J.1_OCFO FSC Team Building SOW.pdf

US Department of Agriculture (USDA)

Statement of Work

Contents Project General Information

1.0 Scope of Work

2.0 Background

Contractor Requirements

3.0 Technical Requirements / Tasks

4.0 Government Furnished

5.0 Deliverables / Schedule

6.0 Travel

7.0 Contractor’s Key Personnel

8.0 Security Requirements

9.0 Data Rights

10.0 Section 508 – Electronic and Information Technology Standards Attachment

Project Team Building for FSC and APMB Leadership

General Information

1.0 Scope of Work

Food Safety and Inspection Services, Office of the Chief Financial Officer (FSIS, OCFO) seeks a contractor for Team Building which directly supports OCFO’s strategic goals to Optimize the Workforce and Build a Culture of Collaboration.

Specifically, OCFO seeks team building for the organizations leadership team at the Financial Services Center (FSC) Located in Urbandale, IA.

OCFO is seeking two team building sessions for FSC Leadership. One session for the Accounts Payable Management Branch (APMB) up to 4 employees and one session for the FSC Leadership Team, up to 10 employees. Totaling up to 14 employees in need of team building.

2.0 Background

OCFO assembles, justifies, manages, and accounts for the Agency’s financial resources to ensure the nation’s commercial supply of meat, poultry, and egg products is safe, wholesome, and correctly labeled and packaged. OCFO has three divisions. The Budget Division (BD) formulates and presents fund activity to external entities, distributes and controls funds, provides status of funds reports, and ensures effective capital planning and cost analysis. The Financial Management Division (FMD) produces financial statements and accounting policy, ensures data integrity, timely and accurate financial reporting, systems integration, and provides travel policy, relocation, and other fiscal services. The Audit Liaison and Financial Analysis Division (ALFAD) is responsible for overseeing and conducting internal control functions and activities, fulfilling audit liaison activities with Government Accountability Office (GAO) and Office of Inspector General (OIG), conducting cost analysis and estimation activities, and managing the development of investment strategies in support of investment program initiatives. OCFO has approximately 100 employees across the three divisions.

Contractor Requirements

3.0 Technical Requirements / Tasks

1. OCFO FSC leadership team is located in Urbandale, IA. The team building is to take place in-person at the facility in Urbandale, IA. To be admitted into the facility, ring the doorbell and the Administrative staff will sign the contractor in. Valid picture identification will be required for sign-in.

a. It is expected one personnel from the contractor will be sufficient for this team building. However, additional can be suggested.

2. The period of performance shall be a 6-month Period from Date of Award, however, our goal is for the team building to take place prior to 09/16/24.

3. The contractor shall meet the two performance objectives below:

A. Provide team building over a 3-day time period, 1 ½ days devoted to the APMB Leadership team consisting of up to 4 employees and 1 ½ days devoted to the entire FSC Leadership team consisting of up to 10 employees.

i. Team Building focus areas are to be tailored to each team based on goals and objectives identified in a virtual meeting with OCFO leadership. Example objectives could include communication and building trust.

B. It is expected the contractor should explain how they will meet the request in Section 3.3.A in their proposal. Personnel, as well as skill set (e.g. degrees, credentials, and experience level), to fulfill this requirement will be up to the contractor.

4.0 Government Furnished

Not Applicable

5.0 Deliverables / Schedule

• Within two weeks of contract start date, the contractor shall set up an hour-long virtual kick-off session with the Contract Specialist (CS), Contracting Officer’s Representative (COR), Deputy Chief Financial Officer (CFO) and FMD Director to finalize details of the project plan.

• Within two weeks after the kickoff, the contractor shall provide a project plan with a proposed schedule for an hour-long introductory virtual session with COR, FMD Director, and FSC and APMB Leadership to introduce themselves and determine dates for upcoming team building sessions and expectations.

o The introductory session will act as a preliminary intake process to assess and identify the cultural backgrounds and preferences of each participating employee.

• Within two weeks of the introductory session, the contractor shall coordinate with OCFO to finalize the team building proposal.

• The Travel Authorization Requests (referenced in Section 6.4 below) must be submitted to the COR 3 weeks in advance of the travel.

• The contractor shall provide a virtual closeout briefing for the COR, Deputy CFO and FMD Director within 2 weeks after the team building sessions.

6.0 Travel

1. PREPARE TRIP REPORTS -The Contractor shall provide the Government with a Trip Report five (5) days after the travel is completed. The contractor shall identify the travel, to include: the name of the employee, location of travel, duration of trip, POC at travel location, benefit to the Government, accomplishments/lessons learned, and itemized listing of expenses, both planned and actual.

2. The contractor may invoice monthly on the basis of cost incurred for cost of travel comparable with the Joint

Travel Regulations/Federal Travel Regulations (JTR/FTR). Long distance travel is defined as travel over 75 miles.

The invoice shall include the period of performance covered by the invoice, the CLIN number and title, and the IA Account number. Separate worksheets, in MS Excel format, shall be submitted for travel. CLIN Total Travel:

This invoice information shall identify all cumulative travel costs billed by CLIN. The current invoice period’s travel detail shall include separate columns and totals and include the following:

• Travel Authorization Request number or identifier

• Current invoice period

• Name of person traveling

• Number of travel days

• Dates of travel

• Number of days per diem charged

• Per diem rate used

• Total per diem charged

• Transportation costs

• Total charges All cost presentations provided by the contractor shall also include Overhead Charges and General and Administrative Charges.

3. TRAVEL REGULATION

Contractor costs for travel will be reimbursed at the limits set in the following regulations (see FAR 31.205-46):

(1) Federal Travel Regulations (FTR) - prescribed by the General Services Administration, for travel in the contiguous United States.

4. TRAVEL AUTHORIZATION REQUESTS

Before undertaking travel to any Government site or any other site in performance of this Contract, the contractor shall have this travel approved by, and coordinated with, the COR. Notification shall include, at a minimum, the number of persons in the party, traveler name, destination, duration of stay, purpose, and estimated cost. Prior to any long distance travel, the contractor shall prepare a Travel Authorization Request for Government review and approval.

5. Requests for travel approval shall:

• Be prepared in a legible manner

• Include a description of the travel proposed including a statement as to purpose

• Be summarized by traveler

• Identify the CLIN and Interagency Agreement account associated with the travel

• Be submitted in advance of the travel with sufficient time to permit review and approval

6. The contractor shall use only the minimum number of travelers and rental cars needed to accomplish the task(s). Travel shall be scheduled during normal duty hours whenever possible.

7. Travel reimbursement must not exceed per diem provided in GSA guidelines. https://www.gsa.gov/travel/plan-book/per-diem-rates

7.0 Contractor’s Key Personnel

8.0 Security Requirements

Valid Picture Identification

9.0 Data Rights

Not Applicable

10.0 Section 508 – Electronic and Information Technology Standards Not Applicable

Attachment https://www.gsa.gov/travel/plan-book/per-diem-rates https://www.gsa.gov/travel/plan-book/per-diem-rates