20160111_1_PWS_for_Posting.docx

Balanced Readiness Seminar

PERFORMANCE WORK STATEMENT (PWS)

Balanced Readiness Seminar

11 January 2015

1. General: This is a non-personal services contract to provide Brigade and Battalion Level Pre Command Course students with a seminar that educates participants on assessing and planning for comprehensive work/life balance.

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 the Balanced Readiness Seminar as defined in this PWS, 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 Brigade and Battalion Pre Command/Command Sergeants Major Courses (BDE PCC/CSMC, BN PCC/CSMC) are approved CSA initiatives as of 26 May 2013. They are designed to provide command and CSM selects at the O5/LTC and O6/COL levels the education, training and personal awareness tools required to perform effectively as senior level/corporate stakeholders of our Army. This is a two part program: Part 1 is an education program that encompasses senior leader competencies as defined in ADRP 6-22 Army Leadership, Part 2 is a 1.5 day seminar that will guide the participant in clarifying their personal and professional values, provide personal awareness, emphasize areas under the comprehensive soldier and family fitness (CSF2) program and create an action plan to address work/life balance.

1.3. Objectives:

· Holistic, introspective assessment of personal identity with supporting counseling

· 1.5 day seminar on work/life balance

· Individual life action plan

1.4. Scope: The BDE/BN PCC is conducted 10 times a year. The goal of Part 2 is for the student to gain an understanding of those factors that compromise the achievement of work/life balance and the Army leadership competency: Develops. This in-depth appreciation of balanced readiness will contribute to actualizing the tenets of the whole person/family fitness concept and its relationship with the professional demands of a senior level/corporate stakeholder of our Army. The areas of concentration will include but not limited to: spiritual, emotional, and social fitness. To do this the contractor shall develop a program to instruct, coach and mentor up to 203 students in a Balanced Readiness Seminar as part 2 of the BDE/BN PCC/CSMC course of instruction. The seminar will consist of introspective assessment and 1.5 days of classroom instruction. The contractor will provide a recommended modified curriculum, to be approved by the School for Command Preparation (SCP), for BDE PCC students who have previously attended BRS during BN PCC. The annual throughput of students fluctuates based on the needs of the Army. The range can be as low as 1630 to a high of 2050 per year. The anticipated throughput of students for this contract year is 1894. FY16 courses will have up to 203 students. FY17 courses will have up to 169 students. The course schedules are attached.

1.5. Period of Performance: The period of performance shall be for one Base Period of approximately 5 months and four option periods asis defined in Section F of the solicitation/contract.

1.6. General Information

1.6.1. Quality Control:

Quality Control is the responsibility of the contractor. The contractor is responsible for the delivery of quality services/supplies to the Government (see FAR 52.246-4, Inspection of Services – Fixed-Price).

The Contractor shall develop, implement and maintain an effective Quality Control System which includes a written Quality Control Plan (QCP). The QCP shall implement standardized procedure/methodology for monitoring and documenting contract performance to ensure all contract requirements are met. The Contractors’ QCP must contain a systematic approach to monitor operations to ensure acceptable services/products are provided to the Government. The QCP, as a minimum, shall address continuous process improvement; procedures for scheduling, conducting and documentation of inspection; discrepancy identification and correction; corrective action procedures to include procedures for addressing Government discovered non-conformances; procedures for root cause analysis to identify the root cause and root cause corrective action to prevent re-occurrence of discrepancies; procedures for trend analysis; procedures for collecting and addressing customer feedback/complaints. The contractor shall upon request provide to the Government their quality control documentation. The QCP shall be provided to the administrative Contracting Officer (KO) and contract specialist via e-mail within 10 business days of the performance start date (PSD). The Government will accept, or return the QCP for revision within 10 business days. Any change to the QCP after initial acceptance requires the review and acceptance of the KO.

1.6.2. Quality Assurance: The Government will evaluate the contractor’s performance under this contract in accordance with (IAW) the Quality Assurance Surveillance Plan (QASP). This plan is a Government only document primarily focused on what the Government must do to assure that the contractor has performed IAW the requirements of the contract.

1.6.3. Federal Government Holidays:

1.6.4. Hours of Operation: The contractor is responsible for conducting business while the classroom facility is open, between the hours of 0800-2000 Saturday and Sunday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

1.6.5. Place of Performance: The work to be performed under this contract will be performed at 250 Gibbons Ave, Fort Leavenworth, KS 66027.

1.6.6. Security Requirements: Contractor personnel (to include subcontractors) performing work under this contract must have a favorable background investigation to access the non-classified internet protocol router network (NIPRNET).

1.6.6.1. Physical Security: The contractor shall be responsible for safeguarding all Government equipment, information and property provided for contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured.

