SP4702-22-R-0004 Attachment 2 - Section L.pdf

Section L

ORGANIZATIONAL CULTURE/CLIMATE SURVEY AND MULTI-SOURCE (MSF)

360 LEADERSHIP ASSESSMENT AND ASSOCIATED CONSULTING, TECHNICAL

AND ANALYTICAL SUPPORT SERVICES

SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

GENERAL INFORMATION

Solicitation Provisions by Reference

The following Federal Acquisition Regulation (FAR) and Defense FAR Supplement (DFARS) solicitation provisions and/or contract clauses pertinent to this section are hereby incorporated by reference:

FAR 52.212-1 Instructions to Offerors-Commercial Items (Nov 2021) FAR 52.215-16 Facilities Capital Cost of Money (Jun 2003) FAR 52.215-22 Limitations on Pass-Through Charges—Identification of Subcontract Effort (Oct 2009) FAR 52.216-1 Type of Contract (Apr 1984) FAR 52.216-27 Single or Multiple Awards (Oct 1995) FAR 52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation (Feb 1999) FAR 52.222-26 Equal Opportunity (Sep 2016) FAR 52.222-46 Evaluation of Compensation for Professional Employees (Feb 1993) FAR 52.233-2 Service of Protest (Sep 2006) FAR 52.237-10 Identification of Uncompensated Overtime (Mar 2015) FAR 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) FAR 52.252-5 Authorized Deviations in Provisions (Nov 2020) DFARS 252.215-7012 Requirements for Submission of Proposals via Electronic Media.

Basic (Jan 2018)

General Instructions

The Offeror is required to submit sufficient information concerning the following areas to enable Government personnel to fully ascertain capabilities of the Offeror to perform the requirements.

The proposal must be sufficient in detail and scope to permit evaluation and provide the evaluators a clear understanding of the Offeror’s capability to meet or exceed the defined elements as required by the solicitation. All proposals must clearly and convincingly demonstrate that the Offeror has a thorough understanding of the requirements and associated risks; the Offeror is able, willing, and competent to devote the resources necessary to meet the requirements; and the Offeror has valid and practical solutions for all requirements and potential risk areas. The Offeror must respond to all requirements of the solicitation and not alter or rearrange the solicitation. The Offeror has the burden of proof to demonstrate compliance with all the evaluation factors identified in this solicitation. The Offeror is advised that the Government may incorporate into the final contract any portions of the Offeror’s proposal deemed beneficial to the Government. Except for Volume III Price, no cost or pricing information should appear in any volume. If any pricing information is contained in any other volume, the Contracting Officer, may determine that including pricing information in other volumes is reason for an immediate removal from the competition. In addition, pricing information that is contained in any other volume, but Volume III, will not be incorporated into the final contract. Alternate proposals are not acceptable.

In presenting material in the proposal, the Offeror is advised that quality of information is more important than quantity. Clarity, brevity, and logical organization should be emphasized during proposal preparation. The Offeror is responsible for presenting enough information to allow the Government to evaluate the proposed work effort, support, approach, and the cost/price proposal without opening discussions. Statements that the prospective Offeror understands, or can and/or will comply with, the specifications, and paraphrasing the requirements or parts thereof without supporting information are considered inadequate by the Government and may result in a rating of unacceptable.

The Offeror must include any data that illustrates the adequacy of the various assumptions, approaches, and solutions to problems. Failure to address a specific factor clearly may be considered a deficiency and/or may result in the factor being rated unacceptable. There is no need to repeat information in more than one volume if an overlap exists; the detailed information must be included in the most logical place and summarized and referenced in other areas.

Unnecessarily elaborate brochures or other presentation materials beyond that sufficient to present a complete and effective proposal is neither necessary nor desired.

The Offeror is expected to comply with all requirements of the solicitation. The Government advises the Offeror that taking exception or deviating from any term or condition of the solicitation may make an offer technically unacceptable and rejected without further consideration. Any request to tailor FAR Clause 52.212-4 per FAR 12.302 must be clearly identified by the Offeror in its Executive Summary. However, the Government advises the Offeror that it is not required to consider nor accept any requests to tailor FAR 52.212-4. Any exception or deviation from any terms and conditions of the solicitation will be provided in Vol I, Cover Letter.

