this solicitation, the information may be submitted in the offeror’s own format.

3. PRICING

The Government shall evaluate quotations and may award without discussions with offerors.

Therefore, the offeror's initial quotation should contain the offeror's best terms from a cost or price and technical standpoint.

E. PAST PERFORMANCE INSTRUCTIONS

Offerors shall submit the following information as part of their proposal for both the offeror and/or proposed major subcontractors:

1. Offerors shall submit a list of 3 references. Contracts listed may include those entered into by the Federal Government and/or agencies of state and local governments. Offerors that are newly formed entities without prior contracts should list contracts and subcontracts as required above for all key personnel.

The reference list shall include the following information for each contract and subcontract:

a. Name of contracting activity:

b. Contract Number (if known):

c. Contract Type:

d. Total Contract Value:

e. Contract Work:

f. Contracting Officer and telephone number:

g. Program Manager and telephone number:

h. Administrative Contracting Officer, if different from item f:

i. List of major Subcontractors:

2. The offeror may provide information on problems encountered on the contract and subcontracts identified in 1. above and corrective actions taken to resolve those problems.

Offerors should not provide general information on their performance on the identified contracts.

General performance information will be obtained from the references.

3. The offeror may describe any quality awards or certifications that indicate the offeror possesses a high-quality process for developing and producing the product or service required. If the award or certification is over three (3) years old, present evidence that the qualifications still apply.

4. Offerors should notify each of their private-sector (commercial) references that they may be contacted by the OPM and authorize them to provide the past performance information requested. References other than those identified by the offeror may be contacted by the Government, and the information received from them may be used in the evaluation of the offeror’s past performance.

F. EVALUATION FACTORS FOR AWARD

1. GENERAL

The award decision will be based upon a best value determination, and offers will be evaluated primarily for technical approach and capability, and secondarily their total proposed price to perform the services specified and provides the required deliverables listed in the SOW.

2. EVALUATION CRITERIA

In determining which offer represents the best value and results in the lowest overall cost alternative (considering price, special features, administrative costs, etc.) to meet the Government’s needs, the Government shall evaluate responses using the following evaluation criteria that are listed in descending order of priority:

• Proposed technical approach;

• Subject matter knowledge/Staff Credentials;

• Availability

• Past Performance (with references).

o Experience conducting crisis leadership seminars.

o Experience working with Federal government audiences.

• Price.

Technical factors 1, 2, 3 and past performance, when combined are significantly more important than price. In addition to the technical evaluation of proposals, OPM reserves the right to request specific information from individual contractors who are designated as part of the competitive range for this requirement. Revised content, exploratory meetings, and/or in depth course shadowing may be requested as a result of the evaluation process.

G. ATTACHMENTS TO THE RFP

1. Statement of Work

2. OPM Specific Clauses

3. FAR Clauses

END OF SOLICITATION

ATTACHMENT 1

CRISIS LEADERSHIP WORKSHOP

STATEMENT OF WORK

BACKGROUND: The U.S. Office of Personnel Management’s (OPM) mission is to ensure the Federal Government has an effective civilian workforce. In support of its mission, OPM offers leadership development courses and services to Federal, state, local and international governments. OPM has established two leadership institutes, the Federal Executive Institute in Charlottesville (FEI), Virginia; and the Federal Management and Leadership Institute (FMLI) with locations in Shepherdstown, West Virginia and Aurora, Colorado. OPM also offers training at the OPM Headquarters in Washington, D.C. and other cities around the globe.

OPM’s Federal Management and Leadership Institute (FMLI), formerly known as the Management Development Centers, provides cutting edge, research-based, interagency Management and Leadership training to government professionals. FMLI courses showcase knowledge, skills, and insights from the perspective of government leadership and are linked specifically to OPM’s Leadership Competencies and Executive Core Qualifications. They are developmental in nature and are designed specifically for individuals working at defined levels of responsibility. The OPM mission here is to prepare talented individuals for high level responsibilities in government and to ensure that the U.S. public is served by a highly skilled and knowledgeable government.

Most OPM courses taught for high level managers and leaders are recognized by the American Council on Education as having the equivalent content and rigor as similar courses taught in U.S.

Universities. One week courses of this nature are recognized as being the equivalent of 2 graduate level credits.

