W9124N-17-R-0001_Amendment_3.pdf

MICC - PRESIDIO OF MONTEREY

ATTN: LYNDSEY J. KAUTH

831-242-6586

400 GIGLING ROAD

SEASIDE, CA 93955

0010860324-0001

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

A. The purpose of this Amendment is to provide answ ers to questions received by potential offerors. As a result changes to the solicitation have been made as reflected in the Summary of Changes, Page 2, of this amendment.

B. The due date for receipt of offers remains unchanged as 6 March 2017, 12:000 PM PST, as stated in Amendment No. 0002.

C. See continuaton sheet for summary of changes.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 24

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

16C. DATE SIGNED

BY 24-Feb-2017

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 W9124N-17-R-0001

X 9B. DATED (SEE ITEM 11)

12-Jan-2017

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 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

24-Feb-2017

CODE

MICC - PRESIDIO OF MONTEREY

BUILDING 4385 1ST FLOOR

400 GIGLING ROAD

SEASIDE CA 93955-6771

W9124N 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE W9124N

FACILITY CODECODE

EMAIL:TEL:

W9124N-17-R-0001

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 30 - BLOCK 14 CONTINUATION PAGE

The following have been added by full text:

AMENDMENT 3

Summary of Changes

As a result of the Questions and Answers incorporated into this amendment, the following changes have been made to the solicitation documents:

1. A Past Performance Questionnaire is incorporated.

2. The Performance Work Statement (PWS) is revised and replaced in its entirety as a result of the following changes:

a. Paragraph 2, Background, has been updated to include Historical Data.

b. “Employees” has been changed to “Civilian Employees” throughout the entire PWS.

c. “Retirees” has been removed from the requirements.

d. Paragraph 7.8, Contractor Furnished Items and Responsibilities, has been added.

e. Paragraph 7.9, Contractor Manpower Reporting, has been added.

f. Paragraph 7.10, Performance Requirements Summary, has been modified to clarify Performance Thresholds and Incentives/Disincentives.

g. Other grammatical and minor administrative adjustments (i.e. realigning like paragraphs for

Quality Assurance, Paragraph 7.5, together) have been made.

3. FAR Clause 52.212‐1 has been modified to clarify Volume I and II requirements.

4. FAR Clause 52.212‐2 has been modified for clarity as to the basis for award.

SECTION SF 1449 - CONTINUATION SHEET

The following have been added by full text:

PAST PERFORMANCE QUESTIONNAIRE

PAST PERFORMANCE QUESTIONNAIRE

lyndsey.j.kauth Typewritten Text

5. See Attachment 1 for Questions and Answers.

lyndsey.j.kauth Typewritten Text

Employee Assistance Program (EAP)

I. INTRODUCTION:

This questionnaire is designed to collect past performance information on offerors competing for the award of the Employee Assistance Program (EAP) contract, Presidio of Monterey. Please complete the enclosed questionnaire and return it directly to the MICC-POM contracting office no later than (NLT) 6 March 2017. For assistance with this form or to request an electronic copy please notify the name below. Handwritten responses will not be accepted. If you need more space than provided, please attach additional pages, insure that you reference the number/section of the form that the response corresponds with. Please include only relevant information. Forms are to be returned to the point of contact listed below directly from the company or person providing the past performance information. Responses will be treated as source selection sensitive. Return the questionnaire either by mail or email to the following address:

MICC - Presidio of Monterey Telephone: (831) 242-6586 Attn: Lyndsey Kauth E-mail: Lyndsey.j.kauth.civ@mail.mil

400 Gigling Road, Bldg 4385 Seaside, CA 93955-6771

II. CUSTOMER/CLIENT IDENTIFICATION:

The following information pertains to the organization and contract information of the customer completing the questionnaire:

Your company or agency name: ___________________________________

Name of contractor being evaluated: ________________________________

Your contract number: __________________ Total value of your contract: _______________________

Performance Period: ________________________ Option Periods: _____________________________

Brief description of services provided:

III. EVALUATOR INFORMATION:

The following information pertains to the person completing this questionnaire.

Name/Title: __________________________________________________________________________

(e.g. Manager, House Keeper, etc.)

