B.01.01 - Amendment 0001 -Combined Synopsis Solicitation W912DQ22R7000-0001 - FINAL 12.30.2021.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 provide provision and clause fill in language erroneously omitted. In addition, Section 1.5.18 Reporting of Contractor Labor Hours of the base Performance Work Statement (PWS) has been deleted in it's entirty. Previously numbered Section 1.5.19 Inherently Governmental Functions / Personal Services is now Section 1.5.18. All other terms and conditions remain unchanged. See summary of changes.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 24

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

16C. DATE SIGNED

BY

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 W912DQ22R7000

X 9B. DATED (SEE ITEM 11)

17-Dec-2021

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

CODE

USACE, KANSAS CITY CT

FEDERAL BLDG CT-N 601 E 12TH STREET

KANSAS CITY MO 64106-2896

W912DQ 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

30-Dec-2021

W912DQ22R7000

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

The following have been modified:

PERFORMANCE WORK STATEMENT- BASE CONTRACT

PERFORMANCE WORK STATEMENT (PWS)

for

Kansas City District Partnering Facilitation

SATOC

10 December 2021

PART 1

GENERAL INFORMATION

1.0 General

The U.S. Army Corps of Engineers, Kansas City District requires the technical and administrative services for Facilitated Partnering Sessions. Partnering is a process designed to create a positive and cooperative relationship during contract performance or at any other time when working with others. Partnering facilitates the parties’ ability to define common goals, improve communication, and create a collaborative attitude among a group of individuals who must work together.

The Government will require at a minimum one (1) or up to eighteen (18) Partnering Sessions each year. Location of each session will be held within the Kansas City District boundaries which includes Kansas, Missouri, Colorado, Nebraska, and Iowa. Participant organizations will include Military, Civilian Government Employees, and Contractors working on Military Construction, Civil Works, and Environmental Projects.

1.1. Background

To accomplish USACE construction contracts most effectively, the Government requires the formation of a cohesive and collaborative partnership within the Project Team with the common goal of drawing on the strength of each organization to achieve a successful project without safety mishaps, conforming to the Contract, within budget and on schedule. Professionally facilitated and formal partnering is an integral element of the USACE Project governance process. The Project Team generally consists of key personnel of the Contractor, key Subcontractors, the Government, designers of record and end users. Attendees in partnering sessions may include diverse groups of stakeholders in addition to the contract parties such as military installation representatives, cost sharing public sponsors, other federal agencies (OFA), state and local governments, industry, and others as required to execute a project.

The intent is for the sessions described herein to be conducted in-person, on-site or as may be otherwise described in each individual task order. Should conditions at the time the services are required preclude in-person participation, the Government may require virtual events using WebEx, MS teams or other similar platforms for collaboration.

1.2. Objectives:

The Contractor shall perform services as defined in this performance work statement.

1.3. Scope

The Contractor shall perform technical and administrative services for efforts related to partnering facilitation for the Kansas City District. The contractor shall comply with the PWS to ensure efficient, effective accomplishment of all tasks outlined in this work statement. SEE PART 5 FOR SPECIFIC TASKS.

1.4. Period of Performance

The period of performance for this effort is a one-year base period under the single award task order contract (SATOC), with four (4) one-year option periods.

1.5. General Information

1.5.1. Required Qualifications:

The Partnering Facilitator must have a minimum of five (5) years’ experience conducting corporate partnering Session of groups up to or greater than 50 people. As the lead for carrying out the tasks defined in Part 5 the Partnering Facilitator is responsible for efficiently and effectively leading partnering sessions. The facilitator must have experience in facilitating the Project Team to develop a Team Charter, establish Communications plans, and Issue Escalation/Resolution Ladders. Over the life of a project the Facilitator is responsible for efficiently and effectively helping the participants develop a collaborative partnership, increase trust, improve interpersonal communication, establish effective working relationships, and resolve any outstanding issues inhibiting the team and/or project. The Contractor must maintain the same Partnering Facilitator to lead all partnering sessions in a particular task order unless an alternate is approved by the Contracting Officer. Provide a one-page biography and if specifically requested a resume for proposed facilitators with task order proposals.

1.5.2. Quality Control

The Contractor shall implement and maintain an effective Quality Control Program to ensure requirements are performed in accordance with this PWS. The Contractor’s quality control program is the means by which assurance is provided to the Government that the work complies with the requirements of the Contract.

