OPM2615R0015_091715.pdf

COMBINED SYNOPSIS/SOLICITATION

This is a combined synopsis/solicitation for commercial items prepared in accordance 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 OPM2615R0015 and is issued as a Request for Proposal (RFP). This solicitation document incorporates all mandatory commercial item provisions and clauses that are in effect through Federal Acquisition Circular (FAC) FAC 2005-84 effective September 3, 2015.

The North American Industrial Classification System (NAICS) code is 611430, and the small business size standard is $11 million. This procurement is unrestricted, allowing both large and small business to submit proposals.

The U.S. Office of Personnel Management (OPM) is soliciting proposals from offerors that are capable of providing Resiliency and Energy Management training services.

The Office of Personnel Management intends to award one (1) Firm Fixed Price contract for this requirement to the offeror that represents the best value to the Government and can accommodate the requested dates as indicated in the Performance Work Statement.

(1) Performance Work Statement – Resiliency Energy Management Training Services

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 Washington D.C.; and the Western Management Development Center in Denver, 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.

OPM2615R0015

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.

Approximately seven years ago OPM and NSA created the Achieving Mission Results program (AMR). AMR is the flagship program for NSA’s mid-level leaders. The AMR focuses on the skills, knowledge, and insights required to build, lead, and manage high functioning teams with the overall outcome of developing great leaders in the Federal government. The program’s primary competencies are Understanding Self, Communication, Energy Management, Change Management, Influence and Political Savvy, and Coaching and Mentoring. Incorporated within this program is a Resiliency and Energy Management module (REM), focusing on the four dimensions (Spiritual, Mental, Emotional and Physical).

The program should include both in-residence and on-line instruction, as well as on-site health and wellness activities. Using a holistic approach (body, mind, and spirit), the program should leverage modern advances in health science and information technology. The program must be readily scalable to accommodate for the expansion of FEI programs (both in number of programs and program populations) as well as to support custom-designed programs.

2. SCOPE:

In support of its mission, WMDC is in need of a contractor to deliver Resiliency and Energy Management programs. The presentation is incorporated within leadership programs for federal mid-level managers. These programs focuses on the skills, knowledge, and insights required to build, lead, and manage high functioning teams with the overall outcome of developing great leaders in the Federal government. The programs primary competencies are Understanding Self, Communication, Energy Management, Change Management, Influence and Political Savvy, and Coaching and Mentoring.

3. GOVERNMENT FURNISHED MATERIAL/INFORMATION:

The Government will provide the following:

• Printing and assembly of notebooks for each enrolled participant; other printing such as handouts, posters, etc.

• All equipment necessary for program delivery to include audio/visual and computer equipment with Microsoft Office© “Project”, projector, sound system, slide screen, flip charts / paper, etc.

4. CONTRACTOR FURNISHED MATERIAL/INFORMATION:

The Contractor(s) will provide the following:

• Content and material for participant notebook; classroom presentation material, classroom handouts; posters, etc.

5. SUMMARY OF REQUIREMENTS:

The contactor shall be required to deliver Resiliency and Energy Management programs training services to include but not limited to the following:

5.1 DATES: Required dates are as follows:

NUMBER OF

DELIVERIES

DELIVERY DATES DELIVER LOCATIONS

2 December 13-18, 2015 Leesburg, VA 2 January 10-15, 2016 Leesburg, VA 2 January 25-29, 2016 Leesburg, VA 2 February 7-12, 2016 Leesburg, VA 2 February 22-26, 2016 Leesburg, VA 2 March 20-25, 2016 MLC-Linthicum, MD 2 April 3-6, 2016 Leesburg, VA 2 April 17-22, 2016 Leesburg, VA 2 May 15-20, 2016 Leesburg, VA 2 June 13-17, 2016 MLC-Linthicum, MD 2 July 25-28, 2016 Leesburg, VA 1 September 11-16, 2016 MLC-Linthicum, MD

1 or 2 Option 1-TBD TBD 1 or 2 Option 2-TBD TBD 1 or 2 Option 3-TBD TBD 1 or 2 Option 4-TBD TBD 1 or 2 Option 5-TBD TBD

*The contractor shall also be required to deliver one-iteration of the full day program (eight hours of instruction time) the date and locations are to be determined.

