16-R-5004_RFP_CPI-LSS_2-25.docx

DLA J5 CONTINUOUS PROCESS IMPROVEMENT / LEAN SIX SIGMA SUPPORT SERVICES

RFP #SP4703-16-R-5004

SECTION 1 - REQUEST FOR PROPOSAL

1.1 INTRODUCTION

The purpose of this Request for Proposal (RFP) SP4703-16-R-5004 is to solicit Continuous Process Improvement (CPI)/Lean Six Sigma (LSS) Support Services for the Defense Logistics Agency, Headquarters (DLA, HQ) to include: expert consultation, advisory services for CPI/LSS and associated methodologies to include Lean Six Sigma, Enterprise Process Management, Business Process Engineering, Information Technology (IT) systems administration, and Operations Research.

1.2 RFP ORGANIZATION

The RFP is organized into sections according to the following:

· Section 1 contains contracting information. Special provisions, terms and conditions are stated in this section.

· Section 2 provides the Performance Work Statement (PWS). It includes the objectives for the acquisition and states the performance and technical requirements.

· Section 3 provides instructions for submittal of proposals and defines what is required in this submission.

· Section 4 provides the evaluation criteria and award process that will be the basis for selecting a vendor for award.

· Section 5 provides the security requirements, DLA/Department of Defense (DoD) provisions and clauses.

Vendors are cautioned that all applicable provisions, terms and conditions associated with this RFP will apply to the resultant order.

1.3 COMMERCIAL SERVICES REQUIREMENT

This is a commercial service acquisition in accordance with the regulatory authority of the Federal Acquisition Regulation (FAR) Part 12 and is being issued as a firm-fixed price, competitive 8(a) set-aside. The Standard Industrial Classification Code (NAICS) is 541611 / Size Standard $15 Million applies to this acquisition.

1.4 CONTRACT TYPE

The DLA Contracting Services Office (DCSO-R) Richmond, VA intends to award an Indefinite-Delivery/Indefinite-Quantity (IDIQ) contract to provide indefinite quantity of services for a fixed time in support of CPI/LSS. The government intends to place task orders against a basic contract for individual requirements

The RFP is being issued using Source Selection Procedures Best Value, Tradeoff Source Selection Process with the regulatory authority of FAR Part 15. All Task Orders (TOs) issued off the IDIQ contract will be performance based acquisitions utilizing a Performance Work Statement.

Following the award of the IDIQ, the specific scope of each effort will be based on the specific tasks to be set forth in individual task orders, but may include lifecycle tasks in one or more of the following areas:

TASK AREA 1 – Continuous Process Improvement Services TASK AREA 2 – Program Management Services TASK AREA 3 – Change Management Services TASK AREA 4 – Training and Curriculum Development/Maintenance Services

The Government has provided the labor categories and estimated annual labor hours anticipated as a (Attachment 3) Rough Order of Magnitude (ROM), which details the anticipated annual labor mix as indicated in Section 3.3, cited below.

The labor categories and rates will be included in the IDIQ, and will serve as the hourly rate basis for subsequent task orders that will be issued under the IDIQ. For each potential task order, a Performance Work Statement will be sent to the IDIQ holder who will be required to submit a proposal using established discounted labor rates. If the proposal is determined fair and reasonable, a task order will be placed with the IDIQ holder. The ordering period for individual task orders will vary depending on the time period the service is needed and the availability of funds. The terms and conditions of the IDIQ contract shall govern the vendor’s and the Government’s rights and obligations with respect to that task order to the same extent as if the task order was completed during the contract’s effective period.

The rates that are set-forth in the IDIQ contract are ceiling rates and cannot be exceeded on any resultant task order. This solicitation will result in award of an IDIQ contract against which it is planned to award Firm Fixed Price (FFP) task orders. The appropriate CLINS will be established for each individual task order. The amount of all orders placed against the IDIQ contract resulting from this solicitation shall not exceed $19.5 million over the three (3) year period of performance, which includes a twelve (12) month base period and two twelve (12) month option periods. The entire requirement will have a $19.5 million ceiling, meaning no more than $19.5 million will be obligated against the resulting IDIQ contract. Funding will be provided per individual task order from the requiring activity. The Contracting Officer (CO) will be responsible for tracking the dollars associated with the individual task orders in order to not exceed the ceiling.

The guaranteed minimum amount is $5,000.00 for the life of the contract. The aggregate value of the task orders issued during the contract will be applied the guaranteed minimum. At the time when the aggregate of task orders equals or exceeds the guaranteed minimum, the guaranteed minimum will have been met and the Government’s obligations with regard to the guarantee will have been satisfied.

1.5 PRICING AND PERFORMANCE PERIOD

The effective ordering period for the awarded IDIQ is a twelve (12) month base period and two twelve (12) month option periods. The Government has provided the labor categories and estimated annual labor hours anticipated under each analytical area as a Rough Order of Magnitude as indicated in Section 3.3.

