B.08.02_W9123719T0064.pdf

SEE ADDENDUM

(No Collect Calls)

W9123719T0064 19-Aug-2019

b. TELEPHONE NUMBER

304-399-5337

8. OFFER DUE DATE/LOCAL TIME

11:00 AM 10 Sep 2019

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

W912379. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

CYNTHIA A OXLEY

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

USACE, CONTRACTING DIVISION

CYNTHIA OXLEY, 502 8TH STREET

HUNTINGTON WV 25701

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

304-399-5281FAX:

TEL: 304-399-5337 SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$11,000,000

NAICS:

611430

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

X

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF77

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

Section SF 1449 - CONTINUATION SHEET

INSTRUCTIONS TO OFFERORS

This Request for Quote (RFQ) is for an Indefinite Delivery, Indefinite Quantity (IDIQ) Contract to provide all management, labor, supplies, materials and equipment necessary to perform Leadership Development Program-Level II For The Stategic Integration Office, US Army Corps Of Engineers, Huntington, WV. All work shall be performed in strict compliance with the attached Performance Work Statement (PWS) and all other terms, clauses and conditions incorporated herein. The base period for this contract will be from date of award through 30 September 2020.

Note: This solicitation contains an option clause to extend the awarded contract for up to four (4) additional one-year option periods. The one-year option periods are as follows:

Option Period One: October 1, 2020 through September 30, 2021 Option Period Two: October 1, 2021 through September 30, 2022 Option Period Three: October 1, 2022 through September 30, 2023 Option Period Four: October 1, 2023 through September 30, 2024

Simplified acquisition procedures for commercial services are being used in this procurement in accordance with FAR 13.500(c)(2).

One award will be made from this RFQ. The Government intends to evaluate quotes and award a contract without discussions with offerors (See 52.212-1(g)).

This procurement is 100% set-aside for a Woman-Owned Small Business, under NAICS code 611430 ($11.0 million average annual receipts for the previous three years).

In order to be eligible for award, the offeror must cerify that they are a woman-owned small business by registering at: https://certify.sba.gov.

The Method of Payment under this contract will be Electronic Funds Transfer (EFT) to a commercial bank account specified by the Contractor.

There is no bonding requirement for this procurement action.

Quotes will not be accepted for quantities less than the quantities specified in the price breakout schedule.

Failure to submit a unit price for all items listed (base period and option periods) will be considered as a material deviation from the requirements of the Request for Quote (RFQ) and the quote will be rejected.

IMPORTANT NOTICE: Effective September 26, 2018 and in accordance with FAR 4.1102, offerors are required to have an active registration at http://www.SAM.gov at the time an offer or quotation is submitted, to include completion of electronic representations and certifications. Vendors are highly encouraged to check their registration status and plan accordingly prior to submitting an offer.

Please note, as of April 2018, GSA’s System for Award Management (SAM) system is requiring new registrations and renewals of existing registrations to submit an original, signed notarized letter identifying the authorized Entity Administrator. The notarized letter is not to be submitted to the Huntington Contracting Office as it is not our requirement. Contact the supporting Federal Service Desk at http://www.fsd.gov, or by telephone at 866-606-8220 (toll free) or 334-206-7828 (internationally) Monday through Friday from 8 a.m. to 8 p.m. (EDT), for FREE assistance.

Effective June 29, 2018 vendors creating or updating their registration can have their registration activated prior to the approval of the required notarized letter. However, the signed copy of the notarized letter must be sent to the GSA Federal Service Desk (FSD) within 30 days of activation or the vendor risks no longer being active in SAM.

Vendors can check whether an account is active by performing a query by their CAGE or Unique Entity Identifier (known as DUNS). Vendors are highly encouraged to begin registering as soon as possible in order to be considered for contract awards. Remember, there is no cost to use SAM. To find out additional information about the changes of the SAM registration process, contractors should visit the Frequently Asked Questions (FAQ) link located at the top of the SAM homepage (www.sam.gov).

Submit Offers to: cynthia.a.oxley@usace.army.mil

OR

U.S. Army Corps of Engineers ATTN: Cynthia Oxley 502 8th Street, Room 419 Huntington, WV 25701

OR

Fax: 304-399-5281

Quotes are due on the date and time identified on page 1 (box 8) of this solicitation. Electronic and fax submittals may be accepted.

For contractual/technical questions, please contract Cynthia Oxley at 304-399-5337 or by email at cynthia.a.oxley@usace.army.mil

To be eligible, a firm must be registered in the System Award Management (SAM) when submitting an offer and shall continue to be registered until time of award, during performance and through final payment. Register via the SAM website at https://www.sam.gov/portal/public/SAM.

