PRESOL | U | Design, Development, and Implementation of course materials for a five-day Career Enrichment Course

FBO DAILY ISSUE OF JULY 31, 2011 FBO #3536
SOLICITATION NOTICE

U -- Design, Development, and Implementation of course materials for a five-day Career Enrichment Course

Notice Date: 7/29/2011
Notice Type: Combined Synopsis/Solicitation
NAICS: 611430 — Professional and Management Development Training
Contracting Office: Department of Homeland Security, United States Coast Guard (USCG), Commandant (CG-912), U.S. Coast Guard Headquarters, U.S. Coast Guard Headquarters (CG-912), 1900 Half Street, SW, Washington, District of Columbia, 20593-0001
ZIP Code: 20593-0001
Solicitation Number: HSCG23-11-Q-DTW020
Archive Date: 9/3/2011
Point of Contact: Tracey Harriot, Phone: 202-475-3198, Robert Mann-Thompson, Phone: 202-475-3252
E-Mail Address: tracey.harriot@uscg.mil, Robert.A.Mann-Thompson@uscg.mil
(tracey.harriot@uscg.mil, Robert.A.Mann-Thompson@uscg.mil)
Small Business Set-Aside: Service-Disabled Veteran-Owned Small Business
Description: This acquisition is being issued in accordance with FAR Subpart 13.5. This is a combined synopsis/ solicitation for commercial services prepared in accordance with the format in FAR 12.6 as supplemented with additional information included in the notice. This announcement constitutes the only solicitation; quotations are being requested and a written solicitation will not be issued. The United States Coast Guard (USCG) will award a single Firm Fixed-Price type contract with a period of performance of one year with four one-year option periods. The solicitation number is HSCG23-11-Q-DTW020 and is being issued as a Request for Quotation (RFQ). This solicitation is being issued as a set-aside for service-disabled veteran-owned small businesses. The North American Industry Classification Systems (NAICS) code for this requirement is 611430 with a size standard of $7 million in annual receipts. The solicitation document, and the incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-52. <br> The U.S. Coast Guard (USCG) intends to acquire contractor services for the design, development, and instruction of a five-day Career Enrichment Course in accordance with the attached Performance Work Statement. A Firm Fixed-Price contract will be issued. The following FAR, HSAR, and CG-912 provisions and clauses as well as addenda apply to this acquisition and are incorporated by reference or in full text: FAR 52.212-1, Instructions to Offerors - Commercial Items (June 2008) supplemented as follows: QUOTE SUBMISSION DEADLINE: Offerors shall submit an electronic version of the quote in Adobe.pdf format by 2:00pm Friday, August 19, 2011 via email to Tracey.Harriot@uscg.mil. Any questions should be emailed no later than 12:00 pm ET on Friday, August 5, 2011. Additional solicitation requirements, terms and conditions, are as follows and shall be submitted with your response: (1) The solicitation number; (2) The name, address, and telephone number of the offeror; (3) A technical description of the services being offered in sufficient detail to evaluate compliance with the requirements in the solicitation and Statement of Work; (4) Past performance references; (5) Completed pricing spreadsheet; (6) Terms of any express warranty; (7) Price, availability and any discount terms; (8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.211-3(j) for those representations and certifications that the offeror shall complete electronically); (9) Acknowledgement of Solicitation Amendments; (10) Company Tax Information Number and DUNS Number. FAR 52.212-2, Evaluation - Commercial Items (Jan 1999) supplemented as follows: This is a lowest price technically acceptable acquisition. The USCG intends to award a Task Order resulting from this quote solicitation to the responsible offeror whose offer is most advantageous to the Government. The USCG will evaluate the quotations that meet the requirements of the solicitation against the following evaluation criteria: i. Technical Acceptability: Vendors must submit documentation that demonstrates how they will comply with the attached Statement of Work; the Government will evaluate each vendor's compliance with the Statement of Work to determine acceptability. ii. Lowest Price: The Government will evaluate the total overall price to determine accuracy, completeness, and reasonableness.. Pricing Schedule CLIN 0001 Career Enrichment Course (QTY 2) $__________ CLIN 0002 Option Year 1: Career Enrichment Course (QTY 2) $__________ CLIN 0003 Option Year 2: Career Enrichment Course (QTY 2) $__________ CLIN 0004 Option Year 3: Career Enrichment Course (QTY 2) $__________ CLIN 0005 Option Year 4: Career Enrichment Course (QTY 2) $__________ Proposals that are determined to be technically unacceptable may not be considered further for award. Of the quotations that are found technically acceptable, the government will select the lowest-priced quotation for award. FAR 52.212-3, Offeror Representations and Certifications - Commercial Items (June 2008) FAR 52.212-4, Contract Terms and Conditions- Commercial Items (June 2010) FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Items (July 2010). Clause 52.212-5 further incorporates the following: 52.203-6 Alt 1 (Oct 1995), 52.204-10 (July 2010), 52.209-6 (Dec 2010),, 52.219-8 (May 2004), 52.219-27 (May 2004), 52.219-28 (April 2009), 52.222-3 (June 2003), 52.222-19 (July 2010), 52.222-21 (Feb. 1999), 52.222-26 (Mar 2007), 52.222-35 (Sept 2006), 52.222-36 (Jun 1998), 52.222.37 (Sept 2006), 52.222-40 (Dec 2010), 52.222-41 (Nov 2007), 52.222-42 (May 1989), 52.222-43 (Sept 2009), 52.222-50 (Feb 2009), 52.222-54 (Jan 2009), 52.223-18 (Sept 2010), 52.225-13 (June 2008), 52.232-33 (Oct 2003) and 52.239-1 (Aug 1996). FAR 52.217-8, Evaluation of Options (July 1990) FAR 52.233-2 Service Of Protest (Sept 2006) (a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from the Contracting