OPM2613R0005M0002_112912.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE PAGE OF PAGES

1 11

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

M0002 See Block 16c

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE

U.S. Office of Personnel Management Contracting Division 1900 E Street, NW, RM 1342 Washington, DC 20415-7710

U.S. Office of Personnel Management Contracting Division 1900 E Street, NW, RM 1342 Washington, DC 20415-7710

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X) 9A. AMENDMENT OF SOLICITATION

OPM2613R0005

9B. DATED (SEE ITEM 11)

11/09/2012

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 11)

CODE FACILITY CODE

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of offers Is extended Is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c)By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (IF REQUIRED)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGEORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NO. IN TTEM 10A

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, Appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF far 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The reference solicitation is hereby amended to the following:

1) Incorporate Attachment 8 - Questions & Answers

- Continued on page 2 through 11 - Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print

Antoinette M. Campbell Contracting Officer

15B. CONTRACTOR/OFFEROR 15c. DATE SIGNED 16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

/s/ 11/29/2012 (Signature of person authorized to sign) (Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

OPM2613R0005M0002

Summary of Changes

1) Amend the language of Section 1: Instructions for Preparing the Price Proposal

Delete: Offerors shall submit prices proposed as Firm-Fixed Price responses for the deliverables identified in Section 6 – Deliverables. Offerors shall submit a detailed breakdown of prices for each deliverable. In addition, a summary total amount shall be furnished for the entire project.

The successful contractor shall submit monthly invoices in equal disbursements.

Insert: Offerors shall submit prices proposed as Firm-Fixed Price responses for the deliverables identified in Section 4 – Deliverables. Offerors shall submit a detailed breakdown of prices for each deliverable. In addition, a summary total amount shall be furnished for the entire project.

The successful contractor shall submit monthly invoices in equal disbursements.

2) Amend the language of Section 6: Period of Performance

Delete: 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).

Insert: 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).

Period of Performance Timeframe Phase-In Period 2 months Base Year 10 months Option period One 12 months Option Period Two 12 months Option Period Three 12 months Option Period Four 10 months Phase-Out Period 2 months

3) Amend the language of Section 3.1 Program Management Services

Delete:

(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.

Insert:

(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.

(e) Participate in one (1) Kick-Off meeting to familiarize contract personnel with the facility, clarify communication and evaluation procedures, overview the range of courses and programs.

4) Amend the language of Section 3.3 Pre-Program Delivery

Delete: 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 Insert: The contractor 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 prior to program delivery

5) Amend the language of Section 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.

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 upon contract award.

Participate in kick-off meeting/ telecom to discuss program requirements prior to program delivery.

Submit a Finalized Agenda within 5 working days after receipt of CLD comments and prior to program delivery.

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.

6) Amend the language of Section 4.5 Deliverable Chart, 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

Contract Deliverable Description When Delivery is Due Contract Section

Finalized Agenda Within 5 days of receipt of comments prior to program delivery

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

7) Amend the language of the 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 Individual’s Qualified Records Positive/Negative

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction instructional services manager to work directly with CLD staff and faculty in providing required educational-program support.

credentials approved and individual available to begin work.

manager ready to begin acquiring instructional/pre-sentation staff to meet CLD learning requirements review and introduction to manager

Performance Evaluation

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

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

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction faculty on their first review, 90% by their second review; 100% by their third and in subsequent reviews.

better evaluations from CLD faculty after their first 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

Participate in 100% of post-program review

Attendance and/or submission

Positive/Negative

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction focused on programmatic improvement.

meetings or provide evaluation data and recommendations in support of such meetings of evaluation data and recommend ations

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.

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction

Conduct a post award 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

Conduct a Kick-off meeting within 5 working days after receipt of award prior to program delivery

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

Individual’s credentials approved and individual available to begin work.

Qualified manager ready to begin acquiring instructional/pre-sentation staff to meet CLD learning requirements

Records review and introduction to manager

Positive/Negative Performance Evaluation

Sufficient qualified instructional/pre-

Instructional, presentation and/or

At least 90% of developmental

Scheduling and

Positive/Negative

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction sentation/curricu-lum-development personnel to meet CLD program requirements.

curriculum-development personnel are available to meet CLD program requirements.

opportunities requiring contracted instructional, presentation and/or curriculum development support are fulfilled.

assignments 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 review; 100% by their third and in subsequent reviews.

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 review. [Note:

Poor performance impact also includes possible exclusion of poor performers from further work in the

Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Performance Incentive/ Reduction 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 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 and recommendations in support of such meetings

Attendance and/or submission of evaluation data and recommend ations

Positive/Negative

8) Incorporate Attachment 8: Questions & Answers, Page 75

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.

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.

(e) Participate in one (1) Kick-Off meeting to familiarize contract personnel with the facility, clarify communication and evaluation procedures, overview the range of courses and programs.

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 prior to program delivery.

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 upon contract award.

Participate in kick-off meeting/ telecom to discuss program requirements prior to program delivery.

Submit a Finalized Agenda within 5 working days after receipt of CLD comments and prior to program delivery.

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.

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…