Veterans Employment Emphasis for U.S. Army Corps of Engineers Contracts In addition to complying with the requirements outlined in FAR Part 22.13, FAR Provision 52.222-38, FAR Clause 52.222-35, FAR Clause 52.222-37, DFARS 222.13 and Department of Labor regulations, U.S. Army Corps of Engineers (USACE) contractors and subcontractors at all tiers are encouraged to promote the training and employment of U.S. veterans while performing under a USACE contract. While no set-aside, evaluation preference, or incentive applies to the solicitation or performance under the resultant contract, USACE contractors are encouraged to seek out highly qualified veterans to perform services under this contract. The following resources are available to assist USACE contractors in their outreach efforts:

- U.S. Department of Labor Veterans’ Employment and Training Service (VETS):

https://www.dol.gov/vets/

- Federal Veteran Employment Information: https://www.fedshirevets.gov/

- Veterans Opportunity to Work (VOW) Program: https://www.benefits.va.gov/vow/

- U.S. Army Warrior Transition Command Employment Index:

https://wct.army.mil/modules/employers/index.html

- Hiring Our Heroes: https://www.uschamberfoundation.org/hiring-our-heroes

(End of special contract requirement)

EVALUATION CRITERIA

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Factors A through C are in descending order of importance.

Notwithstanding any other provisions of these specifications concerning the method of award, the best value trade-off process will be used in this acquisition with award made, as a whole, to the offeror whose quote conforms to the solicitation and has been evaluated as most advantageous to the Government with appropriate consideration given to the evaluation factors: Professional (Personnel) Qualifications/Specialized Experience, Management (Facilitation) Plan, and Past Performance on Similar Contracts. Offerors will be cautioned that the award may not necessarily be made to the lowest price offered.

All non-priced factors, when combined, are more important than price. Thus, price is not expected to be the controlling factor in the selection of the Contractor for this solicitation. However, as the evaluated merit of competing technical offers becomes more equal, total price and other price factors will become more important in the selection. Total price and other price factors could become the deciding factor for selection, depending upon whether the most acceptable technical offer is determined to be worth the cost differential, if any.

The evaluation approach for all technical factors is as follows: The offer will be evaluated to determine the extent to which each requirement has been addressed in accordance with the terms and conditions listed in this solicitation.

FACTOR A - Professional (Personnel) Qualifications/Specialized Experience:

The offeror should provide narratives/resumes for its Contract Program Administrator, key management and professional personnel including proposed subcontractors. Resumes should describe each individual's education and training, professional registration/certifications, and experience.

Quote should clearly demonstrate the ability of the offeror to provide extensive knowledge of adult learning theory and effective teaching strategies. The Leadership Development Program is designed to provide college level leadership training. Therefore, the Contract Program Administrator must be knowledgeable in the theories of adult learning and should employ a variety of teaching methods to facilitate effective learning for numerous learning styles.

NOTE: Identified personnel must be used to provide Leadership Development Program Services under this contract. Any substitution of the identified personnel by the contractor receiving contract award will not be permitted without prior approval by the Contracting Officer.

FACTOR B - Management (Facilitation) Plan:

The quote should clearly demonstrate the ability of the offeror's administrative and supervisory personnel to manage and facilitate a year long, multi-faceted leadership and management program. Plan shall provide a detailed curriculum of college-level class sessions that provides a dynamic program design that effectively promotes the following overall objectives:

Heightened awareness of one's strengths and weaknesses as they pertain to leadership, supervisory skills and management.

Development and refinement of skills necessary to be an effective leader, including interpersonal communication, conflict management, time management, situational leadership, stress management, team building, coaching, management of change and other related topics.

Enhanced knowledge of how to be an effective team player and an effective team leader.

Greater insight into the visions, values, missions and culture of the Huntington District and the Corps of Engineers.

The Contractor shall develop and submit for review an educational curriculum and work plan detailing training format, objectives, goals, sessions, proposed retreat, and field trip and all other pertinent specifics necessary to provide a successful Certificate of Leadership program for the Huntington District, US Army Corps of Engineers. Classes shall be taught in a government facility in the local Huntington, WV area. The contractor will propose the site location and submit as part of the curriculum and schedule deliverable, at no additional cost to the government.

