W81K0420R0019 Amendment 01.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to correct administrative errors in the solicittation, and make corrections to the performance w ork statement in response to offeror generated questions. Further elaboration can be found in the summary of changes.

1. CONTRACT ID CODE PAGE OF PAGES

1 33

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 19-Dec-2019

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W81K0420R0019

X 9B. DATED (SEE ITEM 11)

05-Dec-2019

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

19-Dec-2019

CODE

W40M USA HLTH CONTRACTING ACT

CTR FOR HEALTH CARE CONTR

2199 STORAGE ST BLDG 4197 STE 68

JBSA FT SAM HOUSTON TX 78234-5074

W81K04 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W81K0420R0019

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SUPPLIES OR SERVICES AND PRICES

CLIN 0005

The contract type has changed from FFP to COST.

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0005 UNDEFINED

Travel

COST

Travel reimbursement for travel as required by PWS paragraph 1.5. Fiscal Years

(FY) 2020-2023.

MAX COST

SUBCLIN 0005AA

UNIT UNIT PRICE MAX AMOUNT

0005AA UNDEFINED

Travel - FY20

COST

Travel reimbursement for travel conducted in FY 2020 as required by PWS paragraph 1.5.

FOB: Destination

PSC CD: U099

SUBCLIN 0005AB

UNIT UNIT PRICE MAX AMOUNT

0005AB UNDEFINED

Travel - FY21

COST

Travel reimbursement for travel conducted in FY 2021 as required by PWS paragraph 1.5.

SUBCLIN 0005AC

UNIT UNIT PRICE MAX AMOUNT

0005AC UNDEFINED

Travel - FY22

COST

Travel reimbursement for travel conducted in FY 2021 as required by PWS paragraph 1.5.

SUBCLIN 0005AD

UNIT UNIT PRICE MAX AMOUNT

0005AD UNDEFINED

Travel - FY23

COST

Travel reimbursement for travel conducted in FY 2023 as required by PWS paragraph 1.5.

CLIN 0006

UNIT UNIT PRICE MAX AMOUNT

0006 UNDEFINED

Shipping

COST

Shipping reimbursement for shipping as required by PWS paragraphs 5.3.1-5.3.3 for Fiscal Years (FY) 2020-2023.

SUBCLIN 0006AA

UNIT UNIT PRICE MAX AMOUNT

0006AA UNDEFINED

Shipping FY20

COST

Shipping reimbursement for shipping as required by PWS paragraphs 5.3.1-5.3.3 for Fiscal Year (FY) 2020.

SUBCLIN 0006AB

UNIT UNIT PRICE MAX AMOUNT

0006AB UNDEFINED

Shipping FY21

COST

Shipping reimbursement for shipping as required by PWS paragraphs 5.3.1-5.3.3 for Fiscal Year (FY) 2020.

SUBCLIN 0006AC

UNIT UNIT PRICE MAX AMOUNT

0006AC UNDEFINED

Shipping FY22

COST

Shipping reimbursement for shipping as required by PWS paragraphs 5.3.1-5.3.3 for Fiscal Year (FY) 2020.

SUBCLIN 0006AD

UNIT UNIT PRICE MAX AMOUNT

0006AD UNDEFINED

Shipping FY23

COST

Shipping reimbursement for shipping as required by PWS paragraphs 5.3.1-5.3.3 for Fiscal Year (FY) 2020.

The following have been modified:

ADDENDUM TO 52.212-1

In the following paragraphs, pursuant to FAR Subpart 12.302(a), FAR Provision 52.212-1, and Instructions to Offerors – Commercial Items, is tailored. The basic provision paragraphs (a), (f), and (h) – (k) of FAR Addendum 52.212-1 are not replaced. The basic provision paragraph (e) is deleted for this solicitation. The following paragraphs of specific instructions to offerors for this solicitation replace the basic provision paragraphs (b) through (d), (g), and (l).

1. General Instructions.

a. This addendum prescribes the format for proposals and describes the approach for the development and presentation of proposal data. The offeror’s proposal shall include all data and information requested herein and shall be submitted in accordance with these instructions. Offerors are required to submit all documentation / information detailed herein, including terms and conditions, representations and certifications, and technical requirements. Failure to submit all required documentation/information may result in a proposal being ineligible for award. In submitting a proposal, offerors are agreeing to the terms and conditions as written in the entire solicitation.

b. These instructions are designed to ensure the submission of information essential to the understanding and comprehensive evaluation of proposals. The instructions permit the inclusion of any additional data or information an offeror deems pertinent within the stated page limitations. Offerors are cautioned to follow the detailed instructions fully and carefully, as the government reserves the right to make an award based on initial proposals received, without discussion of such proposals. However, if deemed necessary, and at its sole discretion, the Government may request additional information from the offerors.

