14-Q-0100_Solicitation_Amend_2.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to correct the business catagory on the solicitation from Emerging Small Business to just Small Business, and add the QASP to the Performance w ork statement.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 13

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 17-Sep-2014

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W91238-14-Q-0100

X 9B. DATED (SEE ITEM 11)

26-Aug-2014

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

17-Sep-2014

CODE

US ARMY CORPS OF ENGINEERS, SACRAMENTO

CONTRACTING DIVISION

1325 J STREET

SACRAMENTO CA 95814-2922

W91238 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W91238-14-Q-0100

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The Acquisition Set Aside has changed from Emerging Small Business to Small Business.

The following have been modified:

PERFORMANCE WORK STATEMENT

FY 2015-19 South Pacific Division Leadership Development Program

Leadership / Training Consulting Services

1.0 GENERAL PROJECT DESCRIPTION: This performance work statement (PWS) describes the leadership and training services to be provided by the contractor which are necessary for successful execution of the South Pacific Division (SPD) Leadership Development Program (LDP). Participating in the program will vary but on average there will be approximately 7 to 12 participants for each program year. The program will include 4 weeks of duty time offsite and 40 hours of virtual instruction or interactive participation, of which the contractor will attend or lead each session.

2.0 PROJECT BACKGROUND:

The South Pacific Division Leadership Development Program was established in May 1999 to provide a structured opportunity within the division for leadership development across all functional areas and career programs/fields through exposure to relevant training and practical experience. It is the aim of this program to build individual confidence, encourage innovation and develop leadership skills and understanding of how the U.S. Army Corps of Engineers fits into the “big” picture among other federal, state and local agencies. The program requires a commitment of duty time and off duty time. There will be approximately 4 weeks of duty time for activities associated with completing the mandatory program elements along with 40 hours of virtual instructional materials and forums, and off- duty commitment by participants (equal or greater than the 4 weeks of duty time). There will be approximately 7, and no more than 12, participants selected each fiscal year. Participants should successfully complete the program’s common and selected option features within the program year running from 1 October to 30 September. This includes participating in all mandatory training and completing all reading, written assignments and reports. Each class ends with a capstone event which includes a presentation of a Certificate of Completion from the Division Engineer during a graduation ceremony.

2.1 The goals of SPD Leadership Development Program are the same as the overall program goals:

Understand how to lead organizational change Develop results-driven skills Develop business acumen Develop and maintain a learning organization Develop leadership skills and inspire people Build teamwork and coalitions

Build and develop relationships and networks Understand the USACE enterprise-wide perspective and the changing environment in which it operates Understand the value of diversity

See section 4.0 for Description of work and services.

3.0 General Roles and Responsibilities

3.1 Contractor Responsibilities: The contractor will be expected to perform the following duties, including but not limited to, those items below and further outlined in the PWS:

Providing educational materials aligning with the Engineering Regulation (ER) 690-1-1214, Civilian

Personnel, USACE Leadership Development Program (LDP), Appendix A for Tier III proficiencies to include Leading Change, Leading People, Results Driven Business Acumen, Building Coalitions, and Enterprise-Wide Perspective.

Responsible for program leadership, including development of a schedule of all deliverables and their respective dates for the entire year, accountability for content, delivery, and outcomes of the leadership program.

Plans, teaches, coaches, and facilitates/participates in meetings with LDP participants.

Identifies, distributes, evaluates, and discusses a minimum of 5 leadership style assessments for each LDP participant.

Prepares and distributes all rubrics, reference materials, and assessment analysis for each participant.

Provide individual coaching for each LDP participants a minimum of 4 times throughout the program year Maintains one common electronic web board for LDP use, including building and maintaining web-board to track all activities each month, assignments, submitted documents, completion dates and generally tracks progress of all LDP program participants.

Provides SPD LDP coordinator monthly reports on progress and assessment of the participants at the time they invoice for each month.

Provides complete and detailed invoices for each activity being billed each month.

Provides support and maintains contact with the LDP participants throughout the program year.

Assists Regional Steering Committees by providing feedback and progress of the program weeks in support of LDP participants while they work towards meeting their Division program requirements.

