W9123824Q0056 Amendment 0001.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:

1. To change the submission of Submittals and Invoice from hard copy to electronic only.

The proposal due date remains unchanged as 15 Aug 2024 at 11:00 AM Pacific Time.

No other changes are made or implied.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 18

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

16C. DATE SIGNED

BY 07-Aug-2024

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 W9123824Q0056

X 9B. DATED (SEE ITEM 11)

15-Jul-2024

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 1 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

07-Aug-2024

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:

W9123824Q0056

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

The following have been modified:

PWS

PERFORMANCE WORK STATEMENT

FY 2025-29 Sacramento District Leadership Development Program

Leadership / Training Consulting Services

GENERAL INFORMATION

PURPOSE

The U.S. Army Corps of Engineers’ Sacramento District seeks the professional services of an experienced consultant to develop and administer a tiered leadership/management development program for employees who come from a variety of career fields including, but not limited to, contracting, engineering, construction management, planning, real estate, project management, environmental, recreation, and administration. The overall objective of this program is to help these employees learn, grow, and develop into effective leaders, supervisors, and managers within the Corps of Engineers, and the Sacramento District in particular. The base contract period is for a one-year period, with four (4) one-year optional periods.

The base contract period is for the period beginning Date of Award 2024 and ending September 2025, with options to extend the contract as follows:

OPTION YEAR No. 1 – FY26– October 2025 through September 2026 OPTION YEAR No. 2 – FY27– October 2026 through September 2027 OPTION YEAR No. 3 – FY28– October 2027 through September 2028 OPTION YEAR No. 4 – FY29– October 2028 through September 2029

PROGRAM DESCRIPTION

Overview The mission of the Sacramento District’s (SPK) Leadership Development Program (LDP) is to develop leaders at all levels, across all functional areas and career programs. The LDP is designed in direct response to the need to systematically develop the leadership skills of the SPK’s current and future leaders, supervisors, and managers. The commitment of the Commander and SPK executive team to leader development is reflected in the direct involvement of these leaders in many components of the LDP.

The program consists of a three leveled training approach. Level I offers a low-commitment opportunity for individuals to “test the waters” of their leadership potential, while providing valuable communication and team-building training. Level I expands participant’s self-awareness, enabling more rewarding professional and personal relationships and preparing them for more effective performance on teams and in workgroups. Level II offers a mid-commitment opportunity for participants to understand their strengths and how to leverage them to improve performance and effectiveness within their work environment. Level II encourages individuals to take leadership roles within their teams and workgroups. Level III is a high-commitment opportunity for additional exploration of self-awareness and training on a suite of practical approaches, methods, and techniques, providing individuals with their own leadership toolbox.

Level III equips employees to lead teams, workgroups, or sections. In addition to these levels, SPK holds special leadership development seminars periodically for specific audiences such as LDP alumni, mentors, supervisors, and so on.

Organizational Goals In alignment with Engineering Regulation (ER) 690-1-1214, Civilian Personnel, USACE Leadership Development Program, the goals of the SPK’s LDP are to:

Develop a pool of high potential leaders for the Corps to draw upon in the future.

Develop and maintain a learning organization.

Foster group dynamics among LDP participants, which will improve communication within SPK across organizational lines.

Individual Goals The goals for the employees who participate in LDP include:

Develop awareness of vision and values of current SPK leaders and managers.

Increase awareness of organizational culture and protocols.

Clarify own values and goals.

Participate in a forum of future leaders and managers to exchange ideas, understandings and appreciation for organizations and disciplines within SPK.

Obtain potential career enhancement opportunities through increased self-awareness, improved skills, and a broadened understanding of SPK activities.

KEY FACTORS FOR PROGRAM SUCCESS

Continuity Continuity, from one learning activity to another, shall be provided by the Contract Program Administrator by personally participating in all the key LDP activities and bringing together learning from separate activities into a cohesive whole. In order to ensure consistency, classroom sessions of all Levels will be scheduled such that they do not occur simultaneously, but are scheduled to minimize travel expenses. Lessons learned from one year to the next help overcome program design weaknesses and build on LDP strengths.

Flexibility Flexibility is critical in this contract to capitalize on opportunities and additional learning experiences that occur throughout the year. The LDP program is constantly changing and adapting based on the changing needs of the organization. Additionally, flexibility is needed to address the specific needs of the selected LDP participants in all Levels.

