OPM2613R0005M0001.pdf

COMBINED SYNOPSIS/SOLICITATION

Contracting Office Address: The U.S. Office of Personnel Management 1900 E Street, NW Rm. 1342 Washington, D.C. 20415

This is a combined synopsis/solicitation for a commercial service prepared in accordance with Federal Acquisition Regulation (FAR) Subpart 12.102 (g) and with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; Proposals are being requested and a written solicitation will not be issued.

The Solicitation number is: OPM2613R0005 and is issued as a Request for Proposals (RFP). This solicitation document incorporates all mandatory commercial item provisions and clauses that are in effect through Federal Acquisition Circular (FAC) 2005-61 dated October 15, 2012.

The North American Industrial Classification System (NAICS) code is 611710, and the small business size standard is $14.0 million. This procurement is set-aside for exclusively for certified 8(a) small businesses.

The Human Resources Solutions (HR Solutions)/ Center for Leadership Development (CLD) is soliciting for a contractor to provide instructional-management services for the CLD’s developmental programs, to include contract instructors, coordinators, facilitators, presenters and coaches.

Offerors are invited to submit their proposals to OPM Contracting in response to this notice by 3:00 PM Eastern Standard Time (EST), Friday, December 14, 2012. Only e-mailed requests for additional information will only be accepted at Siobhan.lawson@opm.gov through 3:00 PM EST, November 16, 2012. Quotations submitted in response to this notice shall include the solicitation number in the subject line and be signed, dated and submitted via email to Siobhan.lawson@opm.gov. Vendors not registered in the System for Award Management (SAM) database at the time the requirement is to be awarded will not be considered. Vendors may register with SAM by accessing www.sam.gov. If an offeror does not meet the requirements of filing a VETS100/100A report, the offeror must provide a screenshot from the USDOL website that VETS100/100A reporting is not required with the offeror's proposal.

The Office of Personnel Management intends to award one (1) Firm Fixed Price Contract for the Leadership for a Democratic Society (LDS) Program and Interagency (Open- Enrollment) Programs and one (1) Blanket Purchase Agreement (BPA) with Firm Fixed Price Labor Rates for Single-Agency (Custom) Programs to the offeror that represents the Best Value to the Government. The award of both the Firm-Fixed Price Contract and BPA will be to same vendor.

OPM2613R0005M0001

All communications shall be directed within the stated deadlines to the attention of:

Name: Siobhan Lawson Title: Contract Specialist Siobhan.lawson@opm.gov

U.S. Office of Personnel Management 1900 E Street NW Washington, DC 20415

NOTE: COMMUNICATIONS WITH OFFICIALS OTHER THAN THE OPM

CONTRACTING OFFICER INDICATED ABOVE, MAY COMPROMISE THE

COMPETITIVENESS OF THIS ACQUISITION AND RESULT IN THE

CANCELLATION OF THE SOLICITATION AND/OR EXCLUSION OF YOUR

PROPOSAL FROM CONSIDERATION.

STATEMENT OF OBJECTIVES

1. BACKGROUND

The Human Resources Solutions (HR Solutions) enterprise within the Office of Personnel Management (OPM) – of which the Center for Leadership Development (CLD) is a part – provides services that assist the Federal Government in achieving its missions by:

Partnering with agencies to provide effective human resource solutions that develop leaders, attract and build a high quality public sector workforce, and transform agencies into high performing organizations; and

Offering services that enhance the agencies' ability to attract and acquire specific talent.

The CLD consists of three developmental institutions: The Federal Executive Institute (FEI) in Charlottesville, Virginia; the Eastern Management Development Center in Shepherdstown, West Virginia; and the Western Management Development Center in Aurora, Colorado. A fourth organization, USA Learning, is located in the Theodore Roosevelt Building, OPM Headquarters, in Washington, District of Columbia and is also assigned to the CLD; however, it is a service provider for learning management systems and similar support functions and not a developmental institution. The CLD exists to deliver leadership-development opportunities to Federal employees in the grades GS-7 through GS-15 as well as Senior Executive Service (SES) members. Although focused on this audience, the CLD also supports students from regional, state and local governments, international executives, and limited numbers of United States uniformed military personnel and private-sector employees.