Questions

Offerors may submit questions requesting clarification of solicitation requirements by emailing:

The Contract Specialist at Nicole.Drake@dla.mil The Contracting Officer at Julie.Miller@dla.mil The Government:

• Requires that all questions be received within ten (10) business days from the date this solicitation is issued, which is 13MAY22

• Will not accept phone calls

• Will post answers to the questions received on the Sam.gov website (https://sam.gov/) and Defense Logistics Agency Internet Bid Board Systems (DIBBS) website via amendment

• Recommends listing questions in a Microsoft (MS) Excel spreadsheet with document name, page number, paragraph or section number, context, and question or comment

Sample:

Document Name Page # Paragraph, Section # or context

Question/Comment

RFP (1449) 7 Paragraph 6 or last paragraph:

Contract Maximum Dollar Value

Typo

PROPOSAL SUBMISSION

The submission date for all volumes shall be no later than the date and time specified in the solicitation.

Electronic Submissions Only

The Offeror shall use Electronic means (Email) of sending the proposal. No mailed copies required or permitted. The Electronic documents should be clearly marked with the solicitation number and appropriate volume number.

Late Submissions

Proposals submitted after the closing date and time specified for receipt of offers are “late” and will not be considered for award.

The Government will process late submissions of proposals in accordance with FAR 52.212-1.

If the electronic copy is received late, it is not eligible for consideration in accordance with FAR 52.212-1 and Alternate I. The Government will reject that proposal without evaluation.

Proposal Submission

Solicitation No: SP4702-22-R-0004 Opening/Closing Date and Time: 03MAY22-02JUN22 Note: Proposals will be accepted any time before the closing date and time.

The Offeror shall submit one Electronic copy of the proposal as shown in paragraph 2.6.5 of Section L and must be emailed to Julie.Miller@dla.mil and Nicole.Drake@dla.mil and received no later than the solicitation close date.

CAUTION NOTICE – EMAIL DELAYS

Submission of proposals via electronic mail (email) is authorized. However, the Defense Information Systems Agency (DISA) has informed all Department of Defense (DoD) Activities that all email traffic from Non-DoD sources is experiencing delays upon entry to the Enterprise Email Security Gateway (EEMSG). Therefore, it should be anticipated that any proposal submitted via email in response to this solicitation will experience some level of delay. All potential Offerors are hereby cautioned that any proposal, modification, or revision that is received at the designated Government office AFTER the exact time specified for receipt of proposals is “late” and will not be considered. For purposes of this solicitation only, any proposal, modification, or revision that is submitted via email to the designated Government office AND received by DISA/EEMSG no later than the time specified by this solicitation will be considered to have been timely received at the designated Government office. It is highly encouraged that an email with no attachment is sent to those indicated above to alert them your proposal has been sent via email and to request confirmation of receipt.

Classified Data

All proposals must be UNCLASSIFIED.

Document Requirement

All volumes of the proposal shall be delivered to the email addresses provided prior to the closing date and time stated in this solicitation. There shall be no reference to pricing in the Non-Price proposal or in the cover letter or executive summary.

The Offeror shall mark each page of its proposal with the legend “Source Selection Information

– See FAR 2.101 and 3.104.” This includes the cover page and every page that may contain source selection information. Note that the Offeror has an independent requirement to mark anything deemed to be bid or proposal information, protected proprietary information, or other information that is to be protected from disclosure to ensure that the information is protected.

Proposal Content and Volumes

Cover Page

Each volume shall contain the following items in addition to the non-price and price proposal data required by the solicitation.

Cover Page: The cover should indicate the following:

Proposal Title Proposal Volume Volume Number Offeror Name and Address Principal Point of Contact Name and Phone Number Commercial and Government Entity (CAGE)/Data Universal Numbering System (DUNS)

Table of Contents: The table of contents shall provide sufficient detail as to allow the important elements to be easily located.

Note: The Cover Page and Table of Contents are not included in page counts with respect to page limitations.