Officer. (b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO. The following Homeland Security Acquisition Regulation (HSAR) provisions and clauses apply to this acquisition: 3052.209-70, Prohibition on Contracts with Corporate Expatriates (June 2006) (a) Prohibitions. Section 835 of the Homeland Security Act, 6 U.S.C. 395, prohibits the Department of Homeland Security from entering into any contract with a foreign incorporated entity which is treated as an inverted domestic corporation as defined in this clause, or with any subsidiary of such an entity. The Secretary shall waive the prohibition with respect to any specific contract if the Secretary determines that the waiver is required in the interest of national security. (b) Definitions. As used in this clause: Expanded Affiliated Group means an affiliated group as defined in section 1504(a) of the Internal Revenue Code of 1986 (without regard to section 1504(b) of such Code), except that section 1504 of such Code shall be applied by substituting `more than 50 percent' for `at least 80 percent' each place it appears. Foreign Incorporated Entity means any entity which is, or but for subsection (b) of section 835 of the Homeland Security Act, 6 U.S.C. 395, would be, treated as a foreign corporation for purposes of the Internal Revenue Code of 1986. Inverted Domestic Corporation. A foreign incorporated entity shall be treated as an inverted domestic corporation if, pursuant to a plan (or a series of related transactions)- (1) The entity completes the direct or indirect acquisition of substantially all of the properties held directly or indirectly by a domestic corporation or substantially all of the properties constituting a trade or business of a domestic partnership; (2) After the acquisition at least 80 percent of the stock (by vote or value) of the entity is held- (i) In the case of an acquisition with respect to a domestic corporation, by former shareholders of the domestic corporation by reason of holding stock in the domestic corporation; or (ii) In the case of an acquisition with respect to a domestic partnership, by former partners of the domestic partnership by reason of holding a capital or profits interest in the domestic partnership; and (3) The expanded affiliated group which after the acquisition includes the entity does not have substantial business activities in the foreign country in which or under the law of which the entity is created or organized when compared to the total business activities of such expanded affiliated group. Person, domestic, and foreign have the meanings given such terms by paragraphs (1), (4), and (5) of section 7701(a) of the Internal Revenue Code of 1986, respectively. (c) Special rules. The following definitions and special rules shall apply when determining whether a foreign incorporated entity should be treated as an inverted domestic corporation. (1) Certain Stock Disregarded. For the purpose of treating a foreign incorporated entity as an inverted domestic corporation these shall not be taken into account in determining ownership: (i) Stock held by members of the expanded affiliated group which includes the foreign incorporated entity; or (ii) stock of such entity which is sold in a public offering related to the acquisition described in subsection (b)(1) of Section 835 of the Homeland Security Act, 6 U.S.C. 395(b)(1). (2) Plan Deemed In Certain Cases. If a foreign incorporated entity acquires directly or indirectly substantially all of the properties of a domestic corporation or partnership during the 4-year period beginning on the date which is 2 years before the ownership requirements of subsection (b)(2) are met, such actions shall be treated as pursuant to a plan. (3) Certain Transfers Disregarded. The transfer of properties or liabilities (including by contribution or distribution) shall be disregarded if such transfers are part of a plan a principal purpose of which is to avoid the purposes of this section. (d) Special Rule for Related Partnerships. For purposes of applying section 835(b) of the Homeland Security Act, 6 U.S.C. 395(b) to the acquisition of a domestic partnership, except as provided in regulations, all domestic partnerships which are under common control (within the meaning of section 482 of the Internal Revenue Code of 1986) shall be treated as a partnership. (e) Treatment of Certain Rights. (1) Certain rights shall be treated as stocks to the extent necessary to reflect the present value of all equitable interests incident to the transaction, as follows: (i) warrants; (ii) options; (iii) contracts to acquire stock; (iv) convertible debt instruments; and (v) others similar interests. (2) Rights labeled as stocks shall not be treated as stocks whenever it is deemed appropriate to do so to reflect the present value of the transaction or to disregard transactions whose recognition would defeat the purpose of Section 835. (f) Disclosure. The offeror under this solicitation represents that [Check one]: __ it is not a foreign incorporated entity that should be treated as an inverted domestic corporation pursuant to the criteria of (HSAR) 48 CFR 3009.104-70 through 3009.104-73; __ it is a foreign incorporated entity that should be treated as an inverted domestic corporation pursuant to the criteria of (HSAR) 48 CFR 3009.104-70 through 3009.104-73, but it has submitted a request for waiver pursuant to 3009.104-74, which has not been denied; or __ it is a foreign incorporated entity that should be treated as an inverted domestic corporation pursuant to the criteria of (HSAR) 48 CFR 3009.104-70 through 3009.104-73, but it plans to submit a request for waiver pursuant to 3009.104-74. (g) A copy of the approved waiver, if a waiver has already been granted, or the waiver request, if a waiver has been applied for, shall be attached to the bid or quotation. (End of provision) CG 912 Clauses - Organizational Conflicts Of Interest for