FLLI SPEC - SOW 4 May 2021.pdf

FAA LEADERSHIP AND LEARNING INSTITUTE (FLLI)

LEARNING SERVICES PROCUREMENT SOW MAY 4, 2021

STATEMENT OF WORK

1.0 BACKGROUND

The Federal Aviation Administration (FAA) is charged with safely and efficiently operating, maintaining and modernizing the most complex aviation system in the world. How the FAA does that takes the full weight of approximately 45,000 people. One of the significant challenges that the FAA faces is maintaining a skillful and thriving workforce capable of performing and adapting in an environment of rapid change. From the men and women that staff control towers, to support personnel, to senior leadership, the human capital that comprises this organization is its most valuable asset. Historically, FAA provided approximately 33,000 hours of instructor-led managerial leadership training to more than 5,800 FAA managers and other governmental and non-governmental organizations (NGOs) on an annual basis. The FAA business model for management and leadership development seeks to procure full lifecycle learning services that include assessment, design, development, implementation/delivery, evaluation, redevelopment/redesign, and the provision of classrooms, lodging, and transportation arrangements to and from the airport in support of our training and development programs all under one contract. The FAA Reauthorization Act, specifically Section 814, indicates the FAA shall ensure all parties can fairly compete and shall take into consideration the most cost effective location, accessibility and service options.

The FAA strives to provide a high quality learning environment that equips managers, current and aspiring leaders, and other internal and external customers with capabilities to excel in their roles and to ensure a strong leadership pipeline for the future.

1.1 OVERVIEW OF THE FAA LEADERSHIP AND LEARNING INSTITUTE

The FAA Leadership and Learning Institute (FLLI) portfolio currently consists of four components:

a. Mandatory management courses (required by FAA Human Resources policy)

b. Succession planning programs (leadership development programs targeted to particular positions or levels)

c. Elective management and leadership courses

d. Customer tailored offerings (courses and development services provided to internal and external customers, as requested)

Presently the FLLI portfolio includes a total of 69 web-based and instructor-led mandatory and elective courses designed to meet the current management and leadership developmental priorities for FAA managers. The instructor-led courses vary in length from one day to seven days. Most web-based courses are 30 minutes or less in length. Given the range of experience and diversity of FAA’s manager population, the portfolio spans basic supervisory skills to senior management and more advanced leadership development topics. The portfolio presently also includes two leadership development programs, one for aspiring managers and one for aspiring senior, non-executive managerial leaders. The programs are competitive, have ranged from 16- 50 participants in size and 8-18 months in length, and include multi-day instructional seminars, stretch or detail assignments, and other developmental activities.

The entire FAA portfolio is being reviewed, evaluated, and redesigned as necessary to enhance integration, variety, and effectiveness, so the contents may change over time. Descriptions of the current courses and programs are provided in the attached course catalog. All of these courses and programs support the FAA leadership principles and philosophy, and are oriented toward building competency in the FAA’s Strategic Leadership Capabilities (SLCs).

Each year, the FAA Office of Career and Leadership Development (AHD) establishes the mix, number, and timing of mandatory and elective courses and leadership development program cohorts to be delivered throughout the coming year. The requirements may change from year-to-year based on organizational needs.

The FAA reserves the right to design, develop, and facilitate courses, seminars, conferences, and meetings with Government personnel or through third parties under separate contract. Therefore, the contractor will not have exclusive rights to provide all services required to support the FAA requirements or other developmental needs.

The contractor must organize its services to be capable of offering the FAA portfolio of management and leadership developmental courses either in part or in its entirety to FAA offices, other Federal Government entities, or private sector entities.

The contractor must be prepared to deliver, up to 80 percent of the class offerings in the field location at regional offices at the commencement of the contract.