Cover Letter and Executive Summary The cover letter should be on company letterhead and must contain a statement committing the Offeror to the proposal and stating its validity for a period of at least 180 days. This letter should also include the name, title, phone number, and e-mail address for the persons authorized to negotiate with the Government in connection with the solicitation. The letter must be signed by a responsible officer or partner/principal of the Offeror who is authorized to bind the firm contractually. The letter must also contain a statement that the proposal meets the specifications of each subsection of the solicitation.

An Executive Summary of the Offeror’s entire proposal is required. This summary will not be evaluated but will be used to gain an understanding of the overall proposal contents. It should identify and highlight significant features of the proposal and include the salient points contained in the various volumes and chapters. The Executive Summary shall not include any price-related information.

The following format should be followed in developing the summary:

1. General Information (see Note 1 below)

2. An overview of Technical Capability

3. Solicitation Deviations and Qualifications and Requests to Tailor FAR 52.212-4 (see Note 2)

Note 1: The General Information section of the Executive Summary should include the following information:

a) Company name and address,

b) Company Taxpayer Identification Number (TIN),

c) DUNS number

d) CAGE code

e) The name, phone number, and e-mail address for the authorized company negotiator relative to the proposal.

Note 2: Solicitation deviations and qualifications are proposed exceptions to one or more of the requirements contained in the PWS or elsewhere in Request for Proposal. Solicitation deviations and qualifications may cause proposals to be considered unacceptable and rejected without further consideration. Therefore, Offerors must address each deviation or qualification in the Executive Summary and provide a detailed description of its request with the reasons for the request, such as any difficulty with the applicable requirement, in addition to the firm’s proposed approach. Separately, and in accordance with FAR 12.302, the Offer will identify all requests to tailor FAR Clause 52.212-4. However, the Government advises the Offeror that it is not required to consider neither accept any requests to tailor FAR 52.212-4.

Solicitation Amendments (if Applicable) The proposal shall include a signed acknowledgment of the amendments, if any amendments are issued to the solicitation. This information should be included as an additional chapter. Refer to Volume Structure section.

Proposal Evaluation Factors Evaluation factors are listed as follows:

Evaluation Factors

Factor 1: Technical Evaluation Subfactor A: Organizational Culture Model including a Culture Survey and

MSF 360 Leadership Assessment Subfactor B: DLA Adapted Climate Survey Subfactor C: Administration and Management of the combined DLA

Culture and Climate Survey Subfactor D: Administration and Management of DLA MSF 360 Leadership

Assessment Subfactor E: Staffing and Management Plan

Factor 2: Past Performance Factor 3: Price

Volume Structure Proposals submitted shall be contained in separate volumes in the required number of copies.

Page limitations for each volume, if any, are also specified in the table below. Title and table of contents pages do not count toward page limits. If the offeror feels inclined to include a glossary and/or a compliance matrix to cross reference proposal sections to PWS requirements, these documents will not count toward page limits. Proposal pages beyond the specified maximum limit will not be reviewed as part of the evaluation. The contractor shall provide an independent response for each factor. Information provided in one factor response will not be considered in a differing factor response. Offers that do not follow the volume structure indicated below may not be evaluated or further considered for award.

List of volumes and factors are as follows:

Volume Chapter Page Limit Format Copies Required

Introduction to Vol I

Cover Letter and Executive Summary Exceptions and Deviations and Glossary and Index 5 PDF

1 Electronic copy

Introduction to Vol I

Solicitation and Amendments Acknowledgment (if applicable) No limit PDF

1 Electronic copy

Vol I Non-Price Proposal Refer to Section 3.0

Factor 1: Technical Evaluation

Subfactors A, B, C, D and E

PDF

1 Electronic copy

Volume Chapter Page Limit Format Copies Required

Vol II Non-Price Proposal Refer to Section 3.0

Factor 2: Past Performance

PDF

1 Electronic copy

Vol III Price Proposal Details on Section 3.0

Factor 3: Price

Excel &

PDF

1 Electronic copy

Note 1: The Offeror shall provide spreadsheet information on functional MS Excel spreadsheet(s) (e.g., total column utilizes equation that sums appropriate lower-level items).

Note 2: The Offeror shall provide adequate documentation to enable a thorough evaluation of the proposal.

