SOW.pdf

STATEMENT OF WORK

CONSULTING AND FACILITATION SERVICES

1 General Information

1.1 Scope of Work. The contractor shall provide all personnel, equipment, tools, materials, supervision and other items and services necessary to perform group facilitation and a wide variety of quality management consulting/process improvement services as defined in this Performance Work Statement, except as specified herein as government-furnished property and services. The estimated quantities of work are listed in Technical Exhibit 1, Workload Estimates. Deliverable reports are described in Technical Exhibit 2, Required Reports.

1.1.1 Background and Objectives. The organization requesting this work is the, Department of Defense (DoD) Washington Headquarters Services (WHS) Planning and Evaluation Directorate (P&ED). The primary objective of these services is to assist the DoD clients in the use of Quality Management methods as they apply to the theory of knowledge and continual improvement efforts. A second objective is to instill a long term adoption of quality practices learned from these services. The services shall be performed at a level that would produce a high degree of client satisfaction with the services provided. This level is evidenced through measured satisfaction data that P&ED will collect from clients; by P&ED monitoring of contractor services to determine that Quality Management principles and concepts are being deployed; and by P&ED determination that contractors execute services in accordance with P&ED approved plans.

1.1.2 Contract Structure. This contract will consist of a base year period (twelve (12) months from the Date of Award) and four (4) option periods.

1.2 Contractor Personnel. All contractor personnel must be able to read, write, speak, and understand English. The contractor shall not employ any person who is an employee of the U.S. Government if employing that person would create a conflict of interest.

Additionally, the contractor shall not employ any person who is an employee if the Department of Defense, unless such person seeks and receives approval according to DoD regulations. The contractor shall not employ persons for work on this contract if such employee is considered by the contracting officer to be a potential threat to the health, safety, security, general well being or operational mission of the installation and its population. Contractor personnel shall present a neat appearance and identify themselves as contractor employees to avoid the impression that they are Government officials.

1.2.1 Project Manager. The contractor shall provide a Project Manager who shall be responsible for the performance of work. The name of this person, and an alternate or alternates who shall act for the contractor when the Project Manager is absent, shall be designated in writing to the contracting officer. The Project Manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract.

1.2.2 Security Requirements. While limited exposure to classified information is expected, access to DoD facilities is greatly facilitated if contractor personnel are cleared at the Secret level. Therefore, all contractor personnel assigned to this task shall either possess a Secret security clearance or shall be able to receive one.

1.3 Hours of Operation. Contractor personnel are expected to conform to normal operating hours. The contractor shall provide the required services at times determined by the P&ED or P&ED clients serviced by the contractor, with the exception of Federal Government holidays, with an allowance for a 30 minute lunch period each day.

1.4 Travel. All travel plans and arrangements shall be authorized and approved by P&ED prior to the commencement of travel. The government will reimburse the contractor for actual and reasonable travel expenses associated with providing services outside the Washington, D.C. Metropolitan Area. Travel will be conducted and paid in accordance with the Federal Acquisition Regulations (FAR) Part 31.205-46. The contractor will include itemized travel costs in the invoice.

1.5 Contracting Officer’s Representative. The COR for this order is Ed Loy, Room 14038, 1777 N. Kent St., Rosslyn, VA, 22209 - (703) 588-8151, fax 588-0177. The COR is responsible for monitoring contractor work effort in terms of cost, schedule, and quality. The COR shall assist the contracting officer in identifying and resolving deficiencies in work performance and deliverables. The COR shall review and certify all contractor invoices for payment.

2 Government-Furnished Property and Services

The P&ED shall arrange for work assignments with DoD clients and provide all necessary background information and documents needed by the contractor to begin planning for service delivery. All work will be performed in government owned, leased or controlled space. For any work performed in the P&ED office space, the contractor will be provided the required office workspace and standard equipment such as computer, printer, facsimile, and computer projector as determined necessary by P&ED. All work requiring the use of electronic or automated equipment will be preformed on government owned/leased equipment in government owned/leased space. All electronic data used in fulfillment of this contract will be stored and/or processed solely on government owned equipment, persona or company owned removable/portable media devices will not be permitted.

3 Contractor-Furnished Items and Services

The contractor shall provide all other items and services not identified in section 2 of this work statement.

4 Specific Tasks

4.1 General Information. All work assignments shall be arranged by and through the P&ED. Contractor plans and methodology shall be presented to P&ED for approval prior to commencement with clients.

4.2 Tasks. The contractor shall tailor services to meet the needs of each client assigned by the P&ED. Tasks are grouped into three broad categories: Quality Management/Process Improvement Consulting, Group Facilitation, and Performance Improvement Using the Baldrige Criteria. Examples of areas that the contractor must be able to cover include the following:

4.2.1 Quality Management/Process Improvement Consulting

Understanding the organization as a system Optimizing the system as a whole.

Pursuing organizational alignment Effective strategic planning Creating a framework for improvement by using a standard improvement model Building a customer focus and using customer-focused strategies Teaching principles of variation and strategies to reduce variation Common cause and special cause variation Improving stable and unstable processes Building an organizational measurement system Managing by fact

4.2.2 Group Facilitation

Assessing and building leadership competencies Selecting and employing team building activities Dealing with the undercurrents of team dynamics Leading teams through the stages of team growth Dealing with conflict and creating order from chaos Using teams and group techniques to identify problems and solutions Team techniques for good meetings, discussions, and decisions Reaching consensus Win-win strategies Tools for collecting data Tools for process mapping

4.2.3 Performance Improvement Using the Baldrige Criteria

Expert knowledge and skills in understanding, applying, and teaching the criteria.

Influencing leadership to embrace the Baldrige Criteria Teaching and leading teams in conducting an organizational self-assessment Examining and scoring applications Evaluating organizations without an application Leading site visits Producing feedback reports

Briefing senior leaders on results of examinations Turning opportunities for improvement into action

Technical Exhibit 1. Workload Estimates

Assignments materialize periodically based on emerging requirements from P&ED and DoD clients. Contractor services may be staggered throughout the year with some services running a parallel course.

Projected workload estimates are approximately 3600 hours of an on-site senior consultant.

Technical Exhibit 2. Required Reports

2.1 Monthly Report. The contractor will report on a monthly basis, identifying the dates on which services were performed and the type of service provided, including a client-by-client report relating services provided, issues, plans, and detailed results.

2.2 Individual client reports. Any feedback or analysis reports that P&ED, the contractor, and client agree to be necessary for a given assignment shall be delivered directly to P&ED in both paper copy and electronic file formats for appropriate dissemination within DoD.

Section G – Period of Performance

The period of performance will be a base period of twelve (12) months after date of award with four (4) twelve (12) month option periods.