SOW - IHS LDP DRAFT.pdf

Statement of Work (SOW) for the

IHS Leader Development Programs

1.0 General

1.1 Background

The Indian Health Service (IHS) is designing and delivering a multi-course

IHS leader development continuum for their staff titled the “Leadership

Readiness Initiative” (LRI). The LRI builds upon courses already developed by adding new offerings and enhancing the current curricula. An overview of the programs to be scheduled for FY 26 is bolded below.

Level 3: Leading Change Program (LCP)

Level 2: LEAD (Lead, Engage and Developing Others) Program

Level 1: Emerging Leader Program (ELP)

The Leading Change Program (GS-12-14), helps leaders learn how to identify and plan for external politics that impact mission, vision, and organization. Learners will gain a better understanding of Congressional and Presidential roles and powers in relation to change in government, applying concepts of innovation to think and act more strategically and collaboratively. They will engage in a group project that emphasizes work teams while building skills in strategic planning and stakeholder management.

The LEAD (Lead, Engage and Developing Others) Program (GS-12-13), helps team leaders and members understand the importance of team performance, the working dynamics of their team, their own and others’ preferences and styles; and allows their engagement in shared experiences with this new knowledge in simulated and practicum situations to anchor the learning and trust, while providing project management skills.

The Emerging Leader Program (GS-7-11) emphasizes self-discovery and development.

Involvement in such programs at early/entry level is designed to increase retention and employee satisfaction.

The established leader development program offerings for FY26 are designed to prepare future leaders and advance tribal health leadership by aptly educating employees and clinicians alike who support the IHS mission. Additionally, it is imperative that the organization continues to address the previous inquiries received by the HHS Office of the Inspector General, regarding what IHS is doing to train facility leaders.

1.5 Place of Performance/Period of Performance:

The period of performance of this contract is a six-month base period from June

2026 to December 2026. Place of Performance is e-learning.

2.0 Specific Requirements/Tasks

Leading Change Program (LCP): Two Sessions

Goal: To deliver an intensive, one-week session on understanding and leading change, models of change and real-world applications

Outcomes:

1. Understand change at IHS

2. Understand the basic change models

3. Increase self-understanding through the Change Style Indicator and classroom applications

4. Discover various approaches to institute or continuing change

5. Enhance development through productive conversations, and application of models

6. Apply the course learnings to changes at IHS

7. Learn how to create buy-in for change

Classroom Approach:

This program will be highly interactive, affording participant frequent opportunities to practice skills and learning in a safe environment.

Pace: the pace will allow for understanding and application, yet be progressive enough to stimulate learning, trust, and skill building.

Pedagogical Style: Active, and engaging in all senses: Visual, Auditory, and Kinesthetic.

Completely grounded in relevant theory and practice. Experiential and Results-focused: Practical while being true to proven frameworks of self-development and success.

Tools: Various assessments will be used throughout the program. These are designed to offer insights and promote team performance

Daily discussions of learnings and applications.

LEAD (Lead, Engage and Developing Others) Program: Two Sessions

Other naming convention: Leading Teams, Projects, and People (TPP)

Goal: To deliver an intensive, one-week session on team, project, and people leadership with the attendant skills in project management, crucial conversations, Leading without formal power and leading high performing teams.

Outcomes:

1. Learn about team leadership at IHS

2. Understand the basics of project management

3. Increase self-understanding through relationship assessments and team simulations

4. Discover various approaches to team decision making

5. Enhance development through productive conversations, leading without authority, and leading up

6. Learn about and apply The Nine Team Roles and your preferred team roles as expressed by you and by up to six raters

7. Create a team charter

Classroom Approach:

This program will be highly interactive, affording participant frequent opportunities to practice skills and learning in a safe environment.

Pace: the pace will allow for understanding and application, yet be progressive enough to stimulate learning, trust, and skill building.

Pedagogical Style: Active, and engaging in all senses: Visual, Auditory, and

Kinesthetic. Completely grounded in relevant theory and practice.

