HESSIT_Draft_Section_C_through_M.doc

Performance Work Statement (PWS)

Strategic Sourcing Initiative for Training

03/02/17 4Vision Statement

1 General Information

1.1 Introduction

1.2 Background

1.3 Constraints

1.3.1 Cancellation Policy

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 Qualifications

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

2.1 Definitions

2.2 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 Material

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 Commercial-off-the Shelf Training Services

5.2 Curriculum

5.3 Business Services

5.4 Program/Project Management

6 Deliverables

6.1 Quality Control Plan

6.2 Acceptance Criteria

7 Performance Requirements Summary 8 Related Documents

Vision Statement The vision of HUD’s Enterprise-Wide Strategic Sourcing Initiative for Training (HESSIT) is to obtain contractor support to assist HUD with its training efforts. HUD will be able to leverage economies of scale, increased transparency into Departmental spending habits and direct propulsion of business process re-engineering and behavioral management by:

· Minimizing the Total Cost of Ownership of procured goods and services;

· Utilizing business intelligence to better support overall decision making and performance management;

· Establishing mechanisms to increase savings, value, and socio-economic participation;

· Identifying and replicating best practices;

· Learn lessons applicable to future strategic sourcing efforts at the agency level; and

· Provide cost effective and meaningful training to HUD employees

1 GENERAL INFORMATION

Introduction

UD’s, Office of the Chief Human Capital Officer (OCHCO) is seeking contractor support to strengthen its learning and development programs. Services shall include analyzing current training course delivery, policies and procedures and providing recommendations to assist with the modernization of those training course deliveries, policies and procedures. In addition, support is needed to train HUD staff on training courses that will be rolled out agency-wide. The geographic scope of this PWS covers nationwide training services accessible, at a minimum, via web-enabled interactive training delivery for employees located throughout the Continental United States, Alaska, Hawaii, Guam, and the Commonwealth of Puerto Rico.

1.1 Background

HUDs Enterprise-Wide Strategic Sourcing Initiative (HESSI)

HUD has performed extensive research into Departmental spend for infrastructure type services. Training was identified as one of the prime opportunities for strategic sourcing through:

· Existing Federal Strategic Sourcing Initiative contract vehicles;

· Other Government-wide strategic sourcing contracts;

· Centralization of spending under existing enterprise-wide contract vehicles; and

· Development of enterprise-wide strategic sourcing vehicles specifically structured with data requirements to drive further efficiencies.

As part of HESSI, a multi-organizational team within HUD identified the requirements for HUDs Enterprise-wide Strategic Sourcing Initiative for Training (HESSIT). This Performance Work Statement (PWS) is intended to provide interested Offerors the necessary background and requirements as they relate to these services.

HUDs Enterprise-Wide Strategic Sourcing Initiative for Training (HESSIT) In the past, HUDs acquisition of training was decentralized, fragmented, and acquired using multiple processes. Generally, training that does not exceed the micro-purchase threshold (MPT) was typically acquired using the Government-wide Purchase Card (GPC). Training was acquired from the MPT to the Simplified Acquisition Threshold (SAT) via an SF-182, Training Authorization. Training exceeding the SAT was acquired by discrete purchase order or by task order under Blanket Purchase Agreements (BPAs Currently, training at or under the MPT is acquired using the GPC card. Training requirements exceeding the MPT are acquired via Office of the Chief Procurement Officer (OCPO) under a contract action. As a result of decentralization of the acquisition of training, it was historically difficult for HUD to monitor or manage agency spend, leverage economies of scale, or ensure compliance with the various acquisition instruments in use.

As part of HESSIT, HUDs training requirements for Federal employees are expected to be centralized under the Chief Learning Officer in HUD LEARN and acquired through this strategic sourcing contract vehicle to the maximum extent possible. Various built-in discount trigger points are expected to drive cost efficiencies. Multiple awards for each training category are intended to facilitate competition and promote maximum opportunity for small business participation.