The CLD’s leadership-development services are a revolving-fund operation that obtained operational revenue exclusively from the tuition and fees charged to CLD customers and clients. The three developmental institutions comprising the CLD receive no Government appropriations and have no endowments. Further, they must remain price-competitive as client agencies are free to choose any source to meet their developmental needs. All of these factors mean that the CLD must be extremely cost conscious in developing and delivering programs. In the past, many contractors who provided services to FEI, EMDC and WMDC have done so at rates below they charge private-sector clients although, of course, they are not obligated to do so.

The CLD delivers its programs in a variety of venues and formats. Programs are offered at team-leadership, supervisor and executive levels to both single-agency and interagency audiences in resident, distance-learning and blended-learning formats. The CLD’s developmental opportunities typically fall into the following three categories: The FEI Leadership for a Democratic Society (LDS) Program, Interagency (Open-Enrollment) Programs, and Single-Agency (Custom) Programs, each described below.

a. Leadership for a Democratic Society (LDS) Program: The flagship offering for the FEI is its Leadership for a Democratic Society (LDS) program, a 4-week, resident learning experience conducted at the FEI campus in Charlottesville, VA. This program, open to senior GS-15s and SES members, focuses on executive-level leadership theory and skills and includes a wide variety of personal assessments and experiential activities.

Each year some 700 executives attend the LDS program. FEI has graduated over 20,000 participants in its 44-year history. Participants are selected by their agencies and are usually well educated, long-term Federal employees. Two-thirds have master or doctoral degrees and the average student has performed 10-15 years of government service. The course relies on small groups of executives – called “Leadership Development Teams” (LDTs) – under the tutelage of experienced, credentialed resident and adjunct faculty members. LDS includes a variety of LDT discussions and activities, small-group courses, large plenary sessions, experiential activities on- and off-campus, a robust executive-wellness program, peer and faculty feedback and one-on-one coaching. The program includes a great deal of flexibility, featuring elective courses and plenary sessions focused on participants’ particular interests. (See Attachments 1, 2, 3, 4, 5, and

6) Course information and scheduled dates for the LDS program can be found at:

https://www.leadership.opm.gov/.

b. Interagency (Open-Enrollment) Programs: FEI, EMDC and WMDC also offer interagency, open-enrollment courses. These are topical courses focused on the particular needs of Federal employees. In addition to traditional leadership and management courses, the CLD institutions address a number of other areas in these programs, to include: policy issues; the unique requirements of working with political appointees and Congress; Global Leadership, to include intercultural communications, negotiations and regional issues; and employment of technology for enhanced efficiency and effectiveness. These are short-term courses, allowing eligible senior executives (those possessing qualifications similar to those described for the LDS course above) to focus on critical skills and knowledge areas and to study and apply what they learn.

These courses are designed to meet individual needs for a multitude of leadership competencies. OPM delivers over 500 of these 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 through the SES. Agency programs range from one-time leadership-focused professional development opportunities to long-term relationships. Refer to the OPM website at www.leadership.opm.gov for additional information on OPM’s programs, services and leadership development centers. These programs are offered on-site at the CLD’s three centers (FEI, EMDC and WMDC), at contracted venues across the country and/or online via distance- and/or blended-learning. Course information and scheduled dates for the Open Enrollment Program can be found at: https://www.leadership.opm.gov/.

c. Single-Agency (Custom) Programs: A third area of developmental offerings is the CLD’s single-agency programs. These are in essence customized developmental offerings designed, developed and delivered to meet the specific needs of single-agency customers/clients. Typically these programs are built from elements of the LDS or interagency courses but have, at times, also included organizational intercessions, coaching and mentoring, communication skills, and strategic and succession planning.

These offerings can range from one-on-one executive coaching, to one-day courses with a single facilitator, to organizational interventions and strategic-planning sessions, to multiple-day or multiple-session programs, to the institutions assuming responsibility for a client agency’s entire personnel-development training program. These programs are offered at the host agency’s location, on-site at the CLD’s three centers (FEI, EMDC and WMDC), at contracted venues across the country and/or online via distance- and/or blended-learning. Course information and scheduled dates shall be provided upon issuance of a Request for BPA Call Proposal.

2. SCOPE

In support of its mission, the CLD requires a contractor to provide instructor management services for the LDS, interagency open enrollment and custom programs, to include instructors, coordinators, facilitators, presenters and coaches.

