DDPL_RFP_Final.doc

DCAA DIRECTOR’S DEVELOPMENT PROGRAM IN LEADERSHIP (DDPL)

REQUIREMENT FOR LEADERSHIP TRAINING

SP4703-17-R-0003

SECTION 1 - REQUEST FOR PROPOSAL

1.1 INTRODUCTION

The purpose of this combined Synopsis and Request for Proposal (RFP) is to solicit support for the Defense Contract Audit Agency’s (DCAA’s) Director’s Development Program in Leadership (DDPL). The program has been designed to equip future executives within the cohort with the advanced strategic leadership competencies needed to excel as multifaceted leader’s in today’s and tomorrow’s dynamic environment. DCAA is looking specifically for Executive Education Programs from regionally or nationally accredited academic / higher education institutions per the requirements of this RFP to provide these courses. Organizational development companies will not be considered for an award.

This is a combined synopsis/solicitation for commercial supplies and/or services prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. Proposals must be received by the date/time indicated in Section 1.7.

This RFP is issued on an unrestricted basis and will result in multiple, firm fixed price contracts. Each of the seven courses will be evaluated separately. Each resulting contract will be for a base year plus two (2) option years. The North American Industry Classification System (NAICS) code for this requirement is 611430, Professional and Management Development Training. The small business size standard is $11M.

Each Vendor shall submit with their proposal the lead time (in calendar days) that is required to schedule each of the courses. In addition, the Vendor shall indicate if a proposed course is available for scheduling in the August, 2017 or September, 2017 timeframe. Each of the Vendor's proposals shall remain valid through October 31, 2017, at a minimum, to allow for awarding of all contracts. Subject to lead times and fiscal requirements, the government anticipates award of the contracts between July, 2017 and October, 2017.

1.2 MINIMUM REQUIREMENTS

In order to be considered for the award, each Vendor shall comply with the following minimum requirements:

1. The proposed course or courses must be part of the Vendor’s current course offerings.

2. Must be an existing open enrollment course of instruction.

3. Must be between three to five days (24 to 36 hours) in length.

4. Must have a capacity of up to forty (40) participants.

5. Vendor must have executive-level program services (classroom facilities, participant accommodations, and meals) that are available onsite at the institution/campus. The classroom must be within walking distance (one-mile) of the lodging and dining facilities.

1.3 PRICING

Each resulting contract issued will be Firm Fixed Price (FFP).

1.4 CONTRACT TYPE

Multiple firm fixed price contracts will be issued. To ensure diversity of the program experience, the Government intends to make multiple awards and only one course will be awarded per Vendor (institution). Award will be made to the Vendor whose proposal is determined to be the best value to the Government as determined by technical approach, past performance, and price.

This RFP is a new requirement; therefore, there is no incumbent.

1.5 AWARD

1.5.1 Award Without Discussion

The Government intends to evaluate proposals and make award without discussions. Proposals should contain the firm’s best terms within the proposed technical and business approach and should address all evaluation factors. Additionally, the Government reserves the right to conduct discussions and request proposal revisions if it is determined to be necessary. If a negotiation range is established, the Government may limit the number of proposals in the negotiation range to the greatest number that will permit an efficient competition among the most highly rated proposals.

1.5.2 No Award

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

1.6 DISPUTES: AGREEMENT TO USE ALTERNATIVE DISPUTE RESOLUTION

In order to maintain its business relationships with industry and to avoid costly litigation, DCAA is committed to promoting the use of Alternative Dispute Resolution (ADR) techniques, especially mediation. ADR is a voluntary process whereby a neutral third party assists the parties in resolving a dispute. DCAA invites Vendors to join DCAA in agreeing to use their best efforts to resolve any pre-award or post award disputes that may arise from this RFP, and any subsequent award, without litigation. If unassisted negotiations are unsuccessful, the parties agree to use ADR techniques in an attempt to resolve the dispute. 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.

1.7 PROJECTED RFP SCHEDULE

Closing Date of RFP (See submission instructions in section 1.10) 22 May 2017 10:00 am EST

QUESTIONS: Vendors may submit questions requesting clarification of solicitation requirements by emailing the Contract Specialist at Rachel.Keener@dla.mil and the Contracting Officer at Mary.L.Smith@dla.mil. All questions must be received within 10 calendar days of the issue date of this solicitation by 12:00 p.m. EST. NO PHONE CALLS WILL BE ACCEPTED.