HUDs Fiscal Year (FY) 2014 data revealed that 52 discrete training contract vehicles were awarded to 40 contractors under 13 North Atlantic Industry Classification System (NAICS) codes in response to requirements from 15 HUD program offices. HESSIT will eliminate these redundancies by aggregating training requirements under an enterprise-wide contract vehicle and, as a result, streamline training acquisitions within HUD.

The HESSIT solution is being developed by an intra-agency project team made up of five program offices that represent 80% of agency spend for training services. It is estimated that HUDs annual spend is $8.4M. The project team also validated training needs with the other components within the organization to ensure this solution is appropriately scoped and will fulfill the maximum needs within the Department. As such, the requirements specified within this document are intended to address the training requirements of all HUD program offices.

The following represents a breakdown of the agency spend for FY 2015 using SF-182s:

HUD LEARN (Learning, Enrichment, and Resources Network) HUD LEARN is the Departments learning organization within OCHCO that enables the delivery of integrated learner-centric programs and services in support of HUD's mission by collaborating, cultivating, and consulting. HUD LEARNs vision is to enable HUD to become a high-performing learning organization and workforce.

HUD LEARN deployed a 5-step Employee Development Strategy (EDS) for continual learning in 2014, which applies to all employees from non-supervisory to senior leaders. The guiding principles of EDS are:

· People are HUDs most important asset;

· Employee-centric and user-friendly;

· Foundation of collaboration, learning and outreach;

· High-quality products and services;

· Creativity and innovation;

· Leverage leading practices and existing resources;

· Promote cultural shift from training to learning; and

· Consider employees from all phases of the talent life cycle.

The EDS uses a 5-step approach to minimize skill gaps, increase skill development, and encourage more strategic learning development. It ensures that each employee’s needs and interests align with HUDs organizational goals so that the Agency’s investment in learning benefits both HUD and its employees. The following represents an overview of HUD LEARNs 5-step EDS approach:

Step 1: Assess employee skills and compare to the Agency’s needs and goals. This step is to enlighten employees regarding the skills and experience that are critical to HUDs success today and in the future, identify employee skill gaps in meeting those needs, and assess opportunities for developing needed skills.

Step 2: Identify the right tools for employee career advancement. Based on employee skills assessment and career mapping tools, an employee will outline the knowledge, experience, and skills needed for career advancement. The employee will then determine the best learning and development tools needed to excel in the current position and grow within the HUD organization.

Step 3: Make a plan for professional growth and development. Working with the supervisor, the employee will complete an Individual Development Plan (IDP) and/or Leadership Development Plan (LDP) which will help the employee follow the desired path for professional development and track progress against professional goals.

Step 4: Complete learning activities to build the skills needed to succeed. Besides classroom training, coaching, mentoring, structured on-the-job training, rotational assignments, self-study, distance learning, web-based training and webcasts, special projects, or task force participation are all opportunities for learning to occur.

Step 5: Measure employee progress and share what was learned. The employee shall seek feedback from the supervisor and team and evaluate how well the employee applied what was learned. Regular check-ins with the supervisor to update the IDP, report progress, or adjust timelines, goals and measures are encouraged for continual growth.

The training services acquired under HESSIT shall fully support HUD LEARNs 5-step approach to continual learning in the four general areas:

· General (Core) competencies;

· Professional competencies;

· Technical proficiency (program technical/occupation specific);

· Leadership development.

Definitions and descriptions of each general area are provided in Attachment J.

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. Constraints include the following:

Trainings must follow the ISD Model and ensure the following is provided to HUD:

· Instructor Guide

· Participant Guide

· Stated Learning Objectives

Evaluations must be completed using the Departments Training Evaluation Management and Performance Objectives (TEMPO) System for Level 1 and 2 evaluations. Pursuant to Kirkpatrick’s Four-Level Training Evaluation Model, a Level 1 evaluation measures how the students reacted to the training and Level 2 evaluation measures what the student learned and how much their knowledge increased as a result of the training.