Attends all LDP meetings/sessions as scheduled during the program year, with the exception of

Washington, D.C. week in which contractor shall not be expected to attend in person.

Not more than two (2) individuals shall provide the facilitation, training, and face-to-face aspects of these services.

3.2 SPD Program Manager Responsibilities (Government):

Provides oversight and policy guidance Participates and approves the curriculum annually Attendance – discretionary

3.3 SPD Project Manager (Government):

Assists with coordinating together speakers for program meetings/sessions Participates and approves the curriculum annually Coordinates internal support to LDP participants Arrange internal speakers Handles logistics for meetings/sessions and training as required Attends all sessions/meetings and VTC/teleconferences Arrange all contracts for support of the LDP program as outlined in the SOW and the LDP program memo.

Responsible for ensuring payment of contractor invoices Attendance – discretionary

4.0 DESCRIPTION OF WORK AND SERVICES: The leadership development program is divided into four (4) program weeks and a series of virtual sessions:

Week I – Orientation - Personal /Managerial/Organizational Development;

Week II – Leadership and Teams, Skills in Public Administration;

Week III – Washington D.C. – National Policy week;

Week IV – Enterprise Leadership;

Virtual Sessions – Various Leadership Topics.

The Contracting Line Items numbers (CLIN’s) include information from the program syllabus and the expected accomplishments for all members of the LDP class, including the related module number. The program includes off sites during the one-year period involving specific meetings/actions. The program is ongoing throughout the year, requiring support from the contractor as indicated below.

(Note: An * below indicates a mandatory participant requirement for completion of the program).

4.1 0001 - Base Period (includes Optional Periods).

CLIN’s 0001 for the Base Period, and 1001, 2001, 3001, and 4001, for Option Periods 1 through 4 respectively, shall be the sum total or AMOUNT of all of the line items within each specific year identified to include line items 0001 through 00010. The contractor shall be responsible for providing all unit costs and total costs for each individual line item. Incomplete line items and bid schedules may constitute grounds of disqualification from the selection process.

4.1 0001 - Curriculum Development. Includes the efforts of the contractor necessary to develop the curriculum, coordinate the dates with the SPD regional meetings, and consult and gain approval and publish the final annual curriculum and rubrics for the program. After the base year, the contractor shall only provide costs necessary to modify the previous year curriculum for the consecutive year, as necessary.

4.1.1 0001AA - Development of Draft Program Curriculum.

Utilizing the existing parameters and topics provided, the contractor shall prepare a draft curriculum for the program. Curriculum shall include, but not be limited to the contractor’s proposed plan for completion of line items noted below, including proposed instructional materials and methods of instruction. Items in which requires specific attention in the curriculum include:

The draft class rubric providing an outline of expectations, outcomes, and activities with scheduled dates coinciding with SPD regional forums, instructions on assignments, identification of all of the assessments, mentoring and coaching session orientation curriculum, an identification of the web tracking board and instructions on how to use it, and preparation of a draft orientation package for the LDP participants.

The draft curriculum for training LDP participants aligned with the Engineering Regulation (ER) 690-1- 1214, Civilian Personnel, USACE Leadership Development Program (LDP), Appendix A for Tier III proficiencies.

Development of the Web Board capturing all calendar activities, dates, assignments, and tracks participant’s completion of assignments and monthly reporting requirements.

A mentoring plan providing mentoring guidelines, preparation of mentoring materials, preparation of a participant/mentor assessment form, and tracking participants’ approved mentor assignments.

A Coaching plan identifying an outline of coaching expectations and outcomes, an outline of coaching topics recommended for discussion, to provide support materials for use by Districts to help in coaching their LDP participants.

Proposed “Washington D.C. Week” pre-trip and post-trip writing assignments for participants in which will help prepare them for the experience and identify the learning moments after they have returned.

The proposed methodology for using 5 proposed assessments in which clearly defines: what the assessment is meant to provide; instructions and assignments for taking the assessments; the review of the assessment results with participants; and the anticipated benefits of each to the individual and the team.

The proposed feedback instrument(s) with metrics for tracking participant progress (and participant opinions); and a proposed format for the Monthly Status Reports, After Action Reports (AARs) and post program assessment. A plan for tracking of elements and completion of the reports as required by the tasks below.