c. All required elements of the Request for Proposal (RFP) shall be submitted by the offeror with their proposal no later than the date/time shown in block 8 of the Standard Form (SF) 1449, Solicitation/Contract/Order for Commercial Items. The proposal shall be submitted to the address identified in block 9 of the SF 1449, Solicitation/Contract Order for Commercial Items. Facsimile offers are unacceptable. Any offeror that submits an offer that is incomplete, does not comply with requirements stated in the PWS, or otherwise does not conform to the requirements specified herein may result in the offeror being removed from consideration for award.

d. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal shall not simply rephrase or restate the Government's requirements, but rather shall provide convincing rationale methods, processes and procedures to address how the offeror intends to meet these requirements. Offerors shall assume the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the offeror’s proposal. Any proposal that modifies or fails to conform to the essential requirements or specifications of the RFP may cause the proposal to be judged unacceptable resulting in the offer being removed from consideration for award. Any aspect of the proposal judged to be unacceptable may render the entire proposal unacceptable. If the proposal is determined to be unacceptable, upon completion of proposal evaluations the offeror will be notified promptly of the basis of the determination.

e. In accordance with FAR Subpart 4.8, Government Contract Files, the Government will retain one copy of all unsuccessful proposals. Unless the offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

f. Period for acceptance of offers. The offeror shall provide a statement that the offeror’s proposal and prices will remain in effect for 120 days after solicitation closing date.

g. Product samples. Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

h. Questions, Clarifications, or Discrepancies. Address all questions, clarifications, or concerns regarding this solicitation in writing to the attention of Ms. Yvonne Camarce, Contracting Officer (KO), via e-mail at yvonne.y.camarce.civ@mail.mil and the Contract Specialist, Mr. Matthew Robey at matthew.t.robey.civ@mail.mil referencing solicitation number W81K04-20-R-0019. Contractors must submit questions in a Government provided format (see contractor question template, Attachment 1) via email no later than 5 days from release of RFP. In the event of solicitation discrepancies (e.g., errors, omissions, or points otherwise unclear or unsound), offerors shall immediately notify the KO in writing with supporting rationale. Be advised that all correspondence sent via e-mail shall contain a subject line that reads “W81K04-20-R-0019, Self-Awareness Training”. Note that e-mail filters at Fort Sam Houston are designed to filer e-mails without subject lines or with suspicious subject lines or contents *e.g., .exe or .zip files); therefore, if this subject line is not included the e-mail may not get through the e-mail filters. Also be advised that .zip or .exe files are not allowable attachments and may be deleted by the e-mail filters at Fort Sam Houston. If sending packages via e-mail, ensure only .pdf, .doc, or .xls documents are sent. The e-mail filter may delete any other form of attachments. Address all questions or concerns the offeror may have to the KO and KS.

i. Debriefings. The KO will promptly notify unsuccessful offerors in accordance with procedures outlined in FAR Subpart 15.5, Preaward, Award, and Postaward Notifications, Protests, and Mistakes. Unsuccessful offerors may request and receive a debriefing in accordance with FAR Subpart 15.5.

j. Electronic Offers. The offeror shall submit Volumes I through IV in electronic format on read-only CD-R CDs with an indication on each CD of the volume number and title. Use separate files to permit rapid location of all portions, including factors, supplements, exhibits, annexes, and attachments, if any. Each volume shall be on a separate CD. If files are compressed, the necessary decompression program must be included. The offeror’s CDs shall be virus free. The electronic versions of the proposal shall be submitted in a format readable by, at a minimum, Microsoft (MS) Office Word 2007, MS Office Excel 2007, MS Office Project 2007, and MS Office Power Point 2007, as applicable. Attachment 4, Sample Price Spreadsheet, shall be submitted as an Excel file. The government will accept .pdf files for the electronic version.

k. Organization/Number of Copies/Page Limits. The offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 6 below). The titles and contents of the volumes shall be as defined in this table, shall be within the required page limits and with the number of copies as specified. The contents of each proposal volume are described in the Instructions to Offerors (ITO) paragraph as noted in the table below.

Table 6 - Proposal Organization

Volume

ITO

Paragraph Number

Volume

Title

Copies

Page Limit

I 2(a) Administrative 1 Un-sanitized 10* Section A 2.a.(1) Completed/signed SF1449 Section B 2.a.(2) Acknowledged/signed amendments **See Below Section C 2.a.(3) Completed Provisions **See Below Section D 2.a.(4) Statement of Offerors Section E 2.a.(5) Responsibility Determination Section F 2.a.(6) Contractor Team Arrangement (if applicable) Section G 2.a.(7) Contractor Information Sheet

II

2. c.