The Government will own all customized training.

Training shall begin on a Tuesday and end on Friday when curriculum dictates. Training is to be continuous during these days. Training shall not be scheduled during one week’s time span that includes a federally established holiday. Local or state holidays shall not interrupt the training period. Classes shall not begin later than 9:00 a.m. unless the training is conducted virtually to accommodate the Field Offices in the Central, Mountain, and Pacific Time zones. Should a requirement exist to change either the hours or days of training indicated, the change must be coordinated in advance with the GTR.

The Contractor shall ensure all deliverables meet the following compliance requirements.

1. The Contractor shall ensure all training, training materials, software, and training aids comply with Section 508 of the Rehabilitation Act (29 U.S.C. 794d), as amended by the Workforce Investment Act of 1998 (P.L. 105-220), August 7, 1998.

2. The Contractor shall provide training services technology based systems, software, and materials, which meets Sharable Content Object Reference Model (SCORM) standards.

3. The Contractor shall provide technology and web-based training, training materials, software, training aids, compatible with The Aviation Industry CBT Committee (AICC) standards.

The Contractor shall provide the training services, when necessary, compatible with the Federal Risk and Authorization Management Program (FedRAMP) requirements.

Fiscal Year

The Federal Government fiscal year calendar shall be used for all reporting and billing purposes. The Federal Governments fiscal year runs from October 1 through September 30.

Holidays

The Contractor shall be required to include as a holiday any day designated as a holiday by Federal Statute or Executive Order. These holidays include:

Commonwealth of Puerto Rico Holidays: These holidays apply to training services provided to and from the Commonwealth of Puerto Rico:

Three Kings Day: January 6

Good Friday: changes each year

Puerto Rico’s Constitution Day: July 25

HUD also does not train employees on Rosh Hashanah or Yom Kippur

1.3.1 Cancellation Policy

The Contractor and HUD both agree to allow, at a minimum, two (2) weeks cancellation and, at a maximum, three (3) weeks cancellation of any training. The Government and Contractor agree to accept any rescheduled classes at the same cost of the cancelled class.

1.4 Description of Services

The Department of Housing and Urban Development is seeking contractor support to provide nationwide learning and development opportunities in the following areas:

· Commercial-off-the Shelf Training Services

· Curriculum and Development

· Business Services

· Program Management

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 Contactor shall be the sole responsibility of the Government.

1.6 Period of Performance

The period of performance shall be for one base period of 12 months and four 12-month option periods.

1.7 Place of Performance

The services to be performed under this contract shall be at HUD facilities, the contractor’s facility or virtually as described by each task order.

1.8 Hours of Operation

The Contractor is responsible for providing services between the hours of 9AM to 5PM, Monday thru Friday except Federal holiday or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 8 hours each day Monday through Friday. The Government reserves the right to change hours of operation or restrict contractor access. Work outside these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, after duty hours.

The Contractor must at all times 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 is essential.

1.9 Special Qualifications

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. The Government intends to convene a Post Award Conference with the Contractor within ten business days after contract award. The Contracting Officer will notify the Contractor of the specific date, location and agenda within five days after contract award.

1.11 Status Meetings

The Contracting Officer, Government Technical Representative (GTR) and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. These meeting may occur on a monthly or quarterly basis depending on the frequency of training completions that given month. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post award conference and subsequent meetings may be held via teleconference.

1.12 Contractor Travel

For COTS training, the Contractor shall be responsible for all travel cost, lodging, and modes of transportation to and from training locations and/or facilities where training is being conducted regardless of its location.

1.13 Transition In

N/A

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 30-day Transition-Out period. The incumbent Contractor shall ensure a smooth transition with the successor Contractor during the Transition-Out period, prior to completion of contractual performance. The incumbent Contractor shall aid the successor in the development of plans, procedures, and methods for the assumption of all on going 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/Work Days - Every official work day of the week which are days between and including Monday to Friday. This does not include public holidays and weekends.