1.8 RFP POINTS OF CONTACT

Contract Specialist:

Rachel Keener DLA Contracting Services Office

8000 Jefferson Davis Hwy

Richmond, VA 23297-5441

Phone: (804) 279-4362 / Fax: (804) 279-3246

Email: Rachel.Keener@dla.mil The Contracting Officer for this procurement is Mary Smith, phone (804) 279-3329, emailMary.L.Smith@dla.mil

1.9 INVOICING INSTRUCTIONS

Invoices for any resultant contract must be submitted electronically to the Contracting Officer Representative (COR) via Wide Area Workflow (WAWF). See Section 2.17 for WAWF details.

1.10 SUBMISSION OF PROPOSALS

This RFP will be posted on FedBizOpps (www.fbo.gov) on which it is being made available to all firms. This RFP is being issued on an unrestricted basis. Vendors must submit their proposals electronically via email to Rachel.Keener@dla.mil AND must also submit an original hard copy by either hand carrying or mailing to the address below, as well the additional copies requested in Section 3. Vendor-provided CDs, flash drives, etc., cannot be read on Government computers and cannot be accepted as electronic copies. Omission of emailed proposals OR hard copy proposals will render an offer late and it will NOT be evaluated. Both electronic and hard copies must be received by the designated closing time and date indicated above.

Hard copy proposals shall be hand carried or mailed to:

Defense Supply Center Richmond

Attn: DCSO-R/Rachel Keener/Building 15A

8000 Jefferson Davis Hwy

Richmond, Virginia 23297-5441

All proposals must be identified with the Solicitation Number and Closing Date and Time on all outside envelopes/boxes and be received by the closing date and time.

NOTE: Facsimile proposals will NOT be accepted.

The Government will process late submissions of proposals in accordance with Paragraph (f) of FAR 52.212-1 Instructions to Vendors – Commercial Items (Jan 2004). If an offer is received late and is not eligible for consideration in accordance with FAR 52.215-1 and Alternate I, then the Government will reject that proposal without further consideration.

Submission and format of proposals will also be forwarded in accordance with the Vendor proposal instructions & requirements as cited in Section 3 of this RFP.

1.11 PRICING SUMMARY SHEET

For evaluation purposes, the table below lists the course requirements and estimates of participant levels that may be needed during the base year and two (2) one-year option periods. Vendors are required to provide pricing that will be used for evaluation purposes. Each Vendor may propose on multiple courses however no Vendor will receive an award for more than one (1) course.

DCAA cannot specifically identify the exact number of students that will be attending each course for each year. However, there will be a minimum of 25 students and a maximum of 40 students per class for each cohort. Based on this information, please price each course with a base price for 25 students and then a per student price for students 26 to 40. Vendor shall provide pricing on an excel spreadsheet in the format indicated below and located in ATTACHMENT 1:

SECTION 2: PERFORMANCE WORK STATEMENT

2.1 BACKGROUND

The Defense Contract Audit Agency (DCAA), as a key member of the government acquisition team, is a dedicated steward of taxpayer dollars that delivers high quality contract audits and services to ensure that warfighters get what they need at fair and reasonable prices. The Agency’s primary function is to conduct contract audits and provide related financial services for the DoD and other federal entities responsible for acquisition and contract administration. Specifically, DCAA helps determine whether costs are allowable, allocable, and reasonable. DCAA provides recommendations to government officials regarding Vendor cost assertions for specific products and services. With these recommendations, contracting officers are better able to negotiate prices and settle contracts for major weapon systems, services, and supplies.

DCAA operates under the authority, direction, and control of the Under Secretary of Defense (Comptroller)/Chief Financial Officer. The Agency consists of about 4,800 employees at over 300 locations in the United States, Europe, the Middle East, Asia and the Pacific. DCAA’s organizational structure consists of three geographic regions, a field detachment to conduct classified work, and four-Corporate Auditing Directorates (CAD).

The DDPL program is a competency-based executive leadership development program designed to develop senior-level careerists’ with the leadership knowledge, skill, and abilities for effective managerial and executive-level performance. The program focuses on eleven (11) - DoD Civilian Leader Development Continuum and Framework (DoDI 1430.16) leadership competencies (Vision, External Awareness, Strategic Thinking, Political Savvy, Global Perspective, Partnering, Entrepreneurship, National Security Strategy, National Defense Integration, National Security Environment, and National Security Foundation). This is an 18-month program built upon ten (10) one (1) week distinctive leadership competency-based courses comprised of seven-educational institutions, 3-senior service colleges; and integrates two (2) command visits. During the program, participants will cycle between a week of leadership instruction and six (6) weeks of home station duty until the curriculum requirements are completed. The program will start a new cohort each year. Each cohort will be comprised of 25-40 personnel. The program has been designed to equip future executives within the cohort with the advanced strategic leadership competencies needed to excel as multifaceted leader’s in today’s and tomorrow’s dynamic environment.