The labor categories and rates will be included in the IDIQ and will serve as the hourly rate basis for subsequent task orders that will be issued under the IDIQ.

Once IDIQ is awarded, specific tasks will be defined for specific requirements. The IDIQ holder will be requested to provide a proposal, and a task order will be placed with the IDIQ awardee.

The ordering period for individual task orders will vary depending on the time period the service is needed and the availability of funds. The effective ordering period for the awarded IDIQ is a twelve (12) month base period and two twelve (12) month option periods.

RFP Issue Date: February 5, 2016 Closing Date: March 14, 2016, 2:00 pm, Eastern Standard Time (EST) (See Submission Instructions in Section 1.22)

The anticipated effective award date of the IDIQ is April 8, 2016.

1.6 PLACE OF PERFORMANCE

DLA anticipates the majority of the work will be performed on-site at DLA HQ, CPIO’s McNamara Complex. The Agency’s Headquarters location is 8725 John J. Kingman Road, Ft. Belvoir, VA 22060-6221. The place of performance may vary based on the activity requesting support. This will be specified within the PWS of each task order, as well as if the work is to be performed on-site or may give the vendor a choice of performing the work off-site or on-site. However, work performed off-site at the vendor’s location will be agreed to by both parties.

Federal Holidays. The vendor is not required to provide services on the ten Federal holidays unless approved by the Contracting Officer’s Technical Representative (COTR). The following holidays are observed:

New Year's Day (January 1st), Martin Luther King's Birthday (Third Monday in January), Presidents' Day (Third Monday in February, Memorial Day (last Monday in May), Independence Day (July 4th), Labor Day (first Monday in September), Columbus Day (Second Monday in October), Veteran's Day (November 1st), Thanksgiving Day (Fourth Thursday in November), Christmas Day (December 25th) When one of the above holidays falls on Sunday, the following Monday will be observed as a legal holiday. When the legal holiday falls on a Saturday, the preceding Friday is observed as the holiday.

Other days of Installation Closure. If the vendor is working on-site at a Government facility which is closed by the Installation Commander for any reason, including but not limited to inclement weather, the vendor is not required to provide services unless approved by the COTR or Contracting Officer’s Representative (COR).

1.7 LIST OF ATTACHMENTS

The following documents are being provided as attachments to the RFP.

Note: Attachment 1 is being provided as a Sample Task Order Performance Work Statement for any resultant task orders.

Attachment 1:

Sample Task Order Performance Work Statement (PWS) A sample task order PWS is being provided as an example of future task orders.

Attachment 2:

Key Personnel Template The vendor is required to complete the resume template for key personnel who will support this program.

Attachment 3:

Rough Order of Magnitude (ROM) Vendors must fill-in the Rough Order of Magnitude (ROM) by indicating the comparable labor category along with the hourly rate and discounted hourly rates

1.8 DISPUTES: AGREEMENT TO USE ALTERNATE DISPUTE RESOLUTION (ADR)

In order to maintain its business relationships with industry and avoid costly litigation, DLA is committed to promoting the use of Alternate Dispute Resolution (ADR) techniques, especially mediation. ADR is a voluntary process whereby a neutral third party assists the parties in resolving a dispute. DLA invites vendors to join DLA in agreeing to use their best efforts to resolve any pre-award or post award dispute that may arise from this solicitation, and any subsequent award, without litigation. If unassisted negotiations are unsuccessful, the parties agree to use ADR techniques in an attempt to resolve disputes. Likewise, the parties agree that formal protest procedures or litigation will only be considered as a last resort, such as when ADR is unsuccessful or when ADR has been documented to be inappropriate for resolving the dispute. If the ADR is not successful, the parties retain their existing rights.

1.9 AWARD

A firm-fixed priced IDIQ with issuance of individual task orders is anticipated. A Fair Market Price Determination of the vendor’s price proposal will be made as required for 8(a) competitive set-asides. The Government reserves the right to not award any IDIQ for these task areas if proposals do not demonstrate satisfactory technical capability, skills and experience to meet the requirements or propose fair and reasonable pricing. DLA will not award an IDIQ to a vendor who submits a proposal that fails to demonstrate it has satisfactory experience, capability and skills or fails to propose fair and reasonable pricing.

1.10 AWARD WITHOUT DISCUSSIONS

The Government intends to evaluate proposals and make award without discussions. Proposals should contain the vendor’s best terms regarding non-price and price factors. Additionally, the Government reserves the right to conduct discussions and request revisions to quotes if it is determined to be necessary.

If a competitive range is established, the Government may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most-highly rated proposals.

1.11 NO AWARD

The Government reserves the right to not make an award as a result of this RFP if such award is determined contrary to the best interest of the Government.

1.12 PROPOSAL PREPARATION COSTS

The Government shall not be responsible or liable for any costs incurred by any parties in the preparation and submission of any technical proposal or price quote in response to this RFP.