Web – Board: The contractor shall be responsible for the building/maintaining the web-board, the contractor shall include a plan for posting LDP information (AAR, etc.) on the web-board for easy access to the LDP participants.

4.1.2 0001AB - Finalize Program Curriculum. Based on feedback and coordination with Senior SPD Program Manager, the contractor shall finalize the program curriculum within one (1) calendar week after meeting with SPD Program Manager on draft curriculum. The finalized curriculum shall be provided to the Contracting Officer’s Representative (COR) for review and acceptance.

4.1.3 1001AA - Modifications to Approved Program Curriculum for Optional Years. For each optional year awarded after the base year, there will be no draft curriculum development. Modification cost shall include adjustments to the approved curricula from the base year. These adjustments shall be minor and based on feedback and coordination with Senior SPD Program Manager. The contractor shall finalize the program curriculum within one (1) calendar week after discussion with SPD Program Manager on revised curriculum. The finalized curriculum shall be provided to the Contracting Officer’s Representative (COR) and Senior SPD Program Manager for review and approval.

4.2 0002 - Per Student Items. The items under this paragraph are identified as required items per student shall be multiplied by the number of students. The number of students for the each year will be finalized prior to the start of the school year. Billing for the line items included in this section is based on student count.

4.2.1. 0002AA - Assessments - Per Student Items. The items under this paragraph are identified as five different types of leadership assessments (e.g. Meyers Briggs, 360, etc) shall be priced per assessment per student. The number of students for the each year awarded will be finalized prior to the start of the school year. Billing for the line items included in this section is based on student count.

4.2.1. 0002AB - Coaching - Per Student Items. The items under this paragraph are identified as 4 individual coaching sessions per student per year. Each coaching session shall be structured to identify the expectations and outcomes, and establish topics of discussion prior to each session, as well as follow up on any identified actions and tasks from each session. The number of students for the each year awarded will be finalized prior to the start of the school year. Billing for the line items included in this section is based on student count.

4.3 0003 - Program Week 1- Orientation. The items under this paragraph are in association with the first face to face orientation week with the participants. The contractor shall follow the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). The contractor shall be prepared to review the entire program with the students during this on site week, as well as provide the initial learning session materials.

This will be an orientation meeting for all SPD LDP participants. The participants will receive an orientation on program expectations and requirements, as well as an introduction to the regional team project. This meeting will give participants their first opportunity to partner with others, discuss the regional team project. From the early stages of the program, participants are briefed on on-going initiatives and current issues to provide for situational awareness and cross-referencing of issues.

4.3.1 0003AA - Initial Program Week Coordination and Preparation. The contractor, working with SPD Program Manager, in accordance with the finalized curriculum, shall provide all assessments, pre-work assignments, articles and tools to the participants at a minimum of one month in advance of this face-to-face week with assigned deadlines established in the curriculum tracker. This line item shall only be used if there are minor changes to the curricula, such as inclusion of USACE field trips or engagements not accounted for in the approved curriculum which requires an adjustment of the course materials. Total number of hours shall not exceed 24.

4.3.2 0003AB - Coordinate Pre-Work Assignments with Participants. The contractor, working with SPD Program Manager, in accordance with the finalized curriculum, shall provide printed bound program notebooks for each participant. Included in the notebook shall be materials, but not limited to, an orientation briefing and program rubric, program assignment matrix with dates, agenda, mentoring materials and an orientation package clarifying roles of those associated with the LDP program and expectations of the LDP participants during the 12-month program, including discussion of each mandatory program task. Items to be presented and discussed at the orientation include the feedback instrument with metrics for tracking participant progress (including a 360 degree feedback evaluation) and participant opinions; mentoring guidelines, mentoring materials, and a participant/mentor assessment form. In addition to the orientation of the program, the contractor shall provide instructional interactive modules on personal, managerial, and/or organizational development in accordance with ER 690-1-1214, as required in CLIN 0001AA. The contractor shall communicate all pre-work, assessments, and assignments with the RLDP participants no later than one month prior to the completion deadlines. This shall be done via the web board and with an email reminder within two weeks of deadline directly with each of the participants. The contractor shall track all pre-work submitted requirements of the participants, targeting a 100% completion prior to the deadline, which is to be reported in the monthly status report to SPD management.