GOVERNMENT FURNISHED MATERIAL/INFORMATION

The Government shall provide the contractor with the following:

a. Curriculum Design Templates. In order to support curriculum design and standardization of products across the CLD’s many developmental opportunities, the contractor shall employ standardized templates and CLD-appropriate “branding” of all courseware. Templates and branding information will be provided by the CLD.

b. Resident (Face-to-face) Learning. For resident learning experiences, the CLD will either provide or ensure the availability of support services and state-of-the-art learning centers with the latest in instructional technology required for the delivery of courses and services.

c. Distance/Blended Learning. For distance- and/or blended-learning experiences, the CLD will either provide or ensure the availability of state-of-the-art learning management system platforms leveraging instructional technology commensurate with that used in academia across the U.S., and appropriate collaborative tools for the delivery of courses and services. Instructors teaching in the CLD online environment will receive access to and instruction in the use of the CLD’s learning management system and associated tools.

d. Office Space. The CLD will provide suitable office space, a telephone, a computer and computer-network access and printer capability to the contractor’s onsite representative at the CLD headquarters, and suitable office space, a telephone, computer-network access when work requires the program manager’s onsite presence at one of the two other CLD learning centers (WMDC and EMDC). The program manager will need to be onsite for program scheduling meetings that cannot be conducted effectively via telecommunications.

e. Lodging/Meals. The CLD will provide onsite lodging for adjunct faculty traveling more than 35 miles to deliver instruction. If no onsite lodging is available, the CLD will secure accommodations at a local, commercial establishment. In addition, the CLD will provide one meal per day

f. Performance Data. The onsite representative will receive summative reports of student feedback for classroom and online presentations to aid in periodic performance evaluations.

g. Branding. The onsite representative will receive applicable logos and other appropriate branding materials to ensure that curriculum materials reflect appropriate CLD hosting organization for each curricular offering.

3. SUMMARY OF REQUIREMENTS

The contractor shall be required to provide instructor management services to include but not limited to the following:

3.1 Program Management Services

The contractor shall recruit, train and manage instructors, coordinators, facilitators, and curriculum designers, developers and deliverers to prepare and deliver courses for the CLD’s three developmental centers.

(a) Maintain and manage a database that includes the instructor’s credentials, past student evaluation ratings and other observations and evaluations that will be used and managed by the instructional manager, in conjunction with the CLD staff, to validate instructors’ preparedness to design, develop and deliver the programs and courses required. This database should also include instructor performance data, reviewable by both the instructor manager and CLD personnel. Contractor employees identified as instructors must meet the requirements identified herein. As OPM programs are approved for college credit at the undergraduate and graduate level by the American Council on Education (ACE), the vendor will ensure that teaching faculty has credentials commensurate with this level of accreditation.

(b) Obtain personnel to accomplish the following tasks (additional details provided in the attachments):

Design, develop and deliver curriculum (See Attachments 1 and 2) Instruct/Teach/Deliver curriculum/programs (See Attachment 2) to include:

Assign readings Review, assess and evaluate project work Interact with students either face-to-face or online through threaded discussions and related methods. Online instructor-student interaction will be asynchronous;

however, there may be instances where telephone contact is required, particularly for incoming LDS executives, custom programs and Federal employees enrolled in distance-learning courses (although primary contact with distance-learning students will be via a Learning Management System).

Deliver a wide variety of offerings as described elsewhere in this request for proposals. It is critical and expected that contracted educators will enrich and customize the instructional environment through inclusion of personal experiences and lessons learned as they interact with their students.

Coordinate and/or facilitate CLD programs Specific personnel requirements for the range of tasks required are identified in the attachments to this request for proposals.

(c) Provide recommended instructors to the CLD within a specific timeframe upon receiving the CLD’s request for instructional support. Anticipated timeframes for response are addressed in “Deliverables,” below.

(d) The contractor shall be required to add (offeror must propose the number of additions for each in their proposal) instructors, coordinators, facilitators, and curriculum designers, developers and deliverers to the database on an annual basis.