1.13 VENDOR TRAVEL

The vendor may be required to travel for the purposes of executing individual task orders, as authorized by the government. All vendor travel will be approved by the Contracting Officer Technical Representative (COTR) or Contracting Officer Representative (COR) prior to travel.

Following approval, the vendor shall prepare a travel estimate in accordance with the Federal Travel Regulations (FTR) and submit the estimate via email to the COTR/COR for final approval.

All travel related expenses (per diem, airfare, transportation etc.) will be reimbursed to the vendor in accordance with the Federal Travel Regulations (FTR), prescribed by the General Services Administration for travel within the contiguous United States and as further set forth in FAR 31.205-46, “Travel Costs”. The vendor shall be required to submit travel receipts for reimbursement as outlined by the FTR. Long term travel is not anticipated. The estimated annual travel costs for each of the three (3) year periods (Not-To-Exceed) of the IDIQ is $100,000.

1.14 CONTRACTING OFFICER’S REPRESENTATIVE (COR) and CONTRACTING OFFICER’S TECHNICAL REPRESENTATIVE (COTR)

The IDIQ COR will be identified at time of award. The COR and COTR for individual task orders will be appointed at time of task order award.

1.15 INVOICING

Invoicing procedures will be specified in individual task orders. It is anticipated that invoicing for individual task orders will be processed through Wide Area Workflow (WAWF); see Section 5, Security Requirements, DLA/DoD Provisions and Clauses.

1.16 DATA USE, DISCLOSURE OF INFORMATION AND HANDLING OF SENSITIVE INFORMATION

Under the provisions of the Rights in Data General Clause (52.227-14), the Government reserves all rights, including copyrights, distribution rights, and other rights for all documents, data or software developed in performance of individual task orders. All data received, processed, evaluated, loaded, and/or created as a result of this task order shall remain the sole property of the Government unless specific exception is granted by the Contracting Officer.

The vendor shall maintain, transmit, retain in strictest confidence, and prevent the unauthorized duplication, use, and disclosure of information. The vendor shall provide information only to employees, vendors and subcontractors having a need to know such information in the performance of their duties for this PWS.

All deliverables become property of the Government. The details of any and all security countermeasures the vendor may design or develop under this contract shall become and remains the property of the Government and shall not be published or disclosed in any manner. The vendor shall ensure the accuracy and completeness of all deliverables in accordance with referenced policy, regulations, laws, and directives. Errors, misleading statements, and/or incomplete information discovered shall be considered defects and will be subject to correction by the vendor at no additional cost to the Government.

Information made available to the vendor by the Government for the performance or administration of this effort shall be used only for those purposes and shall not be used in any other way without written agreement of the Contracting Officer. Vendor personnel will be required to sign a non-disclosure statement.

Agency information marked "For Official Use Only" or bearing other sensitivity markings shall be handled in accordance with Agency information security program regulations and shall not be divulged or disclosed without Agency permission. Requests for disclosure shall be addressed to the COR.

If proprietary information is provided to the vendor for use in performance or administration of this effort, the vendor except with the written permission of the Contracting Officer may not use such information for any other purpose. If the vendor is uncertain about the availability or proposed use of information provided for the performance or administration, the vendor shall consult with the COR regarding use of that information for other purposes.

In the interest of protecting Government systems from computer viruses, the vendor shall not use public domain software nor shall vendor personnel download software from public bulletin boards. The vendor shall use only commercial off-the-shelf (COTS), vendor-developed, or Government-furnished software in performance of this contractual effort. Should the introduction of a computer virus or malicious destruction of computer software, stored information, or hardware result from the use of public domain software or from software taken from a public bulletin board, the vendor shall be required to repair the damage at no expense to the Government and without impact on delivery schedules. It is anticipated that this project will not involve classified information.

However, if classified information is used in this project, the vendor will protect the classified information in accordance with DoD 5220.22-M, Industrial Security Manual for Safeguarding Classified Information.

1.17 GOVERNMENT FURNISHED EQUIPMENT (GFE) /GOVERNMENT FURNISHED INFORMATION (GFI)

1.17.1 GOVERNMENT FURNISHED EQUIPMENT

If the work to be performed is on-site at the Government facility, it is anticipated that the Government will provide all necessary material, equipment, and communications and automation support to accomplish this contract. This includes office space, desk chairs, Local Area Network (LAN) access, and Internet access and telephone services. Office space may be shared with Government personnel. The Government will also provide the resultant vendor hardware, software and computer access to perform the requirements as specified in the PWS. If the work is to be performed off-site, no Government Furnished property will be provided to the vendor.

1.18 GOVERNMENT FURNISHED INFORMATION

1.18.1 The vendor shall be responsible for all documentation support for their personnel operations, such as recruiting and payroll preparation and distribution, as well as any administrative/clerical support needed during the performance of this contract.