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or service 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.

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

Government Technical Monitor (GTM) - An individual designated by the Contracting Officer to assist in providing technical direction and monitoring performance under the contract.

Government Technical Representative (GTR) - 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 authority to provide technical direction to the Contractor as long as direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does NOT have authority to change the terms and conditions of 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 requirement 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 describe the required results in clear, specific and objective terms with measurable outcomes.

Physical Security - Actions that prevent the loss or damage of Government property.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contracts 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 of service shall meet contract requirements.

Service Contract - A contract that directly engages the time and effort of a Contractor whose primary purpose is to perform an identifiable task rather than to furnish an end item of supply.

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 privity of contract with a subcontractor.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AQL - Acceptable Quality Level

CBT - Computer Based Training

CEU - Continuing Education Units

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 CLP - Continuing Learning Points

CO - Contracting Officer COR - Contracting Officer Representative

COTS - Commercial Off-the-Shelf CPO - Office of the Chief Procurement Officer of HUD

CPU - Central Processing Unit EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion FAC - Federal Acquisition Certification

GAO - U.S. General Accounting Office

GTM - Government Technical Monitor GFP - Government Furnished Property

GTR - Government Technical Representative

HUD - U.S. Department of Housing and Urban Development HUDAR - HUD Acquisition Regulation

HUD Web - HUDs Intranet Web Site and related WEB pages

IG or OIG - Inspector General (Office of) IT - Information Technology MOSIAC - Multipurpose Occupational Systems Analysis Inventory - Close-Ended

OCPO - Office of the Chief Procurement Officer OIG - Office of Inspector General OMB - Office of Management and Budget OPM - Office of Personnel Management

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 SF - Standard Form TBD - To be determined U.S.C - United States Code

3 GOVERNMENT-FURNISHED PROPERTY AND SERVICES

The Contractor shall ensure accurate control and accountability of all Government-Furnished Property in accordance with the terms and conditions of this contract. The Government will furnish, at no cost to the Contractor, the GFP shown below.

3.1 Government Services

The Government will provide a training representative to assist with gaining entry in to the Government facility, training room, and the location of the restroom facilities. In addition, The Government will provide set-up and connection of government furnished computer equipment; government identification needed for access to the government facility.

3.2 Facilities

The Government will provide all facilities when convenient to the training student’s location and/or training environment. If the Government determines the training facility is not available or suitable for training per Task Order, the Contractor shall provide the training facility to conduct the training per the specified in the Task. The Contractor shall ensure accurate control and accountability of all Government-Furnished Property in accordance with the terms and conditions of this contract.

3.3 Equipment

3.3.1. The Government will provide an operating computer (CPU, mouse, monitor and keyboard) or laptop with connection to local area network, computer-operating software, for each contract employee in the performance of the training. All software required and approved (i.e., Power point Presentation, Excel Spreadsheet, or any Microsoft Office Suite products used for training) will be loaded and maintained by HUD. The Government will provide seating at suitable tables. The Contractor shall ensure all training materials outlined in 4.3 Materials are delivered in accordance with the terms and conditions of this contract.

3.3.2. The Contractor shall examine Government property upon receipt ensuring practicality and to detect damage during receipt of the equipment. Inspection will include completeness and proper type needed for training.

3.3.3. Damaged Government Furnished Property: The contractor shall report to the contracting officer any government furnished property found damaged, malfunctioning, or otherwise unsuitable for use. In event of damage or malfunction during or after installation, the contractor shall determine and record probable cause and necessity for withholding property from use.

3.3.4. The Contractor is responsible for all costs to repair or replace Government-Furnished Property damaged by the contractor in accordance with FAR Subpart 46.8.

3.4 Materials

N/A

3.5 Quality Assurance (QA)

The Government shall evaluate the Contractors 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 are not listed under Government-Furnished Property and Services. Upon request, 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. The Contractor must be prepared to provide any government identification needed for access to the government facility.