5.2 PROGRAM REQUIREMENTS: The contractor must have a program module with proven successful run time (determined by a 4.0 evaluation average) that focuses on achieving the following program objectives:

• Improve performance and increase productivity in all aspects of your business and personal life

• Acquire skills required to make energy investments in life areas that matter most

• Develop greater resilience and flexibility in the face of non-stop stress

• Explore how to effectively expand energy capacity to improve productivity

• Develop rituals to support enhanced performance and replace non-effective habits that potentially compromise success of any important objective

• Discover how to tap into a deep reservoir of energy and purpose to turn that increased energy into increased effectiveness

• Enhance personal and organizational engagement

This program module must include the following based on the premise that managing energy, not time, is the key to the following:

• Sustaining high performance

• Increasing employee engagement

• Increasing overall productivity and must be based on years of science-based research.

• Creating high performance individuals

• How to create leading high performance teams

• How nutrition and movement are related to energy management

• The program must emphasize the connection between personal purpose and daily behaviors that align to energy investments with values and benefits that represent a critical component for energy management.

This program module must also focus on teaching participants the seven paradigm shifts that include:

1. Manage time to Manage energy

2. Avoid Stress to Seek Stress

3. Life is a marathon to Life is a series of sprints

4. Downtime is wasted time to downtime is productive time

5. Rewards fuel performance to purpose fuels performance

6. Self-discipline rules to ritual rules

7. Power of positive thinking to power of full engagement

During the program participants must complete a life engagement audit, create a recovery plan to increase energy and the content must connect with the program areas of:

• The Leadership 360 Assessment

• Influence Skills

• The Everything DiSC Management Profile

• Dialogue Now You’re Talking

• Paper Plane Inc.

The program must be offered in a half day and full day of training format.

The Contractor shall be required to provide:

• 30-40 Dyna Bands or equal per session for participant exercises.

The program connects with the agency’s performance elements of Engagement and Collaboration, Critical Thinking, Leadership & Integrity and Management Proficiency and OPM’s Executive Core Qualifications (ECQs) of Building Coalitions and Leading Change.

There will be up to 30-40 participants per program. A complete outline of the proposed session shall be submitted with this application (see attachment A for required template to use). The course is to target public sector employees at mid-level management as described in section 2.0 Scope to convey the skills, knowledge and insights required to understand/comprehend the concepts of Resiliency and Energy Management, enabling them to lead more successfully.

The Contractor(s) must have extensive knowledge and experience in managing and leading in the Federal government environment evidenced by former Federal employee status or relevant academic or consulting experience in the Federal environment. A description of the individual’s or group’s expertise in, and ability to teach this course as appropriate within a medium to high level government context both in terms of content and audience. A strong background in teaching professionals is also required of the individual/group. Tangible evidence / documentation of success in teaching leadership concepts with applications to higher level professionals should be provided.

Contractor(s) must have at least five (5) years’ experience in delivering the Resiliency and Energy Management module to mid-level government employees.

6. 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 training services required to include but not limited to the following:

6.1 Deliver up to twenty three (23) half-day programs, one full day program and up to ten optional TBD program deliveries on the Resiliency and Energy Management program

6.2 Submit high-quality design and course content within three days after receipt of award (15 days prior for subsequent deliveries) including:

• A fully annotated course syllabus that includes:

(1) A clear statement of intended learning outcomes;

(2) Flexible and level-appropriate opportunities for learner interaction.

6.3 Participate in a kick-off meeting within one business day after receipt of award to review course content and discuss logistics. Meetings might include OPM account manager, OPM contract visiting program director.

6.4 Provide course materials (via email) to designated Account Manager no later than fifteen days prior to the start of the first session, and no less than 15 days prior to subsequent sessions.

6.5 Close-out each-iteration of the program by responding to any and all final inquiries or open issues within three (3) working days of the last day of the program.

6.7 After final session, participate in a thirty-minute (30) post course delivery evaluation with the account manager to discuss the program and participant feedback within five business days after receipt of Metrics that Matters© evaluation.