Submit an organization chart outlining the offeror's organization with respect to the executive and supervisory personnel proposed to be responsible for overall management of the contract. Resumes should be submitted by the offeror for all personnel proposed to be involved in the administration of the contract. Resumes should indicate the position for which the individual is proposed and clearly demonstrates the extent to which required skill levels are met and the degree of significant experience attained. All employee registrations or certifications should be included on resumes. Provide the following additional information:

Identify Contract Program Administrator who will be responsible for facilitating/teaching classroom sessions. One primary Program Administrator shall be named to ensure continuity in course curriculum.

A statement as to organizational placement of personnel and whether such individuals are currently on the offeror's payroll or have been personally committed for employment in performance of the work proposed in this contract.

Indicate the names of the subcontractors to be used, how they will be utilized and evidence of their qualifications to perform the work indicated.

FACTOR C - Past Performance on Similar Contracts:

Provide any information for the Government to ascertain the probability of successful performance the required efforts of this contract. At a minimum, the following information should be addressed:

Information on performance on recent and/or relevant performance within the past five years including names and phone numbers of references and type of work performed. Also, provide this information on any proposed subcontractors. 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 an “unknown confidence rating” and their quote will not be evaluated either favorably or unfavorably on past performance. The Government will evaluate past performance based on information from the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS) and from data obtained from the offeror. In addition, the Government may use data in Government files or and their current and past performance under Federal, State or Local government or commercial contracts for same or similar services. Past Performance will be evaluated for relevancy of similar service/support (i.e. leadership development training), dollar value (i.e. amount of contract), contract type (i.e. firm fixed price contract) and degree of subcontracting/teaming (very relevant, relevant, somewhat relevant, not relevant) and confidence (substantial, satisfactory, limited or no confidence). An unknown confidence rating will be given if the offeror’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

FACTOR D – Cost/Price:

Cost/Price will be evaluated for the purpose of determining the reasonableness and completeness of prices offered.

Total price and price factors may become the deciding factor for selection, depending upon whether the most acceptable quote is determined to be worth the cost differential, if any.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer. The notice shall be signed by both the government and the contractor and shall result in a binding contract. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

PRICE BREAKOUT SCHEDULE

BASE PERIOD

(Date of Award – September 30, 2020)

The contractor shall furnish all contractor travel expenses, contractor transportation, instruments, tools, materials, supplies, and related equipment necessary to perform the work outlined in this Performance Work Statement.

ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE AMOUNT

TASK 1: Four (4) hour planning/orientation meeting

1 JB $ ____________ $ ___________

TASK 2: Develop educational curriculum and work plan

1 JB $ ____________ $ ___________

TASK 3: Develop and participate in a two (2) day team building retreat.

1 JB $ ____________ $ ___________

TASK 4: Provide sixty

(60) hours of classroom instruction and site visits.

60 HR $ ____________ $ ___________

TASK 5: Provide Assessment Tools/Methods

1 JB $ ____________ $ ___________

TASK 6: Provide formal and informal Coaching and Counseling.

1 JB $ ____________ $ ___________

TASK 7: Conduct a graduation ceremony.

1 JB $ ____________ $ ___________

TASK 8: Participate in requested meetings with the Corporate Board.

1 JB $ ____________ $____________

TOTAL BASE PERIOD

OPTION PERIOD I

(October 1, 2020 – September 30, 2021)

Performance Work Statement.

ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE AMOUNT

TASK 1: Four (4) hour planning/orientation meeting

1 JB $ ____________ $ ___________

TASK 2: Develop educational curriculum and work plan

1 JB $ ____________ $ ___________

TASK 3: Develop and participate in a two (2) day team building retreat.

1 JB $ ____________ $ ___________

TASK 4: Provide sixty

(60) hours of classroom instruction and site visits.

60 HR $ ____________ $ ___________

TASK 5: Provide Assessment Tools/Methods

1 JB $ ____________ $ ___________

TASK 6: Provide formal and informal Coaching and Counseling.

1 JB $ ____________ $ ___________

TASK 7: Conduct a graduation ceremony.

1 JB $ ____________ $ ___________

TASK 8: Participate in requested meetings with the

TOTAL OPTION

PERIOD I

TOTAL BASE PERIOD, OPTION PERIOD I $_______________

OPTION PERIOD II

(October 1, 2021 – September 30, 2022)

Performance Work Statement.

ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE AMOUNT

TASK 1: Four (4) hour planning/orientation meeting

1 JB $ ____________ $ ___________

TASK 2: Develop educational curriculum and work plan

1 JB $ ____________ $ ___________

TASK 3: Develop and participate in a two (2) day team building retreat.