4.3.3 0003AC - Facilitate Orientation. The contractor shall provide facilitator(s) from Monday morning through Friday afternoon, for a total of 40 hours. These facilitator(s) shall have reviewed all participants’ information, ensure they have an understanding of each of the participant’s background and experience. The contractor shall provide all the materials developed for the program curriculum to include, but not be limited to, a compilation of the rubric, schedule of assignments, description of assessments to be taken, introduction to the web board and instructions on how to use it, and learning materials for the sessions included in Week 1. The contractor shall also provide orientation on program expectations and requirements of the monthly activities, mentoring and coaching feedback requirements. The goal of the course is for the participants to increase their self-awareness and be able to understand and build teams. This meeting will give participants their first opportunity to partner with others, discuss the regional team project (which will be coordinated with the SPD Program Coordinator). The course will be in conjunction with the SPD LDP base year and all optional years awarded. Program Orientation Attendance is required to kick-off the year long program. The course will be held each program year at a place to be determined.

4.3.4 0003AD - Review and Provide Feedback to Participants on Assignments Due-Out. The contractor shall review and provide feedback on all participants’ assignments. The contractor shall maintain records of assignments, assessments, coaching sessions, and recommendations make with each individual participant to be reviewed periodically throughout the year. The contractor will be tracking progress of as outlined in pre-work and post-work assignments, the results of assessments, Monthly Status and After Action Reports and use of the web board to capture all of the results, so the information remains confidential to each participant.

4.3.5 0003AE - Provide Program Week Evaluation. At the conclusion of each program week the contractor shall develop an evaluation of the content of the week to be completed by the attending participants. The contractor shall compile, analyze, and submit the results of this evaluation in a report within 2 weeks after the session.

4.4 0004 - Program Week 2- Leadership and Teams. The items under this paragraph are in association with the second face to face week with the participants. The contractor shall follow the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). The contractor shall facilitate this week long session around the topics of leadership and team building in accordance with the approved curriculum.

Program week begins Monday morning and concludes Friday afternoon.

4.4.1 0004AA - Initial Program Week Coordination and Preparation. The contractor, working with SPD Program Manager, in accordance with the finalized curriculum, shall provide all assessments, pre-work assignments, articles and tools to the participants at a minimum of one month in advance of this face to face week with assigned deadlines established in the curriculum tracker. This line item shall only be used if there are minor changes to the curricula, such as inclusion of USACE field trips or engagements not accounted for in the approved curriculum which require an adjustment of the course materials. Total number of hours shall not exceed 24.

4.4.2 0004AB - Coordinate Pre-Work Assignments with Participants. The contractor shall communicate all pre-work, assessments, and assignments with the RLDP participants no later than one month prior to the completion deadlines. This shall be done via the web board and with an email reminder within two weeks of deadline directly with each of the participants. The contractor shall track all pre-work submitted requirements of the participants, targeting a 100% completion prior to the deadline, which is to be reported in the monthly status report to SPD management.

4.4.3 0004AC - Facilitate Orientation. The contractor shall plan to provide facilitator(s) to facilitate from Monday morning through Friday afternoon, for a total of 40 hours. This facilitator(s) shall have reviewed all participants’ information, ensure they have an understanding of each of the participant’s background and experience. The contractor shall provide all the materials developed for the approved program curriculum for face-to-face program week 2. In addition to the established curriculum, the facilitators shall encourage off duty discussions of the regional team project, which they may choose to attend. The course will be held each program year at a place to be determined.

4.4.4 0004AD - Review and Provide Feedback to Participants on Assignments Due-Out. The contractor shall review and provide feedback on all participants’ assignments. The contractor shall maintain records of assignments, assessments, coaching sessions, and recommendations make with each individual participant to be reviewed periodically throughout the year. The contractor will be tracking progress of as outlined in pre-work and post-work assignments, the results of assessments, Monthly Status and After Action Reports and use of the web board to capture all of the results, so the information remains confidential to each participant.