Note 3: Content of Volume I Non-Price Proposal shall not exceed 100 pages.

Note 4: Content of Volume II Past Performance shall not exceed 40 pages.

Note 5: Content of Volume III Price Proposal shall not exceed 20 pages.

Proposals shall use Times New Roman 12-point normal font (no reduction permitted), single-spaced with 1-inch margins all around, and formatted for standard 8.5 x 11-inch paper. All pages shall be numbered with section and page numbers. Foldout pages shall not exceed a quantity of five (5) and be no larger than an 11 x 17 inches and shall count as one page.

Drawings may be provided separately and may be any size but shall be folded to approximately

8.5 x 11-inch standard size and shall count as one page. Graphs shall be presented in no smaller than a 10-point font and shall contain a grid, which allows values to be read directly from the graph to the same accuracy that a 10 x 10 to the ½-inch grid provides. Graphic resolution, including such data as tables or charts, shall be consistent with the purpose of the data presented.

EVALUATION FACTOR SUBMISSION REQUIREMENTS

Evaluation factors are described in Section M, Evaluation Factors for Award, in the solicitation.

Offerors’ proposals shall include all information necessary for evaluation as described in Evaluation Factors for Award. In addition, specific submission requirements for certain items are described below. The Offeror shall use the requirements outlined in the PWS and all other Government provided documentation to respond to Factors 1, 2, and 3.

Factor 1: Technical Evaluation

Subfactor A: Organizational Culture Model including a Culture Survey and MSF 360 Leadership Assessment

The Offeror’s proposed approach shall address how the Offeror will successfully fulfill all requirements defined in the solicitation and shall demonstrate a clear understanding of the Organizational Culture Survey and Multi-Source Feedback (MSF) 360 Leadership Assessment and associated consulting, technical and analytical support requirements, specifically but not limited to, those outlined in the PWS. The evaluation of the technical approach will ensure that the proposal identifies how risks to schedule and/or performance will be mitigated.

The success and operational capability for the Organizational Culture Survey and MSF 360 and associated consulting, technical and analytical support solution will depend on the Offeror’s technical capability to provide an organizational culture model that links organizational culture and leadership scores to bottom line organizational performance measures that will be the foundation of the DLA Culture Survey and the DLA MSF 360 Leadership Assessments. In addition, the Offeror must have a proven method of successfully delivering, analyzing, interpreting, and reporting the DLA Culture Survey and the DLA MSF 360 Leadership Assessment based on the Offeror’s organizational culture model to a large, geographically distributed workforce that will ensure compliance with the PWS, and all other technical and functional requirements proposed for the effort. The Offeror shall provide an organizational culture model, organizational culture survey and MSF 360 Leadership Assessment that must meet the following requirements (para 3.1 of PWS):

• Organizational Culture Model o Must be a systems model. A systems model concerns an understanding of a system by examining the linkages and interactions between the elements that compose the entirety of the system. When action is taken in one area, it will often have an impact on other areas and likewise, not paying attention to an area may also impact other areas of the model. The systems model shows patterns, trends, and themes.

o Must link organizational culture and leadership scores to organizational performance measures.

o Must measure the organization’s level of commitment to employees, measure the level of employee commitment to the organization, measure the level of organizational trust, measure how the organization supports behaviors of safety and work practices and assess employee engagement.

o Must show the underlying beliefs and assumptions about an organization, coworkers, customers, line of business, and leaders in measurable ways that will ultimately impact the organization’s performance. These underlying beliefs and assumptions, and their associated behaviors will determine the culture of an organization.

• Organizational Culture Survey and MSF 360 Leadership Assessment o Must align with the Offeror’s organizational culture model o Must be able to administer in electronic and hardcopy format o Must be Section 508 compliant o Must demonstrate knowledge in using the Offeror’s organizational culture model successfully as the foundation for the Offeror’s Organizational Culture Survey and the MSF 360 Leadership Assessment o Must demonstrate knowledge in foreign language translation of the Offeror’s Organizational Culture Survey questions and responses

3.1.1.1 Offerors shall submit the following to be reviewed as part of the technical evaluation process:

• A copy of the offeror’s organizational culture model and information about the model (to include but not limited to the name, background/foundation, and how it links organizational culture and leadership to bottom-line organizational performance measures) to be reviewed as part of the technical evaluation process.

