RFP-ADF-OTP-17-0003_(Amd_1).pdf

RFQ-ADF-OTP-17-0003 (Amd 1)

Request for Quote

The Bureau of the Fiscal Service, on behalf of the United States African Development Foundation (USADF) is issuing this solicitation under NAICS 541612 (Human Resource Consulting Services) for obtaining proposals from individuals for a Workforce Development & Performance Specialist Personal Services Contract position as described in the Statement of Work (SOW), herein.

Questions Questions received on or before 10:00 am, EST, July 25, 2017 at purchasing@fiscal.treasury.gov , with the subject line of "Questions for RFQ-ADF-OTP-17-0003 Attn: JNYQUIST/TAYERS" will be answered as amendment to the solicitation.

Questions received after the deadline may not be answered. Any questions and/or comments received are not considered proprietary and will not be protected by the Government. Offerors are prohibited from communicating directly with USADF personnel about this procurement action.

Quotes Responsive quotes received on or before 10:00 am, EST, August 2, 2017 at purchasing@fiscal.treasury.gov , with the subject line of "Quote for RFQ-ADF-OTP-17-0003 Attn: JNYQUIST/TAYERS" will be considered.

Table of Contents

Statement of Work ………….. …………………………………….……………………………………………2-7 Notices, Solicitation Provisions, and Prohibitions………………………..…………………………………...8 Instructions to Offerors ………………………………………………………………………………………….9-11 Evaluation Criteria / Award Determination ……………………………………………………………………12-14 Article 1: USADF Points of Contact……………………………………………………………………………15 Article 2: Statement of Duties…………………………………………………………………………………..15 Article 3: Definitions…………………………………………………………………………………..…………15 Article 4: Payments Under Personal Services Contracts…………………………………………………...15 Article 5: Leave…………………………………………………………………………………………………..16 Article 6: Contractor - USADF Relationship…………………………………………………………………..17 Article 7: Release of Information…………………………………………………………………………….…17 Article 8: Contractor Status…………………………………………………………………………..…………17 Article 9: Compliance with Applicable Laws………………………………………………...…………………18 Article 10: Warranty Against Dual Compensation……………………………………………..……………..18 Article 11: Subcontracts or Assignment……………………………………………………………………….18 Article 12: Publicity………………………………………………………………………...…………………….18 Article 13: Correspondence and Notices…………………………………………………………..………….18 Article 14: USADF Termination Clause………………………………………………………………………..18 FAR clauses………………………………………………………………………….…………………………..19-28 mailto:purchasing@fiscal.treasury.gov mailto:purchasing@fiscal.treasury.gov

STATEMENT OF WORK (SOW)

WORKFORCE DEVELOPMENT & PERFORMANCE SPECIALIST

1.0 BACKGROUND

The United States African Development Foundation (USADF) is an independent Federal agency established to support African-designed and African-driven solutions that address grassroots economic and social problems.

USADF provides grants directly to under-served and marginalized community groups and enterprises. The grants help organizations create tangible benefits such as increasing or sustaining the number of jobs in a community, improving income levels, and addressing social development needs. USADF is a public corporation with a seven-member Board of Directors who are nominated by the President and confirmed by the United States Senate.

USADF is a Federal grant-making public corporation and can be characterized as a micro-agency with 50 staff members in Washington. Washington staff communicates with approximately 70 contractors and partners in 20 countries in Africa via email and telephone. USADF's annual budget is approximately $30 million per year.

To respond to Presidential Directive for Workforce Performance effectiveness, USADF has identified a need to in its workforce, for a Workforce Development & Performance Specialist to design and implement a program for staff continuing professional education to perform at highest level.

2.0 SCOPE

USADF has a need for a Workforce Development & Performance Specialist to perform a wide variety of services related to personnel skills development and performance improvement.

3.0 PLACE OF PERFORMANCE

Work is to be completed at USADF offices at 1400 Eye (“I”) Street, NW, Washington, D.C

4.0 PERIOD OF PERFORMANCE

The period of performance shall be for a base period of 12-months and two 12-month optional periods.

5.0 WORK HOURS AND OPERATION

The USADF office is open 5 days per week, Monday through Friday, 8:00 am and 5:30 pm, excluding Federal holidays. Contractor shall be required to work 40 hours a week. The Contractor is responsible for providing services during the hours requested, except when the Government facility is directed to close due to local or national emergencies (SOW 12.0), administrative closures, government holidays (SOW 11.0), or any other similar issue that may arise that the Government determines a closure is warranted, unless otherwise advised by the Contracting Officer Representative.

6.0 ACQUISITION TYPE

The Government intends on awarding a firm-fixed price personal service contract.

7.0 REQUIREMENTS

The Contractor shall work cooperatively with the Managing Director Finance & Administration Office in completing the following requirements.

7.1 Major Duties

The Contractor serves as the focal point for the workforce development and performance under the supervision of the Contract Officer Representative (COR).