4.4.5 0004AE - Provide Program Week Evaluation. At the conclusion of each program week the contractor shall develop an evaluation of the content of the week to be completed by the attending participants. The contractor shall compile, analyze, and submit the results of this evaluation in a report within 2 weeks after the session.

4.5 0005 - Program Week 3 – National Policy. The items under this paragraph are in association with the preparation of the participants for their week in Washington D.C. and their third week together. The contractor shall follow the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). This week participants will travel to Washington, D.C. and experience an overview of Government practices and policies, and a firsthand look at the government in action. Government personnel are responsible for preparation and logistics for this week. A visit to Headquarters, U.S. Army Corps of Engineers (HQUSACE) and the Pentagon will be part of the course and arrangements will be made to meet senior leaders from USACE, Pentagon (ASACW), and ACSIM. Participants will meet with USACE Senior Executive Service Members, General Officers, and other senior leaders throughout the year. The Washington D.C. National Policy Process Week will include a visit to the HQUSACE and the Pentagon. After each meeting, participants should spend time analyzing lessons learned and seeking connections with the work they do in SPD. While it the contractor shall not participate in the Washington course work, for they shall provide readings and a pre-trip and post-trip writing assignment will supplements. This program week may occur at various times throughout the year depending on scheduling constraints.

4.5.1 0005AA - Coordinate Pre-Work Assignments with Participants. The contractor shall communicate all pre-work assessments and assignments with the RLDP participants no later than one month prior to the completion deadlines. This shall be done via the web board and with an email reminder within two weeks of deadline directly with each of the participants. The contractor shall track all pre-work submitted requirements of the participants, targeting a 100% completion prior to the deadline, which is to be reported in the monthly status report to SPD management.

Labor and other direct costs (excluding travel costs) and indirect costs associated shall be priced under contract line items 0005AB, 1005AB, 2005AB, 3005AB, and 4005AB.

4.5.2 0005AB - Review and Provide Feedback to Participants on Assignments Due-Out. The contractor shall review and provide feedback on all participants’ assignments. The contractor shall maintain records of assignments, assessments, coaching sessions, and recommendations make with each individual participant to be reviewed periodically throughout the year. The contractor will be tracking progress of as outlined in pre- and post work assignments, the results of assessments, Monthly Status and After Action Reports and use of the web board to capture all of the results, so the information remains confidential to each participant.

Labor and other direct costs (excluding travel costs) and indirect costs associated shall be priced under contract line items 0005AC, 1005AC, 2005AC, 3005AC, and 4005AC.

4.5.3 0005AC - Provide Program Week Evaluation. At the conclusion of each program week the contractor shall develop an evaluation of the content of the week to be completed by the attending participants. The contractor shall compile, analyze, and submit the results of this evaluation in a report within 2 weeks after the session.

Labor and other direct costs (excluding travel costs) and indirect costs associated shall be priced under contract line items 0005AD, 1005AD, 2005AD, 3005AD, and 4005AD.

4.6 0006 - Program Week 4 - Enterprise Leadership. The items under this paragraph are in association with the fourth face-to-face week with the participants. The contractor shall follow the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). As a capstone to the yearlong program, class members will present the results of the regional team project to assembled regional leaders. Directly after the delivery of the project, the participants will graduate. The location is to be determined.

4.6.1 0006AA - Initial Program Week Coordination and Preparation. The contractor, working with SPD Program Manager, in accordance with the finalized curriculum, shall provide all assessments, pre-work assignments, articles and tools to the participants at a minimum of one month in advance of this face-to-face week with assigned deadlines established in the curriculum tracker. This line item shall only be used if there are minor changes to the curricula, such as inclusion of USACE field trips or engagements not accounted for in the approved curriculum which requires an adjustment of the course materials. Total number of hours shall not exceed 24.

4.6.2 0006AB - Coordinate Pre-work Assignments with Participants. The contractor shall identify and communicate all incomplete pre-work, assessments, and assignments with the RLDP participants no later than one month prior to the completion deadlines. This shall be done via the web board and with an email reminder within two weeks of deadline directly with each of the participants. The contractor shall track all pre-work submitted requirements of the participants, targeting a 100% completion prior to the deadline, with their recommendations to SPD management for which participants shall be graduating with certificates of completion.