Factor 1 - Technical Approach

1 Un-sanitized 1 Sanitized

55***

Section A 2.c.(6)(a) General Requirements, PWS Section 1 25 Supplement A-1 2.c.(6)(a) Sample Quality Control Plan **See Below

Section B 2.c.(6)(b) Government Furnished Items and Services, PWS Section 3, and;

Contractor-Furnished Supplies/Property Requirement, PWS Section 4

Supplement B-1 2.c.(6)(b) Sample COTS and Customized COTS Supply List

**See Below

Section C 2.c.(6)(c) Specific Task Requirements, PWS Section 5 25

Supplement C-1 2.b.(6)(c) Commercial Off The Shelf (COTS) Self- Awareness Training Program (Uncustomized)

**See Below

Supplement C-2 2.b.(6)(c) Sample Senior Executive Coaching Approach (Customized)

**See Below

II! 2.b. Factor 2–Past Performance 1 Un-sanitized

No Limit

IV 2.d. Factor 3 – Price 1 Un-sanitized No Limit

*10 Page limitation for Volume I, Administrative includes completed/signed SF 1449, statements of offerors, contractor team arrangement (if applicable) and contractor information sheet.

**Page limitations are exclusive of acknowledged/signed amendments, completed provisions, supplemental sample quality control plan, supplemental sample COTS and Customized COTS Supply List, supplemental COTS Self- Awareness Training Program, supplemental sample Senior Executive Coaching Approach, and legible tables, charts, graphs, and figures (see 1.m. below).

***55 page limitation for Volume Ill, Factor 2 - Technical Approach includes: General Requirements, PWS Section 1 (25 pages), Contractor-Furnished Supplies/Property Requirements, PWS Section 4 (five pages), and Specific Task Requirements, PWS Section 5 (25 pages).

l. Page Limitations. Page limitations shall be treated as maximums. Pages in excess of the above limitations will be removed and disregarded during the evaluation. When both sides of a sheet display printed material, it shall be counted as two pages. Each page shall be counted except the following: Covers, tab dividers, title pages, glossaries, and table of contents/file index. Also, page limits are not applicable to legible tables, charts, graphs and figures used wherever practical to depict organizations, implementation schedules, plans, etc.

m. Page Size and Format.

(1) Page size shall be 8.5 x 11 inches, not including foldouts. Pages shall be single-spaced. Except for the reproduced sections of the solicitation document, the text shall be New Times Roman and shall be no less than font size 12. Use at least one inch margins on all four sides of the printed page. Pages shall be numbered sequentially by volume.

(2) Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, implementation schedules, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 by 17 inches in size. Legible is no less than 10pt font for tables, charts, graphics and figures. Legible tables, charts, graphs, and figures that depict organizations, schedules, plans, etc. should be presented on a separate page to ensure they are not included in page count.

(3) “Sanitized” means to exclude information that pertains to the Offeror. This information excludes any information that would identify the company (i.e., name, address, telephone numbers, employees’ names, etc.). Any information provided shall allow the Offeror to be anonymous.

(4) “Un-sanitized” means to include information that pertains to the Offeror.

2. Proposal Content.

a. Volume I. – Administrative. Offerors shall submit one virus-free un-sanitized version of the administrative proposal.

i. Offerors shall include a copy of the completed SF 1449, with an original signature of a corporate officer authorized to negotiate for the company. Include proposed discount terms in Block 12 and the name of the company, address, phone and fax numbers in Block 17a.

ii. Offerors shall include acknowledged and original signed copies of amendments to the solicitation, if applicable.

iii. Offerors shall include the following COMPLETED provisions: FAR 52.209-2; FAR 52.209-7; FAR 52.209-11; FAR 52.212-3; FAR 52.222-25; FAR 52.204-24; and DFARS 252.247-7022.

iv. Statements of Offeror. Offerors shall include a statement that the offeror and all subcontractors shall be in compliance with the Service Contract Labor Standards (SCLS). For certain labor categories, the FAR Clause 52.222-42, Statement of Equivalent Rates for Federal Hires, provides the Government's assessment of the corresponding titles and occupational codes from the SCA Directory of Occupations. The minimum qualification requirements set forth in the PWS allow the Offeror to propose either SCA or non-SCA covered personnel for certain labor categories. The Government is not making a predetermination of whether or not a particular labor category is SCLS; or, if covered, which category from the Directory of Occupations applies. It is the responsibility of the offeror and the subsequent contract awardee to comply with the SCA.

For applicable SCA personnel, as the place of performance of a contract for services subject to the Act is unknown at the time of this solicitation, the solicitation does not initially contain wage determinations. The contracting agency, upon identification of firms participating in the procurement in response to an initial solicitation, shall obtain a wage determination for each location where the work may be performed as indicated by participating firms.

An applicable wage determination must be obtained for each firm participating in the bidding for the location in which it would perform the contract. The appropriate wage determination shall be incorporated in the resultant contract documents and shall be applicable to all work performed hereunder (regardless of whether the successful contractor subsequently changes the place(s) of contract performance).