Development Development occurs simultaneously at three levels, shown with desired outcomes:

Internal Development (internal to the person) o to provide a heightened awareness of one’s strengths as they pertain to leadership

Interpersonal Development (among classmates and project teammates) o to develop and refine skills necessary to be an effective leader; such as leadership philosophy, emotional intelligence, team building and dynamics, interpersonal communication, management of time, multiple priorities, relationships and change; decision making and execution, budgeting, performance measurement and other related topics o to provide enhanced knowledge of how to be an effective team member

Organizational Development (throughout the District and within the Division) o to provide participants with greater insight into the visions, values, missions, and culture of the Corps of Engineers; specifically, the Sacramento District.

o to equip emerging leaders with an assortment of skills, techniques and practical tools to effectively lead teams and manage resources.

o to provide opportunities to gain additional self-knowledge and team building insight through facilitated leadership behavioral assessments and team exercises.

o to provide opportunities to network with colleagues throughout SPK and the region.

DEFINITIONS AND ACRONYMS

U.S. Army Corps of Engineers (USACE). This federal agency is responsible for a wide range of civil and military engineering missions, including water resources management and design, plus construction of a variety of structures. The history of the USACE is highlighted by such accomplishments as construction of the Panama Canal, public buildings and monuments in Washington, D.C., locks and dams throughout the nation for navigation trade.

South Pacific Division (SPD). Established in 1888, the South Pacific Division is one of the Corps' nine regions nationwide. Four operating Districts, headquartered in Los Angeles, Sacramento, San Francisco and Albuquerque, provide federal and military engineering support in California, Arizona, Nevada, Utah, New Mexico and in parts of Colorado, Oregon, Idaho, Wyoming and Texas. The civil works program is oriented around major watersheds in the region and leverages federal resources for navigation, flood damage reduction and ecosystem restoration. The vision statement of SPD is: “Delivering bold solutions to serve and strengthen all communities.”

Sacramento District (SPK). The Sacramento District, one of four districts in the Corps’s South Pacific Division, was formed in October 1929. It is one of the largest districts in USACE, covering all or part of eight western states. Boundaries include the Sacramento and San Joaquin watersheds in California, much of northern Nevada, most of Utah, western Colorado, the southwest corner of Wyoming, and small portions of Oregon, Idaho, and Arizona. SPK’s mission is to provide innovative and enduring engineering solutions across the full spectrum of program/project delivery to provide value and quality, on-schedule, to our customers and partners and when called upon, we support our federal/state partners by responding to national emergencies with leadership and technical expertise. Approximately 1,200 military and civilian employees work in SPK today. About 700 works in the SPK headquarters in Sacramento, while the rest are located in various resident engineer, project and regulatory field offices throught SPKs’ AOR.

Commander. The Chief Executive Officer for SPK is known to District staff as “Commander” and to the general public as “District Engineer”.

Corporate Board. This group is made up of the District Engineer, the Deputy for Programs and Project Management, the Deputy District Engineer, and Chiefs of various Sacramento District divisions and departments to include: Engineering, Construction, Planning, Regulatory, Contracting, Resource Management, Real Estate, Operations, Office of Counsel, Sacramento Basin Project Center, and the Dam Safety Production Center. The Corporate Board may request that the LDP Board provide regular short briefings on their activities and progress.

Contract Program Administrator. Employed by the Contractor, this individual administers all aspects of the day-to-day operation of the LDP for the Contractor. The Contract Program Administrator is responsible for: program planning, development, and administration; organizing and/or providing coaching, counseling and advising participants; organizing and/or providing facilitation of LDP activities; organizing the mentoring program; maintaining liaison with the LDP Steering Committee and the LDP Coordinator; and evaluating the effectiveness of LDP activities.

ILAP (Individual Leadership Action Plan). The purpose of the ILAP is to improve participants’ leadership skills. The participants’ leadership strengths and weaknesses will be determined through use of diagnostic tools at the initial retreat. The ILAP should identify areas of improvement; define specific actions for improvement; and identify desired results. The ILAP is intended to be a tool that will enable participants to improve leadership skills throughout their careers.