1.19 IDENTIFICATION OF ORGANIZATIONAL CONFLICTS OF INTEREST (OCI)

If the vendor currently provides support or anticipates support to other vendors which will create or represent an actual or potential Organizational Conflict of Interest (OCI), the vendor shall immediately disclose the actual or potential OCI in accordance with FAR Part 9.502. Disclosure may be made via memo on company letterhead and included under a separate tab in Volume I of the vendor’s proposal for each analytical area impacted (See Section 4.2).

The vendor is also required to complete and sign an Organizational Conflict of Interest Statement in which the vendor (and any subcontractors) agrees to disclose information concerning the actual or potential conflict with any subsequent task order proposal. All actual or potential OCI situations shall be handled in accordance with FAR Subpart 9.5.

1.20 POINTS OF CONTACT

Email: Ellen.Steinmetz@dla.mil

1.21 SUBMISSION OF QUESTIONS

Questions concerning this RFP should be submitted via electronic mail to the Contract Specialist referenced in Section 1.20, above.

Any technical questions, requests for clarification or requests for data in connection with this RFP must be submitted in writing on or before 2 p.m. Eastern Standard Time (EST) on February 18, 2016 to allow the government adequate time to provide answers and to prevent any delay in the closing date of the RFP.

1.22 PROPOSAL SUBMISSION INSTRUCTIONS

Vendors must submit their proposals electronically via e-mail to Ellen.Steinmetz@dla.mil.

Vendors must submit their proposals (hard copies) to the following address:

Richmond, VA 23297-5441

NOTE: Vendor-provided CDs, flash drives, etc., cannot be read on Government computers and cannot be accepted as electronic copies. Facsimile proposals will NOT be accepted.

SECTION 2 - PERFORMANCE WORK STATEMENT

2.1 BACKGROUND

This Performance Work Statement (PWS) describes the work required in providing administrative, analytical, operational, and technical assistance to support the Defense Logistics Agency (DLA) Continuous Process Improvement Officer (CPIO) and other DoD agencies. Except for those items specified as Government furnished property and services, the contractor shall provide personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services as defined in this PWS.

Continuous Process Improvement (CPI)/Lean Six Sigma (LSS) Support Services is one of the primary approaches for assessing and improving the efficiency and effectiveness of DoD business processes in support of the Department’s national defense mission. The DLA CPI/LSS Program office is responsible for integrating performance improvement, strategic planning, and progressive decision making processes, while synchronizing performance improvement across the Department. Since 2007, the DLA CPI/LSS Program Office has generated substantial cost savings and trained more than 1,800 CPI/LSS practitioners.

2.2 OBJECTIVE

This acquisition is intended to obtain vendor support to provide superior functional and technical support to the DLA CPIO and associated CPI/LSS Program Offices in its role as a Performance Improvement Center of Excellence. With the vendor’s support, the Government intends to significantly reduce process inefficiencies, improve transaction times, mitigate costs, and increase return on investment within DoD operations. The period of performance will be a twelve (12) month base period with two twelve (12) month option years.

2.3 SCOPE OF WORK/TASK AREAS

Services provided under resulting task orders may include: expert consultation, advisory services for CPI/LSS and associated methodologies to include Lean Six Sigma, Enterprise Process Management, Business Process Engineering, IT systems administration, and Operations Research. The vendor will leverage proven industry knowledge, experience, and innovative approaches to improve the effectiveness and efficiency across the full spectrum of the DLA business mission area. The vendor shall successfully manage multiple high priority projects in an environment with changing organizational needs. The vendor will be expected to apply a wide range of methodologies such as strategic planning, performance management, analytics and data mining, Lean Six Sigma, Theory of Constraints (ToC), Agile Methods as well as modeling and simulation, development of measures and metrics, and application of industry best practices. Vendor will apply advanced knowledge of applicable principles and integrate institutional knowledge and experience of associated concepts and practices. The vendor will identify opportunities to reduce waste, avoid and/or mitigate costs, promote agility, and improve efficiencies through organizational change management. This includes identification of key performance indicators and the methods to capture, evaluate, and report performance in broad categories of enterprise business operations.

2.3.1 Applicable Directives/References

The vendor shall comply with to the following documents for existing policy, and adhere to the style and conventions in the performance of tasks assigned in accordance with Performance Requirements specified in individual task orders. The reference list below is not all inclusive.

· DoD Directive 5010.42, DoD-Wide Continuous Process Improvement (CPI)/Lean Six Sigma (LSS) Program, May 15, 2008;

· DoD Instruction 5010.43, Implementation and Management of the DoD-Wide Continuous Process Improvement/Lean Six Sigma (CPI/LSS) Program, July 17, 2009;

· Office of Assistant Deputy Chief Management Officer Memorandum, Department of Defense (DoD) Continuous Process Improvement (CPI)/Lean Six Sigma (LSS) Program Office Practitioner Body of Knowledge and Certification Requirements, March 3, 2009;

· DLA Issuance 5309, “Continuous Process Improvement,” February 7, 2013.