3.2 Program/Course Instructors, Presenters, Speakers and Curriculum Developers:

The contractor shall provide instructors, coordinators, facilitators and curriculum designers, developers and deliverers to design, develop, prepare and/or deliver classes, courses, presentations and/or lectures for the CLD’s developmental programs, detailed in the attachments to this request for proposals. Instructor duties include: assigning readings, reviewing project work and interacting with students either face-to-face or online through threaded discussions or other collaborative tools although some there may be instances where telephone contract is required, particularly for incoming LDS executives and some single-agency (custom) programs. Typically, online instructor-student interaction will be asynchronous, leveraging a learning management system for curriculum delivery and the exchange of information back and forth between participants and adjunct faculty members. It is critical and expected that contracted educators will enrich and customize the instructional environment through the inclusion of personal experiences and lessons learned as they interact with program participants. Instructors’ credentials will be tracked in a database managed by the instructional manager in conjunction with the CLD staff and faculty. Contractor employees identified as instructors must meet the requirements identified within this request for proposals. (See Attachment 2)

3.3 Pre Program Delivery

The contract shall:

Participate in one (1) Kick-Off meeting/ telecom to discuss logistics, expectations, and program content.

Submit a Finalized Agenda within 5 working days after receipt of CLD comments

3.4 Program Delivery

The contractor shall:

Provide a qualified program manager to work directly with CLD staff and faculty in providing required educational-program support.

Provide sufficient qualified instructional/presentation/curriculum-development personnel to meet CLD program requirements.

Deliver top-quality teaching, coordination, facilitation, coaching and other related services. (See Attachments 2, 3, 4 and 5)

Provide “after-action” reports on programs supported. These reports should include but are not limited to the following topic areas:

Location Instructor Course/Program Titles Number of participants Number of contact hours Feedback received from participants, instructors or others Problems/challenges noted with the venue, support, materials, equipment, participants, logistics, etc. (if any) Recommendations for improvement (if applicable)

Design, develop and deliver (executable) curriculum

3.5 Post Program Delivery

The contractor shall:

Participate in post program review on a periodic basis. This may include cover items including services ordered under the contract, the evaluations of program participants, faculty and staff and other comments of relevance to satisfactory performance. The purpose of any 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 individual instructors/course-designers, coaches, etc., for future work.

3.6 Labor Categories

The offeror is required to submit labor categories that will be used in providing Instructor Management Services Solutions as a result of this solicitation. Each labor category shall include a description of the roles and responsibilities inherent in the category as well as the demonstrated skill or expertise. In addition, the offeror shall provide an hourly rate for each category to be used in both the Firm-Fixed price contract and BPA award.

Category Description Instructor A relevant master's degree from an accredited institution or equivalent experience and professional recognition;

Interest in and demonstrated or presumptive potential for effective teaching, research, consultation, and other scholarly and professional activities.

Assistant Professor

A relevant earned doctoral degree from an accredited academic institution or equivalent experience and professional recognition;

Demonstrated or presumptive potential for effective teaching, research, consultation, and other scholarly and professional activities.

Associate Professor

A relevant earned doctoral degree from an accredited academic institution or an appropriate terminal professional or academic degree;

Evidence of sustained teaching effectiveness; research, scholarly, creative, and professional activities including publication in appropriately recognized professional journals (normally refereed archival), books, or monographs;

Discipline-related community service; and Normally, no less than 5 years of significant professional experience, normally including a minimum of 3 years of full-time university-level teaching at the rank of Assistant Professor.

Professor A relevant earned doctoral degree from an accredited academic institution or an appropriate terminal professional or academic degree;

Evidence of maturity as a scholar;

An established outstanding reputation in an academic discipline demonstrated through broad recognition of research and service accomplishments, including publications in appropriately recognized professional (normally refereed archival) journals, books, or monographs; and

At least 10 full years of applicable professional experience, normally including no less than 10 years of full-time university-level teaching with a minimum of 3 years at the rank of Associate Professor.

The title “professor” implies national or international recognition and significant contributions as a demonstrated leader in one’s field.

Specialty - Unique

Qualifications

A relevant earned doctoral degree from an accredited academic institution or an appropriate terminal professional or academic degree, or equivalent experience in the specialty field;

An established outstanding reputation in the specific area of research/activity demonstrated through broad recognition of research and service accomplishments, including publications in appropriately recognized professional (normally refereed archival) journals, books, or monographs.

“Specialty” presenters are those whose experiences, research, publications, or other qualification make them so unique that substitution is simply not possible.

3.7 Phase-In/ Phase Out Transition Continuation of Services

Transition Periods. The contractor shall prepare a detailed Phase-in/ Phase-out Operations Plan, not to exceed a period of two months, to include how the plan to transition personnel during this period and its associated price for both phases, to be submitted with the proposal. The transition period shall consist of two phases, Phase -In for service transition between the incoming and outgoing contractors, and Phase-Out for service transition between the outgoing and incoming contractors, as required. At the sole option of the Government, the phase-in/phase-out periods may commence either 30 days prior to the expiration or immediately upon termination of the contract term, or any extension thereof.