Contracts Awarded By the U.S. Coast Guard Office of Contract Operations (a) The contractor warrants that to the best of its knowledge and belief, and except as otherwise disclosed, he or she does not have any organizational conflict of interest, which is defined as a situation in which the nature of work under a government contract and a contractor's organizational, financial, contractual or other interests are such that: (1) Award of the contract may result in an unfair competitive advantage; or (2) The contractor's objectivity in performing the contract work is or might be otherwise impaired. (b) The contractor agrees that if after award he or she discovers an actual or apparent organizational conflict of interest with respect to this contract, he or she shall make an immediate and full disclosure in writing to the contracting officer which shall include a description of the action which the contractor has taken or intends to take to eliminate or neutralize the conflict. The government may, however, terminate the contract for the convenience of the government if it would be in the best interest of the government. (c) In the event the contractor was aware of an organizational conflict of interest before the award of this contract and intentionally did not disclose the conflict to the contracting officer, the government may terminate the contract for default. (d) The provisions of this clause shall be included in all subcontracts and consulting agreement wherein the work to be performed is similar to the service provided to the Government by the prime contractor. The contractor shall include in such subcontracts and consulting agreements any necessary provisions to eliminate or neutralize organizational conflicts of interest. (End of Addendum) COMMANDANT CG-9121(WS) U.S. COAST GUARD 2100 2ND Street, SW STOP 7112 Washington, DC 20593-7112 NOTICE FOR FILING AGENCY PROTESTS It is the policy of the United States Coast Guard (USCG) to issue solicitations and make contract awards in a fair and timely manner. The Ombudsman Program for Agency Protests (OPAP) was established to investigate agency protest issues and resolve them without expensive and time-consuming litigation. OPAP is an independent reviewing authority that is empowered to grant a prevailing protester essentially the same relief as the Government Accountability Office (GAO). Interested parties are encouraged to seek resolution of their concerns within the USCG as an Alternative Dispute Resolution (ADR) forum, rather than filing a protest with the GAO or some external forum. Interested parties may seek resolution of their concerns informally or opt to file a formal agency protest with the contracting officer or Ombudsman. Informal forum with the Ombudsman. Interested parties who believe a specific USCG procurement is unfair or otherwise defective should first direct their concerns to the cognizant contracting officer. If the contracting officer is unable to satisfy the concerns, the interested party is encouraged to contact the USCG Ombudsman for Agency Protests. Under this informal process, the agency is not required to suspend contract award performance. Use of an informal forum does not suspend any time requirement for filing a protest with the agency or other forum. In order to ensure a timely response, interested parties should provide the following information to the Ombudsman: solicitation/contract number, contracting office, contracting officer, and solicitation closing date (if applicable). Formal Agency Protest with the Ombudsman. Prior to submitting a formal agency protest, protesters must first use their best efforts to resolve their concerns with the contracting officer through open and frank discussions. If the protester's concerns are unresolved, an independent review is available by the Ombudsman. The protester may file a formal agency protest to either the contracting officer or as an alternative to that, the Ombudsman under the OPAP program. Contract award or performance will be suspended during the protest period unless contract award or performance is justified, in writing, for urgent and compelling reasons or is determined in writing to be in the best interest of the Government. The agency's goal is to resolve protests in less than 35 calendar days from the date of filing. Protests shall include the information set forth in FAR 33.103. If the protester fails to submit the required information, resolution of the protest may be delayed or the protest may be dismissed. This will not preclude re-filing of the protest to meet the requirement. To be timely, protests must be filed within the period specified in FAR 33.103(e). Formal protests filed under the OPAP program should be submitted to: Department of Homeland Security United States Coast Guard (CG-9131) Ombudsman Program for Agency Protests 1900 Half Street, SW, Room 11-0602 Washington, D. C. 20593-0001 FAX: 202.475.3904 The Ombudsman Hotline telephone number is 202.372.3695. CONTRACTOR TRAINING SUPPORT SERVICES FOR THE U.S. COAST GUARD OFFICE OF LEADERSHIP AND PROFESSIONAL DEVELOPMENT PERFORMANCE WORK STATEMENT 1.0 GENERAL. 1.1 Scope. The purpose of this task order under is to obtain Contractor training support services for the U.S. Coast Guard (USCG) Office of Leadership and Professional Development, CG-133. Specifically, Contractor tasks shall include: design, development, and implementation of course materials for a five (5) day Career Enrichment Course (Course Code 500906) with an estimated class size of 30 students. Two (2) classes will be held annually at USCG Training Center (TRACEN) in Yorktown, Virginia. 