OPM delivers over 500 open enrollment programs and courses a year for an estimated 20,000 government employees and individualized programs for over 120 government agencies. OPM’s open enrollment programs are designed to build the leadership capacity of employees as they progress from entry level leadership positions to the Senior Executive Service. Agency programs range from one time leadership-focused professional development opportunities to long term relationships involving leadership development academies. Refer to the OPM website at www.leadership.opm.gov for complete information on OPM’s programs, services and leadership development centers.

OPM leadership services are a revolving fund operation that obtains operational revenue exclusively from the tuition and fees charged its customers. Open enrollment programs are taught at the college and executive education levels with many accredited for undergraduate and graduate level credit. Currently, the courses and services are designed and delivered by its full time faculty and staff supported with the support of nearly 400 adjunct faculty and service providers.

Custom programs are requested from agencies throughout the year. Open enrollment programs are scheduled and announced in an annual catalog and on the OPM website. New courses may be added and existing courses may be dropped throughout the year in response to customer needs and demand for programs. A description of the services sought by OPM is explained in the following sections.

SCOPE: The objectives of this activity are to provide and deliver a one-week course for senior level public sector managers and executives in the skills, knowledge and insights required for them to lead groups and organizations successfully through times of crisis. The course will be offered both residentially at both FMLI locations as well as on the road in a variety of regional and agency-specific settings across the United States.

APPLICABLE DOCUMENTS: Not applicable.

GOVERNMENT FURNISHED MATERIAL/INFORMATION: OPM will provide normal classroom supplies and materials (pencils, pens, paper, flip charts, markers, etc), support services, and state of the art learning centers with the latest in instructional technology required for the delivery of courses and services.

CONTRACTOR FURNISHED MATERIAL/INFORMATION: The contractor will be expected to provide all instructors, printed materials, books and videos required for the course.

SUMMARY OF REQUIREMENTS: A description of the individual’s or group’s expertise in--and ability to teach this course as appropriate within a high level government context both in terms of content and audience. Academic and experience credentials must be commensurate with a course taught at the highest levels of government and faculty must be able to draw from both their expertise and experience with local, national and international levels of crisis. A strong background in teaching professionals is also required of the individual/group.

Documentation of success in teaching crisis leadership to high level professionals should be provided.

A complete outline of the proposed one week Crisis Leadership Course must be submitted with this application. The course is to be targeted for senior level public sector managers and executives and to convey the skills, knowledge and insights required for them to lead groups and organizations successfully through times of crisis. The outline should make clear that the course will be/have:

• Government to Government Design. The Crisis Leadership course is to be specifically for leaders in the public service. In keeping with adult learning principles, case studies, simulations other learning exercises and materials should be drawn largely from the government/public sector. Instructor teams for the program should have both in-depth subject matter expertise, as well as public sector understanding of complex public sector challenges, and demonstrated success in leading through crisis situations. They should have in-depth knowledge and background that allows them to relate key points and examples from a broad spectrum of government agencies and initiatives.

• Support the following learning objectives:

• Ability to assess different models of decision-making for appropriate crisis resolution in a wide range of settings and contexts

• Develop skills in formulating objectives and strategies under pressure and for complex situations

• Ability to organize and lead a crisis management team, marshal resources and make informed, ethical decisions

• Develop strategic approaches for analyzing information in high-pressure situations and managing risk

• Adapt and develop normal team-building, development and decision-making abilities to the demands of a crisis situation

• Identification of and strategy development for avoiding tendencies such as "groupthink" decisions that often emerge when groups are under extreme pressure

• Identify personal strengths when threatened and how these might be applied, as well as where personal strengths will not be sufficient and one will need to work collaboratively.

• Manage relationships with all relevant stakeholders before, during and after a crisis

• Higher Level Learning Objectives and Level-Appropriate Teaching Strategies. The resulting course should demonstrate the potential to fulfill graduate level credit recognition requirements of the American Council on Education. In brief, this means rigor, level-appropriateness and quality. The course design should support a participant’s ability to apply, analyze, and synthesize a crisis problem solving approach using new skills and insights.

• Flexible design that easily supports teaching in a variety of settings, to include on-the-road venues as well as blended learning.

• Flexible opportunities for participant interaction with each other and with instructors, such as case studies, simulations, guest speakers, videos and discussions.

• Varied opportunities for participants to practice new skills in appropriately challenging activities and receive feedback.

• Resources and materials that are accessible to and usable by learners in accordance with the Americans With Disabilities Act?