Organization: _________________________________________________________________________

Phone Number: _______________________________________________________________________

IV. EXPLANATION OF CODES:

In Section V below of this questionnaire we ask 12 questions regarding your contractor’s performance. Please use the following ratings when rating the contractor’s performance:

CODE PERFORMANCE RATINGS

E EXCEPTIONAL – Performance is where contractor performance significantly exceeds most contract requirements while the remainder of the contractor’s effort meets contract requirements.

V VERY GOOD – Performance is where contractor performance significantly exceeds some contract requirements while the remainder of the contractor’s effort meets contract requirements.

S SATISFACTORY – Performance is where the contractor meets contract requirements.

M MARGINAL – Performance is where the contractor meets contract requirements, however performance rarely exceeds standards and discrepancies in some areas of performance are recurring.

Problems identified by the Government are corrected, but require significant surveillance to ensure mission is not affected.

U UNSATISFACTORY – Performance is where the contractor’s performance is inadequate and inconsistent, requiring attention and constant surveillance to ensure the mission is not affected. Fails to manage workload and take initiative to resolve problems before the government points them out on a recurring basis. Contractor fails to meet standards.

N NOT APPLICABLE – Unable to provide a score. Performance in this area not applicable to the effort assessed.

V. QUESTIONS CONCERNING PAST PEFORMANCE:

Place an “X” in the appropriate box next to the letter for each item on the questionnaire. Narrative statements are vital. Please provide a supporting narrative for each area. Attach additional pages if there is insufficient space in the comment space.

1. What level of supervision does your contract require?

Little None Other ____________________________

2. How would you rate the contractor’s overall performance?

E V S M U N

Please explain if rated less than satisfactory__________________________________________________________

3. How would you rate the contractor’s timeliness in providing your EAP services?

Remarks: _____________________________________________________________________________________

4. Has the contractor ever had a problem with meeting the timeliness standards of the contract?

Yes No

If timeliness is a problem, what was/were the cause(s) of delay? Has the contractor corrected the problem?

Comments for Question 4:

5. Rate the contractor’s ability to work with the various requirements.

Comments for Question 5:

6. Rate the contractor’s professional knowledge and reliability during the performance period?

Comments for Question 6:

7. Have you experienced any problems with contractor employees?

Comments for Question 7:

8. Rate the contractor’s interaction with your organization; e.g. courteous, professional, proper sense of urgency to your needs.

Comments for Question 8:

9. Has this contract been partially or completely terminated for default or convenience or are there any pending terminations?

Yes No DEFAULT CONVENIENCE

If yes, explain (e.g., inability to meet cost, performance, or delivery schedules).

Comments for Question 9:

10. Did you make any significant changes in service or procedures during the life of the contract?

If so, what were the changes?

11. What is your overall rating of the contractor?

E V S M U

12. Given the choice, would you award to this contractor again? Yes No

Explain why you would not enter into another contract with this firm.

SOURCE SELECTION SENSITIVE

See FAR 3.104

The following have been modified:

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

Employee Assistance Program

24 February 2017

1. INTRODUCTION: The Employee Assistance Program (EAP) is a program which provides counseling, training, resource finding, managerial and supervisory consultation to civilian employees, their family members, and eligible family members of active duty military members of United States Army Garrison (USAG) Presidio of Monterey (POM) and the Defense Language Institute (DLI). The program is established to provide limited immediate assistance for civilian employees and family members with referral for continued service as needed.

2. BACKGROUND: In accordance with agency requirements, short‐term counseling services are provided to civilian employees, their family members, and eligible family members of active duty military members. The EAP Program established for the USAG POM and DLI provides specialized employee assistance and counseling/ consultation covering a range of emotional or behavioral problems including, but not limited to, alcoholism, drug abuse, job‐related/family stress, financial problems, legal, marital or health problems, parenting and childcare, career change, pre‐retirement issues, situational conflict, etc. which may adversely impact work performance or behavior. For planning purposes, historical data from 01 October 2011 through 30 September 2016 coverage is provided to the employee population (weighted): 01 October 2011 through 30 September 2013 was 1,450; 01 October 2013 through 30 September 2014 was 3,075; and 01 October 2014 through 30 September 2016 was 3,100. Utilization of services by the eligible population was highest in FY13 at 7.72% and lowest in FY16 at 3.97%.

