Self Awareness Training PWS Pre-Solicitation Technical Brief.pdf

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Medical Center of Excellence

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Advanced Leadership Branch

PWS Pre-Solicitation Conference U.S. Army Medical Center of Excellence

Medical Center of Excellence

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• CoR: Mr. Scott Putzier, Deputy, Advanced Leadership Branch (ALB)

• Contracting Officer (KO): Ms. Yvonne Camarce, HRCO

• Contracting Specialist: Mr. Kenneth Marsh, HRCO

• Solicitation Issued: 28 October 2019

• Offer Due Date: 2 December 2019

• Non-Personal Services IDIQ Contract

MEDCoE Pre-Solicitation Conference

Medical Center of Excellence

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MEDCoE Pre-Solicitation Conference

Performance Work Statement (PWS)

Self-Awareness Training Services in Support of

Defense Health Agency (DHA) Military Treatment Facilities, Training And Doctrine Command (TRADOC), Medical Center Of Excellence (MEDCoE); Army Futures

Command (AFC); and Army Material Command (AMC)

1. Introduction. The contractor shall provide non-personal self-awareness training services and related or incidental supplies/items in support of Defense Health Agency (DHA ) Military Treatment Facilities (MTFs) in the Department of Defense (DoD) Military Health System (MHS ) Training and Doctrine Command (TRADOC), Medical Center of Excellence (MEDCoE); Army Futures Command (AFC); and Army Material Command (AMC). The contractor shall provide non-personal education and training services in accordance with (IAW) the terms and conditions of this contract, to include any terms and conditions defined in Task Orders (TOs) issued under this contract.

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5. DESCRIPTION OF WORK.

The contractor shall provide an enterprise-wide solution for self-awareness training, executive coaching, and supplies to include an applied self-awareness model focusing on beyond-behavior changes that influence interpersonal relationships, collaboration, and productivity. The major elements of this solution will include:

1) Commercial off-the-shelf (COTS) self-awareness training program customization to include Army and DHA/AMEDD-centric terminology;

2) Train-the-trainer certification and trainer sustainability;

3) Senior Executive/Leader training for self-awareness courses;

4) Telephonic coaching for senior leaders focused around leader self-awareness;

5) Application consultation workshops for the implementation of the self-awareness program; and

6) Self-awareness training supplies.

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1.1 BACKGROUND. The performance of this service (Section 5) will remain applicable to all MTFs regardless of the MTFs falling under the control of DHA prior to award, as well as for USAMEDCOM organizations that have been realigned to Training and Doctrine Command (TRADOC), Medical Center of Excellence (MEDCoE); Army Futures Command (AFC); and Army Material Command (AMC). This requirement builds on previous contracts that promoted the Army Surgeon General (TSG) directive to transform the organizational culture within USAMEDCOM.

TSG change goals included enhancing leadership capabilities, command personnel interaction, and individual personnel performance through behavioral modification and increased self-awareness.

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5.1. Train-the-trainer certification and trainer support. The contractor shall conduct train-the-trainer certification courses at dates and locations coordinated by the COR. In addition, the contractor shall provide ongoing trainer support through:

1) Monthly group trainer support sessions

2) Technical and product content support

3) Knowledge management.

5.1.1.1. The contractor shall conduct train-the-trainer courses utilizing its COTS version of training (uncustomized) as needed to certify trainers until such time as the customized COTS is available for use. Upon successful completion of the train-the-trainer course, the vendor will recognize and designate those attendees as certified to present vendor self-awareness program courses to DHA, TRADOC, AMC, AFC audiences using materials provided IAW this contract.

5.1.1.2. The contractor shall generally conduct train-the-trainer courses at US military installations or Government locations in the continental United States (CONUS); however they may be conducted at US military installations or Government locations outside the continental United States (OCONUS). The minimum class size is 10 participants. The maximum class size is 30 participants. The Government will provide the number of planned attendees at least 15 calendar days prior to the scheduled start date of a training session.

5.1.1.3. The contractor shall maintain a current list of certified trainers. The contractor shall provide an updated list of certified trainers to the COR within seven calendar days of completion of each train-the trainer course, or upon request of the

COR.

5.1.1.4. At the completion of each train-the trainer course, the contractor shall provide each participant a government-furnished course evaluation survey. These survey’s shall be returned to a COR appointed POC at the location to collect and return to the COR NLT seven days after the completion of the training session.

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5.1.2. Trainer Support. The contractor shall provide trainer support to include 1) monthly group trainer support sessions to all certified trainers, 2) technical and content product support and 3) knowledge management. Trainer support shall begin within 30 calendar days of Government personnel receiving their certification and shall continue for the duration of the contract. The contractor shall provide a trainer support monthly report to the COR NLT the fifth calendar day of each month. This report shall include 1) the list of personnel who participated in the monthly group trainer support session, and

2) minutes of the session. The contractor shall track monthly expenditures and incorporate into monthly trainer support report.

5.1.2.1. Monthly Group Trainer Support Sessions. The contractor shall conduct monthly support sessions for certified trainers as coordinated by the COR. These sessions may be in the form of teleconference and/or video teleconference.

