DRAFT_Attachment A_Training Dvlpmt E-Crrclm_08.05.24.pdf

Performance Work Statement (PWS) Training Development E-Curriculum

Recompete 04/22/2024 Version 2.0

PERFORMANCE WORK STATEMENT (PWS)

VISION STATEMENT

1 GENERAL INFORMATION

1.1 INTRODUCTION

1.2 BACKGROUND

1.3 CONSTRAINTS

1.4 DESCRIPTION OF SERVICES

1.5 NON-PERSONAL SERVICES

1.6 PERIOD OF PERFORMANCE

1.7 PLACE OF PERFORMANCE

1.8 HOURS OF OPERATION

1.9 SPECIAL QUALIFICIATIONS

1.10 POST AWARD/KICKOFF CONFERENCE

1.11 STATUS MEETINGS

1.12 CONTRACTOR TRAVEL

1.13 TRANSITION IN

1.14 TRANSITION OUT

2 DEFINITIONS AND ACRONYMS

3 GOVERNMENT FURNISHED PROPERTY AND SERVICES

3.1 GOVERNMENT SERVICES

3.2 FACILITIES

3.3 EQUIPMENT

3.4 MATERIALS

3.5 QUALITY ASSURANCE (QA)

4 CONTRACTOR-FURNISHED ITEMS AND SERVICES

4.1 FACILITIES

4.2 EQUIPMENT

4.3 MATERIALS

4.4 CONTRACTOR RESPONSIBILITIES

4.5 CONTRACTOR PERSONNEL

4.6 IDENTIFICATION OF CONTRACTOR EMPLOYEES

4.7 QUALITY CONTROL

4.7.1 QUALITY CONTROL PLAN

5 SPECIFIC TASKS

5.1 PROJECT MANAGEMENT

5.1.1 POST AWARD/KICKOFF MEETING

5.1.2 PROJECT MANAGEMENT PLAN (PMP)

5.1.3 STATUS MEETINGS

5.1.4 MONTHLY STATUS REPORT (MSR)

5.1.5 MEETING MINUTES

5.2 DEVELOP E-LEARNING STRATEGY

5.2.1 DEVELOP ROADMAP

5.2.2 DEVELOP STYLE GUIDE

5.3 DEVELOP COURSE CONTENT (E-COURSE)

5.4 DEVELOP E-COURSE FROM WEBINAR TRAINING

5.5 OTHER DIRECT COSTS (ODCS)

5.6 TRANSITION-OUT PLAN

6 DELIVERABLES

6.1 QUALITY CONTROL PLAN

6.2 ACCEPTANCE CRITERIA

6.3 DELIVERABLE STANDARDS

6.4 NOTICE REGARDING LATE DELIVERY/ PROBLEM NOTIFICATION REPORT

7 PERFORMANCE REQUIREMENTS SUMMARY

8 RELATED DOCUMENTS

PERFORMANCE WORK STATEMENT (PWS)

TRAINING DEVELOPMENT E-CURRICULUM RECOMPETE

VISION STATEMENT

Ginnie Mae requires e-courses to create an on-demand training library for its customers. The intent of these courses is to better educate Ginnie Mae’s customer base on its mission, history, programs, policies and business processes/systems in order to reduce processing errors and decrease calls to the help desk, the operations team, as well as Account Executives (AEs). The identified contractor must have a proven background in e-curriculum development; and supporting, producing, designing, and delivering a wide range of online training material for various learning management systems and web-based platforms.

1 GENERAL INFORMATION

1.1 INTRODUCTION

Ginnie Mae requires e-courses to create an on-demand training library for its customers. The intent of these courses is to better educate Ginnie Mae’s customer base on its mission, history, programs, policies, and business processes/systems in order to reduce processing errors and decrease calls to the help desk, the operations team, as well as Account Executives (AEs). The identified contractor must have a proven background in e-curriculum development; and supporting, producing, designing, and delivering a wide range of online training material for various learning management systems and web-based platforms.

The scope includes designing, developing, and producing e-courses that can be delivered in an online environment. Additionally, this procurement will support filming in-person training with up to 30 participants and webinars to be used in training materials.

The audience for these e-courses will be primarily Ginnie Mae customers, though some courses may be developed for internal audiences as well. All e-courses will be developed in conformance with Section 508 requirements and will be compatible with industry-standard learning management systems.

Ginnie Mae will retain all rights to any curriculum and training materials developed by the Contractor.

The Contractor will coordinate efforts with a mix of sub-contracted professionals and practitioners to satisfy the requirements identified in the Performance Work Statement (PWS). Depending on the specific project, the Contractor may develop e-courses on many of Ginnie Mae’s applications and databases. These applications and databases are supported by Ginnie Mae’s Pool Processing Agent, Central Paying and Transfer

Agent (PPA/CPTA), and the Mortgage-Backed Securities Operations and Analytics (MBSOA) contractor.

