1.02 PWS - FY22 Individual Family Resiliency Instructor (Base Year) Rev1.pdf

STATEMENT OF WORK

Commander Navy Region Southwest

Individual and Family Resiliency Instructor San Diego Metro Area

1. BACKGROUND:

Commander Navy Region Southwest (CNRSW) requires facilitators for Chaplain Religious Enrichment· Development Operation (CREDO) in Navy Region Southwest. This personnel support requirement is needed to expand access to Regional Religious Program and CREDO pastoral care programs which sustain the Fleet, enable the Fighter and support Families. The Chief of Naval Operations (CNO) characterizes CREDO as a "Family Readiness Program". OPNAVINST 1738.1 series provides specific policy guidance for CREDO programming.

This directive aptly characterizes CREDO as "not faith-specific" but "spiritual in nature which refers to that which gives meaning and purpose to life, or to the practice of a philosophy, religion or way of living." CREDO programming is a specialized aspect of CNIC Religious Programs that promotes a culture of moral leadership as well as individual and family resiliency to withstand the stresses of military life.

2. SCOPE:

The purpose of this order is to provide a qualified Contractor General Instructor necessary to complete the mission and objectives of the CREDO workshops, seminars and meetings to address the needs of our Sailors, their family members, and other uniformed DoD personnel in an active duty status.

The Contractor shall provide all contract employees, non-personal services, and materials (except as otherwise provided for in this contract) to implement CREDO Southwest programming as a professional facilitator, and assist CREDO staff in providing administrative support as necessary to meet its mission of strengthening Fleet, Fighter and Family. Hereafter, when referring to activities which take place within the San Diego metro area, the term “Contractor” shall be inclusive of the Contractor’s employees and/or subcontractors. A “typical weekly” hours are modified not to exceed 40 hours per week over 7 days.

The Contractor employee shall perform the following tasks (specific requirements delineated in para. 2.0):

a. Facilitate Core Programs, Core Plus Workshops, Core Plus, and Tone of the Force and other briefs;

b. Conduct marketing and face-to-face meeting with military commanders and leaders;

c. Identify and develop additional capabilities and initiatives that can be delivered by Chaplain Religious

Enrichment Development Operation (CREDO);

d. Make appropriate referrals to a chaplain or other helping professionals;

e. Collect data and use the Navy Chaplain Ministry (CRP-AT) Support Tool to capture measures of performance and measures of effectiveness regarding CREDO programs;

f. Collaborate with other helping professionals within the Navy system; and

g. Submit monthly reports to respective Command Chaplains, CREDO Southwest Director, and the COR

3. TECHNICAL REQUIREMENTS: The Contractor’s employees providing facilitation and implementation of CREDO Southwest programs shall:

a. Be proficient in reading, writing, speaking, and understanding the English language;

b. Have earned a Master's degree or equivalent, in one of the following fields:

c. Divinity; Pastoral Care; Pastoral Counseling; or similar/relevant field of study;

d. Or, Licensed and/or Registered Clinical Social Worker; Counselor, Certified Life-Coach;

e. Or, have a minimum of three (3) years' professional experience facilitating/leading groups in a supportive context.

f. Have an in-depth working knowledge of the military, ethical values, social issues, and military lifestyles;

g. Be able to work within a military structure and environment;

h. Be able to work with little to no supervision, effectively lead groups, effectively communicate in varied settings, and effectively speak in front of large and small audiences;

i. Have passed a background investigation in accordance with section 3.6; and,

j. Be a U.S. Citizen.

4. GENERAL CONTRACT SUPPORT: The Contractor/Vendor is directly responsible for ensuring the accuracy, timeliness and completion of all tasks and deliverables in sections 5 and 6 below. This requirement enables the means to achieve reliable, sustainable, seamless, cost effective and timely delivery of CREDO programs and services throughout the NRSW enterprise.

4.1 Possess an understanding of military customs, courtesies, traditions, protocol, and honors rendered in conjunction with military ceremonies.

