Performance Work Statement 7N25QA003.pdf

AUG 22

PERFORMANCE WORK STATEMENT (PWS)

Portland Leadership Development Program 13 February 2025

Part 1

General Information

1.0 General: This is a non-personal service(s) contract under which the personnel rendering the service(s) are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees.

This is a Firm Fixed Price service contract with a base period of performance of 15 June 2025 through 14 June 2026 and optional periods of performance, which may be exercised at the government’s discretion. The period of performance for each option, if exercised, is from 15 June 2026 through 14 June 2027, and 15 June 2027 through 14 June 2028, respectively.

1.1 Description of Services/Introduction: This is a non-personal service(s) contract to provide professional services of an academic institution regionally accredited by an agency recognized by the U.S. Department of Education and the Council for Higher Education Accreditation (CHEA), or an entity that has access to an accredited academic institution (hereinafter referred to as “Contractor”) to work collaboratively with the NWP Program Manager (hereinafter referred to as “Program Manager”) and two NWP LDP Facilitators (hereinafter referred to as “LDP Facilitators”) to administer a graduate-level Leadership Development Program (LDP) for a maximum of 16 Corps employees (hereinafter referred to as students, or collectively as the cohort) annually.

1.2 Background: The Leadership Development Program is an exciting opportunity for employees who are interested in higher education, self-development, and possible career advancement. It is an intensive year-long program, which requires time, dedication, and commitment from all participants. The coursework is at the graduate level which means participants can earn college credits toward a master's degree. Participants are expected to attend and actively participate in required class sessions and field trips, to complete reading assignments, and to prepare short papers and presentations. The District's LDP is based on a leadership model which assumes that effective leadership requires the development of leadership competencies - knowledge, skills, and abilities - of participants within each of the following four leadership domains: individual leadership, leading groups and teams, leading the organization, and leading the community.

1.3 Scope: The Contractor shall provide non-personal service(s). The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items necessary to perform services as described in the PWS and associated contract documents.The Contractor shall perform to the standards and acceptable quality levels identified in this PWS and associated contract documents.

1.4 Objectives: The Leadership Development Program is a jointly facilitated program by the Contractor and NWP. The Contractor will be responsible for providing graduate level instruction and guidance to the cohort (as further detailed below), focusing on the development of the following leadership development skills:

Individual leadership, with an emphasis on self-assessment, leadership knowledge and tools, mentoring relationship, and the development of an individual leadership development portfolio.

Leading teams, with an emphasis on interpersonal, facilitative, and decision-making skills to manage interdisciplinary, inter-organizational, and inter-jurisdictional work teams.

Leading public organizations, with an emphasis on the design of budgeting, personnel, informational and other organizational systems to create a high performing Federal organization that empowers highly-motivated employees.

Leading the community, with an emphasis on managing the drivers in the external environment to strategically position the organization to achieve its public mission.

U.S. National Policy Process, through course curriculum and one, eight-day trip to Washington, D.C. which provides students with an understanding of the larger political and legal context within which the Corps has to undertake its work.

The Contractor’s course curriculum will lead to graduate level academic degree credits transferable to an academic institution(s) should students wish to pursue further graduate education.

1.5 General Information:

1.5.1 Quality Control Plan (QCP): This acquisition is for commercial services and the contractor’s existing quality assurance system shall be utilized in accordance with FAR

12.208. The Contractor shall develop and maintain a QCP to ensure services are performed in accordance with (IAW) this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor's QCP is the means by which it assures that the work provided complies with the requirements of the contract.

The Contractor’s Proposed QCP shall be submitted to the Contracting Officer (KO) through the Contracting Officer’s Representative (COR) for review within ten (10) days after date of contract award (A.001).

The Government will review and either notify the Contractor in writing of acceptance of the plan or return their comments to the Contractor within five (5) days. If the Government has provided comments, the Contractor shall then have five (5) days to submit a Final QCP. After receipt of the Final QCP, the Contractor may receive the Contracting Officer’s acceptance in writing. Any proposed changes to the accepted QCP are required to be resubmitted for acceptance by the Contracting Officer no later than three (3) days prior to the anticipated change and before implementation by the Contractor. The timeline noted above will apply for review and acceptance for proposed changes. At a minimum, the QCP must include and answer the following to be acceptable:

a) A chart showing the organizational structure and lines of authority, the names, qualifications, duties, responsibilities, and classification of each member of the Contractor's Quality Control Team;

b) How the Contractor will monitor work to ensure performance complies with all deliverables (etc. timelines, deadlines, and goals);

c) How the Contractor will monitor work to ensure performance complies with all specifications and requirements of the contract, including the contract’s clauses;

d) How the Contractor will monitor and ensure staff qualifications remain current and valid throughout contract performance;

e) How the Contractor will identify, investigate, and correct any non-conforming performance and prevent similar deficiencies in the future; and

f) How the Contractor will file and save all Quality Control related documents for the life of the contract plus 5 years.

