Combined_Synopsis&Solicitation_W91QF0-19-R-9001.pdf

1. All information on the solicitation must be filled out completely and returned. Incomplete submissions will be determined not in conformance to the Solicitation and may be rejected.

2. Please be sure to read the entire solicitation for sections that require vendor information to be submitted.

3. All contractors must be actively registered in System for Award Management (SAM) in order to receive a Department of Defense contract (See DFARS 252.204-7004 ALT A). Registration information

W91QF019R9001

Combined Synopsis/Solicitation for an Executive Coaching Service at the U.S. Army War College

(USAWC) Carlisle Barracks, PA.

The solicitation number is W91QF0-19-R-9001. The solicitation is issued as a Request for Quotation (RFQ) pursuant to FAR 13.

This notice incorporates provisions and clauses in effect through Federal Acquisition Circular (FAC) 2005- 101 effective 26 October 2018 and Defense Federal Acquisition Regulation Supplement (DFARS). The complete text of any of the clauses and provisions may be accessed in full text at http://farsite.hill.af.mil This is a Total Small Business Set Aside. The associated NAICS code for this procurement is 611460 and the small business size standard is $11,000,000.00. Product Service Code is U099.

Quotes are due No Later Than (NLT) 17 Jan 2019 at 7:30 a.m. EST. Quotes shall be emailed to the POC’s for this requirement, Contract Specialist Bethany Flynn at bethany.l.flynn.civ@mail.mil and Contracting Officer Larry L. Brown at larry.l.brown9.civ@mail.mil. All questions shall be submitted via e-mail to the POC’s for this requirement and they will be responded to on an amendment to this solicitation.

Questions should be submitted by 9 Jan 2019, 2 p.m. EST. Questions submitted after that date may not be addressed.

All vendors submitting a quote must be registered in the System for Award Management (SAM).

The Description of all requirements are in the Performance Work Statement (PWS) to follow.

The following FAR clauses and provisions apply to this acquisition.

The provision at 52.212-1, Instructions to Offerors - Commercial, applies to this acquisition (See RFQ to follow for Addendum)

The provision at 52.212-2, Evaluation -- Commercial Items, applies to this acquisition. Quoters must include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications -- Commercial Items and 52.219-1, Small Business Program Representations (OCT 2014) – Alternate I (MAY 2014) with its quote.

The clause at 52.212-4, Contract Terms and Conditions -- Commercial Items, applies to this acquisition.

The clause at 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items, applies to this acquisition.

Any award resulting from this solicitation will be issued on a Standard Form (SF) 1449.

Additionally:

can be obtained at the following website: www.sam.gov/portal /public/SAM/. Contractors are advised to register upon receipt of this solicitation since there is a time lag between registration and registration availability.

4. Quotes which are unrealistic in terms of technical or unrealistically low in price will be deemed reflective of an inherent lack of technical competence or indicative of a failure to comprehend the complexity of the proposed contractual requirement and may be rejected.

5. In selecting the offer most advantageous to the Government the following factors will be considered:

Technical, Past Performance and Price.

W91QF019R9001

Section SF 1449 - CONTINUATION SHEET

PWS

EXECUTIVE COACHINNG

Assessment and Execution in support of the Army War College

1. Objective Establish a contract to develop, implement and assess a program of Executive Coaching in support of enhanced Self-Awareness, Self-Control, and Self-Mastery in support of the General Officer Readiness Program (GO-R) for Army Officers beginning upon selection and Senate Confirmation of an individual for promotion to the rank of Major General, and subsequent attendance to the Army Strategic Education Program Advanced Course (ASEP-A). This program will include pre-assessments involving appropriate 360-degree assessment and other personality or psychometric assessments utilized by the coaching organization, telephonic contact, face to face interaction with an Executive Coach (EC), secure web-based supplemental coaching interactions on a portal operated by the coaching organization, and assessment of coaching recipients as applicable. In the Army Strategic Education Program Senior Course (ASEP-S), Executive coaching will play a supplemental role and serve as a continuation of the coaching relationship established in ASEP-A. The executive coaching program is built around a civilian Executive Coaching organization for privacy, where the flow of information is limited to only the General Officer and the Executive Coach. If the General Officer perceives that this data and interaction with the coach will be used for assignment selection or promotion, the effectiveness of the program will suffer. The intent of interaction with this coach is meant to be longitudinal in that the same Executive Coach or Executive Coaching team stays with the General throughout the remainder of her or his career, with professional performance enhancement as the primary goal.

2. Scope Executive Coaching will be incorporated as an integral part of the ASEP-A course, and continue in via secure web based interactions, telephonic, and when possible face to face interactions, through the officers selection for attendance to the ASEP-S course where a limited interaction between coach and student will take place. The contractor will do its part to ensure that the coaching relationship continues through the completion of a General Officers Career and in support of the GO-R program. Improved self-awareness, self-mastery, and self-control for the coaching recipient are the pre-eminent goals throughout the course of the interaction between coach and student.