1.2 BACKGROUND. The Career Enrichment Course is training that has a direct impact on leadership and professional development for a Federal employee. The Career Enrichment Course will provide employees in career-limited positions, GS 3-10 and Wage Schedule equivalents, with an increased awareness of how to maximize individual capabilities. The purpose of the course is to provide civilian employees in career-limited positions with the knowledge and skills they need to achieve job satisfaction and/or reach career objectives. Students perform self-assessments, practice networking skills, learn how to present themselves on paper, learn about Individual Development Plans (IDP), and are informed about professional development opportunities that are available. 1.3 CONTRACTOR PERSONNEL. 1.3.1 Project Manager. The Contractor shall provide a Project Manager who shall be responsible for all Contractor work performed under this task order. The Project Manager is further designated as Key by the Government (see PWS 1.4). 1.3.1.1 The Project Manager shall be a single point of contact for the Contracting Officer and the Contracting Officer's Technical Representative (COTR). The name of Project Manager, and the name(s) of any alternate(s) who shall act for the Contractor in the absence of the Project Manager, shall be provided to the Government as part of the Contractor's proposal. During any absence of the Project Manager, only one alternate shall have full authority to act for the Contractor on all matters relating to work performed under this task order. The Project Manager and all designated alternates shall be able to read, write, speak and understand English. Additionally, the Contractor shall not replace the Project Manager without prior acknowledgement from the Contracting Officer. 1.3.1.2 The Project Manager shall be available to the COTR via telephone between the hours of 0700 and 1700 EST, Monday through Friday, and shall respond to a request for discussion or resolution of technical problems within two (2) hours of notification. 1.3.2 Qualified Personnel. The Contractor shall provide qualified personnel to perform all requirements specified in this task order. 1.3.2.1 Specific Personnel Requirements. All Contractor employees supporting this task order shall be proficient in the methodologies regarding the design, development, implementation, and evaluation of performance based instruction. • The Course Developer shall have a minimum of a Masters degree in Education and two (2) years experience developing training courses. • The Instructor shall have a minimum of a Bachelor's in Education and two (2) years experience delivering training courses. 1.3.3 Employee Identification. Contractor employees visiting Government facilities shall wear an identification badge that, at minimum, displays the Contractor name, the employee's photo, name, clearance-level and badge expiration date. Visiting Contractor employees shall comply with all Government escort rules and requirements. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent and display all identification and visitor badges in plain view above the waist at all times. 1.3.3.1 Contractor employees working on-site at Government facilities shall wear a Government issued identification badge. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent and display the Government issued badge in plain view above the waist at all times. 1.3.3.2 Contractor employees shall obtain a permit/decal as required by the visited activity security office as necessary to enter the work sites. 1.3.4 Employee Conduct. Contractor employees shall present a professional appearance at all times and their conduct shall not reflect discredit upon the United States, the Department of Homeland Security and the United States Coast Guard. 1.3.4.1 The Contractor shall ensure that all instructors and supervisors maintain a standard of grooming and personal appearance that reflects a high degree of pride in themselves and in their employees, and in keeping with their position as a professional in a military environment. It must be recognized that this instruction is provided at a highly visible Coast Guard Activity and is very much in the "public eye." As such, it is imperative that extraordinary standards of dress and grooming be observed. 1.3.4.1.1 Hair should be neat, clean, and present a well-groomed appearance. A sport shirt, slacks and hard soled shoes, at a minimum, are required for male instructors; female instructors shall dress appropriately. Soft soled shoes (tennis, gym, or jogging) are not appropriate. "T-shirts" are not allowed. Blue jeans or denim trousers are not allowed. 1.3.5 Removing Employees for Misconduct or Security Reasons. The Government may, at its sole discretion, direct the Contractor to remove any Contractor employee from U.S. Coast Guard facilities for misconduct or security reasons. Removal does not relieve the Contractor of the responsibility to continue providing the services required under any task order awarded. The Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee. 1.4 KEY PERSONNEL. Before replacing any individual designated as Key by the Government, the Contractor shall notify the Contracting Officer no less than 15 business days in advance, submit written justification for replacement, and provide the name and qualifications of any proposed substitute(s). All proposed substitutes shall possess qualifications equal to or superior to those of the Key person being replaced. The Contractor shall not replace Key Contractor personnel without acknowledgment from the Contracting Officer. The Government may designate additional Contractor personnel as Key at the time of award. 1.5 SECURITY. Contractor access to classified information is not currently required under this task order. 1.6 PERIOD OF PERFORMANCE. The period of performance for this task order is one year from the date of award plus four (4) one year option periods. 1.7 PLACE OF PERFORMANCE. The primary place of performance will be TRACEN Yorktown, Yorktown, VA 23690. 1.8 HOURS OF OPERATION. Contractor employees shall generally perform all work between the hours of 0800 and 1700 EST, Monday through Friday (except Federal holidays). However, there may be occasions when Contractor employees shall be required to work other than normal business hours, including weekends and holidays, to fulfill requirements under this task order. 