7. COPYRIGHTED MATERIALS:

It is the responsibility the Contractor to comply with copyrighted material laws, rules and regulations for materials they use in the performance of this contract. This includes the marking of materials and obtaining permissions to use copyrighted material. If the Contractor has developed material independent of OPM requirement and is recommending use of that material in a proposed course or program, then the Contractor is granting OPM the right to use, reproduce and distribute the material for either; a) the specific course and specific date; or b) the specific course and a specific range of time. All materials will be marked accordingly. Use of the materials for a different course and/or different time period will be negotiated separately.

Contractor proposing to use other materials that have third-party copyright restrictions are responsible for obtaining the proper permissions to use and reproduce that material the material.

The Contractor will also be responsible for ensuring the material is properly marked prior to copies being made. If a Contractor is tasked with developing or improving course materials while under a service call, then OPM has exclusive rights to any and all of that work, including improvements and developments created by the Contractor as a result of performing services.

Materials will be marked accordingly. [Note that if OPM requests the contractor to modify materials, the materials should be marked accordingly with a note to indicate “modified by Full Name, May XX, 201X, as requested by OPM.”] Contractors may not claim or otherwise use materials, courses or programs developed under this contract for their own use without express approval from OPM. For information and/or materials that are considered common property, has no original author, or was first created by an OPM staff member in the scope of their employment, the work is to be considered “in the public domain.” Contractors and OPM may not assert any proprietary rights to the document and no special markings are necessary. If use of third-party proprietary materials requires the contractor to be certified in the use of such materials, the contractor will be required to provide proof that they hold a current certification.

Note that service providers also need to make sure that e-copies of course materials are available and marked accordingly for use in any OPM e-learning platform, when applicable.

8. PURCHASE OF MATERIALS:

Where the contractor is required to provide program/class materials, such materials are subject to OPM’s approval. The contractor shall be conscientious in limiting the extent of these types of purchases to the absolute numbers and the lowest costs appropriate to achieving desired learning outcomes.

9. PERIOD/PLACE OF PERFORMANCE:

The period of performance shall be from the date of award through December 31, 2016. All work shall be conducted within the continental United States as identified by OPM. See below for specific delivery dates and locations.

NUMBER OF

DELIVERIES

DATES DELIVER

LOCATIONS

2 Dec 14, 2015 Leesburg, VA 2 Jan 11, 2016 Leesburg, VA 2 Jan 25, 2016 Leesburg, VA 2 Feb 7, 2016 Leesburg, VA 2 Feb 22, 2016 Leesburg, VA 2 Mar 21, 2016 MLC-Linthicum, MD 2 Apr 4, 2016 Leesburg, VA 2 Apr 18, 2016 Leesburg, VA 2 May 16, 2016 Leesburg, VA 2 Jun 13, 2016 MLC-Linthicum, MD 2 July 25, 2016 Leesburg, VA 1 Sep 12, 2016 MLC-Linthicum, MD

1 or 2 Option 1-TBD TBD 1 or 2 Option 2-TBD TBD 1 or 2 Option 3-TBD TBD 1 or 2 Option 4-TBD TBD 1 or 2 Option 5-TBD TBD

10. AWARD TYPE:

The Government intends to award (1) Firm Fixed Price contract as a result of this solicitation.

11. 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-

a) Describe the requirements in terms of results required rather than the methods of performance of the work;

b) Use measurable performance standards (i.e., in terms of quality, timeliness, quantity, etc.) and quality assurance surveillance plans;

c) Specify procedures for reductions of fee or for reductions to the price of a fixed-price contract when services are not performed or do not meet contract requirements; and

d) Include performance incentives where appropriate.

Offerors must complete the QASP as part of their proposal. A description of the columns and information to be entered follows below.

We will use the information provided as part of our evaluation of your offer.

(1) Deliverable: One of the deliverables described in the “Deliverables” section above.

(2) Performance Standard: The level of performance which the Government considers acceptable. A good performance standard in general should:

Measure important things;

Be simple, but not too simple;

Be auditable and capable of validation (quantifiable measures preferred, as they are less subjective);

Attainable and worth the cost;

Have a level of detail that corresponds to the intent of the stated measure and expectation;

Be consistently combined with other measures to reflect corporate priorities;

and Be controlled by the contractor.