LDP Board. This committee consists of representatives from throughout the Sacramento District, who develop the overall goals, objectives, and guidelines for the LDP. The LDP Board (LDPB) is the primary point of contact for, and provides advice and assistance to, the Contract Program Administrator. The LDP Board serves as the link between the Corporate Board and LDP Participants, provides advice and assistance to LDP Participants; and evaluates all phases of the LDP Program.

LDP Facilitator. A SPK Facilitator is assigned to each level of the LDP and is responsible for delivery of all curriculum and ensuring that all program objectives are met, including enforcing all program requirements..

LDP Coordinator. A SPK Coordinator is assigned to each level of the LDP and is responsible for administrative day-to-day execution of the program.

LDP Participants. SPK employees showing potential for leadership growth in the organization.

Additionally, for Levels II and III, these individuals were competitively selected, following an application process. LDP participants will come from a variety of career fields.

Mentors. Each LDP II and III participant selects a mentor. The primary objective of the mentoring program is to assist the LDP participants in broadening their knowledge of the culture of USACE, including formal and informal channels of communication and influence. Mentors are also available to listen and to provide advice, assistance, moral support, and consultation to LDP Participants.

Level I. Level I offers a low-cost, low-commitment opportunity for individuals to “test the waters” of their leadership potential, while providing valuable communication and team-building training. Level I expands participant’s self-awareness, enabling more rewarding professional and personal relationships and preparing them for more effective performance on teams and in workgroups. The SPK’s Level I Leadership Development Program is a 5-6 month program and consists of approximately 24 participants, beginning in October and concluding in April.

Level II. Level II offers a mid-cost, mid-commitment opportunity for participants to understand their strengths and how to leverage them to improve performance and effectiveness within their work environment. It introduces the Army leadership doctrine, FM 6-22, which draws on the Army’s vast history and expertise in developing skilled, tested, and character-based leaders. This level encourages individuals to take leadership roles within their teams and workgroups. Level II typically consists of approximately 12-15 employees and is a 9-month program beginning in October and concluding in June.

Level III. Level III offers a higher-cost, high-commitment opportunity for additional exploration of self-awareness and training on a suite of practical approaches, methods, and techniques, providing individuals with their own leadership toolbox. Level III builds individual confidence, encourages innovation, and develops leadership skills and understanding of how USACE fits into the “big” picture among other federal, state, and local agencies. Level III equips employees to lead teams, workgroups, or sections. There are two components to the Level III program, the regional LDP program provided by SPD (under separate contract) and a SPK Level III program.

The SPK Level III program will be conducted the year immediately following the Level III participants’ completion of the regional program. SPK’s Level III occurs simultaneous to the participants’ post-utilization assignment after completing the regional LDP program.

The goal of SPK’s Level III program is to introduce and educate the participants on the concept and practice of a participant-driven program. Topics covered during the Level III program are dependent on the interests and needs of the program participants. Examples of topics that have been covered in recent years include; morale building, leading change, developing others, conflict management, motivation, maintaining high performing teams, communication training, interview preparation, team building, military protocol, etc. Services described herein are directly in support of the SPK Level III program. Level III is a 9-month program with 3-6 participants beginning in October and running through June.

DESCRIPTION OF WORK AND SERVICES

LEVEL I LDP

Task 1 - Manage Level I Application Process The Contractor shall develop an online platform for completion of all aspects of the application.

The online platform shall be available within 14 calendar days of notice to proceed. The contractor shall also manage and monitor the online application process including: developing sample email content for SPK to send out for announcements; tracking applicant progress and reporting out to SPK at regular intervals throughout the process; and submitting all application information within five (5) business days of the application deadline. Note: the contractor is not involved in the interview or selection process. Based on previous experience, the Contractor can expect approximately 60-70 applications.

Task 2 – Level I Coordination/Classroom Preparation Coordination and classroom preparation for the Level I LDP includes the following:

Coordination with Level I Facilitator and Coordinator The Contractor shall coordinate with the Level I Facilitator and Coordinator at the beginning of the year on the content of the program. Prior to each classroom session, the contractor shall coordinate with the LDP Level I Facilitator and Coordinator to finalize Level I curriculum, discuss outcomes and objectives for sessions, address concerns of the Facilitator/Coordinator, and review methods and ideas to improve the delivery and presentation of Level I materials. The contractor shall work with the Level I Facilitator to review and revise all classroom training materials.