This includes improved decision-making, improvement in such areas as the ability to focus, the power of positive thinking, resisting the allure of power and avoiding the psychological effects of stress and pressure that manifests in some through increased risk-taking behaviors. One's improved self-control/self-mastery can be achieved is intertwined with the requirement to improve self-awareness and the importance of peer-accountability.

3. Instructor Qualifications

3.1. The overall program, and education delivered through executive coaching must be provided by an Executive Coaching organization that must be U.S. owned (or in the case of a non-profit organization, U.S. registered and domiciled in the U.S) and operated in the U.S. Confidential participant information must be maintained on Continental United States (CONUS) computer servers.

3.2. The Department of the Army, USAWC, and the ASEP Office requires that the selected Executive Coaching Organization be capable to facilitate development and execution of a comprehensive Executive Coaching program. All coaches interacting with General Officers must have completed an Accredited Coach Training Program (ACTP) be certified by the International Coaching Federation (ICF).

3.3. The Executive Coaching Organization must have the ability to provide a wide array of pre and post engagement assessments to the individual receiving coaching assessments; evidence of this capability must be presented by way of examples of previous contractual work of the sort being sought, references from organizations the contractor has provided this service to previously.

3.3. The Executive Coaching Organization must adhere to the relevant standards of the American Psychological Association (APA) regarding ethics in coaching and confidentiality of data. Evidence of this must be provided to AWC/ASEP in writing and notarized by the APA,that the contractor does in fact adhere to the aforementioned standards.

3.4. The privacy of all interaction between the individual General Officer and assigned Executive Coach is paramount. The Department of the Army has no expectation that the result of any assessments or personal engagements conducted by the Executive Coaching provider will be shared with any individual, organization external to the Executive Coaching provider, or any element of the Departments of the Army or Defense, including the General Officers chain of command. Any exceptions will reside solely with the General Officer receiving Executive Coaching services, or within established professional ethical and legal norms common by which the Executive Coaching provider is governed. Proof of the ability to ensure privacy must be provided in writing to AWC/ASEP from organizations and individuals with whom the contractor has previously provided executive coaching services to.

3.5 The Executive Coaching Organization must, at the time of proposal, have existing contractual relationships with an adequate number of skilled coaches to support this work both initially and as it grows. The existence of said contractual relationship must be provided in writing and notarized and presented to AWC/ASEP. For consistency of experience among the GOs, these coaches must operate on a shared coaching model, and the Executive Coaching Organization will describe their model in the proposal.

3.6 The Executive Coaching Organization must, at the time of proposal, have a documented and practiced approach to the recruitment, hiring, on-boarding and continuing evaluation of their coaches. Evidence of this capability must be provided in writing and notarized and presented to AWC/ASEP

3.7 The Executive Coaching Organization must, at the time of proposal, have a documented and practiced process, including appropriate software, for ease of management of the entire Executive Coaching initiative. This will include the ability for an approved representative of ASEP/AWC to access the system remotely to determine the status of participants (completion of assessments, coaching session completed, etc.) Under no circumstances will the approved representative of ASEP/AWC have access to confidential information such as assessment data. Proof of this capability will be provided via demonstration to AWC/ASEP personnel (at either Carlisle Barracks or the executive coaching contractors location), and in writing from organizations or individuals with whom the contractor has previously provided executive coaching services to

3.8 Given the dispersion of Army General Officers around the globe, it is strongly desired that the Executive coaching organization be U.S. based, but possess a global reach (i.e., offices around the world) that can facilitate follow on assessments and face to face engagements as required. This does not exclude the use of Secure Skype or VTC being acceptable means of facilitating and conducting executive coaching sessions. The presence of global locations enhances the options for the recipient of executive coaching and in some cases will better support said individual. The contractor must provide the location, email address, phone numbers and points of contact for all of its supporting offices overseas to AWC/ASEP. Global offices will be suited to support US Military Geographic Combatant Commands (GCCs) where possible and reside in countries partnered with the U.S. in the context of Global Strategic or Regional security and economic interest. Examples:

a. EUCOM/AFRICOM/SOCOM: Offices located in any of the NATO countries on continental Europe.

b. INDO-PACIFIC COMMAND/SOCOM: Japan, South Korea, India, Australia, New Zealand, Vietnam or Thailand

c. SOUTHCOM, SOCOM, and CENTCOM: Stateside/CONUS locations are sufficient to support these GCCs. (***Note: SOCOM is purposely listed in all three of these sub-categories given the persistent presence of this element globally)

3.9. The Executive Coaching organization must demonstrate that is has an established record of success in facilitating the professional and personal growth of senior executives and leaders, leading to improved performance. Written testimonials by organizations and individuals with whom the contractor has previously provided executive coaching services to must be provided to AWC/ASEP.