1 JB $ ____________ $ ___________

TASK 4: Provide sixty

(60) hours of classroom instruction and site visits.

60 HR $ ____________ $ ___________

TASK 5: Provide Assessment Tools/Methods

1 JB $ ____________ $ ___________

TASK 6: Provide formal and informal Coaching and Counseling.

1 JB $ ____________ $ ___________

TASK 7: Conduct a graduation ceremony.

1 JB $ ____________ $ ___________

TASK 8: Participate in requested meetings with the

PERIOD II

TOTAL BASE PERIOD, OPTION PERIOD I, OPTION PERIOD II $_______________

OPTION PERIOD III

(October 1, 2022 – September 30, 2023)

Performance Work Statement.

ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE AMOUNT

TASK 1: Four (4) hour planning/orientation meeting

1 JB $ ____________ $ ___________

TASK 2: Develop educational curriculum and work plan

1 JB $ ____________ $ ___________

TASK 3: Develop and participate in a two (2) day team building retreat.

1 JB $ ____________ $ ___________

TASK 4: Provide sixty

(60) hours of classroom instruction and site visits.

60 HR $ ____________ $ ___________

TASK 5: Provide Assessment Tools/Methods

1 JB $ ____________ $ ___________

TASK 6: Provide formal and informal Coaching and Counseling.

1 JB $ ____________ $ ___________

TASK 7: Conduct a graduation ceremony.

1 JB $ ____________ $ ___________

TASK 8: Participate in requested meetings with the

PERIOD III

TOTAL BASE PERIOD, OPTION PERIOD I, OPTION PERIOD II,

OPTION PERIOD III $_______________

OPTION PERIOD IV

(October 1, 2023 – September 30, 2024)

Performance Work Statement.

ITEM DESCRIPTION QUANTITY UNIT UNIT PRICE AMOUNT

TASK 1: Four (4) hour planning/orientation meeting

1 JB $ ____________ $ ___________

TASK 2: Develop educational curriculum and work plan

1 JB $ ____________ $ ___________

TASK 3: Develop and participate in a two (2) day team building retreat.

1 JB $ ____________ $ ___________

TASK 4: Provide sixty

(60) hours of classroom instruction and site visits.

60 HR $ ____________ $ ___________

TASK 5: Provide Assessment Tools/Methods

1 JB $ ____________ $ ___________

TASK 6: Provide formal and informal Coaching and Counseling.

1 JB $ ____________ $ ___________

TASK 7: Conduct a graduation ceremony.

1 JB $ ____________ $ ___________

TASK 8: Participate in requested meetings with the

PERIOD IV

TOTAL BASE PERIOD, OPTION PERIOD I, OPTION PERIOD II,

OPTION PERIOD III, AND OPTION PERIOD IV $_______________

PERFORMANCE WORK STATEMENT

LEADERSHIP DEVELOPMENT PROGRAM (LDP)

(LEVEL II, DISTRICT PROGRAM)

C.1-1. GENERAL.

The Huntington District, U.S. Army Corps of Engineers (USACE) is dedicated to providing opportunity to individuals interested in management and leadership training to build a solid foundation of leadership competencies that can be used in the workplace and help each student build personal leadership skills.

The Huntington District Leadership Development Program (LDP) is a multi-faceted leadership and management development program. This program will be provided to individuals who have demonstrated leadership potential with the overall program objective being the development of these employees to become effective team leaders and managers. Disciplines represented among those chosen for the LDP include a wide variety of scientific and engineering, administrative, maintenance, trade and craft positions. The overall objective of LDP is to provide knowledge regarding leadership and management skills and abilities encompassing both the theoretical and practical, while promoting the growth and development of these employees to become effective leaders. The anticipated goals of the program include developing awareness and understanding of the visions and values of current Corps of Engineer leaders and managers; assist participants in identifying, clarifying and establishing their own goals and values; provide a forum for future leaders and managers to exchange ideas; foster group dynamics to improve communication skills; and provide instruction to enhance a focused approach to effective management methods and standards of competence. The academic training, as well as the overall administration and coordination of this program, shall primarily be the responsibility of the contractor.

C.1-2. PROGRAM DESCRIPTION.

The contractor shall provide non-personal services to develop, implement, and administer the program. The program requires the contractor to provide an initial kickoff event, classroom training, individual counseling sessions for personal growth, participation in scheduled meetings or presentations, and a graduation ceremony. The contractor will provide a dynamic program design that effectively promotes the overall objectives:

1) Heightened awareness of one’s strengths and weaknesses as they pertain to leadership, supervisory skills and management.

