FINAL_Solicitation_for_FBO.pdf

8/27/2014

52.212-1 Instructions to Offerors - Commercial Items. (SEP 2006)

Failure to submit any of the requested information or follow any of the stated guidelines will result in the proposal being determined technically unacceptable without being evaluated.

Only questions received by the government to the attention of Amy McCormick at contracts@csb.gov by 5:00 pm ET on Wednesday, September 3, 2014 will be answered.

Only proposals received by the government to the attention of Amy McCormick at 2175 K St, NW, Suite 400, Washington, DC 20037 by 5:00 pm ET on Monday, September 8, 2014 will be evaluated.

The government anticipates that negotiations will be required but reserves the right to make an award without negotiations.

This contract will be a total small business set aside. All offerors must certify in the System for Award Management (www.sam.gov) that they are a small business.

An offeror must submit each of the following as part of a complete proposal package.

Each section (a, b, c) must be independent of one another and there must be no duplication of information anywhere.

The total written proposal package including cover page, pricing form, and written non-price proposal may not exceed 15 pages in length, including résumés. Therefore, the proposal package must contain 1-15 written pages (single or double spaced, 10-point font minimum).

a) Cover Page – Including the following information at minimum.

1. Company Name as it appears in SAM.gov

2. Company DUNS Number

3. Company Point of Contact (POC) for this acquisition including name, title, phone number, and email

b) Price Proposal

c) Non-Price Proposal

1. Technical Approach

2. Résumés

3. References for Past Performance

52.212-2 Evaluation - Commercial Items. (JAN 1999)

Award will be made to the responsible offeror whose proposal is determined to be the best overall value to the government. The government will consider awarding at a slightly higher price only to receive superior technical quality. The Contracting Officer will use the technical merits of each proposal and the price to determine the successful offeror. As technical merit becomes more equal, price may be the deciding factor. As the price becomes more equal, technical merit may be the deciding factor. The technical evaluation team will determine the technical merits of each proposal and provide a written summary of the evaluation results to the Contracting Officer. The Contracting Officer will determine what trade-off between technical merit and price promises the greatest value to the government.

Price Proposal:

Provide a firm fixed hourly rate for each labor category provided for one (1) year based on the estimate of required hours needed. The pricing must be entered on the pricing form provided. At a minimum, a projected hourly and annual rate for the positions listed on the pricing sheet must be completed for the quantity specified. Please use attached form

Non-Price Proposal Evaluation Factors:

Technical Capabilities: The offeror shall provide a detailed proposal including the technical capabilities of staff members carrying out the services as described in the PWS. This plan must demonstrate how the offeror will use sound business practices, qualified personnel, in-depth knowledge and experience, and communication skills to carry out the tasks listed in the PWS.

The technical capabilities will be evaluated based on logic, efficiency, organization, and the demonstration of the offeror’s ability to effectively perform services and help the CSB achieve its goals.

Résumés: The offeror shall provide résumés of the personnel who will be assigned to this proposed contract. At a minimum, the résumés shall include education, years of experience providing services described in PWS, and certifications and completed training programs applicable to the services provided in the PWS.

Past Performance: The offeror shall provide three (3) references for services completed similar to those found in the PWS. References shall include a) agency/company for whom the work was performed; b) point of contact from agency/company including telephone number and email address; c) brief description of the work completed; and d) period of performance of work completed. Please use the attached form.

Weights to be Given to the Evaluation Criteria

(a) Vendor Experience 40

(b) Résumés 25

(c) Past Performance 35

TOTAL WEIGHT POINTS AWARDED 100

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PERFORMANCE WORK STATEMENT

ORGANIZATIONAL DEVELOPMENT CONSULTANT SERVICES

BACKGROUND

The Chemical Safety and Hazard Investigation Board (CSB) is an independent U.S.

Government agency with the mission of investigating chemical accidents and hazards and recommending actions to protect workers, the public, and the environment. The CSB’s scientific investigations support efforts by government, industry, labor, and communities to prevent chemical accidents. The agency was created by the Clean Air Act Amendments of 1990, and was first funded and commenced operations in 1998. The CSB’s core mission activities include conducting accident investigations; formulating corrective or preventive recommendations based on investigation findings and advocating for their implementation; issuing reports containing the conclusions, findings, and recommendations arising from accident investigations; and conducting studies on chemical hazards.