3. SCOPE: The Contractor shall provide specialized Employee Assistance and Counseling/Training Services covering a range of issues that shall include any emotional or behavioral problems including, but not limited to alcoholism, drug abuse, job‐related/family stress, financial problems, legal, marital, or health problems, parenting and childcare, career change, pre‐retirement issues, situational conflict, etc. which may adversely impact work performance or behavior. The EAP also provides consultation and advisement to managers. The provider shall be licensed by the State of California as a psychologist, marriage and family counselor (MFC), licensed clinical social worker (LCSW) or licensed as a practicing psychologist. The Contractor shall specialize in educational consultation, counseling and referral services. This is a non‐personal services contract and the Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

4. APPLICABLE DOCUMENTS:

4.1. United States Code (U.S.C) and Code of Federal Regulations (F.R.) governing confidentiality are available through the North Central Region Educational Laboratory www.ncrel.org/sdrs/areas/issues/envrnmnt/css/cs3lk18.htm

4.2. Public Law 96‐180 and 96‐181 authorized Federal agencies to provide short term counseling to employees and their family members who have substance abuse problems.

4.3. Privacy Act, 5 U.S.C. 552 a (b).

4.4. Alcohol and Drug Patient Confidentiality Regulation, 42 CFR. Part 2 (Public Law 93‐579, as amended) ‐ Governs the Privacy Act.

4.5. Public Law 99‐570 (as amended) – requires the establishment of prevention treatment and rehabilitation Programs for Drug Abuse for Federal civilian employees.

4.6. Title5, Code of Federal Regulations (CFR) Part 792 ‐ Drug and Alcohol Free Work Place.

4.7. Executive Order 12564 – requires Federal agencies to establish drug‐free Federal workplace programs, including an EAP program. Text found at www.archives.gov/federal‐register/codification/executive‐ order/12564.html.

4.8. Section 201 of Public Law 91‐616, ‐ Authority for Federal Alcohol and Drug Abuse Programs.

4.9. Public Law 93‐282 – Confidentiality of Client records.

5. TECHNICAL REQUIREMENTS:

5.1. Contractor shall provide up to three (3) one (1) hour professional, confidential, one‐on‐one diagnostic and referral counseling sessions to civilian employees and eligible family members per contract year.

5.1.1. Contractor shall provide up to three (3) additional sessions (sessions 4, 5, and 6) to eligible individuals on an as‐needed basis and will invoice only for the additional sessions (sessions 4, 5, and 6). The additional sessions must be included in the monthly utilization report. Fees for any counseling sessions exceeding six (6) will become the financial responsibility of the civilian employee/family member.

5.1.2. Contractor shall provide critical incident counseling in the event of tragedy or crisis to employees as a group or individually. An example of critical incident counseling is violence in the work place. The cost associated with critical incident counseling shall be included in the price of the CLIN titled Employee Assistance Program (EAP) for the base and option years. (CLIN 0001, 1001, 2001, 3001, 4001)

5.1.3. Contractor shall provide up to six (6) counseling sessions for supervisory referrals to identify, clarify, and provide counseling for medical, behavioral, or personal problems of employees who have been identified by the supervisor to have performance and/or conduct problems in their work.

5.1.4. Counseling sessions shall be provided within seventy‐two (72) hours for routine referrals.

5.1.5. Emergency referrals shall be provided as quickly as possible based on the immediacy of the situation.

5.1.6. Contractor shall identify and evaluate the personal problem(s) or concern(s) and address alternative(s) for resolving problems.

5.1.7. For supervisory or EAP Administrator referrals, Contractor shall provide diagnosis, prognosis, and information regarding whether employee attended counseling sessions.

5.1.8. After counseling civilian employee/family member, the Contractor shall diagnose the problem, and if appropriate, refer civilian employee to a community treatment resource for rehabilitation or further services.

Referral shall be made with employee’s concurrence. The Contractor shall make specific appointments for care. If referral is made to another agency, the Contractor shall follow‐up with the employee to ensure quality of treatment, and with the agency to determine continuation of treatment. In the case of supervisory referrals, the Contractor shall provide the EAP Administrator with information verbally and/or in writing, as requested.

5.1.9. Contractor shall provide both a toll free telephone number and a toll free TDD number for Civilian Employees and family members to access Counseling Services twenty‐four (24) hour per day, seven (7) days per week. The Contracting Officer Representative (COR) shall also be provided these number. Counseling shall be provided based on self‐referral, the supervisory referral or the Army Substance Abuse Program Manager/Alcohol and Drug Control Officer (ADCO).