• Two copies [one in English and one translated in the Spanish (European Spanish dialect) language] of the Offeror’s Organizational Culture Survey questions

• One copy of the Offeror’s MSF 360 Leadership Assessment questions

Subfactor B: DLA Adapted Climate Survey The Offeror shall address its proposed approach to designing, developing, and translating tailored questions and responses for the climate survey to ensure compliance with and successfully fulfill the requirements of the PWS. The Offeror shall provide a climate survey that must meet the following requirements (para 3.1 of PWS):

• Must demonstrate knowledge in designing and developing tailored questions ranging up to 80 questions including open-ended questions with character limitation on the written comments

• Must be able to administer in electronic and hardcopy format

• Must be Section 508 compliant

• Must demonstrate knowledge in foreign language translation to take the Organizational

Culture/Climate Survey questions and responses and translate those questions into the following foreign languages: [Spanish (European Spanish), German, Italian, Japanese, Chinese, Cambodian, Korean and Vietnamese]

3.1.2.1 Offerors shall submit the following to be reviewed as part of the technical evaluation process:

• Two copies [one in English and one translated in the Spanish (European Spanish dialect) language] of the climate survey questions and responses

Subfactor C: Administration and Management of the combined DLA Culture/Climate Survey

The Offeror shall address its proposed approach to administering and managing the DLA Culture/Climate Survey, to include all pre-survey and post-survey activities, to ensure compliance with and successfully fulfill the requirements of the PWS. The Offeror must meet the following requirements (para 3.1 of PWS):

• Must demonstrate knowledge to administer organizational culture/climate surveys (electronic, hardcopy and Section 508 compliant) to a large, dispersed civilian and military workforce in both the Continental United States (CONUS) and Outside

(CONUS).

• Must demonstrate knowledge of the pre-survey and post-survey administration process plan (entire life cycle to include but not limited to the preparation, administration, delivering results, action planning, reporting, training, communicating of the DLA Culture/Climate Survey) with milestones, timelines, and deliverables.

• Must demonstrate knowledge of the survey process to include capturing employee data (email, organization, sub-organization, demographic information); survey set-up;

successful transmittal of data; and reminder sequence.

• Must use a backup system (in the Cloud) for survey data and associated reports and analysis.

• Must use a Section 508 compliant survey tool to administer the surveys

• Must use a database of public and private businesses for benchmarking survey results

• Must demonstrate knowledge of collecting employee survey responses and summarize the results in reports. Reports such as comparison reports by survey questions comparing the most recent year of survey results with the previous year survey results and categorized by organizations, sub-organizations, geographic location, and demographics.

• Must demonstrate use of web-based application that will provide access to survey results to generate ad-hoc reports based on the survey results

• Must demonstrate knowledge to provide enterprise-level consulting support related to DLA Culture/Climate Survey, results, and action planning. Consulting support can include, but not limited to workshops for DLA Culture Champions, enterprise-level action planning meetings, and overall survey results review and briefings with DLA Senior Leaders.

• Must demonstrate knowledge to facilitate workshop sessions (pre and post survey administration) and provide organization level consulting support related to the DLA Culture/Climate Survey, results and action planning.

• Must demonstrate knowledge and ability to align and incorporate historical DLA Culture/Climate Survey data to the Offeror’s organizational culture model and organizational culture survey.

3.1.3.1 Offerors shall submit the following to be reviewed as part of the technical evaluation process:

• Pre-Survey and Post-Survey administration process plan (entire life cycle to include but not limited to the preparation, administration, delivering results, action planning, reporting, training, communicating of the DLA Culture/Climate Survey) with milestones, timelines, and deliverables.

• Reports and analysis of culture/climate survey results (comparison reports, trend analysis).

The copies of the reports may be redacted to protect any client identifiable information.

• Culture/climate workshops training sessions and action planning session materials. The copy of the culture/climate workshops and action planning materials may be redacted to protect any client identifiable information.

• Information that identifies and discusses the methods used to analyze and report the results from the culture/climate surveys.