4.6.3 0006AC - Facilitate Enterprise Leadership. The contractor shall attend the presentation and facilitate final feedback from the class as the program year ends, facilitate a discussion of the role of alumni in the organization, participate in LDP Lessons Learned and class presentations to the conference attendees, and summarize lessons learned to the Senior SPD Manager and Senior Leaders. The course will be held each program year at a place to be determined.

4.6.4 0006AD - Review and Provide Feedback to Participants on Assignments Due-Out. The contractor shall review and provide feedback on all participants’ assignments. The contractor shall maintain records of assignments, assessments, coaching sessions, and recommendations make with each individual participant to be reviewed periodically throughout the year. The contractor will be tracking progress of as outlined in pre- and post work assignments, the results of assessments, Monthly Status and After Action Reports and use of the web board to capture all of the results, so the information remains confidential to each participant.

4.6.5 0006AE - Provide Program Week Evaluation. At the conclusion of each program week the contractor shall develop an evaluation of the content of the week to be completed by the attending participants. The contractor shall compile, analyze, and submit the results of this evaluation in a report within 2 weeks after the session.

4.7 0007 Virtual Sessions

4.7 0007 - Leadership and Virtual Sessions. The items under this paragraph are in association with conducting of virtual sessions with the participants. The contractor shall follow the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). The contractor shall facilitate these sessions around the topics in accordance with the approved curriculum. Virtual sessions may be scheduled throughout the program year for a cumulative total of 40 hours, not to exceed six hours per session.

4.7.1 0007AA - Initial Program Week Coordination and Preparation. The contractor, working with SPD Program Manager, in accordance with the finalized curriculum, shall provide all assessments, pre-work assignments, articles and tools to the participants at a minimum of one month in advance of this face-to-face week with assigned deadlines established in the curriculum tracker. This line item shall only be used if there are minor changes to the curricula, such as inclusion of USACE field trips or engagements not accounted for in the approved curriculum which requires an adjustment of the course materials. Total number of hours shall not exceed 24.

4.7.2 0007AB - Coordinate Pre-Work Assignments with Participants. The contractor shall communicate all pre-work, assessments, and assignments with the RLDP participants no later than one month prior to the completion deadlines for each of the virtual sessions. This shall be done via the web board and with an email reminder within two weeks of deadline directly with each of the participants. The contractor shall track all pre-work submitted requirements of the participants, targeting a 100% completion prior to the deadline, which is to be reported in the monthly status report to SPD management.

4.7.3 0007AC - Facilitate Leadership and Virtual Sessions. The contractor shall plan to provide facilitator(s) to facilitate on each of the virtual sessions for a cumulative total of 40 hours. These virtual sessions shall be interactive, using video, audio, and other technologies as necessary for communicating with the participants. The contractor shall provide all the materials developed for the approved program curriculum for each of the nine virtual sessions. The virtual course work shall be scheduled around the face-to-face program weeks with topics approved as part of the annual curriculum.

4.7.4 0007AD - Review and Provide Feedback to Participants on Assignments Due-Out. The contractor shall review and provide feedback on all participants’ assignments for each of the virtual sessions. The contractor shall maintain records of assignments, assessments, coaching sessions, and recommendations make with each individual participant to be reviewed periodically throughout the year. The contractor will be tracking progress of as outlined in pre-work and post-work assignments, the results of assessments, Monthly Status and After Action Reports and use of the web board to capture all of the results, so the information remains confidential to each participant.

4. 7.5 0007AE - Provide Virtual Session Evaluation. At the conclusion of each virtual session the contractor shall develop an evaluation of the content of the week to be completed by the attending participants. The contractor shall compile, analyze, and submit the results of this evaluation in a report within 2 weeks after the session.

4.8 0008 CONTINUING PROGRAM ACTIVITIES

4.8.1. 0008AA - Contractor SPD Leadership Planning Meeting. The contractor shall provide no more than two representatives to attend a one day meeting with SPD senior leadership prior to the initiation of the draft curriculum in the base year of this contract, or the modified curriculum for each consecutive optional year awarded. This line item includes all costs associated with traveling to and returning from contractor origination to attend the meeting in San Francisco, CA.

