01924_ExhB2_PerfReqs_Final.docx

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COOPERATIVE WA|01924|W67006
Contract number
01924
Issued by
Washington

About this file

This document is an Exhibit B-2 Performance Requirements form for a competitive solicitation (Number 01924) related to Personnel Investigations and Digital Forensics, issued by Enterprise Services, likely for the state of Washington. The document outlines a detailed evaluation process for bidders seeking to provide investigative and digital forensics services across five potential contract categories, with specific requirements for qualifying and being awarded the contract.

The contract seeks to establish an indefinite delivery vehicle for personnel investigation services, focusing on human resources, employment law, labor law, and digital forensics. Bidders must demonstrate key personnel experience, prior project experience, ability to produce high-quality work products, customer service capabilities, and cultural competency. The evaluation methodology uses a scoring system ranging from 0% (meets minimum standard) to 100% (excellent added value), with points allocated across five key performance areas: key personnel experience (60 points), bidder experience (60 points), sample work product (200 points), customer service (40 points), and cultural competency (40 points). Successful bidders must meet minimum standards in each category and can earn additional points by providing superior qualifications and capabilities.

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EXHIBIT B-2 – PERFORMANCE REQUIREMENTS

Competitive Solicitation:
01924 Personnel Investigations and Digital Forensics
Bidder:
_________________________________

Type/print full legal name of bidder company

Instructions:

Note: Bidders must follow the instructions outlined in this Exhibit. Unless Enterprise Services, at its discretion, determines that a bidder’s variance from these instructions is immaterial or timely corrected, Bids that do NOT follow these instructions will be deemed to be nonresponsive and rejected.

1. Add bidder’s business name above and follow the instructions below.

2. ALL bidders must respond to REQ IDs 4 and 5 only once. Bidders submitting a bid for the following categories must also respond to the following questions with specific information related to conducting work in that category. If you are submitting bids for multiple categories, you must submit answers to the questions outlined below for EACH category.

a. Category 1: REQ IDs 1, 2 and 3.

b. Category 2: REQ IDs 1, 2 and 3.

c. Category 3: REQ IDs 1, 2 and 3.

d. Category 4: REQ IDs 1, 2 and 3.

e. Category 5: REQ IDs 1, 2 and 3.

3. Provide a written response that addresses how the bidder meets or exceeds each requirement in the Written Response column.

a. Supporting Information. Please make sure to include references in Exhibit A-2 – Bidder Profile that align with the information provided in this exhibit. Enterprise Services may request additional information or references to help verify the information provided by the bidder in this exhibit. A bidder’s failure to provide requested information to Enterprise Services within five (5) business days may result in disqualification.

b. Bidder’s Commitments. Please note that, if bidder is awarded a contract, the bidder’s responses to some of the performance requirements below (e.g., customer service) will be incorporated to the resulting contract. Accordingly, bidder is cautioned to state only commitments that bidder can meet throughout the term of the contract. An awarded bidder (i.e., contractor) who is not able to meet such commitments throughout the contract term will be subject to contract termination for breach of contract and damages. Please see Exhibit D – Cooperative Purchasing Agreement.

4. Bidders written response to the Performance Requirements will be assessed as follows:

Score
Rating
Definition
100%
Excellent added value
Bidder’s response provides outstanding added value for the state across all aspects of the performance requirement. The response demonstrates clear and extraordinary technical or business efficiencies and advantages compared to the stated business need.
70%
Significant added value
Bidder’s response provides major added value across all aspects of the performance requirement or provides outstanding added value in some aspects of the stated business need. The response demonstrates clear and substantial technical or business efficiencies and advantages as compared to the stated business need.
30%
Sufficient added value
Bidder’s response provides minor added value across all aspects of the performance requirement or significant added value in some aspects of the stated business need. The response demonstrates vague or limited technical or business efficiencies and advantages as compared to the stated business need.
0%
Meets minimum acceptable standard
Bidder’s response meets the specified minimum acceptable standard for each performance requirement. Note: Bidder must meet the minimum acceptable standard to provide a responsive bid.

5. Submit the exhibit as a Microsoft Word without modifying the formatting. If you need to print out this document for any reason, please note that it is Legal 8.5” x 14”.