1.8.1 Occasional non-standard training days may be required by emergencies, and operational commitments; therefore, in these cases, as much prior notification as possible will be provided to the Contractor. However, the course shall be designed for whole days and should not vary substantially from this format, e.g., ending after a half-day on the last day, two-hour lunches or ending class two hours early on days in the middle of the week. Likewise, extending past the normal ending time can only be done with with the consent of all students in the class since many students may have off-hour commitments. 1.9 Travel. Contractor travel shall not be required to support this task order. 1.10 KICK-OFF MEETING. The Contractor shall attend a Kick-Off Meeting with the Contracting Officer and the COTR not later than five (5) business days after the date of award. The purpose of the Kick-Off Meeting, which will be chaired by the Contracting Officer, is to discuss technical and contracting objectives of this task order and review the Contractor's project plan. The Kick-Off Meeting will be held at the Government's facility. 1.11 PROJECT PLAN. For this task order, the Contractor shall provide a draft project plan, and draft curriculum/syllabus in conjunction with proposal for evaluation purposes. The Contractor shall provide a final Project Plan to the Contracting Officer and COTR not later than three (3) business days after the Kick-Off Meeting. 1.12 STATUS REPORTS. The Project Manager shall provide a status report to the Contracting Officer and COTR via electronic mail within fifteen (15) days after completion of each course session. This report shall include a summary of all Contractor work performed, including an assessment of technical progress, schedule status, any travel conducted and any Contractor concerns or recommendations for the previous course session. 1.12.1 The status report shall include a course completion report as detailed in section 5.5.5 of this PWS, which includes, at a minimum, a student roster, student critiques, test results and instructor comments/observations. 1.13 STATUS MEETINGS. The Project Manager shall be available to meet with the Contracting Officer and COTR upon request to present deliverables, discuss status, exchange information and resolve emergent technical problems and issues. These meetings shall take place at the Government's facility or by telephone. 1.14 GENERAL REPORT REQUIREMENTS. The Contractor shall provide all written reports in electronic format with read/write capability using applications that are compatible with Coast Guard Standard Workstation (Windows Server 2003 and Microsoft Office Applications). 1.15 PERFORMANCE REQUIREMENTS SUMMARY. This task order includes a Performance Requirements Summary (PRS). In general, the PRS sets forth the expected outcomes (objectives) of the task order, the service(s) required of the Contractor to achieve the objectives, a performance standard per outcome, and a plan for a reduction in payment in the event the Contractor does not meet the performance standard. The PRS is not an exclusive remedy and inclusion of the PRS does not preclude the Government from using any other remedy available by law or contract terms, including incentives/deductions/withholdings in payment in accordance with any clause for inspection of services. 1.16 INTELLECTUAL PROPERTY. All Contractor developed processes and procedures and other forms of intellectual property first developed under this task order shall be considered Government property. 1.16.1 All documentation, photography and electronic data and information collected by the Contractor and entered into or generated in support of this task order shall be considered Government property, and shall be returned to the Government at the end of the performance period. 1.17 PROTECTION OF INFORMATION. Contractor access to proprietary information is required under this task order. Contractor employees shall safeguard this information against unauthorized disclosure or dissemination in accordance with DHS MD 11042.1, Safeguarding Sensitive but Unclassified (SBU) Information. SBU includes information categorized by DHS or other government agencies as: For Official Use Only (FOUO); Official Use Only (OUO); Sensitive Homeland Security Information (SHSI); Limited Official Use (LOU); Law Enforcement Sensitive (LES); Safeguarding Information (SGI); Unclassified Controlled Nuclear Information (UCNI); and any other identifier used by other government agencies to categorize information as sensitive but unclassified. The Contractor shall ensure that all Contractor personnel having access to business or procurement sensitive information sign a non-disclosure agreement (DHS Form 11000-6). The Contractor shall continue to ensure employees safeguard this information when the new Controlled Unclassified Information (CUI) framework replaces the sensitive but unclassified (SBU) categorization. 1.18 SECTION 508 COMPLIANCE. Section 508 of the Rehabilitation Act, as amended by the Workforce Investment Act of 1998 (P.L. 105-220) requires that when Federal agencies develop, procure, maintain, or use electronic and information technology (EIT), they must ensure that it is accessible to people with disabilities. Federal employees and members of the public who have disabilities must have equal access to and use of information and data that is comparable to that enjoyed by non-disabled Federal employees and members of the public. All EIT deliverables within this work statement shall comply with the applicable technical and functional performance criteria of Section 508 unless exempt. Specifically, the following applicable EIT accessibility standards have been identified: 1.18.1 Section 508 Applicable EIT Accessibility Standards 36 CFR 1194.21 Software Applications and Operating Systems, applies to all EIT software applications and operating systems procured or developed under this work statement including but not limited to GOTS and COTS software. In addition, this standard is to be applied to Web-based applications when needed to fulfill the functional performance criteria. This standard also applies to some Web based applications as described within 36 CFR 1194.22. 