7.1.1. Workforce Development

a. Develop and support strategic organizational effectiveness strategies in partnership with all functional units, including fields to ensure alignment with operations strategies.

b. Collaborate to develop agency-wide strategies and programs with an equity lens to support the growth and development of staff at all organizational levels.

c. Participate in the development of “Best in class” training courses and programs.

d. Act as an internal consultant for complex, high profile organizational issues with executive team to enhance team operations and improve productivity, requiring a high level of technical skills in consulting, coaching and facilitation.

e. Assist with aligning, defining, designing, and deploying workforce strategies and initiatives that improve the overall effectiveness of USADF and its business model.

f. Design and develop quality organizational development and change management frameworks, and tools to be leveraged in personnel assignment. This will include, but not be limited to, organization design, cultural alignment, change plans, leadership/stakeholders alignment, and business change initiatives

g. Conceptualize and implement a framework, including processes and tools, for workforce development, to be leveraged by business and functions units.

h. Support a group of solutions in the areas of culture and engagement, including employee surveys and assessments.

i. Nurture a robust external network of peers, providers, and associations with proven expertise in these areas, for quick access to external benchmarking, trends, and data.

j. Coach and develop employees to reach their full potential by motivating and challenging them to drive high performance.

k. Encourage development assignments and movement of talent across units.

l. Create an inclusive environment that embraces, and derives from, diversity.

m. Assists in managing relations and contracts with multiple vendors for training materials and vendor services.

n. Serve as a role model for excellent instructional facilitation.

o. Coordinates management training in interviewing, hiring, terminations, promotions, performance review, safety, and sexual harassment

7.1.2. Staff Performance Improvement

a. Support the development and implementation of an agency-wide performance appraisal program and provides advice and recommendations to USADF management and staff.

b. Support the development and implementation of agency core competencies, core values, and key performance measures into performance appraisal system.

c. Develops key metrics to measure effectiveness of solutions portfolio, initiatives, and programs while ensuring they create the desired impact.

d. Support ongoing oversight and support to ensure that performance measures are being used to effectively manage operations, identify and manage risks, and effect organizational change.

e. Develops and conducts presentations and training to agency management and staff on the performance appraisal system.

f. Provides training to all levels of staff on performance management and systems.

g. May assist with developing and implementing agency performance improvement plans.

h. Conducts assessments and gap analysis on employee skills and training.

i. Assesses various staffing needs to determine methods to address current and future conditions, including retention management, realignment, recruitment planning, and career development.

j. Assists with developing training plans, identifying educational opportunities for employee development.

k. May assist with change management initiatives by conducting readiness assessments, job-impact analysis, and skill and capability assessments.

l. Facilitates group discussions to perform gap analysis and needs assessment(s).

m. Develops a strategy for knowledge transfer activities, to include planning, implementation, and training.

n. Develops knowledge sharing processes and programs that encourage learning and collaboration.

o. Prepares communications to share tools and information with various stakeholders.

7.1.3. Agency Internship Program

a. Support the development and implementation of a viable internship program

b. Develop and revise internship policies and procedures

c. Identify, develop and support current interns.

d. Plan and conduct internship workshops and information programs.

e. Assist with database administration for purposes of tracking.

f. Assist in marketing the services and programs through developing appropriate materials as well as advertising special events.

g. Perform other essential duties and tasks specific to the program.

7.1.4. Agency Alternative Dispute Resolution (ADR) Program

a. Conceptualizes, develop and propose agency ADR policy.

b. Assist with the implementation of the agency ADR program.

c. Advises management in appropriate resolution of employee relations issues

7.1.5. Agency Morale and Welfare Program

a. Uses creativity to plan, promote and implement well-rounded agency recreation programs for work and life balance

b. Coordinates leisure skills development activities and classes for team building and organizational culture development (e.g. comedy shows, holiday events, under the baobab, baseball games, which are just a few of the many programs that can be offered throughout the year.

c. Support day-to-day operation of multiple programs to which assigned; assists with staffing, training and scheduling (e.g. All staff meetings, Special events, etc.)

8.0 GOVERNMENT-FURNISHED PROPERTY

A desktop or laptop computer will be furnished to the Contractor to use, including a workspace with a desk – which may or may not be a closed office – within our premises.

9.0 GOVERNMENT FURNISHED INFORMATION

USADF shall provide the Contractor access to all information necessary to complete the requirements of the contract that are allowable, such as a workstation, and a cell phone,

10.0 CONFIDENTIALITY OF DATA

Due to the sensitivity and confidentiality of much of the data handled by USADF, the Contractor shall maintain confidentiality of all documents, data, and other information supplied to it by USADF, in accordance with all applicable Federal guidelines and regulations. The Contractor agrees, in the performance of this contract, to keep all information obtained or otherwise reviewed as a result of this contract in the strictest of confidence. The Contractor acquires no possessory and no proprietary interests in such information. The Contractor agrees not to disclose any information concerning the work under this contract to any persons or entities unless prior written approval is obtained from the Contracting Officer. The Contractor agrees not to publish, reproduce, or otherwise divulge such information in whole or in part, in any manner or form, at any time, during or following contract performance, nor to authorize or permit others to do so. The Contractor agrees to take such reasonable measures as are necessary to restrict access to such information to those employees of the Contractor needing such information to perform the work provided on this order, on a “need to know” basis. The Contractor agrees to immediately notify the COR in the event that he or she determines, or has reason to suspect a breach of any of these requirements or restrictions, and to provide written notification as soon as possible.