1.5.1.1 Reserved

1.5.1.2 The Contractor shall inform the COR of issues or potential issues that might affect the performance within 8 hours - between the hours of 0800-1600, of identifying those issues.

Verbal reports shall be followed up by written reports within (three (3) days) (A.002).

1.5.2 Quality Assurance: The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the acceptable quality levels (performance thresholds).

1.5.3 Recognized Holidays: The following provides information on recognized holidays for the purpose of the PWS. If submittal of any documentation (e.g. deliverables, submittals, etc.)

deadlines fall on a holiday, the closest work day prior to the holiday will apply as the deadline for submittal.

1.5.3.1 U.S. Holidays: Work shall not be performed on U.S. federally recognized holidays occurring during the normal workweek unless otherwise directed by the Contracting Officer.

When a U.S. holiday occurs on a Saturday or a Sunday, the holiday is observed on the preceding Friday or following Monday, respectively.

New Year’s Day January 1st M. L. King Memorial Day 3rd Monday in Jan Presidents Day 3rd Monday in February Memorial Day last Monday in May

Juneteenth June 19th Independence Day July 4th Labor Day 1st Monday in September Columbus Day 2nd Monday in October Veteran’s Day November 11th Thanksgiving Day 4th Thursday in November Christmas Day December 25th

1.5.4 Operating Hours: The Government facility office hours, facility operating hours, and the Contractor support hour requirements often coincide, however, they may differ. Please refer to the following:

1.5.4.1 Government Facility Office Hours: The Government facility office hours are 0800 to 1700 PST, Monday through Friday except U.S. Holidays identified in paragraph 1.5.3.1 above or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

1.5.4.2 Government Facility Operating Hours: The Government facility operating hours occur between the hours of 0600 to 1800 PST, Monday through Friday. The Government facility is closed during local or national emergencies, administrative closings, or similar Government directed facility closings and will be communicated by the Contracting Officer to the Contractor.”

1.5.4.3 RESERVED

1.5.4.3.1 Contractor Work Plan: The Contractor shall prepare and maintain a Work Plan.

The plan, as a minimum, shall identify regularly scheduled work (to include location, work to be completed, timeline, etc.) The Contractor’s proposed Work Plan shall be submitted to the Contracting Officer via the COR for review within five (5) days after date of contract award (.

The Government will review and either accept or return their comments to the Contractor within ten (10) days. The Contractor shall then have three (3) days to submit a Final Work Plan. Any proposed change to the accepted Final Work Plan is required to be resubmitted via the COR for review and acceptance by the Contracting Officer at a minimum thirty (30) days prior to implementation. The timeline noted above shall apply for review and acceptance for proposed changes.

1.5.5 Place of Performance: The work to be performed under this contract will be performed in Portland, Oregon. There will be one visit to Washington, D.C. during the base year and each option year, if exercised.

1.6 Security Requirements: The following information is provided on security related matters.

1.6.1 RESERVED

1.6.2 RESERVED

1.6.3 Installation Access: Access to U.S. installations, buildings and controlled areas is limited to personnel who meet security criteria and are authorized. Failure to submit required information/data and obtain required documentation or clearances will be grounds for denying access to U.S. installations, buildings and controlled areas. The Contractor shall ensure that any subcontractors used in performance of this contract complies with these requirements and that all employees, of both the Contractor and any subcontractor utilized by the Contractor, are made aware of and comply with these requirements.

The Contractor shall be aware of and comply with the requirements associated with Installation Access Control. The Government is not liable for any costs associated with performance delays due solely to a firm’s failure to comply with Installation Access Control System (IACS) processing requirements.

The Contractor shall return installation passes to the issuing IACS office when the contract is completed or when a Contractor employee no longer requires access.