Offeror shall also include a statement of the offeror’s appointed individual to make contractual decisions, and include the offeror’s CAGE code, Dun & Bradstreet (DUNS) Number, and Tax ID number, along with an email address, telephone and facsimile (FAX) number.

v. Responsibility Determination. To assist in determining Offeror/Contractor responsibility IAW FAR Part 9, the Offeror shall explain how they plan to have or obtain adequate financial resources to support any awarded contract and resultant task orders/delivery orders (TOs/DOs). If the Offeror intends to rely on internally available working/operation capital, evidence of availability must be submitted. If the Offeror plans to rely on financial support from other sources, evidence of availability and the maximum lines of credit that may be available must be identified and must be based upon the inclusion of this contract effort. Evidence of external funding must be provided in the form of a dated letter from the external source. Documentation to support the amounts must also be included.

Offerors who are a small business and fail to provide sufficient information for the Government to make an affirmative responsibility determination may be referred to the Small Business Administration (SBA) for Certificate of Competency. To be eligible for award of a contract, the offeror must receive an affirmative responsibility determination or a Certificate of Competency issued by the SBA.

vi. Contractor Team Arrangements. Offerors may propose under this solicitation through a contractor team arrangement as defined in FAR Subpart 9.601. As such, a contractor team arrangement means an arrangement in which:

(a) Two or more companies form a partnership or joint venture to act as a potential prime contractor; or

(b) A potential prime contractor agrees with one or more other companies to have them act as its subcontractors under a specified Government contract or acquisition program. A major subcontractor is defined as a subcontractor performing more than 25% of the contract effort.

(c) Offerors proposing a contractor team arrangement shall include a statement that fully discloses the contractor team arrangement and company relationships pursuant to FAR Subpart 9.603, Policy.

vii. Contractor Information Sheet. Offerors are required to complete the Contractor Information Sheet (Attachment 2). The information must be completed for the prime and for any subcontractor performing at least 25% of the work.

b. Volume II, Factor 1 - Technical Approach. Offerors shall submit one (1) virus-free sanitized version and one (1) virus-free unsanitized version of the technical proposal.

(1) The offeror shall sanitize one (1) virus-free version by excluding any information that would identify their company (i.e., name, address, telephone numbers, employees' names, etc.). The sanitized Volume II proposal shall contain the Offeror's Commercial and Government Entity (CAGE) code on the top right corner of each page of each copy for identification purposes. If the offeror does not have a CAGE code for any reason at the time proposals are due, a five (5) character, alphanumeric, code created by the offeror shall be used. The codes used shall be identified in the Administrative section of the proposal.

(2) Volume II shall be organized according to the following outline. The intent of this outline is to give the offeror a general format to facilitate a timely evaluation by the government.

Factor 1 - Technical Approach

Section A General Requirements, PWS Section 1 Supplement A-1 Sample Quality Control Plan

Section B Government Furnished Items and Services, PWS Section 3, and;

Contractor-Furnished Supplies/Property Requirement, PWS Section 4

Supplement B-1 Sample COTS and Customized COTS Supply List

Section C Specific Task Requirements, PWS Section 5

Supplement C-1 Commercial Off The Shelf (COTS) Self-Awareness Training Program (Uncustomized)

Supplement C-2 Sample Senior Executive Coaching Approach (Customized)

(3) All technical proposal information shall be confined to the appropriate volume and section. For example, only information included in the section labeled "Section A - General Requirements, PWS Section 1" will be evaluated for General Requirements, PWS Section 1. If General Requirements, PWS Section 1 information is included elsewhere in the proposal (e.g., different volume or section), it will not be evaluated as part of the Section A - General Requirements, PWS Section 1. The government will not adapt their evaluation to comply with an offeror's proposal submission or otherwise go in search of information that an offeror omitted or failed adequately to present. The offeror shall clearly mark any proprietary information as such.

(4) The technical proposal (Volume II) shall not make reference to price data. The technical proposal will be evaluated strictly on technical approach.

(5) As the technical proposal will primarily describe how your company clearly meets the minimum solicitation requirements, it shall be specific and complete in every detail. A positive statement to the effect that you will accomplish all requirements per the solicitation is not acceptable. The technical proposal shall not merely offer to perform work in accordance with the solicitation but shall outline the actual methods proposed as specifically as possible. It is the offeror's responsibility to ensure the completeness of the technical proposal; hence, the government technical review team will evaluate on the basis of the information provided in the technical proposal. The government will not assume that an offeror understands, complies, or clearly meets the minimum solicitation requirements unless described and specified in the technical proposal. All requirements specified in the solicitation are mandatory.