Confidentiality is essential to satisfactory performance. The Contractor will prevent any person other than the Contractor from seeing or having access to information in the possession or under the control of the Contractor.

The Contractor shall prevent disclosing the contents or description of documents, data, or information to any person not authorized under this order or by USADF to have access to such documents or information. The Contractor shall prevent removal of any documents, data, or information from the Government’s premises without authorization by appropriate USADF officials.

The Contractor shall comply, complete and pass security access requirements (i.e. Non-Disclosure Agreement, Back Ground Check through Office of Personnel Management (OPM) Electronic Questionnaire for Investigation Processing (e-QIP) portal: http://www.opm.gov/e-qip/, Complete an OF 306 (fillable forms available at http://www.opm.gov/forms/html/of.asp), Fair Credit Reporting Release) at least two weeks before beginning work under the contract.

11.0 FEDERAL HOLIDAYS

Except as specified by the Contracting Officer Representative, services shall not be required on the following Federal holidays:

New Year's Day – January 1;

Martin Luther King Jr.'s birthday - third Monday in January;

Presidents' Day - third Monday in February;

Memorial Day - last Monday in May;

Independence Day - July 4;

Labor Day - 1st Monday in September;

Columbus Day - second Monday in October;

Veterans' Day - November 11;

Thanksgiving Day - 4th Thursday in November;

Christmas Day - December 25

Holidays that fall on Saturday are observed on the previous Friday. Holidays that fall on Sunday are observed on the following Monday. Holidays shall also include any additional day(s) granted by Executive Order, which can be viewed on the Office of Personnel website at https://www.opm.gov/fedhol/.

12.0. UNFORESEEN GOVERNMENT FACILITIES CLOSURES

When an unforeseen Government facility closure occurs on a scheduled day of work, the PSC shall not be required to perform any services on the day of the closure and shall receive no payment unless remote access is given or other work arrangements can be made and approved by the COR. In the event of a partial day unforeseen Government facility closure, the Government will notify the PSC within one hour after notification of the facility closure is received. Payment of a partial day closure will be made for the actual time worked.

13.0 MINIMUM QUALIFICATIONS

The Contractor shall have the following minimum qualifications:

13.1 Minimum of 5 years of progressive professional experience in Learning & Development (L&D), Organizational Development, or Talent Management.

13.2 Track record of developing and implementing strategic projects in a complex environment.

13.3 Background in leading change initiatives within a complex business environment with multiple key stakeholders.

13.4 A passion for driving business results and growth through leverage of culture, change management, and organization effectiveness solutions.

13.5 Solid written and verbal communication skills with ability to communicate actions and build relationships with all organizational levels.

13.6 Highly organized and versatile change agent that can think and act strategically and tactically to deliver results.

13.7 Strong business acumen with deep understanding of how organizations work with ability to anticipate possible impacts and ramifications of strategies and tactics.

13.8 Ability to take the initiative to liaise with other departments and/or external sources.

13.9 Excellent customer service focuses with an ability to work collaboratively with others.

https://www.opm.gov/fedhol/

13.10 Ability to work with deadlines

13.11 Contractor hired for work under this contract shall reside within the United States or its territories and shall either be U.S. citizens or have lawful permanent resident status.

14.0 OTHER REQUIREMENTS

14.1 COMPLIANCE WITH GOVERNMENT LAWS, RULES, AND REGULATIONS

While the Contractor is at the government facility, the Contractor is responsible for compliance with all laws, rules, and regulations governing conduct with respect to health and safety – not only as they relate to its employees and agents, but also to other personnel who are government employees or agents of the government and to property at the site regardless of ownership. While on government premises and in possession of government property, the Contractor is responsible for such property and any damages thereto by the Contractor.

14.2 NON-PERSONAL SERVICE STATEMENT

Actions of the Contractor may not be interpreted or implemented in any manner that results in creating or modifying Federal policy, obligating the appropriated funds of the U.S. Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee or otherwise violating the prohibitions set forth in Parts 7.5 and 37.1 of the Federal Acquisition Regulation (FAR).

14.3 PREVENTING PERSONAL CONFLICTS OF INTEREST

The Contractor shall comply with FAR 52.203-16, Preventing Personal Conflicts of Interest. Further, the Contractor shall not advise the USADF to take any action that will benefit, or appear to benefit, the Contractor beyond the scope of this contract. The Contractor shall inform the USADF if the appearance of such a conflict exists. For example, the Contractor shall not influence the USADF to enter into financial arrangements with entities that the Contractor expects to have future business dealings with, unless the USADF has been advised of the prospect of that future business.