2) Development and refinement of skills necessary to be an effective leader, including interpersonal communication, conflict management, time management, situational leadership, stress management, team building, coaching, management of change and other related topics.

3) Enhanced knowledge of how to be an effective team player and an effective team leader.

4) Greater insight into the visions, values, missions and culture of the Huntington District and the Corps of Engineers.

C.1-3. PROGRAM DESIGN ELEMENTS.

The contractor shall undertake the following tasks in addition to other approaches deemed necessary for increasing the potential of successfully developing the participant’s knowledge, skills and abilities relative to leadership.

a. TASK 1: Attend and participate in a four hour planning/orientation meeting to be held within two weeks after award of the contract. This meeting shall be held at the USACE, Huntington District site at a mutually agreeable time. This meeting shall be held as an opportunity to discuss respective roles, responsibilities, clarify expectations and develop initial norms and structures, preliminary activity schedule and assist in the identification of goals and objectives of the program.

A partnership shall be developed of responsibilities between the Contractor, U.S. Army Corps of Engineers, participant’s mentors and supervisors and the Huntington District Corporate Board illustrated through sharing the responsibilities for speakers, activities, time, resources and emotional and technical support. Once the contract is awarded, the contractor shall provide one program administrator (PA) to serve as the single point of contact between the contractor and Contracting Officer’s Representative (COR). The PA shall administer the program, provide at least 50% of classroom instruction, and attend all meetings, training, events, etc. which are part of this program. The PA’s purpose is to provide continuity throughout the program by assisting the participants in making connections in materials and experiences. Exceptions for attendance will be coordinated through the COR and approved by the Huntington District Corporate Board. The PA shall arrange and provide oversight for formal training and work with the designated Corps of Engineers COR for development of Corps related portions of the training, field trips and class project. The PA shall also insure invoicing is completed and sent to the COR and all reporting requirements are met.

b. TASK 2: The Contractor shall develop and submit for review an educational curriculum and work plan detailing training format, objectives, goals, sessions and all other pertinent specifics necessary to provide a successful program for USACE review and approval. Classes shall be taught in a government facility in the local Huntington, WV area. The contractor will propose the site location and submit as part of the curriculum and schedule deliverable.

c. TASK 3: Develop and participate in a two day team building retreat. The retreat shall be devoted primarily to lecture, small group discussion sessions, personal introspection, self-analysis on leadership effectiveness, individual goal setting and group bonding. The retreat shall be facilitated by the Contractor, and at least 50% (8 hours) of instruction will be provided by the PA.

The Contractor shall assist with setting goals and objectives. Suggested topics and activities can include, but are not limited to the following:

Dynamic teambuilding activities Giving Effective Presentations Initial Interviews / Input / Expectations Hermann Brain Dominance Instrument/Myers-Briggs Type Indicator or similar instrument Time Management Life Balance Leading Discussions

d. TASK 4: Provide thirty six (36) hours of classroom instruction with the PA responsible for at least 50% (18 hours) of the instruction and twenty-four (24) hours (including transportation to and from) allotted to external leadership instruction provided by other organizations/businesses.

Travel time to site visit should be limited to no more than one hour. Nine, 4-hour classroom sessions shall be held one per month to allow sufficient time for the participants to gather and synthesize information and experiences and for practice in using new behaviors and/or techniques and six, 4-hour tours/visits in the local metropolitan area will be conducted for external leadership instruction. There will be up to 12 participants/students. The Contractor shall teach leadership skills by setting personal leadership goals, incorporate collaboration with a Leadership Coach, and participating in various leadership experiences. The Contractor shall provide college-level class sessions, which provide a variety of contemporary leadership and management concepts presented by leading professionals in their fields. The Contractor will provide a verbal and written evaluation to all participants to collect feedback following each event. Verbal discussion should address the general pros and cons of the event such as the learning environment, instructors, topics addressed, logistical concerns and other items. A written evaluation should measure new learning, if and how skills can be applied on the job, and areas that need to be further addressed.

Instruction shall be presented in an interactive manner that addresses a variety of learning styles.