(6) Factor 1 - Technical Approach. The technical approach shall clearly demonstrate how the offeror intends to meet the minimum solicitation requirements. The offeror shall provide a technical approach of how it intends to meet the general requirements (PWS Section 1); the government-furnished and contractor-furnished supplies/property requirements (PWS Sections 3 and 4); and, the specific task requirements (PWS Section 5) for the performance of self-awareness training, executive coaching, and related supplies. In addition to the technical approach, the offeror shall submit supplements as supporting documents to the technical approach.

(a) Section A - General Requirements (PWS Section 1). The offeror shall provide specific narrative details and/or descriptions of its technical approach with actual methods, processes, and procedures that demonstrate the offeror's compliance and understanding of general requirements (PWS Section 1). The technical approach shall clearly demonstrate how the offeror intends to meet each of the general requirements in PWS Section 1. In addition, the offeror shall submit the Supplement A-1, Sample Quality Control Plan. The offeror shall provide a realistic, sample Quality Control Plan (QCP) that includes specific quality control procedures or methods that demonstrates the offeror's compliance and understanding of the quality control requirements (PWS 1.4), PWS Exhibit A - Performance Requirements Summary (PRS), and PWS Attachment 1 - Quality Assurance Surveillance Plan (QASP), the sample QCP shall be sufficiently comprehensive as to demonstrate intensive knowledge of quality control procedures.

(b) Section B –Government Furnished Items and Services and Contractor-Furnished Supplies/Property Requirements (PWS Sections 3 and 4). The offeror shall provide specific narrative details and/or descriptions of its technical approach with actual methods, processes, and procedures that demonstrate the offeror's compliance and understanding of government furnished items and services and contractor-furnished supplies/property requirements (PWS Sections 3 and 4). The technical approach shall clearly demonstrate how the offeror intends to meet each of the government furnished items and services and contractor-furnished supplies/property requirements in PWS Sections 3 and 4. In addition, the offeror shall submit Supplement B-1, Sample COTS and Customized COTS Supply List, to support the offeror's technical approach for government furnished items and services and contractor-furnished supplies/property requirements (PWS Sections 3 and 4). The offeror shall provide a realistic, sample supply list that demonstrates the offeror's compliance and understanding of the solicitation. As a minimum, the offeror shall include a list of proposed supplies and materials sufficient in detail (e.g., quantities, product/brand names, etc.) to demonstrate compliance and understanding of the solicitation requirements in PWS Sections 3 and 4.

(c) Section C - Specific Task Requirements (PWS Section 5). The offeror shall provide specific narrative details and/or descriptions of its technical approach with actual methods, processes, and procedures that demonstrate the offeror's compliance and understanding of specific task requirements (PWS Section 5). The technical approach shall clearly demonstrate how the offeror intends to meet each of the specific task requirements in PWS Section 5.

The offeror shall submit the following supplements to support the offeror's technical approach for specific task requirements (PWS Section 5):

(i) Supplement C-1, Commercial Off The Shelf (COTS) Self-Awareness Training Program (Uncustomized). The offeror shall provide a COTS Self-Awareness Training Program that demonstrates the offeror's compliance and understanding of the specific tasks requirements (PWS Section 5). The COTS

Self-Awareness Training Program shall be sufficiently comprehensive as to demonstrate intensive knowledge of an applied self-awareness model focusing on beyond-behavior changes that influence interpersonal relationships, collaboration, and productivity.

(ii) Supplement C-2, Sample Senior Executive Coaching Approach (customized). The offeror shall provide a realistic sample Senior Executive Coaching approach customized to demonstrate an intensive knowledge of an applied self-awareness model focusing on beyond-behavior changes that influence interpersonal relationships, collaboration, and productivity as it relates to senior executive coaching.

c. Volume III, Factor 2 – Past Performance. Offerors shall submit one (1) virus- unsanitized version.

(1) The offeror shall submit past performance information for up to three (3) contracts the offeror considers recent (within the last three years) and relevant in demonstrating satisfactory past performance. The word "contract" is defined as a single contract or a single TO/DO on an Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The word "contract", as defined herein, does not mean basic IDIQ contract, for the purpose of past performance submissions under this solicitation. If an offeror submits more than three (3) contracts, the Government will evaluate only the first three (3) listed contracts. The three contracts may include efforts performed by the prime and any major subcontractor(s) projected to perform on any resultant contract. Only those subcontractors that meet the definition of a major subcontractor, as defined as performing more than 25% of any resultant contract arising from this solicitation, will be used in the offeror's past and/or current performance assessment. This volume shall be organized into the following sections:

(a) Section 1 - Contract Descriptions. This section shall include the following information in the following format.

(i) Contractor/Subcontractor place of performance, CAGE Code and DUNS Number. If the work was performed as a subcontractor, also provide the name of the prime contractor and Point of Contact (POC) within the prime contractor organization (name, and current address, e-mail address, and telephone and fax numbers).