5.1.10. Covered civilian employees or immediate family members will be determined by the presentation of the employee’s official identification card or by confirmation of eligibility by the Employee Assistance Program Administrator.

5.1.11. The Employee Assistance /Contracting Officer Representative (COR) will be the Alcohol and Drug Control Officer (ADCO). Appointed in writing by the Contracting Officer.

5.1.12. Contractor consultation facilities shall be within a 25‐mile radius of the POM. There is no on‐site facility for these services nor will one be made available due to the confidentiality of the services being performed.

5.2. Records.

5.2.1. Records, including any information whether recorded or not, pertaining to the identity, diagnosis, or counseling of any civilian employee or family members, which are maintained in connection with the performance of this contract shall be confidential. Regulations governing confidentiality of counseling records shall be in accordance with the provisions set forth in all Privacy Act requirements, and other applicable laws, and shall be subject to the penalties imposed by such laws for disclosure of any information without the employee’s prior knowledge and specific written consent. When disclosure is authorized by the civilian employee, a consent statement shall be signed by the employee.

5.2.2. Contractor record system shall be in accordance with applicable laws and regulations, relating to alcohol abuse, drug abuse, alcohol prevention, treatment, and rehabilitation.

6. DELIVERABLES:

6.1. Contractor shall design and provide 3000 brochures or other written information containing facts about the EAP, its services, areas of coverage, confidentiality of use, eligibility, etc. The ADCO will approve the brochures.

6.2. Contractor shall provide 50 posters advertising the EAP and its offerings. The ADCO will review and approve the posters.

6.3. Contractor shall provide one (1) electronic newsletter monthly for a total of twelve (12) annually containing pertinent articles regarding employees' well‐being and facts about the EAP services.

6.4. Monthly Utilization Report. The Contractor shall provide a monthly written report to the ADCO. The report shall contain the following information identified by the categories, “Alcohol”, “Drugs”, “Mental Health”, “Family/Marital”, “Unknown/Other.”

6.4.1. Contractor shall provide the number of self‐referred employees (identified by organization and gender).

6.4.2. Contractor shall provide number of management referred employees (identified by organization and gender).

6.4.3. Contractor shall provide types of problems diagnosed and number of employees seen for each.

6.4.4. Contractor shall provide number of times consulted by supervisor. (Identified by organization).

6.4.5. Contractor shall provide number of family members referred. (Identified by employee’s organization).

6.4.6. Contractor shall provide number completing counseling.

6.4.7. Report shall include any recommendations for improvement of the EAP. The report shall also include any trends, if evident. Names of the employees or other personal identification shall not be used in the Contractor’s reports.

6.5. Client feedback report. Service provider shall provide each client a feedback report to be submitted to ADCO upon completion of service.

6.6. Provision of evaluation feedback form completed by client. Each service provider shall give each client a customer satisfaction survey at completion of course of service. The provider shall encourage the client to complete and return the survey to the ADCO in a pre‐addressed and stamped envelope. Per EAP confidentiality requirements, the client cannot be required to sign the survey but may choose to do so.

DELIVERY SCHEDULE

Description Qty Delivery Date Deliver To Brochures 1500

15 April 15 October

ADCO

Posters 25

May November

Newsletters 1 (12 total)

Monthly ADCO

Utilization Reports of all treatment categories to include an itemized listing of:

a. Self-referrals

b. Management referrals

c. Diagnoses

d. Number of family members

1 Copy Per Month

5th day of each month

Customer Feedback Report

Based on No. of Client

Last Appointment

7. SUPPORTING INFORMATION:

7.1. Qualifications of Contractor Personnel.

7.1.1. Contractor shall be licensed by the State of California as a Psychologist, Marriage and Family Counselor (MFC), Licensed Counselor of Social Work (LCSW) or licensed as a practicing Psychologist. The Contractor shall specialize in educational, consultant, treatment and referral services.

7.1.2. Counselors assigned by the Contractor to provide consultation services shall have a minimum of a Master’s degree in Psychology, Social Work, or Counseling; and two years general experience in Psychology, Social Work, or Counseling.

7.2. PLACE OF PERFORMANCE: Service shall be provided at the contracted provider’s place of business, located within a 25 mile radius of the Presidio of Monterey.