1.2 LEARNING SERVICES METHODOLOGY

Until spring 2020, most instructor-led learning services had been delivered in physical classrooms employing adult learning theory and practices. Participants are encouraged and expected to fully engage in meaningful conceptual dialog and discussions guided by a professional facilitator. Recently, the FAA has been rapidly pursuing a more blended learning strategy that includes a mix of in-person, online and virtual learning components of various lengths incorporating job aids, simulations, games, demonstrations, skill practice, case studies, action planning, and/or other techniques as appropriate. The FAA expects to continue this blended approach to expand access to high-impact learning opportunities, maximize results, and build the talent the organization needs. Experiential learning and reflection opportunities must be implemented into the portfolio to maximize embodiment and retention of learning and its transfer into the operational environment. Facilitators must employ best practices associated with adult learning principles. All FAA professional development, regardless of delivery methodology, will be based on achieving prescribed learning objectives rooted in the FAA SLCs.

2.0 REQUIREMENTS

2.1 FURNISH FACILITATORS; DELIVER INSTRUCTION

The contractor must furnish qualified instructors and facilitators with a full understanding of all leadership and management subject matter required by the FAA. Facilitators must be able to provide application to the FAA organization and conduct classes and seminars in an adult learning styled in-person or virtual environment as applicable. Facilitators must be available to travel to deliver learning services to FAA and other Government employees in the field on subjects of management and leadership.

2.1.1 INSTRUCTIONAL SERVICES

The instructor-led developmental portfolio consists of Mandatory, Elective and Customer Tailored offerings and succession planning development programs – which are expected to evolve over time to meet organizational needs. The mix, number and timing of courses and program cohorts are identified each year by the FAA Office of Career and Leadership Development (AHD). Some courses are scheduled on a regular and recurring basis while others are scheduled as needed. The management of the portfolio schedule is flexible and is modified when required to meet FAA demands. Courses and program cohorts are set on the calendar well in advance and are taught year-round, for 42 of the 52 weeks in the calendar year. Courses and program cohort activities are not scheduled during weeks that contain federal holidays. Course registrations are regularly monitored to ensure the minimum registration target is attained for each scheduled offering. If a registration minimum is not attained for a course, the FAA, in its sole discretion, may cancel the course delivery within fourteen calendar days of the projected start date at no cost, fee, or expense. Participation in succession planning development program cohorts follows a competitive application and selection process. Currently each program cohort includes 2-4 in-person seminars, each up to one week in length. Historically, no more than two cohorts of a given program have launched in a single year.

Blended learning is an essential part of an effective program to ensure different learning styles are addressed in the facilitation and delivery of courses. The contractor must make all preparations for the instruction/educational delivery and provide facilitators with the expertise in leadership and management topics needed for each course as defined by the FAA. Facilitators must bring a diversity of experience examples. Deliveries that require two facilitators, the contractor must pair instructors to both provide the relevant expertise and connect with a diverse audience. Facilitators must meet the qualifications stated in the Labor Category Qualifications.

The FAA reserves the right to waive the qualifications on a case-by-case basis.

2.1.2 UPDATE PORTFOLIO FOR MINOR CHANGES

The FAA leadership development portfolio will occasionally require updates to course and program design, development, and/or content to reflect policy changes and currency of information. The contractor must provide an Instructional Designer and/or computer based Training Specialist to perform minor course changes as needed. Examples of courseware updates and maintenance include: replacing outdated policy with current policy information; adding additional skill practice activities that reflect best practices in industry; switching out job aids, and altering language in response to court cases. Changes to management systems and strategic priorities, as identified by FAA Career and Leadership Development (AHD), may result in the need for portfolio design, development or redesign.

2.1.3 ADMINISTRATION AND SUPPORT

The contractor must furnish clerical, administrative, and technical support, logistics services, and instructor oversight positions required for the effective and efficient management and administration of these requirements.

The contractor must furnish personnel to handle all support functions such as registration, welcome and follow-up communications with learners, and administering course evaluations and compiling and analyzing the data collected. Workload projections are subject to change.

LOGISTIC SERVICES: The contractor shall furnish personnel to monitor and maintain established inventory levels of supplies, materials, shipping and receiving of materials, distribution and stocking of training and seminar materials and document reproduction. These logistics services include the following requirements:

Personnel will be required to create bulk print requests for classroom materials and other bulk printing requests. Personnel will be required to coordinate with instructors and FAA personnel on the materials required for course offerings and program seminars, and to ensure all supplies and materials are available to support required facilitation. This requires personnel to monitor and maintain established inventory levels of supplies and materials.

