PM TRAINING SERVICES IDIQ 02032021.pdf

9 February 2021

Indefinite Quantity Project Management Training and Services

1. A&E Contract No.:

eProjects WON: 1652622

Project Title: Project Management Training & Professional Services

References:

(a) A Guide to the Project Management Body of Knowledge PMBOK Guide 6th Edition, Project Management Institute

(b) NAVFAC PM Community Management Framework

Attachments:

(a) NAVFAC PM Community Management Framework

2. NAVFAC Project Manager (PM) / COR:

Mr. Aaron Phillips, NAVFAC HQ, Code CI 2, 202-421-8444 (Internet E-Mail: aaron.s.phillips@navy.mil)

The PM is authorized by the Contracting Officer to perform general oversight and technical administration of the negotiated contract. In that position the PM may provide in-scope direction to the A&E, and assures the terms of the negotiated services. The PM will administer the scope and NAVFAC corporate and outside agency interface.

The PM is also the point of contact on technical matters.

3. NAVFAC Contract Specialist:

(Internet E-Mail: linda.stein@navy.mil)

The Contract Specialist is responsible for all contract terms, changes or deviations requiring contract adjustments.

No changes to the contact scope will be made or additional work authorized without the prior approval of a Contracting Officer.

4. Background

Naval Facilities Engineering Command (NAVFAC) executes diverse facility projects around the globe in support of the warfighter. Project execution and mission accomplishment depend upon highly qualified project teams, led and managed by highly competent Project Managers (PM). NAVFAC currently has access to a number of online project management training providers. Despite the valuable training we garner from these online sources there are a number of drawbacks to our current online training opportunities. The three primary drawbacks are the inability for students to benefit from class dynamics and student teacher interaction; inability to customize courses specific to NAVFAC and NAVFAC’s internal processes; current IT can sometimes make online training clumsy, disjointed, and ineffective. Because of these we need to maintain training diversity and ensure we have access to online, dynamic virtual training, and instructor led training so that employees reap the benefits of blended training opportunities.

Additionally, NAVFAC has a number of Project Management internal tools, templates, and references, such as the

NAVFAC Capital Improvements Project Management Manual (reference (a)). We also have a variety of PM templates, such as, Project Management Plans, Risk Registers, Stakeholder Agreements, Project Charters, etc. that need to be updated and streamlined. Often in order to improve, update, or align these references with private sector standards we need access to industry experts in project and program management. Leveraging these experts can ensure our documents stay aligned with current best practices while still meeting NAVFAC requirements.

Finally, NAVFAC has implemented an internal NAVFAC Project Manager Certification Program. Continual access to project and program management training will be vital to supporting this program.

5. General Contract Information Execute Each Task Order (TO) under this contract in accordance with the requirements and attachments provided in this Basic Indefinite Quantity (IQ) Contract Statement of Work. In cases where the Basic IQ Contract Statement of Work does not provide adequate guidance, specific guidance will be provided in the applicable TO Statement of Work.

a. Each project assigned under this contract shall be issued via a Contract Task Order

b. Each task order will include the following:

1) A numerical designation

2) Period of performance and schedule of deliveries

3) Description of the work to be performed

4) Sufficient funds to commence work immediately upon receipt of the task order

c. Task order shall not allow for any changes to the terms or conditions of this contract. Where any language in the task order may suggest a change to the terms of the contract, the Contractor shall immediately notify the Contracting Officer

d. Any task order issued during the effective period of this contract and not completed within that period shall be completed within the timeframe specified in the task order

6. Project Scope:

6.1. Scope Description:

6.1.1. Certification Training. The Vendor shall provide pre-pricing for all courses related to Project Management Institute (PMI) certifications. Pre-pricing will include student course resources, PMI references and guides, manuals, etc., the price of delivering the training, and all other incidentals required to deliver the training, i.e. butcher block, projection equipment, markers, notepads, etc. Price shall be provided as a unit price per student. The anticipated class size range expected is from 10-25 students per class. Pre-pricing shall be provided for both live face-to-face instructor led training, and live instructor led virtual training. If applicable, Price should not include travel and associated per diem. These prices will be negotiated for each task order under this contract. Price shall not include facility needs required to provide the training. Facility logistical needs will be furnished by the Government, unless specifically stated otherwise in the contract task order. These courses include certifications for:

PMI Certifications

Project Management Professional (PMP) Program Management Professional (PgMP) Certified Associate in Project Management (CAPM) Professional in Business Analysis (PBA) Risk Management Professional (RMP) Scheduling Professional (SP)

6.1.2. Custom Project Management Training. The Vendor will provide Project Management training in the areas of Technical Project Management, Leadership, Risk Management, Strategic Business Management and other related areas. These courses will be negotiated on a task order by task order basis. Fees for this training will be negotiated using the labor categories shown in section 13.