1.6.4 Background Checks: Pre-screen candidates using E-Verify Program: Contractors shall comply with the requirements set forth in FAR clause 52.222-54 Employment Eligibility Verification and FAR Subpart 22.18 in using the E-Verify Program at (https://www.e-verify.gov/) (website subject to change) to meet the contract employment eligibility requirements. Contractors are encouraged to cooperate with Federal and State agencies responsible for enforcing labor requirements to include eligibility for employment under United States immigration laws in accordance with FAR 22.102-1(i). An initial list of verified/eligible candidates shall be provided to the COR no later than three business days after the initial contract award. When contracts are with individuals, the individuals will be required to complete a Form I-9, Employment Eligibility Verification, and submit it to the Contracting Officer to become part of the official contract file.

Prior to executing the initial Program Planning Meeting at NWP Headquarters, the Contractor must provide E-Verify results for any contracted personnel planning to physically be on site at NWP Headquarters building. To do this, the Contractor’s employer registers for E-Verify through the U.S. Customs and Immigration Service’s website: https://www.e-verify.gov .The employer then enters the employee’s information from his or her completed U.S. Citizenship and Immigration Services (USCIS) Form 1-9 (Employment Eligibility Verification). The results are returned to the employer immediately after submission to USCIS. The employer then will provide E-Verify results to the LDP Program Manager. The E-Verify process only happens once (unless an individual’s E-Verify document expires before the LDP execution duration).

1.6.5 Physical Security: The Contractor shall safeguard all Government equipment, information, and property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured IAW the Army Physical Security Program (AR 190-13).

1.6.6 Operations Security (OPSEC) Requirements: Contractor personnel shall adhere to facility security policies and restrictions. The Contractor shall immediately report suspicious activities to security personnel. Government issued access badges shall not be worn outside designated facilities where visible to the general public.

1.6.7 Controlled Unclassified Information (CUI) Training: All Contractor employees will complete Controlled Unclassified Information (CUI) Training within 30 calendar days of their reporting for duty.

Additionally, all Contractor employees must complete annual CUI training. The Contractor shall submit certificates of completion for each affected Contractor and subcontractor employee, to the COR or to the Contracting Officer (if a COR is not assigned), within 5 calendar days after completion of training. CUI training is available at: https://www.dodcui.mil/Home/Training/ or at https://securityhub.usalearning.gov/index.html; or it may be provided by the Government in presentation form with completion be documented via memorandum.

1.7 RESERVED

1.8 Post Award Conference/Periodic Progress Meetings: The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

1.8.1 The Contractor shall attend, participate in, and furnish input to scheduled and unscheduled meetings, conferences, and briefings that relate to the functions and services herein as required by the Government to provide effective communication and impart necessary information. The Contract Manager or designated representative shall attend meetings as requested by the Government. Meeting attendees shall at times include Contractor managerial, supervisory, and other personnel knowledgeable of the subject matter.

Meetings may start or end outside of regular duty hours.

1.9 Contracting Officer’s Representative (COR): Refer to Part 2 of this PWS for the definition of a COR. As determined by the Contracting Officer, a COR will be appointed and identified by letter of designation, a copy of which will be provided to the Contractor by the Contracting Officer. The designation letter states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates, or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is not authorized to obligate the Government. If the work is not written in the contract, the COR is not authorized to request new work. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract, perform inspections necessary in connection with contract performance, maintain written and oral communications with the Contractor concerning technical aspects of the contract, issue written interpretations of technical requirements, including Government drawings, designs, specifications, monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies, coordinate availability of Government property, and coordinate site entry of Contractor personnel.

1.10 Key Personnel: The following personnel are considered key personnel by the Government: Program/Contract Manager/Alternate and Program/Contract Manager, Systems Administrator. The Contractor shall provide a Program/Contract Manager who shall be responsible for the performance of the work. The name of this person and an Alternate Program/Contract Manager. The Contract Manager and Alternate Contract Manager shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The Contract Manager or Alternate Contract Manager shall be available between 0800-1700 PST, Monday thru Friday, that have been identified in paragraph 1.6.4.

1.11 Identification of Contractor Employees: All Contractor personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties must identify themselves, to include proper marking of signature blocks in correspondence, to avoid creating an impression in the minds of members of the public that they are Government officials. The Contractor shall ensure that all documents or reports, produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.12.1 RESERVED

1.12.2 Contractor Identification Badges: Contractor personnel shall be easily identifiable through the display of badges.

1.13 Contractor Travel: Contractor employees will be required to travel to Federal sites in Oregon and Washington, D.C. to meet contract requirements as described. The Contractor shall include all travel related costs into the prices for each respective contract line item (CLIN). Should any travel not stipulated for this contract be required, this would be considered “unanticipated”. The Contractor shall contact the assigned COR and the Contracting Officer to discuss and provide any needed information to receive approval for any potential unanticipated travel costs prior to conducting such travel. Failure to properly account for all required travel to achieve the program, as outlined, does not constitute an unanticipated travel cost.

