Revised Performance Work Statement and Evaluation Criteria_2-14-2022.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

THIS MODIFICATION IS BEING INITIATED TO REFLECT THE FOLLOWING:

1. The solicitation closing date is extended to close February 18, 2022.

2. Revised Performance Work Statement included

3. Revised Evaluation Criteria included

4. New Clin Item 1002 with subclins for SLDP Only has been added .

1. CONTRACT ID CODE PAGE OF PAGES

1 30

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 W912EQ22Q0019

X 9B. DATED (SEE ITEM 11)

31-Jan-2022

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 X is extended, 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.

P0001

5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

11-Feb-2022

CODE

US ARMY ENGINEER DISTRICT, MEMPHIS

VALERIE MARSHALL

167 N. MAIN STREET

VALERIE.MARSHALL@USACE.ARMY.MIL

MEMPHIS TN 38103-1894

W912EQ 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W912EQ22Q0019

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 15-Feb-2022 10:00 AM to 18-Feb-

2022 10:00 AM.

SUPPLIES OR SERVICES AND PRICES

CLIN 0001

The CLIN extended description has changed from:

PROGRAM (LDP). ENTIRE CONTRACT SHALL ADMINISTER THE LDP IN STRICT ACCORDANCE

WTHE THE PERFORMANCE WORK STATEMENT PROVIDED.

To:

PROGRAM (LDP) ONLY. CONTRACT SHALL ADMINISTER THE LDP IN STRICT ACCORDANCE WTHE

THE PERFORMANCE WORK STATEMENT PROVIDED.

CLIN 1001

The CLIN description has changed from OPTION YEAR ONE to OPTION YEAR ONE - LDP ONLY.

CLIN 1002 is added as follows:

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

OPTION OPTION YEAR ONE SLDP ONLY

FFP

SENIOR LEADERSHIP DEVELOPMENT PROGRAM. SEE PERFORMANCE

WORK STATEMENT.

NET AMT

SUBCLIN 1002AA is added as follows:

1002AA 1 Session

ORIENTATION

FFP

FOB: Destination

SUBCLIN 1002AB is added as follows:

1002AB 2 Days

INITIAL RETREAT - WORKSHOP

SUBCLIN 1002AC is added as follows:

1002AC 9 Session

INTERACTIVE TRAINING SESSION

SUBCLIN 1002AD is added as follows:

1002AD 8 Session

2 HOUIR INDIVIDUAL COACHING SESSION

FFP

PER PARTICIPANT

SUBCLIN 1002AE is added as follows:

1002AE 1 Days

POST REVIEW /POST

FFP

UTILIZATION

SUBCLIN 1002AF is added as follows:

1002AF 1 Bundle

MATERIALS

SUBCLIN 1002AG is added as follows:

1002AG 1 Session

GRADUATION

The following have been modified:

PERFORMANCE WORK STATEMENT

Performance Work Statement

Leadership Development Program - Level 1 (LDP1)

1. Overview:

The U.S. Army Corps of Engineers, (Corps), Memphis District, is seeking a professional training organization to facilitate the Memphis District's Leadership Development Program Level 1 (LDP1).

U.S. Army Corps of Engineers Regulation, ER 690-1-1214 dated 28 February 2011, describes the background, components, and intent of the LDP.

The primary objective of the LDP1 is to develop "leaders at all levels" who accomplish the mission, meet challenges, and create a learning organization that enables us to continuously adapt and adjust the USACE strategic direction to sustain and improve our relevance to the Army and the nation.

The secondary objective is to achieve enhanced self-awareness, build teams and communicate transparently, to include the following:

Engage a common language that describes leadership

Develop a common concept of what we mean by leadership and teamwork

Communicate a common language and approach to processes to promote unity throughout the Corps

Provide participants tools, awareness and experiences that improve their abilities to:

o Understand their strengths and weaknesses o Develop strengths and manage weaknesses o Increase their knowledge of the Corps strategic direction o Build collaborative relationships o Manage their personal and professional development o Increase knowledge and share experiences with the private sector, and local governments, on leadership with regard to business planning and development processes o Build teams

2. Description of Requirements:

The contractor will provide formal, interactive training on the mandatory elements of the LDP 1 program and other leadership topics relevant to the Leading Self and Teams theme. Training sessions will be conducted in an interactive engaging manner with numerous hands-on activities. The contractor shall lead 9 interactive training sessions. Please see Section 7 for additional information. The last session will consist of a program review/post utilization and graduation ceremony.

