Draft Statement_of_Work_Core_Strengths_SDI.pdf

Statement of Work (SOW)

Phoenix Area Indian Health Service (PAIHS) Core Strengths / Strength Deployment Inventory (SDI) 2.0

Date: 2026-03-03

1. General Information

1.1 Title of Project

Core Strengths / Strength Deployment Inventory (SDI) 2.0 — Subscription/Licensure and Assessment Credits

1.2 Background

PAIHS requires continued access to the SDI 2.0/Core Strengths platform to support relationship awareness, team effectiveness, leadership development, and conflict resolution across the Phoenix Area and its service units. The SDI 2.0 framework is currently in use and PAIHS has trained facilitators prepared to implement and sustain the program. Continuity of the SDI model, reporting, and historical profiles is required to avoid duplication of cost and delays that would result from changing frameworks.

1.3 Scope

The Contractor shall provide a three-year subscription/licensure solution that includes: (1) SDI 2.0 assessment credits, (2) annual subscription access to the SDI/Core Strengths platform (Business Plan up to 2,500 members),

(3) access to SDI-related tools and user guides, and (4) training-support materials and customer support necessary for successful implementation. The platform must enable electronic administration of assessments, reporting, portability of individual results across teams, and consolidated analysis across multiple PAIHS locations.

1.4 Period of Performance

Base Period: 12 months from date of award.

Option Period 1: 12 months.

Option Period 2: 12 months.

Note: Each performance period includes platform subscription access and the annual quantity of assessment credits shown in Section 2. Options may be exercised at the Government’s discretion in accordance with the contract.

1.5 Type of Contract

Firm-Fixed-Price (FFP).

1.6 Place of Performance / Government Users

Electronic access for Government users located throughout PAIHS, including employees who work remotely/telework. PAIHS locations include:

• Phoenix Area Indian Health Service – Phoenix, AZ

• Uintah-Ouray Service Unit – Fort Duchesne, UT

• Desert Visions/Nevada Skies Youth Treatment Centers – Sacaton, AZ and Wadsworth, NV

• Hopi Health Care Center – Polacca, AZ

• Colorado River Service Unit – Parker, AZ

• Whiteriver Service Unit – Whiteriver, AZ

• Phoenix Indian Medical Center – Phoenix, AZ

• Fort Yuma Service Unit – Winterhaven, AZ

• Elko Service Unit – Elko, NV

1.7 Kickoff / Post-Award Conference

Performance shall not begin until the Contracting Officer (CO) has conducted a kickoff meeting or notified the Contractor in writing that a kickoff meeting is not required.

2. Requirements and Deliverables

2.1 Subscription, Credits, and Core Capabilities

The Contractor shall provide the following minimum supplies/services each year:

Deliverable Minimum Requirement Base Year Option Year 1 Option Year 2

SDI 2.0

Assessment Credits

Electronic assessment credits enabling users to complete SDI 2.0;

printable/shareable individual results;

supports group comparison using SDI methodology.

878 credits 878 credits 877 credits

SDI/Core Strengths Platform Subscription (Business Plan)

Annual subscription access (up to 2,500 members) to administer assessments, manage profiles, store results, and generate reports.

1 subscription 1 subscription 1 subscription

Reporting and Team Tools

Ability to create/manipulate teams for comparison;

exportable reports;

consolidated analytics across PAIHS locations.

Included Included Included

User Guides / Job Aids / Non-assessment Tools

Access to SDI-related tools, job aids, and user guides to support relationship awareness and team dynamics.

Included Included Included

Implementation Support / Customer Support

Responsive support for administrators/facilitators;

issue tracking; platform guidance; access setup.

Included Included Included

2.2 System and Functional Requirements

Online assessments accessible via modern web browsers and usable by Government personnel.

Role-based administrative access for designated Government administrators/facilitators.

Portability of individual profiles/results across multiple teams and over time within the subscription term.

Ability to generate individual and group/team reports; ability to create an unlimited number of teams for comparison.

Ability to export reports and/or underlying results data in commonly used formats (e.g., PDF and CSV/Excel export where supported).

Ability to consolidate results across multiple PAIHS locations for aggregate analysis.

2.3 Training Support Materials

The Contractor shall provide access to training-support materials for Government facilitators and end users, such as guides, job aids, and platform training resources. Any live training, if ordered, shall be identified as a separate deliverable in the contract/award.

2.4 Deliverable Schedule and Acceptance

Within 10 business days after award (or as negotiated), provide administrative access and instructions for platform setup.