Administrative and Consultative Support The Contractor shall provide administrative and consultative support to include: communicating with participants regarding pre-work, due-outs, class materials, website updates, and other tasks as identified by the government.

Develop Content The curriculum for Level I has been developed and will be shared with the Contractor. Minor adjustments will likely be required every year to address changing needs of the program and participant feedback (Contractor can assume 2 hours per session to modify content). The contractor shall assist with the preparation for delivery, facilitation, and/or coordination of the five (5), four- (4) hour classroom training sessions focusing on team building, communication, relationships, and conflict. Pre- and post-work is required of the participants for most classroom sessions and should be developed/coordinated prior to the classroom session. Based on that coordination, Contractor shall finalize the session curriculum and submit to the Facilitator no later than three (3) business days prior to the session.

Task 3 – Level I Classroom Sessions

Team Building Session Contractor shall provide a one-day (8 hour) experiential off-site team building session (California State University, Sacramento (CSUS) Peak Adventures or similar) for 24 participants, the Facilitator, the Coordinator and 2 special guests. Session shall be located within 10 miles of the District Headquarters Office and participants will be responsible for their own transportation.

Classroom Sessions The contractor and the Level I Facilitator shall share the responsibility for delivery of the content of five (5), four- (4) hour classroom training sessions focusing on team building, communication, relationships, conflict, and wrap up. Contractor will typically deliver approximately half of the classroom content, but shall be present for all of the sessions. The assessments identified in Task 6 will be debriefed during these sessions.

Task 4 – Level I Website The contractor shall develop/maintain a Sacramento District, LDP Level I website. Password controlled access should be available to all current Level I participants as well as all personnel designated by the Facilitator and Coordinator. The website shall contain all current program information, class dates, pre-work, assignment tracking, learning journal entries, after action reviews, and any other information deemed appropriate and approved by the Level I Facilitator.

Website should be fully functional no later than 14 calendar days prior to the teambuilding session.

Task 5 – Level I Post Classroom Tasks

After Action Review After each class session the contractor shall facilitate an After Action Review (AAR) to be delivered to the Facilitator. The written AAR should summarize the information delivered during the session and participant feedback and is due within 14 calendar days of session.

Assignment Review Contractor shall review learning journal entries and provide feedback to each participant within 10 business days of receipt. Contractor shall track all assignment completions on the website and inform participants and Level I Facilitator and Coordinator of status.

Annual Level I Evaluation Contractor shall prepare an annual Level I program evaluation within 30 days of the completion of the program each year, summarizing feedback and proposing suggested refinements.

Task 6 – Level I Materials

Per Person Items Per person items to be delivered by Contractor include:

Contractor shall provide a copy of one (1) leadership book per participant. Past book selections have been Five Dysfunctions of Team by Patrick Lencioni and Seven Habits of

Highly Successful People by Stephen Covey. Level I Facilitator shall identify the book before Contractor purchases.

Contractor shall provide two (2) interpersonal assessments (Strength Deployment Inventory (SDI), Thomas-Kilmann Conflict Mode Instrument (TKI), or similar). Contractor shall ensure no duplication with assessments provided in the other SPK LDP Levels.

General Materials Contractor shall provide name tags, markers, and other office supplies to deliver a successful program. Government will provide audio visual equipment and flipchart paper.

LEVEL II LDP

The Level II program requires 82 hours of commitment for the participants. Those 82 hours are made up of:

Experiential team building session (8 hrs) – Facilitator/Contractor co-led

Orientation session (4 hrs) – Contractor/Facilitator co-led

Mentor workshop with participants and mentors (2 hrs) – Contractor led

Classroom learning (48 hours) – 8 six-hour sessions – Contractor-led

Class project presentation and graduation (2 hrs) – Participant led

Coaching (4 hrs) – Contractor led

Project efforts (7 hrs) – Participant led, no contractor involvement

Mentoring (7 hrs) – Participant led, no contractor involvement

Level II participants are expected to deliver a project to benefit the organization during or at the completion of their program year. Note that the Contractor is not required to assist in the project. Contractor is expected to attend all sessions above with the exception of the Project efforts meetings and Mentoring. Contractor responsibility is outlined below.