4.1 Facilities

4.1.1. The Contractor shall furnish not less than 30 gross square feet per student, computer laptops or desktops for effective teaching shall be provided. The Contractor shall furnish a classroom that is well-light. There shall be not less than 30 foot-candles of illumination (30FC) of output when measured 36" above the floor at the student's desk or table.

4.1.2. The Contractor shall furnish seating at suitable tables or provided with proper rest on the right-hand side of the chair for writing or taking notes. Chairs must be ergonomically appropriate for 8-hour occupancy.

4.1.3. The Contractor shall furnish classroom facilities adequately ventilated; heated in winter and cooled in summer. Temperature limits shall not exceed 68 to 70 degrees Fahrenheit.

4.1.4. The Contractor shall furnish sanitary restroom facilities, which shall be made available within convenient distance of the classroom.

4.1.5. The contractor shall ensure ambient noise is below the distraction point. At any position in the classroom, normal instructor voice levels should exceed the ambient noise level by 20 decibels.

4.2 Equipment

The contractor shall furnish computer (desktop or laptop) and projector as task orders and training objectives require. The equipment will be in full working order for the student to operate/complete training tasks.

4.3 Material

4.3.1. The Contractor shall provide, (not less than 30 days prior to conducting the first class) if so directed by the GTR, all the required course materials (books, manuals, lesson plans, etc.) shall be reviewed for compliance with the training objectives by the requiring services by the requesting training officer. The training officer will provide written response to the Contractor of any changes required within 15 working days.

4.3.2. The Contractor shall provide 10 working days prior to any training event, copies of all lesson plans, manuals, handouts, and any other required training material for each training session to the designated Government representative, which will NOT be reproduced; HUD will retain in record of file.

4.3.3. The Contractor shall provide all copies of all lesson plans, manuals, handouts, and/or any require training material for each student for each training session.

4.3.4. The Contractor may be required to modify, validate, review, upgrade training manuals and other training documentation or training aids and courseware materials as specified by task order. The Contractor shall develop, modify, validate, and upgrade training manuals and other training documentation or training aids and courseware materials as specified by task order.

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.

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 shall remain the property of the U.S. Government. These files/results shall be surrendered to the GTR.

4.5 Contractor Personnel

4.5.1. Contract Manager and National Account Representative (Program Manager)

The Contractor shall provide a Contract Manager and National Account Representative who shall be responsible for the performance of work and program management. An alternate shall also be designated to act in their absence. These Contractor personnel (main points of contact and alternate points of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel. Key Personnel shall have full authority to act on all contract matters relating to the 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 GTR 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. These points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. Key Personnel shall be available between the hours of 8:00am to 4:30pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

4.5.1.1 Professional Qualifications for Contract Manager

The Contractor shall provide a Contract Manager who has the following minimal qualifications:

· 3 or more years of Contract Management experience

· NCMA or other professional certification in contract management.

4.5.1.2 Professional Qualifications for National Account Representative

The contractor shall provide a National Account Representative to ensure proper handling of all phases of training execution and problem resolution. At a minimum, HUD shall be assigned a National Account Representative but the contractor may elect to assign multiple Account Representatives based upon the volume of a particular program office within HUD.

The Contractor shall provide a National Account Representative who has the following minimal qualifications:

· 3 or more years of Program Management experience

· Project Management Institute certification.

4.5.2 Instructors

The Contractor shall provide instructors who shall be responsible for the performance of training under this contract.

4.5.2.1 Professional Qualifications of Instructors

The Contractor shall provide an instructor who has the following minimal qualifications:

· 5 or more years in classroom instruction under the specific field of training outlined in section 5

· A Bachelor’s degree from a regionally accredited college or university with 7 to 11 years of experience in classroom instruction.

· A graduate degree from a regionally accredited college or university with 5 to 7 years of experience in classroom instruction.