4.1.2 Maintain office hours at the CREDO NRSW Office.

4.1.3 Must demonstrate ability to interact with people from all socio-economic backgrounds, military, their family members and civilians.

4.1.4 The US Navy Chaplain Corps supports religious pluralism and provides for the free exercise of religion and as such, the Contractor employee shall work in an ecumenical environment sensitive to all participating in the program and abide by all Department of Defense, Department of the Navy, and Federal laws, rules, and guidelines, including those laws and guidelines pertaining to marriage. Department of Defense policy states that all legally married military couples shall be treated equally and as such, all CREDO marriage and family enrichment retreats are open to all legally married military couples. Contractor’s employees shall be willing to facilitate retreats for all eligible military personnel and their dependents. The Contractor shall ensure that no effort or coercion to conform a participant to a particular religious denomination or faith group shall be manifested directly or indirectly. Proper respect for all religious faith groups shall be maintained.

5. OBJECTIVES AND TASKS: The Contractor employee shall facilitate and implement CREDO Southwest programs based on the Performance Work Statement requirements to ensure an effective program. This program shall address the following areas:

a. A quarterly calendar of events and trainings to establish planning

b. A core curriculum developing of retreats, workshops, and briefs

c. Appropriate advertising of weekly, monthly, and special events

d. Meeting with military commanders and other leaders

e. Coordinating and collaborating with other Navy services and helping professionals

f. Coordinate with installation commands and tenant commands to deliver Core Plus Workshops and Tone of Force and other briefs on an on-demand basis.

5.1 The Contractor employee shall submit in writing all planning items listed above to the respective Command Chaplains for approval no later than the 5th day of the second month after the effective date of the contract. No advertisement of proposed event or activity, either printed or verbal, shall be released until approved by the respective Command Chaplain and the CREDO Southwest Director. Plans shall include the following events at a minimum:

5.1.2 Core Programs: The Contractor employee shall facilitate, near respective installations, NTE eight retreats per year, to include Marriage Enrichment Retreats, Family Enrichment Retreats, Personal Resiliency Retreats and Personal/Professional Growth Retreats. Each retreat shall begin at 1700 Friday evening and conclude no later than 1200 Sunday. Content and curriculum will be provided by CREDO Southwest and the Contractor employee shall deliver the retreat as set forth by CREDO Southwest. Personality and personal experience of the Contractor employee is welcomed and expected, but the atmosphere is one of facilitation and involvement of the group, not simply teaching.

5.1.3 Core Plus Workshops: The Contractor employee shall devise a schedule, coordinated with and approved by the respective Command Chaplain, and published quarterly, which provides for, but is not limited to, the following Workshops (curriculum content provided by CREDO Southwest):

a) ASIST – Applied Suicide Intervention Skills Training 2-day workshop

b) safeTALK – Suicide Alertness for Everyone 3-hour workshop

c) PREP – Divorce Prevention and Relationship Enhancement Program

d) Survival Skills for Healthy Families – Family Wellness

e) Resilient Family Institute - BAM

f) PAIRS

g) Team Building – Meyers-Briggs Type Indicator

h) Arbinger Leadership Development

i) Franklin Covey Leadership Workshops

j) Arsenal Training

5.1.4 Special Events: The Contractor employee’s requirement concerning off-base retreats, special events, or training is as follows:

a. Brief After-Action Reports shall be submitted to the CREDO Southwest Director within five (5) days following the completion of a retreat. The Contractor employee shall maintain continuity folders and incorporate the action reports.

b. Contractor employees shall count actual hours worked during a retreat, to include travel time, but shall not include meal-time or sleeping time in their work-week hour count. For example, a retreat begins 1700 Friday night and ends 1200 Sunday. This retreat would count for 24 hours toward the 40-hour work week, as follows:

Travel time to retreat site: 2.5 hours Friday night session (1700 – 2130): 3.5 hours Saturday morning session (0800 – 1200): 4.0 hours Saturday afternoon session (1300 – 1800) 5.0 hours Saturday evening session (1830 – 2130): 3.0 hours Sunday morning session (0800 – 1200): 3.5 hours Travel time from retreat site: 2.5 hours

c. Contractor employees shall provide their own transportation to special events and/or retreats, and shall be reimbursed by the Contractor, according to the travel funding provided in this contract.