Task 7 - Manage Level II Application Process The Contractor shall develop an online platform for completion of all aspects of the application.

The contractor shall also manage and monitor the online application process including:

developing sample email content for the District to send out for announcements, tracking applicant progress and reporting out to the District at regular intervals throughout the process, and submitting all application information within five (5) days of the application deadline. Note:

the contractor is not involved in the interview or selection process. Based on previous experience, the Contractor can expect approximately 30-40 applications.

Task 8 – Level II Coordination/Classroom Preparation Coordination and classroom preparation for the Level II LDP includes the following:

Coordination with Level II Facilitator and Coordinator The Contractor shall coordinate with the Level II Facilitator and Coordinator at the beginning of the year on the content of the program. Prior to each classroom session, the contractor shall coordinate with the LDP Level II Facilitator and Coordinator the final Level II curriculum, discuss outcomes and objectives for sessions, address concerns of the Facilitator/Coordinator, and review methods and ideas to improve the delivery and presentation of Level II materials.

Administrative and Consultative Support The Contractor shall provide administrative and consultative support to include: communicating with participants regarding pre-work, due-outs, class materials, website updates, and other tasks as identified by the government.

Develop Content The Contractor shall develop draft content/curriculum and submit to the Level II Facilitator for review and approval. The classroom training sessions have historically focused on team building, communication, leadership styles, situational leadership, personal diagnostic tool assessments, presentation skills, feedback, philosophy of leadership, relationships, conflict, etc. Based on coordination with the Facilitator, Contractor shall finalize the session curriculum and submit to the Facilitator no later than three (3) business days prior to the session.

The experiential team building session is typically held at a government or public facility and co-led by the Contractor and the facilitator. Contractor shall provide lunch for a working session.

Each Level II participant is required to establish a mentor relationship with a senior SPK employee and meet regularly with that mentor. The Contractor shall provide a two (2) hour training session for participants and mentors within 30 calendar days after the orientation session to outline the mentoring process, roles, responsibilities, expectations, associated benefits to both parties, etc.

Participants in Level II are required to provide a presentation to their peers on a leadership example, address questions and answers related to the topic, and receive feedback on their presentation. This participant-led content typically takes six (6) hours of the program year and requires no content development by the contractor.

Task 9 – Level II Classroom Sessions Contractor shall deliver fifty-six (56) hours of classroom instruction and attend all sixty-four (64) hours of classroom sessions. Contractor can assume that the classroom hours will consist of the following:

Experiential team building session (8 hrs) – Facilitator/Contractor co-led

Orientation session (4 hrs) – Contractor/Facilitator co-led

Mentor workshop with participants and mentors (2 hrs) – Contractor-led

Classroom learning (48 hours minus 6 hours for presentations – see above) – 8 six-hour sessions – Contractor-led

Class project presentation and graduation (2 hrs) – Participant-led

Task 10 – Level II Website The Contractor shall maintain a Sacramento District, LDP Level II website. Access should be available to all current Level II participants as well as all personnel designated by the Facilitator and Coordinator. The website shall contain access to all current program information, class dates, pre-work, assignment tracking, activity reports, and any other information deemed appropriate and approved by the Level II Facilitator.

Task 11 – Level II Post Classroom Tasks

After Action Review Contractor shall collect and review After Action Reviews from each session and consolidate results within five (5) business days of receipt.

Assignment Review Contractor shall review activity reports and provide feedback to each participant within ten (10) business days of receipt. Contractor shall provide a summary of the activity reports within ten

(10) business days of session completion. Contractor shall track all assignment completion and inform participants and Level II Facilitator and Coordinator of status.

Annual Level II Evaluation Contractor shall prepare an annual Level II program evaluation within thirty (30) days of the completion of the program each year.

Task 12 – Level II Individual Leadership Action Plan (ILAP) Coaching The Contractor shall facilitate participants’ creation of draft and final ILAP; provide in-person and/or telephone coaching to provide motivation and encouragement and to assist participants in overcoming challenges in completing the ILAPs; and track participant’s progress for four (4) hours per participant throughout the program period. 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.

Task 13 – Level II Materials

Per Person Items Contractor shall provide a binder and session content material for each participant. Contractor shall provide three (3) interpersonal assessments (past assessments in Level II have included Strengths Finder, Myers-Briggs Type Indicator (MBTI), etc., or similar) for each participant.