1.5.3. Quality Assurance:

The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s). The contractor shall utilize their own internal Quality Control (QC) processes in the performance of this contract.

1.5.4. Contracting Officer’s Representative (COR):

The COR is charged with implementing this plan to ensure successful contractor performance. The COR will maintain copies of invoices and monthly project status reports. The COR will identify and report contractor non-conformance to the Contracting Officer when the COR is unable to resolve unacceptable performance.

1.5.5. Recognized Holidays:

The Contractor is not required to perform services on U.S. federal holidays.

1.5.6. Hours of Operation

Hours of operation to be stablished on a task order basis and coordinated/ developed by the Contracting Officer’s Representative and Contractor.

1.5.7. Place of Performance:

The work to be performed under this contract will be performed at location(s) within the Kansas City District assigned mission Area of Responsibility (AOR). Location(s) where services are to be provided will be specified in each individual task order.

1.5.8. Type of Contract

The Government will award a Firm-Fixed Price (FFP) Indefinite Delivery / Indefinite Quantity (IDIQ) Single Award Task Order Contract (SATOC).

1.5.9. Security Requirements

1.5.9.1. Physical Security

The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use, if needed.

1.5.9.2. ATOPSEC Requirements

1.5.9.2.1. Access and General Protection/Security Policy and Procedures.

All contractor and all associated sub-contractors’ employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The contractor shall also provide all information required for background checks to meet installation/facility access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any installation or facility change, the Government may require changes in contractor security matters or processes.

1.5.9.2.2. Suspicious Activity Reporting Training

The contractor and all associated sub-contractors shall receive a brief/training (provided by the RA) on the local suspicious activity reporting program. This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the project manager, security representative or law enforcement entity. This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 5 calendar days after the completion of the training.

1.5.9.2.3. Pre-screen candidates using E-Verify Program.

The Contractor must pre-screen Candidates using the E-verify Program (http://www.uscis.gov/e-verify) website to meet the established employment eligibility requirements. The Vendor must ensure that the Candidate has two valid forms of Government issued identification prior to enrollment to ensure the correct information is entered into the E-verify system. An initial list of verified/eligible Candidates must be provided to the COR no later than 3 business days after the initial contract award." *When contracts are with individuals, the individuals will be required to complete a Form I-9, Employment Eligibility Verification, with the designated Government representative. This Form will be provided to the Contracting Officer and shall become part of the official contract file.

1.5.10. Contracting Officer Representative (COR):

The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: 1) assure that the Contractor performs the technical requirements of the contract; 2) perform inspections necessary in connection with contract performance; 3) maintain written and oral communications with the Contractor concerning technical aspects of the contract; 4) issue written interpretations of technical requirements, including Government drawings, designs, specifications; 5) monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; and 5) coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.5.11. Key Personnel:

Government key personnel to be identified on a task order basis. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available as needed Monday through Friday except Federal holidays or when the government facility is closed for administrative reasons.

1.5.12. Identification of Contractor Employees:

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.5.13. Contractor Travel

The contractor will be required to travel to the location(s) within the Kansas City District assigned mission Area of Responsibility. Location(s) where services are to be provided will be specified in each individual task order.

The contractor shall be responsible for making all necessary travel, car rental, lodging arrangements, and subsistence requirements. Travel is restricted to round trip coach airfare tickets, economy class car rental, and per diem rates not-to-exceed Federal Travel Regulation (FTR) rates for the TDY location. Airfare for travel and per diem shall be conducted IAW FAR 31.205-46.

1.5.14. Other Direct Costs (ODC)

The Contractor’s price shall include the cost of all consultant services, and any other services required to accomplish the work under each task order.

1.5.15. Data Rights

The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.5.16. Organizational Conflict of Interest:

Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.5.17. Phase In/Phase Out Period: N/A

1.5.18. Inherently Government Functions/Personal Services

None of the functions to be performed under this requirement are inherently Governmental. Additionally, no part of this contract shall be construed to require the contractor to provide personal services to the Government. The contractor shall comply with this contract In its entirety.