4.5.3 General

In addition to any minimum requirements described herein for professional qualifications, the Contractor shall ensure that its firm and staff maintain any generally required professional certification, accreditation, license, bond, and proficiency relative to their area of expertise. The Contractor shall retain documentation of such records. The Government will not pay for expenses to meet this requirement.

The Government reserves the right to require a full-field background investigation of any Contractor employee assigned to this contract if deemed necessary by the Government. The cost for such background investigation will be assumed by the Government.

The Government reserves the right to refuse, or require the Contractor to terminate, the services and access of any Contractor or Subcontractor employee who is or may be an offender, or whose personal habits, criminal history or inclinations are in conflict with HUD employee guidelines or who otherwise may be a security risk. Suitability standards regarding Contractor personnel may be established or modified at any time, and without notice, by the Government.

4.6 Identification of Contractor Employees

All Contractor/subcontractor personnel shall wear company picture identification badges as 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 work space area with their name and company affiliation, or as a minimum, "Contractor" after 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

5.1 Commercial-off-the Shelf Training Services

The Contractor shall provide training services upon receipt specified by individual Task Order outlined for each specific type of training below.

Performance Standards

a) STD: 100% average of 3.5 on evaluation response rating for all training pools or subpools.

AQL: Zero Deviation

5.1.1 Professional Training Services

The Contractor shall provide training services upon receipt specified by individual Task Order ensuring the professional competencies that focus on certifications required of a particular job classification such as a GS-1102 or on a very specialized functional area within HUD (e.g. Information Technology, Accounting, Auditing, Legal services, and etc.).

This also includes such competencies, but not limited to, the requirement for employees to be certified under the Federal Acquisition Certification (FAC) in Contracting (FAC-C), Contracting Officers Representative (FAC-COR) and Program/Project Management (FAC-P/PM) programs are contained on the www.FAI.gov Web site.

5.1.2 Technical/Specialized Training Services

The Contractor shall provide training services upon receipt specified by individual Task Order enabling an employee’s ability to apply the technical knowledge and skills required in the specialized and professional job role and responsibilities in order to achieve the expected outputs and results. The following are behavioral indicators that may represent technical proficiency, depending upon the Grade Level of the HUD employee:

· Understands the technical difficulty and complexity of work undertaken and advises others accordingly;

· Accounts for the technical difficulty and complexity of own work and that of staff, where appropriate, at key milestones;

· Ensures the appropriately applied procedures, requirements, regulations, or policies related to specialized areas of expertise in the production of work-unit outputs or results;

· Performs tasks specific to area of expertise reliably, skillfully and accurately;

· Accomplishes complex tasks in area of expertise without supervisory assistance.

Training associated with technical proficiency may be COTS or HUD-unique services. For example, training associated with COTS software will generally be a COTS training service. However, training associated with HUDs Public Housing programs may be considered a HUD-unique training service.

5.1.3 General (Core Training) Training Services

The Contractor shall provide training services upon receipt specified by individual Task Order addressing competencies which will increase personal and professional attributes that are critical to an employee’s successful performance. These general competencies outline in Office of Personnel Management's (OPM) - Multipurpose Occupational Systems Analysis Inventory - Close-Ended (MOSAIC) Competencies document. Generally, training associated with fundamental competencies (will be commercial-off-the-shelf (COTS) services, except for HUD Internal Awareness.

5.1.4 Leadership Training Services

The Contractor shall provide training services upon receipt specified by individual Task Order ensuring training centers on the Office of Personnel Managements (OPMs) Senior Executive Service core qualifications (see chart below) and the content structured to meet the needs of the target participants:

The Contractor shall provide training services upon receipt specified by individual Task Order ensuring Training associated with Leadership Development may be in support of a long-term formal leadership development program such as:

HUDs Emerging Leaders Program which includes a variety of learning activities incorporated into a curriculum that allows participants to explore leadership issues and practices through venues such as classroom training, executive interviews, developmental and shadowing assignments and action learning teams. Participants are grades GS-12 to GS-14.