1.2 BACKGROUND

As part of Ginnie Mae (GNMA)s Strategic Training Plan, this tasking addresses the Strategic Training Plan recommendations to assist Ginnie Mae with establishing virtual self-paced training and development for internal and external stakeholders. To do so, Ginnie Mae will require the support and assistance of a skilled Contractor to design, develop, and produce a catalogue of e- learning curriculum (e-courses). It is critical for Ginnie Mae to provide timely and quality training to its internal stakeholders and external Issuer base to ensure that we comply with our employee development program and that Issuers have information on how to comply with our Mortgage-Backed Security (MBS) program requirements.

Ginnie Mae trains our stakeholders on its mission, history, programs, policies, and business processes/systems to ensure accurate and timely Pool Processing and Investor Reporting and to increase their understanding of Ginnie Mae’s business. The e-courses will be especially helpful to new hires and external stakeholders to provide relevant and timely instruction without waiting for the next training session. The e-courses will also contribute to increased efficiencies and compliance by reducing errors, rework, and decreasing help desk inquiries.

1.3 CONSTRAINTS

The services identified in this PWS will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government.

1.3.1. Security and Privacy Requirements for Information Technology (IT) Procurements and supporting IT Service Providers

1.3.1.1. Federal Information Technology Security

As defined in U.S. Code, Title 40 (40 USC 11331), a Federal information system is defined as an information system used or operated by an executive agency, by a contractor of an executive agency, or by another organization on behalf of an executive agency. Contractors (including any subordinate organizations/vendors/subcontractors) accessing, managing, or supporting the Ginnie Mae mission, whether within federal or commercial information technology platforms, must do so in accordance with the Federal IT standards and guidelines. In addition to the Federal Acquisition Regulation (FAR) Subpart 2.1 definition of “information technology” (IT), the term as used in this section includes computers, ancillary equipment (including imaging peripherals, input, output, and storage devices necessary for security and surveillance), peripheral equipment designed to be controlled by the central processing unit of a computer, software, firmware and similar procedures, services (including support services), and related resources.

1.3.2 Information Security

1.3.2.1 Safeguarding Information and Information Systems and Privacy requirements

1.3.2.1.1 Requirements for Safeguarding Information and Information Systems The contractor shall adopt and implement policies, procedures, controls, and standards required by the Ginnie Mae Information Security Program to ensure the confidentiality, integrity, and availability of government information and government information systems for which the Contractor is responsible under this contract or to which the Contractor may otherwise have access under this contract based on National Institute of Standards and Technology (NIST) “Framework for Improving Critical Infrastructure Cybersecurity.”

1. The Contractor shall maintain compliance with all current and future Federal IT security requirements. The Contractor shall:

A. Federal Information Security Management Act - https://www.dhs.gov/fisma B. The Clinger-Cohen Act - https://www.fismacenter.com/Clinger%20Cohen.pdf C. Government Paper Reduction Act - http://www.hhs.gov/ocio/policy/collection/ D. Office of Management, and Budget Circulars A-130, and A-I23 -https://www.whitehouse.gov/omb/circulars_default E. Department of Housing and Urban Development regulations, Handbooks and

Policies - http://www.HUD.gov.

F. All Applicable Ginnie Mae Handbooks and Policies

(http://www.ginniemae.gov) including but not limited to:

Ginnie Mae Policy #4060.02.2001, IT Security Policy (or current revision)

Ginnie Mae Policy #4060.02.2001, Data Privacy Policy (or current revision)

Ginnie Mae Policy #4060.02.3001, Vulnerability Management Policy (or current version)

G. GAO directives H. Federal Financial Manager Integrity Act (FFMIA) I. FedRAMP Authorization Act – https://www.fedramp.gov J. Applicable Executive Orders and Office and Management and Budget (OMB)

Memorandums for Federal Information Systems Performance Standards

a) Standard: See Section 6 AQL: Zero deviation

1.3.2.2 Privacy Requirements

The Contractor shall comply with the Privacy Act of 1974 requirements, NIST SP 800- 122, Guide to Protecting the Confidentiality of PII, with the Federal Information Security https://www.dhs.gov/fisma https://www.fismacenter.com/Clinger%20Cohen.pdf http://www.hhs.gov/ocio/policy/collection/ https://www.whitehouse.gov/omb/circulars_default http://www.hud.gov/ http://www.ginniemae.gov/ https://www.fedramp.gov/

Modernization Act (FISMA) and with the OMB Memorandum M-17-12, Preparing for and Responding to a Breach of Personally Identifiable Information, and with all HUD and/or Ginnie Mae privacy publications. Per Office of Management and Budget (OMB) Circular A-130, Personally Identifiable Information (PII) is “information that can be used to distinguish or trace an individual's identity, either alone or when combined with other information that is linked or linkable to a specific individual.” Examples of PII include, but are not limited to the following: social security number, date and place of birth, mother’s maiden name, biometric records, etc. Sensitive PII is PII that if released improperly could result in harm, embarrassment, inconvenience, or unfairness to the individual whose name or identity is linked to the information.