· DLA Manual 5309, “Standards for Validating Financial Benefits for Continuous Process Improvement Projects, September 18, 2012 (Administrative Update February 2013);

· DLA “Continuous Process Improvement (CPI) Workforce Capability Development Processes.”

2.4 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). Each task order will include taskings, deliverables and a QASP. All deliverables shall be submitted to the Contracting Officer’s Technical Representative (COTR) or to the Contracting Officer’s Representative (COR) if a COTR is not appointed. Unless otherwise specified the Government will have a maximum of ten (10) business days from the day the draft deliverable is received to review the document, provide comments back to the vendor, approve or disapprove the deliverables. The vendor will have a maximum of ten (10) business days from the day comments are received to incorporate all changes and submit the final deliverable to the Government. All days identified below are intended to be business days unless otherwise specified.

Final inspection and acceptance of all work performed, reports and other deliverables will be performed at the place of delivery by the COTR or COR. The format for the individual deliverables will be determined through consultation between the COTR or COR and the vendor. Products that reflect the vendor’s analysis and opinion (e.g. studies or analyses) may be in vendor format. All documents will be provided in either hard copy or electronically as requested by the COTR or COR. Electronic documents will be provided in the appropriate Microsoft Office format (e.g. Word or PowerPoint). If appropriate, the Government may ask that they be provided in compressed or PDF format.

2.4.1 Performance Measurement. For specific tasks identified in each PWS, the agreed to completion date will be based on the estimates provided by the COTR or COR. Progress will be tracked based on the milestone event of vendor receiving tasking from the Government. Performance evaluation will be based on the complexity and completion of the tasking. The number of completed actions will be balanced against the quality of this output. It is expected that the vendor produced documentation and procedures will comply with all major regulatory and process requirements and agency policies and procedures. Receipt and completion of taskings are tracked through email between the vendor and COTR/COR. The tasks the vendor shall perform will be identified in each PWS.

Additional information about the deliverables produced from the identified tasks will be listed in Table 1 and apply to any resultant task order(s).

The standard set for all tasks is 100% Satisfactory Completion, and 100% COTR/COR Inspection is the surveillance method which will be utilized.

This information will be detailed in Table 2 and apply to any resultant task order(s).

The incentive for all tasks will be pursuant to a performance measurement that ties performance goals and acceptable quality levels to an overall monthly Performance Rating of Good, Fair, Poor or Unacceptable. Performance measurement will be further defined in each PWS and will apply to any resultant task order(s).

2.4.2 Inspection and Acceptance Criteria. Final inspection and acceptance of all work performed, reports and other deliverables will be performed at the place of delivery by the COTR or COR.

2.4.3 Surveillance Schedule. Specific surveillance schedules for tasks will be found in Table 2 and apply to each PWS and apply to any resultant task order(s). The surveillance staff has two components:

Contracting Officer: The primary function of the Contracting Officer, with regard to the surveillance activity, is to authorize changes to the PWS. The Contracting Officer is responsible for ensuring the completion of all work in accordance with the PWS, and the QASP provides a means to accomplish this. The Contracting Officer will rely on the COR/COTR to provide information and recommendations.

Contracting Officer’s Representative/Contracting Officer’s Technical Representative: The COR/COTR’s responsibility is to monitor and inspect, report, and make recommendations to the Contracting Officer regarding the quality of vendor work performed or not performed.

2.4.4 Performance Standards and Payments

Below are the Performance Standards that will be used in evaluating task order performance on a monthly basis and in determining the amount of the payment owed to the vendor.

Performance standards and ratings are designed to determine if performance exceeds, meets, or does not meet a given metric and acceptable quality level. Note: The application of these performance ratings or failure of the Government to apply these performance ratings does not waive any of the Government’s rights to damages.

The following ratings shall be used:

Good – Performance meets or exceeds contract requirements in terms of timeliness and quality. COR will make a determination to pay the contract 100% of the invoice amount.

Fair – Performance meets contract requirements with only minor issues and the issues do not adversely impact the mission of the Agency. Performance is satisfactory and has been timely. The COR will make a determination to pay the contractor 95% of the invoice amount.

Poor – Performance narrowly meets contract requirements and borders on unacceptability in terms of timeliness and/or quality or performance may have an adverse impact on the mission of the Agency. The COR will make a determination to pay the contractor 80% of the invoice amount.

Unacceptable – Performance has been at a less than acceptable level in terms of timeliness or quality. Possible issues include, but are not limited to: missed milestones, low quality documents requiring multiple reviews and rewrites, significant or serious complaints submitted by the customers, documents that do not comply with acquisition or policy regulations, or one or more cure notices have been issued. Payment will be withheld pending resolution of cure notice(s). Termination for default or cause may result.