• Built in class evaluation strategies that target Kirkpatrick levels 1 and 2, and, if possible, 3.

DELIVERABLES:

A. A fully annotated course syllabus that includes a:

(1) clear statement of intended learning outcomes;

(2) module by module description of learning content that is appropriate to those outcomes;

(3) clear expectations of learner activities, and level of participation; and

(4) flexible and level-appropriate opportunities for interaction.

B. A description of the elements of the course, instructional methods, technologies, and context and explanation of how these complement each other in support of the learning objectives?

C. An explanation of which technologies will be chosen (if any); and how technology will be used within the course to support learning outcomes, subject matter content, and why this choice is appropriate to the learning objectives and characteristics and needs of the participants.

D. A fixed rate quote, to include developmental costs, materials- and delivery costs per class to include all services for a class of up to 35 individuals.

QUALITY ASSURANCE SURVEILLANCE PLAN:

A. Background: The quality assurance surveillance plan (QASP) describes how OPM will monitor and evaluate contractor performance. This QASP describes in more detail how services will be evaluated and the consequences of performance below requirements. Contractor performance will be evaluated by OPM staff, customers, and participants attending the course or program. OPM performance scores are established each year in it performance plans. The success of OPM programs therefore is directly linked to the success of contractors providing or assisting OPM faculty and staff in the design and/or delivery of programs and services.

B. Purpose: The QASP describes the general level of performance that will be acceptable for each type of service listed in the solicitation. Specific performance objectives and conditions will vary according to the service delivery agreements negotiated with OPM customers.

C. Roles and Responsibilities of Contracting Officer and Contracting Officers Representative (COR) and OPM staff: The OPM Contracting Officer will award the contract for services to contractor(s) that best meet OPM requirements. The contract will include the specific services to be provided by the contractor, the location for delivery of service, the time and dates for the services, and the agreed to or set price to be paid.

The COR will provide on-site instruction to the contractor as needed and will monitor the delivery of courses or programs or observe the delivery of other services. Contractor flexibility in making adjustments in delivery of services is required and expected. Changes in the requirements of staff and customers may occur and may result in cancellation of an order and/or rescheduling of services. These changes will be communicated to the contractor by the COR or OPM staff managing the activity.

D. Acceptable Quality Levels and how performance will be measured:

Contract Service

Description of Satisfactory Quality

Method of Measuring Quality

Incentive/Price Reduction

Area Prepared Course Delivery

Customer satisfaction with service.

Satisfactory rating by the OPM staff ordering the service against the stated requirements.

Direct observation by OPM program staff, faculty and course participants. Ratings and feedback from participants indicate successful interpersonal skill and mastery of the subject area. Individual effectively delivers course and increases level of knowledge of participants.

Up to 2 percent of the honorarium or service fee will be reduced based on degree of negative feedback received from observers of the service, program staff, and/or client agency.

E. End of Service Debriefing and Evaluation of Services: The OPM staff will meet with contractors following the delivery of a program or service or when a debriefing can be mutually arranged to discuss the contractor’s performance. The review will cover services delivered, the reactions of program participants, faculty and staff and other comments of relevance to satisfactory performance. The purpose of the program debrief is to improve the quality of services, establish better understanding of expectations for services, modify service to better meet future requirements, and determine suitability of the contractor for future work.

F. Termination or Succession of contract: The Contracting Officer upon the recommendations of the COR may not request further services from contractors that do not meet quality performance levels based on degree of negative feedback received from observers of the service, program staff, and/or client agency.

G. Contracting Officers Representative (COR) and Evaluation Staff:

The evaluation of service is most important to OPM. Input for performance evaluations will be actively sought by the COR and OPM staff that are part of the service area and have contact with the service provider. The customer or client agency will play an important part in the evaluation process. Technical knowledge, delivery of service, strong interpersonal skills and ability to effectively communicate with and get along with customers, faculty, and staff are critical aspects of quality service that are measured by the evaluation staff.

DELIVERY SCHEDULE: The Crisis Leadership course will be delivered a minimum of three times during FY 2012:

• Mar 5-9, ‘12 @ EMDC, Shepherdstown, WV

• May 21-25, ‘12 @ WMDC, Aurora, CO

• Aug 20-24, ‘12 @ EMDC, Shepherdstown, WV

Depending on agency demand, the course may be offered at additional times throughout this period.