3.10. The Executive Coaches must have extensive experience working with senior executives and leaders towards specific professional goals. Experience with projects of similar scope and scale is a requirement. Specifically, experience with coaching a large number of leaders from the same organization at the same time is required. These will include career transition, interpersonal and professional communication, performance management, organisational effectiveness, managing career and personal changes, developing executive presence, enhancing strategic thinking, dealing effectively with conflict, and building an effective team within an organization. Written testimonials by organizations and individuals with whom the contractor has previously provided executive coaching services to must be provided to

AWC/ASEP.

4. Tasks

4.1. Develop a program to provide Executive Coaching to selected students/Army General Officers in support of the GO-R program.

4.2. Develop a plan for initial assessments of those student/officers identified by the ASEP office, prior to the initial face to face interaction or engagement with the Executive Coach.

a. Administer a web based assessment such as the Hogan or EQI to those officers identified by the ASEP office to receive EC. This must take place on a secure server operated by the coaching provider. Secure Skype and or VTC are acceptable means of facilitating and conducting executive coaching sessions, when face to face engagements prove challenging.

b. After the web based assessment, Executive Coach makes initial telephonic contact with coaching subject prior to initial face to face interaction or engagement.

c. Executive coaches will work with the individual towards specific professional and personal goals. This will facilitate the individual GOs professional and personal growth, which leads to improved leadership and organizational performance. These include enhancing strategic thinking and leadership, executive presence, professional and interpersonal communication, individual and personal performance management, emotional intelligence, dealing effectively with conflict, building an effective team within an organization, and managing career and personal changes.

4.3. Develop an initial, face to face engagement plan not to exceed 3 hours which will be conducted during week 2 of the ASEP-A course. Adequate number of coaches must be available to travel to the ASEP-A course and meet with the coaching subject.

4.4. Develop a post ASEP-A course engagement plan that will be primarily web based via a secure portal on the Coaching organizations website. Telephonic or face to face post course engagements are also acceptable if the student and Executive Coach are in agreement. AWC ASEP will fund the post course engagements.

4.5. Develop a face to face engagement plan not to exceed 1 hour which will be conducted during the ASEP-S course, as agreed upon by the Executive Coach and the coaching recipient.

5. Quality Control The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which to assure that the work complies with the requirement of the contract. As a minimum, the contractor shall develop quality control procedures that address the areas identified in the “Performance Requirements Summary”. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system. The QC Plan is due 30 days after contract award.

6. Quality Assurance The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

7. Deliverables

Requirement Date Due

4.1. Develop a program to provide

Executive Coaching to selected students/Army General Officers in support of the GO-R program.

Annual; modified as needed for each course or as feedback is received

4.2. Develop a plan for initial

assessments of those student/officers identified by the ASEP office, prior to the initial face to face interaction or engagement with the Executive Coach.

Annual; (2 x ASEP-A and 1 x ASEP-S course). Inform AWC ASEP as to the assessment types being used NLT 2-3 weeks before each course as applicable

4.2a. Administer a web based assessment such as the Hogan or EQI to those officers identified by the ASEP office to receive EC. This must take place on a secure server operated by the coaching provider.

4.2b. After the web based assessment, Executive Coach makes initial telephonic contact with coaching subject prior to initial face to face interaction or engagement

Annual; (2 x ASEP-A and 1 x ASEP-S course). Inform AWC ASEP as to the assessment types being used NLT 2-3 weeks before each course as applicable

4.3. Develop an initial, face to face

engagement plan not to exceed 3 hours which will be conducted during week 2 of the ASEP-A course. Adequate number of coaches must be available to travel to the ASEP-A course and meet with the coaching subject.

Annual requirement specific to ASEP-A

4.4. Develop a post ASEP-A course

engagement plan that will be primarily web based via a secure portal on the Coaching organizations website.

Telephonic or face to face post course engagements are also acceptable if the student and Executive Coach are in agreement. AWC ASEP will fund the post course engagements.

Twice yearly. One iteration for each of the two ASEP-A courses. Inform AWC ASEP on the engagement plan for each individual student, based on mutual agreement between the Executive Coach and the student.

4.5. Develop a face to face engagement

plan not to exceed 1 hour which will be

Annual and specific to ASEP-S based on the short duration of the course.

conducted during the ASEP-S course, as agreed upon by the Executive Coach and the coaching recipient.

8. CONTRACTOR MANPOWER REPORTING LANGUAGE FOR CONTRACT

PERFORMANCE WORK STATEMENTS and Related Background Information

The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the US Army War College via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address:

https://www.ecmra.mil/ .

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2013. Contractors may direct questions to the help desk by clicking on "Send an email" which is located under the Help Resources ribbon on the right side of the login page of the CMR website.

