JTL_PWS_06_FEB_17.pdf

JTL PWS • 06 February 2017

ASC Journey to Leadership, Tier II Performance Work Statement

1. Background: The U.S. Army Sustainment Command (ASC) is providing on-site leadership program, the Journey to Leadership (JTL), Tier II, from July 2017 through June 2019, as part of its comprehensive ASC Leadership Development Program utilizing FY 17 funding. The Government anticipates a base contract with 1 option year.

The program will develop approximately 30 leaders per year using a custom designed curriculum. The program will be delivered at Rock Island Arsenal (RIA) so that participants can work together as collaborative teams focusing on command level or Army-wide issues and opportunities throughout this developmental experience. By identifying high potential candidates and providing an integrated leadership development program, ASC will ensure excellence in leadership for the future.

2. Requirement Overview: The Contractor shall provide 5-weeks of formal group based leadership development training to participants selected for JTL Tier II scheduled evenly across 11 months of the Period of Performance (POP). The Contractor shall provide all personnel, equipment, supplies, materials and assessments necessary to perform direct group based leadership development training as defined in this Performance Work Statement (PWS). Contractor shall provide training at Headquarters, ASC located on RIA. It is estimated that each of the five resident training sessions will require approximately 40 hours of instruction, with core class hours between 0800 and 1630, to adequately perform all training topics identified in section 5.

Two contract employees may be necessary to conduct coaching sessions for all 30 students. The Contractor shall perform to the standards in the contract.

2.1 The periods of performance shall be for a base period of one (1) year with one

(1) option year included. The period of performance shall be as follows:

Base Period 15 Jul 2017 – 14 Jul 2018 Option year 1 15 Jul 2018 – 14 Jul 2019

2.2 Contractor shall be required to avoid scheduling services over the following Federal holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

3. Scope:

3.1 The first program year will be coordinated between the JTL Program Manager (PM), Contracting Officer Representative (COR), and Contractor NLT 45 days prior to the start of the program year so the PM can reserve training facilities and complete the program orientation. The PM will then coordinate the remaining four sessions for the 12-month POP of the contract year with the contractor. The training dates in the option year will follow a similar schedule but will be coordinated with the PM prior to the end of the base year.

3.2 The Contractor must provide a written agenda, outlining the order of presentations, for all training topics in section 5 of the PWS for each of the five resident weeks of training to the PM 30-45 days prior to the start of the program year.

3.3 Contractor must have knowledge of Department of Army (DA) organizations, have the ability to convey military fundamentals, knowledge of the differences and similarities between the military and civilian cultures, and how to apply core Army values to civilian leadership.

3.4 Contractor must use high energy, positive, enthusiastic training methods and techniques to achieve and maintain a high tempo program upholding enthusiasm and interaction of participants (e.g., team building activities, communication activities, conflict management techniques, etc.). Must be fluent in spoken English and articulate clearly. Capable of teaching with presentation aides (e.g., PowerPoint charts, white board, or flip chart (must have legible handwriting).

3.5 Contractor must be capable of teaching throughout the entire program avoiding situations where substitute instructors are brought in to teach. One designated lead instructor to attend all training and coaching sessions. If designated lead instructor is unable to attend due to emergency situation, notification must be given to the Contracting Officer Representative (COR) within 7 calendar days and arrangements must be made with PM for Contractor to provide substitute instructor to facilitate course.

3.6 Contractor must have proven methods for effective writing, professional interviewing, project management and delegation that will be tied into training modules.

Must have proper grammar and written communications skills to critique student writing and provide recommendations (required for ALL reports associated with assigned books, executive interviews, shadowing assignments, cross-training assignments, etc.).

3.7 Contractor must have knowledge of USAJOBS, government resume writing, and interviewing techniques applicable to HQ, ASC, to conduct/facilitate mock interviewing sessions.

3.8 Contractor must have current knowledge of Government Ethics policies, specifically Joint Ethics Regulation (JER) 5500.7-R and knowledge of international cultural practices and behaviors. Capable of relaying this information in a positive manner to foster the inclusion and maintain the respect and dignity of all participants’ ethnicity, religion, beliefs, etc.

3.9 One-on-one coaching time is required for participants throughout the program. This coaching may address but not be limited to:

3.9.1 Module Comprehension

3.9.2 Assessment results

3.9.3 Teaming issues/Conflict resolution

3.9.4 Personal Development Plan of Action based on self-assessment and/or other assessment of development needs with means to develop the competencies of continual learning and external awareness.

3.10 The participants will attend the first week of formal training with a completed 360 degree individual assessment. Based on the assessment results, the Contractor will provide professional verbal interpretation and comparison of one’s individual job strengths and task proficiencies with what is required in the current or target job.