7.3. PERIOD OF PERFORMANCE: Base period of 1 April 2017 through 31 March 2018 with four (4) 12‐month option years.

7.4. Contractor shall not provide the following services:

7.4.1. Clinical treatment.

7.4.2. Maintenance counseling.

7.4.3. Referral of employees to any source from which the Contractor receives payment or other considerations.

7.4.4. Referral to any service in which the Contractor maintains a financial interest.

7.5. Quality Assurance.

7.5.1. Quality assurance shall be determined by using the following criteria:

7.5.2. Responsiveness to the EAP Administrator/COR and civilian employees’ needs, including effective individual consultation sessions as reported by civilian employees and/or supervisor noting improvements by observing employees conduct or performance following referral to EAP.

7.5.3. Timely submission of required reports to the ADCO and quality of reports.

7.5.4. The Government’s review of the customer satisfaction surveys, Material Inspection and Receiving Reports (DD Form 250), and the Monthly Utilization Reports.

7.5.5. COR and Contractor shall maintain telephone contact on an as needed basis to discuss contractor’s performance and any other service provision issues.

7.6. Acronyms/Definitions

7.6.1. Standard Definitions. This Section describes and lists the definitions used both in this Performance Work Statement (PWS) and encountered in day‐to‐day operations when dealing with Government organizations. This listing is not intended to be all inclusive.

7.6.2. Alcohol Abuse. Use of alcohol to an extent that it has an adverse effect on performance, conduct, discipline, or mission effectiveness, and/or user’s health, behavior, family, or community.

7.6.3. EAP. Employee Assistance Program. A program offering assistance to civilian employees, their immediate family members, and eligible military family members who have problems involving alcohol/drug abuse, or other personal problems which result in or may contribute to deficiencies in job performance or conduct.

7.6.4. EAP Administrator. An individual designated to explain the provisions of the EAP and refer employees to the Contractor for assessment and counseling services. May also be assigned as the COR.

7.6.5. Drug Abuse. Use of a drug to an extent that it has an adverse effect on performance, conduct, discipline, or mission effectiveness, and/or the user’s health, behavior, family or community. The use of prescription medication in a manner other than prescribed/medically directed for mind altering purposes may also be considered drug abuse.

7.6.6. Employee Assistance Program.

7.6.7. Immediate Family Member. Spouse and any minor children living with the covered civilian employee in a parent/child relationship (including adopted children, etc.). Older parents who are living with the civilian employee as dependents are also considered immediate family members. Eligible family members of active duty military personnel stationed at the Presidio of Monterey.

7.6.8. Rehabilitation. The process of restoring to effective functioning individuals who have been impaired by alcoholism, drug addiction, or other dependencies. Generally, rehabilitation involves individual or group counseling or participation in self‐help organizations such as Alcoholics Anonymous.

7.6.9. Self‐Referral. The civilian employee contacts the EAP Administrator/ADCO/contractor or the twenty‐four

(24) hour number of the Contractor and requests counseling.

7.6.10. Supervisory Referral. The civilian employee’s supervisor contacts the EAP Administrator/ ADCO/ contractor and requests an assessment/services on behalf of the employee.

7.6.11. Treatment. The process of alleviating the physical and psychological effects of substance abuse, including withdrawal symptoms and medical conditions resulting from substance abuse. Treatment is always under medical supervision. It is a prelude to, and should not be confused with rehabilitation.

7.6.12. Contracting Officer (KO). A person with the authority to enter into, administer, and/or terminate contracts and make related findings. The Contracting Officer is the only individual who has the authority to contractually bind the Government. The Contracting Officer may designate a Government employee to act as his authorized representative. This individual is not be authorized to award, agree to sign any contract or modification thereto, or in any way to obligate the payment of money by the Government.

7.6.13. Contracting Officer’s Representative (COR). Authorized representative of the Contracting Officer designated in writing to perform specific contract administration functions. The COR does not have authority to contractually bind the Government. The COR is also the EAP Administrator.

7.6.14. Customer Comment. A performance assessment method that is used by the Government to evaluate the quality of service provided by the Contractor.

7.7. SECURITY REQUIREMENT:

7.7.1. Contractor shall observe and comply with all installation security and safety regulations.

7.8 CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract.

7.9 CONTRACTOR MANAGEMENT REPORTING (CMR): The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure Army data collection site where the Contractor shall report ALL Contractor manpower (including subcontractor manpower) required for performance of this contract.