END OF STATEMENT OF WORK

ATTACHMENT 3

OPM-Specific Clauses

1752.200-70 On-Site Working Conditions (July 2005)

(a) OPM facilities are smoking restricted workplaces. Due to the nature of the work, facilities, and requirements, contractor staff may only smoke outside in designated smoking areas.

(b) Normal operating hours are 7:00 am to 5:30 pm, Monday through Friday. Meeting task objectives within specific timeframes may require the working of extended/overtime hours.

Any extended hours must be authorized in advance, and certified as worked by the task Government Project Manager(s).

(c) Government personnel observe the following days as holidays:

New Year’s Day January 1 * Martin Luther King’s Birthday Third Monday in January President’s Day Third Monday in February Memorial Day Last Monday in May Independence Day July 4* Labor Day First Monday in September Columbus Day Second Monday in October Veterans Day November 11 Thanksgiving Day Fourth Thursday in November Christmas Day December 25*

* If the date falls on a Saturday, the Government holiday is the preceding Friday. If the date falls on a Sunday, the Government holiday is the following Monday.

(d) In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Presidential Inauguration Day

• Any other day designated by the President’s Proclamation

(e) It is understood and agreed between the Government and the Contractor that observance of such days by Government personnel shall not otherwise be a reason for an additional period of performance, or entitlement of compensation except as set forth within the contract. In the event the Contractor's personnel work during the holiday, they may be reimbursed by the Contractor, however, no form of holiday or other premium compensation will be reimbursed either as a direct or indirect cost, other than their normal compensation for the time worked. This provision does not preclude reimbursement for authorized overtime work if applicable to this contract.

(f) When the Federal, State, Local or other Governmental entity grants excused absence to its employees, assigned Contractor personnel may also be dismissed. The Contractor agrees to continue to provide sufficient personnel to perform critical tasks already in operation or scheduled, and must be guided by the instructions issued by the CO or COR.

(g) If Government personnel are unavailable due to furlough or any other reason, the Contractor must contact the CO or the COR to receive direction. It is the Government's decision as to whether the contract price/cost will be affected. Generally, the following situations apply:

(1) Contractor personnel who are able to continue contract performance (either on-site or at a site other than their normal workstation), must continue to work and the contract price shall not be reduced or increased.

(2) Contractor personnel who are not able to continue contract performance (e.g., support functions) may be asked to cease their work effort. This may result in a reduction to the contract price.

1752.204-70 Contractor Personnel Security Requirements (Jan 2008)

(a) The U.S. Office of Management and Budget (OMB) Memorandum M-05-24, referenced in paragraph (a) of FAR 52.204-9, Personal Identity Verification of Contractor Personnel, is available on-line at http://www.whitehouse.gov/omb/memoranda/fy2005/m05- 24.pdf.

(b) The Government may require security clearances for performance of this contract.

The Contractor must obtain these clearances before beginning work on the contract (OPM will not allow Contractor employees without clearance in any of its facilities). The Contractor must obtain these clearances by using the eQIP system. If satisfactory security arrangements cannot be made with the Contractor, the required services must be obtained from other sources.

(c) The level of classified access required will be indicated on DD-254 or other appropriate form incorporated into each request requiring access to classified information.

Contractors are required to have background investigations for suitability if they occupy positions of trust (e.g., systems administration) even if they do NOT have access to classified information.

(d) Necessary facility and/or staff clearances must be in place prior to start of work on the contract

(e) Contractors are responsible for the security, integrity and appropriate authorized use of their systems interfacing with the Government and or used for the transaction of any and all Government business. The Government, through the Government's Contracting Officer, may require the use or modification of security and/or secure communications technologies related to Government systems access and use.

(f) The Government, at its discretion, may suspend or terminate the access and/or use of any or all Government access and systems for conducting business with any/or all Contractors when a security or other electronic access, use or misuse issue gives cause for such action. The suspension or termination may last until such time as the Government determines that the situation has been corrected or no longer exists.

1752.205-70 Announcement of Contract Award (July 2006)

OPM complies with FAR 5.3, Synopses of Contract Awards, in terms of synopsizing and publicly announcing contract awards. These actions take place at the time of, and not before, the contract is awarded. Contract award, in this case, means signature of the contractual document by the Contracting Officer and forwarding of the contractual document to the contract awardee.