Contractor shall ensure no duplication with assessments provided in the other SPK LDP Levels.

General Materials Contractor shall provide name tags, markers, and other office supplies to deliver a successful program. Audio visual equipment and flipchart paper shall be provided by the District.

LEVEL III LDP

The Level III program consists of the following elements:

Orientation session (8 hours) – Contractor/Facilitator co-led

Classroom learning (16 hours) – 4 four-hour sessions – Contractor/Participants co-led

Classroom learning for Level III Supervisors (4 hours) – Contractor-led

Local leadership experience/workshop (8 hours) – Participants attend, Contractor coordinates

Local government leadership experience/workshop (8 hours) – Participants attend, Contractor coordinates

Coaching sessions with participants in support of their post-utilization assignment (2 hours)

– Contractor/Participant co-lead

Graduation/closing Session (8 hours) – Contractor/Facilitator co-led

Task 14 – Manage Level III Application Process The contractor shall develop an online platform for completion of all aspects of the application.

The contractor shall also manage and monitor the online application process including:

developing sample email content for the District to send out for announcements; tracking applicant progress and reporting out to the District at regular intervals throughout the process;

and submitting all application information within five (5) days of the application deadline. This task will be required for the base year of the contract through option years, if exercised. Note: the contractor is not involved in the interview or selection process. Based on previous experience, the Contractor can expect approximately 10 applications.

Task 15 – Level III Coordination/Classroom Preparation Coordination and classroom preparation for the Level III LDP includes the following:

Coordination with Level III Facilitator and Coordinator The contractor shall coordinate with the Level III Facilitator and Coordinator at the beginning of the year on the content of the program. At least two (2) weeks prior to each classroom session, contractor shall coordinate with the LDP Level III Facilitator and Coordinator to provide draft Level III curriculum, discuss outcomes and objectives for sessions, address concerns of the Facilitator/Coordinator, review methods and ideas to improve the delivery and presentation of Level III materials.

Administrative and Consultative Support The contractor shall provide administrative and consultative support to include; communicating with participants regarding pre-work, due-outs, class materials, and other tasks as identified by the government. Contractor may assume six (6) hours of assistance required in development of the participant-led content.

Develop Content Unlike the other levels, Level III is largely participant led; therefore, the Contractor will only develop content for a portion of the program and will provide support to participants in development of the rest of the program, as described below:

Contractor can assume they will prepare four (4) hours of content for the orientation session. The orientation session will include a working lunch for which Contractor shall provide lunch for participants, facilitator, coordinator, two guests, and any contractor staff. Based on coordination with the Facilitator described in 3.3.2.1, Contractor shall finalize the session curriculum and submit final session material to the Facilitator no later than three (3) business days prior to session.

Contractor can assume they will prepare eight (8) hours of content for classroom learning sessions. This will be delivered in (4) four-hour classroom sessions. Participants will prepare eight (8) hours of content for these sessions as well. Content may consist of hybrid organizations, conflict management, interview preparation and panel interviewing, lateral leadership, military protocol training, etc.

Contractor shall develop content for a two (2) hour training session for the Level III participant’s supervisors to encourage supervisors to provide opportunity for participants to apply newly acquired knowledge, skills, attitudes, and behaviors in the workplace and evaluate this development in a quantifiable manner.

Contractor shall plan for ten (10) individuals in local leadership experience (for example, past leadership workshops have included Sacramento Metro Chamber’s Perspectives for Level III participants with District Leaders). Contractor is not required to attend but can assume three (3) hours of coordination before and after the leadership experience to plan for and debrief with the participants.

Contractor shall plan for Level III participants in local government experience (for example, past local government workshops have included Sacramento Metro Chamber’s State Legislative Summit). Contractor is not required to attend workshop but can assume three (3) hours of coordination before and after the leadership experience to plan for and debrief with the participants.

Contractor shall provide two (2) hours of coaching to participants throughout the program length in support of their post-utilization assignment.

Contractor can assume they will develop four (4) hours of content for the Graduation/Closing session.

Based on coordination with the Facilitator described in 3.3.2.1, Contractor shall finalize all session curriculum and submit final session material to the Facilitator no later than three (3) business days prior to session.