1.14 RESERVED

1.15 Data Rights: The Government has unlimited rights to all documents and materials produced under this contract. All documents and materials, to include the source codes of software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership and copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the Contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.16 RESERVED

1.17 Protection of Government and Contract Information: Per Public Use Notice of

Limitations stated by Defense imagery Management operations Center and contained at www.dimoc.mil/resources/limitations/ , the Contractor shall not cite any information (e.g., contract information, pictures, locations, etc.) obtained through this contract on any hard copy or digital marketing tools to include its company website.

1.18 RESERVED

1.19 Organizational Conflict of Interest (OCI): Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent OCI as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI (A.006). The Contractor’s OCI Mitigation Plan will be determined to be acceptable solely at the discretion of the Contracting Officer. In the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.20 RESERVED

1.21 RESERVED

1.22 RESERVED

1.23 Required Training: The following provides information on training requirements.

1.23.1 Anti-Terrorism (AT) Level I Training: All Contractor employees, including subcontractor employees, who are employed under the contract, shall complete AT Level I Training within 30 calendar days (A.007) after contract start date or effective date of incorporation of this requirement into the contract, whichever applies, or ten (10) days after employment of new personnel. The Contractor shall submit certificates of completion (A.008) for each affected Contractor employee and subcontractor employee to the COR (or to the Contracting Officer, if a COR is not assigned) within seven (7) days after completion of this training by all employees and subcontractor personnel. AT Level I awareness training is available at https://jkodirect.jten.mil. Contractor personnel shall complete refresher training (A.009}) every twelve (12) months except AOR specific AT Level I training which shall be completed as required by local AT policies

If training cannot be conducted on the website, the Contractor shall coordinate with the COR who will contact the local AT Officer at their assigned location for classroom training.

Contractor personnel completing training in the classroom will receive a certificate or the training attendance roster signed by the AT Officer. Verification of the training shall be provided to the COR within five (5) days after completion of the training (A.010).

1.23.2 OPSEC Training: All Contractor employees, including subcontractors, shall complete Level I OPSEC training within thirty 30 days of employment under this contract (A.011).

Verification of the training shall be provided to the COR within seven (7) days after completion of the training (A.012). OPSEC Level I training is available at http://www.cdse.edu/catalog/elearning/GS130.html. Contractor personnel must complete refresher training every 12 months (A.013). Verification of the training shall be provided to the COR within five (5) days after completion of the training (A.014).

If training cannot be conducted on the website, the Contractor shall coordinate with the COR, who will contact the local OPSEC Officer at their assigned location for classroom training.

Contractor personnel completing training in the classroom will receive a certificate or the training attendance roster signed by the OPSEC Officer. Verification of the training shall be provided to the COR within five (5) days after completion of the training (A.015).

1.23.3 iWATCH Training: The Contractor and all associated subcontractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within thirty (30) days after the contract is awarded and within ten (10) days after new employees commence contract performance, with the results reported to the COR within seven (7) days after the contract is awarded and within seven (7) days after new employees commence contract performance (A.016). Verification of the training shall be provided to the COR within five (5) days after completion of the training (A.017). Training slides can be found on the Army OneSource we site:

http://www.myarmyonesource.com/familyprogramsandservices/iwatchprogram/default.aspx

1.23.4 RESERVED

1.23.4.1 RESERVED

1.23.5 Personally Identifiable Information (PII): Contractor employees, including subcontractors, performing services under this contract with access to PII and Government information shall complete “Identifying and Safeguarding PII” within 30 calendar days of employment. Contractor personnel shall complete refresher training every twelve (12) months from initial completion. The Contractor shall provide the COR a copy of the training certificates for its employees no later than five (5) days after completion (A.018). Training is available at http://iatraining.disa.mil/eta/piiv2/launchPage.html

1.24 RESERVED

1.25 Government Property and Services: Government Property or services are not planned for this contract. Please refer to section 3.2 below for further information.

PART 2

DEFINITIONS & ACRONYMS

2. Definitions and Acronyms

2.1 Definitions: Although not inclusive of every term used within this PWS, the following provides a list of definitions used throughout this PWS and commonly used in the acquisition field.