The Government will neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employee(s) and to guard against any actions that are of the nature of personal services or give the perception of personal services. If the contractor believes or has reason to believe any actions constitute or are perceived to constitute personal services, it shall be the contractor’s responsibility to notify the Program Manager and Contracting Officer immediately. These services shall not be used to perform work of a policy/decision making or management nature, i.e., inherently Governmental functions. All decisions relative to programs supported by the Contractor shall be the sole responsibility of the Government.

PART 2

DEFINITIONS & ACRONYMS

2.0 DEFINITIONS AND ACRONYMS:

2.1 Definitions:

2.1.1 Contractor.

A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2 Contracting Officer.

A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3 Contracting Officer's Representative (COR).

An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4 Defective Service.

A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5 Deliverable.

Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

2.1.6 Key Personnel - NA

2.1.7 Physical Security

Actions that prevent the loss or damage of Government property.

2.1.8 Quality Assurance.

The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9 Quality Assurance Surveillance Plan (QASP).

An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10 Quality Control.

All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11 Subcontractor.

One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12 Workday.

The number of hours per day the Contractor provides services in accordance with the contract.

2.1.13 Work Week.

Monday through Friday, unless specified otherwise.

2.2 Acronyms:

ACOR Alternate Contracting Officer's Representative AFARS Army Federal Acquisition Regulation Supplement AR Army Regulation CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii)

COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial Off the Shelf DA Department of the Army DD Dry Dock DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996 KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: N/A

3.2. Facilities:

Facilities for contractor staff to provide the services outlined in the PWS will be identified on a task order basis.

3.3. Equipment

Government provided equipment will be identified on a task order basis. Generally, the Government will provide audio/visual and telephone equipment at the Government workspace.

3.4. Materials

Government provided materials will be identified on a task order basis. Generally, the Government will provide limited supplies (less than 100 pages for printing, photocopying and poster paper) at the Government workspace.

Publications listed in Part 6 of the PWS are available electronically via the site provided

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4.0 CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General

The Contractor shall furnish all supplies and supporting services required to perform work under this contract unless noted otherwise in Section 3 of this PWS. SEE SPECIFIC TASKS IN PART 5.

4.2 Secret Facility Clearance

Not Applicable

4.3 Facilities:

The contractor may be required to provide for rental of facilities in which they will conduct the services outlined in the PWS. If facility rental is required, this will be identified on a task order basis.

4.4 Materials

The Contractor shall furnish all materials required to perform work under this contract unless specifically provided for in a task order. Generally, work at the contractor’s office or offsite locations (if the location is required to be furnished by the contractor) will be performed on contractor equipment. SEE SPECIFIC TASKS IN PART 5.

Specific details will be identified on a task order basis.

4.5 Equipment

The Contractor shall furnish all equipment required to perform work under this contract unless specifically provided for in a task order. Generally, work at the contractor’s office or offsite locations (if the location is required to be furnished by the contractor) will be performed on contractor equipment. SEE SPECIFIC TASKS IN PART 5.

Specific details will be identified on a task order basis.

PART 5

SPECIFIC TASKS

5.0 SPECIFIC TASKS:

5.1 Basic Services.

The Contractor shall perform technical and administrative services for efforts related to partnering facilitation for the Kansas City District. The contractor shall comply with the PWS to ensure efficient, effective accomplishment of all tasks outlined in this work statement.

5.2 Initial Partnering Sessions

5.2.1 Plan Initial Partnering Sessions

The Partnering Facilitator must conduct preparatory work as specified in individual task orders. Generally, this work will include project specific document reviews, online web-based questionnaires or surveys, phone interviews with participants from the partners, or other means defined in the individual task order to evaluate and understand the project and participant’s assumptions, goals and expectations. A participant list with numbers roles and organizations will be provided by the government in the individual task order scopes. Questionnaires or surveys must be reviewed by the Contracting Officer prior to distribution to the participants. Based on preparatory work, the

Facilitator drafts an agenda, including description of activities and topics to focus on the specifics of the project the partners and the environment. The Facilitator submits the draft Initial Partnering Session agenda to the Contracting Officer for approval prior to distributing to the attendees. The Government may take up to one (1) week to review and comment on the draft agenda. Once the initial draft agenda is approved by the government, the Facilitator has one (1) week to finalize the Initial Partnering Session Agenda and submit. The Initial Partnering Session Agenda must be finalized and approved by the Contracting Officer at least one (1) week prior to the Initial Partnering