4. DELIVERABLES

The contractor shall provide all management, supervision, labor, materials, supplies and equipment (except as otherwise specified); and shall plan, schedule, coordinate, and assure the efficient performance of all instructor management services. These services shall be in accordance with specifications stated in the Summary of Requirements and include, but are not limited to the following:

4.1 Instructor Management Services

Provide an instructional services manager who, with the CLD’s approval, will secure qualified instructors, facilitators, etc.; schedule, assess and evaluate instructors; and provide instructional-management for instructional personnel (respond to queries, provide logistics and personnel support, pay, etc).

Add new CLD-approved and qualified instructors, coordinators, facilitators, and curriculum designers, developers and deliverers to the database on an annual basis.

Participate in one (1) Kick-Off meeting/ telecom to discuss logistics, expectations, and program content.

Submit a Finalized Agenda within 5 working days after receipt of CLD comments

Provide a qualified program manager to work directly with CLD staff and faculty in providing required educational-program support.

Provide sufficient qualified instructional/presentation/curriculum-development personnel to meet CLD program requirements.

Deliver top-quality teaching, coordination, facilitation, coaching and other related services.

Provide “after-action” reports on programs supported.

Design, develop and deliver (executable) curriculum Participate in post-program reviews on a periodic basis.

NOTE: CLD will typically attempt to notify the vendor no less than four (4) weeks prior to the delivery date; however, in all instances, CLD will maximize the notification time for the request to facilitate selection of best-qualified instructors to meet developmental requirements. The contractor shall provide the names and biographies of the recommended instructors to the CLD within one month of the program for support of the LDS and interagency (open enrollment) programs. For the single-agency (custom) programs, contractors shall provide the names and biographies of the recommended instructors within two weeks of the program. However, depending on the clients request and time allotted, there may be additional lead time for providing the deliverables.

4.2 Blanket Purchase Agreements Call Deliverables

All applicable call deliverables, their required delivery dates, destination of delivery, and schedule for completion of work to be performed will be specified in calls issued under this BPA, as applicable.

All deliverables submitted in electronic format shall be specified in each call and free of any known computer virus or defects. If a virus or defect is found, the initial deliverable will not be accepted. The replacement file shall be provided within two (2) business days after notification of the presence of a virus.

Each BPA-level and BPA Call-level deliverable shall be accompanied by a cover letter from the Contractor on Company letterhead. Multiple deliverables may be delivered with a single cover letter describing the contents of the complete package.

In the event the Contractor anticipates difficulty in complying with any contract-level delivery schedule, the Contractor shall immediately provide written notice to the OPM Contracting Officer. For any call level deliverable, the Contractor shall provide written notification immediately to the OPM Designated Program Manager and Customer Agency. Each notification shall give pertinent details, including the date by which the Contractor expects to make delivery; provided that this data shall be informational only in character and that receipt thereof shall not be construed as a waiver by the Government of any contract delivery schedule, or any rights or remedies provided by law or under this contract.

In the event that a Contractor is non-compliant in submission of deliverables, the Government will reflect the non-compliance in the Contractor’s past performance report.

4.3 Key Personnel Contact Report

In accordance with 1752.209-71, the Contractor shall provide a listing of Key Personnel and contact information as part of their response to this solicitation, within 15 days of any change in Key Personnel, and annually to coincide with exercise of contract option periods.

4.4 Teaming Agreement Changes

The contractor shall submit requests for changes to the Teaming Agreement and the proposed written agreement in writing at least 30 days in advance to the Contracting Officer for approval. The Contracting Officer shall confirm receipt of the request and respond with approval or rejection in writing within 15 days of receipt.