The Contractor shall completely fill in all the information in the format using the following web address https://Contractormanpower.army.pentagon.mil.

7.9.1 The required information includes: (1) Contracting Office, Contracting Officer, Contracting Officer’s Technical Representative (COTR) or also known as the Contracting Officer’s Representative (COR); (2) Contract number, including task and delivery order number; (3) Beginning and ending dates covered by reporting period; (4) Contractor's name, address, phone number, e-mail address, identity of Contractor employee entering data; (5) Estimated direct labor hours (including sub-Contractors); (6) Estimated direct labor dollars paid this reporting period (including sub-Contractors); (7) Total payments (including sub-Contractors); (8) Predominant Federal Service Code (FSC) reflecting services provided by Contractor (and separate predominant FSC for each sub- Contractor if different); (9) Estimated data collection cost; (10) Organizational title associated with the Unit Identification Code (UIC) for the Army Requiring Activity (the Army Requiring Activity is responsible for providing the Contractor with its UIC for the purposes of reporting this information); (11) Locations where Contractor and sub-Contractors perform the work (specified by zip code in the United States and nearest city, country, when in an overseas location, using standardized nomenclature provided on website); (12) Presence of deployment or contingency contract language; and (13) Number of Contractor and sub-Contractor employees deployed in theater this reporting period (by country).

7.9.2 As part of its submission, the Contractor shall provide the estimated total cost (if any) incurred to comply with this reporting requirement. Reporting period shall be the period of performance not to exceed 12 months ending September 30 of each government fiscal year and must be reported by 31 October of each calendar year.

Contractors may use a direct XML data transfer to the database server or fill in the fields on the website. The XML direct transfer is a format for transferring files from a Contractor’s system to the secure website without the need for separate data entries for each required data element at the website. The specific formats for the XML direct transfer may be downloaded from the website.

7.10 Performance Requirements Summary:

Required Service PWS Paragraph

Standard Performance Threshold

Incentive / Disincentive

Provide up to 3 hours of professional counseling.

5.1 Provide assessment and

counseling to address challenges for which clients are referred.

100% complete Contractor compliance to 3 hours of professional counseling sessions will be tallied for CPAR reporting

Sessions will be documented IAW regulations governing confidentiality of counseling records set forth in privacy act requirements and other applicable laws.

periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide up to 3 additional sessions on an as needed basis.

5.1.1 Provide counseling to

address challenges for which clients are referred. Sessions will be documented IAW regulations governing confidentiality of counseling records set forth in privacy act requirements and other applicable laws.

100% complete Contractor compliance with up to 3 hours additional counseling sessions will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide critical incident counseling in the event of tragedy or crisis to civilian employees as a group or individually.

5.1.2 Upon request, provide

critical counseling service on a one‐on one basis or as a group within an office setting and/or at the Presidio of Monterey.

100% complete Contractor compliance to critical incident counseling will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide counseling sessions within 72 hours of routine referral

5.1.4 Clients must have initial

session with 72 hours of referral.

100% timely initial contact

Contractor compliance with providing counseling sessions within 72 hours will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide monthly and as otherwise requested, updates regarding supervisor/

5.1.7 Provide assessment and

counseling to address challenges for which clients are referred.

Sessions will be

100% accurate and complete

Contractor compliance with monthly updates regarding referrals will be tallied for CPAR reporting periods and the results of the data will be used administrative referrals.

documented IAW regulations governing confidentiality of counseling records set forth in privacy act requirements and other applicable laws. For supervisory referrals or EAP Administrator referrals, contractor will provide diagnosis, prognosis and information regarding whether employee attended counseling sessions.

to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Refer civilian employee to a community treatment resource for rehabilitation or further services.

5.1.8 If appropriate, referral

shall be made with employee’s concurrence. The Contractor will make specific appointments for care when referred to another organization and follow‐up with the client to ensure quality of treatment, and with the agency to determine continuation of treatment. In the case of supervisory referrals, the Contractor shall provide the EAP Administrator with information verbally and/or in writing, as requested.

100% timely and accurate referral

Contractor compliance with referral of employees to a resource will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide both a toll free number and a toll free TDD telephone number.