Session. Example agenda topics may include:

a. Introductions

b. Discussion of partnering

c. Ice Breaker / Team building activities

d. Identify project objectives/goals by stakeholders

e. Identify common performance objectives

f. Identify potential barriers to effective teamwork

g. Develop list of potential “rocks in the road” issues or risks facing the team and the project

h. Discuss problem solving methods, behaviors, and norms

i. Discuss Joint Risk Management Plans

j. Develop Issue Escalation/Resolution Ladder

k. Develop team charter and sign

l. Assign champions from each partner to ensure follow-up sessions occur

m. Closing comments

5.2.2 Conduct Initial Partnering Session

The Partnering Facilitator shall conduct each partnering session as specifically defined in each task order. Generally, partnering sessions will typically last approximately four (4) hours but could involve up to two (2) eight (8) hour sessions depending on the size and scope of the project. The Initial Partnering Session is expected to be a professional and trusting exchange among all participants, where active participation is highly encouraged. The fundamental purpose of this effort is to develop a collaborative partnership amongst the Project Teams through developing trust, improving interpersonal communication, and establishing effective working relationships.

5.2.3 Initial Session Report and Deliverables

Provide the session report and deliverables, electronically, to the Contracting Officer within one (1) week of completing the Initial Partnering Session unless otherwise directed in the task order. Each document submitted to the Government should be formatted with partner’s logos (if available) in the top of each corner of the page along with the project name, date, and location of the Session.

5.2.4 Session Report:

Provide the Initial Partnering Session Report in two iterations, Draft and Final and as detailed in the individual task order scope. The report must contain findings, conclusions, outcomes, and recommendations from the Session. The Government and Contractor are allowed up to two (2) weeks to review and comment. The Partnering Facilitator must finalize the Report and submit it to the Contracting Officer within one (1) week of completion of the comment and review period.

5.2.5 Initial Partnering Session Deliverables:

Develop a Communication plan for peers of each team to establish lines of communication between key members of project team leadership. Include: Team Name, Name of Member, Job Title, Organization, Phone Number and Email Address.

Develop an Issue Escalation/resolution Ladder to identify decision-makers and process to elevate items that are at impasse or are above the authority of the individuals at a particular level.

Develop a 1-page Team Charter, to be signed by all Session participants, outlining key shared goals of the project and serving as a visual reminder of their mutual commitment to the partnering relationship.

Conduct an end of session survey prior to the conclusion of the event for participants to give the facilitator feedback on how their experience went. This survey data shall be compiled into a single report stating what can be improved for future sessions. Along with the tabulated survey report, the contractor shall provide the surveys that were completed by the participants in a PDF format and submit to the Contracting Officer. The survey shall include the following: Project name, Date, Facilitator, and Location. The survey should contain eight (8) to ten (10) relevant questions asking the participants to provide a rating of excellent, good, average, fair or poor.

5.3 Partnering Follow-up Sessions or Regroups

The Partnering Facilitator shall facilitate follow-on Partnering Sessions of the number and at the intervals specified in each task order. Generally, these sessions will last four (4) hours or less. Attendees may be the same team from an initial session or a smaller subgroup. The same Facilitator used in the Initial Partnering session must lead the follow-on sessions unless an alternative is approved by the Contractor Officer.

5.3.1 Plan Follow-Up Partnering Sessions

The Partnering Facilitator must conduct preparatory work as specified in individual task orders. Prior to partnering Session, the health of the Project Team relationships must be assessed by the Facilitator through online surveys, interviews, observations, or other means as approved by the Contracting Officer. It shall be up to the Partnering Facilitator to evaluate and understand current team dynamics and identify threats and significant risks to the partnership. The Partnering Facilitator must seek to understand current team dynamics and risks that are inhibitors to a high-performing team. Preparatory work must include review of the Initial Partnering Session Final Report, any other relevant documents furnished by the government, and results of assessments discussed above.

Based on preparatory work and meetings with the Project Team, draft an agenda, including description of activities and topics for the Partnering Sessions. Submit the Session agenda to the Contracting Officer for review and approval. The Government may take up to one (1) week to review and comment on the proposed agenda. The Partnering Facilitator has one (1) week to finalize the follow-up Partnering Sessions Agenda(s) and submit it to the Contracting Officer. Each follow-up Partnering Session agenda must be finalized and approved by the Contracting Officer at least 1 week prior to the Session.