Self-assessment tools are used to supplement the instruction as appropriate. These sessions of instruction shall be followed by discussions of the practical applications of the concepts in the U.S. Army Corps of Engineers and the Huntington District environments. Suggested session topics include, but are not limited to the following:

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Coaching Conflict Management Teambuilding Meeting Management Generational Differences Behavioral Interviewing Job Stress Decision Making Delegation Effective Presentations Change Management Performance Counseling Situational Leadership Time Management

e. TASK 5: Provide Assessment Tools/Methods and readings from classic and contemporary literature on leadership and effective management linked to the topics addressed in the classroom sessions. Readings should vary in length and style to accommodate participants’ diverse learning styles. Assessment Tools should also relate to the topics addressed in the classroom sessions to deepen understanding of individual and group leadership skills and self-awareness. The contractor shall provide a list of the proposed the readings and assessments to be approved by the U.S. Army Corps of Engineers Corporate Board. Examples of suggested literature and assessments include, but are not limited to the following:

7 Habits of Highly Effective People Covey Gung Ho! Blanchard The One Minute Manager Meets the Monkey Blanchard, et al Leading with the Heart Krzyzewski & Phillips Getting to Yes Fisher, et al The 360 Degree Leader Maxwell Good to Great in the Social Sectors Collins The Five Dysfunctions of a Team Lencioni Hermann Brain Dominance Instrument (HBDI)/ Myers-Briggs Type Indicator DiSC Stress Map Thomas Kilmann Instrument (Conflict Management) Profiles XT / PPI or similar instrument

f. TASK 6: Provide formal and informal coaching and counseling to each program participate individually. The PA will provide clear, candid, constructive feedback in confidential counseling sessions given within the last 2-3 months of the program. The objective is to help the participants set goals and gain insights into their progress regarding individual leadership strengths and weaknesses, build on their strengths and overcome weaknesses and blind spots which, if not corrected, might adversely influence their effectiveness as leaders.

g. TASK 7: A graduation ceremony is held during the last month of the program. The purpose is to recognize the achievements of the participants and to celebrate the success of the year’s activities.

Participants, their significant others, Corporate Board members, mentors and supervisors may be invited. The ceremony shall include time for speeches by the Commander and participants, and presentation of graduation certificates by the District Commander and/or the PA. The ceremony is traditionally conducted as a luncheon. However, under no circumstances may government funds be used to pay for food; each attendee must pay for their meal individually out of their own pocket. The PA is responsible for acquiring a venue and caterer, preparing the agenda, obtaining necessary technical equipment, and acting as master of ceremonies. The PA will work with the COR to ensure that all aspects of the graduation adhere to legal requirements.

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h. TASK 8: The PA shall furnish the District’s Corporate Board with oral evaluations of the effectiveness of the program components and activities and provide recommendations for changes and improvements.

C.1-4. FACTORS CONSIDERED KEY TO THE SUCCESS OF THE LEADERSHIP DEVELOPMENT

PROGRAM.

a. Flexibility to capitalize on opportunities and additional learning experiences or information which occurs throughout the year, although not anticipated in the original design of the year’s developmental activities.

Additionally, flexibility is needed to adapt the program to address the specific needs of the selected participants.

b. Continuity from one learning activity to another that is provided by the PA who personally participates in all the key program activities and brings together learning from separate activities into a cohesive whole. Lessons learned from one program year to the next help the program designs to remain dynamic, build on program strengths and minimize areas of weakness.

c. Integrated Program Development serves to integrate all aspects of the program so they achieve maximum benefit internally to the individual participants, interpersonally between the participants, their co-workers;

and organizationally throughout the Huntington District and within our Great Lakes and Ohio River Division.

C.1-5. DESIGNATED CONTRACTING OFFICER’S REPRESENTATIVE (COR).

No government personnel, other than the Contracting Officer, shall have the authority to do other than clarify technical points or supply relevant information. Specifically, no requirement in this Performance Work Statement may be altered as a sole result of such verbal clarification.

C.1-6. CONTRACTOR RESPONSIBILITIES.

The contractor shall furnish all contractor travel expenses, contractor transportation, instruments, tools, materials, supplies, and related equipment necessary to perform the work outlined in this Performance Work Statement.

The Contractor shall schedule all tasks under this Performance Work Statement through coordination with the COR. The contractor shall comply with the approved Work Plan throughout the project. The government will not be obligated for payment of any additional materials or services that are not covered in this Performance Work Statement. Any additional work or modifications are required to be coordinated and approved through the Contracting Officer. Any and all changes must be coordinated in writing through the contracting officer.

C.1-7. COSTS TO BE BORNE DIRECTLY BY THE U.S. ARMY CORPS OF ENGINEERS.

a. Travel and per diem will be provided for Corps of Engineers employees for approved program activities for the initial kickoff event. All other costs for the kickoff shall be included in the contractor’s price.

b. Transportation of Corps of Engineers employees within the Huntington commuting area for approved program activities.

c. Use of the U.S. Army Corps of Engineers inter-office mail system, with advance approval of the

COR.

d. Use of Corps of Engineers facilities, such as meeting rooms and audio-visual equipment, for special meetings. A schedule will need to be coordinated with the Corps of Engineers COR for use.