• Information that identifies and discusses the database used to benchmark survey results that is linked to the Offeror’s organizational culture model.

• Information that identifies and discusses the survey tool (DoD authorized and Section 508 compliant) used to administer the culture/climate survey

• Information that identifies and discusses the web-based application that will provide access to culture/climate survey results and reports with the ability to generate ad-hoc reports.

• Information that identifies and discusses how the historical DLA Culture/Climate Survey data will be aligned and linked to the Offeror’s organizational culture model and organizational culture survey.

• Provide a demonstration that the aforementioned offeror’s process and procedures on how they will correlate and align their organizational culture model and organizational culture survey with historical DLA Culture/Climate Survey data. DLA owns the historical DLA Culture/Climate Survey data which is based on the Denison Organizational Culture Model.

Subfactor D: Administration and Management of DLA MSF 360 Leadership Assessment

The Offeror shall address its proposed approach to performing all activities involved with the set-up, administration, data collection, report generation, feedback, interpretation, and teleconference support of the MSF 360 Leadership Assessment process to ensure compliance with and successfully fulfill to requirements of the PWS. The Offeror must meet the following requirements (para 3.1 of PWS):

• Must demonstrate knowledge to administer the MSF 360 leadership assessment (electronic and Section 508 compliant) with an assessment administration process plan (entire life cycle to include but not limited to the set-up, administration, data collection, report generation, feedback, interpretation of results activities of the DLA MSF 360 Leadership Assessment) with milestones, timelines, and deliverables.

• Must demonstrate knowledge to conduct data collection or receive collected data that results in summary statistics of the feedback data and summarize results in report format.

• Must demonstrate knowledge to set-up and conduct data collection for the Level 3 Participant Reports that will provide up to 1,000 reports per year in MS Word format, which can include raw scores and percentile-based results. If the participant has taken the survey before, the participant’s prior survey results will also be combined in the current survey as a comparison report for the participant. This will be coordinated and verified with the vendor. The reporting media will be electronic (PDF via email).

• Must demonstrate knowledge to provide up to 2,500 reports over a three-year period in MS Word format for the Level 4 Supervisors Participant Reports, which can include raw scores and percentile-based results. If the participant has taken the survey before, their prior survey results will also be combined in the current survey as a comparison report for the participant. This will be coordinated and verified with the vendor. The reporting media will be electronic (PDF via email).

• Must demonstrate knowledge to provide Summary Reports that will include up to 60 composite reports (aggregated by the 39 different DLA organizations) that contain the results of the Participant Reports. Type of reports may include but is not limited by DLA organization and demographic information. Must calculate and interpret change score results. The reporting media will be electronic (PDF via email).

• Must demonstrate knowledge to conduct data collection that results in summary statistics of the feedback data and summarize results in report format.

• Must demonstrate knowledge to provide composite reports (aggregated by the different DLA organizations) that contain the results of the Participants Reports. Type of reports may include, but not limited by DLA organization and demographic information.

• Must demonstrate knowledge to capture all feedback from each participant (self-assessment and assessment by others) and correctly assign the feedback to the participant.

The following formats will be used: Enrollment media – web-based (email) and Assessment media – web-based (email).

• Must use a backup system (in the Cloud) for MSF 360 Leadership Assessment data and associated reports and analysis.

• Must use a Section 508 compliant survey tool to administer the MSF 360 Leadership Assessments

• Must demonstrate knowledge to facilitate webinars, interpret MSF 360 Leadership Assessment results, provide feedback and action planning for a large population of participants.

• Must demonstrate knowledge to align and incorporate historical DLA MSF 360 Leadership Assessment data to the Offeror’s organizational culture model and organizational culture survey.

• Provide a demonstration that the aforementioned offeror’s process and procedures on how they will correlate and align their organizational culture model and organizational culture survey with historical DLA MSF 360 Leadership Assessment data. DLA owns the historical DLA MSF 360 Leadership Assessment data which is based on the Denison Organizational Culture Model.

3.1.4.1 Offerors shall submit the following to be reviewed as part of the technical evaluation process:

• Assessment administration process plan (entire life cycle to include but not limited to the set-up, administration, data collection, report generation, feedback, interpretation of results activities of the DLA MSF 360 Leadership Assessment) with milestones, timelines, and deliverables.

