I_01b. SOW_Amendment 0002.docx

STATEMENT OF WORK (SOW)

FOR

Executive Coaching with Assessments & Leadership Development Resources 22 August 2023

1. BACKGROUND

The U.S. Department of the Treasury (Treasury), Treasury Executive Institute (TEI) is seeking a subscription to a web-based application resource that provides a platform for on-demand professional coaching in areas such as alignment, cognitive agility, and managing teams that will equip leaders to more effectively tackle the daily demands associated with their roles for the Treasury’s Departmental Offices. Specifically, TEI would like to utilize professional coaching to help its clients develop Executive Core Qualifications (ECQs), (1) learn and practice coaching skills, (2) improve the ability to give and receive feedback, and (3) become more effective leaders for their teams.

2. SCOPE

The Contractor shall provide a virtual coaching platform that includes scheduling, coach matching, assessments, a resource portal, and on-demand specialty coaching available for each coaching participant. The Executive Coaching shall take place virtually, consisting of individualized, one-on-one sessions.

3. TECHNICAL REQUIREMENTS

The Contractor shall provide online subscription services with online access to the digital libraries via the website platform, 24 hours a day, 7 days a week, with customer support.

3.1 Executive Coaching

The Contractor shall provide all services, materials, supplies, equipment, and project supervision, as required in connection with this Statement of Work (SOW). The executive coaching engagement covered by each license of six or twelve months (transferable if there is more than 4 months left on a license) shall consist of:

Coaching, assessment & development resources

· 1:1 Coaching by ICF credentialed coaches.

· On-Demand Coaching with sessions occurring within one business day

· Learning/Development Resources to support the coachees to gain knowledge and develop skills in coaching areas which includes a whole-person approach

· Assessment to be completed at start and end of engagements

· Capacity to offer 360 Assessments aligned with Office of Personnel Management’s Executive Core Qualifications included in the platform/licensing fee.

· Platform access for users to serve as single stop for all services/resources and for admins to show real time monitoring and usage (dashboard as well as reports). Interested parties will be requested to provide a demo of their platform.

· Demonstration of ability to scale resources is necessary due to nature of the contracting mechanism

3.2 Engagement Preparation Time:

· Once approved, the client will use the platform to schedule an introductory discussion to assess fit between the designated coach and client. Timely identification of coaches is required, within 5 business days of request

· During the introductory session, or within a week of it, there will be an orientation/intake session to learn more about the executive, his/her areas of support and development, and a description of the coaching process, outcomes, and any other logistical considerations included in the engagement.

· Within the first two sessions, there will be a development of a coaching plan to include customized deliverables and development objectives aimed at helping the participant achieve the desired outcomes and alignment to organizational goals.

3.3 Unlimited coaching sessions for term of individual license:

The Contractor will provide unlimited access to coaches. Coaching sessions will be scheduled by the client on the platform based on coach availability and last for 30-60 minutes.

3.4 Preferred Coaching Cadre:

Coaches shall be International Coach Federation credentialed.

3.5 360 Assessments

At least one of the 360 Assessment(s) provided on the platform must align with Office of Personnel Management’s Executive Core Qualifications (ECQs) included in the licensing fee. Definitions for the ECQs can be found at Executive Core Qualifications (opm.gov) The 360 Assessment(s) must be completed online and include reports for the coachee. The Contractor must share documentation attesting to the validity and reliability of the assessment.

4. DELIVERY REQUIREMENTS

The Contractor shall provide deliverable(s) in a format mutually agreed upon by TEI and the Contractor. The following deliverables are not expected to change.

4.1 Monthly/Quarterly Status Reports

The Contractor must provide Monthly/Quarterly Status Reports and TEI access to an administrative webpage documenting the previous month activity. The reports and webpage must be delivered or made available to TEI designated staff by the 7th of the subsequent month/quarter and include, at a minimum, the following information:

4.1.1 Engagement with Coaches

· Total number of sessions completed

· Total time spent in sessions

· Average number of completed sessions and time in session per coachee

· Most common topics discussed in coaching sessions (denoted by percentage)

4.1.2 Learning resources outside of Coaching Sessions

· Total number of completed learning resources

· Completed learning resources by topic (total hours per topic)

· Average number of learning resources completed per coachee

4.1.3 Post Session Survey Results

Post session survey results should be shared monthly with recent client completion results and at a minimum include the following:

· Percentage of coachees that feel coaching is a valuable use of their time

· Percentage of coachees that feel coaching makes them more effective at work

· Percentage of coaches that feel they have made meaningful progress toward their goals

4.1.4 Behavioral Change Data

· Behavioral change data (measured by change from the initial baseline onboarding behavioral assessment to a re-assessment to be completed 120 days after onboarding)

· Key behavioral themes and insights related to assessment data

· Recommended next steps to capitalize behavioral strengths and ways to address any development areas

4.2 Final Report

The Contractor must provide a Final Report to be submitted prior to the completion of the period of performance. The Final Report, must, at a minimum, include the following information.

4.2.1 Engagement with Coaches (see description above)

4.2.2 Learning resources outside of Coaching Sessions (see description above)

4.2.3 Post Session Survey Results (see description above)

4.2.4 Behavioral Change Data (see description above)

5. GOVERNMENT-FURNISHED EQUIPMENT AND GOVERNMENT FURNISHED INFORMATION

N/A

6. PLACE OF PERFORMANCE

Services will be available online via the contractor’s website. The online subscription service will be used on government computers in various agencies who partner with TEI and on government issued computers for employees who telework and/or remote work.

Coaching sessions are to be performed virtually via video conference meetings or telephone.

7. PERIOD OF PERFORMANCE

The period of performance consists of one 12-month base period and four (4) 12-month option periods as follows:

Base Period: 9/30/2023 – 9/29/2024 Option 1: 9/30/2024 – 9/29/2025 Option 2: 9/30/2025 – 9/29/2026 Option 3: 9/30/2026 – 9/29/2027

Task orders placed against this IDIQ will have their own periods of performance.

8. WORK HOURS

Online service is available 24 hours a day/7 days a week.

8.1 Hours of Operation

The Contractor is responsible for performing live coaching services between the hours of 8 am and 5 pm Monday through Friday based on client location/time zone, except Federal holidays or when the Government agency is closed due to local or national emergencies, administrative closings, or similar Government directed agency closings.

8.2 Recognized Holidays

The Contractor is not required to perform services on the following holidays:

Eleven Federal holidays are set by law (USC Title 5 Section 6103). Under current definitions, four are set by date:

The following six Federal holidays are set by a day of the week and month:

The Contractor shall also follow any other holiday as declared by the President.

8.3 Unauthorized Work

The Contractor is not authorized at any time to commence performance prior to the issuance of a signed Task Order or other written approval provided by the CO to begin work.

9 SECURITY

Information is unclassified and does not require DD Form 250.

10 508 COMPLIANCE

This service must meet industry standards to comply with 508 regulations.