The facilitator will use government owned or educational facilities, such as MVM Federal Building, city owned properties, local college/universities/learning campuses including use of meeting rooms and audiovisual equipment with advanced coordination with COR and approval of the Contracting Officer.

Facilitator will pay any applicable rental fees. The facilitator will not be granted access to the Government's computer network. The Contracting Officer’s Representative (COR) will work in conjunction with the contractor/facilitator to identify, reserve and setup approved training facilities for training sessions.

The contractor will communicate with participants on a monthly basis as necessary to ensure participants are tracking their requirements for the upcoming session.

The contractor will provide mentoring guidance, to include mentee roles, responsibilities, and tips for successful mentorship, to participants at the Orientation and throughout the program to assist participants through their mentor experience ensuring a positive outcome for participants. Participants will be assigned mentors by the COR before the first workshop.

The contractor will provide a minimum of 3 coaching sessions per class member throughout the program.

Each session should be a minimum of 30 minutes and scheduled face-to-face when possible or through other means as agreed upon by participants and contractor. Coaching sessions must take place outside of classroom training time.

3. Mandatory Elements (Proposal Must Include):

The Contractor shall incorporate, at a minimum, the following mandatory elements into the leadership training curriculum:

Minimum of two guest speakers from the private sector. Speaker names and topics must be included.

Training topics such as: Self Awareness, Team Building, Conflict Management, Interpersonal Skills, Effective Communication, Problem Solving, process improvement, strategic thinking, etc.

Minimum of 2 current leadership books to include title, brief synopsis and how it ties into the proposed curriculum.

Minimum of 2 certified personality/leadership assessment toolsSLCP such as Myers Briggs Indicator Type (MBTI), Thomas Kilman Instrument (TKI), DISC Profile, Gallup Strengths finder, Fundamental Interpersonal Relations Orientation (FIRO), Strong Interest Inventory, etc.

360 Assessment at the start of the training

Presentation skills/public speaking

Expectation of participants to graduate to include how the participants will be evaluated throughout the program

Monthly reflection essays

Within two (2) weeks after award of the contract, the contractor shall participate in a half 2-4 hour planning session with the COR. This meeting shall be held at a mutually agreeable location, date, and time. The contractor will present their training plan including proposed schedule. This meeting shall be held as an opportunity to discuss respective roles, responsibilities, clarify expectations and develop initial norms and structures, discuss proposed curriculum, preliminary activity schedule and review individual development plans to assist in the identification of goals and objectives of the program and discuss information about diagnostic tools to be used in the classroom.

After completion of each training session, the COR will send evaluation forms to the participants. The COR will provide the Contractor consolidated results of the participant evaluation forms and copies of each participants evaluation form. The COR and Contractor will discuss these evaluation results and improvements will be made to the program as needed. These evaluation forms will be used to provide the Contractor performance feedback and will be used to monitor Contractor performance in accordance with the performance work statement.

4. Materials Requirement:

The Contractor will provide all handouts for each training session. The Contractor will be responsible for supplying items necessary for assessments, icebreakers, and teaming activities. Some examples are: pads of paper, deck of cards, bells, tickets, etc. The Contractor will also need to supply a laptop for presenting their modules during the formal training sessions.

5. Graduation

The graduation ceremony will be coordinated with the COR. The participants will be required to brief the Memphis District Commander. The Contractor will be responsible for providing hard structure frames for graduation certificates. The certificates will be provided by the COR.

6. Base Year Program Schedule:

Length Month

COR Meeting with Contractor

½ Day

February

Orientation

½ Day

March

Initial Workshop

3 Days

April

Training Session

1 Day

May

June

Mid‐Point Workshop

3 Days

July

August

September

October

Wrap Up/Graduation

2 Days November

Please Note: Actual training dates and locations will be set by the Contractor and COR.

PART 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract to provide services to develop and administer most portions of a Leadership Development Program (LDP) for up to twelve U.S. Army Corps of Engineers (USACE) Memphis District employees over a nine (9) month period per class. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government. Unless otherwise noted as being specific to either the LDP or SLDP, all requirements apply to both.

The contract serves to obtain curriculum design and educational services for the purpose of training a group of up to twelve adults (LDP) and eight adults (SLDP) to develop their leadership skills, situational awareness, and strengths.