2.2 SCOPE OF WORK

The Vendor shall provide senior Government cohort personnel (the majority of participants will be at the GS 13, 14 and 15 levels) with executive-level leadership development training in the seven-subject areas defined by this Performance Work Statement (PWS). The course of instruction, cohort individual lodging accommodations, and meals, as prescribed by the courses program of instruction, shall be provided onsite at the Vendor’s institution. The cohort will be approximately a minimum of 25 participants and a maximum of 40 participants in senior leadership roles. The course format shall be a three to five day (24 to 40 hours) classroom experience based on a pre-existing curriculum found in the Vendor’s open enrollment catalog but closed to and confidential for DCAA participants only. Course dates shall be agreed upon between the Vendor and DCAA as per the availability of DCAA, faculty, and Vendor resources. DCAA's intent is for the instruction to be provided by multifaceted and diverse faculty members with respect to educational background, experience, expertise, and research interests. The instructors in an Executive Leadership program should be a blend of practicing leaders and leadership development professionals possessing the academic credentials, learning application, and course program experience expected at a leading edge accredited university or college. Vendors are not expected to attend the other courses in an attempt to familiarize the faculty and/or integrate course concepts. Courses for the DDPL program must be located within in the continental United States (CONUS). Vendor course customization is not permissible for the DDPL requirement. The RFP requires pre-existing open enrollment courses; universities shall not develop a course specifically for this requirement. To ensure diversity of the program experience, the Government intends to make multiple awards, but will only award one course per institution to the Vendor whose quote is determined to be the best value to the Government, based on the following: minimum requirements, technical approach, prior experience and past performance, and price.

2.3 OBJECTIVES

The Vendors will assist DCAA with the DDPL program by delivering executive-level leadership training aligned to select DoD Civilian Leadership Continuum competencies through diverse educational institution learning environments to provide senior-level employees with the knowledge, skills, and abilities for effective managerial and executive-level performance. DCAA is specifically looking for academic and/or higher education institutions who are accredited per the requirements of the RFP. Organizational development companies will not be considered for an award.

2.4 SPECIFIC TASKS

As stated in Section 1.2, Minimum Requirements, each Vendor shall comply meet the minimum requirements in order to be considered for the award.

This PWS has seven (7) core courses:

Course 1: Course of Instruction-Vision Course 2: Course of Instruction-Partnering Course 3: Course of Instruction-Strategic Thinking Course 4: Course of Instruction-External Awareness Course 5: Course of Instruction-Political Savvy

Course 6: Course of Instruction-Global Perspective

Course 7: Course of Instruction-Entrepreneurship

2.4.1 Course of Instruction-Vision (COURSE 1)

The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Vision” defined as: communicates a clear mission and set of values, providing guideposts for decision making and action; takes a long-term view and builds a shared vision with others; acts as a catalyst for organizational change; and influences others to translate vision into action.

The Vision course offered by the Vendor shall address and train attendees on the following fourteen (14) elements.

1. Develop an understanding of the link between organizational vision and performance.

2. Develop and use basic strategic analytical tools and frameworks to formulate appropriate strategies leading to an organizational strategic plan and vision.

3. Distinguishing between strong and weak strategies.

4. Examining the steps in the strategic planning process.

5. Discuss how managers can incorporate strategic decision making into day-to-day operations.

6. Describe how to convert strategic projects into a strategic business plan linking organizational vision, strategy and performance.

7. Develop a vision for the organization and translate the vision into action.

8. Evaluate the organizations vision to ensure that the domain of activities in which the agency participates remain relevant.

9. Develop plans and processes for implementing an organizational strategic vision.

10. Understand how organizational mission, vision, values and culture impact strategic planning, organizational activities and decisions.

11. Discuss the importance of a gap analysis defining where the organization currently is, where it wants to be, and how to close the gap between strategies.

12. Define a strategic vision statement that is credible, realistic, attracts workforce commitment, creates meaning, establishes a standard of excellence, and bridges the present with the future.

13. Define the properties of an effective vision statement.

14. Describe how leaders effectively communicate and implement a strategic vision.

2.4.2 Course of Instruction-Partnering (COURSE 2) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Partnering” defined as: develops networks and builds alliances; collaborates across boundaries to build strategic relationships and achieve common goals.

The Partnering course offered by the Vendor shall address and train attendees on the following thirteen (13) elements.

