SOW_LEADER_SKILL_TRAINING.doc

UNCLASSIFIED

11 DEC 2012

STATEMENT OF WORK

FOR

NAVAL SPECIAL WARFARE SUPPORT ACTIVITY TWO

LEADERSHIP SKILLS COURSES OF INSTRUCTION

25 FEB - 01 MAR 2013

22-26 JUL 2013

1,0 Background Naval Special Warfare Support Activity Two (NSWSA2) is a flexible, multi-faceted command capable of executing special operations in direct support of Naval Special Warfare Squadrons or other discrete requirements. NSWSA2 is structured and tasked differently than the Naval Special Warfare Squadrons, which presents a unique set of challenges. NSWSA2 personnel must navigate complex cross cultural and interagency environments. They must be flexible and prepared to build, contribute to, and lead multidisciplinary teams of different size, composition, and mission. NSWSA2 is a large multidisciplinary organization comprising personnel from across many technical Navy ratings. NSWSA2 leaders must understand and effectively fuse the different skill sets and organizational cultures of the command. Every NSWSA2 member must be capable of effectively building collaborative relationships and leveraging the capabilities of the Department of Defense (DoD), the Intelligence Community, other government agencies, and our partner nations to accomplish mission objectives. Frequently, junior personnel are placed in positions of great responsibility far above their rank with minimal oversight. Working in this complex operational environment requires NSWSA2 command members to rely heavily on their leadership and interpersonal skills to build effective teams and relationships. Key skills NSWSA2 command members must be proficient at are: conducting effective multiparty negotiations in sensitive political and cultural environments, communicating effectively and influentially up and down the chain of command, utilizing rational and ethical decision-making processes, and building and leading small diverse teams. This is a recurring training requirement vital to NSWSA2's role in support of Overseas Contingency Operations (OCO).

2,0 Objective The intent of this program would be to deliver a concentrated leadership curriculum to enhance the student's managerial, rational thinking, communication, collaboration, and decision-making

UNCLASSIFIED

UNCLASSIFIED

skills to drive a more engaged organization focused on mission efficiency and effectiveness. The course must provide delivery of succinct and timely organizational effectiveness and leadership issues in a comprehensive format similar to current executive-level business training found in the commercial sector.

3,0 Scope The Offeror will provide NSWSA2 with a Course of Instruction (COI) in "Leadership Skills," as defined herein. The course design will provide students with education and training in current and cutting-edge leadership skills and organizational effectiveness practices sufficient to allow them to recognize risks and opportunities and to anticipate potential changes in their organization and ultimately coordinate and implement anticipatory responses to improve mission effectiveness.

Given a 4.5-day time constraint for this program, the curriculum will be rigorous and provide students a comprehensive education, which encapsulates core competencies of an executive-level business curriculum. To maximize the academic gain, it is NSWSA2's intent that a dedicated learning environment, which pre-empts outside influences and serves to focus the student on learning, similar to Executive Programs offered in the commercial sector, be provided.

This Statement of Work (SOW) addresses the requirements of instruction, as well as the organizational requirements and administrative tasks essential to delivering this COI. The Offeror shall be required to work closely with the designated NSWSA2 Point of Contact upon award of contract to ensure all aspects of the COI, logistical and instructional, meetNSWSA2's requirements.

4,0 Requirement: The Offeror shall provide the following:

4,1 Period of Instruction The course of instruction will occur over 4.5 days comprising a minimum of eight hours of instruction per day to be held from 25 February to 01 March 2013 and again from 22 to 26 July 2013. These are the only dates available in the NSWSA2 Leaders Orientation Course of Instruction, a three week block of training held twice a year just prior to the start of Unit Level Training. The rest of the time in the Leaders Orientation COI has been scheduled for Capabilities Briefs and interagency meetings in Washington, DC.

UNCLASSIFIED 2

UNCLASSIFIED

Offeror will be prepared to provide at least eight hours of instruction per day, which represents a full NSWSA2 standard work day. The second half of the last day (Friday) will consist of NSWSA2 provided guest speakers. The Offeror will be prepared to host the course beginning the evening prior to the first class to allow for NS WS A2 travel time. After contract agreement, course dates or times may be adjusted upon agreement between the Government and Offeror.

4.2 Location of Instruction The location of the Offeror's facility shall be within the continental United States (CONUS) within 250 miles of Virginia Beach, VA to reduce travel costs for the US government, 4.3 Number of Attendees The Offeror will be prepared to accommodate and instruct 25 military personnel or employees during each iteration of the course.

4.4 Curriculum

4.4.1 The Offeror shall provide a residential executive-level business education program geared to junior naval personnel so as to allow them to understand the skills required to maintain and improve organizational effectiveness. The Offeror shall use in-person assessments of the command and interviews of command members to tailor the course curriculum to NSWSA2.