The training will take place in Memphis, TN and various sites in our area of responsibility.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform development and administration of a Leadership Development Program as defined in this performance work statement except for those items specified as Government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: The Memphis District Leadership Development Program Tier 1 (LDP) were designed in response to the need to systematically develop the leadership strengths, situational awareness, and skills of the Memphis District’s current and future leaders. The program is intended to help class members learn to become more effective in using their own strengths, values, and style. They are given opportunities to reflect and draw lessons from their experiences. They are encouraged to ask questions, to think critically, and to listen and speak in ways that inform and inspire others. The program is tailored for USACE employees and must be taught the context in which the USACE operates at the district, division, and headquarters level. Opportunities are provided to meet and discuss issues with key leaders. The program is intended to teach perspective on how organizational systems operate, what it means to be a learning organization, and how to be an effective agent of change. The LDP increases class members’ skills in working on teams and provides the opportunity to build lasting relationships with classmates from throughout the Memphis District. The program builds participants’ skills and competency to deal with the current environment and future challenges.

The Memphis District will conduct the LDP in partnership with the selected Contractor. A steering committee including Memphis District middle management, senior leaders and recent program graduates gives strategic-level guidance to the program. A LDP Coordinator from the Memphis District will oversee the program to ensure continuity, integrity, and leadership involvement. This Coordinator will be present during most program activities with class members and the Contractor to talk about the USACE perspective, context, and processes. There are specific activities, such as class days and retreats, that the Contractor is expected to design and lead. Other program activities the District’s LDP Coordinator will lead, such as a field visits and dialogue sessions with senior leaders.

The Contractor-lead versus USACE-lead program elements are described in Part 5 of this performance work statement.

1.3 Objectives: Leadership is the process of influencing people by providing purpose, direction, and motivation while operating to accomplish the mission and improve the organization (ADRP 6-22). The purpose of Memphis District’s Leadership Development Program is to develop leaders at all levels regardless of position. The program is designed around five competency outcomes, described below, identified by the Memphis District leadership as being of critical importance to developing leaders now and into the future.

1.3.1 Outcomes: Memphis District expects LDP and SLDP class members to develop greater competency in the following five areas and will ascertain whether outcomes have been met using reflective essays, discussions, and observed behavioral changes of the LDP class members. The focus of the LDP will on leading self and teams. The focus in the SLDP will be on leading self, staff-level teams, and organizations.

Thinking Big Picture: Graduates can see and think in “Big Picture” terms and work within the existing environment or system to accomplish the mission. Graduates demonstrate a personal commitment to the organization and its mission (i.e., putting the organization above your own agenda). Graduates understand what situational awareness is, why it is important and have acquired an expanded situational awareness as a result of the program. Additionally, SLDP graduates understand how their organization fits into the “big picture” and are able to communicate that effectively to their team members.

Understanding Self and Others: Graduates will have a solid understanding of their own perspectives, preferences, styles, strengths, and weaknesses; can recognize those of others; and can optimize their interrelation.

Leading: Graduates have a clear leadership philosophy. Graduates have some comfort with discomfort, can identify sources of discomfort, identify, and manage risks, and lead during uncertain events and periods.

Communicating: Graduates can communicate effectively with individuals, in groups and in front of an audience. Graduates have the skills to listen to others for understanding, anticipate items of interest, conduct difficult conversations, directly manage conflict, and provide information in the appropriate manner for the intended receiver(s).

Engaging in Teams and the Organization: Graduates understand the importance of strategic thinking and are familiar with the current USACE and Memphis District mission, vision and organization. They understand how their own work supports the USACE mission and strategic goals. They understand the concepts of organizational culture, how to create an environment of learning, and why that is important to USACE’s future.

1.3.2 USACE Leadership Involvement and Continuity: Memphis District believes it is important that USACE leadership be closely involved with the LDP and intends to provide one or more leaders who will participate in most class events. The purpose for the leader in the class will be to provide a USACE perspective on leadership topics, link leadership learning to current USACE events, provide context for class members who haven’t been with the USACE for long, as well as contribute to the linkage between learning activities. There will also be a USACE LDP Coordinator (see Part 2, Definitions) that is closely involved to oversee the program and coordinate leadership involvement. The LDP Coordinator will also provide guidance to class members about mentor selection, team projects, field trip planning, etc. LDP team projects will require close coordination with the LDP Program Coordinator and the Memphis District leadership. The District expects the Contractor to provide a single Contractor Lead Instructor to personally participate in most LDP activities, providing consistency and continuity between learning events.