The contactor shall report any loss, mishandling or exposure of PII, immediately (within 60 minutes) upon discovery to the Privacy Liaison Officer (PLO).

1.3.2.2.1 Assessment & Authorization (A&A)

The Contractor shall comply with all IT-enabled systems and major applications (as defined in NIST SP 800-18 Rev 1) introduced, developed, modified, managed or maintained by the contractor will follow the Department of Housing and Urban Development's (HUD's) Project Planning and Management (PPM) Life Cycle. A favorable Authority to Operate (ATO) must be obtained from the Ginnie Mae Authorizing Official prior to operational use. The Contractor shall maintain compliance with all Federal IT security requirements throughout the term of the contract with respect to all data, privacy, and information technology requirements to maintain authorization.

The Contractor shall maintain standards in accordance with NIST SP 800-37, The Risk Management Framework for Information Systems and Organizations. An independent A&A will be performed at the direction of Ginnie Mae during the period of performance of this contract. The Contractor must provide necessary A&A artifacts (section 1.3.4, b) in accordance with contract terms (not to exceed six (6) months) to obtain a favorable

ATO.

The Contractor shall prepare its system security plan to demonstrate that it meets the requirements for A&A, per the applicable requirements from HUD, OMB, NIST, etc., which will require the preparation of several related documents, including but not limited to:

(1) FIPS 199/200 Security Categorization Analysis;

(2) NIST 800-53, Rev 5, Security and Privacy Controls for information Systems and Organizations;

(3) Application and network vulnerability scans;

(4) Business Impact Assessment;

(5) Privacy Impact Assessment;

(6) System Security Plan, Risk Assessment, Technical Architecture, Disaster Recovery/COOP and Contingency Plans, Incident Response Plan, Quality Control Plan, and other relevant A&A supporting documentation for each new application;

(7) E-authentication assessment; and

(8) Plan of Action & Milestones (POA&M)

1.3.3.2 Financial Systems

The Contractor shall comply with all financial management systems including both financial and financially related (or mixed) systems. Each financial or mixed system that the contractor manages, develops, modifies, enhances, releases and/or upgrades will additionally be assessed under the Federal Information System Controls Audit Manual (FISCAM) methodology that include control families for both General Computer and Business Process Application controls:

General Controls:

A. Security Management B. Access Controls C. Configuration Management D. Segregation of Duties E. Contingency Planning F. Business Process Application Controls:

Application Security Business Process Controls Interfaces Data Management

1.3.3.3 Continuous Monitoring Program

For the duration of the contract, the contractor shall support and participate in the following activities to support continuous monitoring and validate the state of readiness and compliance:

1. Information security monitoring:

a. Annual or emergent security audits and security scans that may be performed by the Office of Inspector General (OIG), the General Accountability Office (GAO), or the Department of Homeland Security

(DHS).

b. Provide system and/or vulnerability-related information to the Information Security Team (or their delegate/designee) in order to: 1) Review audit findings; 2) Determine if corrective actions were properly implemented and the associated audit findings were properly closed; 3) respond to audits;

4.) Support cybersecurity incident analysis and forensics activities.

c. Produce scheduled Monthly/Quarterly/Annual security performance measure reports that align to Ginnie Mae’s reporting requirements specified by OMB for FISMA, the President’s cybersecurity Cross Agency Priority (CAP) goals and targets, and CyberScope reporting.

d. Identify, perform, track, and report vulnerability and security weakness remediation and mitigation activities through the Plan of Action and Milestones (POA&M) process.

2. Documentation revalidation:

a. Prepare and present an annual Security Self-Assessment Report to the

Information Security (INFOSEC) Office team.

b. Review and update of all security authorization documentation on a quarterly basis to reflect system or administrative changes (reference 1.3.4, section b)

1.3.3.4 Encryption and Protection Standards

The Contractor shall:

1. Comply with Executive Order (EO) 14028, Improving the Nation’s Cybersecurity

(May 12, 2021), Section 3(d)(iii) requirements for encrypting data at rest and data in transit as well as Ginnie Mae Information Technology (IT) Security Policies to prevent unauthorized access to government information.

2. Encrypt all sensitive federal data and information (i.e., PII, proprietary information, Controlled Unclassified Information, etc.) in transit (i.e., email, network connections, etc.) and at rest (i.e., servers, storage devices, mobile devices, backup media, etc.) with FIPS 140-2 validated encryption solution.

3. Secure all devices (i.e.: desktops, laptops, mobile devices, etc.) that store and process federally owned or federally managed information and ensure devices meet Ginnie Mae encryption standard requirements.

4. Maintain a complete and current inventory of all assets that store or process sensitive government information (including PII).