These sessions shall facilitate skill improvement, knowledge transfer, and questions-and-answer responses. If a certified trainer is unable to attend the monthly support session, the contractor shall recommend e an alternate method of transmitting the information to the COR for COR approval. Access to the alternate method shall be provided to the COR NLT seven days following the support session.

5.1.2.2. Technical and Content Product Support. It is expected that the majority of questions will be covered in the monthly sessions described in paragraph 5.1.2.1. However, the contractor shall be available during normal operating hours (see paragraph 1.11) for supplementary technical and content product support. Support may include customer questions specific to the delivery of the training material or questions regarding the application of the contractor’s self-awareness model to a specific situation.

5.1.2.3. Knowledge Management. The contractor shall provide, to certified trainers, access to online forums, Frequently Asked Questions (FAQs), teleconferences, best practice working groups, video presentations, and other techniques.

Access shall be sufficient to allow participation and collaboration by certified trainers.

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5.1.3. COTS Customization. The contractor shall customize and update its COTS self-awareness model to incorporate terminology and examples (Narrative and/or video) that capture the culture and working environment of the organizations listed in paragraph 1, in accordance with the COR. The customized COTS shall support self-awareness training sessions.

5.1.3.1. Initial Customization. The contractor shall submit a detailed and comprehensive COTS customization plan to the COR for review NLT 30 days following contract award. This plan shall receive final review by the COR prior to beginning any customization work. The contractor shall complete its COTS customization, and make available the customized training material to the government NLT 180 days of contract award. The final customized material must receive final review and approval by the COR prior to distribution.

5.1.3.2. Updates. The contractor shall annually update its customized COTS model in accordance with commercial practice, to keep it current and relevant, and to keep the content and philosophies in line with other items commercially available from the contractor. Customized COTS updates shall also include new doctrine, terminology and examples as provided by the COR. The contractor shall notify the COR of such updates NLT 45 days in advance.

5.1.3.3. Any material customized for the execution of this contract shall be for the sole use of government and will include branding and packaging to differentiate the Customized material from the contractor’s COT materials. Release of these materials will need written consent from the KO.

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5.2. Senior Executive/Leader Training and Coaching. The contractor shall provide senior executive/Leader self-awareness training, telephonic executive coaching and on-site application consultation. The contractor shall prepare a customized training approach for senior executive training and submit it to the COR for review NLT seven calendar days prior to beginning training activities.

5.2.1. Senior Executive/Leader Self-Awareness Training. The contractor shall provide senior executive/Leader self-awareness training sessions on dates requested by the COR, but not earlier than (NET) 30 calendar days after being informed by the COR. The contractor shall provide the senior executive self-awareness training at a Government facility designated by the government. The minimum class size is 8 participants. The maximum class size is 45 participants. The Government will provide the number of planned attendees at least 15 calendar days prior to the scheduled start date of a training session. The Government will inform the contractor, as they become known, about any changes to the expected number of attendees. At the completion of each senior executive training session, the contractor shall provide each participant a government-furnished course evaluation survey and provide those collected responses to the COR NLT seven days after the completion of the training session.

5.2.2. Telephonic Executive Coaching. The contractor shall provide individual telephonic executive coaching, for up to six total hours over a six month period for each senior executive that completes the senior executive self-awareness training. The contractor shall provide additional resources including worksheets, publications, articles, and written exercises to support coaching activities. The contractor shall provide a monthly report to the COR, listing coaching participants, NLT the fifth day of each month, or as requested by the COR.

5.2.3. On-site Application Consultation. The contractor shall provide on-site application consultation work group sessions with select senior executives, their leaders and/or staff for the purpose pf providing an advance level of application of the self-awareness strategies to business actions. The COR will schedule the on-site consultation work group sessions with the contractor as needed. Application consultation work group sessions shall be up to 8 hours per session at a Government designated facility. Groups will range in size, but will generally have at least 8 individuals and a maximum of 45 individuals. The contractor shall provide work group application sessions on date/s requested by the COR, but NET 30 calendar days after being informed by the COR.

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5.3. Supplies.

5.3.1. Training Material. The contractor shall provide COTS training materials and supporting media products until such time as the customized COTS training material is made available. The contractor shall ship all training materials to the training site/organization as designated by the COR. The contractor provides a monthly delivery report listing materials ordered and shipping costs associated with orders no later than the fifth day of the month. Shipping costs will be reimbursed by the government. Media products shall be items such as, but not limited to, voice, audio, video, literature, website, virtual, mobile content, and other print or digital content IAW this PWS.

5.3.1.1. Aides. The contractor shall provide COTS-available job aides, memory aides, and similar items without any company markings. The contractor shall ship all items to the training site/organization as designated by the COR.

5.3.2. Updates. The contractor shall provide only the most current updated or refined version of any materials/items/products that are provided IAW this contract. Any updates that are done IAW this contract (e.g. train the trainer material) will need to be sent to the COR for approval.

5.3.3. Means of Delivery. The contractor shall accept delivery requests only from designated COR or ACOR via email or other methods. The contractor shall ship any material that cannot be delivered by digital means. The contractor shall ship materials to the training site/organization as designated by the COR for any train the trainer courses and/or other self-awareness material that is needed to accomplish the training. Shipping costs will be reimbursed by the government.

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Questions