(ii) Government contracting activity, and current address, Contracting Officer's name, e-mail address, telephone and fax numbers.

(iii) Government's technical representative/CCR and current email address, telephone and fax numbers.

(iv) Contract Number and, in the case of Indefinite Delivery type contracts, GSA contracts, and Blanket Purchase Agreements, include TO/DO Numbers.

(v) Contract Type (specific type such as Fixed-Price (FP), Cost Reimbursement (CR), Time & Material (T&M), etc.). In the case of Indefinite Delivery contracts, indicate specific type (Requirements, Definite Quantity, and Indefinite Quantity) and secondary contract type (FP, CR, T&M, etc.).

(vi) Awarded price/cost.

(vii) Final or projected final price/cost.

(viii) Original delivery schedule, including dates of start and completion or work.

(b) Section 2 – Present and Past Performance. Offerors shall provide a specific narrative explanation of each contract listed in Section 1, Contract Descriptions, describing the objectives achieved and detailing how the effort is relevant to the requirement of this RFP. For any contracts that did not/do not meet original schedule or technical performance requirements, provide a brief explanation of the reason(s) for the shortcomings and any corrective action(s) taken to avoid recurrence. The offerors shall indicate if any of the contracts listed were terminated and the type and reasons for the termination. Past and/or current performance information may include data on efforts performed by other divisions, corporate management, and critical subcontractors or teaming arrangements, if such performance is recent and relevant to the requirements of the solicitation. If a contractor teaming arrangement is contemplated, provide complete information as to the arrangement, including any relevant and recent past performance information on teaming arrangements with the same partner.

(c) Present and past performance shall meet the recency and relevancy definitions stated in the Addendum to FAR Provision 52.212-2, paragraphs A.5.e. and A.5.f. of the solicitation.

(d) Absent any recent and relevant past performance history or when the performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned, the offeror will be assigned a "neutral confidence rating" and its proposal will not be evaluated either favorably or unfavorably on past performance.

d. Volume IV, Factor 3 - Price. Offerors shall submit one (1) virus-free, unsanitized CD-R.

(1) Pricing information shall be addressed ONLY in Volume IV. A proposal will not be evaluated if it contains pricing information outside of Volume IV.

(2) The offeror shall submit their unit prices up to two (2) decimal places (example: $158.03). All dollar amounts provided in response to these instructions shall be stated in United States (U.S.) currency.

(3) An offeror's total proposed price includes the sum of all prices (based on maximum quantities) for all CLINs for the three-year ordering period. This is an estimate for pricing purposes only and is NOT a guarantee of the quantities.

(4) Offerors are to enter their pricing information in the green areas of the Sample Price Spreadsheet (attachment 4). The sample price spreadsheet will calculate the total. The offeror shall verify the accuracy of its prices.

(a) CLIN 0001, Train-the-Trainer Certification and Support. Offerors shall enter their unit pricing.

This is a Firm Fixed Price (FFP) CLIN and is inclusive of materials needed for certification and support.

(b) CLIN 0002, Commercial Off the Shelf Customization. Offerors shall enter their unit pricing.

This is a Firm Fixed Price (FFP) CLIN.

(c) CLIN 0003, Senior Executive Training and Coaching. Offerors shall enter their unit pricing.

This is a Firm Fixed Price (FFP) CLIN and is inclusive of materials needed for training and coaching.

(d) CLIN 0004, Supplies. Offerors shall enter their unit pricing. This is a Firm Fixed Price (FFP)

CLIN.

(e) CLIN 0005, Travel. The Government has established a travel amount per fiscal year. Offerors shall not change the dollar amounts. This is a Cost Reimbursable CLIN and the contract holder will be reimbursed in accordance with the Joint Travel Regulations.

(f) CLIN 0006, Shipping. The Government has established a shipping amount per fiscal year.

Offerors shall not change the dollar amounts. This is a Cost Reimbursable CLIN and the contract holder will be reimbursed for shipping.

(g) CLIN 0007, Post Award Conference. The Post Award Conference is set by the Government and meets the minimum guaranteed. This is inclusive of all costs (travel, man-hours, etc.) for the Post Award Conference. Offerors shall not change the dollar amount.

(h) CLIN 0008, Contractor Manpower Reporting (CMR). Offerors shall not provide separate pricing for annual CMR requirements. CMR appears as Not Separately Priced "NSP" in Schedule B.

(5) The Contracting Officer has determined there is a high probability of adequate competition on this acquisition. Upon examination of the initial proposals, the Contracting Officer will review this determination and if in the Contracting Officer's opinion, adequate competition exists no additional price information will be requested.

However, if at any time during this competition the Contracting Officer determines that adequate competition no longer exists; offerors may be required to submit information to the extent necessary for the contracting officer to determine the reasonableness of price.