Personnel will be required to ship, receive, distribute and stock training materials, supplies, mail and correspondence to support delivery operations. This includes the loading and unloading of materials and supplies. Supplies and materials required to support delivery of courses and seminars conducted in the field will be coordinated with instructors and sent to the prescribed destination(s). The on-site reproduction for low volumes of documents, which require quick turnaround to support FAA training, conferences, seminars and briefings, is also required.

Personnel are required to assemble all materials for each course or event. Materials must be delivered to the classroom three days prior to the start of class.

I/T SUPPORT: The contractor shall furnish personnel for software technical support and training for all software applications and installation of software applications. The software support person will also check application systems and correct user introduced malfunctions; configure user software to meet specific user needs, research and recommend new software applications to the FAA, structure and maintain all equipment.

Audio-visual equipment and workstations that require set-up prior to class, seminar or conference usage will be arranged and tested for operational functionality the evening before the start date. Support will be provided for the administration of the on-line evaluations.

2.1.4 SUBJECT MATTER EXPERTS

The contractor must furnish Subject Matter Experts (SMEs) as needed to address technical, functional, planning, implementation and/or overall complex issues on a limited basis as determined by the FAA to meet the deliverables and to support ad hoc, customized requests for services. The following two subject matter experts are identified at the outset of the contract;

additional skill sets may be required and incorporated throughout contract performance.

2.1.4.1 Executive Coach

It is common in the FAA leadership environment that executives are brought in from non-governmental agencies that have no contextual understanding of the FAA corporate climate in which they are required to effectively operate. Often senior managers are internally promoted from positions where technical expertise was required but not the high-level leadership skills required for successful executive performance. In both cases, the executive coach must aid executives in developing leadership skills to be effective leaders that foster a high-performance work environment for employees. This is achieved through strength assessments and diagnosis of skills and the subsequent development of strategies that enable success and effective performance tailored to the individual through one-on-one coaching sessions.

2.1.4.2 INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGIST

The Industrial-Organizational (I/O) Psychologist will provide expertise and services on an as-needed basis to help design, develop or implement effective learning and development courses, seminars, programs or environments. Scope of duties includes identifying and evaluating alternative assessment instruments and learning interventions; creating assessment questions and tools; researching and recommending credible and appropriate content for instructional modules;

designing and developing active-learning exercises; crafting leadership competencies and development requirements for different managerial-leadership roles; creating program application and selection criteria, processes, and related rubrics; reviewing and recommending improvements to evaluation surveys; identifying and recommending practices that foster a climate of learning; and supporting leaders in implementing climate improvement efforts.

2.2 PROVIDE THE SAME SERVICES IN SECTION 2.1 FOR OTHER

ORGANIZATIONS ON AN AD HOC BASIS

The contractor must provide learning and development products and services to other organizations as directed by the FAA staff. These customers include: Internal FAA organizations, other public sector organizations, and private sector aviation and non-aviation related entities on an ad hoc basis. As directed, the contractor must deliver existing FAA courses, program and services to these customers in their current state or customize existing FAA courses and programs and associated materials as necessary to meet specific terminal learning or development objectives of the customers. In addition, as directed, the contractor must design and develop original offerings to meet external customer needs.

2.3 MAJOR OR COMPLETE INSTRUCTIONAL DESIGN, DEVELOPMENT OR

REDESIGN

The contractor must provide instructional design services utilizing the Instructional Systems Design (ISD) model to both design and develop new courses and programs, and to redesign existing courses and programs as requested by the FAA. Capabilities must span in-person, virtual, and web- or computer-based delivery and all associated support media and materials.

All design, development, revision, and production must be performed in accordance with (IAW) FAA training standards, policies and guidelines such as, not limited to, the latest versions of the

FAA-STD-028C.

2.3.1 RESEARCH, DESIGN, AND DEVELOP

As directed, the contractor must research, design, and develop new courses and programs and the associated materials and media. The materials will relate to the broad topic of leadership and managerial development for resident, field and distance, online or virtual learning programs.