• Assessment reports (i.e Participant, Supervisor, Summary, Composite). The copies of the reports may be redacted to protect any client identifiable information.

• Information that identifies and discusses the database used to benchmark the MSF 360 Leadership Assessment that is linked with Offeror’s organizational culture model.

• Information that identifies and discusses the survey tool (DoD authorized and Section 508 compliant) used to administer the MSF 360 Leadership Assessment

• Information that identifies and discusses how the historical DLA MSF 360 Leadership Assessment data will be aligned and linked to the Offeror’s organizational culture model and MSF 360 Leadership Assessment.

Subfactor E: Staffing and Management Plans The Offeror shall submit Staffing and Management Plans that demonstrate its ability to successfully execute the requirements outlined in the PWS.

The Offeror must submit a Staffing Plan that must contain the resumes of each key contractor employee(s) and subcontractor(s). The resumes shall include geographic location; business experience/ background in organizational culture, leadership, multisource feedback 360 leadership assessment surveys, employee engagement, research and analysis (data and statistical), analytics (workforce and performance), survey development and interpretation, group facilitation, coaching, action planning, report generation and interpretation, information technology, program and project management; and formal education/training with PhDs, Masters and Bachelors in organizational culture, leadership, psychology; training/certification in the above mentioned business experience/background; and three business references. In the business experience/ background portion, the resumes must include demonstrated work in using the contractor’s validated standard organizational culture model that is the basis for their organizational culture survey and their MSF 360 leadership assessments surveys in successful administration and management of organizational culture/climate surveys and MSF 360 leadership assessment surveys; survey (organizational culture and MSF 360 leadership assessment survey) data collection and identifying data accurately in database and with accurate identifying information, including, but not limited to first and last name, email address and work unit; research and analysis of survey data (organizational culture survey and MSF 360 leadership assessment survey), facilitation and action planning sessions with the Federal Government specifically the Department of Defense (military and civilian). The demonstrated work must be performed within the last 5 years. The contractor must have a DoD authorized survey tool that is Section 508 compliant and be proficient in the use of all aspects of the tool.

The Offeror must submit a Management Plan for both the organizational culture surveys and MSF 360 leadership assessment requirements that details the assigned duties, for all contractor employees and subcontractors, as part of the proposal. The Management Plan shall demonstrate that the contractor is capable of completing all work in accordance with the PWS.

The Offeror’s Management Plan shall be used for defining or stating policy, objectives, or requirements; assigning responsibility; controlling utilization of resources; periodically measuring performance; comparing that performance against stated objectives and requirements;

showing work control; and taking appropriate action. The Offeror’s day-to-day operation shall adhere to this documented method. The Management Plan shall include, but not limited to the following: Organizational Structure, Lines of Support, Subcontractor Relationships, Operational Procedures, Employee Resumes (see Staffing Plan requirements), Overall Approach to meet the requirements of the PWS and Quality Management Plan.

Factor 2: Past Performance

The past performance evaluation results in a performance confidence assessment rating of the Offeror’s probability of meeting the solicitation requirements derived at by considering each Offeror’s demonstrated recent and relevant record of performance and how well the Offeror performed on the contracts. The Past Performance assessment is based on four aspects: Recency, Relevancy, Quality and Confidence. In rating past performance, the following will be considered.

The first aspect is to evaluate the recency of the Offeror’s past performance. Recency is expressed as a time during which past performance references are considered relevant. Past performance that is or was completed in the last three (3) years prior to the solicitation issue date considered to be recent. Experience that is less recent will not be evaluated as highly as recent experience.

The second aspect is to determine how relevant a recent effort accomplished by the Offeror is to the effort to be acquired. The Government will evaluate relevancy of the Offeror’s prior projects to the current PWS requirements as provided in the Offeror’s written proposal. In establishing what is relevant for the acquisition, consideration will be given to those aspects of an Offeror’s contract history that will give the greatest ability to measure whether the Offeror will satisfy the current procurement. More relevant past performance will be a stronger predictor of future success and have more influence on the performance confidence assessment than less relevant past performance. Common aspects of relevancy include similarity of service/support, complexity, dollar value, contract type, use of key personnel (for services) and extent of subcontracting/teaming. Highly relevant past performance requires that most of the prior contracts provided are essentially the same scope, magnitude of effort and complexities this solicitation requires.