36 CFR 1194.22 Web-based Intranet and Internet Information and Applications, applies to all Web-based deliverables, including documentation and reports procured or developed under this work statement. When any Web application uses a dynamic (non-static) interface, embeds custom user control(s), embeds video or multimedia, uses proprietary or technical approaches such as, but not limited to, Flash or Asynchronous Javascript and XML (AJAX) then 1194.21 Software standards also apply to fulfill functional performance criteria. 36 CFR 1194.31 Functional Performance Criteria, applies to all EIT deliverables regardless of delivery method. All EIT deliverable shall use technical standards, regardless of technology, to fulfill the functional performance criteria. 36 CFR 1194.41 Information Documentation and Support, applies to all documents, reports, as well as help and support services. To ensure that documents and reports fulfill the required 1194.31 Functional Performance Criteria, they shall comply with the technical standard associated with Web-based Intranet and Internet Information and Applications at a minimum. In addition, any help or support provided in this work statement that offer telephone support, such as, but not limited to, a help desk shall have the ability to transmit and receive messages using TTY. 1.18.2 Section 508 Applicable Exceptions Exceptions for this work statement have been determined by DHS and only the exceptions described herein may be applied. Any request for additional exceptions shall be sent to the COTR and determination will be made in accordance with DHS MD 4010.2. DHS has identified the following exceptions that may apply: 36 CFR 1194.3(b) Incidental to Contract, all EIT that is exclusively owned and used by the contractor to fulfill this work statement does not require compliance with Section 508. This exception does not apply to any EIT deliverable, service or item that will be used by any Federal employee(s) or member(s) of the public. This exception only applies to those contractors assigned to fulfill the obligations of this work statement and for the purposes of this requirement, are not considered members of the public. 1.18.3 Section 508 Compliance Requirements 36 CFR 1194.2(b) (COTS/GOTS products), When procuring a product, each agency shall procure products which comply with the provisions in this part when such products are available in the commercial marketplace or when such products are developed in response to a Government solicitation. Agencies cannot claim a product as a whole is not commercially available because no product in the marketplace meets all the standards. If products are commercially available that meet some but not all of the standards, the agency must procure the product that best meets the standards. When applying this standard, all procurements of EIT shall have documentation of market research that identify a list of products or services that first meet the agency business needs, and from that list of products or services, an analysis that the selected product met more of the accessibility requirements than the non-selected products as required by FAR 39.2. Any selection of a product or service that meets less accessibility standards due to a significant difficulty or expense shall only be permitted under an undue burden claim and requires authorization from the DHS Office of Accessible Systems and Technology (OAST) in accordance with DHS MD 4010.2. 2.0 GOVERNMENT TERMS & DEFINITIONS. 2.1 COTR - Contracting Officers Technical Representative 2.3 DHS - Department of Homeland Security 2.4 FAR - Federal Acquisition Regulations 2.5 Level 1 Evaluation - A questionnaire supplied to a student immediately following the conclusion of a course for feedback on content, applicability of training, effectiveness of trainer, etc. 3.0 GOVERNMENT FURNISHED RESOURCES. The Government will provide the following information and property to the Contractor for work required under this task order: 3.1 Government Furnished Information. The Government will provide a roster of students to the Contractor prior to required date of the session. 3.1.1 The Government reserves the right to cancel a convening course with fewer than fifteen (15) students at no cost/penalty to the government. The Contractor will be notified no later than twenty-one (21) days prior to the first day of the class, if the minimum class size is not met. 3.1.2 The Government reserves the right to exceed the class size on a case-by-case, limited basis at no extra cost to the Government if agreed to in advance by the COTR and the Contractor. 3.2 Government Furnished Property. The Government will provide classroom space, with chalk/dry marker boards, and standard audiovisual equipment (overhead projector, remotely controlled slide projector, projection screen, VCR, and monitor) for the course. Additionally, the government will provide projection systems for computer-generated graphics. 