5. Verify that the encryption solutions in use have been validated under the

Cryptographic Module Validation Program to confirm compliance with FIPS 140-

3. The contractor shall provide a written copy of the validation documentation to the COR when required by the Program Office.

6. All deliverables shall be labeled [appropriate label such as “Controlled

Unclassified Information” (CUI) or “Privacy Identifiable Information (PII) enclosed or other labeling provided by Ginnie Mae COR, as required.

1.3.3.5 Multi Factor Authentication for Platform Access

In accordance with OMB Memorandum M-22-09, the contractor shall provide a system that implements or integrates with Ginnie Mae’s Identity and Access Management Solution to support Phishing Resistant Multi-Factor Authentication (MFA) that provides for origin authentication, data integrity, and signer non-repudiation.

OR

{Contracts involving IT Support Services] The contractor shall support a secure, multi-factor method of remote authentication and authorization to identify Government Administrators that will allow Government designated personnel the ability to perform management duties on the system.

1.3.3.6 Leveraging Cloud-based solutions (where applicable)

In accordance with the FedRamp Authorization Act, the contractor shall ensure that any cloud-based applications or solutions developed or leveraged to support Ginnie Mae requirements be aligned with the Federal Risk and Authorization Management Program (FedRamp) guidelines.

1.3.3.7 Personnel Screening

The contractor shall comply with Department of Housing and Urban Development (HUD) HUD and Ginnie Mae onboarding and personnel background check screening requirements and process. The HUD Personnel Security Division (PSD) adheres to suitability and fitness criteria in accordance with 5 CFR 731 and applies investigative and adjudicative standards accordingly. The contractor will be required to follow all HUD and Ginnie Mae process and procedures in regards to obtaining access to HUD and/or Ginnie Mae systems or facilities and ultimately obtain a favorable adjudication for the level of clearance required to perform work.

1.3.3.8 Incident handling and reporting (applicable for GSS/Major System acquisitions)

The contractor shall provide a list of their personnel, identified by name and role, with system administration, monitoring, and/or security responsibilities that are to receive security alerts, advisories, and directives. Incident Response Plans must be integrated with Ginnie Mae operations and reporting.

If any new cybersecurity incidents, breaches or hazards are discovered by the contractor; or if existing safeguards have ceased to function; or if any intrusion, exfiltration, or Ginnie Mae data loss has been detected or suspected, the contractor shall report incident or event immediately (upon discovery, not to exceed 60 minutes) to the Ginnie Mae Security Operations Center (SOC).

1.3.3.9 Data Jurisdiction (e.g., “Offshoring of data”)

The contractor shall identify all data centers that data at rest or data backups will reside.

The contractor (including any subcontractors) shall not transfer, store or distribute any Ginnie Mae operational or proprietary data outside of the continental United States (CONUS) without notification and written consent.

1.4 DESCRIPTION OF SERVICES

The Contractor shall provide training support services, including designing, developing, and producing e-courses that can be delivered in an online environment. Additionally, this procurement will support filming in-person training and webinars to be used in training materials. The audience for these e-courses will be primarily Ginnie Mae customers, though some courses may be developed for internal audiences as well. All e-courses will be developed in conformance with Section 508 requirements and will be compatible with industry-standard learning management systems. Ginnie Mae will retain all rights to any curriculum and training materials developed by the Contractor.

The Contractor will coordinate efforts with a mix of sub-contracted professionals and practitioners to satisfy the requirements identified in the PWS.

Depending on the specific project, the Contractor may develop e-courses on many of Ginnie Mae’s applications and databases. These applications and databases are supported by Ginnie Mae’s Pool Processing Agent Central Paying and Transfer Agent (PPA/CPTA) and the Mortgage Backed Securities Operations and Analytics (MBSOA) contractor.

1.5 NON-PERSONAL SERVICES

The Government will neither supervise Contractor employees nor control the method by which the Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to or prepare work schedules for individual Contractor employees. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute, personal services, it shall be the Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision-making, or management nature, i.e., inherently Government functions. All decisions relative to programs supported by the Contractor shall be the sole responsibility of the Government.

1.6 PERIOD OF PERFORMANCE

The Period of Performance shall be for one (1) 12-month base year plus four (4) 12-month option years.

1.7 PLACE OF PERFORMANCE

The primary places of performance for this requirement will be at either the Contractor site, Ginnie Mae’s facility located at 425 3rd St SW, Washington, DC 20024 (contingent on site justification approval), or some other remote location(s) as agreed upon by the

COR.

1.8 HOURS OF OPERATION

The Contractor is responsible for providing services between the hours of 09:00 am - 4:00 pm Eastern Standard Time Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government-directed facility closings. The Government reserves the right to change hours of operation or restrict contractor access.

Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after-duty hours.

The Contractor shall maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.9 SPECIAL QUALIFICIATIONS

N/A

1.10 POST AWARD/KICKOFF CONFERENCE

The Contractor shall attend any post-award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5 and HUD Acquisition Regulation (HUDAR) clause 2452.237-79 - Post Award Conference.