1. Discover how to create and manage different forms of strategic alliances.

2. Describe how to create and manage value-adding alliances.

3. Discuss how to avoid common consequences that can lead to alliance failures.

4. Examine critical legal, financial, and operational issues in alliances.

5. Explain how managers negotiate before, during, and after alliance agreements have been initiated.

6. Describe how leaders manage complex multiple alliance initiatives within the organization.

7. Understand the benefits, risks, and costs associated with partnering.

8. Create alliances within the organization.

9. Recognize how to change traditional relationships to a shared culture without regard to organizational boundaries.

10. Discuss individual roles as partners in supporting the strategic objectives of the organization.

11. Produce examples of partnering process frameworks that develop, implement, manage, and improve specific partnering relationships.

12. Discuss the accumulative value of long-term organizational strategic partnering relationships to achieve better project outcomes and continuous process improvement.

13. Prepare a partnering framework for stakeholder analysis.

2.4.3 Course of Instruction-Strategic Thinking (COURSE 3) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Strategic Thinking” defined as: formulates objectives and priorities and implements plans consistent with the long-term interests of the organization in a global environment that takes into consideration the environment, resources, capabilities, constraints, and organizational goals and values; capitalizes on opportunities and manages risks and contingencies, recognizing the implications for the organization and stakeholders.

The Strategic Thinking course offered by the Vendor shall address and train attendees on the following ten (10) elements.

1. Understand the fundamental concepts of strategy.

2. Describe how to effectively position and grow an organization for success.

3. Discuss how to formulate winning strategies and expand the organization’s global reach.

4. Examine strategies that deal with global external forces.

5. Develop a vision that achieves sustainable growth and performance in the short and long term.

6. Develop transformation and growth strategies.

7. Design organizational strategies to achieve competitive advantage.

8. Create a robust strategic thinking and planning process.

9. Generate organizational commitment to a strategy through compelling communications.

10. Identify and overcome traps in strategic thinking.

2.4.4 Course of Instruction-External Awareness (COURSE 4) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “External Awareness” defined as: actively seeks to understand others’ cultural, religious, political, and societal norms and customs; builds language proficiency as required by the mission; maintains an integrated understanding of congressional and globalization factors that would influence defense, domestic, and foreign policy and uses it in strategic and operational planning; understands and keeps current on local, national, and international policies and trends that affect the organization and shape stakeholders’ views; and is aware of the organization’s impact on the external environment.

The External Awareness course offered by the Vendor shall address and train attendees on the following eleven (11) elements.

1. Assess the organization’s competitive environment.

2. Evaluate external factors affecting the organization and identify opportunities for innovation.

3. Relate organizational strategy, leadership and culture to objectively assess the current organizational and leadership environment.

4. Recognize how to assess the organization’s external environment.

5. Analyze the organization’s culture and its inclination for transformational change.

6. Understand assessment practices and how best to position the organization to achieve a competitive advantage.

7. Develop a strategic roadmap to establish a vision for the organization that capitalizes upon the environment.

8. Understand how the external environment influences decisions, strategic plans, implementation strategies, and management practices.

9. Assess the value of varied viewpoints and how to manage change through innovative practices.

10. Apply critical thinking to examine innovation and strategic initiatives.

11. Describe internal and external trends that affect the organization and shape stakeholder views.

2.4.5 Course of Instruction-Political Savvy (COURSE 5) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Political Savvy” defined as: identifies the internal and external politics that impact the work of the organization; perceives organizational and political reality and acts accordingly; and uses diplomacy in dealing with issues involving others.

The Political Savvy course offered by the Vendor shall address and train attendees on the following ten (10) elements.

1. Analyze how your political intelligence and influence influences success in swaying others to see your vision and support your success.

2. Explain how to influence people both within and outside of the organization.

3. Understand the dynamics of power and diplomacy to gain support from alliances and networks.

4. Describe how to establish alliances with people of power and influence in order to influence decisions and outcomes.

5. Assess communication methods in order to effectively present ideas and influential messages that motivate stakeholders.

6. Explain ways to communicate/message more effectively and efficiently.

7. Understand the factors that led to the abuse of power.

8. Compare methods by which stakeholders recognize and seek to reconcile their competing interests in order to generate commitment.

9. Plan how to activate others to adopt your ideas.

10. Contrast ways to think through politically charged situations to resolve them.

2.4.6 Course of Instruction-Global Perspective (COURSE 6) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Global Perspective” defined as: effectively communicates the organization’s commitment to the joint mission and leads staff to exert influence and execute solutions across the enterprise; works collaboratively with other national security agencies to achieve U.S. goals and objectives; and fosters supportive partnerships across organizational lines and within the international community to drive integration and translate long-term goals into action.

The Global Perspective course offered by the Vendor shall address and train attendees on the following ten (10) elements.