(3) Acceptable Quality Level: The range of deviation—if any—in which the Government will consider performance to be acceptable. Each offeror must propose an Acceptable Quality Level (AQL) for each performance standard for each deliverable. If the selected offeror fails to achieve stated AQLs, OPM will reduce the offeror’s payment for the services rendered in accordance with the disincentive formula. You must enter the AQLs for each deliverable in the Performance Requirements Summary Template for each deliverable that has a performance standard.

(4) Monitoring Method

(a) This is the method OPM will use to monitor performance and determine the extent to which performance has met the standard. Offerors are encouraged to propose a sound process for verifying the accuracy of performance data on a continuing or recurring basis.

Regardless of the method or degree of monitoring, we reserve the right to audit all performance data to independently verify its accuracy.

(b) In general, we prefer monitoring methods that automatically capture measurements as part of the process and do not place a burden on either the offeror or OPM to collect and analyze data.

(5) Incentive / Price Reduction

(a) For each AQL, your proposal must specify a maximum price reduction that will take effect if you fail to meet the AQL. The proposal must also specify the formulas and decision criteria that we will use to calculate the actual amount of price reduction for the related CLIN.

(b) OPM is willing to consider proposals that include additional incentives for performance that exceeds the AQL. These incentives may be either monetary or non-monetary.

(i) For monetary incentives, your price proposal must specify a formula or set of decision criteria that we can use to calculate additional incentive payments to you.

These incentive payments will only take place if you perform above the AQL. You must specify a maximum incentive payment that we will not be required to exceed, regardless of your performance.

(ii) Some examples of non-monetary incentives that we would consider include, but are not necessarily limited to:

Revised schedule Reduced oversight Positive performance evaluation Automatic extension of contract term or option exercise (FAR Part 17 still applies) Lengthened contract term (award term contracting) or purchase of extra items (award purchase) Publish article(s) in agency newsletter or speak at agency seminars Letters of appreciation to individual employees, which may translate to bonuses Use trade space for licensing, access to agency officials, etc.

Use those FAR clauses that can be negotiated to your advantage

(c) Your selection of AQLs, incentive formula and price reduction formula will be important to our evaluation. Your response must specify the proposed method for measuring your performance against each performance standard, which we will compare to relevant industry benchmarks.

Performance Requirement Summary Template

Deliverable Performance

Standard Acceptable Quality Level

(AQL)

Method of Measuring Quality / Monitoring Method

Incentive/Price Reduction

Submit high-quality design, course content and agenda within three days after receipt of

Agenda provided within 3 days of award (15 days prior for later deliveries).

Deadline met;

satisfactory assessment and above average rating by the OPM account manager ordering the

Evaluation of design and direct observation of delivery by OPM Course Manager; direct observation by course participants. Individual effectively delivers

Positive/negative performance evaluation award and no later than 15 days for each program thereafter.

service against the stated requirements.

Customer satisfaction with service.

course with ratings from participants indicating mastery of the subject areas, successful knowledge transfer, as well as skill and attitude increase.

Participate in a kick-off meeting within one business day after receipt of award (to review course content and discuss logistics.)

Meeting conducted within one business day of award.

Deadline met;

Contractor(s) participates in meeting.

Meeting submittal date;

evaluation of the quality and content of the meeting by account manager.

Positive/negative performance evaluation

E-mail course materials to designated Account Manager no later than one day prior to initial session (NLT 15 days prior to subsequent sessions)

Proofread materials are submitted as specified and by deadlines set.

Deadline met E-mail confirmation by account manager.

Positive/negative performance evaluation

Deliver each-iteration of Resiliency and Energy Management module per Summary of Requirements.

Each delivery is rated at least 4.5 on a

5.0 scale.

Deliver each session with above average evaluation for presenter and course content / material

4.5 or above overall evaluation assessment using Metrics that Matter© evaluation for presenters, and course content / material

Positive/negative performance evaluation

Close out each iteration of the program by responding to any and all final inquiries or open issues

Each module is closed out in a timely manner.

Deadline met;

Contractor(s) responds in timely manner.

Meeting invite submittal date; evaluation of the quality and content of the meeting by account manager (other methods viable based on close out issues)

Positive/negative within three business days of the last day of each program.

Participate in thirty-minute post course review within five business days after receipt of Metrics that Matter©.

Meeting is conducted on time.