3. Discussions.

a. General Information. In accordance with FAR Subpart 15.306(d), discussion sessions with each offeror may be held.

b. Discussion Scheduling. If discussions are conducted, the Contracting Officer will schedule the discussion sessions, and each offeror will be notified of the time and place at least three (3) business days prior to their discussion session. The Contracting Officer will provide additional instructions with the notification. The discussion sessions will take place at a facility of the Government’s choosing in the Fort Sam Houston, TX area.

c. Discussion will be highly recommended for this source selection. The primary objective of discussions will be to maximize the Government’s ability to obtain beset value, based on the requirement and the evaluation factors set forth in the solicitation.

d. If discussions are conducted, the Contracting Officer will establish a competitive range based on the ratings of each proposal against all evaluation criteria (see FAR 15.306(c)). The establishment of the competitive range will be formally documented by the Government in a competitive range determination. The Contracting Officer will only enter discussions, to include discussions to determine technical acceptability, with those offerors determined to be in the competitive range. If discussions are necessary to establish technical acceptability, the Contracting Officer may conduct discussions with offerors whose proposal(s) are determined to be reasonably capable of being corrected without a major rewrite of the proposal.

e. If discussions are deemed necessary, the Contracting Officer may determine that the number of most highly rated proposals that might otherwise be included in the competitive range exceeds the number at which an efficient competition can be conducted. In this event, the Contracting Officer 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.

f. Discussions will be tailored to each offeror’s proposal and will be conducted by the Contracting Officer with every offeror within the competitive range. The scope and extent of discussions will be a matter of Contracting Officer’s judgment. As a minimum, during discussions, the Contracting Officer will indicate to, or discuss with, each offeror in the competitive range the following: (a) significant weaknesses, and (b) any deficiencies that were identified during the evaluation. This will be accomplished through the release of Evaluation Notices (ENs). ENs will be prepared by the source selection evaluation board and reviewed by the Contracting Officer and Legal Counsel. All ENs will clearly indicate the type of exchange being conducted (e.g. clarification, communication, etc).

Any EN addressing a proposal deficiency or significant weakness will clearly indicate that a deficiency/significant weakness exists. The Contracting Officer will be encouraged to discuss other aspects of the offeror’s proposal that could in the opinion of the Contracting Officer be altered or explained to enhance materially the proposal’s potential for award. However, the Contracting Officer will not be required to discuss every area where the proposal could be improved as outlined at FAR 15.306(d) and (e). All discussions will be documented in writing.

ADDENDUM TO 52.212-2

A. BASIS FOR AWARD (Addendum to FAR 52.212-2).

1. Basis of Award. The award will be made based on the best overall (i.e., best value) proposal that is determined to be the most beneficial to the Government, with appropriate consideration given to the three (3) evaluation factors: Technical Approach, Present and Past Performance and Price. To receive consideration for award, a rating of no less than “Acceptable” must be achieved for the Technical Approach factor, and a rating of no less than “Satisfactory Confidence” or “Neutral Confidence” must be achieved for the Past Performance factor. The price factor will be evaluated to establish reasonableness of the otherwise successful offeror’s price, but will not receive an evaluation rating. Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

The following evaluation factors will be set forth in the solicitation:

Factor 1: Technical Approach.

Factor 2: Present and Past Performance.

Factor 3: Price.

2. Tradeoff Source Selection. A tradeoff source selection approach will be used in evaluation of proposals.

In a tradeoff source selection, the relative importance of cost or price may vary in relation to other evaluation factors as communicated by the Government to potential offerors in the solicitation per FAR Subpart 15.304(d) and (e). For this solicitation, the Technical Approach factor is more important than the Present and Past Performance factor, which is more important than the Price factor. The Technical Approach factor and the Present and Past Performance factor, when combined, are significantly more important than the Price factor. Offerors are cautioned that the awards may not necessarily be made to the lowest-priced offers.

3. Evaluation Approach. Each proposal received will be evaluated with the criteria outlined in the solicitation for the purpose of assessing the proposal and the offeror’s ability to perform the prospective contract successfully. Technical factors will be assigned an adjectival rating using the combined technical/risk ratings from the DoD Source Selection Procedures dated 31 March 2016. The Present and Past Performance factor, on the basis of “recent” past performance information, will be assigned a relevancy rating and a performance confidence assessment. The Price factor will be evaluated to establish reasonableness of the otherwise successful offeror’s price and will not receive an evaluation rating.

All proposals shall be subject to evaluation by the Source Selection Team. The overarching evaluation approach for all factors is as follows:

a. Adequacy of Response. The proposal will be evaluated to determine whether the offeror’s methods and approach have adequately and completely considered, defined, and satisfied the requirements specified in the Request for Proposal (RFP). The proposal will be evaluated to determine the extent to which each requirement has been addressed in the proposal in accordance with the proposal submission section of the RFP.

b. Feasibility of Approach. The proposal will be evaluated to determine the extent to which the proposed approach is workable and the end results achievable. The proposal will be evaluated to determine the extent to which successful performance is contingent upon proven devices and techniques. The proposal will be evaluated to determine the extent to which the offeror is expected to be able to successfully complete the proposed tasks and technical requirements within the required schedule.