1. Examine how to develop a global organizational strategy to foster growth aligned to the organization’s vision.

2. Describe how to increase the ability to formulate and implement a global strategy.

3. Understand how to perceive the global situation accurately in order to balance changing geopolitical realities.

4. Demonstrate understanding of the interconnectedness, difference, and diversity of a global environment for serving customers.

5. Identify and understand the value of having an organizational global outlook and strategy.

6. Discuss best case / worst case scenario planning to identify future situations that could positively or negatively impact the organization.

7. Discover how to create a global strategy for the organization.

8. Create a global strategic vision for the organization.

9. Synthesize and balance information in developing appropriate evidence-based conclusions about changing global issues.

10. Demonstrate the ability to develop informed judgements about global issues.

2.4.7 Course of Instruction-Entrepreneurship (COURSE 7) The Vendor shall provide to a target audience of senior executives a pre-existing open enrollment course designed to address the DoD Civilian Leadership Continuum competency of “Entrepreneurship” defined as: positions the organization for future success by identifying new opportunities; builds the organization by developing or improving products or services; identifies potential risks early and implements effective abatement or control measures; takes calculated risks to accomplish organizational objectives; and defines evaluation criteria and continuously collects, assesses, shares, and responds to data appropriately.

The Entrepreneurship course offered by the Vendor shall address and train attendees on the following ten (10) elements.

1. Analyze leadership strategies that enable improved organizational performance.

2. Discuss the challenge of executive leaders to create and develop new strategies for managing and sustaining performance.

3. Examine how an organization can more effectively deliver high-quality services or products.

4. Compare strategies that have assisted executive leaders in producing significant results and increase entrepreneurial opportunities.

5. Assess the means by which leaders measure results and use those findings to enhance organizational performance.

6. Review the role of leadership to identify risk controls in initiating organization change.

7. Explain how executives recognize and shape events to inspire the workforce, improve performance, and enhance creativity to increase organizational performance.

8. Illustrate how strategic leaders use performance targets to mobilize resources to measure and produce constructive performance results.

9. Understand how to interpret customer needs and measure value.

10. Describe approaches to performance leadership that positions the organization for future success.

2.5 PROGRAM DELIVERY

The Vendor shall provide services to each course to include the following requirements. Provide books and instructional material to support the offered course of instruction to include website access for course materials, as applicable. Provide access to pre-course readings three-weeks prior to the scheduled live-course. Apply multiple learning methodologies (e.g., experimental/action learning, case studies, simulations, interactive discussions, applied learning) to enhance leadership practicum. Provide a narrative to address the learning methodologies applied in the course and how they enable achievement of the course’s learning objectives.

The Vendor shall submit to the Contracting Office, as part of the proposal submission, one copy of the open enrollment course’s title, description, daily course schedule, and public website link for the required competency-based leadership training offered. All students under this PWS shall enroll in the same manner, be subject to the same academic regulations, and have the same privileges, including the use of all facilities and equipment as any other student enrolled in the institution.

The Vendor shall provide classroom facilities for a minimum of 25 participants and up to a maximum of 40 participants, information technology set-up and support, and breakout room space, as required to support program delivery. The Vendor shall specify distances between the facility classroom, lodging, and dining facility in tenths of a mile, all lodging and classroom facilities shall be centrally located on campus. The Vendor shall provide individual lodging accommodations onsite at the Vendor’s executive education facility based on Federal per diem rates. Lodging accommodations shall be within reasonable walking distance (one-mile) of the classroom and dining facilities. The above rate does not include incidentals. Participants will provide a valid credit card upon arrival for payment of such costs. The Vendor shall provide onsite meals (breakfast, lunch, dinner, and daily full-service beverage and snack buffets) as prescribed by the program of instruction. The Vendor shall not charge the Government for permit charges, such as vehicle registration or parking fees, and any equipment, or any items or services (computer time) related to student research.

The Vendor shall provide results of course evaluation summaries for Government review within two-weeks of the course completion date. Provide a course Certificate of Completion for those completing the course and specify the number of Continuing Education Unit (CEU) credits earned, Continuing Professional Education (CPE) credit is desired. Continuing Learning Points (CLP) credits will also be accepted.

The Vendor shall demonstrate successful execution in maintaining accreditation by a Regional and/or National institutional accrediting body with the cognizance over the institution of higher learning. The accrediting body must be one of the regional/national accrediting agencies recognized by the U.S. Department of Education as reliable authorities concerning the quality of education or training offered by the institution. The Vendor shall submit accreditation verification documents as part of the proposal submission. The Vendor shall submit, as part of the proposal submission, the institution’s U.S. educational ranking, executive education leadership program ranking, and research ranking.