1.3.3 Learning Methodology: In addition to the single Contractor Lead Instructor, it is suggested that class sessions be conducted by a variety of qualified teachers. Arrangements shall be made for small group discussions, retreats, guest speakers, presentations by senior leaders, or online tutorials when necessary.

Instructional facilities will typically be located at Federal Government-owned rooms within the Memphis local commuting area. The LDP Coordinator will be available to assist in reserving Government meeting rooms and supporting logistics for in-District sessions.

1.3.4 Contractor Flexibility: The Contractor shall be flexible enough to capitalize on additional learning opportunities and experiences which might occur once or twice during the year but are not anticipated in the original outline of the year’s developmental activities. Examples of such opportunities could include such things as a visit to the Memphis area by an inspirational leader that the class could meet, or a newly released book on leadership that would be applicable to the curriculum. This flexibility would be demonstrated in revisions to the curriculum during the contract period. The contractor shall be able to address the specific needs and adapt to the different learning and work styles of individual participants.

1.4 Phase In/Phase Out Period: To insure the program starts on time each year, the Contractor shall have personnel on board available for coordination during a 30-day pre-program period. During the pre-program period, the

Contractor shall become familiar with contract performance requirements and generate a draft curriculum to be ready to present to the QAR when the contract program period starts. The contractor shall have personnel available during the 30-day post program period for phase out of the program, and to provide transition assistance to a follow-on contractor, if applicable. There is no requirement for the Contractor to be on-site during this period.

Communication may be telephonic.

1.5 Period of Performance: The period of performance shall be for base year of 9 months and one 9-month option year. The base year period of performance shall be February 23, 2022 to November 22, 2022.

Award for the next option period will be made prior to expiration of the base period of performance at the Government’s discretion if award of the option is determined to be advantageous to the Government. The total contract period shall be 18 months if the Government awards the optional period. The period of performance will be as follows:

Base Year: February 23, 2022 – November 22, 2022 Option Year I: February 2023 – November 2023

For each of the Base Year and subsequent Option Year(s), the Government may exercise the option to conduct an SLDP class in addition to the LDP class. The Contractor shall be capable of conducting both classes simultaneously in any given year. The SLDP class option is not guaranteed for any subsequent Option Year(s).

SLDP Option: The SLDP is a pre-negotiated option to this contract and may or may not be included as part of the tasks required for option year of the contract.

The SLDP focuses on -

1) expanding participants’ emotional intelligence, to include their self-awareness as organizational and staff leaders;

2) understanding the impact they have on others and learning to adapt as needed;

3) identifying and applying their authentic leadership style;

4) gaining enhanced understanding of how to build, manage and sustain relationships at all levels of the organization; and

5) sharpening leadership skills needed to effectively lead and manage people at the staff level, with strong focus on interpersonal skills, to include motivating, giving feedback and managing conflict and change;

6) expanding situational awareness and understanding how what their organization does fits into the bigger picture of the Corps; and

7) exploring organizational culture, how to shape it and influence organizational direction.

While the LDP concentrates primarily on leading self and teams, the SLDP concentrates on leading self, staff-level teams and the organization.

The SLDP curriculum framework contains essentially the same components as the LDP with the exception of:

1) There is no SLDP team project.

2) The number of extra reading requirements is less for participants and instead offered as optional reading. The Contractor with input from the SLDP group will decide which readings to have as required reading and which will be optional depending on the needs of the specific SLDP class.

3) Monthly reflective essays will be required, but not monthly written feedback or activity reports. Instead, at the end of each class, the Lead Instructor will take a few minutes to collect oral feedback on what worked; what are thoughts for improvement and what were the key take-aways. The Contractor shall then report a summary of feedback received in their monthly report to the LDP Coordinator.

4) A senior leader may be asked as a guest to attend a specific class, however, having a senior leader present at each SLDP class is not required.

5) SLDPs are not required to do formal presentations to the class. Rather they are to focus on developing and applying key interpersonal communication skills needed to effectively lead staff-level teams.

While the curriculum content is similar, a primary difference in the SLDP versus the LDP lies in how it is facilitated.

It is less an instructor-led program and more of a program of facilitated participant dialogue, which warrants a smaller group (no more than 8). For SLDP, the curriculum is used as a contextual framework for the supervisor participants to discuss relevant issues and to share experiences with their fellow supervisors that may be helpful to issue resolution or at least to know that they are not alone and deal with many of the same issues regardless of where they sit in the Corps. As with the LDP, creating a lasting network for support long after SLDP is a program goal and creating a safe environment of confidentiality is imperative to program success. That being said, the Lead Instructor is also responsible for introducing thought-provoking curriculum content that will help supervisors see their work, their people and themselves in new ways and to expand their situational awareness and “big picture” thinking.