Experiential and Results-focused: Practical while being true to proven frameworks of self-development and success.

Tools: Various assessments will be used throughout the program. These are designed to offer insights and promote team performance

Daily discussions of learnings and applications.

Emerging Leader (ELP): 11 Sessions

Goal: To deliver two Leading Self/Emerging Leader Virtual Programs to newer IHS employees to foster development, retention, and a professional workforce. This program features the same aspirations as the other tiered programs: interactive, informative, developmental, and action-focused experiences to form effective, productive individuals who will continue their careers at IHS.

Outcomes:

1. Learning about becoming a leader at IHS

2. Understand the total spectrum of leadership programs available

3. Learn about oneself through the lens of preferences

4. Discover the values that contribute to work actions and decision making

5. Enhance development through discovering strengths and areas of growth

6. Create a personal development plan for progressing through IHS

Classroom Approach: This program will be highly interactive, affording participant frequent opportunities to practice skills and learning in a safe environment.

Pace: the pace will allow for understanding and application, yet be progressive enough to stimulate learning, trust, and skill building.

Pedagogical Style: Active, and engaging in all senses: Visual, Auditory, and Kinesthetic.

Completely grounded in relevant theory and practice. Experiential and Results-focused:

Practical while being true to proven frameworks of self-development and success.

Tools: The Myers-Briggs Type Indicator Step I will be used throughout the program. The

MBTI informs energy sources, decision making, and work-life approaches. Its proven insights will allow participants to enhance their communication and interaction skills as well as develop their ability to “read” others and the room.

3.0 Delivery or Deliverables

Program Virtual Program Date

ELP TBD

ELP TBD

ELP TBD

ELP TBD

Leading Change TBD

ELP TBD

ELP TBD

LEAD TBD

ELP TBD

ELP TBD

ELP TBD

ELP TBD

Leading Change TBD

ELP TBD

LEAD TBD

5.0 Required Travel and Other Direct Costs (ODCs)

Leading Change Program: Four Days Virtual – Two Sessions (Note: Pricing is inclusive of

ALL costs, IHS will provide producer and platform)

Professional Fees

Assessment: The Change Style Indicator Assessment

Instructional Services: Virtual instruction

Class Preparation, liaison; liaison with class members before, during, and after program

Instrument Cost: Acquisition, administration The Change Style Indicator

FFP Per Session Inclusive of assessment and delivery costs:

Grand Total for 2 Sessions:

PRICING-LEAD Program Session One: Four Days Virtual (Note: Pricing is inclusive of

ALL costs, including development, instruction, materials, etc.)

Professional Fees

Assessment: The Belbin Team Roles Assessment

Instructional Services: Virtual instruction

Class Preparation, liaison; liaison with class members before, during, and after program

Instrument Cost: Acquisition, administration Belbin Team Roles

Grand Total for 2 Sessions:

PRICING-ELP Emerging Leader Program: Three Days Virtual (Note: Pricing is inclusive of ALL costs, including development, and classroom instruction, IHS will provide producer and platform)

Professional Fees

Assessment: The Myers Briggs Type Indicator Step I

Instructional Services: Virtual instruction

Class Preparation, liaison; liaison with class members before, during, and after program

Instrument Cost: Acquisition, administration MBTI

Grand Total for 11 Sessions:

6.0 Government Furnished Property/Equipment/Information

N/A

7.0 Special Instructions

Cancellation, Substitution and Reschedule Policy

• If IHS wishes to cancel, reschedule, or change venues for any program or the program deliveries, they agree to provide no less than thirty-day (30) notice and will reimburse for any cost for actual work started on the program course up to the date of cancellation to include materials or assessments purchased, staff hours and non- refundable faculty or adjunct costs.

• No cancellations, reschedules or venue changes are permitted within thirty (30) days of the program. The full program cost will be billed at that time or a penalty up to the average program cost per day for the number of days being impacted.