1.6.6.2. Key Control Not applicable.

1.6.6.3. Lock Combinations Not applicable.

1.6.6.4. Key-pad Access Control Not applicable.

1.6.7. Special Qualifications:

1.6.7.1. Contractor should consider the use of commercially recognized / professionally valued instruments designed as assessment tools of personal values, personality traits and leader traits to support the desired assessment of each individual as well as aid in providing developmental feedback and counseling. Proprietary tools should also be considered. The Contractor shall describe the tools to be used and how they will be used and must verify each coach is certified to interpret the instrument measurements and is experienced in using this assessment in coaching others. The Contractor shall clearly explain to the Government what each instrument assesses and how use of the instrument enables achieving expected outcomes described in Part 1, Scope.

1.6.7.2. Each coach provided by the contractor shall be able to quickly relate to and build trust with each student to be coached. Credentials, as it relates to credibility, informs the attributes expected of each coach. Knowledge of senior leadership skills and competencies is important, but not sufficient. Coaches experienced at the executive level of leadership in the private sector, the public sector and or in military specific structures is highly valued and expected (executive level is defined as having served in leadership positions at the brigade level or above or in corporate level (CEO, CIO, etc.) position equivalency). Competency in effective developmental coaching is an imperative.

1.6.8. Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity IAW Federal Acquisition Regulation Subpart 42.5, Post Award Orientation. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the Government 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.

1.6.9. 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, and specifications; monitor Contractor's performance and notify both the KO 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.

1.6.10. Key Personnel: Not applicable.

1.6.11. Identification of Contractor Employees: The Contractor shall provide each employee an Identification (ID) Badge, which includes at a minimum, the Company Name, Employee Name and a color photo of the employee. ID Badges for Key Personnel shall also indicate their job title. ID Badges shall be worn at all times during which the employee is performing work under this contract. Each Contractor (to include subcontractors) employees shall wear the ID Badge in a conspicuous place on the front of exterior clothing and above the waist except when safety or health reasons prohibit. The Contractor (to include subcontractors) shall be responsible for collection of ID Badges upon completion of the contract or termination of employee. 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.

1.6.12. Supervision of Contractor Employees: The Government will not exercise any supervision or control over Contractor or subcontractor employees while performing work under the contract. Such employees shall be accountable solely to the Contractor, not the Government. The Contractor, in turn, shall be accountable to the Government for Contractor or subcontractor employees.

1.6.13. Contractor Travel Not applicable.

1.6.14. Other Direct Costs Not applicable.

1.6.15. Organizational Conflict of Interest (OCI): The contracting officer has not identified any OCIs inherent to this requirement. It is the offeror’s responsibility to notify the contracting officer, prior to submission of proposals, if a potential OCI is identified.

1.6.16. Anti-Terrorism (AT) Level I Training. All contractor employees requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days of the performance start date (PSD) or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee to the COR or to the contracting officer, if a COR is not assigned, within 30 calendar days after completion of training by all employees. AT level I awareness training is available at the following website: https://atlevel1.dtic.mil/at.

1.6.17. AT Awareness Training for Contractor Personnel Traveling Overseas. Not applicable.

1.6.18. Access and General Protection/Security Policy and Procedures. Contractor 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 shall 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.

1.6.18.1. Contractors Requiring a Common Access Card (CAC). Not applicable.

1.6.18.2. Contractors Not Requiring a CAC but Require Access to a DoD Facility or Installation. Contractor employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05/AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

1.6.19. iWATCH Training. The contractor shall brief all employees on the local iWATCH program (training standards provided by the requiring activity’s ATO). This training shall be completed within 30 calendar days of the PSD and within 30 calendar days of new employees commencing performance with the results reported to the COR no later than (NLT) 15 calendar days after completion of training.

1.6.20. Access to Government Information Systems. All contractor employees with access to a Government info system shall be registered in the Army Training Certification Tracking System (ATCTS), and shall successfully complete the DoD Information Assurance (IA) Awareness prior to gaining access to the IS and annually thereafter. DoD IA training is available at https://ia.signal.army.mil/DoDIAA/default.asp.

1.6.21. Operations Security (OPSEC) Standing Operating Procedure (SOP)/Plan. Not applicable.

1.6.22. OPSEC Training. Per AR 530-1, Operations Security, new contractor employees shall complete Level I OPSEC training within 30 calendar days of their reporting for duty. All contractor employees shall complete annual OPSEC awareness training.

1.6.23. Information Assurance (IA)/Information Technology (IT) Certification. Not applicable.

1.6.24. Threat Awareness Reporting Program (TARP). Not applicable.

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or services 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 PWS.

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. GOVERNMENT-FURNISHED PROPERTY (GFP) OR GOVERNMENT PROPERTY (GP). Property in the possession of, or directly acquired by, the Government and subsequently made available to the Contractor.

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 acceptable IAW established standards and requirements of this contract.

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.

2.2. ACRONYMS:

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The Government will provide IT support for all Government owned information systems used in the classroom.

3.2 Facilities The Government will provide the necessary workspace for 20-30 contractor staff members (dependent on student load) to provide the support outlined in the PWS to include classroom(s) with all computer and displays necessary to maintain the educational environment and private counseling areas.