4. Factor 1 Technical Approach. The Technical Approach factor evaluates the offeror’s technical approach in terms of adequacy of response and feasibility of approach to meeting the PWS requirements. This factor is met when the offeror submits, as part of its technical proposal, specific narrative details and/or description of its technical approach (to include supplements) with actual methods, processes, and procedures that demonstrate the offeror’s compliance and understanding of the minimum solicitation requirements. Any proposed approach, method, or process determined unacceptable may render the entire technical proposal as unacceptable.

a. The Government will evaluate technical approach using a combined technical/risk rating methodology.

The combined technical/risk rating reflects the degree to which the proposed technical approach meets or does not meet the minimum performance requirements. A combined technical/risk rating of no less than “Green/Acceptable” must be received for Factor 1. Only those offerors whose technical proposal has been determined to be no less than “Green/Acceptable” will receive further consideration for award. Technical proposals rated less than “Green/Acceptable” will not be considered for award. However, the Contracting Officer (KO) may conduct discussions with offerors whose proposal(s) are determined to be reasonably capable of being corrected without a major rewrite of the proposal. Only those proposals determined “Green/Acceptable”, either initially or as a result of exchanges, will be considered for award. The Government may incorporate into the contract an offeror’s proposed performance above mandatory minimums.

b. Combined Technical/Risk Ratings. The combined technical/risk rating includes consideration of risk in conjunction with the strengths, weaknesses, significant weaknesses, uncertainties, and deficiencies in determining technical ratings. The combined technical/risk evaluation shall utilize the combined technical/risk ratings listed in Table 1 and the risk descriptions identified in Table 2. The following color/adjectival ratings will be used in evaluating the offeror’s technical proposal:

Table 1. Combined Technical Risk/Ratings

Color Rating Description

Blue Outstanding Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses. Risk of unsuccessful performance is very low.

Purple Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths which outweigh any weaknesses. Risk of unsuccessful performance is low.

Green Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Yellow Marginal Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is high.

Red Unacceptable Proposal does not meet requirements and contains one or more deficiencies.

Proposal is unawardable.

Table 2. Technical Risk Descriptions

Adjectival Rating Description

Low

Blue

Proposal may contain weakness(es) which have little potential to cause disruption of schedule, increased cost or degradation of performance. Normal contractor effort and normal Government monitoring will likely be able to overcome any difficulties.

Moderate

Proposal contains a significant weakness or combination of weaknesses which may potentially cause disruption of schedule, increased cost or degradation of performance. Special contractor emphasis and close Government monitoring will likely be able to overcome difficulties.

High

Proposal contains a significant weakness or combination of weaknesses which is likely to cause significant disruption of schedule, increased cost or degradation of performance. Is unlikely to overcome any difficulties, even with special contractor emphasis and close Government monitoring.

5. Factor 2 Present and Past Performance. The Government will evaluate the offeror’s record of present and past and present performance to ascertain the probability of successfully performing the required efforts of the PWS.

a. The Government will focus its inquiries on the offeror’s (and major subcontractors’) record of performance as it relates to all solicitation requirements, including cost, schedule, performance and management of subcontractors. Major subcontractors are defined as members of an offeror’s overall team who are expected to perform 25 percent or more of the proposed effort. A significant achievement, problem, or lack of relevant data in any element of the work can become an important consideration in the evaluation process. Therefore, offerors will be reminded to include the most recent and relevant efforts (within the past three years) in their proposal. Absent any recent and relevant past performance history or when the performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned, the offeror will be assigned a “neutral confidence rating” and its proposal will not be evaluated either favorably or unfavorably on past performance. In other words, a “neutral confidence” rating, by itself, represents neutrality, and has no relative meaning. However, in a comparative analysis, a “Substantial Confidence” or “Satisfactory Confidence” past performance rating is worth more than a “Neutral Confidence” past performance rating. The Government may use data provided by the offeror in its proposal and data obtained from other sources, including data in Government files or data obtained through interviews with personnel familiar with the contractor and their current and past performance under Federal, State or Local government or commercial contracts for same or similar services as compared to the North American Industry Classification System (NAICS) 611430. Data used in conducting performance risk assessments shall not extend past two years prior to the issue date of the RFP, but may include performance data generated during the past two years without regard to the contract award date.

b. Offerors shall submit present and past performance information for up to three Government and/or commercial contracts for the prime offeror and each major subcontractor in performance or awarded during the past three years, from the issue date of this RFP, which are relevant to the efforts…