14.4 DRESS AND APPEARANCE

Contractor personnel shall maintain a neat well-groomed professional demeanor and appearance including hair, makeup, clothing, and actions. No shorts, sleeveless shirts, or exposed midriffs. Clothing shall include comfortable business or casual attire, which shall not interfere with duties or/and safety guidelines and standards.

15.0 CONTRACTING OFFICER AUTHORITY

In no event shall any understanding or agreement between the Contractor and any Government employee other than the Contracting Officer on any order modifications, change orders, letter or verbal direction to the Contractor be effective or binding upon the Government. All such actions shall be formalized by the proper contractual document executed by the appointed Contracting Officer. The Contractor is hereby put on notice in the event a Government employee other than the Contracting Officer directs a change in the work to be performed or increases the scope of work to be performed, as described in DTAR 1052.201-70(c)(1-6); it is the Contractor’s responsibility to make inquiry to the Contracting Officer no later than the beginning of the next Government work day before making the deviation. Payments will not be made without being authorized by the appointed Contracting Officer with the legal authority to bind the Government.

16.0 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The Government will evaluate the Contractor's performance in accordance with this Quality Assurance Surveillance Plan (QASP) identified herein. The purpose of the QASP is to ensure reliable, uninterrupted services are provided in accordance with the SOW. This plan shall also ensure acceptable performance and assist in avoiding unnecessary mistakes and/or delays.

16.1 Performance Categories & Standards. The COR will summarize and document the Contractor's service and delivery performance utilizing the following categories and standards:

a. Quality of Service - Requirements were 99% completed within the expectation of the Government by the Contractor

b. Schedule/Timeliness - Requirements were 99% completed within the agreed upon schedule and specified periods of performance.

c. Business Relations - customer service/interactions was 99% responsive and professional.

16.2 Surveillance method. Random Evaluation. This method employs a “spot check” style of evaluation and may be adjusted based on quality trends. The Government retains the right to inspect all requirements of this contract.

16.3 Incentive/Disincentive

a. Incentive - If Contractor performs the requirements in accordance with performance standards then they will be rated satisfactory. If they provided extra tangible benefits beyond the contract, then they will be rated very good or exceptional and favorable comments will be documented in the Contractor’s Past Performance.

b. Disincentive - If the Contractor does not perform the requirements in accordance with the performance standards, then lower ratings (Marginal, Unsatisfactory) along with unfavorable comments will be documented on Contractor’s Past Performance.

16.4 Performance Issues. If the Government evaluations identify unacceptable performance in any of the above categories, the COR will record it and notify the Contractor within three (3) business days. The Contractor shall initial the observation, however, initialing of the observation does not constitute concurrence with the observation; it only indicates acknowledgement that the Contractor has been made aware of a potential performance issue(s). The Contractor shall meet with the Government for developing and implementing a plan to correct any performance issue(s) at no additional cost to the Government. If the Contractor does not agree with correcting the unacceptable performance issue(s) within the time specified by the Government, then the COR will notify the Contracting Officer who will take the appropriate administrative action for unacceptable performance.

NOTICES, SOLICITATION PROVISIONS, AND PROHIBITIONS

NOTICE TO FIRMS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT

In accordance with far 9.405, offers, quotes, proposals are not solicited from firms debarred, suspended, or proposed for debarment. Ineligible firms shall consider this an informational copy only.

52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address: https://www.acquisition.gov/far/

52.225-25 PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS

RELATING TO IRAN—REPRESENTATION AND CERTIFICATIONS (DEC 2015)

1052.203-98 PROHIBITION ON CONTRACTING WITH ENTITIES THAT REQUIRE CERTAIN INTERNAL

CONFIDENTIALITY AGREEMENTS—REPRESENTATION (DEVIATION 2015-00003) (MAR2015)

(a) In accordance with section 743 of Division E, Title VII, of the Consolidated and Further Continuing Resolution

Appropriations Act, 2015 (Pub. L. 113-235), Government agencies are not permitted to use funds appropriated (or otherwise made available) under that or any other Act for contracts with an entity that requires employees or subcontractors of such entity seeking to report fraud, waste, or abuse to sign internal confidentiality agreements or statements prohibiting or otherwise restricting such employees or subcontractors from lawfully reporting such waste, fraud, or abuse to a designated investigative or law enforcement representative of a Federal department or agency authorized to receive such information.

(b) The prohibition in paragraph (a) of this provision does not contravene requirements applicable to Standard Form 312, Form 4414, or any other form issued by a Federal department or agency governing the nondisclosure of classified information.

(c) Representation. By submission of its offer, the Offeror represents that it does not require employees or subcontractors of such entity seeking to report fraud, waste, or abuse to sign internal confidentiality agreements or statements prohibiting or otherwise restricting such employees or subcontractors from lawfully reporting such waste, fraud, or abuse to a designated investigative or law enforcement representative of a Federal department or agency authorized to receive such information.

