U -- BALANCED SCORECARD TRAINING IN ALBANY, GEORGIA

Notice Date

March 30, 2001

Contracting Office

Contracts Department, P. O. Drawer 43019, MCLB, Albany, GA 31704-3019

ZIP Code

31704-3019

Solicitation Number

N/A

Response Due

April 6, 2001

Point of Contact

Pam Franklin, Contract Specialist, Code 892, (229)639-6742

Description

This is a combined synopsis/RFQ for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation. This solicitation, M67004-01-Q-0041, is a Request for Quotation (RFQ). Quotes are requested and a written solicitation will not be issued. The government anticipates a Firm Fixed Price purchase order. The North American Industry Classification System (NAICS) code is 611430 (Professional and Management Development Training) with a small business size standard of $5.0 million. This is a total small business set-aside. The Statement of Work (SOW) is as follows: Marine Corps Logistics Bases will conduct a Strategic Plan Review, 8 10 May 01, in the Base Conference Center located aboard Marine Corps Logistics Base, Albany, GA. Approximately (27) of the Command's senior leaders will participate in this review. The Command has already created a Strategic Plan using the Balanced Scorecard methodology. Goals, objectives, measures, and supporting initiatives have been created to support the Command's strategies. However, as changes in the Command's external environment have dictated, a review and validation of the existing strategy is required. This task will provide on-site instruction in Balanced Scorecard strategic planning methodologies in support of MARCORLOGBASES' Strategic Plan Review. Specifically, during MARCORLOGBASES' Strategic Plan Review conference, the offeror will instruct MARCORLOGBASES' senior leadership in achieving: (1) Identification of cause and effect relationships of all MARCORLOGBASES' objectives and measures. (2) Identification of strategy "holes" or weaknesses. (3) Validation of MARCORLOGBASES' strategic objectives and measures. (4) Alignment of strategic initiatives to objectives. MARCORLOGBASES requires instruction on validation of existing strategic goals, objectives, measures and initiatives. Specifically, the Command requires instruction and facilitation through this validation using the "Strategy Mapping" methodology, as articulated in The Strategy Focused Organization (Kaplan and Norton, 2001) . This instruction effort will require on site preparation for the conference, as well as instruction during the conference. Due to the missions and structures of the Command, a minimum of two instructors is required. The effort will initially require one day (8 man-hours) of preparation for the conference to refine the instructional objectives and methods to be achieved during the conference. This preparatory effort could be achieved via VTC, however preparation on-site at Marine Corps Logistics Base Albany is preferred. The above-described task could also be performed at a different site (i.e. at the offeror's headquarters) should this prove to be more advantageous to the government. The offeror will then provide a minimum of two instructors on-site at Marine Corps Logistics Base Albany during the review conference on 9 and 10 May 2001 (32 man-hours) for instruction and facilitation of strategic mapping of MARCORLOGBASES' strategic objectives, measures and initiatives. The offeror shall provide instructional materials for (30) participants. These materials should provide written amplification of the "Strategy Mapping" process. These materials should also provide written amplification of defining and "mapping" measures. These materials will also provide amplification on identifying, prioritizing and aligning strategic initiatives. The afore-mentioned deliverables will be available for all strategic Plan Review Conference participants NLT 0730, 9 May 01. The period of performance for this efforts is 7 10 May 01. The place of performance for this effort will be Marine Corps Logistics Base, Albany, GA, and at the offeror's facility. UNCLASSIFIED. This effort will not relate to any classified subject matter. The Government shall provide to the offeror copies of, or access to all adjacent and higher command's strategic plans, policies, and directives as available, and as required for this effort. The Government shall provide all necessary equipment for instruction, including the rooms, white boards, overhead projection devices, etc. The offeror will notify the government NLT 9 Apr 2001 of all GFE/GFI required to support this effort. End of SOW. EVALUATION: The Government will award based on best value with emphasis on 5 factors in the following order of importance 1) response to Statement of Work and ability to perform required training (limited to 2 pages), 2) past performance with Federal Government for similar services (Offerors shall submit the names of agencies with points of contact and phone numbers for three similar training efforts performed within the past two years), 3) corporate history, 4) proposed key personnel's qualifications (resumes are requested), 5) price. Technical and price evaluation factors have a 60/40 weight. APPLICABLE FAR AND DFAR CLAUSES AND PROVISIONS: FAR Provision 52.212-1 Instructions to Offerors -- Commercial Items, 52.212-2 Evaluation -- Commercial Items, and 52.212-3 Offeror Representations and Certifications -- Commercial Items, apply to this acquisition. Offer shall include a completed copy of the provision at 52.212-3, Offer Representation and Certification-Commercial Items, which may be accessed on the Internet at http://www.arnet.gov/far/. Additional applicable clauses: 52.212-4, 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items (including 52.217.7, 52.219-8, 52.222-3, 52.225-13, 52.233-1, 52.225-15, 52.222.21, 52.222-22, 52.222-25, 52.222-26, 52.222-35, 52.222-36, 52.222-37, 52.225-3, 52.225-4, 52.232-33), 52.204-6 Contractor Identification Number -- Data Universal Numbering System (DUNS) Number, 52.214-31 -- Facsimile Bids, 52.232-25 -- Prompt Payment, and DFARS 252.204-7004, "Required Central Contractor Registration, apply. DFARS 252.225.7000, 252.225-7001 applies. Responsible interested offerors may submit a quotation no later than April 9,2001 at 4:00 P.M. EST to Contracts Department (Code 892), ATTN: Pam Franklin, P.O. Drawer 43019, MCLB, Albany, GA 31704-3019. Quotations will also be accepted by fax. The fax number is (229) 639-6742. Ms. Pam Franklin is the individual to contact for information regarding this solicitation. Her phone number is (229) 639-6742. Anticipated award date is April 16, 2001. EMAILADD: franklinp@matcom.usmc.mil

Record

Loren Data Corp. 20010403/USOL008.HTM (W-089 SN50H809)