1.11 STATUS MEETINGS

The Ginnie Mae Technical Point of Contact (TPOC) and other Government personnel, weekly or per request, and as appropriate, will meet with the Contractor to review Contractor’s performance, requirement status, etc. At these meetings, the TPOC will apprise the Contractor of how Ginnie Mae views the Contractor's performance or progress of the requirement. The Contractor will apprise Ginnie Mae of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

These meetings shall be at no additional cost to Ginnie Mae. Post Award/Contract Start Conference and subsequent meetings may be held at Ginnie Mae or by teleconference.

1.12 CONTRACTOR TRAVEL

Prior to travel, the Contractor shall coordinate with and receive Government authorization from the COR for all travel. Reimbursement of travel costs will be in accordance with the Federal Travel Regulation and in accordance with FAR 31.205-46.

The Government will identify the need for a Trip Report when the request for travel is submitted. The contractor shall keep a summary of all long-distance travel including, but not limited to, the name of the employee, location of travel, duration of the trip, and Point of Contact (POC) at the travel location. Trip reports shall also contain Government approval authority, the total cost of the trip, a detailed description of the purpose of the trip, and any knowledge gained.

1.13 TRANSITION IN

The Contractor shall, upon the Contracting Officer's written notice, furnish Transition-In services as required. As a successor, the Contractor shall have sufficient personnel on board during the 60-day Transition-In period to ensure a smooth transition with the incumbent Contractor before the end of the period of performance. The Contractor shall provide an orderly transition of work acceptance and accomplishment such that any impact on the program is minimized. During the Transition-In period, the Contractor shall become familiar with the requirements to commence the full performance of services by the end of the contract Transition-In period. Transition-In is not required if the successor Contractor is the incumbent Contractor.

1.14 TRANSITION OUT

To minimize any decrease in productivity and to prevent possible negative impacts on additional services, the Contractor shall have sufficient personnel on board during the 60-day Transition-Out period before the end of the period of performance. The incumbent Contractor shall ensure a smooth transition with the successor Contractor during the Transition-Out period prior to the completion of contractual performance. The incumbent Contractor shall aid the successor in the development of plans, procedures, and methods for the assumption of all ongoing work. The Contractor shall provide an orderly transition of work acceptance and accomplishment, such that full control by the successor Contractor is achieved by the end of the new contract Transition-In period.

2 DEFINITIONS AND ACRONYMS

2.1 DEFINITIONS

Business Day - Every official day of the week, which are days between and including Monday to Friday. This does not include federal holidays and weekends.

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or services to the Government. The term used in this contract refers to the prime.

Contracting Officer (CO) - A person with authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Contracting Officer's Representative (COR) - An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities in regard to technical issues. This individual has the authority to provide technical direction to the Contractor as long as the direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have the authority to change the terms and conditions of the contract.

Defective Service - A service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable - Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

Government Furnished Property (GFP ) - Property in possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for the performance of a contract. The government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract.

Performance Requirements Summary (PRS) - A listing of the performance requirements under the contract that are to be evaluated by the Government on a regular basis, performance indicators for these requirements, performance standards for these requirements, and surveillance methods to be used to determine if performance standards are met.

Performance Standard - The Contractor's performance level required by the Government.

Performance Work Statement (PWS) - A statement of work for performance-based acquisitions that describes the required results in clear, specific, and objective terms with measurable outcomes.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contract’s quality requirements.

Quality Assurance Surveillance Plan (QASP) - A plan describing how the agency will survey, observe, test, sample, evaluate, and document the Contractor's performance in meeting critical performance standards identified in the contract.

Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

Subcontractor - Any person, other than the prime Contractor, who offers to furnish or furnishes any supplies, material, equipment, or services of any kind under a prime contract or a subcontract entered into in connection with such prime contract, and any person who offers to furnish or furnishes general supplies to the prime contractor or a higher tier subcontractor. The Government does not have the privity of a contract with a subcontractor.

Work Week - Monday through Friday, unless specified otherwise.

2.2 ACRONYMS

AQL - Acceptable Quality Level

CFO or OCFO - Office of the Chief Financial Officer of HUD

CFR - Code of Federal Regulations

CIO or OCIO - Office of the Chief Information Officer of HUD

CO - Contracting Officer

COR - Contracting Officer's Representative

COTS - Commercial Off-the-Shelf

CPO - Office of the Chief Procurement Officer of HUD

DQCP- Draft Quality Control Plan

EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion

GAO - Government Accountability Office

HUD - U.S. Department of Housing and Urban Development

HUDAR - HUD Acquisition Regulation

IG or OIG - Inspector General (Office of)

IT - Information Technology

IV&V - Independent Validation and Verification

OCPO - Office of the Chief Procurement Officer

OIG - Office of Inspector General

OMB - Office of Management and Budget

PL Public Law

PM - Project Manager

POC - Point of Contact

PPM - Project Planning and Management

QA - Quality Assurance

QASP - Quality Assurance Surveillance Plan

QCP - Quality Control Plan

SCOR - Subordinate Contracting Officers Representative

SF - Standard Form

TBD - To be determined.