5.3.2 Conduct Follow-Up Partnering Sessions

The Partnering Facilitator is to expect up to 50 Project Team personnel to participate in each Follow-Up Partnering Session. Task orders for follow up sessions may include all participants at once or may have them broken up into smaller focused groups that meet over the course of more than one day. The Follow-Up Partnering Sessions are to be a professional and trusting exchange among all members of the Project Team, where active participation is highly encouraged. The overarching objective of the Follow-Up Partnering Sessions is to increase trust, improve interpersonal communication, and establish effective working relationships among all participants, and resolve any outstanding issues inhibiting the team and/or project.

5.3.3 Session Reports

Provide follow-up Partnering Session Reports, electronically, in two iterations, Draft and Final and as detailed in the individual task orders. The report must contain findings, conclusions, outcomes, and recommendations from each of the Follow-Up Partnering Sessions. Typically, the Draft Report must be submitted within one (1) week following each Follow-Up Partnering Session. The Government and Contractor are allowed up to two (2) weeks to review and comment. Typically, the Facilitator must finalize the Final Report and submit it to the Contracting Officer within one (1) week of the completion of the review and comment period.

5.4 Special Partnering Sessions – Issue Resolution Focused

The Partnering Facilitator shall plan and facilitate Special Partnering Sessions or Issue Resolution Sessions of the number and at the intervals specified in each task order. Generally, these sessions will last eight (8) hours or less.

Issue Resolution Focused sessions may involve areas of significant disagreement and potential disputes. Attendees will typically be a smaller subgroup (approximately 10-15 participants) with representatives from two or more partner organizations. The same Facilitator used in any Initial or follow up session with the project team must lead any related follow-on sessions unless an alternate is approved by the Contractor Officer.

5.4.1 Plan Issue Resolution Sessions

The Partnering Facilitator must conduct preparatory work as specified in individual task orders. Prior to the Session the Facilitator must understand the specifics of the issues to be addressed through document reviews and an assessment of the health of project team relationships. Online surveys, small group or individual interviews, or other means as approved by the Contracting Officer may also be needed. The Partnering Facilitator must evaluate and understand current team dynamics, possible root causes, and identify risks to the overall project arising from the issues to be addressed.

The Facilitator must draft an agenda, including description of activities and topics for the Session and submit the agenda to the Contracting Officer for review and approval. The Government may take up to one (1) week to review and comment on the proposed agenda. The Partnering Facilitator has one (1) week to finalize the follow-up Partnering Sessions Agenda(s) and submit it to the Contracting Officer. Each follow-up Partnering Session agenda must be finalized and approved by the Contracting Officer at least 1 week prior to the Session.

5.4.2 Conduct Issue Resolution Sessions

Sessions are to be a professional and trusting exchange among all members of the Project Team, where active participation is highly encouraged, and a win-win outcome is achieved or if not the participants make progress towards one. The fundamental purpose of this effort is to refocus the project team on shared goals and overall objectives of the project.

5.4.3 Session Reports

Provide Session Reports, electronically, in two iterations, Draft and Final as defined in the individual task order.

Reports must contain findings, conclusions, outcomes, and recommendations. Typically, The Draft Report must be submitted within one (1) week following the Session. The Government and Contractor are allowed up to two (2) weeks to review and comment. Typically, The Facilitator must finalize the Report and submit it to the Contracting Officer within one (1) week of the conclusion of the review and comment period.

5.5 Effective Partnering Development for USACE Team Members

Provide facilitation to assist USACE team members in developing and improving the capability to conduct future informal or team led partnering. These internal sessions will typically last eight (8) to sixteen (16) hours, be conducted in person at a location to be provided by the government as specified in each individual Task Order. A minimum of one (1) session will be conducted during the base year and zero to three (3) sessions for any option year exercised. Anticipate up to 10 attendees per session. The curriculum shall include pre-event actions (surveys/questionaries, interviews, agenda preparation), conducting/facilitation of the partnering meeting (organization, roles, tools and techniques), and post event actions with recommendations and draft formats for documentation, reporting, distribution and follow-up to help ensure successful outcomes.

Session topics shall include activities intended to develop the participant’s knowledge and skills necessary to plan, facilitate and document a meeting focused on achieving one or more of the following goals:

Formation of a cohesive partnership with the common goal of drawing on the strength of each organization to achieve a successful project that conforms to the Contract, is performed without safety mishaps, and completed within budget and on schedule.