Contracting Officer – means a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

Contracting Officer's Representative (COR) – As defined in DFARS 202.101, means an individual designated and authorized in writing by the Contracting Officer to perform specific technical or administrative functions. DoD Instruction (DoDI) 5000.72, Part II Definitions states the following when defining a COR: “Defined in subpart 202.101 of Reference (f). Any individual delegated responsibilities pursuant to subpart 1.602-2 of Reference (e), regardless of local terminology, must be certified in accordance with this instruction. For example, local terminology can be COR, Contracting Officer’s technical representative, technical point of contact, technical representative, alternate COR, administrative COR, assistant COR, line item manager, task order manager, quality assurance personnel, quality assurance evaluator, or COR management.” In addition, Army Regulation 70-13, Chapter 2, paragraph 2-2g, states, in part, the following when providing other surveillance support personnel to assist the COR when needed, “…These other surveillance support personnel may serve as on-site representatives of the COR in performance of actual contract surveillance if they meet all COR requirements and have been appointed by the Contracting Officer as alternate CORs.”

Contractor – means a supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Day – means, unless otherwise specified, a calendar day.

Defective Service – means a service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable – means anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

Government Property - means all property owned or leased by the Government.Government property includes both Government-furnishedand Contractor-acquired property. Government property includes material, equipment, special tooling, special test equipment, and real property. Government property does not include intellectual property and software.

Physical Security – means that part of security concerned with physical measures designed to safeguard personnel; to prevent unauthorized access to equipment, installations, material, and documents; and to safeguard against espionage, sabotage, damage, and theft.

Quality Assurance – (or Government contract quality assurance) means the various functions, including, inspection, performed by the Government to determine whether a Contractor has fulfilled the contract obligations pertaining to quality and quantity.

Quality Assurance Surveillance Plan (QASP) – means the key Government-developed surveillance process document, and is applied to Performance-Based Service Contracting (PBSC). The QASP is used for managing Contractor performance assessment by ensuring that systematic quality assurance methods validate that Contractor quality control efforts are timely, effective, and are delivering the results specified in the contract or task order. The QASP directly corresponds to the performance objectives and standards (i.e., quality, quantity, timeliness) specified in the Performance Work Statement (PWS). It provides specific details on how the Government will survey, observe, test, sample, evaluate, and document Contractor performance results to determine if the Contractor has met the required standards for each objective in the PWS. The QASP, with very few if any exceptions, is an internal to Government document.

Quality Control – means all necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

Subcontractor – means one that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

Work Day - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless otherwise specified.

2.2 Acronyms: Although not inclusive of every term used within this PWS, or that may be included in an acquisition, the following provides a list of acronyms commonly used in the acquisition field.

AOR Area of Responsibility AR Army Regulation AT Anti-terrorism COR Contracting Officer’s Representative DFARS Defense Federal Acquisition Regulation Supplement DoD Department of Defense FAR Federal Acquisition Regulation IA Information Awareness ID Identification IT Information Technology JTR Joint Travel Regulation KO Contracting Officer OCI Organizational Conflict of Interest OPSEC Operations Security

PII Personally Identifiable Information POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QCP Quality Control Program RA Requiring Activity TE Technical Exhibit

PART 3

GOVERNMENT PROPERTY (GP) AND SERVICES

3. Government Property and Services

3.1 RESERVED

3.2 RESERVED

3.3 RESERVED

3.4 RESERVED

3.5 RESERVED

3.6 RESERVED

3.7 Training: The Government will provide the following training: AT Level 1 Awareness, OPSEC, and iWATCH.

3.8 RESERVED

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. Contractor Furnished Property and Services

4.1 General: The Contractor shall furnish all personnel, materials, supervision, transporation, supplies, facilities,and other items necessary to perform services as described in the PWS and associated contract documents.

4.2 RESERVED

4.3 Materials: The Contractor shall provide course material for each student, attendance sheets and evaluation forms, a course evaluation summary and training certificate upon successful completion of course.

4.4 Vehicles and Equipment: The Contractor shall provide and/or coordinate the use of vehicles and/or private transportation for students, employees, and staff for mandatory attendance events while in Washington D.C. as described in section 5.2.2.10 of this PWS.

Vehicles used in the performance of this contract shall meet all local and Host State and local traffic, safety, and environmental requirements. The COR may inspect the vehicles at any time.

4.5 Background Checks: The Contractor shall provide Background Checks in accordance with this PWS and as determined by the Government.

PART 5

SPECIFIC TASKS

5.1 Basic Services: The Contractor shall provide services for developing and administering a successful Leadership Development Program. The contractor’s course curriculum will result in nine (9) graduate level academic degree credits in Leadership, Leading Public Organizations, and/or US National Policy Process, transferrable to an academic institution.