9. Place of Performance AWC courses supported with Executive Coaching in the case of the second week of ASEP-A, are conducted on a rotational basis in one of the three locations at which the second week of the course takes place. These locations are:

- The Keenan-Flagler School of Executive Education, University of North Carolina at Chapel Hill, NC.

- The Wharton School of Business, University of Pennsylvania, in Philadelphia, PA.

- The Massachusetts Institute of Technology in Boston, MA.

In the case of ASEP-S, the course is conducted in the National Capital Region utilizing facilities and lodging IAW the published government rate in the Joint Travel Regulation

(JTR)

Food, beverages, and amenities, whether from retail facilities on the sight or otherwise catered and provided in conjunction with the courseware, will be acceptable in price to conform to per diem rates.

10. Travel Travel to be performed in accordance with the JTR. Contractor will receive and utilize the government per-diem rate for lodging, air-fare, rental cars and subsistence. Travel will not exceed $15,000 for each year of the contract. Additional travel costs, if necessary, will be directed and funding provided and added to the contract as required using JTR per diem costs.

11. Courses Supported For the first year, of this contract there will be three courses with Executive Coaching integrated into the curriculum; 2 x Army Strategic Education Program-Advanced (ASEP- A__16 students per class, 32 total), and 1 x Army Strategic Education Program – Senior

(ASEP-S__6 students per class, 6 total). Additional courses will be added based on the engagement assessments conducted jointly by the organization providing the Executive Coaching, and the Army War College, Army Strategic Education Program. The Director, Army Strategic Education Program (ASEP), will confirm course dates with the contractor three months prior to the scheduled dates. The contract award will serve as notification for the first projected course date. Fiscal Year 2019 (Base Year) projected course dates are as follows:

ASEP-A 19-02: 25 February - 14 March 2019 ASEP-S 19-03: 20 – 24 May 2019 ASEP-A 19-03: 28 May - 13 June 2019

12. Anti-Terrorism (AT) /Operational Security (OPSEC)

12.1. 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 Army installations, facilities and controlled access areas 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. 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 [insert number of calendar days] calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website: https://atlevel1.dtic.mil/at.

12.2. Access and General Protection/Security Policy and Procedures. This standard language text is for contractor employees with an area of performance within an Army controlled installation, facility or area. 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 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 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 individual facility or installation change, the Government may require changes in contractor security matters or processes.

12.3. iWATCH Training. This standard language is for contractor employees with an area of performance within an Army controlled installation, facility or area. The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 30 calendar days of contract award and within YY calendar days of new employees commencing performance with the results reported to the COR NLT [insert number of calendar days] calendar days after contract award.

12.4 OPSEC Training. Per AR 530-1 Operations Security, the contractor employees must complete Level I OPSEC Awareness training https://securityawareness.usalearning.gov/opsec/ ). New employees must be trained within 30 calendar days of their reporting for duty and annually thereafter.

13. Qualifications. The Department of the Army, USAWC, and the ASEP Office requires that the selected contractor be capable to facilitate development and execution of a comprehensive Executive Coaching program. All coaches interacting with General Officers must have completed an Accredited Coach Training Program (ACTP) and be certified by the International Coaching Federation (ICF).

Under the provisions of a Low Priced Technically Accepted (LPTA) evaluation, each coach interacting with a General officer or student class, will provide hard copies of their ACTP and ICF certificates prior to the commencement of work, in order to provide proof that the aforementioned qualification skills are held by the coaches.

This is non-negotiable. Failure to provide this proof of professional qualification will result in an immediate cessation of work between the contracted organization and the Dept. of the Army, USAWC, and ASEP.

The ASEP Director, Deputy ASEP Director, and Appropriate ASEP Course Director, will personally review the ACTP and ICF accreditation documents provided by the executive coaches who interact with the General Officers receiving the coaching.

Work will cease if feedback to the Director of ASEP & Dept. of Senior Leader Development, Course Director, or COR is not conducted.

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 1 Job PWS Performance

FFP

Services Performed as stated in the PWS FOB: Destination

PURCHASE REQUEST NUMBER: 0011274413

PSC CD: U009

NET AMT

0002 1 Job Travel Costs

COST

IAW FAR 31.205-46 and as indicated in Performance Work Statement. Travel cost will be inclusive of G&A or other handling fees. This line item is NOT TO

EXCEED (NTE) $15,000.00.

FOB: Destination

ESTIMATED COST

0003 1 Job

CMR

FFP

Contractor Manpower Reporting Application According to local clause: Reporting of Contractor Services and Manpower (Included).