Individual development in the areas of effective communication, collaboration techniques, conflict resolution best practices and common pitfalls, trust and relationship building through day-to-day interactions.

Establishing and sustaining of lines of communication between the leadership teams of the partner organizations.

Development of a 1-page Team Charter, outlining key goals of the project.

Development of an issue escalation/resolution ladder agreed upon by the partners, which identifies key decision makers and anticipated timelines.

Conducting Follow-Up Sessions is to develop trust, improve interpersonal communication, establish effective working relationships among all participants, and/or resolve outstanding issues inhibiting the team and/or project.

5.5.1 Plan Partnering Development Sessions

The Partnering Facilitator must conduct preparatory work as specified in individual task orders. Develop session materials with clearly articulated outcomes consistent with the goals listed above and as specified in the individual task order. Draft an agenda including description and duration of proposed activities and topics. Submit the proposed session materials and agenda to the Contracting Officer for review and approval. The Government may take up to two (2) weeks to review and comment on the proposed agenda and materials. The Contractor has one (1) week to finalize the course materials and submit it to the Contracting Officer. Each Session’s agenda must be finalized and approved by the Contracting Officer prior to distributing to the participants.

5.5.2 Conduct Partnering Development Sessions

The session may include a combination of strategies, as detailed in either the task order scope or in the facilitator’s proposal and approved by the Contracting Officer. Strategies may include but are not limited to lectures, facilitated discussions, group exercises, case studies, interactive knowledge checks/responses, and/or participant presentations.

The fundamental purpose of this effort is an interactive exchange to help members of USACE gain or improve individual understanding and capability with respect to partnering.

5.5.3 Session Reports

Provide session Reports, electronically, in two iterations, Draft and Final as detailed in the individual task orders.

Reports must document each session conducted; reporting attendees, time, date, and overview of what was accomplished. Sessions may be required to be recorded in individual task orders and provided I nMp4 or similar format for distribution to additional USACE teammates. Typically. the Draft Report must be submitted within one

(1) week following the Session. The Government is allowed up to two (2) weeks to review and comment. Typically, the Facilitator must finalize the Report and submit it to the Contracting Officer within one (1) week of the review and comment period.

PART 6

APPLICABLE PUBLICATIONS

6.0 APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

6.1 The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures.

Unified Facilities Guide Specifications (UFGS) 01 30 00 Administrative Requirements www.wbdg.org

U.S. Army Corps of Engineers Command partnering Philosophy (October 2021) https://usace.contentdm.oclc.org/digital/collection/p16021coll9/id/2554

ECB 2017-14 - Importance of Partnering www.wbdg.org

Partnering - A Tool for USACE: Engineering, Construction and Operations (IWR PAM 91-ADR-P-4;

May10) https://www.iwr.usace.army.mil/Portals/70/docs/cpc/91-ADR-P-4_Partnering.pdf

NAVFAC Partnering Policy (2004) https://www.adr.gov/adrguide/NAVFAC-Partnering-Instruction.pdf

Note: Copies of above references are available online for information only and do not constitute a contract requirement except as may be specifically identified in the PWS.

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7.0 ATTACHMENT/TECHNICAL EXHIBIT LIST:

7.1 Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

TECHNICAL EXHIBIT 1

Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Indicator

Standard PERFORMANCE

THRESHOLD

Method of Surveillance

PRS # 1.

Technical Accuracy and Competency. The contractor shall provide expertise in generation of reports and work products.

PWS Part 5

All products shall be technically sound, sufficiently detailed and accurate.

Reports and work products should not require significant rework.

95% Government Representative Surveillance

PRS # 2 Customer Satisfaction.

The contractor shall facilitate timely resolution of any customer issues.

PWS Part 5

All customer issues shall be addressed in a timely and efficient manner that provides the appropriate level of responsiveness and support IAW with organization business practices.

No complaints from agencies on the resolution of issues that may include accuracy or timeliness.

PRS # 3

Documentation. The contractor shall provide accurate and timely documentation to the government.

PWS Part 5

All documentation shall be provided in the form of trip reports, meeting minutes, reports, white papers, technical reports, memos, information papers and evaluation reports, as required.

All documentation will be accurate and delivered in the prescribed timeframe as agreed upon by the government.