4.0 CONTRACTOR FURNISHED PROPERTY. The Contractor shall furnish all manuals materials, equipment and services necessary to fulfill the requirements of this task order, except for the Government Furnished Resources specified in PWS 3.0 and 5.0 of this work statement. At a minimum, the Contractor shall provide the following: • Course Training Outline and Test Material • Power Point Disks • Training Videos • Handout Materials • Laptop • End of Course evaluation Surveys • Training completion certificates for personnel completing course • Student Manuals, hardcopy 5.0 REQUIREMENTS. The Contractor shall provide training support services for the U.S. Coast Guard (USCG) Office of Leadership and Professional Development, CG-133. Specifically, Contractor tasks shall include: design, development, and implementation of course materials for a five (5) day Career Enrichment Course (Course Code 500906) with an estimated class size of 30 students. A minimum of two (2) classes will be held annually at USCG Training Center (TRACEN) in Yorktown, Virginia. 5.1 COURSE CRITERIA The Contractor shall instruct a group-paced, criterion referenced, instructor managed, student participation, lecture/laboratory type instructional system that uses firmly established training procedures. All procedures shall be accomplished in accordance with the latest instructional methodology. Upon completion of this course, the students will be able to: 5.1.1 Know how to draft and use an Individual development plan, to include long and short term goals. 5.1.2 Understand their personal responsibility to develop and implement realistic career plans and develop specific strategies for career advancement. 5.1.3 Identify where to find career development resources that are available to enrich current jobs. 5.1.4 Develop and state necessary self-marketing skills to enable employees to take charge of their personal and professional growth. 5.1.5 Understand personality types with the use of Myers-Briggs. 5.1.6 Use effective communication through all media. 5.1.7 Learn how to create powerful networks for success. 5.1.8 Develop time and stress management techniques. 5.1.9 Learn how to lead through vision. 5.1.10 Utilize emotional intelligence to influence others without authorities of positions. 5.2 COURSE CURRICULUM The Contractor shall provide training for the CG using learning materials, equipment and methodologies to produce a graduate that satisfies the CG's training mission. At a minimum, the curriculum shall address the following: 5.2.1 Marketing employees in order for them to take their career to the next level. 5.2.2 Positioning employees for greater management responsibilities. 5.2.3 Assessing change management for further growth and opportunities. 5.2.4 Manage conflict and negotiation. 5.2.5 Transformational Leadership. 5.2.6 Overcoming intimidation and emotional obstacles. 5.2.7 Conducting negotiation during application sessions. 5.2.8 Conducting interviews during application sessions. 5.2.9 Learning to be proactive not reactive. 5.2.10 Negotiation with confidence. 5.2.11 Developing an effective Individual Development Plan. 5.2.12 Mastering Team Building Techniques. 5.2.13 Motivating others to achieve a common goal. 5.2.14 Speaking to Senior Management: Tools and techniques one should know. 5.3 INSTRUCTOR SUPPORT The Contractor's Instructor(s) shall maintain an environment conducive to learning and shall provide the following: 5.3.1 Maintain a high standard of professional qualifications in instructional and technical areas. 5.3.2 Recommend curriculum changes to course for approval by COTR prior to implementation. 5.3.3 Maintain qualifications in instructional techniques, training aids, training equipment, training devices and instructional material required to teach assigned topics. 5.3.4 Prepare the classroom for instruction (e.g., assemble course material as required, ensure course materials are brought into classroom,, arrange tables and chairs, layout course materials for each student) and ensure classroom is left in an orderly fashion at the end of each day, especially on the last day of the class. 5.3.5 Report all problem areas related to assigned duties and responsibilities to the COTR. 5.3.6Teach all assigned topics, in accordance with task order requirements, effectively utilizing allotted time. 5.3.7 Inventory and account for assigned classroom/lab training equipment, submitting missing item reports to the COTR. 5.3.8 Perform operational check on assigned training equipment, devices and aids. 5.3.9 Refer unresolved students' disciplinary problems to the appropriate authority. 5.4 INSTRUCTIONAL DESIGN SUPPORT The Contractor shall provide instructional design support services for a five (5) day Career Enrichment Course, to include the following: 5.4.1 The Contractor shall develop curriculum to support the course criteria and curriculum and defined within sections 5.1 and 5.2 of this PWS. 5.4.2 The Contractor shall develop training materials, to include student manuals, to accompany classroom instruction. 5.4.2.1 The Contractor shall provide an electronic (ex:.pdf) draft of the Student Manual to the COTR for review and comment within five (5) business days after award of task order. 5.4.2.1.1 The Government will provide comments on the draft Student Manual to the Contractor within seven (7) business days after receipt of the draft document. 5.4.2.2 The Contractor shall provide a final electronic (ex:.pdf) version of the Student Manual to the COTR for review and approval within ten (10) business days of receipt of Government comments. 5.4.2.3 The Contractor shall ensure all documents are reviewed for: clarity, presentation, organization, and readability and suitability to audience. 5.5 COURSE COMPLETION AND CRITIQUES 5.5.1 The Contractor shall provide graduation certificates for the course. These certificates shall be filled out by the Contractor at the end of each course and passed out to students who have successfully completed the course. 5.5.2 Contractor will complete a non-completion record for each student who does not complete the course. 5.5.3 Any student missing more than 20% of a class will fail the course and not receive a graduation certificate. The contract instructor should contact the COTR immediately to discuss the student/s situation. The government retains the right to make the final decision on whether or not a student will be allowed to stay for the remainder of the course. 