Deadline met;

Contractor(s) participates in meeting.

Meeting invite submittal date; evaluation of the quality and content of the meeting by account manager.

Positive/negative

END OF PWS

(2) List of Attachments:

Attachment 1 – Course Design Template Attachment 2 – Relevant Past Performance Questionnaire

52.212-1 Instructions to Offerors—Commercial Items APR 2014

Applies to this acquisition.

Addendum to FAR 52.212-1

1. PREPARING THE TECHNICAL PORTION OF THE PROPOSALS

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

• A narrative describing your understanding of this requirement.

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

• Indicate the initial plan to gain an understanding of OPM’s operations needs;

• Provide realistic time and staff hour and skill level estimates; and

• Describe your strategy for dealing with potential significant technical, administrative, or managerial problems that could arise, particularly those issues that impact deliverable deadlines.

(b) The offeror should describe its capability of meeting the required services as described in the

PWS.

Corporate/Team Experience

The offeror shall summarize its corporate experience (including results) with providing training services contracts similar to this solicitation that the offeror has successfully performed in the past three (3) years. The information presented shall be in sufficient detail to describe the previous experience and effectiveness of the offeror in similar or closely related work, and to demonstrate the offeror’s current ability to accomplish the tasking in this solicitation.

This summary should include:

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

• Management Experience: statement of the level of involvement, degree of success, number of resources and overall performance on efforts number of resources and overall performance on efforts involving the provision of training services similar in nature to the requirements of this project, including the resume (s) of the management resources that will be responsible for this project.

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

The offeror shall demonstrate relevant past performance on contracts currently being performed or performed within the past three (3) years from September 28, 2015, or affirmatively state that it possesses no relevant past performance. The Government will determine relevance by analyzing the “scope”, “magnitude” and “complexity” of the reference contracts and comparing them to the instant requirement. The Government reserves the right to evaluate submitted projects individually or in the aggregate in order to determine relevance and will do so consistently across all evaluated offers. The Government will also consider the quality of the Contractor’s relevant past performance.

(c) Also include the following information for three (3) contracts and/or subcontracts for requirements as similar as possible to the current requirement:

• Name of contract or project;

• Contract Number;

• Role (Prime or Subcontractor);

• Sponsoring Organization or Company;

• Contract type;

• Period of Performance;

• Total Contract Value;

• Contract Manager and telephone number;

• Program Manager and telephone number;

• Project description, scope of work performed, services or products delivered;

• Major success or accomplishments, and

• Major problems, lessons learned, and solution(s) applied if applicable.

(d) If the offeror is proposing subcontractors, the offeror must provide letters of commitment that shall include, at a minimum: (1) signatures of the principals and/or owners of the respective parties; and 2) statements on the division of tasks, relationship of the parties, and responsibilities of the parties. Offerors must submit a statement in this proposal section indicating an understanding that OPM will evaluate the data received from the team and if an award is made based upon this information, the offeror shall notify OPM of any post award substitutions/additions. The Contractor shall provide OPM with letters of commitment signed by the both parties within 15 days prior to the substitution/addition of the proposed change.

Rules concerning the makeup of teams: The Government will consider the prime offeror and their other businesses (i.e. subcontractors) as a single entity. The prime entity MUST demonstrate the capability that they are fully capable of providing the required services.

Rules concerning Joint Ventures: A Joint Venture is equivalent to a single entity and will be considered as one (1) company. Offerors proposing as a Joint Venture shall submit their agreements.

(e) The submission shall be clearly indexed and logically assembled. Each volume shall be clearly identified and shall begin at the top of a page. All pages of each volume shall be appropriately numbered and identified by the complete company name, date and solicitation number in the header and/or footer. A Table of Contents should be created. Files shall use the following Page Setup parameters:

Margins – Top, Bottom, Left, Right - 1” Gutter – 0” From Edge – Header, Footer - 0.5” Page Size, Width – 8.5” Page Size, Height – 11”

The following additional restrictions apply:

• Each paragraph shall be separated by at least one blank line.

• A standard, 11-point minimum font size applies.

• Tables and illustrations may use a reduced font size not less than 8-point and may be landscape.

