Attachment_4_PWS_(v2)_0002.pdf

PERFORMANCE WORK STATEMENT (PWS)

2024 Bay-Delta Office Strategic Plan Training

1.0 GENERAL: The Bay-Delta Office coordinates the legal and regulatory compliance requirements associated with the Central Valley Project, provides biological support for water operations, implements many of the fish and wildlife project purposes, and supports water supply development, in partnership with other Reclamation offices, agencies, stakeholders, interested parties, and the public.

Office Name/Location: Bay-Delta Office (BDO), 801 I Street, Sacramento, CA 95814.

2.0 SCOPE: The Bay Delta office seeks to learn how to use proven methods to establish strategic direction and the support executing plans to create alignment and clarity. While making some progress, the process has lacked shared clarity on the steps and the criteria for evaluating the strategic value of the efforts. BDO Leadership feels that a facilitated training/working session(s) will provide the guidance and momentum for breaking this stagnation. Personnel development opportunities/challenges within the environmental constraints faced by the BDO should be developed. A framework for developing and executing an organizational structure that supports the BDO’s overarching initiatives should be developed. The BDO is seeking vendors with experience in water rights, related to regulatory issues, and the challenges of Bay-Delta fish and wildlife, which include, but not limited to wildlife species, domestic and agricultural deliveries, power production, and the surrounding communities. There will need to be a focus on developing Key Performance Indicators (KPIs) that support conservation efforts.

3.0 PERIOD OF PERFORMANCE: November 15, 2023, through November 15, 2024.

3.1 RECOGNIZED HOLIDAYS: The Contractor is not required to perform services on Federal Holidays:

New Years Day Labor Day Martin Luther King Jr’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Christmas Day Independence Day

4.0 PERSONNEL QUALIFICATIONS: Mastery of organizational effectiveness, training, and facilitation.

5.0 TRAVEL: The Contractor shall use the appropriate government rates as posted on www.gsa.gov, and include travel expenses in total summation of quote.

6.0 SECURITY: The Project Manager or Contracting Officer’s Representative (COR), Brooke White, will assist with the Contractor’s entry into secure areas and inform the Contractor of security procedures at the meeting location of the hotel. The Contractor shall comply with all security procedures. All contractor produced and Government furnished information related to this contract is designated Public Information (Non-Official-Use-Only), except for the Government furnished work products which are designated Official Use Only – SENSITIVE (FOUO/SENSITIVE).

The Contractor shall be required to supply Reclamation with the legal names and other personal information of employees who will be working under this contract. Reclamation reserves the right to perform security checks on Contractor employees.

7.0 TRAINING: The Contractor is responsible for all training for its employees except when training can only be provided by Reclamation. Requests for training by exception must be provided to and approved by the CO prior to the Government conducting training.

8.0 DELIVERABLES: The table below provides a listing of deliverables, the media with the number of copies, and the recipients.

http://www.gsa.gov/

8.1 Deliverable #1 (Session Preparation): Contractor meeting(s) with BDO Leadership Team in person in Indian Wells, CA, and relevant stakeholders to develop targeted training for the Sessions in Deliverable 8.3, to support achieving the following objectives:

• Develop a shared understanding of the goals, results, and benefits of Strategic Planning

• Define a common language for the components of strategic planning

• Develop a shared understanding of the role of each component

• Develop a Strategic Planning framework on which to build targeted action plans to ensure the organization is

"doing the right things, the right way, for the right reasons."

• Explore the critical nature of measuring and monitoring in the success of a Strategic Plan and develop those

"yardsticks" to track progress during implementation

8.2 Deliverable #2 (Exercise Review): Contractor meeting with BDO Leadership Team in person in Sacramento, CA and relevant stakeholders to conduct an application exercise review of the proposed Sessions and make necessary adjustments.

8.3 Deliverable #3 (Deliver Sessions): Contractor delivery of Sessions with BDO Leadership Team in person in Sacramento, CA, and relevant stakeholders to achieve the objectives listed in Deliverable #1, Task 8.1.

8.4 Deliverable Table:

DELIVERABLE DUE DELIVER TO

Session Preparation November 28th-30th Meet with BDO leadership in person at 45000 Indian Wells Lane, Indian Wells, CA.

Exercise Review 60 days from Award Date

Meet with BDO Team at 2800 Cottage Way, Sacramento, CA; Send electronic copy to COR

Deliver Sessions 6 months from Award Date

Meet with BDO Team at 2800 Cottage Way, Sacramento, CA; Send electronic copy to COR

The contractor will propose dates for exercise review and deliver sessions based on training methodologies.

9.0 QUALITY:

Quality shall be measured based on the following:

Performance Objective Method of Surveillance (Quality Assurance)

Standard to be Met/Allowable Deviation Performance Goal

Government concerns addressed in each phase’s final report.

Observation by COR Less than 5% deviation from performance standard throughout the life of an individual task order.

95% of the time.

Delivery Schedule for each phase.

COR monitoring deliverables No more than 2 overdue occurrences of more than 2 working days without prior communication per task order performance period, and zero delays resulting in task order expiration or extension (modification) resulting in a negative impact to the Government.

98% of the time.

Notification to Reclamation when contractor’s activities are not in compliance with the specifications and drawings

Observation by COR Less than two incidents where the Contractor did not exercise due diligence in complying with the specifications and drawings.

98% of the time.

10.0 Identification of Contractor Employees: All contractor personnel are required to identify themselves as contractors. Whether attending meetings, answering Government telephones, or working in other situations where their contractor status is not obvious to third parties, they must make their status known to avoid creating an impression that they are Government employees.