U.S.C - United States Code

3 GOVERNMENT FURNISHED PROPERTY AND SERVICES

Performance under this requirement does not require the use of Government-furnished.

Property.

3.1 GOVERNMENT SERVICES

Ginnie Mae will provide some content, source imagery, and materials in aid of standardizing the appearance of the courses to the extent that these resources already exist. E-courses shall be branded with the Ginnie Mae (GNMA) logo and will be consistent in appearance. The contractor will provide template options to assist GNMA in identifying a standard template and color palette. Copies of required materials may be provided to the Contractor in hard copy or soft copy. All GFI shall remain the property of the Government and shall be returned to the Government prior to the end of this contract. See HUDAR 2452.227-70, Government Information

3.2 FACILITIES

Performance under this requirement does not require the use of Government facilities.

3.3 EQUIPMENT

Performance under this requirement does not require the use of Government-furnished equipment.

3.4 MATERIALS

The Government shall provide the following materials and information (insert materials and information): N/A

3.5 QUALITY ASSURANCE (QA)

The Government shall evaluate the Contractor's performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4 CONTRACTOR-FURNISHED ITEMS AND SERVICES

The Contractor shall furnish all facilities, equipment, and supplies required to perform the work under this contract that is not listed under Government-Furnished Property and Services.

4.1 FACILITIES

The Contractor shall provide all necessary facilities required to support the execution of the work specified in this contract.

4.2 EQUIPMENT

The Contractor shall supply all equipment essential for the completion of the work outlined in this contract.

4.3 MATERIALS

The Contractor shall furnish all materials necessary for the fulfillment of the contract.

4.4 CONTRACTOR RESPONSIBILITIES

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government in writing and updated as necessary throughout the contract period of performance.

U.S. Government records, copies of original results and reports, verified original data, corrected data, and corrected supporting final reports, which are maintained by the

Contractor, remain the property of the U.S. Government. These files/results must be surrendered to the COR.

4.5 CONTRACTOR PERSONNEL

The Contractor shall provide a Contract/Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract/Project Manager. These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel.

The Contract/Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance, and direction from the COR, PM, and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance. The contractor shall identify PM by name who shall provide management, direction, administration, quality assurance (as defined in Section 2.3.1 Task 1 Program Management Core Responsibilities), and leadership of the execution of this TO. The PM should have at least five years of experience managing similar programs.

The Training Designer should have at least five years of experience creating SCORM-compliant content, including experience working with storyboards, scripts, and a variety of eLearning tools. The Training Designer must also have strong experience producing interactive online adult learning experiences on a broad range of digital media platforms.

The Training Developer should have at least five years of experience in the design and building of interactive multimedia for learning. Must be proficient in using eLearning authoring tools and must have familiarity with learning management systems, including SCORM packaging, testing and uploading courses on learning management systems.

The Technical Advisor should have at least five years of experience. Must have a solid understanding of adult learning concepts and in-depth knowledge and experience in the instructional design process, to include the ability to: Understand and have in-depth experience with the analysis, design, development, implementation and evaluation (ADDIE) model to create effective training solutions to meet business needs; and Be competent in adult learning theory, and work within a learning management system (LMS) and use of the staging area to adequately test all courseware prior to delivery for a 100% confidence level of customer access and functionality. Strong experience with LMS and eLearning design tools is also required.

These points of points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 5:00pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

The Government desires that Key Personnel be assigned for the duration of the contract.

4.6 IDENTIFICATION OF CONTRACTOR EMPLOYEES

All Contractor/subcontractor personnel shall wear company picture identification badges to distinguish themselves from Government employees. When conversing with Government personnel during business meetings, over the telephone, or via electronic mail, Contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees. Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation. Where practicable, Contractor/subcontractors occupying collocated space with their Government program customer shall identify their workspace area with their name and company affiliation, or at a minimum, "Contractor" after the name.

4.7 QUALITY CONTROL

The Contractor shall establish and maintain a complete quality control program that shall ensure services are performed in accordance with this contract. The

Contractor shall develop and implement procedures to identify, prevent, and ensure non reoccurrence of defective services. The Contractor's quality control program is the means by which he assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated

Quality Control Plan to the Government as directed.

4.7.1 QUALITY CONTROL PLAN

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan

(QCP). The QCP shall ensure the Government receives the level of quality that is consistent with the requirements specified in this contract. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP shall also provide the Contractor's methodology for resolving problems identified by the Government during reviews conducted in accordance with its

Quality Assurance Surveillance Plan (QASP). The QCP shall also provide the

Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system. The QCP shall demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Government's QASP. The QCP shall address Quality

Management Approach, Quality Assurance, Quality Control and Quality Standards.