FOB: Destination

NET AMT

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 0002 Destination Government Destination Government 0003 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 POP 01-FEB-2019 TO

31-JAN-2020

N/A W2H6 SCH USA WAR COLLEGE

W2H6 SCH USA WAR COLLEGE

INSTALLATION PROPERTY BOOK

OFFICE

323 ENGINEER AVE CARLISLE

BARRACKS

CARLISLE PA 17013-5057

703-805-3200 FOB: Destination

W25BDX

0002 POP 01-FEB-2019 TO

31-JAN-2020

N/A (SAME AS PREVIOUS LOCATION)

0003 31-OCT-2019 1 (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.202-1 Definitions NOV 2013 52.203-3 Gratuities APR 1984 52.203-5 Covenant Against Contingent Fees MAY 2014 52.203-6 Restrictions On Subcontractor Sales To The Government SEP 2006 52.203-7 Anti-Kickback Procedures MAY 2014 52.203-8 Cancellation, Rescission, and Recovery of Funds for Illegal or

Improper Activity

MAY 2014

52.203-10 Price Or Fee Adjustment For Illegal Or Improper Activity MAY 2014 52.203-12 Limitation On Payments To Influence Certain Federal

Transactions

OCT 2010

52.203-18 Prohibition on Contracting With Entities That Require Certain Internal Confidentiality Agreements or Statements-- Representation

JAN 2017

52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements

JAN 2017

52.204-7 System for Award Management OCT 2018 52.204-8 Annual Representations and Certifications OCT 2018 52.204-10 Reporting Executive Compensation and First-Tier

Subcontract Awards

OCT 2018

52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards

OCT 2018

52.204-13 System for Award Management Maintenance OCT 2018 52.204-16 Commercial and Government Entity Code Reporting JUL 2016 52.204-17 Ownership or Control of Offeror JUL 2016 52.204-18 Commercial and Government Entity Code Maintenance JUL 2016 52.204-22 Alternative Line Item Proposal JAN 2017

52.209-6 Protecting the Government's Interest When Subcontracting With Contractors Debarred, Suspended, or Proposed for Debarment

OCT 2015

52.209-10 Prohibition on Contracting With Inverted Domestic Corporations

NOV 2015

52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law

FEB 2016

52.212-3 Alt I Offeror Representations and Certifications--Commercial Items (OCT 2018) Alternate I

OCT 2014

52.219-6 (Dev) Notice of Total Small Business Set-Aside (DEVIATION 2019-O0003).

DEC 2018

52.219-8 Utilization of Small Business Concerns OCT 2018 52.219-14 (Dev) Limitations on Subcontracting (DEVIATION 2019-O0003). DEC 2018 52.219-28 Post-Award Small Business Program Rerepresentation JUL 2013 52.222-3 Convict Labor JUN 2003 52.222-21 Prohibition Of Segregated Facilities APR 2015 52.222-26 Equal Opportunity SEP 2016 52.222-35 Equal Opportunity for Veterans OCT 2015 52.222-36 Equal Opportunity for Workers with Disabilities JUL 2014 52.222-37 Employment Reports on Veterans FEB 2016 52.222-40 Notification of Employee Rights Under the National Labor

Relations Act

DEC 2010

52.222-50 Combating Trafficking in Persons MAR 2015 52.223-6 Drug-Free Workplace MAY 2001 52.223-18 Encouraging Contractor Policies To Ban Text Messaging

While Driving

AUG 2011

52.224-3 Privacy Training JAN 2017 52.225-13 Restrictions on Certain Foreign Purchases JUN 2008 52.225-25 Prohibition on Contracting with Entities Engaging in Certain

Activities or Transactions Relating to Iran-- Representation and Certifications.

AUG 2018

52.232-17 Interest MAY 2014 52.232-23 Assignment Of Claims MAY 2014 52.232-25 Prompt Payment JAN 2017 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors

DEC 2013

52.233-1 Disputes MAY 2014 52.233-2 Service Of Protest SEP 2006 52.233-3 Alt I Protest After Award (Aug 1996) - Alternate I JUN 1985 52.242-13 Bankruptcy JUL 1995 52.252-1 Solicitation Provisions Incorporated By Reference FEB 1998 52.252-2 Clauses Incorporated By Reference FEB 1998 252.201-7000 Contracting Officer's Representative DEC 1991 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7001 Prohibition On Persons Convicted of Fraud or Other Defense- Contract-Related Felonies

DEC 2008

252.203-7002 Requirement to Inform Employees of Whistleblower Rights SEP 2013 252.203-7005 Representation Relating to Compensation of Former DoD

Officials

NOV 2011

252.204-7000 Disclosure Of Information OCT 2016 252.204-7000 Disclosure Of Information OCT 2016 252.204-7007 Alternate A, Annual Representations and Certifications JAN 2015

252.204-7008 Compliance With Safeguarding Covered Defense Information Controls

OCT 2016

252.225-7012 Preference For Certain Domestic Commodities DEC 2017 252.225-7048 Export-Controlled Items JUN 2013 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.232-7010 Levies on Contract Payments DEC 2006 252.243-7001 Pricing Of Contract Modifications DEC 1991

CLAUSES INCORPORATED BY FULL TEXT

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC

2014)

The Contractor's representations and certifications, including those completed electronically via the System for Award Management (SAM), are incorporated by reference into the contract.