HUDs Senior Executive Development Program which develops HUDs senior executive cadre to more effectively engage and lead the Departments talent resources in meeting the organizations goals and accomplishing its critical mission. This may involve workshops, action learning teams and coaching. Participants are Senior Executives.

Alternatively, training under this category may individually support:

HUDs Learning Expo which is a 1-day event and provides HUDs employees and managers with useful resources which will develop, train and increase their current knowledge and skill set. This typically involves workshops, webcasts, mini-clinics, and information booths. Participants are all grades.

HUDs Mentoring Program by providing mentored employees the facility to overcome identified leadership skill gaps through workshops, online materials and webcasts. Participants are GS-12 and above.

HUDs Coaching Program that enhances an employee’s career and personal development through addressing specific issues. These are typically short-term relationships geared to learning a well-defined skill to address a particular issue. Training may occur through workshops, online materials and webcasts. Participants are GS-12 and above.

New Supervisors Training Program to provide details on human resource management procedures, techniques, tools and subject matter expert points of contact. Training will require expertise in a number of critical Federal mandates and policies imperative to successful supervision. Training involves instructor-led classes, webcasts, webinars and live meetings. Participants are all newly appointed supervisors in headquarters and field offices.

Results-Driven Leadership to provide participants with an understanding of key concepts, best practices-based concepts, techniques, tools, and principles that will help them to develop and sustain a high-performance workforce that is talented, committed and diverse. Training methods include instructor-led classes and self-paced learning. Participants are all HUD supervisors, managers and executives.

5.1.5 Conduct Training

The Contractor shall provide experienced and qualified instructors to train students using approved courses as specified by individual Task Order. The Contractor shall provide experienced and qualified instructors to deliver newly developed courses.

5.1.5.1 Train-the-Trainer (T3)

The Contractor shall provide T3 training as specified by individual Task Order.

5.1.5.2 CBT/ILT/Blended

The Contractor shall provide the training services that are conferenced-based training, online, instructor led, and/or blended specified by individual Task Order.

5.1.5.3 Logistics

The contractor shall ensure for every training that the following is adhered to:

· Provide GTR with a list of requirements for training 10 business days before training begins (i.e. equipment, software)

· Arrive 60 minutes early to set-up before training begins

· Have the appropriate class materials (Instructor Guide, Participate Guides). The guides are to be provided to the GTR 10 business days before class begins

The Contractor shall submit a complete class roster, all Level 1 evaluations, Level 2 Instruments (Pre and Post Protocol), and Summary Evaluation to HUDLEARN within the 5 working days upon completion of each training session.

Performance Standards

a) STD: Provide list of requirements 10 business days before class begins

AQL: Provide 5 business days before class begins

b) STD: Arrive 60 minutes before class begins

AQL: Arrive 45 minutes before class begins

c) STD: Provide Instructor and Participant Guides 10 business days before class begins

AQL: Provide Instructor and Participant Guides 5 business days before class begins

Deliverables A7 List of requirements for trainings A8 Instructor and Participant Guides

5.1.6 Certification Programs

The Contractor shall ensure that any certificate programs:

· Are accredited with a college or university program or professional association

· Have a testing component

· Have Continuing Education Units (CEUs) or Continuing Learning Points (CLPs)

5.2 Curriculum

5.2.1 Development/Customization

The contractor shall provide the curriculum development for the following training materials:

Course design document: This guide will contain the learning or performance steps, learning objectives, performance evaluation, and a structure and sequence outline for the lessons in the course (provided in electronic format).