The performance will be rated each month by the COR. These findings will be the basis for the amount paid for that month. The ratings, as described in the table above, will be based on the performance of the contractor on the timeliness and quality of the services provided using the rating scale for each criterion as shown below.

Timeliness

Quality

2.5 PERSONNEL

2.5.1 Personnel Qualifications, Labor Categories and Key Personnel Minimum Requirements

The contractor shall ensure all personnel (including key and non-key personnel) possess the skills, knowledge, training, experience, and certification(s) required to satisfactorily perform the services required by the task order. Although key personnel may have cross-functional training, the contractor shall identify a single full time individual personnel or equivalent. All personnel shall have excellent written and spoken English communication skills. The anticipated key personnel labor categories are as follows:

As part of their proposal, the vendor shall, at a minimum, provide one resume for each of the key personnel listed below. The specialized experiences listed are minimal requirements for this effort. The vendor will conduct all work under this effort using these (or GSA equivalent) labor categories.

Program Manager (KEY PERSONNEL) Characteristics: The contractor shall provide program management support to assist the CPIO and organizational CPI/LSS Program Office Government staff as they develop processes, procedures and information products and tools for tracking, reporting, and implementing strategic-level actions for the DoD. Support includes the following services:

· Assess the performance of programs against their stated and intended goals through the development and maintenance of program evaluation and measurement criteria (throughout the Program Lifecycle);

· Provide project planning, goal-setting, prioritization and scheduling, process mapping, data collection, focus group construction, surveys, project management, and risk mitigation/management;

· Provide recommendations for CPIO and organizational Program Office evaluation, assistance executing approved recommendations, and directed periodic evaluation;

· Ensure appropriate program documentation is reflected and in DLA’s CAPER system; and Submit timely reports from implementation to completion.

Minimum Education: Shall have at least a BA/BS and a minimum of 120 hours of level 3 MBB training in LSS valid/recognized 3rd party level 3, LSS MBB certification.

Experience: Shall have CPI/LSS PM expertise, to include a minimum of five (5) years of certified CPI/LSS MBB and PM experience; and proven record of delivering ROI to clients. Shall have at least three (3) years consulting, advising, and working with DoD senior leaders (Flag rank Officers and Senior Executive Services. Be familiar with employment of Enterprise Process Management (EPM).

Evidence of an IT-II clearance or a favorably adjudicated National Agency check with Law and Credit (NACLC) investigation.

Lean Six Sigma Master Black Belt (KEY PERSONNEL) Characteristics: The vendor shall provide expert advice, assistance, guidance, mentoring or counseling to improve DoDs mission-oriented business functions. Support includes the following services:

· Provide management and strategy consulting;

· Provide program planning, change management, auditing, assessments and evaluations;

· Assist with, and conduct, studies, analyses, scenarios, modeling and reports management relating to an agency's mission-oriented business programs or initiatives;

· Conduct CPI projects using a variety of improvement methodologies (e.g., LSS, BPR, QFD, TRIZ, TOC, and DFSS);

· Provide pre-investment BPR and BPM analysis;

· Provide advanced statistical analysis; and

· Provide modeling and simulation and other applicable approaches to support a robust approach to improving the business of defense.

· Develop and conduct organizational assessments;

· Provide CPI deployment advising and execution assistance;

· Support and assist execution of enterprise and organizational CPI deployments to include chartering and assistance with government CPI governance and management, as requested;

· Expert assessment, reporting, and preparation of organizational of organizations to successfully achieve recognition in nationally accepted performance quality award programs. Primary focus, but not limited to, Baldridge and Shingo awards;

· Provide actionably specific recommendations to improve DLA enterprise and organizational process performance, and issuance improvements; and

· Execute recommended improvements process improvements, and provide draft issuance improvements for government review and acceptance.

Minimum Education:

Shall have at least a BA/BS and a minimum of 120 hours of level 3 MBB training in LSS valid/recognized 3rd party level 3 LSS, MBB certification.

Experience:

Shall have MBB expertise, to include at least five (5) years of certified CPI/LSS experience including the completion of strategic level projects with measurable results. Have at least three (3) years coaching and mentoring DoD MBB candidates, DLA senior leaders, their managers, and supervisors. Evidence of an IT-II clearance or a favorably adjudicated NACLC investigation.

Lean Six Sigma Black Belt (KEY PERSONNEL) Characteristics: The vendor shall provide facilitation and related decision services using innovative, progressive, and results-oriented approaches for DoD engaged in collaboration efforts, working groups, or teams. Support includes but is not limited to the following services:

· Define, refine, and resolve disputes, disagreements, and divergent views;

· Lead or facilitate group briefings and discussions, enabling focused decision-making, and issue resolution;

· Record discussion content and related facilitation support services with supporting reports; and

· Debrief stakeholders and draft/finalize reports relating to the facilitated issues.