(End of clause)

ADDENDUM TO 52.212-1

INSTRUCTIONS TO QUOTERS – COMMERCIAL ITEMS (OCT 2015)

A. Instructions to Quoters.

1. Quotes shall be submitted via email to Contract Specialist Bethany Flynn at bethany.l.flynn.civ@mail.mil and Contracting Officer Larry Brown, larry.l.brown9.civ@mail.mil prior to 15 Jan 2019 at 7:30 a.m. EST. Contractors shall confirm receipt of all quote submittals. Upon receipt of electronic submissions, the Contract Specialist will acknowledge the quotes were received with a confirmation email; however, time is based on actual quote receipt not on confirmation email. It is the responsibility of the quoter to ensure electronic submissions were properly sent and a confirmation email is received.

1. Electronic submissions via email is the only acceptable form of quote submission.

Faxed submissions will not be accepted.

2. The sole point of contact responsible for supplying additional information and answering all inquiries is the Contract Specialist. Address all questions or concerns the quoter may have to the Contract Specialist Bethany Flynn at bethany.l.flynn.civ@mail.mil and Contracting Officer Larry Brown, larry.l.brown9.civ@mail.mil. All questions regarding this solicitation shall be submitted in writing via email no later than 9 Jan 2019, 2 p.m. EST. Questions received after this time may not receive responses.

B. General Instructions

1. The selection of a source for award purposes will be conducted utilizing source selection procedures as delineated in FAR Part 12 (Acquisition of Commercial Items) and FAR Part 13 (Simplified Acquisition Procedures). Quotes will be evaluated using the criteria under FAR Clause 52.212-2 (Evaluation-Commercial Items) with Addendum.

2. The Quote. The submission of the documentation specified below will constitute the quoter’s acceptance of the terms and conditions of the RFQ, concurrence with the Performance Work Statement (PWS), and contract type. Non-concurrence with any portion of the terms and conditions, PWS, or contract type must be clearly stated in the submission package.

3. Instructions outlined in the Quote Preparation Instructions below prescribe the format for the quote and describe the approach for the development and presentation of quote data. These instructions are designed to ensure the submission of necessary information to provide for the understanding and comprehensive evaluation of quotes. It is the Government’s intention to award without discussions. Quoters are encouraged to present their best Technical, Past Performance, and prices in their initial quote submission.

4. If a quoter believes the requirements in these instructions contain an error, an ambiguity, omission, or are otherwise deemed unsound, the quoter shall immediately notify the Contract Specialist and Contracting Officer in writing with supporting rationale.

5. In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful quotes. Unless the quoter requests otherwise, the Government will destroy extra copies of such unsuccessful quotes.

C. Quote Preparation Instructions

Quoters are required to submit a completed solicitation (including acknowledgment of Amendments). All final monetary extensions shall be in whole dollars only. Failure to follow the Quote Preparation Instructions may cause your quote to be deemed unacceptable by the Government.

1. Quotes shall consist of three (3) separately tabbed volumes:

Volume 1: General (see description of Volume 1 contents below).

Volume 2 Tab 1: Technical and Volume 2 Tab 2: Past Performance.

Volume 3: Price.

Quoters shall submit their quote IAW the below.

D. Quote Submission Format and Content

Volume 1:

General

The General section shall include all other information to include acknowledgement(s) and signed Amendment(s), Representation & Certifications, Exceptions, and any other information not applicable to Volume 2 or 3.

Volume 2, Tab 1 Factor 1: Technical

(1) The Technical Volume shall be clear, concise, and include sufficient detail for effective evaluation and for substantiating the validity of stated claims in the Quote. Legibility, clarity and coherence are very important. Quoters shall assume that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the quotation.

(2) The Technical submission will be evaluated against the Technical Factors of this solicitation.

The Government will base its evaluation on the information presented in the Technical submission. Contractors shall detail all of their experience and capabilities.

(3) The Technical submission should be prepared in a format consistent with the PWS and the evaluation criteria set forth in this solicitation. The Technical submission should be sufficiently specific, detailed, and complete to clearly and fully demonstrate understanding of the proposed work and the goals stated in the PWS.

Technical volume shall address all of the following factors and shall follow the general outline as given in 52.212-2.