Instructor Guides shall provide the Instructor with detailed information about how the course is designed to be conducted. It will include materials, props, equipment, job aids to be used; class size, set-up requirements; lesson length; description of hands-on labs or practice sessions; review, test and scoring procedures (provided in electronic format as well as printed copies with number to be determined)

Participant Guides shall contain all of the materials or description of the materials a participant in the training course will need for classroom, references, and study purposes (provided in electronic format as well as printed copies with number to be determined)

Course media used to present information to a training participant to induce learning. Includes: slides, video/film, web-based training, and simulators (provided in electronic format as well as printed copies with number to be determined)

5.3 Business Services

5.3.1 Evaluation Analytics

The Contractor shall provide the following in a quarterly report pertaining to customized curriculum development to the CO, COR and HUD Learn within 15 days after the end of each calendar quarter:

· Quality assurance report on instructors.

This report is an overall evaluation containing an array of questions which will assist the Government in determining how well each instructor has provided instruction execution of their training course. The template for this report is contained in Attachment J.

Along with the quality assurance report on instructors, the Quarterly report shall contain the following complied for each quarter:

· Total # of Seats Offered

· Total # Attended

· Total Training Hours Conducted

· Total Training Classes/Seminars Offered

· Attendance Rating

· No-Shows

· Total training hours per employee

· Total Training completions

· Average # of courses offered per employee

· Total cost per class/per person

Deliverables A2 Quarterly Report

5.3.2 Customer Service

The Contractor shall provide HUD with customer service levels comparable to the contractor’s best customers in the private and Federal sectors.

Contractors shall provide a Customer Service solution that enables complete and uniform access to the HESSIT Services as described herein to all program offices within HUD that desire its use.

5.3.3 Data

The Contractor shall provide Data and Business Intelligence services that meet the minimum service requirements.

This data shall be compiled in a Comprehensive Monthly Report in Excel and shall include the following:

· Total # of Seats Offered

· Total # Attended

· Total Training Hours Conducted

· Total Training Classes/Seminars Offered

· Attendance Rating

· No-Shows

· Total training hours per employee

· Total Training completions

· Average # of courses offered per employee

· Total cost per class/per person

Performance Standards

a) STD: 100% Compliance

AQL: Zero Deviation

Deliverables A1 Comprehensive Monthly Report

5.3.4 Business Intelligence

The Contractor shall, based upon data analytics and business intelligence gained during performance of the contract, develop and propose initiatives which identify opportunities for process improvement and cost reductions specific to HUD. The Contractor shall provide a data analytics and business intelligence report to the HUD Contracting Officer (CO), COR/GTR, Program Manager, and HUD LEARN within 15 days of the end of each calendar quarter. At the same time, National Account Representatives shall also provide quarterly status updates to the HUD CO or designee regarding any program level issues identified or initiatives underway.

Performance Standards

a) STD: 100% Compliant with section 5.3.4 of this PWS

AQL: Zero Deviation

Deliverables A9 Data Analytics and Business Intelligence Report

5.4 Program/Project Management

5.4.1 Management Plan

The Management Plan shall include the following:

1 Introduction

1.1 Purpose of Project Management Plan

2 Executive Summary of Project Charter

2.1 Assumptions/Constraints

3 Scope Management

3.1 Work Breakdown Structure

3.2 Deployment Plan

3.3 Change Control Management

4 Schedule/Time Management

4.1 Milestones

4.2 Project Schedule

4.2.1 Dependencies

5 Cost/Budget Management

6 Quality Management

7 Human Resource Management

8 Communications Management

8.1 Communication Matrix

9 Risk Management

9.1 Risk Log

10 Issue Management

10.1 Issue Log

11 Procurement Management

12 Compliance Related Planning

Appendix A: Project Management Plan Approval

APPENDIX B: REFERENCES

APPENDIX C: KEY TERMS

APPENDIX D: SUMMARY OF SPENDING

A5 Management Plan

5.4.2 Final Report

The Contractor shall submit a final report that shall include the compilation of all quarterly reports.

A4 Final Report

6 DELIVERABLES

The Contractor shall complete all work and deliver all deliverables as specified herein. Any papers, recommendations, etc. that the Contractor submits are drafts, not final copies. The Government reserves the right to make changes to delivery dates.