3.3 Utilities: The Government will provide all utilities associated with paragraph 3.2 for the contractor’s use in performance of tasks outlined in this PWS. The Contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities.

3.4 Equipment: Not applicable.

3.5 Materials: Not applicable.

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 Section 3 of this PWS.

4.2. Materials. See paragraph 4.1, above.

4.3. Equipment: Not applicable.

5. SPECIFIC TASKS:

5.1. Task 1, Personal Values Assessment: The contractor shall:

a. Use appropriate assessment tool(s) to conduct an introspective holistic personal values assessment for each student.

b. Given a list of students and their contact information (approximately 45 calendar days prior to the class start date), the contractor shall contact each student in order to provide access to the assessment tool(s) and to obtain any background information required in order to create the individual assessment.

c. If, after three tries, the contractor is unable to contact the student, the contractor shall notify the COR.

5.1.1. Deliverable:

a. One week prior to the class start date, the contractor shall provide to the COR a list of students who have not completed the assessment tool(s). If every student has completed the assessment, a negative report is required.

b. Conduct the introspective holistic personal values assessment for each student. Each student shall receive a minimum 55 minute face-to-face session with a coach to go over their personal assessment and create/refine a personal development plan to address personal growth, issues or shortfalls. Counseling sessions shall be conducted on the same weekend as the personal growth seminar, before and after the formal instruction.

5.1.2. Standard: Each student is contacted and provided access to the assessment tool(s). Each student received a face-to-face counseling and the chance to create a personal development plan at the seminar.

5.2. Task 2, Personal Growth Seminar. Contractor shall develop and instruct a minimum of a 1.5 day educational seminar that covers the following material (a summary of ADRP 6-22, DEVELOPING SELF-AWARENESS, para 7-42 thru 7-48 follows):

a. Understanding self-awareness; employs self-understanding and recognizes impact on others by evaluating one’s strength and weaknesses, seeks feedback by determining areas in need of development, determines personal goals and makes progress towards them, understands self-motivation under various task conditions.

b. Understanding conceptual and interpersonal capabilities by reserving time for self-development, reflection, and personal growth.

c. Understanding mental and physical health and well-being by applying logic and reason to make decisions or when interacting with emotionally charged individuals, recognizes the sources of stress and maintains appropriate levels of challenges to motivate self, stays focused on life priorities and values.

d. Student development of a personal action plan to address work/life balance.

5.2.1. Deliverable: A 1.5 day seminar that covers the items listed in paragraph 5.2. Seminars will be conducted in small groups. A day is defined as seven to eight (7 – 8) instructional hours (lunch is not included). Based on projected numbers, a minimum of six small groups will be required to run simultaneously, two for BDE PCC/CSMC and four for BN PCC/CSMC. As the student load changes from year to year, no small group shall exceed 34 students. One week prior to the class start date, provide the COR a seminar outline with draft Program of Instruction (POI) for approval.

5.2.2. Standard: Contractor provides the instruction on time and in accordance with the approved POI/agenda.

5.3. Task 3, Follow-up coaching session. The coach that provided the individual feedback for the student shall contact the student telephonically before the end of the period of performance. Optimally, this contact will occur between four and six weeks after the student assumes command/responsibility. The contact can be initiated either by the student or the coach. Coordinating who will initiate the contact shall be accomplished during the face to face counseling session. The purpose of the contact will be to check the individual’s progress in implementing the personal development action plan and provide additional coaching. If the coach is unable to make contact at the specified time/method, the COR shall be informed.

5.3.1 Deliverable:

5.3.2 Standard: The coach attempts to contact 100% of students.

5.4 Task 4, Material revision. The contractor shall provide a modified curriculum, to be approved by SCP, for BDE PCC students who have previously attended BRS during BN PCC.

5.4.1 Deliverable: A seminar that builds upon the experiences received during the Balanced Readiness Seminar portion of the Battalion Pre Command/Command Sergeants Major course.

5.4.2 Standard: Contractor provides the instruction on time and in accordance with the approved POI/agenda.

5.5. Task 5, Contractor Manpower Reporting (CMR).

5.5.1. Deliverable: The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Army via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/, and then click on “Department of the Army CMRA” or the icon of the DoD organization that is receiving or benefitting from the contracted services. Contractors may direct questions to the help desk by clicking on “Send an email” which is located under the Help Resources ribbon on the right side of the login page of the applicable Service/Component’s CMR website.

5.5.2. Standard: Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year.

6. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

Army Leader Development Strategy 2013.

AR 350-1, Army Training and Leader Development 19 Aug 2014 AR 350-53 Comprehensive Soldier and Family Fitness (CSF2) 19 June 2014 ADP 3-0 Unified Land Operations, May 2012 ADP/ADRP 6-22 Army Leadership, August 2012 Comprehensive Soldier and Family Fitness web site: http://csf2.army.mil

FY16 PCC Schedule

FY 17 PCC Schedule