(End of provision)

212-2 - Evaluation – Executive Coaching in support of the Army Strategic Education Program (DEC 2018)

EVALUATION FACTORS FOR AWARD

a. Basis for Purchase Order Award. The Government intends to award a Purchase Order resulting from this solicitation to the responsible quoter whose quote conforming to the solicitation will be most advantageous to the Government, price and other factors considered, conducted in accordance with Federal Acquisition Regulation (FAR) 13, Simplified Acquisition Procedures, as supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS), and the Army Federal Acquisition Regulation Supplement (AFARS). Award will be made to the quoter deemed responsible in accordance with the Federal Acquisition Regulation (FAR), whose quote conforms to the solicitation requirements, and whose quote, judged by an overall assessment of the evaluation criteria and other considerations specified in this solicitation, representing trade-offs most advantageous to the Government.

b. The Government intends to an award using a trade-off analysis as a result of this solicitation. The Government intends to evaluate quotes and award a Purchase Order without discussions with quoters. The Government may request additional oral or written information from one or more quoters, but not necessarily from all quoters.

Therefore, the quoters initial quote should contain the quoters best terms from a cost or price and technical standpoint.

c. Evaluation Criteria. This procurement is being conducted under FAR Part 13 Simplified Acquisition Procedures.

The Evaluation criteria consists of 3 factors (Technical, Past Performance, and Price). The quote submission will be evaluated under these three (3) evaluation factors. Technical and Past Performance Factors are approximately of equal importance. All Technical Subfactors are approximately of equal importance All evaluation factors other than cost or price, when combined, are significantly more important than cost or price.

FACTOR 1: TECHNICAL RELEVANCE to USAWC ASEP Executive Coaching Program;

Instructor/Service Provider Technical Qualifications.

Subfactor 1: The overall program, and education delivered through executive coaching must be provided by an Executive Coaching organization that must be U.S. owned (or in the case of a non-profit organization, U.S.

registered and domiciled in the U.S) and operated in the U.S. Confidential participant information must be maintained on Continental United States (CONUS) computer servers.

Subfactor 2: The Department of the Army, USAWC, and the ASEP Office requires that the selected Executive Coaching Organization be capable to facilitate development and execution of a comprehensive Executive Coaching program. All coaches interacting with General Officers must have completed an Accredited Coach Training Program (ACTP) be certified by the International Coaching Federation (ICF).

Subfactor 3: The Executive Coaching Organization must have the ability to provide a wide array of pre and post engagement assessments to the individual receiving coaching assessments; evidence of this capability must be presented by way of examples of previous contractual work of the sort being sought, references from organizations the contractor has provided this service to previously.

a. Develop a plan for initial assessments of those student/officers identified by the ASEP office, prior to the initial face to face interaction or engagement with the Executive Coach.

b. Administer a web based assessment such as the Hogan or EQI to those officers identified by the ASEP office to receive EC. This must take place on a secure server operated by the coaching provider.

Secure Skype and or VTC are acceptable means of facilitating and conducting executive coaching sessions, when face to face engagements prove challenging.

c. After the web based assessment, Executive Coach makes initial telephonic contact with coaching subject prior to initial face to face interaction or engagement.

d. Executive coaches will work with the individual towards specific professional and personal goals. This will facilitate the individual GOs professional and personal growth, which leads to improved leadership and organizational performance. These include enhancing strategic thinking and leadership, executive presence, professional and interpersonal communication, individual, and personal performance management, emotional intelligence, dealing effectively with conflict, building an effective team within an organization, and managing career and personal changes.

Subfactor 4: The Executive Coaching Organization must adhere to the relevant standards of the American Psychological Association (APA) regarding ethics in coaching and confidentiality of data. Evidence of this must be provided to AWC/ASEP in writing and notarized by the APA that the contractor does in fact adhere to the aforementioned standards.

Subfactor 5: The privacy of all interaction between the individual General Officer and assigned Executive Coach is paramount. The Department of the Army has no expectation that the result of any assessments or personal engagements conducted by the Executive Coaching provider will be shared with any individual, organization external to the Executive Coaching provider, or any element of the Departments of the Army or Defense, including the General Officers chain of command. Any exceptions will reside solely with the General Officer receiving Executive Coaching services, or within established professional ethical and legal norms common by which the Executive Coaching provider is governed. Proof of the ability to ensure privacy must be provided in writing to AWC/ASEP from organizations and individuals with whom the contractor has previously provided executive coaching services to.

Subfactor 6: The Executive Coaching Organization must, at the time of proposal, have existing contractual relationships with an adequate number of skilled coaches to support this work both initially and as it grows.

The existence of said contractual relationship must be provided in writing and notarized and presented to AWC/ASEP. For consistency of experience among the GOs, these coaches must operate on a shared coaching model, and the Executive Coaching Organization will describe their model in the proposal.