4.5 Deliverables Chart

Pre Contract Award

Contract Deliverable Description When Delivery is Due Contract Section

Phase-In/ Phase-Out Operations Plan Part of proposal in response to solicitation

3.7

Key Personnel Report Part of proposal in response to solicitation

4.3

Quality Assurance Surveillance Plan relative to contract level deliverables

Part of proposal in response to solicitation 9

VETS – 100/100A Report Part of proposal in response to solicitation

1752.222-71

Post Contract Award

Contract Deliverable Description When Delivery is Due Contract Section

Finalized Agenda Within 5 days of receipt of comments

3.3

After action reports Upon request 3.4

Key Personnel Report Within 15 days of contract award and any key personnel change

4.3

Teaming Agreement Changes 30 days prior to change 4.4

Redacted electronic copy of base contract

No later than five business days after contract award

1752.224-71

Redacted electronic copy of BPA Calls No later than five business days after task order award

1752.224-71

VETS – 100/100A Report No later than December 31st of each contract year

1752.222-71

Certificate of Policy of Insurance Within 10 days of contract award

1752.228-70

5. TRAVEL

Travel by air shall be negotiated at a fair and reasonable price, not to exceed coach fare.

The costs for meals and incidental expenses incurred by contractor personnel shall be considered to be reasonable and allowable to the extent they do not exceed, on a daily basis, the per diem rates set forth in the Federal Travel Regulations (FTR). Travel by privately owned vehicle shall be at the current GSA approved mileage rate. Traveling expenses within a 35- mile radius of a selected delivery facility/location will not be reimbursed.

No local travel costs will be paid for program personnel working onsite at the Office of Personnel Management, the Federal Executive Institute, 1301 Emmet Street, Charlottesville, Virginia; The Eastern Management Development Center, 239 Lowe Drive, Shepherdstown, West Virginia; and The Western Management Development Center, Cherry Creek Place, 3151 South Vaughn Way, Suite 300, Aurora, Colorado.

Except as indicated above, the contractor will be reimbursed for actual travel expenses incurred, in accordance with the FTR. If the contractor or its representatives incurs travel costs in excess of the amount negotiated and agreed upon for each activity, they do so at their own expense.

OPM will accommodate instructors in rooms on the FEI campus, EMDC and WMDC locations.

Thus, you should not include hotel costs in your cost proposal. If it is not possible to house you at the selected Training Center, you will be reimbursed for lodging expenses, in accordance with

FTR.

OPM will provide for one meal per day at the selected training center. The contractor will be reimbursed for their other meals, in accordance with FTR.

6. PERIOD OF PERFOMANCE

The Period of Performance for the firm fixed price contract and BPA shall be for a period of five years (base year plus four one-year option periods).

7. PLACE OF PERFORMANCE

The CLD’s developmental programs are offered on-site at the CLD’s three centers (FEI, EMDC and WMDC), at contracted venues across the country and/or online via distance-and/or blended-learning.

The contractor must also ensure that its on-site, face-to-face representative, to be located at the CLD headquarters in Charlottesville, Virginia, possesses a thorough understanding of higher-education administration, to include online education, as well as skills in human-resource management to include: hiring, performance evaluations, scheduling, travel, pay, and terminations.

NOTE: Course information and scheduled dates for the LDS and Open Enrollment programs can be found at: https://www.leadership.opm.gov/. Course information and scheduled dates for the Single Agency Custom Program shall be provided upon issuance of a Request for BPA Call Proposal.

8. AWARD TYPE

The government intends to award one (1) Firm Fixed Price Contract for the Leadership for a Democratic Society (LDS) Program and Interagency (Open-Enrollment) Programs and one (1) Blanket Purchase Agreement (BPA) with Firm Fixed Price Labor Rates for Single-Agency (Custom) Programs.

9. QUALITY ASSURANCE SURVEILLANCE PLAN

Note: the following Quality Assurance Surveillance Plan (QASP) is OPM’s codification of its method of implementing FAR 37.601, which requires that performance-based contracts or task orders-

Deliverable

Performance Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction

Conduct a Kick-off meeting within 5 working days after receipt of award

Meeting conducted in a timely manner

Scheduled meeting within 1 day after receipt of award

Meeting invite receipt date

Positive/Negative Performance Evaluation

Submit a Finalized Agenda within 5 working days after receipt of CLD comments

Finalized Agenda submitted within 5 working days

Finalized Agenda submitted within 5 working days

Signed approval from OPM

AM

Positive/Negative Performance Evaluation

Provide a qualified instructional services manager to work directly with

Individual’s credentials approved and individual available

Qualified manager ready to begin acquiring instructional/pre-

Records review and introduction to manager

Positive/Negative

Evaluation

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction

CLD staff and faculty in providing required educational-program support.

to begin work. sentation staff to meet CLD learning requirements

Sufficient qualified instructional/pre-sentation/curricu-lum-development personnel to meet CLD program requirements.