If the contract awardee wishes to make a separate public announcement, the awardee must obtain the approval of the Contracting Officer prior to releasing the announcement, and must plan to make announcement only after the contract has been awarded.

1752.209-70 Contractor Performance Capabilities (July 2005)

The Contractor must be capable of performing all the tasks described in the Statement of Work. The Government shall not be liable for any costs or other involvement in the purchase, repair, maintenance or replacement of Contractor items used to implement or comply with requirements of the contract. Likewise, the Government shall in no way be held accountable by the Contractor for the Contractor’s inability to perform under this Contract due to Government technology implementations and or changes.

1752.209-71 Contractor’s Key Personnel (July 2005)

(a) In order to ensure a smooth and orderly start up of work, it is essential that the key personnel specified in the Contractor's proposal be available on the effective date of the contract.

If these personnel are not made available at that time, the Contractor must notify the Government Contracting Officer and show cause. If the Contractor does not show cause, the Contractor may be subject to default action.

(b) The Contractor shall not of its own will remove or replace any personnel designated as "key" personnel without the written concurrence of the cognizant Contracting Officer. Prior to utilizing employees other than specified personnel, the Contractor shall notify the Government Contracting Officer and the COR. This notification must be no later than five (5) calendar days in advance of any proposed substitution and must include justification (including resume(s) of proposed substitution(s)) in sufficient detail to permit evaluation of the impact on contract performance.

(c) Substitute personnel qualifications must be equal to, or greater than, those of the personnel being substituted. If the Government Contracting Officer and the COR determine that the proposed substitute personnel is unacceptable, or that the reduction of effort would be so substantial as to impair the successful performance of the work under the contract, the Contractor may be subject to default action. If deemed necessary by the Government, substitute personnel must be given a one-(1) day orientation by Contractor personnel at no additional cost to the Government and with no change in the delivery schedule.

(d) In the event that the performance of assigned Contractor personnel or any substitute(s) is determined by the Government to be unsatisfactory at any time during the life of the Contract, the Government reserves the right to request and receive satisfactory personnel replacement within five (5) calendar days of receipt by the Contractor of written notification.

Notification will include the reason for requesting replacement personnel.

(e) The Contractor-supplied personnel are employees of the Contractor and under the administrative control and supervision of the Contractor. The Contractor, through its personnel, shall perform the tasks prescribed herein. The Contractor must select, supervise, and exercise control and direction over its employees (including subcontractors) under this Contract. The Government shall not exercise any supervision or control over the Contractor in its performance of contractual services under this contract. The Contractor is accountable to the Government for the action of its personnel.

(f) The Contractor is herewith notified that employee recruiting and employee retention practices shall be monitored on a regular basis.

1752.209-72 Qualifications of Contractor’s Employees (July 2005)

The Contracting Officer may require dismissal from work of those employees which he/she deems incompetent, careless, insubordinate, unsuitable or otherwise objectionable, or whose continued employment he/she deems contrary to the public interest or inconsistent with the best interest of national security. The Contractor must fill out, and cause each of its employees on the contract work to fill out, for submission to the Government, such forms as may be necessary for security or other reasons. Upon request of the Contracting Officer, the Contractor's employees must be fingerprinted. Each employee of the Contractor who works on this contract shall be a citizen of the United States of America, or an alien who has been lawfully admitted for permanent residence as evidenced by Alien Registration Receipt Card Form 1-151, or who presents other evidence from the Immigration and Naturalization Service that employment will not affect his/her immigration status.

1752.209-73 Standards of Conduct (June 2006)

(a) Personnel assigned by the contractor to the performance of work under this order must be acceptable to the Government in terms of personal and professional conduct. Contractor personnel shall conform to standards of conduct as follows:

(1) No contractor employees shall solicit new business while performing work under this order.

(2) The contractor and its employees shall not discuss with unauthorized persons any information obtained in the performance of work under this order.

(b) Should the continued assignment to work under this order of any person in the contractor’s organization be deemed by the Contracting Officer to conflict with the interests of the Government, that person shall be removed immediately from assignment, and the reason for removal shall be fully documented in writing by the Contracting Officer. Employment and staffing difficulties shall not be justification for failure to meet established schedules, and if such difficulties impair performance, the contractor may be subject to default.

1752.209-74 Organizational Conflicts of Interest (July 2005)

(a) The Contractor warrants that, to the best of the Contractor’s knowledge and belief,…