Effct_Present_Findings_-_SOW2.docx

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On-Site Workshop for Effective Presentation of Audit Findings
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HSIGAQ-15-Q-00006
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Statement of Work

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Statement of Work Office of Audits Training Conference

Effective Presentation of Audit Findings Multiple locations and dates

OFFICE OF INSPECTOR GENERAL

Department of Homeland Security

OFFICE OF INSPECTOR GENERAL

Department of Homeland Security

Instructions on completing this form appear in bold throughout the document. These comments will not print when you print the document. Hide paragraphs marks to hide instructions and see true pagination.

STATEMENT OF WORK - PART I

A. DESCRIPTION OF SERVICES:

B.

C.

D.

E.

F.

G.

Conduct a 3-hour Effective Presentation of Audit Findings seminar for the Office of Audits. The contractor shall provide an instructor/facilitator and all course materials and shall conduct the training, in accordance with the technical proposal accepted. Training sessions shall be performed on-site at field offices and headquarters for the dates identified below:

· Miramar, FL – Tuesday, August 18, 2015

· Washington, DC – Monday, August 24, 2015

· Marlton, NJ – Wednesday, September 2, 2015

· Denver, CO – Thursday, September 17th

This course will provide Audit staff with knowledge and principles in communicating to different types and sizes of audiences to elicit buy-in on audit recommendations. Upon completion, the participants will have the training necessary to communicate effectively the findings of an audit to any type of audience.The requestor is to provide a description of the course objectives and expected competencies below. There is no pre-determined length or format for the description. The objectives/competencies may consist of a bulleted list. For example:Upon completion of this course, participants shall be able to:

Special Regulatory Requirements if applicable are: None

B. COURSE STRUCTURE:The requestor must provide the number and types of employees participating and what their skill or experience levels are. For example: The types of trainees attending may vary from administrative/clerical to program/technical personnel. The skill levels of the trainees may vary from beginning to advanced, with little to several years of experience.

The number of participants in each session could range between 20-60 individuals for each of the 3-hour seminars depending on the office. The types of trainees attending will be executives, directors, managers, auditors, analysts, operational and administrative staff that can benefit from understanding how to conduct presentations to effectively communicate audit findings. The instructor shall gear the presentation to all competency levels within the Office of Audits. The skill level of the trainees will vary and requires an experienced instructor/facilitator that can manage and engage the entire class.

C. DATES OF TRAINING SESSIONS:List the course title(s) and preferred and alternate dates. More than one preferred date may be listed for each course. If there are no alternate dates, do not include that line.

Below, the Government has identified dates for the training course(s).

TITLE: Effective Presentation of Audit Findings NUMBER OF SESSIONS: minimum of 4 up to a maximum of 8

DATES:

· Miramar, FL – Tuesday, August 18, 2015

· Washington, DC – Monday, August 24, 2015

· Marlton, NJ – Wednesday, September 2, 2015

· Denver, CO – Thursday, September 17th

TIMES OF SESSION: TBD (class times may be adjusted to accommodate schedule)

D. COST PROPOSALS:

All proposals should be a comprehensive package that includes the cost of the course (printing, materials, miscellaneous) and all estimated travel to each of the locations identified.

E. TRAVEL:

Travel costs will not be reimbursed separately by the Government and should be included in the package’s final cost.

F. LOCATION OF TRAINING SITE:Indicate whether the training is to take place in Parkersburg, WV, Washington, DC, or off-site at the contractor's facility.

The training facility location will be provided after award.

G. CLASS TIMES:Indicate what the class times are to be and include the name, address, and phone number of the point of contact. Edit the paragraph below appropriately if the class will be only half a day or less.

The contractor shall conduct the seminar during the morning/afternoon. Estimated start in the morning would be no earlier than 8:30 a.m. and afternoon sessions would begin no later than 1:00 p.m. A break of 15 minutes maybe required.

H. CONTRACTOR FURNISHED ITEMS:

1. A fully qualified instructor/facilitator shall provide this training with extensive knowledge and experience in the specific course content. The instructor/facilitator must be skilled in techniques of classroom presentations or have certifications indicating mastery of such for the adult learner. The instructor/facilitator shall have a minimum of two years experience in classroom training in the desired topic.

2. The following items shall be provided and included as part of the offered price:

a. All software, and additional hardware requirements necessary to meet the course requirements.

b. All handouts, packages, print-outs etc., for each attendee as required by the instructor and participants to meet the objective stated herein.

c. Resume of selected instructor.

d. All audiovisuals, other than items listed in Part II E, required for the class.

3. Two weeks prior to the start of the class the instructor shall provide the COTR with a list of support equipment and other supplies that the Government is expected to provide.

I. COURSE WORKBOOKS

Indicate the mailing location for the instructional materials.

Course materials for the seminar shall be submitted with the quotation and proposal for evaluation.

Shipping, printing, or delivery of instructional material for the seminar shall be coordinated between the COTR and contractor five working days prior to the starting date of the presentation.

STATEMENT OF WORK - PART II

A.CONTRACT TYPE: This is a firm-fixed-price order.
B.COURSE SIGN-IN SHEETS

Office of Audits will require staff to sign-in prior to the session is completed.

C. COURSE CERTIFICATION

No Certificate of completion necessary.

D.CLASSES/INSTRUCTORS
1.During contract performance, the Government may evaluate the skills of any/all instructors in the following manner:

a. Monitor the seminar to review and confirm the skills of any/all instructor(s) and to assess overall performance and effectiveness. The instructor's effectiveness will be evaluated using the following criteria:

· Knowledge of subject objectives and content

· Ability to convey subject matter to trainees logically

· Ability to meet the objectives of the course

· Management of time to cover materials effectively

· Communication skills

· Ability to actively involve trainees in learning experiences to reinforce lecture and course material

b. The Office of Audits will conduct evaluations of the training for the entire day.

2. If the Government's evaluation identifies quality or qualification problems, the contractor will be immediately notified and will be expected to provide again, at no additional cost to the Government, the seminar.

E. GOVERNMENT FURNISHED ITEMS

The Government will coordinate with the contracted facility site to provide the following items (but not limited to):

1. Auditorium in a banquet/classroom style format

2. In coordination with the contractor and facility, the Government shall provide the following support equipment and classroom supplies:

a.Audiovisual:
(1)Screen (if required)

(2) LCD projector (if required)

(3) Laptop (if required)

b.Other:
(1)Flipchart and Easel
(2)Paper/Notepad
(3)Pens/Pencils
(4)Markers
(5)Name placards (if required)

NOTE: Not all equipment listed may be available.

3. Any other equipment and supplies must be requested by the contractor and agreed upon by the Government prior to the course start date.

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