Proposal page limits are as follows:

• Technical Proposal – 35 pages maximum

• Price Proposal – no page limit

(f) Proposals that exceed the page limits above will be considered non-responsive and will not be given any further consideration. Page numbers, headers and footers may be within the page margins ONLY, and are not bound by the font requirements. Company logos are prohibited with the exception of the Title Page. The page limits are applicable to graphs, tables, drawings and any other attachments submitted with the proposals and not specifically excluded by the solicitation. Any index, table of contents, glossary, company brochures, floor plans, menus, etc. will not be included in the maximum page limitation.

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

(h) Attachment 1 – Course Design Template shall be included as part of the technical proposal.

2. ADDITIONAL INSTRUCTIONS FOR PREPARING THE TECHNICAL PORTION

OF THE PROPOSAL

(a) Proposals which merely offer to conduct the work in accordance with the requirements of the Government’s scope of work will be considered non-responsive and will not be given any further consideration. The offeror must submit an explanation of the proposed technical approach in conjunction with the tasks to be performed in achieving the project objectives.

(b) Evaluation of the technical portion of proposals will be conducted by a technical review committee in accordance with the evaluation criteria stated in FAR Clause 52.212-2, Evaluation - Commercial Items (Oct 2014) below.

3. INSTRUCTIONS FOR PREPARING THE BUSINESS PORTION OF THE

PROPOSAL

PRICE INFORMATION

Offerors shall submit Firm-Fixed Price proposal responses for the each training program delivery date in the respective pricing charts below (Attachment 1). Each course shall be priced in accordance with the specifications outlined in Section 5 – Summary of Requirements.

Offerors are responsible for computing ALL calculations to determine the total proposed price per course delivery as well as, the total of all proposed course deliveries.

INFORMATION OTHER THAN PRICING DATA

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

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

PRICING

The offorer shall clarify for each line item if the unit price represents the vendor’s published prices, or lower.

SPECIAL BUSINESS PROPOSAL INSTRUCTIONS

The Government anticipates that the work will be performed at the Government’s facility.

52.212-2 Evaluation—Commercial Items (Oct 2014)

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

Non-Price Factors

• Technical Capability - To be considered responsive and eligible for award, the offeror must meet ALL of the mandatory criteria listed in the sections 5. Summary of Requirements of the Performance Work Statement. Any proposal not meeting one or more of these criteria will be considered unacceptable and will not be given any further consideration. OPM reserves the right to conduct an on-site inspection of offered facilities.

• Relevant Past Performance - The extent to which offerors' relevant past performance

(“scope”, “magnitude” and “complexity” ) demonstrates the likelihood of successful performance in delivering high quality services within scope of Performance Work Statement for the past three years that are directly relevant to this project. The Government will also consider the quality of the Contractor’s relevant past performance;

and

Price Factor

• Price

Non price factors and past performance when combined are significantly more important than price.

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

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

1. Basis for Award

The Government is conducting this source selection in accordance with the competitive negotiation source selection procedures contained in FAR Part 15.

The Government anticipates awarding a single FFP contract to the responsible offeror whose proposal represents the best value to the Government, price and other factors considered. Best value as defined in FAR Part 2, is the expected outcome of an acquisition that in the Government's estimation, provides the greatest overall benefit in response to the requirement.

The Government will conduct a tradeoff analysis using the evaluation factors listed in FAR

52.212-2 - Evaluation—Commercial Items.

In performing its trade off analysis, the Government will assess the offeror’s relative strengths, deficiencies, weaknesses, and risks. While offerors are not required to provide all the course delivery dates stated in the PWS, offerors that are capable of providing the higher number of course delivery dates, excluding the 20 optional line items, will be given more favorable consideration.

When conducting the evaluation for Relevant Past Performance, the Government may use information provided by the offeror in their proposals, as well as information obtained from other sources. Each offeror is responsible for ensuring that the information provided is thorough, accurate, and complete.

The Government reserves the right to evaluate proposals and award contracts without discussions with the offerors. Evaluations may be based on the offeror’s initial proposal.

Therefore, the offeror's proposal should contain the offeror’s most advantageous proposal from a technical and price standpoint.

2. Price

Price will be assessed for completeness and reasonableness. The Government may, at its discretion conduct a price realism Analysis for the limited purpose of assessing whether prices are 1) realistic for the work to be performed; 2) reflect a clear understanding of the requirements; and 3) are consistent with the various elements of the offeror’s technical proposal.

