Attachment 1 - PWS - Crucial Learning.pdf

PERFORMANCE WORK STATEMENT (PWS)

Phoenix Area Indian Health Service (PAIHS) Core Strengths / Strength Deployment Inventory (SDI) 2.0 Area-Wide Blanket Purchase Agreement (BPA)

1. GENERAL INFORMATION

1.1 Title

Core Strengths / Strength Deployment Inventory (SDI) 2.0 – Subscription/Licensure, Assessment Credits, and Associated Support Services

1.2 Background

The Phoenix Area Indian Health Service (PAIHS) requires access to the Core Strengths / Strength Deployment Inventory (SDI) 2.0 platform to support relationship awareness, team effectiveness, leadership development, communication, and conflict management initiatives throughout the Phoenix Area.

The SDI 2.0 framework is currently in use within PAIHS, and Government personnel have been trained to facilitate and administer the program. The requirement includes access to the SDI 2.0 assessment methodology, electronic assessment administration, participant profiles, reporting and team tools, and associated resources necessary to support implementation throughout participating PAIHS locations.

1.3 Objective

The objective of this requirement is to provide PAIHS with continuous access to the SDI 2.0 platform and sufficient assessment credits, tools, reporting capabilities, and support to administer the program across multiple Phoenix Area locations.

The solution shall enable authorized Government personnel to administer assessments electronically, manage participant profiles, generate individual and team reports, conduct team and organizational analysis, and maintain participant results within the platform.

1.4 Scope

The Contractor shall provide a commercial SDI 2.0 subscription/licensure solution throughout the three-year BPA ordering period.

The requirement includes:

a. SDI 2.0 assessment credits;

b. SDI/Core Strengths platform subscription access under the Business Plan for up to 2,500 members;

c. Electronic administration of SDI 2.0 assessments;

d. Individual and team reporting capabilities;

e. Participant profile management and portability;

f. Team comparison and organizational analysis capabilities;

g. SDI-related user guides, job aids, and training-support materials; and

h. Customer and administrator support necessary for successful use of the platform.

Specific quantities and pricing will be established in the BPA and applicable BPA calls.

1.5 BPA Ordering Period

The BPA will have a three-year ordering period beginning on the effective date of the BPA.

There are no option periods.

The Government may place calls against the BPA during the ordering period in accordance with the terms and conditions of the BPA and subject to the availability of funds.

1.6 Place of Performance / Government Users

Services will primarily be provided electronically to authorized Government personnel throughout the Phoenix Area, including personnel working remotely or through approved telework arrangements.

Participating locations may include:

• Phoenix Area Indian Health Service – Phoenix, Arizona

• Uintah-Ouray Service Unit – Fort Duchesne, Utah

• Desert Visions Youth Wellness Center – Sacaton, Arizona

• Nevada Skies Youth Wellness Center – Wadsworth, Nevada

• Hopi Health Care Center – Polacca, Arizona

• Colorado River Service Unit – Parker, Arizona

• Whiteriver Service Unit – Whiteriver, Arizona

• Phoenix Indian Medical Center – Phoenix, Arizona

• Fort Yuma Service Unit – Winterhaven, California

• Elko Service Unit – Elko, Nevada

The Government may authorize access for additional Phoenix Area personnel or organizational components within the limits of the BPA subscription.

2. PERFORMANCE REQUIREMENTS

2.1 SDI 2.0 Assessment Credits

The Contractor shall provide SDI 2.0 assessment credits in the quantities ordered under individual BPA calls.

Each assessment credit shall enable an authorized participant to complete the applicable SDI 2.0 assessment electronically and receive the associated individual results/profile.

The assessment capability shall:

a. Provide electronic administration of the SDI 2.0 assessment;

b. Generate participant results based on the SDI 2.0 methodology;

c. Permit individual results to be viewed, printed, or shared electronically, as supported by the commercial platform; and

d. Support use of participant results in applicable team and group comparison functions.

Assessment credits shall be available for Government use upon acceptance of the applicable BPA call requirements.

2.2 SDI/Core Strengths Platform Subscription

The Contractor shall provide subscription/licensure access to the SDI/Core Strengths platform under the Business Plan for up to 2,500 members, as ordered under the BPA.

The platform shall provide authorized Government users the ability to:

a. Administer SDI 2.0 assessments;

b. Establish and maintain participant profiles;

c. Store and retrieve participant assessment results;

d. Establish and manage teams;

e. Generate individual and team reports;

f. Compare participant and team results using applicable SDI 2.0 methodology and tools;

and

g. Perform consolidated analysis across participating PAIHS locations.

The platform shall be accessible through commonly used modern web browsers without requiring Government users to install specialized locally hosted software unless specifically approved by the Government.

2.3 Administrative Access

The Contractor shall provide role-based administrative access for Government personnel designated to administer or facilitate the SDI 2.0 program.

Administrative functionality shall allow designated personnel, as supported by the commercial platform, to:

a. Manage authorized users;

b. Administer assessments;

c. Establish and manage teams;

d. Access participant and team results;

e. Generate available reports; and

f. Perform other administrative functions necessary to support Government use of the platform.

The Government will identify personnel authorized to receive administrator or facilitator access.

2.4 Participant Profile Portability

The platform shall permit participant SDI 2.0 profiles and results to be used across multiple authorized teams and organizational groupings without requiring a participant to repeat an assessment solely because the participant changes teams or organizational assignments.

Participant profiles shall remain available during the applicable subscription period in accordance with the commercial platform's functionality and applicable data-retention requirements.

2.5 Reporting and Team Analysis

The platform shall provide reporting and analytical capabilities sufficient to support individual, team, and organizational use of SDI 2.0 results.

At a minimum, the platform shall:

a. Generate individual assessment results;

b. Generate applicable group or team reports;

c. Allow authorized Government personnel to establish and modify teams;

d. Support comparison of participants and teams using applicable SDI 2.0 tools;

e. Support consolidated analysis across multiple PAIHS locations; and

f. Permit reports or results to be exported in commonly used electronic formats, such as PDF, CSV, or Excel, where supported by the commercial platform.

2.6 Training-Support Materials

The Contractor shall provide authorized Government facilitators and users access to commercially available SDI-related training-support materials associated with the subscription.

Materials may include:

a. User guides;

b. Job aids;

c. Platform instructions;

d. Facilitator resources;

e. Non-assessment SDI tools; and

f. Other commercially available resources included with the applicable subscription.

Live instructor-led training or certification services are not included unless specifically identified and ordered under a BPA call.

2.7 Customer and Technical Support

The Contractor shall provide customer and platform support throughout the applicable subscription period.

Support shall include assistance with:

a. Account and access issues;

b. Administrator and facilitator access;

c. Assessment-credit availability;

d. Platform functionality;

e. Reporting and profile-management issues; and

f. Other issues affecting Government use of the contracted services.

The Contractor shall acknowledge Government support requests within one business day.

Issues affecting Government access to the platform or required functionality shall be addressed in accordance with the Contractor's applicable commercial support practices and service levels.

3. PERFORMANCE STANDARDS AND ACCEPTANCE

3.1 Platform Access

Performance Standard: The SDI 2.0 platform shall be accessible to authorized Government users throughout the applicable subscription period, subject to scheduled maintenance and circumstances outside the Contractor's reasonable control.

Acceptable Performance: Authorized users can access the platform and required functionality. Known outages or service interruptions materially affecting Government use are communicated to the designated Government point of contact.

3.2 Assessment Credits

Performance Standard: Assessment credits ordered under a BPA call shall be available for Government use in the quantity ordered.

Acceptable Performance: The Government verifies that the ordered quantity of credits is available and assessments can be administered.

3.3 Reporting and Team Functionality

Performance Standard: Required individual, team, reporting, and analytical functionality shall operate materially in accordance with the requirements of this PWS.

Acceptable Performance: Authorized Government users can generate required reports and perform applicable team-management and comparison functions without material defects preventing their intended use.

3.4 Customer Support

Performance Standard: Government support requests shall be acknowledged within one business day.

Acceptable Performance: Support requests are acknowledged within the required timeframe and addressed in accordance with the Contractor's applicable commercial support practices based on the nature and severity of the issue.

3.5 Initial Access

Unless otherwise specified in an individual BPA call, the Contractor shall:

a. Provide administrative access and platform setup instructions within 10 business days after issuance of the applicable call; and

b. Enable the ordered subscription and make ordered assessment credits available within 45 calendar days, or within another timeframe mutually agreed to in writing by the Government and Contractor.

3.6 Acceptance

Government acceptance will occur when the Government verifies, as applicable to the BPA call, that:

a. Required platform access has been enabled;

b. Required administrative access has been established;

c. Ordered assessment credits are available;

d. Required reporting and team functionality is operational; and

e. Any other deliverables identified in the BPA call have been provided.

The Contracting Officer's Representative (COR), when designated, will perform acceptance in accordance with the terms of the BPA and applicable call.

4. GOVERNMENT SURVEILLANCE

The Government will monitor Contractor performance to determine compliance with the performance requirements and standards established in this PWS and applicable BPA calls.

Surveillance may include:

a. Verification of platform and administrative access;

b. Verification of assessment-credit quantities;

c. Functional checks of reporting and team capabilities;

d. Review of support responsiveness and issue resolution; and

e. Review of deliverables required by individual BPA calls.

Government surveillance does not relieve the Contractor of responsibility for managing and ensuring the quality of its performance.

5. GOVERNMENT-FURNISHED INFORMATION AND PROPERTY

5.1 Government-Furnished Information

The Government will provide information reasonably necessary to establish and administer authorized Government access, which may include:

a. Names and contact information for designated Government administrators and facilitators;

b. User enrollment information, rosters, or instructions for self-registration, as applicable;

and

c. Contact information for the COR and other authorized Government representatives.

5.2 Government-Furnished Property

No Government-furnished property is anticipated.

6. PRIVACY, INFORMATION SECURITY, AND DATA HANDLING

6.1 Data Handling

The Contractor shall identify the categories of user information and assessment data collected, stored, processed, or transmitted through the platform.

Government assessment data shall be used only as necessary to provide the contracted services and shall not be sold or used for advertising or marketing purposes.

Upon Government request, the Contractor shall provide available Government assessment data or results in a mutually agreed electronic format to support Government continuity and records-management requirements.

6.2 Information Security

The Contractor shall implement administrative, technical, and physical safeguards appropriate to protect Government information processed, stored, or transmitted through the platform.

The Contractor shall comply with applicable Federal and HHS/IHS information-security requirements incorporated into the BPA or applicable BPA call.

The Contractor shall provide information or documentation reasonably required to support Government security review of the platform.

6.3 Security Incidents

The Contractor shall promptly notify the Contracting Officer and COR of any suspected or confirmed security incident involving Government information in accordance with the notification requirements incorporated into the BPA or applicable BPA call.

The Contractor shall cooperate with Government requests for information reasonably necessary to assess and respond to an incident.

6.4 Data Availability and Disposition

Upon Government request and to the extent supported by the commercial platform, the Contractor shall provide available Government data or assessment results in an agreed electronic format.

At expiration or termination of the applicable subscription, Government information shall be handled in accordance with applicable contract requirements and the Contractor's approved data-retention and disposition practices.

7. SECTION 508 ACCESSIBILITY

Information and Communication Technology (ICT) provided under this requirement shall comply with applicable Section 508 accessibility requirements identified in the solicitation, BPA, or applicable BPA call.

The Contractor shall provide available accessibility conformance documentation for the platform and electronic deliverables upon Government request.

The Contractor shall identify any known accessibility limitations applicable to the services provided under the BPA.

8. CONTRACTOR PERFORMANCE MANAGEMENT

The Contractor is responsible for managing the personnel, resources, systems, and commercial processes necessary to meet the performance requirements of this PWS.

The Contractor shall designate a point of contact responsible for coordinating performance and resolving administrative or technical issues associated with the BPA.

Nothing in this PWS authorizes Government personnel to supervise Contractor employees or direct the Contractor's internal methods of performance.

9. GOVERNMENT ROLES

9.1 Contracting Officer

The Contracting Officer (CO) is the only Government official authorized to enter into, administer, modify, or terminate contractual requirements or otherwise bind the Government.

9.2 Contracting Officer's Representative

The CO may designate a Contracting Officer's Representative (COR) in writing.

The COR may monitor performance, review deliverables, perform acceptance functions within the scope of the designation, and communicate with the Contractor regarding technical matters.

The COR is not authorized to change the terms or conditions of the BPA or any BPA call, authorize additional work, or otherwise obligate the Government.

10. KICKOFF / POST-AWARD COORDINATION

Following establishment of the BPA or issuance of the initial BPA call, the Government may conduct a kickoff meeting with the Contractor.

If required, the meeting may address:

a. Government and Contractor points of contact;

b. Administrative access and account setup;

c. Assessment-credit activation;

d. Reporting and team-management functionality;

e. Support procedures;

f. Security and privacy responsibilities; and

g. Invoicing and acceptance procedures.

The Contracting Officer may waive the kickoff meeting when it is determined unnecessary.

11. INVOICING

Invoices shall be submitted in accordance with the BPA and applicable BPA call.

Invoices shall identify, at a minimum:

a. Applicable BPA and call number;

b. Services or assessment credits provided;

c. Quantity and unit price, where applicable;

d. Applicable performance or subscription period; and

e. Other information required by the payment instructions incorporated into the award.

Payment will be made only for supplies or services ordered, delivered, and accepted in accordance with the BPA and applicable BPA call.

12. TRAVEL

Government-funded travel is not anticipated.

Any travel determined necessary during performance must be specifically authorized in writing by the Contracting Officer before costs are incurred and must comply with the terms of the BPA and applicable BPA call.

13. RECORDS AND DOCUMENTATION

The Contractor shall maintain records and documentation sufficient to demonstrate performance and support invoicing under the BPA and individual BPA calls.

Records shall be retained and made available in accordance with applicable contract terms and Federal requirements.