5.1.5 Coordination: The Contractor employee shall coordinate all support requirements with Installation Command Chaplain or appropriate Chapel staff.

5.1.6 Performance Standards: The Government will evaluate the Contractor employee’s performance under this contract using the method of surveillance specified in Performance Requirement Summary – Technical Exhibit (1).

5.1.7 The contractor shall adhere to CDC guidelines during a pandemic and observe the Installation Commander’s Recovery Plan for Religious Programs regarding all in-person religious services.

6. DELIVERABLES / TASKS:

Written reports shall be submitted as described within the PWS and identified in the Performance Requirement Summary (Technical Exhibit 1). Monthly Facilitator reports (Technical Exhibit 2) shall be submitted to respective Command Chaplain, CREDO Southwest Director, and the COR. The COR will submit the CNIC Religious Ministry CREDO report (Technical Exhibit 3) to CNRSE each month. The contract number shall be used on all reports and correspondence presented in the performance of this contract.

Deliverables also include, but are not limited to, proposed draft documents, briefs, and meeting notes. The Contractor employee shall deliver the products to the respective Command Chaplain by the specified due date. The deliverables are property of the Commander Naval Installations Command (CNIC). All raw data as well as resulting tables, matrixes, reports, manuals, audio/visual aids and other such reports generated in execution of this contract shall become the property of CNIC Force Chaplain. Products to be in report, print, presentation, or other format as approved by CNIC Force Chaplain or designated representative.

The Contractor employee shall provide outputs associated with tasks identified within the PWS to include, but not limited to, MS Power Point briefings, MS Word documents and reports, MS Excel spreadsheets, MS Access databases, emails and talking points.

Primary Performance Objective –in Coordination with the CREDO Director

Performance Standard

Method of Surveillance Addressees Method of Performance Assessment

Research and Develop proposed workshops, and seminar modules from a pastoral care perspective:

sexual assault prevention, suicide prevention/ response, domestic violence prevention, healthy professional and interpersonal boundaries, ethical behavior/ spiritual resiliency; evaluate the above initiatives.

Provide 100% of the time

Monitor Tasks & Deliverables/ evaluate effectiveness rating by CREDO participants 80% favorable score is bench mark for minimum acceptable rating.

CREDO

Director/COR

Weekly summary reports of work completed this period, work anticipated, and participant evaluations are due to the CREDO Director

Facilitate CREDO Peer Group/CREDO Instructors Care Meetings

Provide 100% of the time

Random checks/ customer comments & complaints; 80% favorable score is acceptable minimal rating.

CREDO

Director/COR

CREDO Instructors Action Reports are due by COB Monday of each week.

Attend weekly CREDO staff meetings

Provide 100% of the time

Provide 100% Inspection CREDO Director/COR

Provide a status of current work related subjects

Monthly Status Reports and data trend analysis submitted

Provide 100% of the time

Provide 100% Inspection CREDO Director/COR

Monthly, NLT the 5th of each month to the Regional Chaplain, cc

COR

Travel for trainings, workshops and seminars be held at different within San Diego Installations as scheduled with the CREDO Director’s calendar.