Task 16 – Level III Classroom Sessions

Delivery of Content to Participants Contractor will be expected to deliver appropriate content at the following sessions:

Contractor/Facilitator co-delivery of orientation session (8 hr).

Contractor/Participant co-delivered content on leadership topics (see Task 15) at 4 four-hour classroom sessions s (16 hrs).

Contractor delivered content to Level III participant’s supervisor (see Task 15) (2 hrs).

Contractor/Facilitator co-delivery of graduation/closing session (8 hr).

Task 17 – Level III Website The contractor shall maintain a Sacramento District, LDP Level III website. Access should be available to all current Level III participants as well as all personnel designated by the Facilitator and Coordinator. The website shall contain all current program information, class dates, pre-work, activity reports, and any other information deemed appropriate and approved by the Level III Facilitator/Coordinator.

Task 18 – Level III Post Classroom Tasks

Assignment Review Contractor shall review and provide comments to participants on session assignments/due outs within ten (10) business days. Typical due outs include resume revision, short essays, and activity reports. Contractor shall track all assignment completion and inform participants and Level III Facilitator and Coordinator of status.

Supervisor Coordination Contractor shall coordinate with supervisors for one hour at the program mid-point to provide support to supervisors regarding participants’ leadership performance in the workplace and leadership opportunities.

Annual Level III Evaluation Conduct an evaluation of the program year, based on information gathered from participants and supervisors, within 30 days of the last session. Contractor shall provide evaluation to Level III Facilitator, Coordinator, and to participants.

Task 19 – Level III Materials

Per Person Items Per person items to be delivered by Contractor include:

Contractor shall provide two (2) books on leadership or similar topics per participant. Past book selections have included Good to Great by Jim Collins, Blink, by Malcolm Gladwell, etc. Level III Facilitator shall identify the book before Contractor purchases.

Contractor shall provide three-ring binders and session content material for each participant.

General Materials Contractor shall provide name tags, markers, and other office supplies to deliver a successful program. Audio visual equipment and flipchart paper shall be provided by District.

TASK 20 – LDP BOARD PARTICIPATION

Contractor shall participate in quarterly LDP board meetings virtually (unless already at District facility for other purposes, in which case these can be in person). These meetings generally last one hour and cover topics such as curriculum, budget, governance of the program, etc.

TASK 21 – ANNUAL PROGRAM EVALUATION

Contractor will conduct a program evaluation including evaluation of all components of the District’s LDP program to include (but not limited to): Levels I, II, and III as well as the LDP

Board and Alumni development. The evaluation will identify components of the program that are working well and those that need refinement. The evaluation should show how, or if, the LDP program is adding value to the organization in comparison to the costs. Contractor shall present a proposed approach for conducting the evaluation to the LDP Board (see Task 20) during the first quarterly meeting of the calendar year. Results of the evaluation should be communicated to the LDP Board during the first quarterly board meeting following the previous program year.

TASK 22 – TRAVEL

Contractor shall be required to travel to the Sacramento District HQs in area of Sacramento, CA to attend the classroom sessions. This travel estimate will be based on the assumption that travel costs will be shared/distributed between LDPs Levels I, II, and III. Costs for this task will be determined at the time of task order award.

OPTIONAL TASK 23 – SPECIAL LEADERSHIP SESSIONS

Contractor shall develop and deliver an up to eight (8) hour special leadership session to LDP alumni and other SPK leaders, including supervisors, once per year. Past topics for such sessions have included leading in a virtual environment, interview techniques, mentoring, and leading through change. The subject matter and other details for this task will be established at the time of task order award. Contractor can assume that no additional travel will be required when this task is scheduled; that this session would be executed in conjunction with one of the existing LDP classroom sessions. The delivery of the special sessions should be done in a hybrid environment, with attendees participating in-person and virtually.