Following an analysis of the FY 2013 OPM survey results, the CSB’s Managing Director convened an employee committee to examine the survey results and recommend improvements. The committee identified significant challenges in the survey results and recommended the Chairperson seek the assistance of an organizational development expert consultant to conduct an impartial assessment of the agency’s organizational health and propose recommendations for improvement. In March 2014, the CSB contracted with an organizational development consultant and underwent an assessment.

As a result of this assessment, the CSB received a report in July 2014 with several recommendations for improvement which make up much of the scope for this procurement.

MISSION STATEMENT

The CSB investigates chemical accidents and hazards, recommending actions to protect workers, the public, and the environment. Our independent scientific investigations bolster efforts by government, industry, labor, and communities to prevent chemical accidents. Our goals include:

Produce timely, high quality investigations, reports, recommendations and other technical products

Achieve wide implementation of CSB recommendations and related accident prevention measures

Maintain a high-performance work organization to ensure effective mission accomplishment

OBJECTIVE

The objective of this solicitation is to acquire the services of a small business to provide professional organizational development consultant to assist the CSB implement recommendations from the organizational health assessment report received in July 2014.

The ultimate goal is for the CSB to operate more effectively and to be viewed as one of the best places to work by employees and the public.

SCOPE

Work will be performed both remotely via video conference and on-site at the CSB headquarters in Washington, DC, and the Western Regional Office in Denver, Colorado.

As directed by the Contracting Officer’s Representative (COR), the contractor shall utilize the organizational development services in Appendix 1 to complete the following tasks:

1. Initial Meeting - Vision and Alignment

The contractor shall conduct an initial meeting1 to obtain a clear focus on a shared vision of project success and quantify the project goals and identify key objectives the agency wants to accomplish. The Contractor shall draft a proposal with techniques, timelines, milestones, and action items with designated responsible parties (including CSB staff and the contractor) for the project that will be shared at all levels of the organization. The contractor shall work with the COR/management to create clear accountabilities for the various people involved in the project that will be necessary to insure the project’s success. The CSB anticipates this meeting will be approximately one (1) 8-hour day in duration with preparation and collaboration with the COR required prior to the meeting.

2. Executive Coaching for the Chairperson and Managing Director

The contractor shall provide two (2) months of intensive executive coaching. The CSB anticipates the contractor will conduct coaching sessions one or two times per week (in total for both employees) for the first two months. These coaching sessions can be conducted in person or over the phone/videoconference, as directed by the COR. Following the first two (2) months of intensive executive coaching, the contractor will provide 6 to 8 months of follow-up/reinforcement for the Chairperson and Managing Director. The CSB anticipates follow up coaching sessions will occur once a month either in person or over the phone/videoconferencing, as directed by the COR. The duration of coaching sessions will vary from one hour to full day (8 hour)

1 This meeting could be attended by the Board, Managing Director, COR, Workplace Improvement Committee and other invitees.

sessions, as directed by the COR. Coaching sessions may include, but are not limited to, one-one-one discussions, shadowing, etc. The coaching will focus on:

Developing leadership insights and skills to lead the CSB from the executive level.

Developing strategies and action plans to build trust in the organization and create “safe environments” to foster employee retention and increased levels of performance.

Establishing personal and organizational vision.

Creating clear expectations to achieve the organizational vision.

Exploring communication styles and leadership versatility.

Preparing for and handling difficult conversations.

Maintaining collegial environments through de-escalation of difficult situations.

Coaching managers and staff to achieve higher levels of performance and accountability.

Developing an agency-wide vision with non-negotiable standards of conduct.

Conducting effective one-on-one developmental meetings with direct reports for staff development.

Developing skills to provide critical feedback through strength-centered feedback to staff.

Developing reflective listening skills to enhance respect for others and increase the overall contribution from staff.

3. Staff/Manager Development

The contractor shall provide staff and manager development. These sessions may include, but are not limited to, group training, one-on-one discussions, team building, etc. These meetings may be conducted in person in Washington, DC or Denver, Colorado, or over the phone/videoconference, as directed by the COR. The CSB anticipates these sessions will occur approximately two (2) times each month. The development will focus on:

Develop CSB shared values with the Workplace Improvement Committee

(WIC).