Provide 100% of the time

Periodic Inspection CREDO Director/COR

Provide Itinerary each Qtr to the CREDO Director

7. GOVERNMENT MANAGERIAL CONTROLS:

7.1.1 Government personnel: Do not exercise any of the following functions over contractor employees:

7.1.1.1 Supervise or direct.

7.1.1.2 Approve leave or other absences.

7.1.1.3 Train or approve training.

7.1.1.4 Conduct performance appraisals or other evaluations.

7.1.1.5 Provide or approve awards and recognition.

7.1.1.6 State or propose by what method a contractor will perform their duties.

7.1.1.7 Discipline contractor

7.1.2. Contractor/Vendor: May not exercise any of the following functions:

7.1.2.1 Supervise government personnel.

7.1.2.2 Supervise employees of other contractors.

7.1.2.3 Administer or supervise government procurement activities.

7.1.2.4 Perform inherently governmental functions.

7.1.2.5 Evaluate, discipline or reward government personnel

7.1.3. The vendor interprets new requirements on their own initiative; apply new methods to resolve complex and/or intricate, controversial or unprecedented issues and problems, resolving most of the conflicts that arise. The vendor will keep the Region Chaplain informed of progress and potentially controversial matters.

DEFINITIONS, ACRONYMS & PUBLICATIONS

DEFINITIONS AND ACRONYMS:

Definitions:

CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government.

The term used in this contract refers to the prime.

CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

DEPARTURE FROM SPECIFICATION (DFS). Deviation from standard parameters and specifications established in one or more of the Applicable Publications listed herein.

KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in Lowest Price Technically Acceptable procurement, an offer can be rejected if it does not have a firm commitment [in the form of signed and dated “Letters of Intent”] from the persons that are listed in the proposal.

PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

ACRONYMS:

AOR Area of Responsibility CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative DFARS Defense Federal Acquisition Regulation Supplement DOD Department of Defense eDFS Electronic – DFS System FAR Federal Acquisition Regulation ISIC Immediate Superior in the Chain of Command KO Contracting Officer OCI Organizational Conflict of Interest PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TA Technical Assistant TE Technical Exhibit

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

8. Government Furnished Property: Government furnished equipment under this contract are incidental to the place of performance and remains accountable to the Government (FAR 45.000(b)(5) exception) and shall remain in the Government facility at all times. Government will furnish to the contractor the following:

8.1 Standard office furnishings/equipment for contractors assigned to government facilities; e.g., desks, telephone, PCs, access to NMCI and other required software tools. The contractors shall maintain the assigned office space in a neat and orderly manner. The contractor shall not remove any government-furnished property or supplies from the complex.

8.2 Access to copy of publications listed under in Part 7, “Applicable Publications” below in either electronic or printed format.

9. EVALUATION, GUIDELINES, PERSONAL CONTACTS, PHYSICAL DEMAND, WORK

ENVIRONMENT: Contractor shall comply with the following:

9.1 Evaluation: Evaluation will be conducted by the Contracting Officer Representative (COR) via use of a Quality Assurance Surveillance Plan (QASP)

9.2 Guidelines

9.2.1 Normally accepted professional ministry standards will usually serve as guidelines for most work. In many cases, guidelines and expectations will be established by the Navy Chief of Chaplains, CNRSW or CNIC. The contractor uses judgment, initiative and resourcefulness in deviating from established methods to modify, adapt, or refine broader guidelines to resolve specific complex and/or intricate issues and problems; treat specific issues or problems; and propose new policies and practices.

9.2.2 The contractor shall arrange for coverage for all contractual requirements in the event of personal illness, vacations, or any other times that he is unavailable. If the absence is scheduled, the name of the replacement will be provided 15 days calendar days prior to absence (except in case of emergency when the Installation Chaplain and/or staff should be contacted immediately).

9.2.3 Must uphold and adhere to the highest standards of personal conduct, morals and ethics for a professional leader and priest, and must always be conscious of the trusted position he holds and the reputation he embodies as a staff member of Naval Base San Diego Religious Ministries Department.

9.3 Physical Demands

9.4.1 The contractor performs primarily sedentary work; some walking, standing, and carrying of light items, cleaning of immediate work area. No overnight travel is anticipated in this contract.

9.4 Work Environment

9.5.1 The majority of work is performed in a chapel setting, with no unusual risks or discomfort.

Government point of contact is the Installation Chaplain at 619-705-5291.