Within 45 calendar days after award, enable subscription access and make annual assessment credits available for use.

Provide ongoing support throughout the period of performance.

Government acceptance is achieved when access is enabled, credits are available, and the Government confirms reporting/export functions operate as required.

3. Government Roles and Responsibilities

3.1 Government-Furnished Information (GFI)

List of designated Government administrators/facilitators.

User enrollment lists/rosters or instructions for user self-registration (as applicable).

Point-of-contact information for COR and technical leads.

3.2 Government-Furnished Property (GFP)

None.

4. Security, Privacy, and Accessibility Requirements

4.1 Privacy and Data Handling

The Contractor shall identify what user information and assessment data elements are collected, stored, processed, and exported by the platform.

Assessment data shall be used only for providing the contracted services and shall not be sold, mined, or used for marketing.

Upon request, the Contractor shall provide data export(s) of Government results in a mutually agreed format to support continuity and records needs.

The Contractor shall notify the CO/COR promptly of any suspected or confirmed security incident affecting Government data, in accordance with contract terms.

4.2 Information Security

The Contractor shall implement appropriate administrative, technical, and physical safeguards to protect Government data handled or stored within the platform.

If the service is categorized as a cloud/IT service by the Government, the Contractor shall support any applicable Federal security requirements identified in the contract (e.g., documentation needed for security review).

4.3 Section 508 Accessibility

The Contractor shall provide web-based interfaces, user guides, and electronic deliverables that meet applicable Section 508 requirements to the extent required by the contract. The Contractor shall provide accessibility conformance information upon request.

5. Quality Assurance and Performance Standards

5.1 Performance Standards

Platform availability and access: service operational and accessible to authorized users; outages communicated when known.

Support responsiveness: acknowledge support requests within 1 business day; provide resolution or workaround target within a commercially reasonable timeframe appropriate to severity.

Reporting/export functionality: ability to generate required reports and exports without material defects.

5.2 Government Surveillance

The COR will monitor performance through periodic status checks, verification of access/credits, and review of support responsiveness and issue resolution.

5.3 Contract Line Item Number (CLIN) Structure (Recommended)

The following CLIN structure is recommended to align ordering, invoicing, and acceptance with the subscription and assessment-credit model. Final CLIN numbering and descriptions are subject to the Contracting Officer’s direction and the award schedule.

CLIN Description Unit / Qty Acceptance Basis (summary)

0001 Base Year: SDI/Core Strengths Platform Subscription (Business Plan up to 2,500 members)

Lot (1) Access enabled and admin roles provisioned;

platform functions available to authorized users.

0002 Base Year: SDI 2.0 Assessment Credits

Credits (878) Credits available for use;

assessments can be administered and results/reports generated.

1001 Option Year 1: Platform Subscription (Business Plan up to 2,500 members)

Lot (1) Continued access enabled for the option period; admin roles maintained.

1002 Option Year 1: SDI 2.0 Assessment Credits

Credits (878) Credits available for use for the option period.

2001 Option Year 2: Platform Subscription (Business Plan up to 2,500 members)

Lot (1) Continued access enabled for the option period; admin roles maintained.

2002 Option Year 2: SDI 2.0 Assessment Credits

Credits (877) Credits available for use for the option period.

Optional CLIN notes (as applicable):

If the CO prefers a single annual CLIN per year (subscription + credits combined), combine 0001/0002 (and option equivalents) and keep the acceptance criteria intact.

If the Contractor provides any implementation onboarding session(s) at no additional cost, describe them in Section 2 and tie acceptance to completion of onboarding and access enablement.

If the Government expects optional live training beyond included platform resources, add separate optional CLINs (e.g., 0003/1003/2003) with defined session counts and acceptance criteria.

6. Invoicing and Payment

The Contractor shall submit invoices through the Invoice Processing Platform (IPP) for COR review/approval.

Invoices shall be submitted in accordance with contract instructions and shall reference the applicable contract line item(s) and period of performance.

Recommended invoicing structure (subject to CO direction):

• Annual invoicing per CLIN for (a) subscription and (b) assessment credits for the applicable performance period, after access and credits are enabled.

• Invoices shall include unit quantities and pricing consistent with the award schedule.

7. Other Provisions

7.1 Travel

No Government-funded travel is anticipated under this SOW unless specifically authorized in writing by the CO.

7.2 Key Personnel / Substitutions

If key personnel are identified in the contract, substitutions require CO approval in accordance with contract terms.

7.3 Records and Documentation

The Contractor shall maintain documentation sufficient to support performance and invoicing under this contract and provide it to the Government upon request.