5.2 Tasks consist of the following:

5.2.1 PROGRAM DEVELOPMENT: As further discussed below, the Contractor and NWP will meet at least once monthly in-person in Portland, OR, or virtually if needed, to discuss the overall Leadership Development Program and solidify the upcoming curriculum.

The Contractor shall shape the academic and governance theory portion of the program and integrate into the program specific Corps examples and leadership themes relevant to NWP. As further discussed below, the LDP Facilitators will provide the Contractor with NWP-specific examples to be used throughout the LDP curriculum, and it is expected that the Contractor be familiar with the Corps, Federal governance, NWP’s mission, and the effect of Pacific Northwest and state governmental policies on NWP projects. The LDP Facilitators will participate and be present in all classroom meetings to provide Corps-driven intellectual themes throughout the training sessions.

The Contractor will be responsible for providing agendas, textbooks, and course materials for the specific training sessions in which they are responsible, as identified hereinafter.

NWP will be responsible for portions of the Leadership Development Program, to include assisting with the overall program development, selection of cohort members and mentors, Speechcrafters/Toastmasters sessions, and providing NWP specific examples to be used in the Contractor-led course curriculum. Program requirements to be fulfilled by NWP are clearly identified and further described below.

NWP will provide meeting space at NWP Headquarters, if necessary.

5.2.2 MANDATORY PROGRAM ELEMENTS:

5.2.2.1 Academic Schedule and Roles/Responsibilities:

TASK DATE/TIMEFRAME RESPONSIBLE PARTY

Selection of LDP Cohort and Mentors

March/April NWP

Program Planning Meeting

March/April (Approximately two hours)

NWP and Contractor

Program Outline provided to Program Manager for Selected Cohort

May Contractor

Speechcraft Program through Toastmasters

May-August NWP

Monthly Planning Meetings

June-May of the following year, monthly (60 to 120 minutes each)

NWP and Contractor

Program Kickoff Meeting with Contractor

July NWP and Contractor with Cohort

Classroom Sessions July-May of the following year Contractor, with NWP facilitation

Fall Offsite Sept or Oct (two full days over three-day consecutive overnight period)

NWP and Contractor

Coaching Sessions Two sessions with each student, fall (Oct/Nov) and spring (Mar/Apr)

Contractor

Mentoring Program August-April of the following year

Contractor, with NWP mentor participation

National Policy Trip to D.C.

January/February, eight days Contractor (NWP responsible for one day)

Capstone Project Topic Chosen

By March (for current year cohort)

NWP

Capstone Presentation/Graduation

May Contractor

Closeout Report May/June, no later than 30 days after graduation

Contractor

5.2.2.2 Program Planning Meeting and Monthly Planning Meetings:

The first meeting is a two-hour Program Planning Meeting held March or April to discuss the Year-at-a-Glance and set the specific dates for monthly planning meetings, classroom sessions, Fall Offsite, National Policy Process Trip to Washington, D.C., Capstone/Graduation, and LDP Survey and Closeout. These topics are discussed in more detail in the sections below. Following this meeting, the Contractor will develop an LDP Program Overview document that outlines what will be covered throughout the academic year, as well as a calendar of events and time commitments. The NWP Program Manager will incorporate all elements of the LDP program into a Planning Calendar for the Year, which includes all aspects of the Program.

Monthly pre-plan meetings will start in June and run for the remainder of the program. Each meeting will average 60 to 120 minutes in duration. Attendance will include the Contractor, Program Manager, and LDP Facilitators. During the pre-planning meetings, the Contractor will provide NWP participants with its planned academic curriculum for the next month, to include class topics and proposed materials to be used. The Contractor will inform the NWP LDP Facilitators of areas needing interjection of Corps-specific examples, which the LDP facilitators will be ready to interject during the classroom session curriculum. As further discussed under paragraph 1.4.5, the LDP Facilitators will attend each Contractor classroom session, and provide NWP specific examples to the cohort during the classroom session, as facilitated by the Contractor.

5.2.2.3 Speechcraft Program through Toast Masters: The LDP program will begin in May/June with the cohort participating in a Corps of Engineer-funded and directed Speechcraft training program that will train the cohort on the fundamentals of public speaking. The cohort will participate in weekly sessions through August. The contractor has no responsibility for this training but will be expected to incorporate public speaking requirements in its classroom sessions to continue to develop the skills learned in Speechcraft.