52.233-2 SERVICE OF PROTEST (SEP 2006)

(a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the General Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from:

Ms. Keri MooreCompliance & Policy Branch Manager U.S. Department of the Treasury, Bureau of the Fiscal Service Keri.Moore@fiscal.treasury.gov

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

52.212-1 INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS (JAN 2017)

The Offeror assumes full responsibility for ensuring all electronic materials and attachments submitted are formatted in accordance with the Bureau of the Fiscal Service Security Requirements. The following file extensions are not allowable and proposal materials/data submitted with these extensions cannot be considered:

.bat, .cmd, .com, .exe, .pif, .rar, .scr, .vbs, .hta, .cpl, html, mhtml, and .zip files

The Government does not allow 3rd party messaging systems/secure mail.

Microsoft Office non-macro enabled compatible documents and .PDF documents are acceptable. If the Offeror determines that other formats are necessary, it is the Offeror’s responsibility to verify with Fiscal Service that those formats are acceptable.

Proposal materials with unacceptable or unreadable formats may be found non-responsive.

Offerors shall submit a complete quote package in the following Volumes as separate attachments, with as little duplication of information as possible per phase:

Volume I – Contractual Requirements (Consist of items 1.0 -6.0 below) Volume II – Minimum Qualifications (Consist of item 7.0 below) Volume III – Capability to Perform Requirements(Consist of item 8.0 below) Volume IV – Past Performance (Consist of item 9.0 below) Volume V – Labor Rate (Consist of item 10.0 below)

In addition to the items specified in the solicitation provision above, the following information is necessary to enable proper evaluation of Offerors’ quote in response to this solicitation:

Quote Package

1.0 Cover Page – Shall include the following information at minimum: name, phone number, address, email address, and expiration date of offer/availability.

2.0 Regarding Unique Entity Identifier (Data Universal Numbering System (DUNS) Numbers) – Pursuant to FAR Clauses 52.204-6 and 52.212-1(j), All individuals contracted under as a United States of America Personal Services Contract (PSC) are required to have a Unique Entity Identifier (DUNS Number).

If the Offeror does not have a Unique Entity Identifier DUNS number, they should contact Dun and Bradstreet directly to obtain one. An Offeror within the United States may contact Dun and Bradstreet by calling 1-866-705-5711 or via the Internet at http://fedgov.dnb.com/webform. An Offeror located outside the United States must contact the local Dun and Bradstreet office for DUNS number. The Offeror should indicate that it is an Offeror for a Government contract when contacting the local Dun and Bradstreet office.

For further information on what you will need to obtain a DUNS numbers, please refer to Federal Acquisition Regulations (FAR) Clause 52.204-6 Data Universal Numbering System Number (Jul 2013) http://farsite.hill.af.mil/VFFARA.HTM

3.0 Regarding System of Award Management and Offeror Representations and Certifications - Pursuant to FAR Clauses 52.204-7 and 52.212-3, All individuals contracted under as a United States of America Personal Services Contract (PSC) are required to have an active status in the System of Award Management and represent & certify their business size under NAICS Code 561612 by completing the attached, "Offeror Representations and Certifications Commercial Items (JAN 2017)" or completing it online at https://www.sam.gov/ and then either return the manual copy or reference that the online certification has been completed in the proposal.

Offerors shall also acknowledge that they will have an active status in the System of Award Management (SAM) prior to the planned award effective date of September 18, 2017 (yes or no) ____________.

4.0 Exceptions to Articles, Solicitation Provisions or Clauses - Offerors shall indicate whether or not they take any exception to any articles, solicitation provisions or clauses. The specific exceptions shall be clearly identified at the beginning of Volume 1

5.0 Provide Responses to 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations-- Representation (NOV 2015)

(a) Definitions. “Inverted domestic corporation” and “subsidiary” have the meaning given in the clause of this contract entitled Prohibition on Contracting with Inverted Domestic Corporations (52.209-10).

http://farsite.hill.af.mil/VFFARA.HTM

(b) Government agencies are not permitted to use appropriated (or otherwise made available) funds for contracts with either an inverted domestic corporation, or a subsidiary of an inverted domestic corporation, unless the exception at 9.108-2(b) applies or the requirement is waived in accordance with the procedures at 9.108-4.

(c) Representation. The offeror represents that—

(1) It [ ] is, [ ] is not an inverted domestic corporation; and

(2) It [ ] is, [ ] is not a subsidiary of an inverted domestic corporation.

6.0 Confirm ability to use the Invoice Processing Platform (IPP) (yes/no).

If unable to use IPP for submitting payment requests, Offerors are required to complete the attached waiver form (see IPP Waiver Attachment) and submit with quote. Adobe Acrobat Portable Document Format (PDF) and Microsoft Word are the only acceptable electronic invoicing formats. Invoices must contain the information required in FAR 52.212-4(g).

On the waiver form the Offeror shall indicate the reason(s) and the duration for which it is requesting the waiver. If the Offeror’s current invoicing system is not compatible with IPP, the Offeror shall provide contact information for the person who can work with the IPP administrator to develop an interface. The waiver duration will be for no more than 6 months at which time the Contractor must be fully compliant with IPP requirements, or apply for a follow on waiver with the Contracting Officer.