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR

EXECUTIVE ORDERS--COMMERCIAL ITEMS (SEP 2021)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L.

113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Jul 2018) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (AUG 2020) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items: (Contracting Officer check as appropriate.)

___ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

___ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (JUN 2020) (41 U.S.C. 3509).

___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

___ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L.

109-282) (31 U.S.C. 6101 note).

___ (5) [Reserved]

___ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

___ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub.

L. 111-117, section 743 of Div. C).

___ (8) 52.209-6, Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (JUN 2020) (31 U.S.C. 6101 note).

___ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT 2018) (41 U.S.C. 2313).

____ (10) [Reserved]

____ (11) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (SEP 2021) (15 U.S.C. 657a).

____ (12) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (SEP 2021) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

____ (13) [Reserved]

X (14)(i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) (15 U.S.C. 644).

____ (ii) Alternate I (MAR 2020) of 52.219-6.

____ (15)(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) (15 U.S.C. 644).

____ (ii) Alternate I (MAR 2020) of 52.219-7.

____ (16) 52.219-8, Utilization of Small Business Concerns (OCT 2018) (15 U.S.C. 637(d)(2) and (3)).

____ (17)(i) 52.219-9, Small Business Subcontracting Plan (SEP 2021) (15 U.S.C. 637(d)(4)).

____ (ii) Alternate I (NOV 2016) of 52.219-9.

____ (iii) Alternate II (NOV 2016) of 52.219-9.

____ (iv) Alternate III (JUN 2020) of 52.219-9.

____ (v) Alternate IV (SEP 2021) of 52.219-9.

____ (18) (i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) (15 U.S.C. 644(r)).

____ (ii) Alternate I (MAR 2020) of 52.219-13.

____ (19) 52.219-14, Limitations on Subcontracting (SEP 2021) (15 U.S.C. 657s).

____ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (SEP 2021) (15 U.S.C. 637(d)(4)(F)(i)).

____ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (SEP 2021) (15 U.S.C.

657f).

X(22) (i) 52.219-28, Post-Award Small Business Program Rerepresentation (SEP 2021) (15 U.S.C. 632(a)(2)).

____ (ii) Alternate I (MAR 2020) of 52.219-28.

____ (23) 52.219-29, Notice of Set-Aside for, or Sole-Source Award to, Economically Disadvantaged Women- Owned Small Business Concerns (SEP 2021) (15 U.S.C. 637(m)).

____ (24) 52.219-30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (SEP 2021) (15 U.S.C. 637(m)).

____ (25) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) (15 U.S.C. 644(r)).

____ (26) 52.219-33, Nonmanufacturer Rule (SEP 2021) (15 U.S.C. 657s).

X (27) 52.222-3, Convict Labor (JUN 2003) (E.O. 11755).

X(28) 52.222-19, Child Labor--Cooperation with Authorities and Remedies (JAN 2020) (E.O. 13126).

____ (29) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

____ (30)(i) 52.222-26, Equal Opportunity (SEPT 2016) (E.O. 11246).

____ (ii) Alternate I (FEB 1999) of 52.222-26.

____ (31)(i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C. 4212).

____ (ii) Alternate I (JUL 2014) of 52.222-35.

____ (32)(i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) (29 U.S.C. 793).

____ (ii) Alternate I (JUL 2014) of 52.222-36.

X (33) 52.222-37, Employment Reports on Veterans (JUN 2020) (38 U.S.C. 4212).

____ (34) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O.

13496).

X (35)(i) 52.222-50, Combating Trafficking in Persons (OCT 2020) (22 U.S.C. chapter 78 and E.O. 13627).

____ (ii) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

____ (36) 52.222-54, Employment Eligibility Verification (OCT 2015). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

____ (37)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (MAY 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

____ (ii) Alternate I (MAY 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

____ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (JUN 2016) (E.O. 13693).

____ (39) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners

(JUN 2016) (E.O. 13693).

____ (40) (i) 52.223-13, Acquisition of EPEAT® Registered Imaging Equipment (JUN 2014) (E.O.s 13423 and 13514).

____ (ii) Alternate I (OCT 2015) of 52.223-13.

____ (41)(i) 52.223-14, Acquisition of EPEAT® Registered Televisions (JUN 2014) (E.O.s 13423 and 13514).

____ (ii)…