Draft_PWS.doc

Performance Work Statement (PWS)

Strategic Sourcing Initiative for Training –Version 2

04/18/2016

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

5.3 Business Services

5.4 Program Management

6 Deliverables

6.1 Quality Control Plan

7 Performance Requirements Summary (PRS) 8 Related Documents

Vision Statement

The vision of the Department of Housing and Urban Development’s (HUD’s) Enterprise-Wide Strategic Sourcing Initiative for Training (HESSIT) is 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

1.1 Introduction

HUD’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 training delivery for employees located throughout the Continental United States, Alaska, Hawaii, Guam, and the Commonwealth of Puerto Rico.

1.2 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; or

· 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, HUD’s 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, HUD’s 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 Pool are intended to facilitate competition and promote maximum opportunity for small business participation.

HUD’s Fiscal Year (FY) 2014 data revealed that 52 discrete training contract vehicles were awarded to 40 contractors under more than 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 approximately 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 and contracts:

In addition, the Department spent $315,783 on training using the GPC card.

HUD LEARN (Learning, Enrichment, and Resources Network) HUD LEARN is the Department’s 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 LEARN’s 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 HUD’s 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 HUD’s organizational goals so that the Agency’s investment in learning benefits both HUD and its employees. The following represents an overview of HUD LEARN’s 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 HUD’s 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 LEARN’s 5-step approach to continual learning in the four general areas which are hereby identified as the four Training Pools under this solicitation:

· Professional Training Pool

· Technical/Specialized Training Pool (program technical/occupation specific)

· General (Core) Training Pool

· Leadership Training Pool.

Definitions and descriptions of each Training Pool is 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:

Training must follow the Instructional Systems Design (ISD) Model and ensure the following is provided to HUD:

· Instructor Guide

· Participant Guide

· Stated Learning Objectives

Evaluations must be completed using the Department’s Training Evaluation Management and Performance Objectives (TEMPO) System for Level 1 and Level 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.

1.3.1 Cancellation Policy

The Contractor and HUD both agree to allow, at a minimum, two (2) 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

HUD is seeking contractor support to provide nationwide learning and development opportunities by acquiring the following services:

· Commercial-off-the Shelf Training Services

· Curriculum and Development

· Business Services

· Program/Project 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 Governmental 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 1 year and four 1-year 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 8:30AM to 4:30PM, 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

The Contractor shall be International Organization for Standardization (ISO) 9000 certified.

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, COR/GTR and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. These meetings may occur on a monthly or quarterly basis depending on the frequency of training completions for 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.

For customization services where travel is required, travel costs may be reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and other applicable agency-specific regulatory supplements. Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to travel consistent with the Contractor’s usual accounting practices.

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

ARAMS - Automated Renewal and Amendment System

BAA - Business Area Analysis Study

CBT - Computer-Based Training

CCB - Change Control Board

CCMB - Configuration Change Management Board

CMMI - Capability Maturity Model Integration

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 Representative

COTS - Commercial Off-the-Shelf

CPO - Office of the Chief Procurement Officer of HUD

EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion

GAO - U.S. General Accounting Office

GTM - Government Technical Monitor

GTR - Government Technical Representative

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

HUDAR - HUD Acquisition Regulation

HUD/ISG - Internet Services Group within the Telecom Processing Division

HUD Web - HUDs Intranet Web Site and related WEB pages.

IG or OIG - Inspector General (Office of)

IT - Information Technology

IV&V - Independent Validation and Verification

LOOCS - Line of Credit Control System

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

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 (GFP) in accordance with the terms and conditions of this contract. The Government will furnish, at no cost to the Contractor, the GFP and Government services shown below.

3.1 Government Services

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

3.2 Facilities

The Government will provide all facilities when convenient to the training students’ location 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 Task Order. 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 computer hardware 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 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 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.

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-lit. 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 and 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.). These materials shall be reviewed by the requesting training officer for compliance with the training objectives identified in the Task Oder. The training officer will notify the CO and COR/GTR of any changes required within 10 working days. The CO will notify the Contractor of the required changes 15 working days prior to training.

4.3.2. The Contractor shall provide 10 working days prior to any training event, copies of all final 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 any required training materials 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.

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 and results shall be surrendered to the COR/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 graduate degree from a regionally accredited college or university.

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 Contractor shall maintain a quality control program that shall ensure the quality of training, ensures that equipment and data have adequate safeguards and satisfies contract requirements; and the information captured for reports is accurate, complete, and timely; and customer service assistance is available in handling customer complaints, resolving customer issues and a method to ensure invoices reflect disincentives for failure to meet performance standards in accordance with the terms and conditions of this contract.

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 of the specific Training Pools identified below.

5.1.1 Professional Training Services (Professional Training Pool) Upon request, 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 in a very specialized functional area within HUD (e.g. Information Technology, Accounting, Auditing, Legal services, 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 as outlined on the www.FAI.gov Web site.

5.1.2 Technical/Specialized Training Services (Technical/Specialized Training Pool) Upon request, the Contractor shall provide training services upon receipt specified by individual Task Order enabling an employee’s ability to apply the (program) technical knowledge and skills required in the specialized job role and responsibilities in order to achieve the expected outputs and results in accomplishing the Department’s mission. HUD has four mission centers focused on creating strong, sustainable, inclusive communities and quality affordable homes for all. HUD is working to strengthen the housing market to bolster the economy and protect consumers; meet the need for quality affordable rental homes; utilize housing as a platform for improving quality of life; build inclusive and sustainable communities free from discrimination, and transform the way HUD does business. Program technical training includes but is not limited to the following requirements:

· Public housing-related subject matter;

· Community planning and development subject matter;

· Equal and fair housing opportunity subject matter; and

· Housing and mortgagee subject matter.

