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@StateDept Requires Insigniam to Provide Summary Report of Poignant Themes, Patterns, and Sentiments

Posted: 3:55 am ET

 

On May 9, we blogged about the State Department’s Insigniam contract awarded in late April (see @StateDept’s $1,086,250 Organizational Study: Multiple Contractors Interviewed But Only 1 Offer?). Last Friday, May 19, the State Department finally posted a two-page JUSTIFICATION AND APPROVAL FOR OTHER THAN FULL AND OPEN COMPETITION FAR Part 6.302-2 for the contract.

The J&A requires Insigniam to “provide the U.S. Department of State with a summary report of the poignant themes, patterns, and sentiments of the people of the Department of State and USAID regarding both organizations, State’s and USAID’s ability to fulfill its mission, and proposals and suggestions for how to improve the organizations and how each does their work.”

It also says that the contractor “shall use listening sessions in the forms of verbal interviews and online surveys to gather data on aspects of the Department and USAID such as workforce culture, technologies used, and where the work gets done. The study shall be expedited, and shall proceed without preconceived notions of the optimal end state for a high performing agency, or its associated staffing level.”

The J&A also notes that “a synopsis of the proposed contract actions will not be posted as authorized by the exception stated in FAR 5.202(b), in that after consultation with the Administrator –Federal Procurement Policy and the Administrator-SBA, advance notice is determined to be inappropriate and unreasonable.”

Excerpt from the J&A:

Identification of the agency and the contracting activity:

In accordance with Federal Acquisition Regulation (FAR) 6.302-2 in accordance with 41 the authority of 41 U.S.C. 253(c)(2), the Office of Acquisition Management proposes to award a Sole Source Contract to INSIGNIAM LLC to assist the Department in complying with the requirements of The Office of Management and Budget (OMB) issued a memorandum on April 12, 2017, entitled “Comprehensive Plan for Reforming the Federal Government and Reducing the Federal Civilian Workforce,” (M-17-22

The period of Performance for this effort is less than one year and the estimated value will not exceed $850,000 plus certain international travel expenses for the post visit.

A description of the supplies or services required to meet the agency’s needs:

The Department of State, the first Cabinet level agency, has a presence in over 160 countries around the globe, staffed by political appointees and members of the Foreign Service, Civil Service, and Locally Engaged Staff serving domestically and abroad at over 200 Embassies and consulates. Together with the U.S. Agency for International Development (USAID), the Department seeks to fulfill its mission in an efficient and effective manner. With a combination of over 85,000 employees and locally engaged staff, the organizations are large and complex.

The Office of Management and Budget (OMB) issued a memorandum on April 12, 2017, entitled “Comprehensive Plan for Reforming the Federal Government and Reducing the Federal Civilian Workforce,” (M-17-22), which requires all agencies to, among other things, begin taking immediate actions to develop an agency reform plan. This plan, the first draft of which is due to OMB on June 30, requires proposals to identify how to improve the efficiency, effectiveness, and accountability of the agency, focusing on fundamental scoping questions and on improvements to existing business processes.

Before determining what improvements to make or what activities to eliminate, as required by OMB, data must be collected to understand the range of activities and functions currently performed throughout the Department. The Department aims to have this data collected from a wide swath of the Department community so that all groups of community members are represented. The collection and presentation of the data will inform the new Department leadership of the current structure, culture, and workflow.

The contractor shall provide the U.S. Department of State with a summary report of the poignant themes, patterns, and sentiments of the people of the Department of State and USAID regarding both organizations, State’s and USAID’s ability to fulfill its mission, and proposals and suggestions for how to improve the organizations and how each does their work. The contractor shall use listening sessions in the forms of verbal interviews and online surveys to gather data on aspects of the Department and USAID such as workforce culture, technologies used, and where the work gets done. The study shall be expedited, and shall proceed without preconceived notions of the optimal end state for a high performing agency, or its associated staffing level.

☒ Urgency
Exclusive Licensing Agreement
Brand-Name

☒ Other information to support a sole-source buy:

OMB has mandated the first draft of which is due to OMB on June 30, requires proposals to identify how to improve the efficiency, effectiveness, and accountability of the agency, focusing on fundamental scoping questions and on improvements to existing business processes. The complexity involved with required information gathering as well as the development and coordination of the report does not allow for sufficient time to solicit for the necessary services.

A synopsis of the proposed contract actions will not be posted as authorized by the exception stated in FAR 5.202(b), in that after consultation with the Administrator –Federal Procurement Policy and the Administrator-SBA, advance notice is determined to be inappropriate and unreasonable.

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@StateDept’s $1,086,250 Organizational Study: Multiple Contractors Interviewed But Only 1 Offer?