The Contracting Officer will review the waiver request and either approve or deny the request. If approved, and the Offeror receives award, the Contractor shall submit a copy of the approved waiver along with each emailed invoice. If a copy of the waiver is not attached, the invoice will be rejected.

7.0 Minimum Qualifications: Offerors shall provide clear and sufficient evidence to support that they have the following minimum qualifications as identified in Section 13.0 of the Statement of Work (resume, certificates):

13.1 Minimum of 5 years of progressive professional experience in Learning & Development (L&D),

13.2 Track record of developing and implementing strategic projects in a complex environment.

13.3 Background in leading change initiatives within a complex business environment with multiple key stakeholders.

13.4 A passion for driving business results and growth through leverage of culture, change management, and organization effectiveness solutions.

13.5 Solid written and verbal communication skills with ability to communicate actions and build relationships with all organizational levels.

13.6 Highly organized and versatile change agent that can think and act strategically and tactically to deliver results.

13.7 Strong business acumen with deep understanding of how organizations work with ability to anticipate possible impacts and ramifications of strategies and tactics.

13.8 Ability to take the initiative to liaise with other departments and/or external sources.

13.9 Excellent customer service focuses with an ability to work collaboratively with others.

13.10 Ability to work with deadlines

13.11 Contractor hired for work under this contract shall reside within the United States or its territories and shall either be U.S. citizens or have lawful permanent resident status.

8.0 Capability to Perform Requirements

Offerors shall provide clear and sufficient information on their capabilities to perform each of the requirements identified in Section 7.0 of the Statement of Work successfully (narrative, identification of prior work experience).

9.0 Past Performance:

Offerors shall provide three (3) references (Public &/or Private) for whom the Offeror has provided recent (work performed within the last 3 years) and relevant work very similar to size and scope that is requested here. For each reference Offerors shall provide the following information: agency/business name, a contact name, telephone number, e-mail address, project title, date the services were performed, hourly wage amount, and a brief description of the work that they did. Offerors may also provide information on problems encountered and a brief explanation of the corrective actions taken.

The Government will also obtain recent and relevant past performance information available from other sources (i.e.

newspapers).

10.0 Labor Rate: Offerors shall quote a base and two option periods hourly rates that is within the GS-11basic hourly rate in the provided Attachment 3 – Price Sheet for calculating their total evaluated price, inclusive of Offeror’s salary history for the last three (3) jobs and a brief rationale to support the proposed hourly rate (i.e. identification of key qualifications and experiences).

The equivalent GS position is GS-11 and the basic hourly rate range for this position is $32.12/basic hour - $38.33/basic hour, which includes locality pay for Washington, DC.

Failure to submit any of the requested information above or follow any of the stated guidelines may result in the quote being determined non-responsive. Non-responsive quotes will not be eligible for award.

EVALUATION CRITERIA/ AWARD DETERMINATION

This procurement is being conducted under FAR Part 13 and not FAR Part 15. Therefore, please note debriefings will not be provided to unsuccessful Offerors, only timely notifications to unsuccessful Offerors will be provided in accordance with FAR Part 13.106-3(c)(d).

52.212-2 EVALUATION -- COMMERCIAL ITEMS (OCT 2014)

(a) The Government intends awarding a single fixed priced personal service contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be the most advantageous to the Government, price and other factors considered.

The following phases and factors will be used to evaluate offers:

Phase I – Contractual Requirements. Offerors who pass all of the required information in Technical Factor 1 will move on to Phase II.

Technical Factor 1: Contractual Requirements (see below for evaluation criteria)

Phase II – Technical Evaluation. Offerors (maximum 5) with the highest score will move onto Phase III in relation to evaluating the following technical factors.

Technical Factor 2: Part A: Minimum Qualifications (see below for evaluation criteria) Technical Factor 3: Part B: Capability to Perform Requirements (see below for evaluation criteria)

Phase III – Interview. Offerors (maximum 43) with the highest interview score will move onto Phase IV in relation to further evaluating the following technical factors.

Technical Factor 2: Part A: Minimum Qualifications (see below for evaluation criteria)

Phase IV- 2nd Tier Interview conducted by a Designated HiringManagement Official(s). Offerors (maximum 3) with the highest 2nd interview score will move onto Phase V in relation to further evaluating the following technical factors.

Phase V – Past Performance. Offerors (maximum 3) with no negative past performance will move onto Phase VI in relation to evaluating the following technical factor.

Technical Factor 4: Past Performance (see below for evaluation criteria)

Phase VI – Pricing.

Price Factor 1: Labor Rate (see below for evaluation criteria)

Technical Factors, when combined, are more important than price. When competing Offerors’ proposals are determined to be substantially equal after evaluation of all non-price factors, then price could become the controlling factor.

(b) 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.