4.4.2 The curriculum should encapsulate core competencies similar to a full MBA curriculum as recognized by the Association to Advance Collegiate Schools of Business (AACSB) and possess adequate depth and breadth to equip the student with broad assessment and evaluation and decision-making skills required in today*s business environment. The course design shall provide students with training in current and cutting-edge organizational effectiveness practices sufficient to allow them to respond to risks and to anticipate potential organizational changes, and ultimately, coordinate and implement anticipatory responses. The curriculum must convey current and innovative theories, practices, and ideals relevant to business. A dedicated learning environment, which pre-empts distractions, is required. The course infrastructure should be such that the participant is fully immersed in the program and is able to focus completely on learning objectives of the course.

UNCLASSIFIED 3

UNCLASSIFIED

4.4.3 The course should encompass relevant awareness and understanding of those major areas of knowledge which underpin general organizational effectiveness found in section

7.5 of the Association of Masters in Business Administration's "Criteria of the Accreditation of MBA Programmes", http:/7-vsavw.mbawQrld.com/administrator/file sys/uploaded files/1299681060-MB A%2Qcritieria web.pdf, with emphasis on Business Decision-Making, Negotiation and Collaboration, Organizational Management, and Industry Change and Transformation as applicable to military and interagency environments. The Offeror should provide a draft course schedule, detailed curriculum outline, and biographies of intended faculty/lecturers. The curriculum should consist of hands-on learning - cases, exercises and videos - emphasizing learning that can be immediately applied. In addition to the above, the curriculum should emphasize executive communications (oral and written), decision making, ethics, collaboration/negotiation, leadership/management skills,

4.4.4 The Offeror shall provide all instructional materials, manuals, and outlines needed to accomplish the education program for 25 students per convening session. The Government will provide to the Offeror the exact number of students, names and their contact information at least 30 days prior to the inception of the class. Advance materials including read-ahead material, syllabus and welcome packages shall be delivered to the students at least 14 days before the start of each session.

4.4.5 The complete curriculum for the first offering is required to be submitted to NSWSA2 for review and approval within 90 days after the date of contract award. Final approval is at the sole discretion of the Government.

4.4.6 The Offeror shall be a school or university with a graduate business program accredited by the AACSB. Instructors, with the exception of guest speakers, either shall be members of the faculty of the school or have taught in previous executive-education programs sponsored by the school. At least 3 Past Performances within the past 3 years should document the Offeror's qualifications.

4.4.7 In keeping with accepted business-school practice, emphasis shall be placed by the Offeror on the use of techniques that facilitate a team or team-building approach to problem solving. In addition, the curriculum should emphasize the importance of interpersonal communications skills, and seek to develop those skills within the students.

4.4.8 Upon completion of the course, each student will receive the appropriate Continuing Professional Education credits or Continuing Education units.

UNCLASSIFIED 4

UNCLASSIFIED

4.4.9 Guest speakers shall be incorporated into the curriculum. The Offeror is encouraged to use a network of contacts to provide stimulating and informative guest speakers to enhance the course material and provide additional insights into organizational effectiveness.

4.4.10 Students shall be provided preparation time, adequate facilities for classroom sessions and space to conduct group projects or break-outs. Class time is not limited to Monday through Friday daytime. Evenings are available to maximize the quantity and quality of the material, and use of such time is encouraged in order to enhance academic value. Weekend classes are not desired.

4.4.11 The Offeror shall provide a Report of Activities 45 days after the conclusion of each session of the course, to include a summary of feedback collected via surveys from the students. Any shortcomings in the course shall be addressed within the Report of Activities. In order to allow for changes in the organizational environment, the Offeror shall make recommendations for course changes as part of this report if, in its professional judgment, changes would enhance the achievement of learning objectives. Any changes to the curriculum must be made with Government approval, at least 90 days before the next session.

4,5 Teaching Environment

4.5.1 The Offeror shall maintain an orderly and professional atmosphere in all settings and shall have authority commensurate with this responsibility.

4.5.2 The Offeror shall ensure that all Offeror instructors and teaching assistants that come in contact with NSWSA2 students maintain a professional standard of grooming, personal appearance, and attire. Minimum dress code is business casual.

4.5.3 All Offeror personnel shall conform to and comply with the rules, regulations, and other requirements of the Department of Defense and Department of the Navy for contract personnel integrity, grooming, conduct, speech, student fraternization, safety, and security. In addition, Offeror personnel shall maintain high personal standards of relevant technical knowledge and demonstrate professional competence in delivering training material.

4.5.4 NSWSA2 members whose conduct is not professional shall be cautioned and counseled in the presence of the COR. If the inappropriate behavior continues, the NSWSA2 person shall be referred by the Offeror to the NSWSA2 Point of Contact for

UNCLASSIFIED

UNCLASSIFIED

further disciplinary action. In the event of formal military action against students under their tutelage, Offeror personnel may be requested to provide written statements to or appear in person as a witness in a student's non-judicial punishment or court martial proceedings. Such statements or appearances may be directly related to charges or may provide information for use in determining appropriate punishment.

4.5.5 The Offeror shall report any disciplinary problem (e.g. fraternization, sexual harassment, discrimination, etc) between Offeror employees and NSWSA2 or other military staff to the COR. The Government shall investigate the validity of the complaint and provide a recommendation to the appropriate military department for action. Offeror personnel shall cooperate with all investigations and assist Government personnel until the investigation is complete.