The contractor must employ industry accepted best or leading practices in adult learning theory and portfolio and course design for the design, development, revision, and facilitation of all courses and offerings. This requirement applies to all courses and offerings, and all developmental delivery systems, including but not limited to written materials, computer-based instruction (CBI), web based e-learning, virtual instruction, and video-based instruction.

Contractor must include coordination with the contractor’s editors for assistance in the development of the final products. As directed, design personnel must provide completed materials which may include design guides, facilitator guides, handouts, learner/participant materials, and, if applicable, video script treatments and support media. The Contractor must submit new designs for review and approval by the FAA Program Manager prior to development of activities and materials. The contractor must meet timeframes specified in the task assignment and/or project management plans and the milestones established by the FAA program management team.

2.3.2 WEB BASED PORTFOLIO

The contractor must provide capability to design, develop, revise and validate interactive, computer-based courseware. Contractor must use specialized computer software to develop, integrate and edit instructional text, audio, graphics, animation and video for interactive presentations. Contractor must use appropriate programming/branching logic and screen layout and remediation/feedback techniques, incorporating leading practices wherever possible to optimize student engagement and learning outcomes. Contractor must implement quality control, review, and revision procedures throughout the courseware development process. Contractor must provide completed course materials which may include: course design guides, facilitator guide, handouts, participant guide, video script treatments, and support media. All new designs require FAA Program Manager or designee approval before proceeding to development of course activities and materials. The contractor must meet timeframes specified in task assignments and/or project management plans.

2.4 PROGRAM MANAGEMENT, ADMINISTRATION, AND OPERATIONAL

SUPPORT

The contractor must provide all necessary personnel to perform program management to include:

contract administration, quality control, supervision of contract personnel, oversight of facilitators, course and program evaluation, and publication management, as necessary to meet performance and delivery requirements. Personnel that require pre-approval by the FAA before they may work on this contract are identified in the Labor Category Qualifications. Pre-approval consists of review by the Contracting Officer’s Representative (COR) that the proposed personnel meet the labor category qualifications specified for the respective position. All program management, administration and operational support are included in the firm fixed price Program Management Contract Line Item Numbers (CLINs). Direct charge of employees will only occur when major or complete instructional design, development or redesign, IAW Section

2.3 is ordered or when Transitional Tasks or Subject Matter Expert Tasks are ordered.

Contractor must develop proposals for new courses and programs, conduct job task and skill needs analyses, and maintain course development templates. The contractor must perform benchmarking, assessment, analysis, and evaluation of various types of course material.

2.4.1 PROGRAM MANAGEMENT; PROGRAM MANAGER

The contractor must assign a dedicated team responsible for providing oversight and management of all contract personnel employed in performance of this contract. This assignment requires a Program Manager to manage the project by providing oversight and scheduling of resources. More specifically, the contractor Program Manager must execute the FAA’s operational schedule and tasking, maintain the integrated scheduling database and manage daily operation of contract personnel to ensure the tasks assigned to contract personnel are completed IAW the terms of the contract. The contractor Program Manager must coordinate facilitator assignments with the FAA Program Manager and must ensure classroom space for all learners for all scheduled FAA courses and program seminars designated to be delivered outside FAA-leased space. The contractor’s Program Manager has the authority to represent the contractor in dealing with the FAA Program Manager or FAA COR.

The contractor’s Program Management Team must coordinate the Operational Schedule and Tasking with the FAA Program Manager (or designee); attend weekly status and scheduling meetings and teleconferences as required. The contractor’s Program Management team must provide oversight of the content and integrity of course and seminar materials and delivery methods; provide guidance to facilitators and developers and coordinate with the FAA Program Manager on development requirements and quality assurance of all design, development, and delivery and update and maintenance of course and seminar materials.

The contractor Program Manager is responsible for the management and supervision of all personnel assigned to the contracted services. The Program Manager will ensure that the data for

American Council on Education (ACE) course reviews and for accreditation agencies are provided to the FAA Program Manager, when necessary, for any accreditation reviews.

The contractor must communicate with the FAA representatives regarding the status of students during regular course offerings when requested and during emergency situations. Learner (student) accountability while attending FAA sponsored courses and programs is an inherent responsibility of the Program management team in coordination with the FAA management team.