Communication of core agency vision and values and incorporating personal vision.

Work with the managers to create clarity through the use of “expectations conversations” around the vision of the individual’s position at the CSB and the core agency vision.

Establish personal development goals, project execution skills, and performance accountability for the entire staff (approximately 40 employees).

Develop communication tactics for staff, such as:

o Recognition and flexibility of communication styles to promote leadership versatility.

o Planning for and executing difficult conversations to reduce the tension and adverse conditions among staff members.

o Maintaining collegial environments through de-escalation of difficult situations among teams.

Establish standards for managing staff and individual performance to increase effectiveness and levels of performance.

Establish a talent management process, including the identification and development of agency staff.

4. Feedback Reports

The contractor shall provide feedback reports to the COR and executive management on a quarterly basis. This may be done through the use of various assessment instruments. Tasks associated with this area include, but are not limited to, coordination and distribution of assessment instruments, such as surveys or employee assessments; facilitation of small and large group discussions around the instrument(s) and feedback reports, development and facilitation of training sessions for staff development.

The contractor and COR will establish a schedule for feedback during the initial planning meeting.

DELIVERABLES

Task 1: Vision and Alignment Meeting – The contractor shall provide a written proposal following the meeting. It shall include techniques, timelines, milestones, and action items. A written summary of this activity shall be included in the monthly progress reports (see below).

Task 2: Executive Coaching for the Chairperson and Managing Director – The contractor shall provide written summaries of all coaching activities with the Chairperson and/or Managing Director in the monthly progress reports.

Task 3: Staff/Manager Development – The contractor shall provide written summaries of all activities related to staff and manager development to the COR in the monthly progress reports. In addition, the contractor shall provide all training and development materials created for the CSB to the COR no later than thirty (30) days after the materials have been developed and tested.

Task 4: Feedback Reports – The contractor shall provide a written summary of any feedback conducted for the CSB in the monthly progress reports. In addition, the survey/assessments/feedback instruments that have been created by the contractor shall be provided to the CSB no later than thirty (30) days after the survey/assessment/feedback has been conducted.

KEY PERSONNEL

Project Manager:

The project manager will be responsible for coordinating resources for the tasks described above; interacting with the COR on ongoing activities; managing the timeline for completion of activities assigned in the task orders; and implementing the Contractor’s quality control plan. Minimum experience: 10 years.

Facilitator:

The contractor shall provide experienced facilitators for meetings, focus groups, workshops, retreats, etc. The facilitation shall provide structure and focus to meetings to enable clients to successfully reach their meeting goals. It shall also provide mechanisms for dealing with group dynamics. The contractor shall provide follow-up facilitation and/or documents to support the actions developed during meetings and ensure successful implementation of new ideas and practices. The contractor shall provide facilitation and documentation of the development of operating procedures, protocols, and processes.

The facilitator shall provide process consultation, diagnostic, development, implementation and evaluation support to work teams and organizations. Support shall be tailored to specific team challenges (e.g., new start-up teams, new leadership assimilation, and intergroup teambuilding) and focus on team cohesiveness and effectiveness in accomplishing organizational goals. Methodologies may include, but not be limited to, in-person exercises, interviews, surveys, web-based tools, diagnostic reports and outcome-driven interventions.

The facilitator shall guide the organization in the development of strategic plans and their implementation. The contractor shall develop plans that refresh, develop and identify the organization’s vision, mission, goals, objectives, action plan, and metrics. The Contractor shall identify strengths and weaknesses in relation to mission accomplishment and environmental factors that influence the organization’s effectiveness and forecasting their future impact. The contractor shall provide role development interventions to increase employee effectiveness, productivity, engagement, clarify role, expectations, identify obligations of members of a workgroup and resolve conflict associated with role ambiguity. Minimum experience: 10 years

Training Coordinator:

The contractor shall develop and provide agency specific customized content to ensure the organization develops common understanding of the vision, mission, goals etc., a coaching performance culture, and talent identification and development. The goal of the training is to increase employee effectiveness, higher levels of employee productivity and increased employee engagement. Minimum experience: 5 years

Coaches:

The contractor shall provide executive/team coaches. The agency requires coaching that focuses on aligning individual and organizational goals to optimize mission results.