Minimum Education: Shall have at least a BA/BS and a minimum of 120 hours of BB training in LSS and valid/recognized 3rd party LSS BB certification.

Experience: Shall have BB expertise, to include at least five (5) years of certified CPI/LSS experience including the completion of strategic level projects with measurable results. Have at least three (3) years coaching and mentoring GB candidates, senior leaders, their managers, and supervisors.

Evidence of an IT-II clearance or a favorably adjudicated NACLC investigation.

Subject Matter Expert (Non-Key) Characteristics: The contractor shall provide subject-matter expertise for DoD’s mission-oriented business functions and strategy. Support includes the following services:

· Provide expert advice, assistance, guidance, mentoring or counseling in DoD’s mission-oriented business functions including application of CPI/LSS management strategy;

· Provide program planning, change management, system/program/activity audits, assessments and evaluations;

· Provide studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives;

· Provide scenario analysis/simulations, statistical analysis, innovative problem solution techniques, budget reporting, value chain and/or process analysis, customized business instruction, policy and regulation analysis, agile project management, design thinking, and economic analysis;

· Develop reports and design improved methodology;

· Use CPI tools and methodologies to document and demonstrate resolution/response to material weaknesses identified through inspections (e.g. IG, Audit, etc.);

· Coach, mentor, or lead CPI projects yielding measurable results, to include belt certifications;

· Revise DLA Program of Instruction (POI) and course administration documentation and guidance.

Minimum Education: Must have a BA/BS and may need additional education based on required area of expertise.

Minimum Experience: Must have experience with development, execution, and reporting knowledge and at least ten (10) years of experience working in the technical area requested. Preferably experience in a variety of DoD and private sector situations and hold a certification from a recognized certification authority; though this is wavetable by the Contracting Officer in consultation with the CPIO or organizational CPI Program Office requesting support.

Database/Administrative Support (Non-Key) Characteristics: The contractor shall provide system administration. Support includes the following services:

· Oversee/manage knowledge management application, including but not limited to SharePoint & PowerSteering;

· Serve as the subject matter expert on the knowledge management applications; and

· Teach others inside and outside of DLA to properly use the application for CPI project tracking – CAPER, performance measures tracking, efficiencies tracking and any other tracking required in the future.

· The tasks and deliverables above are anticipated to fall within the following task areas:

· CPI/LSS Program Support Services. This task is anticipated as a firm fixed IDIQ services provided under this task may encompass performance of all activities listed in section 2.0.

Services beyond the initial Program Management shall request a firm fixed price proposal, based on labor categories awarded in the task order. Upon receipt of a technically acceptable proposal, the subject work shall be added by Supplemental Agreement to the task order.

Minimum Education: High school diploma for administrative support, BA/BS for database administration.

Minimum Experience: At least 2 years in the administrative field. Additional 2 years in database administration if necessary, per PWS.

Curriculum Designer/Training Developer (Non-Key) Characteristics: May be expected to develop or revise existing curriculum and other training documents and materials, integrating changes, recommendations, or updates.

Minimum Education: BA/BS, and training in the field of curriculum design, development, and maintenance.

Minimum Experience: Must have at least three (3) years of experience in the field of curriculum design, development, and maintenance.

2.5.2 Personnel Replacement

Certain skilled, experienced, professional and/or technical personnel are essential for successful accomplishment of the work to be performed under the resultant IDIQ. These are defined as “Key Personnel” and are those persons whose resumes are to be submitted as part of the technical proposal for evaluation purposes.

The vendor agrees to use proposed personnel or equally qualified personnel during the performance of any resultant task order.

Key personnel shall not be removed from the contract work, replaced, or supplemented with additional personnel, unless authorized in accordance with the following provisions:

· Vendor shall not substitute key personnel assigned to perform work under task orders without prior written approval of the Contracting Officer. All vendor requests for key personnel substitution shall be in writing and shall provide for a detailed explanation of the circumstances necessitating the proposed substitution(s). Requests must contain a complete resume for the proposed substitute and any other information as requested by the Contracting Officer.. Proposed substitutions must have qualifications that are equal to or greater than the labor category of the key personnel being replaced and capability/experience sufficient to continue any ongoing work. The Contracting Officer shall evaluate all such requests and within fifteen (15) business days of receipt, promptly notify the vendor in writing whether the proposed substitution is acceptable.

· If the failure to supply an acceptable replacement for key personnel impacts contract performance, the Government will take action.

· These provisions shall be fully applicable to any subcontract, at any tier, which the prime vendor may enter into.

· Key personnel, including all replacements, are subject to the vendor security requirements stated in the PWS.

2.5.3 Utilization of Vendor’s Proposed Personnel. In order to ensure a smooth and orderly start-up of each task order, it is essential that the personnel specified in the vendor’s proposal be available and ready for work on the effective date of the order.

2.5.4 Security Requirements. Each task order PWS will identify the required personnel security clearance, if any. The highest anticipated security clearance is SECRET CLEARANCE.