3.11 The Contractor will customize the program modules to include assessment tools in support of the curriculum. Instructor will be certified to conduct in-depth Myers Briggs Type Indicator (MBTI) personality assessments. Contractor will interpret the results and provide participants with a one-on-one coaching session to include career and personal goals. An initial coaching session will be accomplished in one 40-hour week between resident training sessions 1 and 2. This coaching session will be no less than 90 minutes per student. A signed coaching verification form for each individual coaching session will be provided to the PM NLT 5 days after completion. Also, the Contractor will meet individually with students for 30 minutes per student during resident training sessions 2-5 for one-on-one coaching.

3.12 Contractor will engage participants in classroom discussion, group exercises, role-playing opportunities, formal presentations, reading assignments and introduce them to new and innovative leadership tools. Contractor will coordinate with PM on book choices for leadership reading assignments.

3.13 In addition to the modules presented by the Contractor, the PM will coordinate speakers from ASC throughout the program. For example, training session 1 will include a kickoff/welcoming from a representative of the Command Group; training session 2 will include a panel discussion by various senior leaders from ASC and/or tenant organizations on command missions, issues, opportunities, leadership philosophies and career path planning, etc. Other special guests will be added to the training program as needed. These special guest sessions will be coordinated with the Contractor at an opportune time in the training and will last no longer than 120 minutes each. While these activities are taking place, the Contractor will make notes on presentations and leadership styles to discuss with the class in conjunction with the training material.

3.14 JTL Student Project Teams are formulated during the first week of training. These teams will work together throughout the program on an ASC (or tenant organization) designated project to be presented at graduation. Contractor is not responsible for formulating teams, but will provide input to the PM. The Contractor will instruct, and together with the PM, will be actively involved with the teams(s) during classroom sessions.

4. Materials Requirement:

4.1 The PM will schedule the conference room for each training session.

4.2 Contractor will provide all hard copies of teaching materials for each participant and PM (with exception of ASC or tenant specific information: bios, class roster, etc.) and deliver to the training room. Copies of teaching materials should be consolidated for the entire program year (e.g., participant binder(s), handbook(s), etc.).

4.3 Contractor will provide an electronic copy of teaching material (to include lesson plans) to the PM at least 14 days in advance of each resident training session.

4.4 Contractor will be responsible for supplying all items necessary for assessments (to include 360 assessment and MBTI) and ice-breakers/teaming activities. Some examples are: pads of paper, deck of cards, equipment for obstacle course, etc. The Contractor will also need to supply a laptop for presenting their modules during the formal training.

4.5 Prior to the fifth training session, the Contractor will provide video equipment in order to tape dry-run presentations by the participants. The Contractor will transfer each team presentation to a compact disc, and the PM will maintain the copies of the presentations and provide to the participants. The Contractor will not maintain any portion of the video presentations. The PM will ensure there is viewing equipment available for the critiquing process. The Contractor will provide constructive feedback to each participant during the training session as required in 5.15.

4.6 A pre- and post-test will be created and administered by the Contractor. The pre-test will be given the first day of the first training week and the post-test will be given during the final week of training. The test will include 2-3 question for each training module listed in section 5 below. Based on the results of the pre-test, the Contractor will coordinate with the PM to assess areas that participants need improvement and agree on the training needs, taking into account learning styles and personalities of the participants throughout the program. The post-test results will be evaluated by the Contractor. It is expected to have the individual scores increase from the pre- to post-test by 10-30% to show the participants knowledge has increased based on course materials and training. Results and exams of pre- and post-test will be provided to

COR.

4.7 Contractor will provide a program completion plaque for each participant and will work with PM to obtain ASC Commanding General’s signature.

5. Training Topics: The training for this program will address, but is not limited to, the following knowledge, competencies and skills. All training builds to culmination at the end of the program.

5.1 Leadership Overview

5.2 Leadership Book (e.g., “Crucial Conversations”, “Peaks and Valleys”, or other books coordinated with the PM)

5.3 Types of Leadership (e.g., Situational, Servant, etc.)

5.4 Organizational Development

5.5 Management versus Leadership

5.6 Decision Making

5.7 Change Management (Individual Growth or Development)

5.8 Job Passion

5.9 Communication

5.10 Team Building

5.11 Coaching and Mentoring (clarification of roles) with means to develop competencies of interpersonal skills and partnering

5.12 Writing Skills

5.13 Team based problem solving with means to develop the following competencies:

a. Interpersonal skills

b. Oral communication

c. Written communication

d. Creativity and innovation

e. Strategic thinking

f. Conflict management

g. Leveraging diversity

h. Team building

i. Decisiveness

j. Problem solving

k. Partnering

l. Influencing/negotiating

5.14 Assessment Tools (at a minimum for the following topics: writing, change management, team building, decision making, internal/external awareness and communication)

5.15 Presentation Skills – to include practice briefings, project in process reviews (during resident training weeks two, three and four), critiques, podium use and practice of graduation program. Each participant will be required to provide an impromptu testimonial of their Journey to Leadership experience (during the fourth resident week of training). The Contractor and PM will ensure that the testimonial reflects a positive image of the participant, ASC, and other tenant organizations. The PM, with recommendation from the Contractor, will select four participants to provide their testimonials at the graduation ceremony.