3. Relevant Past Performance

The Government will determine relevance by analyzing the “scope”, “magnitude” and “complexity” of the reference contracts and comparing them to this requirement. The Government reserves the right to evaluate submitted projects individually or in the aggregate in order to determine relevance and will do so consistently across all evaluated offers. The Government will also consider the quality of the Contractor’s relevant past performance.

Offerors with no past performance will result in an assignment of neither a neutral/unknown confidence rating, which will indicate neither a FAVORABLE nor UNFAVORABLE evaluation rating. In addition, if a Joint Ventures (JV) does not have any past performance as a JV or if the individual companies that comprise the JV do not have any past performance, then the JV will receive a neutral/unknown confidence rating. If the individual members do have past performance experience, then that performance will be evaluated on behalf of the Joint Venture. If the Joint Venture acts as the Prime, but has subcontractors, the subcontractor’s past performance (if there is any) will also be used in the evaluation.

4. Discussions

The Government will evaluate proposals and may award without discussions with offerors.

Therefore, the offeror's initial proposal should contain the offeror's best terms from a price and technical standpoint. Offerors may be given the opportunity to clarify certain aspects of proposals (e.g., the relevance of an offeror’s past performance information and adverse past performance information to which the offeror has not previously had an opportunity to respond) or to resolve minor or clerical errors, but not rising to the level of discussions. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary.

5. Exchanges

Exchanges with offerors after receipt of proposals do not constitute a rejection or counter offer by the government.

6. Final Proposal Revision (FPR)

If discussions are held with offerors in the competitive range, they will be conducted by the Contracting Officer (CO) in accordance with FAR Part 15. When the CO closes the discussion process, the CO will issue a request in writing, for FPR to all offerors remaining in the competitive range. Specific submission instructions for the FPR will be contained in the CO’s request for FPR.

52.212-3 Offeror Representations and Certifications—Commercial Items (MAR 2015)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) website accessed through http://www.acquisition.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (p) of this provision.

52.212-4 Contract Terms and Conditions—Commercial Items (MAY 2015).

Incorporated by reference.

Addendum to FAR 52.212-4

OPM Specific Clauses

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.

1752.209-74 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 default, debar the Contractor from Government contracting, or pursue such other remedies as may be permitted by law or this contract.

(d) The Contractor must include this clause in all subcontracts and in lower tier subcontracts unless a waiver is requested from, and granted by, the Contracting Officer.

(e) In the event that a requirement changes in such a way as to create a potential conflict of interest for the Contractor, the Contractor must:

(1) Notify the Contracting Officer of a potential conflict, and;

(2) Recommend to the Government an alternate approach which would avoid the potential conflict, or

(3) Present for approval a conflict of interest mitigation plan that will:

(i) Describe in detail the changed requirement that creates the potential conflict of interest; and

(ii) Outline in detail the actions to be taken by the Contractor or the Government in the performance of the task to mitigate the conflict, division of subcontractor effort, and limited access to information, or other acceptable means.

(4) The Contractor must not commence work on a changed requirement related to a potential conflict of interest until specifically notified by the Contracting Officer to proceed.

(5) If the Contracting Officer determines that it is in the best interest of the Government to proceed with work, notwithstanding a conflict of interest, a request for waiver must be submitted in accordance with FAR 9.503.

1752.209-75 Reducing Text Messaging While Driving (Oct 2009)

(a) In accordance with Section 4 of the Executive Order, “Federal Leadership on Reducing Text Messaging While Driving,” dated October 1, 2009, you are hereby encouraged to:

(1) Adopt and enforce policies that ban text messaging while driving company-owned or -rented vehicles or Government-owned, -leased or –rented vehicles, or while driving privately-owned vehicles when on official Government business or when performing any work for or on behalf of the Government; and

(2) Consider new company rules and programs, and reevaluating existing programs to prohibit text messaging while driving, and conducting education, awareness, and other outreach for company employees about the safety risks associated with texting while driving.

These initiatives should encourage voluntary compliance with the company’s text messaging policy while off duty.