C.1-8. MISCELLANEOUS CONDITIONS AND ISSUES.

a. At the conclusion of the program, the PA shall provide each participant with framed certificates of completion, signed by both the PA and Huntington District Commander.

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b. The PA may be requested to meet with the Huntington District Corporate Board or the COR before the initial kickoff event, quarterly for program review, after the conclusion of the program and/or to participate in special events and meetings, which are not specified in the Performance Work Statement.

c. The COR will work in conjunction with the PA to ensure all program components comply with Army

Directive 2011-20, which include, but are not limited to the following:

1) All events will be held in a government facility in the local Huntington area.

2) It is not allowable for government funds to be spent on food, either directly or indirectly, except when an employee is on official government travel and receiving per diem allowance.

C.1-9. PERIOD OF PERFORMANCE.

The contract period will be for a base period with four option periods as identified below.

Base Period Date of Award through September 30, 2020 Option Period One: October 1, 2020 through September 30, 2021 Option Period Two: October 1, 2021 through September 30, 2022 Option Period Three: October 1, 2022 through September 30, 2023 Option Period Four: October 1, 2023 through September 30, 2024

C.1-10. REPORTS/DELIVERABLES.

During the course of this contract, the Contractor shall submit the following reports/deliverables to the COR for review and/or approval. All materials submitted electronically shall be produced in PC-compatible software that meets Department of Defense (DoD) standards and is readily available (i.e., MS Word, MS Excel)

a. BASE PERIOD: One (1) electronic copy of a Work Plan that identifies the curriculum and schedule of yearly events shall be due no later than 4 weeks prior to the start date of the retreat as identified in TASK 3 above.

b. OPTION PERIODS: One (1) electronic copy of a Work Plan that identifies curriculum and schedule of yearly events shall be due within 2 weeks after exercise of each option.

c. One (1) electronic copy of all survey tabulations and data as gathered during the closing retreat shall be due within two (2) weeks after the retreat. The Contractor shall furnish the LDP POC/COR with the written reports evaluating the effectiveness of LDP components and activities, and include recommendations for changes and improvements. (Submitted for the base and each option period exercised).

C.1-11. SECURITY REQUIREMENTS

All Contractors and subcontractor employee(s) working on this contract who require access in and/or around any Huntington District facilities shall receive authorization to be on site at these facilities based upon a favorable background investigation in accordance with “Homeland Security Presidential Directive 12: Policy for a Common Identification Standard for Federal Employees and Contractors” (HSPD 12). The Huntington District Security Management Office shall submit contractor(s) personal information to complete the basic background investigation in order to make a recommendation to the Contracting Office of an employee’s suitability for work on Government property. The Procuring Contracting Officer (PCO) has the right to deny any contractor or subcontractor employee from working on the contract based upon the results of the background investigation provided by the Huntington District Security Management Office. The Government, Contractor, and subcontractors shall not permit any employee(s) access to drawings, blueprints, records, photos, sites, or projects until the Huntington District Security Management Office has completed an Operations Security (OPSEC) review of such items and determined they can be released.

FOR ALL CONTRACTS 1-YEAR AND SUBSEQUENT OPTION YEARS:

Contractors shall submit a complete investigation packet for each contractor and subcontractor employee to the Huntington District Security Management office within 10 working days after award of any contract, or prior to the individual being permitted unescorted access in or on District facilities.

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The Contractor must also provide the following: (1) Name of the Contract Specialist with whom he/she is working,

(2) Project Name, (3) Contract Number (4) Task Order Number when applicable, and (5) Security Information sheet on each employee working on site must be submitted directly to the Huntington District Security Office.

The Contractor must provide a full legal name, complete SSN#, Date of Birth, Place of Birth (City and State) and Driver’s license number if available. It is the Contractor’s responsibility to ensure the above information is accurate and legible, otherwise delays may occur.

Contractors shall have background checks completed for their employees annually in the case of Contracts with option periods. For instance, if the employee was cleared in May of 2018, they shall be cleared again in May of 2019. It is the Contractor’s responsibility to ensure that each employee’s security is up to date. Failure to comply may lead to possible removal from the project/jobsite.

The Contractor must ensure if new employees are brought in to work on an existing Contract with the U.S. Army Corps of Engineers (USACE), they must process the employee through the Huntington District USACE Security Management Office for background purposes.