Subfactor 7: The Executive Coaching Organization must, at the time of proposal, have a documented and practiced approach to the recruitment, hiring, on-boarding and continuing evaluation of their coaches. Evidence of this capability must be provided in writing and notarized and presented to AWC/ASEP Subfactor 8: The Executive Coaching Organization must, at the time of proposal, have a documented and practiced process, including appropriate software, for ease of management of the entire Executive Coaching initiative. This will include the ability for an approved representative of ASEP/AWC to access the system remotely to determine the status of participants (completion of assessments, coaching session completed, etc.) Under no circumstances will the approved representative of ASEP/AWC have access to confidential information such as assessment data. Proof of this capability will be provided via demonstration to AWC/ASEP personnel (at either Carlisle Barracks or the executive coaching contractors location), and in writing from organizations or individuals with whom the contractor has previously provided executive coaching services to Subfactor 9: Given the dispersion of Army General Officers around the globe, it is strongly desired that the Executive coaching organization be U.S. based, but possess a global reach (i.e., offices around the world) that can facilitate follow on assessments and face to face engagements as required. This does not exclude the use of Secure Skype or VTC being acceptable means of facilitating and conducting executive coaching sessions. The presence of global locations enhances the options for the recipient of executive coaching and in some cases will better support said individual. The contractor must provide the location, email address, phone numbers and points of contact for all of its supporting offices overseas to AWC/ASEP. Global offices will be suited to support US Military Geographic Combatant Commands (GCCs) where possible and reside in countries partnered with the U.S. in the context of Global Strategic or Regional security and economic interest. Examples:

a. EUCOM/AFRICOM/SOCOM: Offices located in any of the NATO countries on continental Europe.

b. INDO-PACIFIC COMMAND/SOCOM: Japan, South Korea, India, Australia, New Zealand, Vietnam or Thailand

c. SOUTHCOM, SOCOM, and CENTCOM: Stateside/CONUS locations are sufficient to support these GCCs. (***Note: SOCOM is purposely listed in all three of these sub-categories given the persistent presence of this element globally)

Each Quote/Technical submission will receive a Combined Technical/Risk Rating below. The Technical subfactor ratings will be used to determine an overall rating for the Technical factor.

Adjectival Rating Description

Outstanding Quote indicates an exceptional approach and understanding of the requirements, and contains multiple strengths (in excess of 4), including a demonstrated ability to execute the task, and risk of unsuccessful performance is low.

Good Quote indicates a thorough approach and understanding of the requirements and contains at least three strengths, and risk of unsuccessful performance is low to moderate.

Acceptable Quote meets requirements and indicates an adequate approach and understanding of the requirements, and risk of unsuccessful performance is no worse than moderate.

Marginal Quote meets requirements and indicates an adequate approach and understanding of the requirements, contains at least one strength and risk of unsuccessful performance is no worse than moderate.

DEFINITIONS:

Strength: An aspect of a quote that appreciably decreases the risk of unsuccessful award performance or that represents a significant benefit to the Government. Some examples of strengths include ability to conduct provide global Exec Coaching, demonstrated adherence to the standards of the American Psychological Association (APA) regarding ethics in coaching and confidentiality of data, possess existing contractual relationships with an adequate number of skilled coaches to support this effort. The included examples is not an exhaustive list and in no way limits the Governments rights to consider any and all Strengths it determines are of significant benefit or appreciably decrease risk.

Weakness: A flaw in the quote that increases the risk of unsuccessful award performance. A “significant weakness” in the quote is a flaw that appreciably increases the risk of unsuccessful award performance.

Deficiency: A material failure of a quote to meet a Government requirement or a combination of significant weaknesses in a quote that increases the risk of unsuccessful award performance to an unacceptable level. Examples of deficiencies include a statement by the quoter that “I cannot or will not” meet a requirement, an approach that clearly does not meet a requirement, or omission of data required to assess compliance with the requirement.

Uncertainty: Any aspect of the quote for which the intent of the quoter is unclear because there may be more than one way to interpret the quote or because inconsistencies in the quote indicate that there may be an error, omission or mistake. There is a direct correlation between risk and uncertainty. Examples include a mistake in calculation or measurement and contradictory statements.

Reasonableness: A price is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business.

Completeness/Accuracy: The quote submission is in compliance with the instructions in the solicitation.

FACTOR 2: PAST PERFORMANCE

There are three aspects to the past performance evaluation: Recency, Relevancy (including context of data), and Quality (including general trends in contractor performance and source of information).

Recency. The first is to evaluate the recency of the quoter’s past performance. Recency is generally expressed as a time period during which past performance references are considered relevant, and is critical to establishing the relevancy of past performance information. Recency Assessment. An assessment of the past performance information will be made to determine if it is recent. To be recent, the effort must be ongoing or must have been performed during the past three (3) years from the date of issuance of this solicitation. Past performance information that fails this condition will not be evaluated.

Relevancy. The second is to determine how relevant a recent effort accomplished by the quoter is to the effort to be acquired through this solicitation. Common aspects of relevancy include, but are not limited to, the following:

similarity of product/service/support,…