The Government reserves the right to clarify certain aspects of an Offeror(s) quote to clear up proposal details relative to phases 1 and 2 if necessary at the Government’s discretion. The Government also reserves the right to hold discussions with the Offerors included in Phase V prior to making a final award decision.

The Contractor shall comply, complete and pass security access requirements (i.e. Non-Disclosure Agreement, Complete an OF 306 (fillable forms available at http://www.opm.gov/forms/html/of.asp), Fair Credit Reporting Release) at least one week before beginning work under the contract.

The Contractor shall comply, complete and pass the Back Ground Check through Office of Personnel Management (OPM) Electronic Questionnaire for Investigation Processing (e-QIP) portal: http://www.opm.gov/e-qip/. If the Contractor does not pass, http://www.opm.gov/e-qip/ the contract will be terminated and the next most advantageous applicant to the Government will be considered for award and so on.

The Government will evaluate each factor based on the following:

Phase I – Contractual Requirements

1. Technical Factor 1 – Contractual Requirements: Offerors’ Contractual Requirements will be evaluated based on the documentation provided by the Offeror or obtained from the Government that clearly demonstrates that:

a. the Offeror provided their name, phone number, address, email address, and expiration date of offer/availability.

b. the Offeror provided their Unique Entity Identifier (DUNS) number or proof of registration for a Unique Entity Identifier (DUNS) number.

c. the Offeror provided their Representations and Certifications (Reps & Certs) under NAICS Code 541612 by completing the attached, "Offeror Representations and Certifications Commercial Items (JAN 2017)" or completing it online at https://www.sam.gov/ and then either return the manual copy or reference that the online certification has been completed in the proposal and/or acknowledge that they will be registered in SAM prior to the planned award effective date of September 18, 2017.

d. the Offeror “is not” any of the attributes identified in FAR Clause 52.209-2, Phase II –Technical Evaluation

1. Technical Factor 2 – Minimum Qualifications: Offerors will be evaluated based on the degree in which they provided clear and sufficient evidence to support that they have the following minimum qualifications as identified in Section 13.0 of the Statement of Work (resume, certificates):

a. Minimum of 5 years of progressive professional experience in Learning & Development (L&D),

b. Track record of developing and implementing strategic projects in a complex environment.

c. Background in leading change initiatives within a complex business environment with multiple key stakeholders.

d. A passion for driving business results and growth through leverage of culture, change management, and organization effectiveness solutions.

e. Solid written and verbal communication skills with ability to communicate actions and build relationships with all organizational levels.

f. Highly organized and versatile change agent that can think and act strategically and tactically to deliver results.

g. Strong business acumen with deep understanding of how organizations work with ability to anticipate possible impacts and ramifications of strategies and tactics.

h. Ability to take the initiative to liaise with other departments and/or external sources.

i. Excellent customer service focuses with an ability to work collaboratively with others.

j. Ability to work with deadlines

k. Contractor hired for work under this contract shall reside within the United States or its territories and shall either be U.S. citizens or have lawful permanent resident status.

2. Technical Factor 3 - Capability to Perform Requirements: Offerors will be evaluated based on the degree in which they provided clear and sufficient information on their capabilities to perform each of the requirements identified in Section 7.0 of the Statement of Work successfully (narrative, identification of prior work experience).

Phase III - Interview

1. Technical Factor 2 – Minimum Qualifications: Offerors will be evaluated based on the degree in which they articulate in the interview that they have the following minimum qualifications as identified in Section 13.0 of the Statement of Work

a. Minimum of 5 years of progressive professional experience in Learning & Development (L&D),

b. Track record of developing and implementing strategic projects in a complex environment.

c. Background in leading change initiatives within a complex business environment with multiple key stakeholders.

d. A passion for driving business results and growth through leverage of culture, change management, and organization effectiveness solutions.

e. Solid written and verbal communication skills with ability to communicate actions and build relationships with all organizational levels.

f. Highly organized and versatile change agent that can think and act strategically and tactically to deliver results.

g. Strong business acumen with deep understanding of how organizations work with ability to anticipate possible impacts and ramifications of strategies and tactics.

h. Ability to take the initiative to liaise with other departments and/or external sources.

i. Excellent customer service focuses with an ability to work collaboratively with others.

j. Ability to work with deadlines

k. Contractor hired for work under this contract shall reside within the United States or its territories and shall either be U.S. citizens or have lawful permanent resident status.

2. Technical Factor 3 - Capability to Perform Requirements: Offerors will be evaluated based on the degree in which they articulate in the interview their capabilities to perform each of the requirements identified in Section 7.0 of the Statement of Work successfully.

Phase IV - 2nd Tier Interview conducted by a Designated Management Official(s)

1. Technical Factor 3 - Capability to Perform Requirements: Offerors will be further evaluated based on the degree in which they articulate in the interview their capabilities to perform each of the requirements identified in Section 7.0 of the Statement of Work successfully.

Phase V – Past Performance

1. Technical Factor 4 - Past Performance: The Government will do their diligence to contact all references provided by the Offerors being considered for Award. However, time will dictate the number of contacts actually made. At a minimum, 1 direct past performance contact will be made for all Offerors considered for award.