If a task order requires a security clearance, consultants will need to have the clearance at time of task order proposal submission. However, evidence of an IT-II clearance or a favorably adjudicated NACLC investigation is required for the basic IDIQ proposal.

2.5.5 Physical Security. The vendor shall be responsible for safeguarding all government property provided for Vendor use. At the end of normal duty hours and/or after normal duty hours, all government facilities, equipment and materials must be secured.

2.5.6 Vendor Employees. Vendor personnel shall present a neat appearance and be easily recognized as vendor employees by wearing a Security Identification Badge at all times while on Government premises.

When vendor personnel attend meetings, answer phones, and work in other situations where their status is not obvious to third parties they must identify themselves as such to avoid creating the impression that they are Government employees

2.5.7 Control of Personnel. The vendor shall assure that persons assigned to render services under each task order are under the direction and control of the vendor at all times and are not employees of the government.

2.5.8 Liaison Officer. The vendor shall designate a liaison officer to act as the principle point of contact with the CO and his/her designated representative. Such individual shall have full authority to act on the vendor’s behalf on all aspects of the contract including, but not limited to, preparing estimates, receiving task orders and other documentation, signing receipts, discussing status of task orders, and performing other related administration functions. The vendor shall designate an alternate liaison officer to act on behalf of the liaison officer during temporary absences.

2.5.9 Use of Unauthorized Categories of Labor. The vendor will assure that no labor category other than those appearing in the contract schedule will be provided unless the contract is modified to include the new category. The fact that the labor category may carry the same or lower rate does not alter this requirement.

2.5.10 Vendor Interfaces. The vendor may be required as part of the performance of this effort to work with other vendors working for the Government. Such other vendors shall not direct this vendor in any manner. Also, this vendor shall not direct the work of other vendors in any manner.

2.5.11 Disclosure of Information. Information made available to the vendor by the Government for the performance or administration of any task order shall be used only for those purposes and shall not be used in any other way without the written agreement of the Contracting Officer. The vendor agrees to assume responsibility for protecting the confidentiality of Government records, which are not public information. Each vendor or employee of the vendor to whom information may be made available or disclosed shall be notified in writing by the vendor that such information may be disclosed only for a purpose and to the extent authorized herein.

2.5.12 Use of Data. Performance of task orders may require the vendor to access and use data and information propriety to a Government agency or Government vendor which is of such a nature that its dissemination or use, other than in performance of the effort, would be adverse to the interests of the Government and/or others.

Vendor and/or vendor personnel shall not divulge or release data or information developed or obtained in performance of the effort, until made public by the Government, except to authorize Government personnel or upon written approval of the Contracting Officer. The vendor shall not use, disclose, or reproduce proprietary data that bears a restrictive legend, other that as required in the performance of the effort. Nothing herein shall preclude the use of any data independently acquired by the vendor without such limitations or prohibit an agreement at no cost to the Government between the vendor and the data owner which provides for greater rights to the vendor.

2.5.13 Payments for Unauthorized Work. No payments will be made for any unauthorized supplies and/or services or for any unauthorized changes to the work under any task order.

This includes any services performed by the vendor of their own volition or at the request of an individual other than a duly appointed Contracting Officer. Only a duly appointed Contracting Officer is authorized to change the specifications, terms, and conditions under the effort.

2.5.14 Government Furnished Equipment and Vehicles.

The Government may furnish workspace, general administrative support equipment, to include access to phone, computers, copiers, facsimile equipment, printers, office supplies, materials, and computer software necessary to perform tasks. Vendors may be authorized to utilize government vehicles for official travel in the accomplishments of the task requirements of this contract. Requests for additional GFE shall be submitted in writing to the COR through the COTR.

2.5.15 Relocation Costs. No costs will be allowed for relocating vendors employees assigned to work under this contract. The vendor shall ensure that no such costs are included in the proposal.

2.6 DEFINITIONS & ACRONYMS

This section includes special terms, phrases and acronyms which may be used in the PWS. Each definition provided should be carefully considered for that definition becomes binding for all requirements in the contract.

Contract Administrator (CA): administers, develops, monitors and resolves problems related to contracts; participates in the development and fulfillment of contract requirements.

Contracting Officer’s Representative (COR): A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the vendor.

Contracting Officer’s Technical Representative (COTR): The Government’s representative within the Program Management function who has overall technical responsibility for this effort.

Defective Service: A service output that does not meet the standard of performance associated with it in the Performance Work Statement.

Performance Work Statement (PWS): Concise definition of the work the government wishes the contractor to perform.

Performance Standards: Provide two categories to monitor performance:

1. Minimum acceptable quality level as a percentage

2. Timeframe within which the requirement is satisfied

Procuring Contracting Officer (PCO): A Government representative authorized to enter into contracts for supplies and/or services, on behalf of the government.

Program Management Office (PMO): Government.

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