2.5.1 Course Customization, Design, and Development

The Government reserves the right to work with the Vendor in future option years to make minor customization changes to courses based on the success and efficiency of the Vendor’s base year performance. No major changes will be made to the scope of the contract. All changes will be incorporated via modification and pricing will be evaluated at that time. If a Vendor has any objections to possible future course customization, the Vendor shall specify this concern in their proposal.

2.6 QUALITY CONTROL

Quality Control (QC). The Vendor shall develop and maintain effective QC procedures to ensure the instructional services are performed in accordance with the PWS. The Vendor shall implement procedures to identify, prevent and ensure the non-occurrence and non-recurrence of defective services. The Vendor’s QC procedures are the means by which the Vendor assures that the identified deliverables comply with the requirement of the contract.

2.6.1 Vendor Quality Control Plan (QCP)

The Vendor shall submit a DRAFT Quality Control Plan as part of their proposal. This plan shall describe the Vendor’s methodology for quality assurance and compliance in successfully completing the Deliverables stated below in Table 1.

DCAA requires each Vendor to implement educational development processes to improve individual and organizational performance through the course's learning objectives. Instruction should promote competency transfer of student knowledge and skills learned in an instructional setting back to the workplace. For the learning outcome to be achieved, the Vendor shall provide instruction that is effective and efficient. The Vendor Quality Control Plan refers to the plan and procedures performed by the Vendor Program Manager to include the following coordination efforts:

1. Cohort course registration

2. Arrange access to student website

3. Creation and distribution of course evaluation forms

4. Distribution of educational materials

5. Distribution of program schedule / campus maps

6. Coordinate student lodging reservations

7. Coordination for student meals

8. Coordination of reception (if offered)

9. Coordination of classroom/breakout room requirements

10. Schedule faculty members

11. Schedule information technology/audio visual equipment set-up and support

12. Create/distribute course Certificate of Completion

13. Issue student access badges, as required (classroom, library, etc.)

14. Monitor quality control and PWS compliance

15. Serve as liaison between institution and DCAA; manage expectations

16. Manage/allocate the institution's programmatic resources

17. Identify and communicate potential problems/resolve issues

18. Manage milestones/deliverables

19. Manage and insure vendor/client goals and objectives are met

20. Manage program execution

21. Primary POC for 2st line customer service

22. Monitor the use of intellectual property The Vendor is required to control the quality of service in accordance with the contract requirements.

2.6.1.1 Inspection and Acceptance Criteria

Final inspection and acceptance of all work performed, reports, and other deliverables shall be performed at the place of delivery by the DCAA Project Manager.

TABLE 1: DRAFT/SAMPLE DELIVERABLES (Specific Deliverables to be identified in each Course)

Table 1 identifies Deliverables associated with Section 2.4, Specific Tasks.

Paragraph

Reference

2.6.2 Quality Assurance Surveillance Plan (QASP)

Quality Assurance (QA). The Government shall evaluate the Vendor’s performance under this contract in accordance with DCAA’s Systems Approach to Training (SAT) Manual. A hard copy of the SAT manual will be made available to vendors upon request. Vendor conformance to requirements of the PWS will be measured by Government evaluation of task completed against the following criteria: adherence to the requirements of the PWS; applicability, accuracy, relevancy, and clarity of instructional materials provided by the Vendor; integration of delivery methodologies to achieve course learning objectives; and results of End of Course Critiques (Evaluation Summaries).

In fulfillment of this effort, the Vendor shall provide the deliverables identified for each course/task. All deliverables shall be submitted to the DCAA Project Manager (PM), unless otherwise agreed upon. All documents will be provided in either hard copy and/or electronically as requested by the PM. 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.

2.6.3 Method of Surveillance

All work under this contract shall be monitored by the DCAA Project Manager who will act as the primary technical representative of the Government. Final inspection and acceptance of all work performed, reports, and other deliverables shall be performed at the place of delivery by the DCAA Project Manager (PM). The DCAA Project Manager is responsible for: setting task priorities and revising task priorities when necessary; and coordinating the requirement with each Vendor. After consultation with and approval by the Contracting Officer Representative when appropriate, the DCAA PM shall modify delivery dates and schedules, so that the revised priorities can be met. The DCAA PM shall formally assess the level of Vendor performance and prescribing the extent to which quality assurance and acceptable performance levels have been met. Additionally the PM shall coordinate through the Government’s Contracting Office, approval of course customization tasks, if requested.

2.7 PERSONNEL REQUIREMENTS

Vendors’ shall provide program management services to coordinate program events with the Government project manager. This section describes specific requirements related to Vendor personnel.