5.2.2.4 Program Kickoff with Contractor and Cohort: In July, the Contractor and LDP Facilitators will present a program kick-off/orientation session at NWP Headquarters, which will be presented to the NWP cohort. The Contractor will be responsible for giving an administrative overview of the program elements for which it is responsible, as outlined in this PWS. The presentation will be given at NWP Headquarters, with the Program Manager coordinating a meeting date that accommodates both the Contractor and NWP participants.

NWP will be responsible for providing the necessary meeting space The NWP Facilitator will discuss those program elements for which the Contractor is not responsible (e.g., the Speechcraft Program, the mentoring relationship, etc.).

At a minimum, the Contractor must present on its planned program for the following topics:

Introductions of the Contractor and Academic Instructors, Program Managers, and students (both Contractor and LDP Facilitators)

Explanations of roles and responsibilities of the Contractor and faculty, Program Manager, LDP Facilitators, and students (both Contractor and LDP Facilitators)

An administrative overview of the Program, with an LDP Program Overview document that outlines what will be covered throughout the academic year (both Contractor and LDP Facilitators)

Calendar of Events and time commitments and the dynamics of being a member of the cohort

Mentoring overview, to include providing the Mentoring Resource Guidebook to the students (as further described below) (both Contractor and LDP Facilitators)

Question and answer session (both Contractor and LDP Facilitators)

5.2.2.5 Classroom Sessions: The Contractor shall provide graduate-level academic classroom instruction for graduate level credit in the following three areas: Leadership Development (Individual leadership), Leading Public Organizations, and the U.S. National policy process (at a minimum, the Federal budget, Congress’s role, the multiple roles and functions of the varied legal constraints that operate on public organizations, the legal constraints and accountability requirements faced by the Corps, and how the larger external policy process affects the mission of the Corps, must be addressed).

These topics will be discussed in relation to the NWP’s mission in the Pacific Northwest.

The Contractor’s Academic Instructor(s) will deliver all classroom instruction and necessary logistical support, however the NWP LDP Facilitators will provide NWP specific project examples to be incorporated into the Contractor’s course curriculum. The NWP LDP Facilitators will attend each classroom session and will provide NWP input as necessary.

Classroom instruction will result in the completion of three graduate-level classes that are at least three credits each for a total of at least nine credits. Each class session is not to exceed two days per month, and should not exceed eight hours per day. Appropriate breaks and lunch breaks will be incorporated. The Contractor shall assign outside class assignments to be completed by the cohort members. To the extent possible, the Contractor shall also gear outside class assignments toward furthering the cohort’s Speechcraft training – i.e., by incorporating public speaking requirements. The Contractor will be responsible for providing agendas, textbooks, and course materials for the classroom sessions.

Leadership Development Portfolio: As part of the LDP, the Contractor shall also require that the students keep a Leadership Development Portfolio, which provides an opportunity for student self-reflection of all the aspects of the program as a whole. The Contractor shall provide the Leadership Development Portfolio to the students during the first classroom session, although it is to be used for the remainder of the entire Program, to include areas covered outside of the classroom sessions.

Group Capstone Project: The Contractor shall also incorporate into the classroom sessions facilitation of the cohort’s Capstone project, the topic of which will be chosen by NWP and provided to the Contractor. The Capstone project must consist of a written document and a verbal presentation by the cohort as a whole. The Contractor shall facilitate the Capstone project by providing students with the academic framework for the capstone and assisting the cohort while it develops its capstone project.

Classes must be held in the Portland Metropolitan area and be easily accessible via public transit. Specific class dates shall be coordinated with the Program Manager during the Program Planning meeting.

5.2.2.6 Leadership Assessment: During the course of the program, the contractor shall administer at least one individual leadership assessment, such as the Meyers-Briggs Type

Indicator or Strengthfinder, to assess each student’s strengths and/or weaknesses relating to each individual’s emotional intelligence and leadership skills. The Contractor must explain the assessment during one of the initial classroom sessions and require the cohort to complete the assessment prior to the Fall Offsite. The Contractor shall provide the feedback from the assessment at the Fall Offsite. The Contractor will also discuss the results of the assessment with each student as part of the Coaching Sessions discussed below.

5.2.2.7 Coaching Sessions: The Contractor will provide two specialized rounds of one-on-one coaching sessions, one in the fall and one in the spring, with each student. The Contractor will be responsible for providing the location for the coaching sessions, which must be held in the Portland Metropolitan area and easily accessible via public transit.