1.6 General Information

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this performance work statement. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he/she assures that his/her work complies with the requirement of the contract. The quality control plan will be delivered within 30 days after contract award to the COR and LDP Coordinator. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to the quality control system. At minimum, the plan will require the contractor to seek feedback from the LDP participants using a short evaluation form on a monthly basis. The contractor shall provide a summary of these evaluations monthly to the Contracting Officer’s Representative (COR) and shall describe what follow-on action he/she has taken in response to the feedback to ensure a high standard of program quality.

1.6.2 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 will 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).

1.6.3 Recognized Holidays: The contractor shall not perform services on Federal Holidays, as listed:

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

1.6.4 Hours of Operation: The contractor shall be responsible for conducting business, between the hours of 9:00 a.m. and 5:30 p.m. Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the Government facility is closed for the above reasons. The Contractor shall, at all times, maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 Place of Performance: The work to be performed under this contract will be performed at the Memphis District Federal Office Building (FOB); 167 North Main St. Memphis, TN 38109.

1.6.6 Type of Contract: The Government will award a Firm Fixed-Price contract for this requirement.

1.6.7 Security Requirements: All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. Upon request, the contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website:

http://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum.

1) Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use, if needed. 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 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 as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes. Contractor will be required to obtain a common Access Card (CAC) in order to access government computer systems and access to installation.

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.

3) Government Information Systems: All contractors with access to a government info system must be registered in the Army Training Certification Tracking System (ATCTS) at commencement of services, and must successfully complete the DOD information Assurance Awareness prior to access to the information systems and then annually thereafter in accordance with personnel security standards listed in AR 25-2 (Information Assurance), an appropriate background investigation will be conducted prior to accessing the government information system.

4) Operation Security: All new contractor employees will complete Level 1 OPSEC training within 30 calendar days of their reporting for duty. Additionally, all contractor employees must complete annual OPSEC awareness training. The contractor shall submit certificates of completion for Each affected contractor and sub-contractor employee, to the COR or the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training. OPSEC awareness training is available at the following website: http://www.iad.gov/ioss or http://www.cdse.edu/catalog/operations-security.html ; or it can be provided by the RA OPSEC officer in presentation form which will be documented via memorandum.

5) Threat Awareness Reporting Program: All new contractor employees will complete annual Threat

Awareness and Reporting Program (TARP) Training provided by a Counterintelligence Agent, IAW AR 381-12. The contractor shall submit certificates of completion for each affected contractor and subcontractor employee(s) or a memorandum for the record, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training. Authorized web-based TARP training for CAC card holders is available at the following website:

https://www.us.army.mil/suite/page/655474 .

6) Computer Information Assurance: All contractor employees and associated subcontractor employees must complete the DoD IA awareness training before issuance of network access and annually thereafter. All contractor employees working IA/IT functions must comply with DoD and Army training requirements in DoDD 8570.01, DoD 8570.01-M and AR 25-2 within six months of employment.

7) Escort for Classified and/or Sensitive Areas: All contract employees, including subcontractor employees who are not in possession of the appropriate security clearance or access privileges, will be escorted in areas where they may be exposed to classified and/or sensitive materials and/or sensitive or restricted areas.

8) Appropriate Level Facility and Individual Clearance(s): The Prime contractor company must have a facility clearance (FCL) at the appropriate level (IAW the NISPOM DOD 5220.22-M and AR 380-49) prior to the start of the contract awarded period of performance. Contractor personnel performing work under this contract must have the required security clearance, per AR 380-67, at the appropriate level at the start of the period of performance. Security clearances and FCL requirements are required to be maintained for the life of the contract IAW the DD Form 254 attached to the contract. If no FCL, the supporting government contracting activity will sponsor the prime contract company in obtaining the FCL.

9) Candidate Pre-Screening (E-Verify): 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.

1.6.8 Special Qualifications: See Evaluation Criteria

1.6.9 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced.

Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10 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: assure that the Contractor performs the technical requirements of the contract;

perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies;

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.

1.6.11 Key Personnel: The following personnel are considered key personnel by the government: Kodi Till (. 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 between 6:30 a.m. to 3:30 p.m., Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

1.6.12 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.

1.6.13 Contractor Travel: See Part 5

1.6.14 Other Direct Costs: None

1.6.15 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.