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 Public Housing programs may be considered a HUD-unique training service.

5.1.3 General (Core) Training Services (General (Core) Training Pool) Upon request, 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 are outlined in Office of Personnel Management's (OPM’s) - Multipurpose Occupational Systems Analysis Inventory - Close-Ended (MOSAIC) Competencies document. This document may be found at OPM’s internet web site at URL:

https://www.opm.gov/policy-data-oversight/assessment-and-selection/competencies/mosaic-study-competencies-master-list.pdf Generally, training associated with fundamental competencies will be COTS services, except for HUD Internal Awareness training.

5.1.4 Leadership Training Services (Leadership Training Pool) Upon request, the Contractor shall provide training services specified by individual Task Order focusing on the OPM’s Executive Core Qualifications, which is consistent with the HUD Leadership Journey (HUD’s leadership development model. As observed in the chart below, the content shall be structured to meet the needs of the target participants:

Upon request, the Contractor shall provide training services as stipulated by individual Task Order ensuring Training associated with Leadership Development may be in support of a long-term formal leadership development program such as:

HUD’s 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.

HUD’s 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:

HUD’s Learning Expo which is a 1-day event and provides HUD’s 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.

HUD’s Mentoring Program which provides mentored employees the facility to overcome identified leadership skill gaps through workshops, online materials and webcasts. Participants are GS-12 and above.

HUD’s 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 Supervisor’s 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

Upon request, the Contractor shall provide experienced and qualified instructors to train students using approved courses as specified by individual Task Order. The Contractor may be required to provide experienced and qualified instructors to deliver newly developed courses.

5.1.5.1 Train-the-Trainer (T3)

Upon request, if customized services are being provided by the Contractor, they shall provide T3 training as specified by individual Task Order.

5.1.5.2 Computer-Based Training (CBT)/Instruction-Led-Training (ILT)/Blended

Upon request, the Contractor shall provide the training services that are distance-learning enabled training, online, instructor led, and/or blended specified by individual Task Order.

5.1.5.3 Logistics

The contractor shall ensure, for all training, the following is adhered to:

· Provide COR/GTR with a list of requirements for training (i.e. equipment, software)

· Arrive early to set-up before training begins

· Have the appropriate class materials (Instructor Guide, Participant Guides)

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

5.1.5.4 Compliance

The Contractor shall ensure training and 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, and as updated.

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.

5.1.6 Certification Programs

The Contractor shall ensure that any certificate programs:

· Are accredited by a college, university, or the appropriate professional association

· Have a testing component

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

5.2 Customization

5.2.1 Design/ Development

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. The contractor shall provide this information in electronic format.

An instructor guide provides 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 and set-up requirements; lesson length; description of hands-on labs or practice sessions; review, test and scoring procedures. The instructor guide shall be provided in electronic format as well as in printed copies with the number to be determined.

A participant guide contains all of the materials or description of the materials a participant in the training course will need for classroom, references, and study purposes. The participant guide shall be provided in electronic format as well as in printed copies with the number to be determined.

Course media is used to present information to a training participant to induce learning. It includes slides, video, web-based training, simulators, etc. The course media will be provided in electronic format as well as in printed copies with the number to be determined.

5.2.2 Compliance

The Contractor shall ensure training and 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, and as updated.

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.

5.3 Business Services

5.3.1 Evaluation Analytics

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

· Status reports,

· Course report,

· Quality assurance report on instructors.

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 Other Requirements

Other additional requirements are outlined below that Contractors are expected to meet as part of doing business with the Federal Government under this contract vehicle.

Refreshments

The government reserves the right to add new training classes to the contract(s) through competition between contractors where the applicable Training Pool is awarded to their contract. As an example, the Federal Acquisition Institute routinely refreshes their core curriculum under the FAC programs. For another example, HUD routinely assesses its workforce through skill gap analysis and may discover new training requirements as a result. The government will refresh its strategic sourcing contracts to ensure its acquisition workforce has access to refreshed training classes.

Confidentiality

Duplication or disclosure of personal identifying information and other information to which the Contractor will have access as a result of this contract is prohibited. All course content developed and paid for by the Government will remain the property of HUD. Information and reports generated as a result of this project are, and will remain, Government property.

Fiscal Year

The Federal Government fiscal year calendar shall be used for all reporting and billing purposes. The Federal Government’s 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:

New Years Day Labor Day

Martin Luther Kings Birthday Columbus Day

Presidents Day Veterans Day

Memorial Day Thanksgiving Day

Independence Day Christmas Day

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.

5.3.4 Data & Business Intelligence

At a minimum, the contractor shall provide data and business intelligence as follows:

Based upon data analytics and business intelligence gained during performance of the contract, National Account Representatives are accountable for developing and proposing initiatives which identify opportunities for process improvement and cost reductions specific to HUD and provide it 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.

A comprehensive Monthly Report is also required of the contractor. This data shall be compiled in a MicroSoft Excel format and shall include the following:

· Total # of Seats Offered

· Total # Attended

· Total Training Hours Conducted

· Total Training Classes Offered

· Attendance Roster

· List of…