5.5.4 Contractor Instructors will be evaluated by Government SME's and by student critiques. Contractor shall ensure that a student roster is completed and submitted to the appropriate POC and that student critiques are completed. 5.5.5 The Contractor shall submit to the COTR a course completion report as part of the status report (see PWS section 1.12) within fifteen (15) days after the end of each class convening. The report shall include, as a minimum, a student roster, student critiques, test results and instructor comments/observations. 5.5.5.1 The Contractor shall provide a short course evaluation questionnaire to the students at the end of the course. Questionnaire shall be provided to the COTR prior to the course for review and approval. All completed questionnaires shall be provided to the COTR after the course conclusion as part of the course completion report. 5.5.5.2 Based on feedback received from student critiques, the Contractor shall submit to the COTR recommendations for changes to the curriculum for upcoming training sessions. Upon agreement between the Contractor and the Government, the Contractor shall implement the changes to the curriculum and provide an updated version to the Government not later than thirty (30) days prior to the upcoming training session. 5.5.6 The Contractor shall conduct an investigation into all accidents occurring on government property involving contract employees and report the findings in writing of such an investigation to the COTR within three (3) calendar days after the occurrence. When required, the contractor shall provide input for reporting accidents involving Coast Guard students. 5.5.7 The Contractor shall establish, maintain and monitor the quality control of the services provided here under via a detailed Quality Control Plan (QCP) clearly stating his/her procedures for ensuring quality. As part of the plan, the Contractor shall establish and maintain an instructor evaluation system. Records of all instructor evaluations for contract employees shall be kept current, complete and available to the Contracting Officer, or COTR upon request during the performance of this task order. 6.0 REFERENCES. 6.1 COMDTINST 5351.1, Coast Guard Leadership Development Program 7.0 DELIVERABLES. Item 1: PWS Section 1.10, Kick-Off Meeting – Due no later than five (5) business days after date of award Item 2: PWS Section 1.10, 1.11, Draft Contractor Project Plan/Draft Curriculum/Syllabus – Due no later than the Kick-Off Meeting Item 3: PWS 1.10, 1.11, Final Contractor Project Plan – Due no later than five (5) business days after the Kick-Off Meeting. Item 4: PWS 1.12, 5.5, Progress Reports/Course Completion Reports – Due no later than fifteen (15) days after the end of each class convening. Item 5: PWS 5.1, 5.2, 5.4, Draft of the Student Manuals – Due no later than five (5) business days after the Kick-Off Meeting. Government will provide comments within 7 business days after receipt of draft manual. Item 6: PWS 5.1, 5.2, 5.4, Final Version of the Student Manuals – Due no later than ten (10) business days after receipt of Government comments. Item 7: PWS 1.6, 5.3, Course Instruction – Due dates to be determined by COTR. 8.0 PERFORMANCE REQUIREMENTS SUMMARY (PRS) The PRS below reflects the deliverables by the Coast Guard to be important for the successful performance of this task order. This includes the expected standards of performance. The PRS is not an exclusive remedy and inclusion of the PRS does not preclude the Government from using any other remedy available by law or contract terms, including incentives/reductions in payment in accordance with any clause for inspection of services. 1. Instructional Expertise – General Required Service: Contractor personnel assigned to teach a course shall have expertise in the subject area and instructional experience. (PWS 1.3.2, 5.0) Performance Standard: Contractor personnel shall be familiar with all initial presentation procedures, training aids, devices and equipment associated with the course and shall receive positive evaluations by the students and government personnel. Incentives/Reductions: If determined to be unacceptable to the COTR and cannot be resolved to the satisfaction of the Government, results will be reflected in the Contractor’s past performance evaluation. 2. Quality Instruction and Classroom Management Required Service: Quality instructor performance capable of ascertaining the level of the class’s knowledge and teaching at that level capable of controlling the discipline of the class (e.g., not allowing disruptive side conversations to occur during the instructor’s presentation of the course material) (PWS 5.0) Performance Standard: Regularly on time for class; Prepared to teach; Organized, quality time management, following the syllabus; Able to answer students’ questions; Maintain regular class schedule (not dismissing class more than an hour before dismissal time); Use of appropriate language (no vulgar, sexist, racist, or language that shows disrespect for the students) Incentives/Reductions: If determined to be unacceptable to the COTR and cannot be resolved to the satisfaction of the Government, results will be reflected in the Contractor’s past performance evaluation. 3. Complete Course Critiques Required Service: Contractor shall submit to the COTR a course completion report within fifteen (15) days after the end of the class (PWS 5.0) Performance Standard: Report shall include student roster, critiques, and instructor comments. Implement agreed upon recommendations to the curriculum. Incentives/Reductions: If determined to be unacceptable to the COTR and cannot be resolved to the satisfaction of the Government, results will be reflected in the Contractor’s past performance evaluation.
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U -- Design, Development, and Implementation of course materials for a five-day Career Enrichment Course