Vendors shall provide qualified faculty with the requisite level of leadership instructional expertise to deliver the offered program of instruction based on the learning objectives stated in 2.4.1-2.4.7. Faculty personnel are expected to use their subject matter expertise to enrich the instructional environment through the inclusion of personal experiences and lessons learned as they interact with program participants. One half of the faculty must have earned a doctoral degree, specific to the course content field taught, from a regionally accredited university, and faculty members who teach the outlined courses should have at least four years of experience teaching in their subject area. Faculty biographies shall be provided with the Vendor’s proposal submission.

Vendors shall provide documented experience and background of course faculty in the areas of leadership, management, or a related field in the form of a list of peer-reviewed publications, recognized authors, lecturers, or presenters, and/or research experts in topical areas related to the offered course.

2.8 SECURITY REQUIREMENTS

The data processed within DCAA offices is considered proprietary and/or sensitive and therefore cannot be used to solicit or benefit other work by the Vendor. The Vendor agrees to comply with the following Federal Acquisition Regulation (FAR) clauses 52.224-1 and 52.224-2.

Personally Identifiable Information (PII). The Vendor is required to safeguard PII in accordance with the Privacy Act of 1974, 5 U.S.C. § 552a, DCAAR 5410.10 DCAA Privacy Program and DoD Privacy Act Regulation 5400.11-R. The DCAA Program Manager must be informed immediately of discovery/detection if DoD PII data is compromised, lost, or stolen. The DCAA Program Manager then must contact DCAA Operations immediately to report the discovery/detection of DoD PII data compromised, lost, or stolen.

2.8.1 Data Use, Disclosure of Information, and Handling of Sensitive of Information

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 Sub-Vendors having a need to know such information in the performance of their duties for this project.

The Vendor shall not use, disclose, or reproduce proprietary data that bears a restrictive legend, other than as required in the performance of this 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.

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 the written agreement of the Contracting Officer.

If public 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 will consult with the Contracting Officer’s Representative (COR) regarding use of that information for other purposes.

The Vendor agrees to protect 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.

Performance of this effort may require the Vendor to access and use data and information proprietary to a Government Agency or Government Vendor, which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the Government and/or others.

2.8.2 Limited Use of Data / Ownership and Use of Program Materials The Vendor shall own all the intellectual property rights, including but not limited to copyrights, in the presentation materials (“Materials”) customized or developed by the Vendor for the program, with the exception of information provided by the Government and designated as Proprietary Information. The Government cannot teach the program or use the Materials outside of the program, without the prior written consent of the Vendor.

The Vendor reserves and retains ownership of all intellectual property rights, including, but not limited to, copyright, title and interest in and to any recording of the program. Neither the program, nor any elements thereof, shall be filmed, videotaped, recorded, or reproduced in any manner, medium or form by the Government or any third Parties, without prior written authorization from the Vendor.

2.8.3 Payments for Unauthorized Work

No payments will be made for any unauthorized supplies and/or services or for any unauthorized changes to the work specified herein. 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 this effort.

2.8.4 Identification of Organizational Conflicts of Interest (OCI)

If the Vendor is currently providing support or anticipates support to DLA or another Federal Agency that creates or represents 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. The Vendor is also required to complete and sign an Organizational Conflict of Interest Statement in which the Vendor (and any Sub-Vendors) agrees to disclose information concerning the actual or potential conflict with any proposal for any solicitation relating to any work in the contract. All actual or potential OCI situations shall be handled in accordance with FAR Subpart 9.5.

To avoid any potential conflicts of interest, the Vendor agrees that it may not restrict the conception, design, or configuration of its analyses, recommendations or findings in a manner that will favor any endeavors that are its separate marketing efforts or those of its affiliates, subordinates, or other commercial ventures.

2.9 Regular Recurring Meetings

Post Award Conference/Periodic Progress Meeting. The Vendor agrees to participate in any post award conference (teleconference, skype session) convened by the contracting activity. The Contracting Officer, Contracting Officer Representative, and the Government’s Project Manager shall meet, as needed, with the Vendor to review the Vendor’s performance and any unresolved issues. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

2.10 Contract Management

The Vendor shall be responsible for managing and overseeing the activities of all Vendor personnel, as well as Sub-Vendor efforts used in performance of this contract. The Vendor’s management responsibilities shall include all activities necessary to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained in this PWS.

2.11 VENDOR FURNISHED INFORMATION, PROPERTY, EQUIPMENT & SERVICES

The Vendor shall furnish all supplies and services to meet performance requirements to include, but not limited to, faculty, instructional training facilities, books and materials, student lodging, and meals (breakfast, lunch, dinner, and daily full-service beverage and snack buffets) as prescribed by the Vendor’s program at the Vendor’s educational institution.