REQ ID
Performance Requirement and

Stated Business Need

Available Points
Written Response

Questions 1, 2 and 3 below need to be filled out for every category that is being bid on. See Instructions, Section 2 above.

1.
Bidder’s Key Personnel Experience. The State is seeking to award contracts to bidders with industry knowledge and experience in personnel investigations specifically related to human resources, employment law, labor law, digital forensics, and collaborative bargaining agreements (as applicable for the category).

To meet the minimum acceptable standard [0%]: Each of the Bidder’s key personnel who will be performing service on the contract, if awarded, must demonstrate:

(a) For Categories 1 and 2, three years of industry experience in Human Resources, Private Investigation, or Employment or Labor Law.

(b) For Categories 3, 4, and 5, three years of industry experience in Digital Forensics.

Bidders who do not meet this minimum acceptable standard will be disqualified from further consideration.

Added value: In the written response, demonstrate added value to the state that exceeds the minimum acceptable standard above by providing additional years of experience, education, degrees, professional certifications, or other relevant industry recognition and training.

Written Response Required. Provide as much information as needed to address the Performance Requirement and Stated Business Need. Add/delete personnel as applicable.

Key Personnel 1 Role/Title:

(a) Years of Industry Experience:

(b) (Added value) Education or professional training:

(c) (Added value) Professional Certifications:

(d) (Added value) Industry Recognition or Other:

Key Personnel 2 Role/Title:

(a) Years of Industry Experience:

(b) (Added value) Education or professional training:

(c) (Added value) Professional Certifications:

(d) (Added value) Industry Recognition or Other:

Key Personnel 3 Role/Title:

(a) Years of Industry Experience:

(b) (Added value) Education or professional training:

(c) (Added value) Professional Certifications:

(d) (Added value) Industry Recognition or Other:

2.
Bidder Experience. The State is seeking to award contracts to bidders who have substantial industry knowledge and experience in personnel investigations specifically related to human resources, employment law, labor law, digital forensics, and collaborative bargaining agreements (as applicable for the category).

To meet the minimum acceptable standard [0%]: Bidder must have completed at least three investigations that are similar in scope in the last three years, and list customer organization type (private, local government, etc.), scope of services, and cost of project.

For the scope of the service, provide a description of 1) services performed, 2) reports and documentation provided, 3) analysis or interview tools used. The scope statement for each project should not exceed 500 words. Bidder must demonstrate that the scope of services is similar to the services being procured in the category. Bidders who do not meet this minimum acceptable standard will be disqualified from further consideration.

Added value: In the written response, demonstrate added value to the state that exceeds the minimum acceptable standard above by listing project examples that more closely align to the scope/value of this contract, type of customers served, and providing examples of projects with a union or within collective bargaining agreement policies and procedures.

60
Written Response Required. Provide as much information as needed to address the Performance Requirement and Stated Business Need.

How many projects similar in scope completed in the last 3 years:

Project 1 Title:

(a) Customer Organization Type and/or Name:

(b) Scope of Services:

(c) Cost :

Project 2 Title:

(a) Customer Organization Type and/or Name:

(b) Scope of Services:

(c) Cost :

Project 3 Title:

(a) Customer Organization Type and/or Name:

(b) Scope of Services:

(c) Cost :

3.
Sample Work Product. The State is seeking to award contracts to bidders who have the ability to create high-quality deliverables (reports, interview memos, findings of fact, etc.) written in an accessible, professional, and unbiased manner. Reports should be professional and free of grammar errors.

To meet the minimum acceptable standard [0%]: Bidders’ samples must demonstrate some relevant subject matter expertise and bidder’s ability to create work product that is accessible, professional, and culturally appropriate. Provide and address 2 sample deliverables (redacted as necessary) from bidder’s projects identified in Question #2 that demonstrate bidder’s strategic approach, subject matter expertise, and ability to create accessible, professional, and well-organized work product. For each sample, provide the following:

(a) attach or embed the sample deliverable;

(b) address what planning, analysis, reviews, and/or implementation went into this deliverable;

(c) highlight applied diversity, equity, and inclusion principals that demonstrate bidder’s ability to provide culturally appropriate content.

Bidders who provide no samples or provide samples that don’t demonstrate any subject matter expertise or ability to effectively craft the deliverables will be disqualified from further consideration.