1.6.16 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.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor having 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-physical things such as meeting minutes.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

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.

2.1.12. WORK WEEK. Is defined as 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 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 & 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: All supplies, equipment, and office/examination space will be provided by USACE-Memphis.

3.2 Facilities: Rooms shall be provided by the Government

3.3 Utilities: Utilities shall be provided by the Government

3.4 Equipment: The Government shall provide basic equipment

3.5 Materials: N/A

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities, and services required to perform work under this contract that are not listed under Part 3 of this PWS.

4.2 Materials: The Contractor shall provide:

4.2.1 Printed books, articles, and other paper-based materials on leadership for participant learning purposes.

4.2.2 Any materials required by the instructor to teach the courses, including handouts.

4.2.3 Paper, notepads, flip charts, white boards, pens, pencils, three-ring binders and similar common-use student supplies for USACE employees and to Contractor personnel.

4.2.4 All assessments and tools, such as a 360 survey, used to develop self-awareness and participants understanding of self and others. At minimum, the Contractor shall use the Strengths Finder assessment (all 34 version) and the Myers-Briggs Type Indicator.

4.3 Equipment: The Contractor shall provide any personal computers and peripherals required to be used by the Lead or Back-up Instructor or other Contractor personnel.

4.4 Online Collaboration: Access to Government-owned computers or networks cannot be provided to the Contractor. It is expected that the Contractor shall use publicly available email systems to share documents, messages, and other electronic material with the LDP/SLDP participants. USACE shall provide LDP/SLDP participants with email capability and/or a web site for online interaction.

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS: The Memphis District will conduct the Leadership Development Program (LDP) in partnership with the selected Contractor. The contract tasks in which the Contractor shall lead are described in paragraphs 5.1.1 through 5.1.18 below. Program elements which the LDP Coordinator will lead are described in paragraphs 5.2.1 through 5.2.5. Unless otherwise noted, all tasks apply to LDP

5.1 Tasks Lead by the Contractor. The following activities will be the responsibility of the Contractor:

5.1.1 Customized Program Curriculum. The Contractor shall provide services required to develop and teach a customized leadership development curriculum, per the objectives described in section 1.3 and the tasks described below. The Contractor’s Lead Instructor shall coordinate with the Program Coordinator (a Memphis District employee), who will ensure Contractor- led and Government-led events are integrated smoothly and USACE leaders interact successfully with the program. The LDP Coordinator will be responsible for leading some elements of the program. A USACE leader will be participating in most LDP events, providing USACE perspective and context. LDP events such as classes and retreats will be held in Government-owned or Government-leased facilities reserved by the LDP Coordinator. Food cannot be provided by the Contractor for LDP participants at Government expense except as part of the graduation ceremony. Although not required, it is preferred that employees who finish the program will be eligible for graduate level university credit from an accredited academic institution associated with the Contractor.

5.1.1.1 Development of Draft Program Curriculum. The Contractor’s Lead Instructor shall prepare a draft curriculum and submit it to the Contracting Officer for approval within 5 calendar days of contract award or start of an option period. The curriculum shall include the topics, lesson plan goals and objectives linked to the outcomes described in paragraphs 1.3.1-1.3.2, proposed dates, a list of proposed instructional materials, methods of instruction, and types of instructors or speakers. LDP participants shall not be scheduled into regularly scheduled university classes, however students may receive graduate level credit for their participation, if such credits are provided at no additional cost to the Government. Generally, one event per month, such as class days or retreats, should be scheduled.

Draft formats for the participant feedback form (see paragraph 5.1.10), Contractor monthly activity report (see paragraph 5.1.11), and the post-program evaluation shall also be drafted by the Contractor’s Lead Instructor and submitted with the draft curriculum.

5.1.1.2 Curriculum Presentation and Review Meeting. Both the Contractor’s Lead Instructor and the Back-up Instructor shall attend a one-day meeting with the KO, LDP Coordinator, and possibly LDP Steering Committee members at the Memphis District office within 10 calendar days of contract award or start of an option period to discuss the draft curriculum for the upcoming year.

5.1.1.3 Finalize Program Curriculum. Based on feedback and review comments received as a result of the curriculum presentation and review meeting, the Contractor shall finalize the submittals and provide them to the KO for review and acceptance within 5 calendar days of the curriculum presentation and review meeting. The Contractor may propose updates to the curriculum throughout the year through the monthly activity report process. Finalization of proposed dates will be subject to input from the LDP class at the program orientation event.