4.8.2. 0008AB - Monthly Activities and Status Reports. The contractor shall provide a monthly status report to include an outline of planned and approved assessments, assignments, activities, the ongoing program activities as the approved curriculum in CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA).

The contractor shall also provide any recommendations and feedback they have received from the participants monthly. The report shall be provided as outlined in paragraph 6.0, submittals, in conjunction with submission of a monthly invoice.

4.8.3. 0008AC - Monthly Tracking and Monitoring on Web Board – Contractor shall track participant accomplishment of all assignments, completion of assessments, and submittal of all due outs, mentoring and coaching sessions, and reports on a web board style electronic tool, similar or equal to the Black Board tool many educational institutions use. The initial set up of this web board shall be completed under CLIN 0001AB and each optional year (CLINs 1001AA, 2001AA, 3001AA, 4001AA). This line item shall include the tracking and monitoring of completed assignments, and publishing of the feedback and comments. This information shall remain visible, accessible, and confidential to the individual participants, and to the SPD Leadership Program Coordinator.

4.8.4. 008AD - Miscellaneous Coordination - The contractor shall be flexible to the continuously changing environment and policies. As situations arise, and/or changes are mandated to current policies and budgets, modifications to the approved curriculum many become necessary. If the need arises during any of the off sites, the contractor will coordinate with the Senior SPD Program and Project Managers on the need to incorporate supplementary leadership training into the program. Incorporating supplementary training shall only occur after written COR approval of the additional curriculum, materials, and proposed effort. Any incorporation of supplemental leadership training shall dovetail with the existing curriculum. The contractor shall coordinate with the Logistics / Coordination Manager for all miscellaneous meetings and use of other USACE contractors. This effort shall not exceed more than a cumulative 100 hours per year.

4.9. 0009 - Post Program Evaluation - Each LDP graduate will complete a program evaluation, which will be forwarded to the Senior SPD Program Manager, the Senior SPD Project Manager and their local District Steering Committee. The contractor shall develop and distribute this evaluation summarizing the entire year of activities, assignments, assessments, and reports, and establish a scoring matrix for the entire year, with opportunities to share feedback at the end of each section. The contractor shall distribute the program evaluation documents to participants during the closeout session and track their return to the Senior SPD Program Manager. The contractor will not have access to the completed documents.

5.0 00010 - Mobilization – This item includes all costs associated with providing and set up of personnel, equipment and supplies to the various training/meeting sites.

6.0 SUBMITTALS / DELIVERABLES:

6.1 Schedule of Submittals/Deliverables. The contractor shall provide an original and three (3) hard copies of each document and one electronic copy in Microsoft Office suite software format (preferably via email) of the following items in accordance with the schedule for each task outlined below:

6.1.1. Development of Draft/Modified Program Curriculum (CLINs 0001AA) – Due 2 calendar weeks after contract award (for the basic period or after an option is exercised) to the Senior SPD Program Manager.

6.1.2. Finalize/Modified Curriculum (CLINs 001AB, 1001AA, 2001AA, 3001AA, 4001AA) – Due 1 calendar week after meeting with Senior SPD Program Manager on draft or the option year curriculum.

6.1.3. Program Week AARs (CLINs, 0003AE, 1003AE, 2003AE, 3003AE, and 4003AE, 0004AE, 1004AE, 2004AE, 3004AE, and 4004AE, 0005AD, 1005AD, 2005AD, 3005AD, and 4005AD, 0007AE, 1007AE, 2007AE, 3007AE, and 4007AE) – Due 10 calendar days after completion of program to the Senior SPD Project Manager.

6.1.4. Monthly Status Reports (CLINs, 0008AB, 1008AB, 2008AB, 3008AB, and 4008AB) – Due no later than 10 days following the last day of the month.

6.1.5. Final Post Program Summary Report (CLINs 0009, 1009, 2009, 3009, and 4009) - Due 10 calendar days after the Strategic Planning Conference to both the Senior SPD Program and Project Managers.

6.2 Submittal Address.

All submittals shall be delivered as follows:

Original, Three (3) copies, and electronic copy:

U.S. Army Corps of Engineers Attn: CESPK-CT-B (Services – Tilden Brooks Jr.)