2.4.2 REGISTRATION/STUDENT SERVICES SUPPORT

The position provides administrative support to the FLLI Learning Services Program Manager (PM) and Student Services Representative, and serves as the registrar for all FLLI offerings. The contractor will schedule and coordinate student application and enrollment activities, and track attendance and completions in support of the Fiscal Year Delivery Schedule and Tasking. The contractor will track Web-Based Training (WBT) taken as pre-course requirements to Instructor Led Training (ILT). The contractor will access the FAA human resource information management computer system, currently eLMS, to monitor class enrollments and provide updates to aid in monitoring enrollments and unenrollments and the need to add or cancel classes. Provides services for all training record computer operations, scheduling courses or cancelling them, enrolling or dis-enrolling students for all resident and field classes (as directed), and for all classes for which training credits and certification go into participants training histories.

This position will require personnel to be located at the AHD-100 FLLI location in Washington, D.C.

The registrar duties the contractor is required to perform include:

1. Serve as the FLLI Registrar for all scheduled course and program offerings

2. Work with the FLLI Student Services Representative, coordinate the following with eLMS Primary Level 1s, and training coordinators from the respective Lines of Business (LOB): course and seminar logistical adjustments, class and seminar roster changes, new classes, and canceled classes

3. Provide the FLLI Program Manager and FLLI Student Services Representative with assistance in coordination and development of communications for the Call for Training and intermittent calls for program applications

4. Plan and coordinate training slots and logistics

5. Track and compile application packages for FAA review

6. Track and report all classes for enrollment totals and unused quota, enter course and program completions and grades into student training records

7. Produce attendance and completion rosters

8. Produce and deliver graduation certificates for each class and program cohort

9. Generate data reports for students as required

10. Send out pre-course and pre-program notices (Welcome Letters) and assignments to enrollees and ensure that materials are accessible, as required

11. Upon direction from Program Manager, enroll FAA staff members into training upon request, and record completions of same

12. Maintain a waiting list and assist field training staff to do the same

13. Other administrative duties as required

2.4.3 ASSESSMENTS/EVALUATIONS REPRESENTATIVE

The contractor shall furnish personnel to distribute evaluation tools; compile and analyze evaluation data; generate reports of findings; assist AHD staff in designing, developing or modifying evaluation procedures and tools; and recommend leading edge evaluation techniques and instruments to support continuous improvement. Evaluation tools will be distributed and results compiled electronically with minimal to no manual data entry to the degree appropriate and possible. The contractor’s focus of evaluation will span: participant satisfaction, engagement, and perceived relevance of learning to the job; achievement of learning objectives to include participant acquisition of intended knowledge, skills, attitude, confidence and commitment; participant application and retention of learning on the job; and organizational impacts and return on investment from courses, programs, and the FLLI portfolio as a whole. Data collection methods could include questionnaires or surveys, interviews, direct observations, critical incident analysis, achievement tests, and records reviews. All evaluation tools and procedures must be approved by the FLLI Director or designee before implementation.

The contractor will conduct intermittent studies of comparative and leading practices to support AHD in evolving and improving its evaluation activities and processes. In addition, the contractor will support the Program Management Team in ensuring delivery of high quality instructional services through instructor evaluations using observations and student feedback.

AHD currently employs the New World Kirkpatrick Model of training evaluation, focusing on Levels 1 and 2, for all courses and programs. End-of-course questionnaires provide Level 1 evaluation data, which is used for systematic quality improvement. Pre- and post-event surveys provide Level 2 evaluation data, which is used to assess achievement of specific course, seminar or program objectives. All current evaluation instruments are under review to enhance effectiveness and alignment with the New World Kirkpatrick Model. Level 3 and Level 4 training evaluation are aspirational and targeted for development during this contract period.

Each month the contractor will provide a summary report of all evaluation activity and data.

Each quarter the contractor will provide an additional report that highlights strengths and improvement opportunities in the FLLI portfolio, instructional services, and supporting delivery operations. Strengths and opportunities will be identified at the course, program or portfolio level as appropriate, and supported by data.

Administration of individual assessments will be required in support of particular course deliveries throughout the year. This assessment data will be distributed and collected electronically and reports will be generated by the contractor for submittal to students, as well as provided to the FAA Program Office.