6.1.3. Project Management Criteria, Process, Tools and Template Support. Provide professional services support in the development of NAVFAC Project Management Criteria, NAVFAC Project Management Processes, Tools and Templates. Support shall be founded on standard industry practices for Project

Management and based on the Project Management Institute’s Project Management Body of Knowledge, and tailored to fit NAVFAC’s organizational process assets and Enterprise Environmental Factors. This support will be negotiated on a task order by task order basis.

6.1.4. Training Surveys. At the conclusion of all training/coursework provided under this IDIQ, the vendor shall conduct and provide a training evaluation to each student. Once surveys have been completed and compiled, the vendor shall provide copies to the NAVFAC Project Manager/COR.

7. Descriptions / Specifications

7.1. Conditions. The Contractor shall, in conformance with the terms and conditions hereinafter set forth, provide all of the necessary management, personnel, services, material, equipment, and facilities (except as otherwise specified) to perform the work identified in paragraph 5 and further detailed in the individual task order scopes of work. All material and student resources required for the training shall be delivered to the Government’s training coordinator prior to the training

7.2. Specific Requirements. Specific requirements including work to be performed, location of work, required documentation and submittals for each individual task order will be identified in the scope of work for each specific task order.

7.3. Site Access. Individual task orders may require contractor personnel to have physical access to Navy or DoD installations and other properties which may be owned, occupied or otherwise of interest to the Government.

Contractor is required to identify and make necessary arrangements sufficiently in advance of any such onsite work to ensure that contractor personnel and vehicles/equipment will be admitted to the site(s) without impact to cost or schedule. This includes (as appropriate) all necessary documentation, clearances, passes, etc.

including passports, citizenship documentation, security clearances, special insurance, driver’s licenses or equivalent Government-issued identification cards, guest passes and/or escorts for personnel and vehicles, and/or DoD-issued Common Access Cards (CACs). Refer to Paragraph 8 for specific information on CAC cards.

7.3.1. Passports. Work at some locations may require travel outside the United States; therefore, personnel required to work at such locations must possess valid passports. Contractor is reminded that new passports may take six weeks or more to process and that passports that expire within six months of travel dates may present problems. Contractor shall be alert to all current US Customs and State Department requirements and advisories regarding international travel and passport requirements. Government representatives of this contract will not be able to intervene to expedite passport issuance or renewal.

7.3.2. Citizenship. Certain installations and facilities or sub-areas within facilities may have citizenship requirements. Contractor is warned that personnel who are not US citizens may require a special, lengthy, site-specific clearance, and in some instances, it may not be possible to grant non-US citizens access to the installation or sub-area at all. Contractor is responsible to identify and arrange appropriate clearances for all non-US citizens requiring site access. Contractor is also responsible for arranging to provide necessary and appropriate documentation that may be required to establish citizenship of personnel. Presentation of original documents such as birth certificates, valid US passports, and/or naturalization documentation may be required to document citizenship.

7.3.3. Insurance. Certain installations and facilities have specific contractor insurance requirements in addition to standard insurance. This is primarily a concern at overseas locations where host nations have specified that such insurance be in place as a prerequisite to site access by contractor personnel. It is the Contractor’s responsibility to ensure that all such insurance requirements are identified and met in advance of on-site work. This is known to be an issue at Rota, Spain but may also be a concern elsewhere.

Contractor is responsible for identifying all current requirements in advance of each site visit. This information is normally available via the installation’s public works office.

7.4. Vendor Qualifications. The Vendor shall be a professional commercial organization specialized in and accredited for delivering project management training courses and affiliated subject matter based on the tenets and framework of Project Management Institute’s most current version of the Project Management Body of Knowledge (PMBOK). The Vendor shall be a Registered Educational Provider (REP) with the Project Management Institute and be authorized to issue CEUs/PDUs/PDHs. The Vendor’s training professionals shall be certified in their area of instruction and shall have experience in the field of project management as described in the labor category under the schedule of fees. Vendors with training professionals who possess specific expertise in facility design and construction project management will be given extra consideration.