The one-on-one coaching sessions are expected to last for approximately one hour. In each session, the Contractor will discuss leadership development related issues in depth on a face-to-face basis. The Contractor will cover the individual student’s individual leadership assessment results, review the student’s Leadership Development Portfolio, discuss mentoring relationships, and assist students in applying new leadership development concepts and skills in their work and life settings.

5.2.2.8 Mentor Program: The Contractor will provide the framework for a Mentor Program, as described below, to pave a path for the mentors and protégés. The LDP Facilitators will match an experienced Corps manager (mentor) with each student (protégé) who will work with them throughout the year of LDP. The mentors will serve as a guide/counselor, information provider, friendly critic, interpreter of the organization policies and politics, sounding board, coach for career/upward mobility, and link to the pulse and broader strategic issues that are challenging the U.S. Army Corps of Engineers.

The framework provided by the Contractor to the mentors and protégés shall include the following:

Resource Guide for Effective Mentoring, which at a minimum covers the following: The purpose of mentoring as part of leadership development; roles and responsibilities in mentoring; suggested mentoring activities; tips for successful mentoring; references and recommended reading related to mentoring; and a checklist for developing the mentor relationship. The Contractor shall provide the Resource Guide to the LDP Program Manager during the first monthly planning meeting, which the NWP Facilitators will provide to the mentors.

Three, one-hour Mentor Training Sessions for the mentors and protégés, provided during the lunch- hour of three classroom training sessions during the program year. The purpose of the Mentor Training Sessions are to provide training on affective mentoring skills (particularly in a leadership development context), roles and responsibilities in mentoring, and further develop the mentor/protégé relationship.

As part of the Mentor Training Sessions, the Contractor shall explain the Resource Guide for Effective Mentoring, explain the expectations of the mentors and protégés, and include a number of mentor/protégé training activities that will reinforce leadership skill development and the mentor relationship

In order to ensure that both the mentors and protégés are available to attend and that the classroom sessions are not disrupted, these trainings must occur during the lunch hour of three of the classroom sessions, and the Contractor shall be responsible for providing a meal for each mentor and protégé (for a maximum total of 34 Corps’ employees). The meal must include non-alcoholic beverage options, a vegetarian food option, and must not exceed the Government meal rate for each individual attending, as specified in the Joint Travel Regulation in effect at the time of each meal (https://www.travel.dod.mil/Policy-Regulations/Joint-Travel-Regulations/).

NWP will provide each protégé with a Protégé Development Plan, to be completed by the protégé with their mentor. The Contractor will not be responsible for the Plan but is expected to check in with the mentors and protégés on progress.

5.2.2.9 Fall Offsite: The Contractor shall use two full days over a three-day consecutive overnight period for a Fall Offsite retreat to establish the organizational and thematic framework for the year-long program, with a focus on the results of the leadership assessment and teambuilding. The Offsite will be held at a location coordinated by the Contractor and approved by NWP. The site will be located in the Portland commuting area (50 miles).

The Contractor and NWP will be responsible for separate portions of the Fall Offsite, however the majority of the agenda will be the responsibility of the Contractor. NWP will be responsible for providing one guest speaker, to present on a leadership topic for approximately two hours.

NWP will also arrange for NWP senior leaders to attend informal after-hours Fireside evening discussions, in which the Contractor is expected to help facilitate group discussion. The Contractor will be responsible for the remainder of the retreat and shall present on the results of the leadership assessment and include various teambuilding exercises in order to build deeper relationships between the students, and leverage identified strengths and weaknesses of the students. The Contractor shall also present on the history of the Corps to the students.

The Contractor is responsible for the costs of three lunches, two dinners, and two breakfasts, including non- alcoholic beverages whose total costs cannot exceed the meal rate for each individual specified in the Joint Travel Regulation in effect at the time of the Fall Offsite. Each attendee will be responsible for his or her own lodging costs.

5.2.2.10 National Policy Process Trip to Washington, D.C.: This trip is to take place in late January/early February of the LDP academic year. The purpose of this policy-orientated component is to provide the cohort with an in-depth understanding of the larger political, legal, inter-organizational, and inter-jurisdictional environment within which the students undertake leadership initiatives. This National Policy Process trip will allow the students to:

Learn how the curricular components are integrated into a common whole.

Understand the multiple roles and functions of the varied legal constraints that operate on public organizations, and the Corps in particular.

Understand how the legal constraints and accountability requirements faced by the Corps can be transformed into successful opportunities for accomplishing its work.

Understand how the complexities of one’s…