1325 J Street Sacramento, CA 95814-2922 tilden.l.brooks@usace.army.mil Ph: (916) 557-7929 Fax: (916) 557-7854

One electronic copy:

US Army Corps of Engineers, Contracting Email address: tilden.l.brooks@usace.army.mil

7.0 INVOICES AND CONTRACT PAYMENTS:

7.1 INVOICES. Invoices for payment shall be submitted upon completion of tasks as outlined in the pricing schedule. Payments shall not be made for monthly progress unless the task is specifically designated as a monthly task and priced accordingly in the pricing schedule.

Invoices shall include all necessary information, including any necessary receipts and shall be submitted to:

Original invoice only WITHOUT additional information or supporting documentation:

USAED, Finance Center Attention: CEFC-AO-P 5270 Integrity Drive Millington, TN 38054-5005

Original and two copies plus one electronic copy, including all receipts:

US Army Corps of Engineers, South Pacific Division Attention: CESPD-RBM 1455 Market Street, Room 2093 San Francisco, CA 94103-1399

7.2 CONTRACT PAYMENTS. The Government shall pay the Contractor upon submission of proper invoices for services delivered and accepted for the portion of the work actually performed under the contract.

Payment shall be made as indicated in the contract’s Payment Schedule, not on percentage of completion.

Deliverables as defined in the Payment Schedule of the contract must be accepted by the Government before payment will be made.

8.0 PERIOD OF PERFORMANCE. The initial period of performance shall be approximately 365 calendar days from award of the contract (Date of Award or September 1, whichever is later) through September 30 2015.

8.1 OPTIONS.

The contractor’s period of performance may be extended for four additional one-year periods. Award for the first option period may be made prior to expiration of the base period of performance at the Government’s discretion if award of the option is determined to be advantageous to the Government. Award of the second option period may be made prior to expiration of the first option period at the Government’s discretion if award of the option is determined to be advantageous to the Government. The total contract period of performance shall be for 60 months, if the Government awards all option periods.

9.0 CONTRACT GUIDANCE.

The contractor is cautioned not to take guidance through changes of time schedules or cost, (increase or decrease), from any source other than the Contracting Officer. Changes affecting cost or schedule approved by the Contracting Officer will be in the form of an official, signed modification to the contract before the change is implemented. The Contracting Officer may assign, in writing, a representative to act on his/her behalf for some contract matters. If a Contracting Officer's Representative (COR) is assigned, the contractor will receive written notification of such assignment and an outline of those items within the COR’s delegated authority. The COR will be the primary point of contact on matters in regards to technical direction but not including any change (increases or decreases)impact cost/price or schedule. The contractor shall immediately notify the Contracting Officer of any requests, which deviate from the statement of work or which are outside the authority of the COR.

Quality Assurance Surveillance Plan (QASP) Contract No.: W91238-14-P-XXXX;

Base Year LDP and all Option Years Schedule Performance

Objective Performance

Standard Acceptable

Quality Level Methods of

Inspection and Frequency

Remedy

Schedule.

The contractor shall conduct tasking within the schedule provided in the PWS

PWS is performed without causing programmatic delay to the government nor violating the schedule provided in the PWS

Satisfactory:

Performance and products meet the standard with few exceptions, resulting in minimal delays.

Marginal:

Performance and products result in moderate delay or impact to programs.

Unsatisfactory:

Performance and products result in unacceptable (the government may incur additional costs) delay or impact to programs.

Task will be evaluated upon delivery of the required materials or service.

Inspections will be based upon government evaluation reports through the performance period. The overall performance rating will be assigned by the Contracting Officer’s Representative

(COR).

Contractors input and customer input/ surveys may also be considered at the discretion of the

COR.

Incentive:

Early schedule completion, Above Satisfactory rating on work performed;

Meet schedule requirements, Satisfactory rating on work performed;

Late schedule completion, Unsatisfactory rating on work performed.

Remedy:

Inspection of Services, FAR 52.212-4(a) applies:

The Government may require repair or replacement of nonconforming supplies or reperformance of nonconforming services at no increase in contract price. If the acceptable scheduling level falls below Satisfactory, additional task orders may not be issued.

(End of Summary of Changes)