2.4.4 PUBLICATIONS

The contractor shall furnish personnel to edit, review and create training, program, and other documents. Personnel will provide word processing capability, graphic design and webpage design.

Publications services require writing, proofreading, and editing of material for reports, manuals, briefs, proposals, instruction books, catalogs, marketing materials and related publications in support of instructor delivery/services. The editor will coordinate assignments with the instructional designer. All course materials will be ready for FAA review as designee of the COR at least one (1) week prior to final submittal.

The editor:

1. Reviews and corrects all materials related to course and program design and development for grammar, spelling, typos, format, etc.

2. Organizes material and completes writing assignment with clarity, conciseness, style and terminology.

3. Reviews published materials and recommend revisions or changes in scope, format, content and media selection.

4. Maintain records and files of work and revisions.

5. Select photographs, drawings, sketches, diagrams and charts to illustrate material.

6. Assist in laying out material for publication. May arrange for production and distribution of material.

7. Other duties may require writing speeches, articles, and public or employee relations releases. May require edit, standardize, or make changes to material prepared by other writers. May specialize in writing material regarding work methods and procedures.

8. Review, revise, and update FLLI’s Course Catalog.

9. Suggest minor design changes in documents as needed and review them with FLLI for approval before implementing.

10. Continuously monitor course and program changes and update the FLLI Catalog, as required.

11. Purchase required software (Adobe InDesign) to access, revise and update FLLI’s

Catalog source file.

This task requires the editing, and graphic design of participant guides, instructor guides, wall charts, transparencies, posters, charts, slides, door signs, marketing materials and any documents required to support the Operational Schedule and Tasking. This task will also require miscellaneous document creation to support FAA staff in the daily operation and the creation of documents to support the AHD website. These individuals provide graphics development assistance in the preparation of instructional lessons. Duties may also include developing computer graphics designed by other specialists, conceptualizing computer graphics and creating designs with minimal instruction, incorporating graphics into training materials and other documents utilizing desktop publishing concepts and methods, and maintaining a graphics library.

2.5 CLASSROOMS AND OTHER REQUIRED TRAINING SPACE

The classrooms must be within the maximum 40 mile distance from a large sized airport. The Contractor must provide classrooms that are well maintained, climate controlled, and appropriately decorated for a professional learning environment. The Contractor must provide facilities that are suitable for supporting senior Government and industry managers for classroom facilitation and conference or seminar gatherings, and appropriate and suitable for maximizing active learning strategies for facilitating leadership development for seasoned professionals of varying degrees of leadership experience and expertise in an adult learning environment.

Classrooms must have the capability to employ commonly used technology including but not limited to: high-speed internet access for each student while seated at their respective learning area (Wi-Fi or wired), computer projector that provides clear display of content on a suitable screen that provides unobstructed views for all participants while the lights are on in the classroom, and access to teleconferencing & video conferencing (when required). Additional details for classroom requirements are found in the attachments. Individual computer workstations (computer lab) are required to be available when required by portfolio needs and for pre/posttest course evaluations. Based on historical usage rates, the contractor can expect that at periods of highest usage/occupancy rates, six classrooms must be available simultaneously.

Classrooms must be large enough to accommodate all participants without violating life safety egress requirements.

Many of the courses and program seminars require breakout rooms. The Contractor must provide three to six (3-6) breakout rooms for use while classes or seminars are in session at a given location. These rooms must be suitable for comfortably seating and supporting learning activities of small groups consisting of six to eight (6-8) adult learners and one facilitator.

Contractor must plan to have these rooms available for each scheduled offering that is conducted. For general planning purposes, each course normally consists of 24-30 learners.

Program seminars, which are much less frequent than scheduled courses, may be larger.

The vendor must provide storage space in each of the breakout rooms or in a central location in close proximity and centrally located to the breakout rooms. This space is intended to be used as a storage area that is able to hold common classroom items for use by participants. Space must be sufficient to accommodate easels, butcher block paper, markers, and other commonly used items when conducting team strategic planning and group presentations. The contractor must provide all furniture, equipment, and materials to deliver the training. Storage rooms must be easily accessible by all participants.