5.1.9 Toll free numbers will

be provided for eligible members to access Counseling Services twenty‐four (24) hour per day, seven (7) days per week. These phone numbers will be included in brochures, posters and all EAP marketing material. The Contracting Officer Representative (COR) shall also be provided these number.

100% timely and accurate

Contractor compliance with providing toll free numbers will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Design and provide 3000 brochures.

6.1 Design and provide

3000 brochures or other written information containing facts about the EAP, its services, areas of coverage, confidentiality of use, eligibility, etc.

100% timely and accurate

100% review. The ADCO will approve the brochures.

Contractor compliance with providing the required brochures will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Design and provide 50 posters.

6.2 Design and provide 50

posters advertising the EAP and its offerings.

100% timely and accurate

100% review. The ADCO will review and approve the posters. Contractor compliance with providing posters will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Provide electronic newsletter monthly.

6.3 Contractor shall provide

one (1) electronic newsletter between the 1st and 5th of each month for a total of twelve (12) during the contract year, containing pertinent articles regarding employees' well‐being and facts about the EAP services.

100% timely and accurate each month.

Contractor compliance with providing monthly newsletters will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Client feedback report.

6.11, 6.13 Contractor shall provide each client a satisfaction survey and envelope addressed to the ADCO at completion of service so that customers can provide feedback directly to the ADCO.

Provide client feedback report 100% of the time

Contractor compliance with providing clients with feedback reports will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance.

Monthly Utilization Report

6.4, 6.5, 6.6, 6.7, 6.8, 6.9

Report to be provided by the 5th of each month will include;

Number of self‐referred civilian employees (identified by organization and gender). Number of management referred civilian employees (identified by organization and gender). Types of problems diagnosed and number of employees seen for each. Number of times consulted by supervisor. (Identified by organization).

Number of family members

100% timely and accurate monthly

Contractor compliance with providing monthly utilization reports will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

Monthly Utilization Report.

6.12 The Contractor shall

provide a monthly written report by the 5th of each month. The report shall contain the following information identified by the categories, “Alcohol”, “Drugs”, “Mental Health”, “Family/Marital”, “Unknown/Other”.

100% timely accurate monthly

Contractor compliance with providing monthly utilization reports will be tallied for CPAR reporting periods and the results of the data will be used to substantiate objective ratings of contractor performance. Trends of less than acceptable performance could result in reductions in monthly payments at the discretion of the Contracting Officer

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (OCT 2015)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition appear in Block 10 of the solicitation cover sheet (SF 1449). However, the small business size standard for a concern which submits an offer in its own name, but which proposes to furnish an item which it did not itself manufacture, is 500 employees.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show--

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) "Remit to" address, if different than mailing address;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender's request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions or commercial items for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers:

(1) 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.

(2)(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and--

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government's control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers.

Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror's initial offer should contain the offeror's best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation. (1)(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to--GSA Federal Supply Service Specifications Section, Suite 8100, 470 East L'Enfant Plaza, SW, Washington, DC 20407, Telephone (202) 619-8925, Facsimile (202) 619-8978.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision.

Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST (https://assist.dla.mil/online/start/).

(ii) Quick Search (http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by--

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone

(215) 697-2667/2179, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Data Universal Numbering System (DUNS) Number. (Applies to all offers exceeding $3,500, and offers of $3,500 or less if the solicitation requires the Contractor to be registered in the System for Award Management (SAM) database. The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “DUNS” or “DUNS +4” followed by the DUNS or DUNS +4 number that identifies the offeror's name and address. The DUNS +4 is the DUNS number plus a 4-character suffix that may be assigned at the discretion of the offeror to establish additional SAM records for identifying alternative Electronic Funds Transfer (EFT) accounts (see FAR Subpart 32.11) for the same concern. If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one. An offeror within the United States may contact Dun and Bradstreet by calling 1-866-705-5711 or via the internet at http://fedgov.dnb.com/webform. An offeror located outside the United States must contact the local Dun and Bradstreet office for a DUNS number. The offeror should indicate that it is an offeror for a Government contract when contacting the local Dun and Bradstreet office.

(k) System for Award Management. Unless exempted by an addendum to this solicitation, by submission of an offer, the offeror acknowledges the requirement that a prospective awardee shall be registered in the SAM database prior to award, during performance and through final payment of any contract resulting from this solicitation. If the Offeror does not become registered in the SAM database in the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror.