ATTACHMENT A 36C10X21Q0032.pdf

Attachment A: Performance Work Statement Personality Assessment Tool

VHA Healthcare Leadership Talent Institute

1. INTRODUCUTION/BACKGROUND:

The VHA Healthcare Leadership Talent Institute (HLTI) is charged with identifying, developing, and strategically managing the enterprise and healthcare leadership talent across VA. In fulfilling this responsibility, HLTI uses assessment tools to triangulate and calibrate its processes for identifying and developing future leadership pipelines and employee talent.

2. OBJECTIVE:

The objective of this requirement is to purchase access to a personality assessment tool which will provide HLTI with personality dimension scores. This information will assist HLTI in identifying, developing, and strategically managing the enterprise and healthcare leadership talent across VA.

This scope of work is to purchase access to a personality assessment tool (or combination of assessment tools) that has specific qualities to enable this process triangulation, including:

- self-report measure of general personality (informed by Five-Factor Model), derailment risks, and motives;

- empirical validation against a cohort of U.S. multi-sector leaders;

- electronic individual and group data/reports;

- de-identified participant access (alpha numeric assignment);

- online web-based accessibility to assessment;

- HLTI certification to self-manage the delivery of feedback/coaching to VA participants completing the assessment tool;

- vendor rescoring of assessment scores to High Potential Model scores.

3. MAJOR REQUIREMENTS:

HLTI is seeking an empirically validated and theory-informed self-report personality assessment tool (or combination of assessment tools) with online web-based accessibility, electronic individual and group data/reports, de-identified participant access (alpha numeric assignment), and HLTI certification to self-manage the delivery of assessment feedback/coaching.1

1) Empirically validated means this tool has a published/available research or technical guide to show it has been model-tested (factor analysis) against multi-sector U.S. leaders with results for construct validity, item reliability, and assessing sub-group differences (e.g., leadership level, gender, race/ethnicity).

2) Theory-informed means the assessment measures traits identified and supported in the leadership and personality literature. The personality assessment must provide measurement of general personality (informed by the Five-Factor Model), derailment risks, and motives. The measurement of these personality traits shall

1 A comparative offering is the Hogan Personality Inventory, Hogan Development Survey, and the Hogan Motives, Values, Preferences Inventory be measured via one assessment tool or a combination of assessment tools (i.e., separate instruments for general personality, derailment risks, and motives).

4. Vendor shall provide:

The Contractor shall provide the following for this tool:

1. Online accessibility to the self-assessment tool, whereby the VA participant can access the tool via a laptop or mobile device system, using an individual/personalized weblink, and during unrestricted hours (e.g., 24-hour and weekend access).

2. Electronic reports, by HLTI-defined cohorts, sent to HLTI of each individual assessment (in PDF format), including a cohort summary report of all individual raw data scores (in an extractable Excel format) and option for a bi-annual cohort/group diagnostic report indicating organizational trends (in PDF format).

Individual reports shall be designed to provide emerging and mid-level managers a concise overview of their assessment results.2

3. De-identified participant access by providing HLTI with a list of alpha-numeric codes and associated emails/weblinks for HLTI assignment of the self-assessment tool. All electronic reports will use the alpha-numeric codes for tracking/reporting participant scores. HLTI is responsible for maintaining the linkage of alpha-numeric codes to participant names.

4. In-person or online certification process for HLTI members, as needed, to receive training to self-manage the delivery of feedback/coaching to VA participants completing the leadership potential assessment tool.

5. Project support by assigning a representative to work with HLTI to ensure the project is managed and resourced to meet deadlines and quality expectations, and to oversee all aspects of the assessment setup and administration, including:

providing the alpha-numeric codes and associated emails/weblinks to HLTI, timely status updates of complete and incomplete online assessments, and preparing and forwarding data reports (PDFs, Excel) to HLTI.

6. Expected timelines for the assessment tool:

a. Tool Completion: No more than 90-minutes, on average, for a participant to complete the online assessment (or battery of assessments) with ability to complete the assessment in multiple sittings (i.e., start/stop option in tool completion).

b. Individual Report Delivery: Delivery of the electronic individual report (PDF) to HLTI within three business days of assessment completion/submission by participant. May be sent as individual or batched reports.

c. Cohort Report Delivery: Delivery of the cohort summary report of individual scores (in an extractable Excel format) and an option for a bi-annual cohort/group diagnostic report (PDF) to HLTI within three business days of cohort assessment completion/submission. Cohort to be defined by HLTI (based on participant codes).

2 A comparative offering is the Hogan Insight Series

7. The following protections are required in managing the transition of leadership assessment tool data between VA and the vendor. The vendor shall assign a generic alpha-numeric code with weblink to each VA-purchased online assessment tool. The VA program manager (HLTI) will assign each generic code/weblink to a unique VA employee participating in the assessment. The weblink will connect the employee to the vendor’s website outside the VA firewall to complete the assessment. Once completed, the vendor shall email the completed assessment report (PDF), individually or as a batch, to HLTI. HLTI will disseminate the assessment report via encrypted email to the respective employee. HLTI will store all vendor-received assessment reports in a permission-restricted folder behind the VA firewall.

5. Place of Performance

The Contractor will maintain and perform at Contractor location actions to support online data collection, analysis, and reporting of the personality assessment tool and raw data; including development of the alpha numeric codes for tool assignment.

The client (HLTI) will manage and administer the alpha numeric codes to participants, receive and disseminate individual/group reports and raw data, and provide individual/group coaching of personality assessment tool results.

Certification of the client (HLTI) to administer or coach the tool, as needed, to be performed by or through Contractor at a Contractor-designated location (non- Government site).

6. PERIOD OF SERVICE:

The period of performance is January 15, 2021 to January 14, 2026, with ability to exercise the purchase of assessments for option years:

Base year (January 15, 2021 – January 14, 2022)

a. alphanumeric codes, weblinks, and individual PDF reports for 550 participants

b. 3-4 Excel raw data cohort reports

c. 2 bi-annual cohort/group diagnostic PDF reports indicating organizational trends

d. optional re-scoring of 100 participant scores from general assessment scores to High Potential Leadership framework scores, and

e. 1 certification process

Option Year 1 (January 15, 2022 - January 14, 2023)

a. alphanumeric codes, weblinks, and individual PDF reports for 550 participants

b. 3-4 Excel raw data cohort reports

c. 2 bi-annual cohort/group diagnostic PDF reports indicating organizational trends

d. optional re-scoring of 100 participant scores from general assessment scores to High Potential Leadership framework scores, and

e. 1 certification process (optional)

Option Year 2 (January 15, 2023 - January 14, 2024)

a. alphanumeric codes, weblinks, and individual PDF reports for 550 participants

b. 3-4 Excel raw data cohort reports

c. 2 bi-annual cohort/group diagnostic PDF reports indicating organizational trends

d. optional re-scoring of 100 participant scores from general assessment scores to High Potential Leadership framework scores, and

e. 1 certification process (optional) Option Year 3 (January 15, 2024 - January 14, 2025)

a. alphanumeric codes, weblinks, and individual PDF reports for 550 participants

b. 3-4 Excel raw data cohort reports

c. 2 bi-annual cohort/group diagnostic PDF reports indicating organizational trends

d. optional re-scoring of 100 participant scores from general assessment scores to High Potential Leadership framework scores, and

e. 1 certification process (optional)

Option Year 4 (January 15, 2025 - January 14, 2026)

a. alphanumeric codes, weblinks, and individual PDF reports for 550 participants

b. 3-4 Excel raw data cohort reports

c. 2 bi-annual cohort/group diagnostic PDF reports indicating organizational trends

d. optional re-scoring of 100 participant scores from general assessment scores to High Potential Leadership framework scores, and

e. 1 certification process (optional)

7. Hours of Work:

The Contractor may also be required to support 24/7 operations 365 days per year as identified in individual Task Orders.

There are ten (10) Federal holidays set by law (USC Title 5 Section 6103) that VA follows:

New Year's Day Martin Luther King's Birthday Washington's Birthday Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Christmas Day