Instructional, presentation and/or curriculum-development personnel are available to meet CLD program requirements.

At least 90% of developmental opportunities requiring contracted instructional, presentation and/or curriculum development support are fulfilled.

Scheduling and assignments

Positive/Negative Performance Evaluation

Penalties for non-compliance are as follows:

>90 available, 10% of the cost of obtaining a substitute

Add new CLD-approved and qualified instructors, coordinators, facilitators and curriculum designers, developers and deliverers to the database on an annual basis.

New instructional and instructional-development personnel are offered for CLD consideration and approval and added to the database for employment in CLD programs.

A percentage of new personnel are rotated onto the roster of available instructional and instructional-development personnel as stipulated in the vendor’s proposal.

Scheduling and assignments

Positive/Negative

Deliver top-quality teaching, coordination, facilitation, coaching and other related services.

Instruction, coordination, facilitation and/or coaching are delivered on-schedule and are properly targeted to achieve desired outcomes.

90% Of instructors, coordinators, facilitators and/or coaches achieve

4.2 ratings or better in student evaluations. 75% Receive satisfactory or better evaluations rating from CLD faculty on their first review, 90% by their second

Individuals effectively deliver courses, increase knowledge levels of participants and achieve desired learning outcomes.

Positive/Negative Performance Evaluation

Penalties for non-compliance are as follows:

A 5% penalty will be assessed against those personnel who to receive satisfactory or better evaluations from CLD faculty after their first

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction review; 100% by their third and in subsequent reviews.

review. [Note:

Poor performance impact also includes possible exclusion of poor performers from further work in the same or other areas.]

Provide “after-action” reports on programs supported

“After-action reports” prepared and delivered in narrative form to appropriate CLD personnel within 30 days of program conclusion.

Reports prepared and delivered on 100% of programs supported with 90% or more received on time.

Report review and feedback

Positive/Negative

Designed, developed and deliverable (executable) curriculum

Customer satisfaction with curriculum.

Satisfactory rating by the CLD faculty and staff requesting the curriculum-development service, using the requirements in the service call as the reference for content and standards of curriculum design and educational principles as standards for the developmental approach.

100% Of the curriculum delivered is deliverable (executable) without extensive modification as determined by CLD faculty and staff. 75% Of the curriculum delivered receives student-feedback ratings of 4.2 or higher on standardized assessments.

Direct observation by CLD faculty and staff, and program participants.

Ratings and feedback from participants indicate successful delivery of the subject area and coverage of achievement learning outcomes.

Positive performance evaluation and the opportunity to do future business. Up to 2% of the service fee will be reduced based on degree of re-work required and/or negative feedback received from observers of the service, program staff, and/or client agency.

Participate in post-program reviews on a periodic basis.

Contribute pertinent facts and observations focused on programmatic improvement.

Participate in 100% of post-program review meetings or provide evaluation data

Attendance and/or submission of evaluation data and

Positive/Negative

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction and recommendations in support of such meetings recommend ations

LIST OF ATTACHMENTS

Attachment 1 – Curriculum Development

Attachment 2 – Curriculum Deliver (Teaching & Facilitating)

Attachment 3 – Coordination Services

Attachment 4 – Speakers and Plenary Presenters, Assessments and Experiential Activities

Attachment 5 – Coaching Services

Attachment 6 – Leadership for a Democratic Society (LDS) Program Content

Attachment 7 – Past Performance Questionnaire

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 the contractor to remove contractor employees from working on this contract 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, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest (OCI), as defined in FAR 9.5, Organizational and Consultants Conflicts of Interest, or that the Contractor has disclosed all such relevant information.

(b) The Contractor agrees that if an actual or potential OCI is discovered after award, the Contractor shall make a full disclosure in writing to the Contracting Officer.

This disclosure must include a description of actions, which the Contractor has taken or proposes to take, after consultation with the Contracting Officer, to avoid, mitigate, or neutralize the actual or potential conflict.

(c) The Contracting Officer may terminate this contract for convenience, in whole or in part, if it deems such termination necessary to avoid an OCI. If the Contractor was aware of a potential OCI prior to award or discovered an actual or potential conflict after award and did not disclose or misrepresented relevant information to the Contacting Office, the Government may terminate the contract for…