8. GOVERNMENT COMPUTER SYSTEM ACCESS. Individual task orders may require contractor personnel to access a variety of Government computer systems. Contractor is responsible to identify and make all necessary arrangements for personnel to obtain and maintain appropriate system access necessary to satisfy the requirements of the task order without impact to cost or schedule. System access may require that contractor personnel obtain a DoD-issued identification card, Common Access Card (CAC), complete specific Information Assurance (IA) training provided by the agency, system specific user ids and passwords, and/or a combination of the above. System access may also require Contractor to obtain and support specific hardware (such as CAC card readers), software (such as ActiveClient), and system-specific user ids and passwords. Specific system access may require security checks, clearances, citizenship and associated documentation. See item 5 below for specific information on CAC cards and contacting the NAVFAC Atlantic Security Office.

For IT-II, non-critical, sensitive access or access to sensitive information or areas, Contractor employees must have a trustworthiness determination made by NAVFAC Atlantic Security Office, applying the security criteria and adjudication policy in SENAVINST 5510.30A, prior to start of the contract. A favorable security determination must be made that the employees are eligible for assignment to non-critical, sensitive duties and for access to sensitive information or areas, and the contractor must maintain that eligibility until completion of the contract. The Contractor is required to notify NAVFAC Atlantic of any potentially disqualifying information that could affect the continued security eligibility of the employee to perform sensitive duties under this contract. If the Contractor does not have a NAC or NACI favorably adjudicated, the employee will be required to complete a SF-85P, Questionnaire for Public Trust Positions. The SF-85P will be reviewed and approved by the NAVFAC Atlantic Security Office, Code 09L, who will initiate the investigation. THIS MUST BE DONE PRIOR TO THE CONTRACTOR EMPLOYEE STARTING ANY WORK ON THIS CONTRACT. The employee is required to provide proof of U.S.

Citizenship.

NAVFAC Atlantic Security Office POC:

Ms. Iris Gholston

(757) 322-8116 Iris.gholston@navy.mil

8. Common Access Cards (CACs). Contractor personnel may be required to obtain DoD-issued Common Access Cards (CACs). Generally, these are required to allow site access and/or Government computer system access.

Contractor personnel needing CACs will be required to present proof of US citizenship and Government-issued photo identification (such as driver’s license) in addition to contract and personal information. CACs are issued only at designated offices including most major Navy installations; Contractor personnel who wish to obtain CACs will have to visit one of these locations with appropriate documentation. Appointments are normally required.

Information on obtaining CAC cards may be found online at https://portal.navfac.navy.mil. Additional information may be obtained by contacting the NAVFAC Atlantic Security Office.

9. Submittals

Submission. Shipment of all submittals and reports shall be in accordance with commercial practice and adequate for acceptance by common carrier and safe transportation at the most economical rates unless otherwise specified in each Contract Task Order. Emailed submittals shall not exceed a file size of 5 megabytes per attachment nor shall the total of all attachments exceed 10 megabytes per email. Compact Disks shall be capable of being read by any computer CD drive. Electronic files shall be virus scanned prior to submission. Documents required to be submitted in portable document format (PDF) shall be fully bookmarked including chapter and section titles.

Bookmark pane shall be visible when opening the document.

ELECTRONIC SUBMITTALS SHALL BE PROVIDED IN LIEU OF PAPER COPIES WHENEVER

POSSIBLE OR UNLESS OTHERWISE SPECIFIED IN THE CONTRACT TASK ORDER.

9.1. Cover Letters. The Contractor shall provide a cover letter with all submittals and reports. This page shall indicate:

a. Complete name and address of agency receiving the submittal or report.

b. Complete Contract Number

c. Complete Contract Task Order Number

d. Title and Location of the project

e. Date of submittal or report

f. Brief description or title of the submittal or report being submitted

A copy of all cover letters, without attachments, shall be provided to the COR and to the Contracting Officer.

10. Deliveries of Performance

10.1. Place of Performance. The place of performance for the work required hereunder shall be specified in each individual task order. The scope of this contract is intended to be executed worldwide.

10.2. Delivery of Submittals. The time and distribution of deliveries shall be set forth in each individual task order.

Delivery shall be made to the addresses specified in the task order.

11. Passes and Badges. All Contractor employees shall obtain required employee and vehicle passes for on-site work.

Site-specific requirements may require US citizenship or additional security clearances and specify lead times for requesting site access. The Contractor is responsible for ensuring that appropriate badges and passes are obtained in accordance with site-specific requirements. The Government will issue badges without charge. No employee or representative of the Contractor will be admitted to the site of work unless he is a citizen of the United States, or, if an alien, his employment within the United States is legal.