• Participant substitutions are allowed up to the start date.

Representation by IHS: The Indian Health Services has the experience and ability to perform the services required by this Agreement; that it will perform said services in a professional, competent and timely manner; that it has the authority to enter into and perform this Agreement; and that its performance of this Agreement will not infringe upon or violate the rights of any third party or violate any Federal, state or municipal laws of which IHS is aware.

Agency Policies: Nothing in this Agreement is intended to conflict with current IHS or Indian Health Services directives. If the terms of this Agreement are inconsistent with existing directives of either of the agencies entering into the Agreement, then those portions of this Agreement determined to be inconsistent will be invalid;

however, the remaining terms and conditions not affected by the inconsistency will remain in full force and effect. At the first opportunity for review of the Agreement, all necessary changes will be accomplished by either an amendment to the Agreement or by entering into a new Agreement, whichever is deemed expedition the interest of both parties.

Scope of Agreement: If the scope of any of the provisions of the Agreement is too broad in any respect whatsoever to permit enforcement to its full extent, then such provisions shall be enforced to the maximum extent permitted by law, and the parties hereto consent and agree that such scope may be judicially modified accordingly and that the whole of such provisions of this Agreement shall not thereby fail, but that the scope of such provisions shall be curtailed only to the extent necessary to conform to law.

Disagreement on Interpretation of Agreement: Should disagreement arise on the interpretation of the provisions of this Agreement, or amendments and/or revisions thereto, that cannot be resolved at the operating level, the area(s) of disagreement will be stated in writing by each party and presented to the other party for consideration. If agreement on interpretation is not reached within thirty (30) days, the parties will forward the written presentation of the disagreement to respectively higher agency officials for appropriate resolution.

Review by Inspector General: Under the Inspector General Act of 1978, as amended, 5 USC App. 3, a review of this Agreement may be conducted at any time. The Inspector

General of IHS , or any duly- authorized representatives, will have access to any pertinent books, documents, papers and records of the parties to this Agreement, whether written, printed, recorded, produced, or reproduced by any mechanical, magnetic, or other process or medium, in order to make audits, inspections, excerpts, transcripts, or other examinations as authorized by law.

Program Changes, Postponements and Cancellations: If the vendor chooses to change, postpone or cancel an offering 45 days before the start date, the vendor will not receive payment for the contracted services or materials as well as actual costs incurred.

If an offering is postponed or cancelled due to health, safety, financial, weather, work-stoppage, shutdown and/or security reasons IHS the vendor may not bill IHS for actual costs including but not limited to, non- refundable agreements such as lodging facilities, contracted facilitators, travel and completed prep work.

Under the terms of this proposal, IHS agrees to perform the following activities and provide the following resources in support of these services:

• Provide dedicated Points of Contact for statement of work approvals.

• Provide training venue Points of Contact for all mailing, information technology (IT), security and other administrative support required of in-person training delivery.

• Provide dedicated Points of Contact for administration of the program to include participant selection, communication, venue selection, mentor identification and pairing, general administration, and all graduation logistics, venue details, costs, participant acknowledgement, guest lists, check-ins, confirmations, etc.

• Provide dedicated Points of Contact for program development for collaboration.

• Provide a venue for all in-person training sessions, to include all required A/V, IT and other materials and resources and communication location at least 60 days before training delivery dates.

• Provide participant roster, including name, email, phone number, a minimum of 30 days in advance of training delivery dates. IHS sends welcome materials, and the vendor will deploy program assessments (typically 30 days before the start of the program).

• Participant substitutions are not allowed after the start of the program.

• Develop and manage participant selection process for all programs and coaching. Draft and send a welcome letter to identified participants noting requirements, expectations, and other information pertaining to the successful completion of their program. This information can be separately or in conjunction with IHS welcome documents and instructions

• Provide panelists, speakers, facilitators or information required for IHS specific modules, content and design considerations

• Provide travel, lodging and all per-diem, etc. to participants attending in-person programming.