The third aspect is to establish the overall quality of the Offeror’s past performance. The past performance evaluation is to determine how well the Offeror performed on prior contracts by such indicators as the organization’s history of successful completion of projects; history of producing high-quality reports and deliverables; commitment to customer satisfaction; and history of staying on schedule and within budget. Evaluation of this aspect will be based on information provided in Past Performance Questionnaires and the Offeror’s proposal and may include the Government’s independent verification with Offeror’s prior customers or through past performance databases, including but not limited to, the Supplier Performance Risk System (SPRS) through the Contractor Performance Assessment Reporting System (CPARS). If the Government’s information conflicts with assertions made in the Offeror’s proposal, the Offeror will be asked to clarify this information. Additionally, the Government may use information from publicly available sources including, but not limited to, internet searches, Dun & Bradstreet Reports, and news stories. The Government reserves the right to perform a financial review of the Offeror.

The final aspect is the Performance Confidence Assessment, which the Government will review and assess past performance information to determine its recency, relevancy, and quality to assign a Performance Confidence Assessment rating.

The Offeror shall list at least two and up to five contracts awarded or completed over the past ten

(10) years for work similar in size, scope and complexity provided to either Government agencies or the private sector; specifically list work that demonstrates experience with having an approval Organizational Culture/Climate model that includes the requirements outlined in the PWS related to conducting a survey and providing MSF 360 Leadership Assessments. If an Offeror provides more than five contracts, only the first five contracts in the order they are listed in the proposal will be considered. Any contracts provided over five, will not be considered and the information will be deleted by the Contracting Officer and not provided to the Past

Performance Evaluation Team. The Offeror shall include the name, address, point of contact, current telephone number, e-mail address, dollar value, period of performance, and a brief description of work. The Offeror shall discuss the similarities and differences between the proposed effort and contract being referenced. The proposal shall include, at a minimum, a narrative that describes the following for each contract cited:

1) Scale of prior work performed for relevance to this effort.

2) Complexity of prior work performed for relevance to this effort.

3) Specify contracts for Government or private sector.

4) Describe any significant problems or issues that occurred during performance of the contract and how issues were resolved.

The Offeror shall ensure that information presented is accurate and current (i.e., current phone numbers, titles, etc.). The Government will not attempt to track down reference data in cases where inaccurate data is presented.

The Offeror shall provide information that demonstrates the relevancy of these experiences to the requirements of this solicitation, as well as to their proposed approach.

Past Performance Questionnaire:

A Past Performance Questionnaire is provided in the Attachments section of the solicitation.

Offerors shall send copies to previous customers based on the list of contracts submitted for the Past Performance Assessment to document past performance. The questionnaire shall be completed by the Offeror’s customers and emailed directly by those customers to the following address:

Contracting Officer: Julie Miller EMAIL: Julie.Miller@dla.mil

Note: If the Offeror does not have any past performance, the Offeror shall provide an affirmative statement stating no past performance.

Factor 3: Price

A Fixed Price Proposal shall be submitted in accordance with instructions set forth in this solicitation. Evaluation of an Offeror’s proposal shall be based on the information presented in the proposal and information available to the Contracting Office from sources deemed appropriate. Sources typically considered include Defense Contract Audit Agency (DCAA) office, Defense Contract Management Agency (DCMA), other contracts with the same firms for similar items or services, known commercial sources such as Global Insight Inc. (formally Data Resources, Inc.), Standard and Poor, other sources.

Price Reasonableness Proposals will be evaluated for price reasonableness. If price reasonableness cannot be determined, additional pricing information will be requested by the Government in accordance with DFARS 215.403-5. Price evaluation will be based on the total price for all CLINs. If necessary, an informal breakdown will be required at the CLIN level to include, but not limited to, material, labor, overhead, general and administrative expenses, miscellaneous subcontracting, travel/per diem, contract data and any miscellaneous cost items.