Coaches must demonstrate effectiveness and experience with all levels of leaders either in the Federal Government or private sector and who have a depth of self-knowledge, maturity, empathy, and objectivity that enables them to create the kind of open, trusting, and respectful relationship that is necessary for a client to risk the self-examination, disclosure, and experimentation with new behaviors that are necessary for true change.

Coaches should have the ability to create awareness, ask powerful questions, and inspire clients to move to action. Services shall include but are not limited to:

Executive Coaching. The contractor shall conduct leadership coaching sessions and provide coaching, feedback and/or strategy discussions to Agency personnel by phone, on-line and/or in person to help participant(s) identify critical success factors, identify strengths and weaknesses, and develop personal action plans.

Minimum experience: 15 years.

Team Coaching. The contractor shall provide coaching sessions, support, and feedback/strategy discussions to Agency teams by phone, on-line, and/or in person to identify critical success factors, identify strengths and weaknesses, and develop performance action plans. Minimum experience: 10 years.

TIMETABLE

This contract will be awarded for one (1) year. During the initial meeting a timeline for all tasks in this statement of work will be agreed upon and put in writing.

PROGRESS REPORTS

Throughout the entire period of performance under this contract, the Contractor shall provide monthly progress reports to the COR. At the COR’s option, these reports may be submitted orally or in writing, except as noted below. Each report shall include the following information to the extent to which it is applicable for the reporting period:

Description of progress made during the reporting period on all open tasks, including significant accomplishments; problem areas, if any; and recommendations, if any.

Update on resolution of any problems described in previous reports.

Notice of any anticipated deviations from previously established technical plans, cost estimates, delivery dates, and/or performance schedules.

Summary of tasks finished, and deliverables completed and delivered, during the reporting period.

Summary of labor hours expended and hourly fees billed, by labor category and in total, for the reporting period and cumulatively (must be provided in writing).

Itemized summary of any non-labor costs billed to the CSB for the reporting period and cumulatively (must be provided in writing).

In addition to these progress reports, the Contractor shall promptly report to the COR any noteworthy accomplishments, significant problems, and/or other matters requiring immediate attention. It is particularly important that the Contractor immediately report to the COR any issues that might adversely affect the performance schedule or delivery date for any tasks and/or deliverables, or result in an increase in the estimated cost of completing the work. The COR may ask the Contractor for informal progress updates at any time.

CONTRACT TYPE

This will be an indefinite delivery indefinite quantity (IDIQ) contract, with individual task orders issued with firm fixed prices for specific activities and hourly rates for additional consulting and project management activities. Travel expenses will be reimbursed in accordance with federal travel regulations (www.gsa.gov/ftr). The majority of travel required under this contract will be to the CSB’s headquarters office in Washington, DC and the Western Regional Office in Denver, Colorado.

GENERAL ORDERING PROCEDURES

Task Proposal Requests All work and services to be performed under this contract will be initiated by a task proposal request to be issued by the COR to the contractor. The task proposal request will specify, at a minimum, the following information:

a. A description of the work to be performed

b. The desired period of performance or required completion date

c. Performance Requirements Summary

d. The date and time the Contractor’s proposal is due

e. The order type.

The task proposal request neither commits the Government to pay any costs incurred in the submission of any proposal or in making necessary studies for the preparations thereof, nor does it commit the Government to issue a task order for such services. The Contracting Officer (CO) is the only individual who can commit the Government to the expenditure of public funds in connection with this contract.

Task Proposals The Contractor shall provide a written response (task proposal) to the task proposal request within ten (10) calendar days, unless otherwise specified in the task proposal request. The Contractor’s written response shall consist of the following at minimum:

a. A technical proposal specifying the Contractor’s approach to performing the required work

b. A Quality Control Plan specific to the order

c. A detailed work schedule identifying all significant milestones and deliverables, including completion dates

d. A price proposal for the required work on a labor-hour, or time-and-materials basis. The price shall be calculated using the appropriate rates and unit prices agreed to in the contract along with any estimate of the required materials.

The Contractor shall identify each category of labor required to perform the work and the corresponding number of hours for each category.

The Government may enter into discussions with the Contractor regarding the task proposal for purposes of negotiating the technical approach, proposed staffing hours, or any other issues.