(b) For purposes of complying with the Executive Order:

(1) "Texting" or "Text Messaging" means reading from or entering data into any handheld or other electronic device, including for the purpose of SMS texting, e-mailing, instant messaging, obtaining navigational information, or engaging in any other form of electronic data retrieval or electronic data communication.

(2) "Driving" means operating a motor vehicle on an active roadway with the motor running, including while temporarily stationary because of traffic, a traffic light or stop sign, or otherwise. It does not include operating a motor vehicle with or without the motor running when one has pulled over to the side of, or off, an active roadway and has halted in a location where one can safely remain stationary.

1752.222-70 Notice of Requirement for Certification of Nonsegregated Facilities (July 2005)

By signing this offer or contract, the contractor will be deemed to have signed and agreed to the provisions of Federal Acquisition Regulations (FAR) Clause 52.222-21, Certification of Nonsegregated Facilities, incorporated by reference in this solicitation/contract. The certification provides that the bidder or offeror does not maintain or provide for its employees, facilities which are segregated on a basis of race, color, religion, or national origin, whether such facilities are segregated by directive or on a de facto basis. The certification also provides that the bidder/offeror does not and will not permit its employees to perform their services at any location under its control where segregated facilities are maintained. FAR Clause 52.222-21 must be included in all subcontracts as well.

1752.222-71 Special Requirements for Employing Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (July 2005)

(a) If this contract contains FAR Clause 52.222-35 (Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans), your company must comply with the requirements of this clause, including the listing of employment opportunities with the local office of the state employment service system.

(b) If this contract contains FAR clauses 52.222-37 (Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans) or 52.222- 38 (Compliance with Veterans’ Employment Reporting Requirements), you are reminded that your company must comply with the special reporting requirements described in those clauses.

Your company must submit information on several aspects of its employment and hiring of special disabled and Vietnam era veterans or other veterans who served on active duty during a war or in a campaign or expedition for which a campaign badge has been authorized. You must submit this information no later than September 30 of each year, in the “Federal Contractor Veterans’ Employment Report” or VETS-100 Report. The U.S. Department of Labor has established a web site for submitting this report. The address is: http://www.vets100.cudenver.edu.

http://www.vets100.cudenver.edu/

1752.223-71 Environmentally Preferable Products and Services (July 2005)

(a) Executive Order 13423, Strengthening Federal Environmental, Energy, and Transportation Management, requires in agency acquisitions of goods and services (i) use of sustainable environmental practices, including acquisition of biobased, environmentally preferable, energy-efficient, water-efficient, and recycled-content products, and (ii) use of paper of at least 30 percent post-consumer fiber content.

(b) By signing this offer or contract, the contractor will be deemed to have signed and agreed that all goods and services provided under this contract will comply with the above requirements of Executive Order 13423.

1752.224-70 Protecting Personally Identifiable Information (Nov 2012)

(a) Applicability

This clause applies to contractor personnel and addresses specific OPM requirements in addition to those included in the Privacy Act of 1974 (5 U.S.C. 552a - the Act). The following should not be construed to alter or diminish civil and/or criminal liabilities provided under the Act.

(b) Definition of Personally Identifiable Information (PII)

Personally Identifiable Information (PII) is information that can be used to discern or trace a person's identity, such as name, social security number, biometric records, and that combined with other information, can be used to compromise the integrity of agency records relating to a person, by permitting access to unauthorized disclosure of these records. For example, a name alone would generally not constitute PII, but when linked to his or her social security number, date of birth, or mother's maiden name, would constitute PII. In other words, PII refers to any information, on any medium, that identifies a specific individual whether the information is on paper or electronic.

(c) Contract employees shall not remove PII from their individual assigned duty station without prior approval of their supervisor.

(d) All contract employees are personally responsible for the proper handling of PII, regardless of location. All contract employees must be:

• Responsible for the proper control and handling of PII residing on their computer, on removable media, and on paper documents.

• Responsible for ensuring portable data storage and communication devices are properly controlled and secured at all times and ensuring the use FIPS 140-2 compliant encryption to protect information stored on digital media during transport outside of OPM controlled areas.

• Responsible for ensuring PII data at rest is encrypted in contractor and government

Cloud computing environments.

• Responsible for the proper marking, control and storage of printouts and other paper documents…