9.5 Monthly Receive and Acceptance

9.6.1 The Chapel Staff will provide you a copy of the Receive and Acceptance report signed by an authorized Installation Chaplain. This form will be supplied to the Budget and Analytical Support in the Regional Chaplain’s Office to accompany your electronic WAWF input.

ATTACHMENT/TECHNICAL EXHIBIT LISTING

10. ATTACHMENT/TECHNICAL EXHIBIT LIST:

10.1 Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Requirements Statement Summary

Primary Performance Objective –in Coordination with the CREDO Director

Performance Standard

Method of Surveillance Addressees Method of Performance Assessment

Research and Develop proposed workshops, and seminar modules from a pastoral care perspective:

sexual assault prevention, suicide prevention/ response, domestic violence prevention, healthy professional and interpersonal boundaries, ethical behavior/ spiritual resiliency; evaluate the above initiatives.

Provide 100% of the time

Monitor Tasks & Deliverables/ evaluate effectiveness rating by CREDO participants 80% favorable score is bench mark for minimum acceptable rating.

CREDO

Director/COR

Weekly summary reports of work completed this period, work anticipated, and participant evaluations are due to the CREDO Director

Facilitate CREDO Peer Group/CREDO Instructors Care Meetings

Provide 100% of the time

Random checks/ customer comments & complaints; 80% favorable score is acceptable minimal rating.

CREDO

Director/COR

CREDO Instructors Action Reports are due by COB Monday of each week.

Attend weekly CREDO staff meetings

Provide 100% of the time

Provide 100% Inspection CREDO Director/COR

Provide a status of current work related subjects

Monthly Status Reports and data trend analysis submitted

Provide 100% of the time

Provide 100% Inspection CREDO Director/COR

Monthly, NLT the 5th of each month to the Regional Chaplain, cc

COR

11. Performance Goals and Standards:

Contractor/Vendor’s performance will be measured on its ability to provide the deliverable products in the specified format and on time.

12. Hours of Operation: The Individual and Family Resiliency Instructor is responsible for conducting business full time, 40 hours a week over seven days, except recognized holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

Recognized Federal Holidays:

Labor Day New Year’s Day Martin Luther King Jr.'s Birthday Columbus Day President's Day Veteran's Day Memorial Day Thanksgiving Day

Juneteenth Independence Day

13. Place of Performance:

Work is to be performed in the government-provided office spaces and various contracted venues within Navy Region Southwest Area of Responsibility, in coordination with the Region Chaplain.

14. Deliverables:

All deliverables must meet professional standards and the requirements set forth in the contract, and any work orders.

Monthly Status Reports (MSRs) are also required, which provide information of work completed, work in progress, work outstanding, as well as highlighting problems encountered and anticipated, and hours expended and remaining, and accumulated costs. MSRs will be submitted electronically to the Regional Chaplain, carbon copy the Director CREDO and COR.

15. Travel and Other Direct Costs (ODC):

This contract does not claim responsibility for relocation nor dislocation allowance for Contractor/Vendor moving expenses.

The Contractor/Vendor will be required to travel to Marine Corps, Coast Guard and Navy Installations within Navy Region Southwest AOR.

16. Invoicing Instructions and Acceptance:

The vendor will invoice for monthly payment by, (1) Receive and Acceptance form (R&A) submitted to the Management and Program Analyst, and (2) Payment will processed each month via electronic submission of invoice in Wide Area Work Flow/iRAPT – Receipt and Acceptance (WAWF).

Travel for trainings, workshops and seminars be held at different within San Diego Installations as scheduled with the CREDO Director’s calendar.

Provide 100% of the time

Periodic Inspection CREDO Director/COR

Provide Itinerary each Qtr to the CREDO Director

17. Period of Performance:

The period of performance of this contract shall be from:

FY22 Base Year: 30 Sep 2022 – 29 Sep 2023 FY24 Option Year 1: 30 Sep 2023 – 29 Sep 2024

TECHNICAL EXHIBIT 1