FOR CONTRACTORS REQUIRING DOD COMMON ACCESS CARDS (CAC)

The documents listed below are required:

SF 85, Questionnaire for Non-Sensitive Positions (see http://www.opm.gov/forms/ to print form). FD 258, Contractor Fingerprint Card (one card for digital prints, two for ink prints) (NOTE: a trained/qualified individual must take prints, ORI block on the FD 258 must be USOPM000Z) (Contractor Fingerprint Cards (FD-258) may be obtained by Contracting Division by contacting the Huntington District Security Management Office).

Contractor shall report any changes in personnel, or at any time conditions change at least 5 working days prior to individual(s) need to have access to the site. The Contractor shall provide the same information as listed above for all new employees.

Following submission of paperwork, the Huntington District Security Management Office will conduct an initial criminal check based upon the information provided. If there are no issues, the Huntington District Security Management Office will make recommendations to the PCO or their Designated Representative. The Huntington District Security Management Office cannot give approval due to unfavorable report(s). The Huntington District Security Management Office shall coordinate with Office of Counsel and will jointly make recommendations to the PCO and/or the Designated Representative should a background investigation come back with derogatory information. The PCO will make the determination whether to allow the Contractor personnel to work on the site based on Security and Office of Counsel recommendations, and the PCO will advise the Contractor of the decision.

FOREIGN NATIONALS

The Contractor shall provide the package listed above, as well as additional materials noted below for all Foreign Nationals. The Contractor is to expect additional time in the approval process for all Foreign Nationals due to the level of review and elevation of the review to Headquarters staff to complete. All Foreign Nationals must comply with the following paragraph:

In accordance with Engineering Regulation 380-1-18, “Technology Transfer, Disclosure of Information and Contacts with Foreign Representatives” dated 1 August 1996, Section 4, all foreign nationals who work on Corps of Engineers’ contracts shall be approved by the Headquarters US Army Corps of Engineers (HQ USACE) Foreign Disclosure Officer before beginning work on this contract; this regulation includes subcontractor employees. The Contractor shall submit to the Security Management Office, the names of all foreign nationals proposed for performance under this contract, along with documentation to verify legal admittance into the United States. Such documentation shall include at least one of the following: a U.S. passport, Certificate of U.S. Citizenship (INS Form N-560 or N-561), Certificate of Naturalization (INS Form N-550 or N-570), Alien Registration Card with photograph (INS Form I-151 or I-551), Employment Authorization Card (INS Form I-688A), etc.

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In order to assure forms are properly completed, and to minimize time delays, the Contractor is encouraged to work closely with the Huntington District Security Management Office. The Government will return for correction incomplete forms, illegible forms, etc. which will delay the contractor / subcontractor from beginning work.

Security requirements are subject to change in accordance with HSPD-12, Office of Personnel Management, regulation or policy changes, etc. The Government shall add any changes to security requirements by modification to the contract.

The Contractor shall contact the Huntington District Security Management Office by phone, letter, or email at the following numbers/addresses:

CELRH-SM

502 Eighth Street Huntington, WV 25701

Stephen R. Curry, phone (304) 399-5695; email stephen.r.curry@usace.army.mil Matthew D. Green, phone (304) 399-5294; email matthew.d.green@usace.army.mil Sandra L. Hardwick, phone (304) 399-5612; email sandra.l.hardwick@usace.army.mil

AT/OPSEC REQUIREMENTS:

AT Level I Training. This provision/contract text is for contractor employees with an area of performance within an Army controlled installation, facility or area. All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. Upon request, the contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website:

http://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum.

Access and General Protection/Security Policy and Procedures. All contractor and all associated sub-contractors employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The contractor shall also provide all information required for background checks to meet installation/facility access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any installation or facility change, the Government may require changes in contractor security matters or processes

For contractors who do not require CAC, but require access to a DoD facility or installation. Contractor and all associated sub-contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05 / AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative, as NCIC and TSDB are available), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

For Contracts that Require OPSEC Training. All new contractor employees will complete Level I OPSEC Training within 30 calendar days of their reporting for duty. Additionally, all contractor employees must complete annual OPSEC awareness training. The contractor shall submit certificates of completion for each affected contractor and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training. OPSEC awareness training is available at the following websites:

beta.SAM.gov Page 19 of 20 https://www.iad.gov/ioss/ or http://www.cdse.edu/catalog/operations-security.html; or it can be provided by the RA OPSEC Officer in presentation form which will be documented via memorandum.

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