If the performance of a task extends beyond a contract year, the price of the task will remain the same as initially proposed and accepted. If the contract pricing for the option year increases, the Contractor may use the option year pricing to calculate the cost for the work projected for the option period in the original task proposal.

Task Orders The Government will issue task orders under this contract. Task orders will be issued on a labor hour or time-and-materials basis.

Should the Government determine to proceed with the work identified in the task proposal request, a task order will be issued by the CO to specify the work to be performed by the Contractor. All task orders will be unilateral. Task orders will be transmitted by electronic mail. At a minimum, each task order issued under this contract will include the following:

a. A task order number

b. A description of the work to be performed

c. The work schedule, period of performance, or required completion date

d. The Performance Requirements Summary

e. The not-to-exceed amount for labor-hour or time-and-materials orders

f. The obligation of funds

g. The payment schedule/terms

h. The deliverables

PAYMENT

The contractor shall invoice the CSB for payment on a monthly basis following the submission of the monthly progress report. The invoice will include the activities completed, a description of each meeting attended – including the names of participants, and the number of hours and labor categories for consulting and project management activities.

Payment will be authorized upon receipt of an invoice and upon the COR’s determination that the work covered by the invoice has been performed in accordance with all contract requirements.

QUALITY ASSURANCE SURVEILLANCE PLAN (QASP):

1) The COR will summarize and document the Contractor’s performance in the three categories listed below (evaluation based on meeting the requirements of this PWS and the contractor submitted Quality Assurance Plan):

a) Quality of service

b) Business relations

c) Timeliness of performance

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 the contract.

Unacceptable performance will be recorded and the Contractor shall be required to correct the unacceptable condition within a 24-hour time period. If the Contractor does not correct the unacceptable condition within 24-hours, the COR will notify the Contracting Officer who will take appropriate administrative action for unacceptable performance. When an observation indicates defective performance, the COR will require the Contractor to initial the observation. The initialing of the observation does not constitute concurrence with the observation;

it only indicates acknowledgement that the Contractor has been made aware of a potentially defective performance.

CONTRACTING OFFICER AUTHORITY

In no event shall any understanding or agreement between the Contractor and any government employee other than the appointed Contracting Officer on any contract modifications, change orders, letter or verbal direction (other than direction within the scope of the COR’s authority) to the Contractor be effective or binding upon the government. All such actions must be formalized by the proper contract modification 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, it is the Contractor’s responsibility to make inquiry of the Contracting Officer before making the deviation.

CONFIDENTIALITY

Prior to commencing performance under the purchase order, the selected contractor and certain contractor personnel will be required to complete a confidentiality agreement with the CSB.

ADDITIONAL TERMS

Performance under the contract will be subject to the following additional terms, which are hereby incorporated into the contract:

1. Public Release of Information

Contractor shall submit any proposed public release of information pertaining to its work for the CSB to the General Counsel of the CSB for approval prior to release.

Contractor shall release no such information without prior written approval from the CSB General Counsel.

2. Personnel Security Requirement

Contractor, and Contractor personnel assigned to perform work for the CSB, shall execute a non-disclosure agreement as a condition for granting Contractor, and its personnel, access or potential access to sensitive or confidential information.

3. Contractor Testimony

Contractor shall immediately report to the General Counsel of the CSB any and all requests for the testimony of Contractor and/or its personnel, and any intention to testify as a witness relating to: (a) any work required by and/or performed for the CSB; (b) any information or data produced by Contractor in the course of its work for the CSB; or (c) any information provided by any individual or entity to assist Contractor in performing work for the CSB. All requests for testimony of Contractor and/or its personnel that fall within the scope of 40 C.F.R. part 1611 shall be handled in accordance with the provisions of that regulation.

4. Organizational Conflicts of Interest

a. Contractor, its personnel, and any other person or entity performing work for Contractor on behalf of the CSB, shall execute a certification of non-conflict of interest.