An Offeror must not receive or have any negative past performance responses or articles to receive further consideration for contract award.

Phase VI - Pricing

1. Price Factor 1 - Labor Rate – Offerors hourly rate for the base and option period will be evaluated to ensure that it is within the GS-11 basic hourly rate (Step 2-8). Offeror’s Total Evaluated Price for the entire anticipated length of the contract will be compared to other Offerors that are included in Phase V of the evaluation process as part of the final consideration for an award, including Offeror’s salary history for the last three (3) jobs and a brief rationale to support the proposed hourly rate (i.e. identification of key qualifications and experiences).

ARTICLE 1: UNITED STATES AFRICAN DEVELOPMENT FOUNDATION (USADF) POINTS OF CONTACT

This will be provided at time of award.

ARTICLE 2: STATEMENT OF DUTIES

The Contractor shall perform the services as specified in the following Articles, attached Statement of Work.

ARTICLE 3: DEFINITIONS

3.1 “USADF” and “the Foundation” shall mean the U.S. African Development Foundation.

3.2 “Privileged” shall mean not subject to disclosure or disclosure is limited due to special circumstances.

3.3 “Contracting Officer” (CO) shall mean a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings.

3.4 “Contracting Officer’s Representative (COR)” The term means authorized representatives of the

Contracting Officer acting within the limits of his/her authority as delegated by the Contracting Officer in writing. The COR has no rights to change the scope of this contract in any way (actually or implied).

3.5 “Confidential Information” means any information declared by the CO or the COR as being privileged information – information that must be kept secret as directed by the CO and the COR.

3.6 “Day” shall mean, unless otherwise specified, a calendar day.

3.7 “Government” shall mean the United States Government.

3.8 “USD” shall mean United States Dollar.

3.9 “Gross Salary” shall mean salary plus employee’s contribution to Social Security, taxes, and allowances which are deducted from the employee’s bi-weekly salary and paid in accordance with the employee’s home country, state, and local tax agencies by USADF on behalf of the employee.

3.10 “Total Compensation” shall mean gross salary, plus employer’s contribution to Social Security and other state and local taxes.

3.11 “Personal Services Contract (PSC)” means a contract that, by its express terms or as administered, makes the Contractor personnel appear to be, in effect, Government employees.

ARTICLE 4: FAR 52.232-3 PAYMENTS UNDER PERSONAL SERVICES CONTRACTS

4.1 Invoices/Bi-Weekly Timesheets & Performance: The Government shall pay the Contractor in USD for the services performed by the Contractor at the rates set forth in this contract and upon proper submission of invoices and bi-weekly timesheets by the Contractor provided there is timely submission of all deliverables and reports to the office or officer designated. Failure of the Contractor to submit required reports when due, or failure to perform or deliver required equipment, supplies, and services will result in the withholding of payments under this contract, unless such failure arises out of causes beyond the control of and without the fault or negligence of the Contractor. The Government shall also pay

a. The Contractor’s lodging, travel, meals and incidentals relative to the work under this personal services contract separately outside of this contract in accordance with Federal travel regulations (41 CFR 101-7) and procedures, as authorized in appropriate Travel Orders by the COR; and

b. Any other transportation and medical expenses necessary for travel (i.e. immunizations and malaria meds), as approved by the COR will be paid outside this contract.

4.2 COMPENSATION: Compensation will be fixed and paid bi-weekly in USD and shall not exceed amounts identified in the contract.

4.3 Contractor’s Tax and Other Legal Obligations: The Government shall be responsible for withholding the required taxes on the Contractor’s share of the contributions for “All” applicable Social Security, Medicare, Federal, and State tax withholdings in accordance with applicable laws.

4.4 Final Payment: Prior to final payment under this contract, the Contractor agrees to do the following:

(a) Properly complete and submit any outstanding travel vouchers and liquidate any outstanding travel advances;

(b) Return and account for all government supplies, materials, and equipment assigned to the

Contractor; and

(c) Execute and deliver to the Contracting Officer a proper Contractor's Release (See

Attachment 2) discharging USADF, its officers, agents, and employees from all liability, obligations, and claims arising out of or under this contract upon final payment. The Contractor shall keep a record of all payments made by USADF for the duration of the contract.

4.5 Health Insurance/Medical Expenses

Contribution toward Health Insurance up to an annual maximum of $6,000.00 can be paid for a policy premium based on actual cost invoice or maximum amount of medical costs at 80% of the cost shown from actual receipts submitted to USADF. This includes the medical expenses of spouse and recognized dependent children under the age of 26 with whom the employee is living.

If reimbursement of the employee’s chosen health insurance premium for 12 months is less than the annual benefit amount, the employee may receive reimbursement for other medical expenses at 80% of the cost shown on actual receipts submitted to USADF.

Note: Personal Services Contractors are not eligible to participate in the Federal Employees Health Programs.

ARTICLE 5: LEAVE

The Contractor may request and receive time off as approved by the COR for the…