5 SPECIFIC TASKS

The Contractor shall provide training support services, including designing, developing, and producing e-courses that can be delivered in an online environment. Additionally, this procurement will support filming in-person trainings and webinars to be used in training materials. The audience for these e-courses will be primarily Ginnie Mae customers, though some courses may be developed for internal audiences as well. All e-courses will be developed in conformance with Section 508 requirements and will be compatible with industry standard learning management systems. Ginnie Mae will retain all rights to any curriculum and training materials developed by the Contractor.

The Contractor will coordinate efforts with a mix of sub-contracted professionals and practitioners to satisfy the requirements identified in the PWS. Depending on the specific project, the Contractor may develop e-courses on many of Ginnie Mae’s applications and databases. These applications and databases are supported by Ginnie

Mae’s Pool Processing Agent and Central Paying and Transfer Agent (PPA/CPTA) and the Mortgage Backed Securities Operations and Analytics (MBSOA) contractor.

5.1 PROJECT MANAGEMENT

The Contractor shall provide project management support under the base and each option year. This includes the management and oversight of all activities performed by Contractor personnel, including subcontractors, to satisfy the requirements identified in this PWS. The Contractor shall identify a Program Manager (PM) by name that shall provide management, direction, administration, quality assurance, and leadership in the execution of the contract.

Performance Standards

a) Standard: See chart section 6.

AQL: Zero deviation

A003 Project Management Plan Draft A004 Project Management Plan Final

5.1.1 POST AWARD/KICKOFF MEETING

The Contractor shall schedule, coordinate, and host a Post Award Kickoff Meeting within ten calendar days of contract award at the in-person or virtual location approved by the Government.

This meeting will:

a) Introduce key personnel involved in contract administration on behalf of the

Contractor and Government;

i. Provide the opportunity to discuss technical aspects, contract management, and security issues;

The Contractor shall submit to Ginnie Mae the following information by the kickoff meeting:

5.1.2 PROJECT MANAGEMENT PLAN (PMP)

The Contractor shall submit a Project Management Plan (PMP) outlining the tasks per the work breakdown structure (WBS). The PMP must include a narrative that describes the scheduled elements of this contract. The narrative must also describe the planned schedule and identify each step in the work process required for completing the contract work and the period of time needed to accomplish each step expressed in terms of calendar days. The PMP shall be approved by the Technical Point of Contact (TPOC) prior to the Contractor starting work. The PMP is a working document that will require periodic updates throughout the contract period of performance. The PMP must contain, at a minimum:

a) Project Description Summary

b) Project Tasks

c) Project Deliverables

d) Project Schedule (including deliverables as critical milestones)

e) Task-Associated Work Breakdown Structure (WBS)

f) Risks and Risk Mitigation Strategy

5.1.3 STATUS MEETINGS

The Ginnie Mae TPOC and other Government personnel, weekly or per request, and as appropriate, will meet with the Contractor to review Contractor’s performance, requirement status, etc. At these meetings, the TPOC will apprise the Contractor of how

Ginnie Mae views the Contractor's performance or progress of the requirement. The

Contractor will apprise Ginnie Mae of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to Ginnie Mae. Post Award/Contract Start Conference and subsequent meetings may be held at Ginnie Mae or by teleconference.

5.1.4 MONTHLY STATUS REPORT (MSR)

The Contractor shall develop and provide an MSR for each Status Meeting. The MSR shall include the following:

a) Activities during the reporting period, by task (include ongoing activities, new activities, activities completed, and progress to date on all above-mentioned activities). Each section shall start with a brief description of the task.

b) Problems and corrective actions are taken. Also include issues or concerns and proposed resolutions to address them.

c) Personnel gains, losses, and status (security clearance, etc.).

d) Government actions required.

e) Schedule (major tasks, milestones, and deliverables; planned and actual start and completion dates for each).

f) Summary of trips taken, conferences attended, etc.

g) Accumulated invoiced amount for each CLIN up to the previous month.

h) Projected amount of each CLIN for the current month.

5.1.5 MEETING MINUTES

The Contractor shall prepare and distribute meeting minutes that document issues, decisions, assignments, and pending matters from status meetings and any additional meetings with Ginnie Mae.

Performance Standards

AQL: 100 Percent

5.2 DEVELOP E-LEARNING STRATEGY

5.2.1 DEVELOP ROADMAP

The contractor shall develop a five-year road map that outlines an approach and strategy for course development and delivery. The detailed white paper will outline a strategy for the development of an e-learning library with learning platform options and recommendations for an e-course certification program.

The Contractor will create a style guide that provides guidance to promote the uniform development and design of all e-courses and learning materials. The guide sets forth branding requirements, templates, and color palette selections to be used on all e-course materials. The guide will detail specs for template design and format to ensure that all templates meet the guidelines established in this PWS and Section 508 requirements.