12. Travel Costs. Performance under this contract may require travel by Contractor personnel. If travel is required, the Contractor is responsible for making all needed arrangements for Contractor personnel.

Travel policy:

a. The Government will reimburse the Contractor for travel costs as negotiated under individual task orders.

Travel negotiated shall generally conform to the procedures contained in the Joint Travel Regulations.

b. No associated labor charges for travel time shall be negotiated for work performed within a 50-mile radius of the Contractor’s local office. Additionally, no meals or lodging costs shall be negotiated for local travel within a 50-mile radius of the Contractor’s local office unless specifically authorized by the Contracting Officer to allow an employee to effectively complete a task or project.

c. Per-diem negotiated for travel on work under this contract will not exceed the maximum applicable rates contained in the Joint Travel Regulations in effect when task orders are negotiated.

Privately owned automobile travel by owner or as a passenger will be limited to the mileage rates allowed by Joint Travel Regulations.

13. Schedule of Fees:

Live Face-to-Face Instructor Led Training Course Base

Fee Per Student Option Year 1

Fee Per Student Option Year 2

Fee Per Student Option Year 3

Fee Per Student Option Year 4

Fee Per Student Project Management Professional

(PMP)

Certification Training (35 hrs.)

Program Management Professional (PgMP ) (30

Certified Associate in Project Management

(CAPM)

Certification Training (23 hours)

Professional in Business Analysis (PBA) Certification

Agile Certified Practitioner Training (21

Risk

Professional

(RMP)

Certification Training (30

Scheduling Professional

(SP)

Certification hrs)

Live Virtual Instructor Led Training Course Base

Fee Per Student Option Year 1

Fee Per Student Option Year 2

Fee Per Student Option Year 3

Fee Per Student Option Year 4

Fee Per Student Project Management Professional

(PMP)

Certification

Program

Professional (PgMP ) (30

Administrative Assistant: High School diploma or equivalent and three years relevant experience with word processing, spreadsheet, and presentation software familiarity Performs administrative project support in program management, project control, report generation, scheduling, financial management, and security.

Exercises judgment and works tasking.

Certified Associate in Project Management

(CAPM)

Certification Training (23 hours)

Professional in Business Analysis (PBA) Certification

Agile Certified Practitioner Training (21

Risk

Professional

(RMP)

Certification

Scheduling Professional

(SP)

Certification hrs)

Labor Category Base Option Year 1 Option Year 2 Option Year 3 Option Year 4 Administrative Assistant

Technical Writer

Training Coordinator

Subject Matter Exert III

Expert II

Expert I

Technical Writer: Bachelor’s degree and four years relevant experience. Prepares brochures, operating instructions, training materials and reports of a technical nature working under general direction and subject to deadlines and heavy workload. Edits documents that have been prepared by technical specialists to ensure that organization, vocabulary, and development is clear, logical, and meaningful to those with less subject matter knowledge than the authors. Combines reports and papers from several authors, determining the relationships of each component part to the whole to produce final products that are clear, logically organized, and presented in a uniform style. Reviews complex and lengthy technical material and prepares written or oral summaries that are easily understood by non-technical audiences.

Training Coordinator. Bachelor’s degree and 5 years of experience in a relevant field. Organizes and conducts training and educational programs; Maintains records of training activities, employee progress and program effectiveness. Works on most phases of training and conducts the research necessary to develop and revise training courses and prepares appropriate training catalogs. Prepares instructor materials (course outline, background material, and training aids), as well as student materials (course manuals, workbooks, handouts, completion certifications, and course critique forms).

Subject Matter Expert III: BA/BS and 10 years in the industry; of which at least eight must directly relate to the required area of expertise. Provides technical management and direction for problem definition, analysis, and requirements development and implementation on the subject matter. Recommends and advises on subject-matter improvements, optimization, and maintenance. Experienced in providing training and instruction in area of expertise.

Subject Matter Expert II: BA/BS and 8 years in the industry; of which at least six must directly relate to the required area of expertise. Provides technical management and direction for problem definition, analysis, and requirements development and implementation in the subject matter. Recommends and advises on subject-matter improvements, optimization, and maintenance. Experienced in providing training and instruction in area of expertise.

Subject Matter Expert I: BA/BS and five years in the industry; of which all must directly relate to the required area of expertise. Provides technical management and direction for subject-matter problem definition, analysis, and requirements development and implementation. Recommends and advises on subject-matter improvements, optimization, and maintenance. Experienced in providing training and instruction in area of expertise.