In addition to the classrooms and access to breakout rooms, the vendor must be able to provide access to seminar rooms and a venue to support experiential learning and structured outdoor leadership and group activities.

All furnishings for classrooms, breakout rooms and office space must conform to the quality, condition and functionality conducive for a professional learning environment.

Additional classroom requirements are found in the attachments.

2.6 LODGING

Contractor must ensure suitable single occupancy rooms, either at the site of the classrooms or in close proximity to the classrooms. The contractor must provide suitable transportation to and from the classroom if the distance is 1/4 mile or greater from the lodging area (“Classroom Shuttle Service”). If the prime contractor is not the lodging provider, it must obtain a Memorandum of Agreement (MOA) with a third party that ensures lodging and transportation availability for all students for all developmental activities. The Contractor must provide a copy of the signed and executed MOA to the FAA—to the COR—as verification of lodging and transportation coordination. The lodging provider must have a Three Diamond rating or higher as defined in the attached AAA Diamond Rating Guidelines for Lodging.

The daily lodging rate must be IAW with Federal Travel Regulations. Daily rates must not exceed the government per diem amount.

2.6.1 AIRPORT SHUTTLE AND LODGING CAPACITY

Contractor must arrange for, and have in place a memorandum of agreement, with a shuttle service to and from the airport for all learners attending developmental training (the “Airport Shuttle Service”). The cost for the Airport Shuttle Service will be paid directly by the learner.

The contractor should plan for a minimum demand of three courses with a maximum of six courses being offered at the same time, with a maximum enrollment of 30 adult learners in each, for a total maximum projected need for lodging of 180 single rooms at any given time.

Additional lodging requirements are specified in the attachments.

2.7 OTHER DIRECT COSTS (ODC); TRAVEL AND MATERIALS

Support under this contract may require contract personnel to travel as part of their normal assigned duties. Such travel, when required, will almost exclusively be restricted to, but need not be limited to, the territories and possessions of the United States. Any such travel, in connection with performance of tasked activities, requires pre-trip travel approval by the COR, if not specifically directed by a task order or project work order. Incidental material purchases may be acquired through the performance of this contract. Any such material purchases, will require pre-approval by the COR, if not specifically directed by a task order. Course materials are not considered incidental material purchases. The contractor must obtain FAA COR approval before incurring any other direct costs (ODC).

2.8 TASKED SERVICES: PROCESS FOR ISSUANCE OF PROJECT WORK ORDERS

During the period of performance, the FAA Office of Career and Leadership Development (AHD) will define specific requirements through Project Work Orders issued under the general provisions and pricing arrangements of the Contract. Project Work Orders shall be established in writing identifying the services to be performed and payment arrangements. All tasks to be completed will be coordinated between the FAA COR and the Contractor.

Within seven calendar days after issuance of each Project Work Order, the contractor must respond to the tasking with the approach to satisfactorily perform the requirement and establish the Not-to-Exceed (NTE) price (and when applicable IAW the pricing arrangement or schedule attached to the contract). However, as workload elements are subject to change, the COR may require new tasks, subtasks, or modifications to existing requirements.

2.9 TRANSITION REQUIREMENTS

It is critical that the period of transition be accomplished in a well-planned, orderly, and efficient manner. Accordingly, the Contractor must plan for and implement a 30-day phase-in performance period prior to the annual performance period. The Contractor must develop and maintain working relationships with other vendors currently performing learning and development services on behalf of the FAA when requested by the Office of Career Leadership Development.

At the conclusion of any performance period, including option periods or contract extensions, the services provided under this contract may revert to an in-house Government operation or may be awarded to another Contractor. The Contractor must, as an integral element of the tasking under this contract, assist in whatever transition activities the FAA deems necessary. The services during the last 30 days of the performance period may be conducted as a phase-out operation.

The FAA Program Manager or COR will notify the Contractor Program Manager in writing when phase-out performance is requested.

2.10 REPORTS

The contractor must coordinate with the AHD Program Manager or the AHD COR in writing as part of normal administrative activities required supporting this contract. The contractor must provide monthly, quarterly, semiannual and annual reports. A list of reports are identified in section 2.14. Contractor format is acceptable. Other contractual deliverable items may be included with each project work order. Other contractual deliverables and Ad Hoc reports may be required to answer Congressional and Program Office inquiries.