Posted: 1:54 am ET
Updated: May 12, 1:02 pm PT

 

Via CBS News:

The State Department will be spending at least $1,086,250 for the “listening tour” that Secretary of State Rex Tillerson launched Wednesday morning.

The department has contracted Insigniam, a private consulting firm, to conduct the review in a project they are calling the “Department of State organizational study.” The State Department has not replied to requests for comment on the review’s price tag and their decision to use Insigniam to carry out this review.

Tillerson and the Insigniam co-founder Nathan Owen Rosenberg served on the Boy Scouts of America board together in 2011. The State Department has not replied to requests for comment on the review’s price tag and their decision to use Insigniam to carry out this review.

After Bloomberg broke the news on April 27 that Secretary Tillerson is seeking a 9% workforce cut and has hired the consulting company Insigniam to conduct a survey, we started looking for the contract awarded. We wanted to see the scope of work and the statement of work requirement included in this contract. We were able to find a $60M Professional Staffing Support Contract awarded on April 5, an Intent to Sole Source $34K Representational Furnishings on April 24  on FedBizOpps where federal business opportunities are typically posted, but not this one.

We understand that Insigniam was elected under a “sole source” contract. On May 1st, we emailed the State Department’s Bureau of Public Affairs for information on how and when this contract was awarded since we have not been able to find  the agency’s sole source justification for the job. As of this writing, the State Department has neither acknowledged nor responded to our inquiry.

Three contracts

We have since learned of three transactions (thanks Z!) issued to Insigniam LLC, a company based in Pennsylvania’s 2nd congressional district (PA02). The first contract SAQMMA17C0157 dated April 25, 2017 is valued at $850,000. The second contract SAQMMA17C0157 dated April 28, 2017 is valued at $236,250.  The third contract SAQMMA17C0157 is dated April 29, 2017 and does not have an obligated value. The third contract’s “Reason for Modification” is listed as “M: Other Administrative Action.”  All three contracts list May 30, 2017 as the “current” and “ultimate” completion date.

click on image to see the contracts via usaspending.gov

The funding for these contracts have been requested through the Bureau of Administration (State/A) but the Contracting Office is the State Department’s Acquisitions office (AQMMA). This is a definitive, firm fixed price contract.  The cost or pricing data is listed as “W: Not Obtained — Waived.”  The contract description says “Department of State Organizational Study.”

Multiple contractors interviewed but only 1 offer?

Under Competition Information, usaspending.gov lists this contract as “not competed”; the reason for the non-competition is listed as “Urgency.” This section also saysNumber of Offers Received: 1.”

The State Department apparently told CBS News that “they interviewed multiple contractors for the project before selecting Insigniam.”

“Of the proposals reviewed, Insigniam’s was the most cost-effective for the expertise, scope, and timeline needed, including its ability to survey and provide analysis of large organizations,” a State Department official told CBS News.  

So the State Department interviewed multiple contractors but those companies did not compete for this contract? And only one offer was received?

The company is listed on usaspending.gov as a partnership with 49 employees and an annual revenue of $12.7M.  The contracting officer determined it as a “small business”, “woman owned” and a “self-certified disadvantage business.” Under competition information, however, these contracts indicate “no set aside used” and “no preference used.”

The GSA confirmed to us that “the agency will dictate whether they are required to use GSA schedules or directly from a vendor. GSA has no say in how a customer orders needed materials or services.”

We are aware of only one previous organizational study conducted at the State Department (if there’s more, let us know!). There was  a study focused on the Foreign Service and was based on three management conferences held by the Department in 1965. It was conducted by Professor Chris Argyris of Yale University.  There were a few others through the years; we’ll try and see if we can find a good list to post here. 

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@StateDept “Listening Tour” Survey Leaks, So Here’s Your Million Dollar Word Cloud

Posted: 4:34 pm PT

 

Zachary Fryer-Biggs, Senior Pentagon Reporter covering national security for Jane’s obtained a copy of the internal survey sent out at the  as part of Secretary Tillerson’s “listening tour” through Insigniam.

And then John Hudson, who used to be with  and now the Foreign Affairs Correspondent for  writes that the survey feels like Office Space, so he came up with all sorts of GIFs (must see, by the way). We thanked John for the GIFs; frankly, we don’t know where to store our laughing teardrops.

John Hudson also asked the State Department for comments, but the now famous Mark Stroh — who is just doing his job — and whose press shop now refuses to acknowledge or respond to inquiries from this blog — came back with an exclamation point!

What if you can’t come up with a word cloud?  To borrow what FBI Director Comey said the other day on teevee, “Lordy, that would be really bad.” So we’ve decided that we all deserve a million dollar word cloud. Here you go. You’re welcome!

 

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