2.12 TRAVEL

Government personnel participating in this training will be responsible for travel to and from the Vendor’s institution.

2.13 PLACE OF PERFORMANCE

The work to be performed under this contract shall be performed onsite at the Vendor’s educational institution.

2.14 PERIOD OF PERFORMANCE

Period of Performance (POP): The POP shall be for one (1) base-year of 12-months and two (2) 12-month option years. The POP reads as follows:

Base Period: 12 Months

Option Period One (1): 12 Months

Option Period Two (2): 12 Months Hours of Operation. The exact course dates/time is to be coordinated between the Government and Vendor.

Cancellation and Rescheduling. Should it become necessary for the Government and/or Vendor to cancel or reschedule a course, 60–days or greater notice by either party shall be provided. The Government/Vendor may mutually agree to cancel or reschedule a course due to unforeseen natural catastrophic events (i.e., floods; earthquake, national emergencies) that prevent normal course delivery and/or participant travel/attendance.

The Government reserves the right to extend the term of this contract in accordance with the terms and conditions contained in clause 52.217-8 entitled, “Option to Extend Services.”

2.16 GOVERNMENT HOLIDAYS

The Vendor is not required to provide services on the ten Federal holidays observed by the Federal Government unless the Vendor receives prior approval by the COR. The following holidays are observed:

New Year's Day (January 1)

Martin Luther King's Birthday (Third Monday in January)

President's Day (Third Monday in February)

Memorial Day (last Monday in May)

Independence Day (July 4)

Labor Day (first Monday in September)

Columbus Day (Second Monday in October)

Veteran's Day (November 11)

Thanksgiving Day (Fourth Thursday in November)

Christmas Day (December 25)

When one of the above holidays falls on Sunday, the following Monday will be observed as a legal holiday. When one of the above holidays falls on a Saturday, the preceding Friday is observed as a legal holiday.

2.17 INVOICING AND PAYMENT SCHEDULE

Payment. Line items for the Training Course will be structured with up to 40 students in attendance annually per course. Vendor shall submit invoice for actual number of students in attendance.

Proposals shall include the following CLIN(s) for the proposed course(s), all of the 7-courses of instruction are identified below:

CLIN 0001 – Vision (Para 2.4.1)

CLIN 0002 – Partnering (Para 2.4.2)

CLIN 0003 – Strategic Thinking (Para 2.4.3)

CLIN 0004 – External Awareness (Para 2.4.4)

CLIN 0005 – Political Savvy (Para 2.4.5)

CLIN 0006 – Global Perspective (Para 2.4.6)

CLIN 0007 – Entrepreneurship (Para 2.4.7)

CLIN pricing for each CLIN shall be a total cost inclusive of course instruction costs, lodging costs and meal costs. Course instruction costs include: faculty, classroom facilities, books, instructional material, program management services, website access/breakout rooms, as applicable, and certificates of completion. Lodging costs include onsite lodging accommodations and dining within a one-mail radius of the classroom facility. While meal costs shall include breakfast, lunch, dinner and daily full-service beverage and snack buffets, as prescribed by the program of instruction The Government shall pay for services under the Vendor’s normal schedule of discounted tuition and fees applicable to Department of Defense (DoD)/Government and/or multiple organizational participants in accordance with the applicable course offering and in effect at the time the services are to be performed.

The Government shall review this contract annually before the anniversary of its effective date for purposes of incorporating changes required by statutes, Executive Orders, the Federal Acquisition Regulation, or the Defense Federal Acquisition Regulation Supplement. Changes must be made by modification to this contract or by issuance of a superseding contract. If mutual agreement on the changes cannot be reached, the Government will terminate this contract. The Government is not required to exercise the option years.

The parties may amend this contract only by mutual consent.

The Vendor shall invoice no more frequently than MONTHLY. All invoicing must be submitted through Wide Area Workflow (WAWF) in accordance with DFARS 252.232-7003. Inaccurate invoices shall be returned to the Vendor within seven (7) days for corrections. Attachments created in a Microsoft Office product may be attached to the WAWF invoice with maximum limit for size. Additional information regarding WAWF may be found at https:\\wawf.eb.mil. The following information is provided for completion of invoices in WAWF per DFARS 252.232-7006 Wide Area Workflow Payment Instructions:

Routing Data Table*

Inspect By DoDAAC

Ship To Code

Ship From Code

Mark For Code

Accept at Other DoDAAC

LPO DoDAAC

DCAA Auditor DoDAAC

Other DoDAAC(s)

2.19 POINTS OF CONTACT

DCAA Project Manager: The DCAA Project…