6. Other Contractor Requirements: Contractor will limit contact with participants to classroom and coaching setting. No pictures taken throughout the program will be used by the Contractor.

7. Graduation Week Activities: Learning modules will be taught throughout graduation week as time permits, which will take place during the fifth session. Team presentations, speaker notes and other presentation techniques (e.g., use of microphones, video clips, presentation skills, etc.) will be reviewed. This will include constructive feedback during dry runs. The Contractor, PM, and participant teams will be required to work necessary hours (within the normal business day) in order to complete their presentations to the level necessary for graduation. This includes, but is not limited to, the number of times the team(s) practice their briefings during graduation week, reviewing, recommending changes to briefings, etc. This will also require the Contractor to have flexible scheduling of class modules during this week in order to ensure participants strive to be successful in the graduation presentation. The PM will provide conference room facilities and the Contractor will facilitate/supply graduation week activities such as dry run, dress rehearsal, Graduation ceremony, participant plaques, etc. The Contractor will also need to provide laptop for the graduation, same as during the training weeks.

8. Special Qualifications: The Contractor must have comprehensive knowledge and experience working with DA missions, and its current and world-wide status. Instructors must have the following combined qualifications:

8.1 A minimum of 5 years’ experience in designing and delivering all of the leadership development modules listed in section 5 above.

8.2 Served as civilian in the government workforce working in the Department of Defense or Department of the Army for at least 10 years. Civilian service must have been within the last 10 years and/or Contractor must be currently doing business with the Government with acceptable performance.

8.3 A minimum of 5 years’ experience in coaching participants, one-on-one and in a team environment, in areas of conflict resolution, mediation techniques, coaching and counseling practices, personal accountability, and communication, and/or a certification in executive coaching.

8.4 Certified to provide feedback on a 360 Degree Assessment and MBTI in-depth personality instruments/assessments.

8.5 A minimum of 5 years’ experience developing, customizing, delivering, and explaining personality and behavior assessments. Ability to provide participants with useful methods of applying this knowledge when working with different personalities in the workplace and with customers.

8.6 A minimum of 5 years’ experience delivering and explaining assessments on topics such as Team Building, Problem Solving, and Communication. Must have assessments for other modules as needed.

9. Antiterrorism (AT) and Operations Security (OPSEC):

9.1 AT Level I Training. This provision contract text is for Contractor employees with an area of performance within an Army controlled installation, facility or area. All Contractor employees, to include subcontractor employees, requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The Contractor shall submit certificates of completion for each affected Contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 30 calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website:

https://jkodirect.jten.mil/

9.2 Access and general protection/security policy and procedures. This standard language is for Contractor employees with an area of performance within Army controlled installation, facility, or area. Contractor and all associated sub-contractors employees shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR Clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DoD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in Contractor security matters or processes.

9.3 For Contractors that do not require a Common Access Card (CAC), but require access to a DoD facility or installation. Contractor and all associated sub-contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05/AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

9.4 iWATCH Training. This standard language is for Contractor employees with an area of performance within an Army controlled installation, facility or area. The Contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local 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 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 30 calendar days after contract award.

10. Quality Assurance: The government shall 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 minimum satisfaction rate as reported by the program participants. The COR will require daily evaluations from the students on whether the program is meeting objectives, instructor performance, training material, etc. The COR will be responsible for providing feedback to the Contractor regarding daily evaluations by noon the following day.

11. Contractor Manpower Reporting (CMR): The Contractor shall report ALL Contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract Installation Access Control System via a secure data collection site. The Contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/, and then click on “Department of the Army CMRA” or icon of the DoD organization that is receiving or benefitting from the contracted services. Reporting inputs shall be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2017. Contractors may direct questions to the help desk by clicking on “Send an email” which is located under the Help Resources ribbon on the right side of the login page of the applicable Service/Component’s CMR website.

12. Contracting Officer Representative (COR): A Contracting Officer Representative COR) will be appointed by the Government for the Performance Work Statement (PWS) and will work in accordance with the COR letter signed by the Contracting Officer. All submittals, correspondence, and formal discussions will be coordinated with the COR.