ATT 1 Statement of Work.pdf

R1 DIG Facilitation SOW 7/24/24

US Department of Agriculture (USDA)

Statement of Work

Updated 7/24/24

Contents Project General Information

1.0 Scope of Work

2.0 Background

Contractor Requirements

3.0 Technical Requirements / Tasks

4.0 Government Furnished

5.0 Deliverables / Schedule

6.0 Travel

7.0 Contractor’s Key Personnel

8.0 Security Requirements

9.0 Data Rights

10.0 Section 508 – Electronic and Information Technology Standards

11.0 Evaluation Factors for Award

Project R1 Data, Information, and Geospatial Workshop Training/Facilitation for Team building and Leadership Development

General Information

1.0 Scope of Work

The Regional Data, Information, and Geospatial (DIG) Directorate of the U.S. Forest Service (USFS) Northern Region (R1) is seeking a contractor to facilitate and provide training during a 2.5‐day virtual All Staff Workshop (Base Item 1), with options to provide one to three short virtual sessions (maximum of 2 hours per session).

The successful contractor is guaranteed to be awarded the Base Item work under this contract. Optional Items may or may not be awarded, depending on funding availability.

Base Item 1 (BI 1): All Staff Workshop. The contractor will work with the government to plan and create an agenda; and identify, develop, and/or provide professional development assessment tools and facilitation techniques for a 2.5‐day all staff workshop hosted virtually, October 21‐24. The workshop will be focused on team building and group‐based decision‐making for twenty staff members that comprise the entire Directorate. The workshop’s goals are to strengthen personal and professional connections with each other, continue to build a foundation of trust, celebrate the year’s successes, and discuss opportunities for workflow and process improvement. The contractor will facilitate and provide training during the workshop. The contractor will lead the October All Staff Workshop sessions using a variety of activities and tools to help the team fulfill the above goals.

Optional Items 2, 3, and 4 (OI 2, OI 3, OI 4): The workshop in Base Item 1 may be followed by one to three virtual sessions (maximum of 2 hours per session) to check progress and/or allow time for additional training provided by the contractor.

2.0 Background

The DIG Directorate is a new staff area that was formed in late 2023. The staff area is comprised of around twenty remote (home‐based) employees. Two thirds of the employees were previously on smaller teams that were moved from other staff areas, while the remaining third are new hires to the region or agency. As part of the realignment, a new level of leadership was established in the form of one Director and five Program Managers.

The workshop and virtual sessions will require a contractor that has the tools and expertise to guide the team through various processes of team building and group‐based decision‐making. The contractor should be prepared to acquire and guide the team through a professional development assessment that evaluates how individual attributes can inform and help contribute to a high‐performing team. Optional virtual sessions may or may not be awarded based on the outcomes of the October workshop and on funding availability.

Contractor Requirements

3.0 Technical Requirements / Tasks

Contractor should have experience with or the ability to work with a technical or science‐oriented team. Previous experience working with a Federal Agency, particularly with the USFS, is preferred.

Base Item 1:

o Contractor personnel will work with USFS staff virtually to develop an agenda for the 2.5‐day October All Staff Workshop that includes a variety of activities and tools aimed at team building and group‐based decision‐making. Activities and exercises may include but are not limited to models of high performing teams, visioning exercises, core values exercises, frameworks that build team trust and resilience, and tools that help staff build communication skills, navigate conflict, and support their employees during change.

o Contractor personnel will lead or assist with leading sessions during the 2.5‐day October virtual All Staff Workshop.

o Contractor personnel will acquire a professional development assessment tool, provide the tool questionnaire to participating staff, and debrief results with the group during the October All Staff Workshop. Such an assessment may include BetterTeams Assessment, 16 Personalities, Thomas‐ Kilmann Conflict Mode Instrument, or similar.

Optional Items 2, 3, 4 o Contractor personnel will conduct one to three virtual sessions (maximum of 2 hours per session) to check progress and/or allow time for additional training provided by the contractor.

4.0 Government Furnished

For planning, conducting the workshop, and follow up sessions, including OI’s 2, 3, and 4, USFS staff will be available to work with contractor personnel virtually via Microsoft Teams, Zoom, or other online collaboration tool.

5.0 Deliverables / Schedule

Item No.

Target Pay

Item

Deliverable /

Item

Description Due

1 October All Staff Workshop

BI 1 Planning Meeting

Contractor meets virtually with the USFS team to identify agenda development needs for the October All Staff Workshop

9/15/2024

2 October All Staff Workshop

BI 1 Draft Agenda Contractor delivers draft agenda.

9/30/2024

3 October All Staff

BI 1 Agenda

Feedback

The USFS team reviews and provides feedback on draft agenda for the workshop and returns to contractor for updates.

10/7/2024

4 October All Staff

BI 1 Assessment Questionnaire

Contractor provides the assessment questionnaire to workshop participants.

10/7/2024

5 October All Staff

BI 1 Assessment Responses

Workshop participants complete and submit assessment questionnaires.

10/14/2024

6 October All Staff

BI 1 Final Agenda Contractor delivers final agenda.

10/18/2024

7 October All Staff

BI 1 Workshop Facilitation and Training

Contractor leads activities, facilitates discussion, debriefs the assessment results, and provides training during the onsite workshop.

10/21/2024‐ 10/24/2024 (A total of 2.5 days, or 20 hours, worth of facilitation work will be done by the contractor during these 4 days)

8 All Staff Virtual Session

OI 2 Virtual Session Facilitation and Training

Virtual follow up or training sessions are completed.

11/15/2024

8 All Staff Virtual Session

OI 3 Virtual Session

Training

11/30/2024

10 All Staff Virtual Session

OI 4 Virtual Session

Training

12/15/2024

6.0 Travel

No travel is required.

7.0 Contractor’s Key Personnel

Key USFS contacts include: R1 DIG Director (Anna Jones‐Crabtree); R1 DIG COR (Alexa Carroll); R1 DIG Communications Program Manager (Mary Schoeppel).

8.0 Security Requirements

Not applicable. Contractor personnel are not required to hold any level of security clearance.

9.0 Data Rights

Due to the fact that that some of the assessments developed and used by the Contractor may be used to gather Personally Identifiable Information (PII) from employees, the Government retains full rights of the data produced, collected, acquired, and used as part of this contract. The Contractor may not use, release, publish or disclose this data to any other sources without the express written consent of the Contracting Officer.

10.0 Section 508 – Electronic and Information Technology Standards PDFs and other digital files and services delivered by the contractor should be 508 compliant, e.g., machine‐readable.

11.0 Evaluation Factors for Award

1. Project Proposal (30%)

a. Key personnel

b. Tools and services available

c. Alignment with stated needs

2. Past performance (30%)

3. Past experience (40%)

a. Facilitation experience

b. Training experience

c. Experience working with the government

d. Experience working with technical or science staff areas