Added value: In the written response, demonstrate added value to the state by providing excellent/higher value sample work products that exceed the minimum acceptable standard above and demonstrate concision, clarity, and plain language principals.

200- (100 points per sample report)
Written Response Required. Attach the samples as separate attachments clearly titled or embed the samples in this box below. For each provided sample, provide the information below. Provide as much information as needed to address the Performance Requirement and Stated Business Need.

Sample 1, Project Title from Question 2:

(a) Is sample deliverable attached or embedded here?

(b) Address planning, analysis, reviews, and/or implementation that went into this deliverable:

(c) Highlight any diversity, equity, and inclusion principles applied:

Sample 2, Project Title from Question 2:

(a) Is sample deliverable attached or embedded here?

(b) Address planning, analysis, reviews, and/or implementation that went into this deliverable:

(c) Highlight any diversity, equity, and inclusion principles applied:

Questions 4 and 5 below need to be filled out only once, regardless of how many categories you are bidding on.

4.
Customer Service. The State is seeking to award contracts to bidders who can provide excellent and timely customer support and communications.

To meet the minimum acceptable standard [0%]: Bidder, as specified in both Exhibit B-1 – Scope of Services and Exhibit D – Cooperative Purchasing Agreement, Section 8.5, must provide:

(a) Customer/purchaser support via telephone and email from 8 AM to 5 PM Pacific Time,

(b) Response Time Commitments:

a. respond to customer/purchaser routine requests within 96 hours.

b. Respond to quote requests within 72 hours.

(c) Have an escalation process for any customer service issue that is not resolved within 7 working days.

(d) An ongoing customer feedback process demonstrating bidder’s approach to proactively seek, collect, and resolve any negative customer feedback.

Bidders who do not meet this minimum acceptable standard will be disqualified from further consideration.

Added value: In the written response, demonstrate added value to the state by offering excellent and timely customer support, communication, response time, escalation, and customer feedback processes that are less than the minimum acceptable standard above.

Written Response Required. Provide as much information as needed to address the Performance Requirement and Stated Business Need.

(a) Customer Service Hours (in PST):

(b) Response Time Commitment:

· For customer routine questions. This response time is the time for a resolution/answer to a routine question. Routine questions are questions about the scope of work, process of work, status of current projects, invoicing, or reporting.:

· For quote requests. This response time is the time for a fully completed quote to be sent to the Purchaser, assuming the Purchaser has included relevant information in prior correspondence.:

· Other, please specify:

(c) Customer issues escalation process:

(d) Ongoing Customer Feedback Process:

5.
Cultural Competency. The State is seeking to award contracts to bidders who possess cultural competency and the ability to understand and be sensitive to the cultural differences that exist between people from different demographic backgrounds, including racial, ethnic, gender, and language differences.

To meet the minimum acceptable standard [0%] Bidder’s key personnel who will be performing service under the contract if awarded, must demonstrate some prior experience or training in successfully working with stakeholders from different demographic backgrounds, including racial, ethnic, gender, and language differences.

(a) list and briefly describe an example of a project similar in scope to this procurement that was performed in collaboration with stakeholders from different demographic backgrounds, including racial, ethnic, gender, and language differences. communities, and/or training, lived experience; or

(b) list similar information that demonstrates the personnel’s cultural competency gained through training or experiences working with stakeholders of different demographic backgrounds when performing investigations or digital forensics.

Bidders who do not meet this minimum acceptable standard will be disqualified from further consideration.

Added value: In the written response, demonstrate added value to the state by listing advanced experience or training in successfully working with stakeholders from different demographic backgrounds, including racial, ethnic, gender, and language differences that exceed the minimum acceptable standard above for each of the key personnel providing services.

Written Response Required. Provide as much information as needed to address the Performance Requirement and Stated Business Need. Add/delete personnel as applicable.

Key Personnel 1 Role/Title:

(a) Project example details:

(b) Training or other applicable cultural experience:

Key Personnel 2 Role/Title:

(c) Project example details:

(d) Training or other applicable cultural experience:

Key Personnel 3 Role/Title:

(e) Project example details:

(f) Training or other applicable cultural experience:

Return this exhibit to Procurement Coordinator at:

descontractsteamapple@des.wa.gov

EXHIBIT B-2 – PERFORMANCE REQUIREMENTS (REV 9/5/24) PAGE 2

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