Performance Standards

5.2.2 DEVELOP STYLE GUIDE

The Contractor will create a style guide that provides guidance to promote the uniform development and design of all e-courses and learning materials. The guide sets forth branding requirements, templates and color palette selections to be used on all e-course materials. The guide will detail specs for template design and format to ensure that all templates meet the guidelines established in this PWS and Section 508 requirements.

5.3 DEVELOP COURSE CONTENT (E-COURSE)

Throughout the duration of the contract, the Contractor shall develop customized e-courses and deliver them for review and approval within forty-five (45) days after a request has been made by the Ginnie Mae Training Coordinator. When corrections are required, the Contractor will revise e-course content at no cost to Ginnie Mae. The revised content shall be provided at the Contractor’s expense within ten business days after Contractor’s receipt of the defective curriculum.

Upon approval of the e-courses, the Contractor will work with the Ginnie Mae Web Manager to upload the courses to Ginnie Mae’s YouTube channel via an embedded web link on the Ginnie Mae web page. The e-courses will reside there for use by its customers until Ginnie Mae has acquired a learning management system. Should Ginnie Mae acquire a learning management system (LMS), the Contractor will assist Ginnie Mae in migrating the courses to the designated LMS.

The Contractor shall develop course content that can be used as part of an online training curriculum (e-courses) for Ginnie Mae employees. For the base year, the Contractor will develop and produce e-courses for various training topic area, the estimated course duration, and the level of effort/time to develop the curriculum will follow the table below.

a) During the Base Year, Ginnie Mae shall have the ability to choose new e-course topic for any of the topics as needed but similar in duration and complexity for each option year.

Models Per Contract Year

Estimated Module Duration

5 45 to 60 minutes f

b) For Option Year 1 through 4, the Contractor shall produce e-courses that are similar in duration and complexity to e-courses for Option Year 1 through 4 can be found in the table below:

Models Per Contract

Year Estimated Module

Duration

5 45 to 60 minutes

3 30 to 45 Minutes 3 30 to 45 Minutes

3 30 to 45 Minutes

This table includes the number of e-courses per contract year with the estimated duration of the courses and the complexity/time to develop the courses.

1) The Contractor will engage Ginnie Mae Subject Matter Experts (SMEs) and Ginnie

Mae’s business partner SMEs (as directed by Ginnie Mae) to complete the work in this PWS.

2) For each e-course, the Contractor will propose the training approach for each course. The Contractor will develop and refine training concepts, storyboards and scripts for each e-course by working with Ginnie Mae and its business partners as applicable.

a) The Contractor and Ginnie Mae will work together to determine the training approach for each course. For example, the training approach could include any combination of the below or other industry standard training best practices.

i) The training might be interactive where the student follows different parts of the training as a storyboard. Some trainings may have a pretest of knowledge followed by knowledge retention tests after each or some sections.

ii) The training might include film clips of a Ginnie Mae instructor explaining concepts to the students.

iii) The training might also include curriculum of the Contractor explaining concepts lecture-style followed by multiple choice questions that the student must pass in order to go on to the next section.

3) E-course duration will vary based on the training objective(s), the storyboards/content methods, approaches of teaching and the topic areas being covered.

4) E-courses should have the same look and feel regardless of length or topic.

5) The Contractor will be expected to make revisions or edits to each e-course based on Ginnie Mae’s review and feedback.

6) The Contractor should produce e-courses in a way that Ginnie Mae can easily make information updates to the courses.

7) The Contractor is required to deliver a digital final product that is 508 compliant and optimized for the web, meeting Ginnie Mae’s specifications.

5.4 DEVELOP E-COURSE FROM WEBINAR TRAINING

The Contractor shall design, develop and produce approximately five (5) e-courses from Ginnie Mae recorded webinars.

1) The Contractor shall splice and sort the information Ginnie Mae records from a live webinar to make the webinars into online e-courses.

a) The Contractor shall work with Ginnie Mae on the content of the courses and ensure that they satisfy all Section 508 requirements.

b) In addition, the Contractor will include a 508-compliant PDF version of the course transcripts.

2) Knowledge checks and end-of-section assessments should be inserted at logical intervals to assess the main points of the learning objectives. A knowledge check can be fill-in-the-blank, matching a question, a true/false statement, or a scenario in which the correct/incorrect response is provided immediately.

5.5 OTHER DIRECT COSTS (ODCS)

The contractor may invoice monthly on the basis of cost incurred for the ODC CLIN.

The invoice shall include the period of performance covered by the invoice and the CLIN number and title. In addition, the contractor shall provide the following detailed information for each invoice submitted, as applicable. Spreadsheet submissions, in MS Excel format, are required.

a) ODCs purchased.

b) Consent to Purchase (CTP) number or identifier.

c) Date delivery accepted by the Government.

d) Associated CLIN.

e) Project-to-date totals by CLIN.

f) Cost incurred not billed by CLIN.

g) Remaining…