4.6 Amenities/Facilities

4.6.1 The program offered shall be a residential program, with individual lodging provided for each student, consisting of a private room and private bath. Access to WIFI or other hi-speed internet connection in the private rooms is required at no additional cost to the Government. On-site parking (no charge to the Government) and access to laundry service shall also be provided. Access to the Offeror's fitness facility is required, at no charge to the Government. All lodging costs shall be within the allowable per diem rates for the geographical location of the course. Students will be expected to use up to but no more than the full amount of their per diem rates to cover lodging costs. The Offeror will be prepared to provide lodging starting the evening prior to the first class through the morning of the last day of classes.

4.6.2 Classrooms, to the maximum extent practicable, should be on the school campus, and not remote from the housing facility(ies). Access to computers, printers, copiers, and/or computer labs is required at no additional cost to the Government.

4.6.3 Commute from lodging to classrooms and the dining facility should not involve driving by the student, although a range of 5 miles or less from lodging to classroom /dining facility would be acceptable if bus service is provided.

4.6.4 All meals shall be provided by the Offeror for the duration of the course. Students will be expected to arrive for the Sunday evening meal and welcome session the day before classes commence. All meal costs shall be within the allowable per diem rates for the geographical location of the course. Students will be expected to use up to but no more than the full amount of their per diem rates to cover meal costs, which will be

UNCLASSIFIED 6

UNCLASSIFIED

charged to students' government travel cards and reimbursed through a government travel claim.

4.6.5 A collegiate campus atmosphere is desired as it is beneficial that students of the course are exposed to a graduate business school type environment.

5.0 Stipulator^ Conditions:

5.1 Offeror Incurred Expenses All expenses incurred by Offeror and employees while executing the COI, to include, but not limited to: travel expenses (taxi, plane, rental vehicle, fuel, and public transportation), lodging, and dining will be the sole responsibility of the Offeror to procure. Any and all compensation for these expenses will be the responsibility of the Offeror, and thus considered as included in provided pricing quote.

5.2 Non-Personal Service Statement Offeror employees performing services under this contract will be controlled, directed, and supervised at all times by management personnel of the Offeror. Offeror shall not employ any person who is an employee of the U.S. Government if the employment of that person would create a conflict of interest. Offeror management will ensure that employees properly comply with the performance work standards outlined in the SOW. Offeror employees will perform many of their duties, independent of, and without the supervision of any Government official. However, due to the high risk nature of the training, the CM and/or other Government representative may provide direction and/or guidance within the execution of the training. The tasks, duties, and responsibilities set forth in this contract may not be interpreted or implemented in any manner that results in any Offeror employee creating or modifying Federal policy, obligating the appropriated funds of the United States Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee, or otherwise violating the prohibitions set forth in Parts 7.5 and 37.1 of the Federal Acquisition Regulation (FAR).

5.3 Access to Military Installations Offeror will likely require access to JEB Little Creek in Virginia Beach, VA (JEB) while preparing for the COI by interviewing NS WS A2 command members. Vehicle passes for

UNCLASSIFIED 7

UNCLASSIFIED

Offeror vehicles must be obtained through appropriate local Military Pass and Decal office. NSWSA2 will assist in obtaining vehicle passes. Offeror must abide by applicable rules and regulations while accessing and working on JEB Little Creek.

5.4 Offeror Responsibilities Offeror shall abide by all NSWSA2 requirements for indoctrinating visitors, controlling access to restricted areas, protecting government property, and protecting the security of automated and non-automated management information systems.

5.5 Privacy Act Compliances The Offeror may be in contact with data and information subject to the Privacy Act of 1974 (Title 5 of the U.S. Code Section 552a). The Offeror shall ensure that its employees assigned to this effort understand and adhere to the requirements of the Privacy Act and to DoD and DoN regulations that implement the Privacy Act. Department of Navy policy and procedures implementing the Privacy Act are detailed in SECNAV1NST 5211.5E, which is available on-line at http://privacv.navv.mil The Offeror shall identify and safeguard data, information and reports accordingly. In addition, the Offeror shall ensure that Offeror employees assigned to the contract are trained on properly identifying and handling data and information subject to the Privacy Act prior to commencing work. The Offeror will safeguard any NSWSA2 student names, personally identifiable information, or personal contact information obtained during the COI and not divulge them without NSWSA2 or student permission.

5.6 Confidentiality Agreement The Offeror and Offeror personnel shall be prepared and willing to enter a confidentiality agreement regarding material, operational or sensitive information discussed during the COI. The Offeror will not publicize testimonials using NSWSA2's name or members of its command.

5.7 Classification The course will be conducted at the Unclassified level

6.0 Contact Information

UNCLASSIFIED

UNCLASSIFIED

The COR will be assigned to the Offeror and will be the principle point of contact for COI coordination, including student management, schedule, and curriculum. Additional points of contact will be promulgated following contract award.

NSWSA2 Primary POC: LT William Cocos, (757) 763-2504, willi.am.cocos@navsoc.socom.mil

UNCLASSIFIED 9