2.11 PROVISIONS FOR FAA TRAINING OF CONTRACTOR PERSONNEL

The FAA may provide training to contractor personnel if the coursework is determined to be FAA unique, complex and unavailable from commercial sources. This exception covers all FAA-specific courses employing the development of instructional materials IAW FAA standards and practices, which have been determined to be unique training offered only by the FAA. However, while the FAA is not obligated to provide training, the FAA may do so, at its sole discretion, if in the best interest of the Government.

2.12 QUALITY APPROACH

2.12.1 QUALITY CONTROL

The Contractor must ensure quality by systematically monitoring and evaluating products and services provided under this contract and correcting deficiencies when discovered. The Contractor must implement, maintain, and update annually a Quality Control Plan to ensure compliance with all requirements of this statement of work, as well as applicable provisions of the contract. The Contractor must implement the Quality Control Plan to ensure the highest quality of management and leadership development training. This does not establish, nor should the Contractor assume, any responsibilities other than those specified in the contract, for monitoring the quality of FAA programs, or FAA products. The Quality Control Plan must include instructor certification criteria for developmental instructors and continued professional development plans for Facilitators/Designers to ensure:

a. A high level of instructional competency;

b. The degree of standardization and consistency required at FAA; and

c. Specific expertise in subject matter areas, including credentials, if appropriate.

2.12.2 QUALITY ASSURANCE

The FAA Leadership and Learning Institute (FLLI) strives to be the provider of choice for leadership and management development within the FAA and also a cost-effective resource to other Government and non-governmental clients. The FAA will coordinate any quality concerns (if identified) to the Contractor Program Manager via a Quality Deficiency Report (QDR).

2.12.3 QUALITY CONTROL PLAN

The FLLI team will review Contractor performance IAW the FAA approved Quality Control Plan.

The Contractor must submit the final Quality Control Plan for COR approval within 60 calendar days after award. The Quality Control Plan must address topics including, but not limited to the following:

a. Quality Philosophy

b. Coordination with the FAA, subcontractors or consultants

c. Staff Development

d. Facilitator Development

e. Facilitator Certification and Evaluation

f. Performance/Product Evaluation

g. Classroom, breakout, storage, office accommodations and space allocation

h. Lodging accommodations

2.13 FOOD SERVICE

The contractor must ensure that commercial food options are available within 1/4 mile walking distance from both the classrooms and the lodging location. A variety of food services options must be available to the learners to include dine-in, carry-out, and fast food. The additional availability of healthy options and coffee shops is a strong preference.

2.14 DELIVERABLES

Product Complete Date

1. Milestone Chart Bi-weekly

2. Activity Report Monthly

3. Monthly Student Completions Report Monthly

4. Contract Funds Status Report Monthly

5. Major Design/Development Monthly

6. Travel and Materials Monthly

7. Subject Matter Expert Monthly

8. Instructor Developer Hours Monthly

9. ISD Tracking Report Monthly

10. PMO Status Report Monthly

11. Evaluation Activity and Data Summary Report Monthly

12. Instructor Observation/Evaluation Schedule and Report of Findings Quarterly

13. Evaluation Strengths and Improvement Opportunity Report Quarterly

14. Student Completions Report Annually

Specific deliverables, listed above and potential new ones, will be identified at the order level.

2.15 PERIOD OF PERFORMANCE

The base period of performance will be 12 months from date of award, and the option Years 1 through 4 may be exercised as follows:

Base Year (AWARD DATE - 12 MONTHS) Option Year 1 (12 MONTHS) Option Year 2 (12 MONTHS) Option Year 3 (12 MONTHS) Option Year 4 (12 MONTHS)

3.17 PLACE OF PEFORMANCE

The place of performance will be spread out and will be based on how the vendor decides—in consultation with the FAA—to fulfil the requirements of this SOW. For instance, a presence will be necessary in D.C. Some classes and some support work may be held or done virtually.

And many classes will be held at a location close to a large- or medium-sized airport.