Such executed certification constitutes the signatory’s acknowledgement that he/she has read and understood the requirements of this clause and agrees to abide by its terms.

b. Contractor and its personnel performing work for the CSB under this contract should not be placed in a conflicting role because of current or planned interests (whether financial, contractual, organizational, or otherwise), which relate to the work performed under this contract, nor should Contractor obtain an unfair competitive advantage over other parties by virtue of its performance under this contract.

c. Contractor warrants that, to the best of its knowledge and belief, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest, as defined in FAR Subpart 9.5, or in the alternative, warrants that it has fully disclosed all such relevant information. Additionally, during the term of this contract, Contractor agrees to forego entering into any other contractual arrangements with any firm or organization, the result of which may give rise to a conflict of interest with respect to the work being performed under this contract. Contractor shall ensure that all agents, employees, and subcontractors retained for any purpose under this contract abide by the provisions of this entire clause. If Contractor has reason to believe, with respect to itself or any of its agents, employees, or subcontractors, that any proposed contractual arrangement with any firm or organization may involve a potential conflict of interest, the contractor shall obtain the written approval of the Contracting Officer and the General Counsel of the CSB before the execution of such contractual arrangement.

d. Contractor further agrees that if, after it commences work for the CSB, it discovers organizational conflicts of interest with respect to this contract, it shall make an immediate and full disclosure in writing to the Contracting Officer and the General Counsel of the CSB. It is agreed that this disclosure will include a description of the action that Contractor has taken or proposes to take to avoid or mitigate the conflicts.

Contractor shall continue performance until notified by the Contracting Officer of any contrary and/or supplemental action to be taken.

e. It is the specific responsibility of Contractor to ensure that any and all subcontractors, and any subcontractors' employees, are free from conflicts of interest.

Contractor warrants that no subcontractors already identified, or any of their subcontractors' employees, have an identifiable conflict of interest. It is further agreed that, in the event a conflict of interest is discovered after award of the subcontract, the same rules for disclosure, and all of the same remedies open to the CSB, described below, remain binding. Contractor further agrees to insert in each subcontract or agreement done in furtherance of this contract, provisions which shall conform substantially to the language of this entire clause.

f. During the period of performance under this contract, and for a period of six months after final completion of the contracted services rendered to the CSB, Contractor specifically agrees not to represent, assist, be employed by, or otherwise perform any services or functions for any entity or individual that is the subject of an official CSB investigation.

g. Notwithstanding the immediately foregoing prohibitions, the Contracting Officer and the General Counsel of the CSB may authorize Contractor to solicit or perform this general type of work if the Contracting Officer and the General Counsel determine that the situation will not pose a potential for bias or unfair competitive advantage, and that the Contracting Officer and the General Counsel of the CSB approve of the proposed solicitation or work.

h. For breach of any of the above restrictions, or for intentional nondisclosure or misrepresentation of any relevant conflicts of interest required to be disclosed concerning this contract, or for such erroneous representations that necessarily imply bad faith, the CSB may terminate the contract for default, disqualify Contractor from subsequent contracts, and pursue other remedies permitted by law or this contract. Notwithstanding these remedies, however, the CSB may always terminate the contract for convenience, in whole or in part, if termination is in the best interests of the government.

5. Proprietary Rights

Contractor agrees that all property rights, including publication rights, in the information and materials produced by Contractor for the CSB shall vest in the government. Information and materials shall include, but not be limited to: progress reports, source data, plans, systems analyses, reports, extracts, test data, and procedures.

Contractor shall not publish any of the results of its work for the CSB without the prior written approval of the General Counsel of the CSB.

Appendix 1

Organization Development Services

The contractor shall provide consultation and interventions to achieve congruence among organizational components such as groups, environment, technology, individuals, and tasks. The contractor shall provide analysis, consultation, and guidance to leadership to determine the changes needed to improve the organizational health and effectiveness.

Tasks may include, but are not limited to the design and implementation of the following organizational development activities:

Assessment of needs Conflict Resolution

On and off-site meeting facilitation Change management

Strategic Planning Systems thinking

Team Building Innovation and creativity

Research on best practices Organizational Coaching

Professional development Leadership

Long-term planning and strategy Organization Communication

Design and facilitation of focus groups Organizational design role

Culture and climate assessment Leadership transition

Succession Planning Customized training

Talent identification, management and development 360 Performance Reviews

Vision and values clarification

Appendix 2: Definitions

360 Performance Assessment – Feedback that comes from members of an employee's immediate work circle, including subordinates, peers (colleagues), and supervisor(s), as well as a self-evaluation