SUBMITTALS

All submittals shall be delivered as follows:

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

U.S. Army Corps of Engineers, Sacramento District Attention: CESPK-Z, Ms. Jennifer Payne 1325 J Street Sacramento, CA 95814

One electronic copy:

U.S. Army Corps of Engineers, Contracting Email address: to be determined

INVOICES AND CONTRACT PAYMENTS:

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 and shall be submitted to:

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

U.S. Army Corps of Engineers, Sacramento District Attention: CESPK-Z, Ms. Jennifer Payne COR

1325 J Street Sacramento, CA 95814

Once the invoice has been reviewed and accepted by the Government COR (Jennifer Payne), then the contractor shall send:

Original invoice only WITHOUT additional information or supporting documentation:

USAED, Finance Center Attention: CEFC-AO-P

5270 Integrity Drive Millington, TN 38054-5005

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. See Section G, PAYMENT SCHEDULE.

PERIOD OF PERFORMANCE

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

OPTIONS.

The contractor’s period of performance may be extended for four additional one-year periods.

Award for the option periods may be made prior to expiration of the base or current exercised option period of performance at the Government’s discretion if award of the option is determined to be advantageous to the Government. The total contract period of performance will be for 60 months, if the Government awards all option periods.

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 Performance Work Statement (PWS) or which are outside the authority of the COR.

SECURITY REQUIREMENTS:

8.1 General security requirements and guidance: The security requirements described below apply to all contract personnel (including employees of the prime Contractor ("Contractor") and all subcontractor employees) supporting the performance requirements of this contract. The Contractor is responsible for compliance with these security requirements. Questions regarding security matters shall be addressed to the designated Government representative (e.g., Contracting Officer Representative (COR), Requiring Activity (RA) representative, or Contracting Officer (if a COR or other RA representative is not appointed)). Contract personnel are critical to the overall security and safety of US Army Corps of Engineers (USACE) installations, facilities and activities, and security awareness training contributes to those efforts.

The Department of Defense (DoD) and Army security training requirements specified below, if applicable, are performance requirements; all applicable contract personnel shall complete initial training within 30 days of contract award or the date new contract personnel begin performance on the contract. Within five business days from the completion of training, the Contractor shall provide written documentation (e.g., email or memorandum) to the Government representative.

The documentation shall include the names of contract personnel trained and which training they completed; the Contractor shall maintain training records as part of their contract files and be prepared to provide copies of training certificates to the Government representative. Contractor personnel and vehicles are subject to search when entering federal installations. Additionally, all contract personnel shall comply with Force Protection Condition (FPCON) measures, Random Antiterrorism Measures (commonly referred to as "RAMs"), and Health Protection Condition (HPCON) measures. The Contractor is responsible for meeting performance requirements during elevated FPCON and/or HPCON levels in accordance with applicable RA plans and procedures -this includes identifying mission essential and non-mission essential personnel. In addition to the changes otherwise authorized by the changes clause of this contract, should the FPCON or HPCON levels at any individual facility or installation change, the Government may implement security changes that affect contract personnel. The Contractor shall ensure all contract personnel are aware of their security responsibilities, including any site-specific requirements identified in local policies or procedures.

8.2 Antiterrorism (AT) Level I training: All contract personnel requiring routine access to Army installations, facilities, and controlled access areas, or requiring network access shall complete initial and annual refresher AT Level I awareness training. Online AT Level I awareness training is available at https://jko.jten.mil/ (website subject to change).

8.3 Physical security and access control requirements: All contract personnel requiring physical access to a federal installation or facility shall comply with the access control procedures of that location. Contract personnel requiring unescorted access to meet contract performance requirements on a DoD installation in the US shall be vetted by the installation/facility Provost Marshal/Directorate of Emergency Services/Security Office using the National Crime Information Center-Interstate Identification Index (commonly referred to as "NCIC-I11") and Terrorist Screening Database (commonly referred to as "TSDB"). Contract personnel shall comply with all personal identity verification requirements specified in installation/facility policies and procedures. Contract personnel who do not meet requirements for unescorted access to USACE facilities shall coordinate escorted access with the Government representative, as needed. Contract personnel who receive keys, access cards, or lock combinations that provide access to Government-owned property shall comply with key and lock control procedures of the RA.

8.4 Suspicious Activity Reporting training (e.g. iWATCH, CorpsWatch, or See Something, Say Something): All contract personnel shall receive initial and annual refresher training from the RA representative on the local suspicious activity reporting program. This locally developed training provides contract personnel with general information on suspicious behavior, and guidance on reporting suspicious activity to the project manager, security representative or law enforcement entity.

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

(End of Summary of Changes)