All Hands Meeting – An internal CSB meeting with all members among the staff in all regional offices via video conference

Change Management – An approach to transitioning individuals, teams, and organizations to a desired future state

De-escalation – An anger management tool to remove tension between two participants in a conflictual relationship or intervention

Expectations Conversation – Conversation focused not only on projects and tasks to be completed on time and within budget but also a definition of excellent performance

Individual Development Plan – A tool used to assist employees in career and personal development. Its primary purpose is to help employees reach short and long-term career goals, as well as improve current job performance

Reflective Listening – A communication strategy involving two key steps: 1) seeking to understand a speaker's idea and 2) offering the idea back to the speaker to confirm the idea has been understood correctly

Strength-Centered Feedback – Addressing problems and adversity to include a discussion of solutions, strengths, and wellness

Succession Planning – Process for identifying and developing internal staff with the potential to fill key business leadership positions as they become available

Systems Thinking – Process of understanding how systems behave, interact with their environment and influence each other, specifically within a social organization

Talent Management System – An internal system to manage staff recruitment;

performance management; learning and development; and compensation management

Workplace Improvement Committee (WIC) – A 6-member CSB committee focused on creating constructive change within the workplace environment.

Commercial Items Terms and Conditions

Provisions and Clauses

52.212-3 Offeror Representations and Certifications—Commercial Items (MAY 2014).

An offeror shall complete only paragraph (b) of this provision if the offeror has completed the annual representations and certifications electronically via http://www.acquisition.gov. If an offeror has not completed the annual representations and certifications electronically at the System for Award Management (SAM) website, the offeror shall complete only paragraphs (c) through (o) of this provision.

(a) Definitions. As used in this provision— “Economically disadvantaged women-owned small business (EDWOSB) concern” means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

“Forced or indentured child labor” means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

“Inverted domestic corporation”, as used in this section, means a foreign incorporated entity which is treated as an inverted domestic corporation under 6 U.S.C. 395(b), i.e., a corporation that used to be incorporated in the United States, or used to be a partnership in the United States, but now is incorporated in a foreign country, or is a subsidiary whose parent corporation is incorporated in a foreign country, that meets the criteria specified in 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c). An inverted domestic corporation as herein defined does not meet the definition of an inverted domestic corporation as defined by the Internal Revenue Code at 26 U.S.C.

7874.

“Manufactured end product” means any end product in Federal Supply Classes (FSC) 1000-9999, except—

(1) FSC 5510, Lumber and Related Basic Wood Materials;

(2) Federal Supply Group (FSG) 87, Agricultural Supplies;

(3) FSG 88, Live Animals;

(4) FSG 89, Food and Related Consumables;

(5) FSC 9410, Crude Grades of Plant Materials;

(6) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) FSC 9610, Ores;

(9) FSC 9620, Minerals, Natural and Synthetic; and

(10) FSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

“Restricted business operations” means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174).

Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

“Sensitive technology”—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

“Service-disabled veteran-owned small business concern”—

(1) Means a small business concern—

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

“Small business concern” means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

“Subsidiary” means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

“Veteran-owned small business concern” means a small business concern—

(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

“Women-owned business concern” means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

“Women-owned small business concern” means a small business concern—

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

“Women-owned small business (WOSB) concern eligible under the WOSB Program” (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States.

(b)

(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph

(b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through http://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ______________.

[Offeror to identify the applicable paragraphs at (c) through (o) of this provision that the offeror has completed for the purposes of this solicitation only, if any.

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract will be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it o is, o is not a small business concern.

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents as part of its offer that it o is, o is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that it o is, o is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, for general statistical purposes, that it o is, o is not a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it o is, o is not a women-owned small business concern.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.] The offeror represents that—

(i) It o is,o is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It o is, o is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB Program participating in the joint venture. [The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participating in the joint venture: __________.] Each WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. [Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.] The offeror represents that—

(i) It o is, o is not an EDWOSB concern, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It o is, o is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(7)(i) of this provision is accurate for each EDWOSB concern participating in the joint venture. [The offeror shall enter the name or names of the EDWOSB concern and other small businesses that are participating in the joint venture: __________.] Each EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

Note: Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(8) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it o is a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount…