1._Request_For_Proposal_CV23-120.pdf

State of California Governor’s Office of Planning and Research 1400 10th Street. Sacramento, California, 95814 info@opr.ca.gov | opr.ca.gov

Governor Gavin Newsom

Director Sam Assefa

REQUEST FOR PROPOSAL – (SECONDARY METHOD)

Notice to Prospective Proposers

Date: March 8, 2024 RFP Solicitation #:

CV23-120 Project Name:

College Corps Content Developer and Facilitator RFP

The Office of Planning and Research invites you to review and respond to this solicitation. In submitting your proposal, you must comply with the instructions found herein.

Term Dates: July 1, 2024 – August 31, 2026 Total Contract Amount: $550,000

Scope of Work Summary:

The purpose of this RFP is to identify and award a contract to a qualified and experienced Lead Project Manager / Content Developer and Facilitator that will develop content, curriculum, and/or training materials, lead training exercises, and facilitate material to both virtual and in-person large group audiences with a focus in the higher education, national service, civic engagement, and leadership development sectors. The Lead Project Manager / Content Developer and Facilitator work in consultation with California Volunteers to enhance both College Corps statewide programming and College Corps Fellow experience. The Lead Project Manager / Content Developer and Facilitator will support events bringing together thousands of college students who are participating in the College Corps program. These events are critical components of the California Volunteers strategy to cultivate a Statewide Cohort Experience based upon a shared sense of identity and purpose for a diverse group of College Corps Fellows from across California. A maximum amount of $550,000 is available for the duration of the contract period (covering two cohorts of College Corps Fellows) to support the execution of the Scope of Work outlined in this RFP.

For a complete detailed description of the scope of work, see Exhibit A – Scope of Work.

Deadline for Receipt of Proposals:

Date: April 12, 2024 Time: 5:00:00 PM PST Any proposals received after the deadline will not be accepted. Proposals must have the solicitation number in the subject line and be submitted to the following e-mail address:

cv.procurement@californiavolunteers.ca.gov

KEY DATES

Below is the time schedule for this solicitation. The State reserves the right to modify or cancel this solicitation and/or change dates and times at its sole discretion, prior to the date fixed for the receipt deadline of proposals, by the issuance of an addendum that will be posted in the California eProcure system of the State of California at: Cal eProcure.

mailto:info@opr.ca.gov http://www.opr.ca.gov/ https://caleprocure.ca.gov/

Office of Planning and Research Solicitation # CV23-120

KEY ACTION DATE TIME (Pacific Standard Time)

Solicitation Available to Prospective Proposers March 8, 2024 5:00:00 PM PST

Webinar March 27, 2024 12:00:00 PM PST

Posting of Questions & Answers from Webinar April 2, 2024 -

Letter of Commitment Deadline April 5, 2024 5:00:00 PM PST

Written Questions Deadline April 10, 2024 5:00:00 PM PST Deadline for Proposal Receipt by OPR April 12, 2024 5:00:00 PM PST Estimated Evaluation of Proposals April 15 – 25, 2024 -

Estimated Notice of Intent to Award posting (posted for 5 business days) April 26, 2024 -

Estimated submission to DGS for Review/Approval (avg. 10-20 business days turnaround)

May 3, 2024 -

Start Date (upon DGS approval) July 1, 2024 -

Project End Date August 31, 2026 -

It is the opinion of the OPR, that this solicitation is complete and without need of explanation.

However, if you have questions, notice any discrepancies or inconsistencies, or need any clarifying information, please submit your inquiries via e-mail to:

cv.procurement@californiavolunteers.ca.gov This solicitation is published online on the California State Government Marketplace (Cal eProcure) website. To view and ensure receipt of any addenda to this solicitation that may be issued, interested parties are encouraged to register online by clicking the following link Cal eProcure.

No work shall begin until approval by the Department of General Services, Office of Legal Services (DGS/OLS) is obtained, if required, and continue through the project end date identified above.

NOTE: The date and time for the Deadline for Proposal Receipt by OPR is strict. One second past the deadline will deem the proposal as late and will automatically be rejected.

http://www.caleprocure.ca.gov/ http://www.caleprocure.ca.gov/

SB/DVBE PARTICIPATION REQUIREMENTS

Is this solicitation waiving the required minimum of 3% participation by a Disabled Veteran Business-Owned Enterprise (DVBE) that is certified with the California Department of General Services?

☒ Not Waived ☐ Waived

Is this solicitation waiving the DVBE Incentive valued from 1% to 5%?

☒ Not Waived ☐ Waived

Is this solicitation waiving the required minimum of 25% participation by a Small Business (SB) that is certified with the California Department of General Services?

☒ Not Waived ☐ Waived

DVBE

If the 3% DVBE participation is not waived above, then proposers must have a minimum of 3% participation as a part of their proposal. An incentive valued between 3% and 5% may be added to their scores.

If the 3% DVBE participation is waived above, then a 1% to 5% incentive may be added to the proposer’s score that do have DVBE participation.

If both the 3% DVBE Participation and the DVBE Incentive are waived, then no DVBE incentive points will be added to scores.

Proposals that have at least 3% participation by certified DVBE or is subbing out at least 3% of the work to a certified DVBE, would fulfill the 3% DVBE participation requirement may receive a 5% preference increase to their scores.

SMALL BUSINESS

If the 25% Small Business participation is not waived above, then proposers must have a minimum of 25% participation as a part of their proposal.

If the 25% Small Business participation is waived above, then a 5% preference may be added to the proposer’s scores that do have a minimum of 25% Small Business participation.

Proposals that have at least 25% participation by certified SB or is subbing out at least 25% of the work to a certified SB, would fulfill the 25% SB participation requirement.

For more information on this requirement, see the State Contracting Manual Volume 1, Section

8.12 located at this online directory: https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/State-Contracting.

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/State-Contracting https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/State-Contracting

See the Socio-Economic Preference And Incentive Programs in Section Q of the Solicitation Guidelines & Instructions for more information on these programs.

You can search for Small Business (SB) and/or Disabled Veteran-Owned Business Enterprise (DVBE) entities by visiting the search engine at the Cal eProcure directory here:

https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true You can narrow your search of potential contractors by using specific keywords that may have been used throughout the Scope of Work section of this solicitation.

See the Exhibit A Scope of Work section in the Solicitation Guidelines & Instructions to help with your keyword search.

Keywords used in your search may include but is not limited to: facilitation; event planning;

communication; interpreting; printing; translation; technical assistance; planning.

We appreciate your interest in this project and hope that you respond to this solicitation.

THE REMAINDER OF THIS PAGE WAS INTENTIONALLY LEFT BLANK

https://caleprocure.ca.gov/pages/index.aspx https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true

MINIMUM QUALIFICATIONS

Refer to the requirements identified in Section C of the Solicitation Guidelines & Instructions to determine if you or your entity meets the minimum qualifications for this project.

Experience: Proposer must demonstrate collective experience of their team meeting the minimum qualifications:

• A description of your experience developing content, curriculum, or training materials, leading training exercises, and facilitating material to both virtual and in-person large group audiences with a focus in the higher education, national service, civic engagement, or leadership development sectors

• Provide a list of meeting and event platforms you have procured that could be used to support the hosting of participatory and dynamic virtual / hybrid trainings and events

• Names, Titles, and brief bios of the staff who will lead the effort, particularly providing their expertise in the following: developing content, curriculum, or training materials; facilitating to both virtual and in-person large group audiences; and performing assessments of activities to inform future implementation:

o Identify the lead Project Manager for the team and outline how they will communicate and coordinate with CV staff o A brief description of how your internal team is organized and managed

• At least five (5) years of experience designing content, curriculum, or training materials for youth, college students, or young adults

• At least five (5) years of experience providing facilitation in support of programs, trainings, or events that demonstrate your ability to engage youth, college students, or young adults

• At least five (5) years of experience implementing culturally competent events

• At least five (5) years of experience coordinating with public, private, and non-profit organizations or serving as a project manager with such entities

• At least five (5) years of experience working with disadvantaged, low-income communities, unincorporated, and tribal communities in California Knowledge: Members of the team must demonstrate technical knowledge and experience in the following areas:

• Project management

• Curriculum design

• Event facilitation, both virtual and in-person

• Leading training exercises

• Establishing and monitoring success metrics

• Meeting key timelines and deliverables

• Subcontractor and vendor management (to insure or protect financial deposits)

• Culturally competent programming

• Working with youth, college students, or young adults

• Working with historically underrepresented groups or socio-economically diverse populations

• Working with undocumented populations, including the AB 540 student population

Proof of Minimum Qualifications: The proposer must provide a detailed response, outlining information as to how the proposer meets each of the minimum qualifications listed, and to what extent if any, the minimum qualifications have been exceeded. Submit all applicable documentation and work samples, as appropriate.

Personnel / Team Resumes: The proposer shall list all key personnel (i.e., Project Manager) and other personnel who will be working on the project. Include their titles, qualifications, a summary of similar work or studies performed, a resume for each professional, a statement indicating how many hours each professional will be assigned to the technical assistance project and what tasks each professional will perform. The proposer should create a table that shows how the minimum qualifications are met with assigned key personnel to each category of minimum qualification.

QUESTIONS / WEBINAR

Refer to Section L of the Solicitation Guidelines & Instructions for questions and webinar instructions.

Any verbal communication with an OPR employee concerning this solicitation is not binding on the State and shall in no way alter a specification, term, or condition of the solicitation. Therefore, all communication should be directed in writing to the e-mail address identified on page 1 of this solicitation.

Webinar (Optional Attendance) Webinar Date:

March 27, 2024 Webinar Time: 12:00:00 PM PST

Webinar Registratio n Link:

https://governorca.zoom.us/webinar/register/WN_l_rFJbbxTOW7DV_fAT2XnQ#/re gistration https://governorca.zoom.us/webinar/register/WN_l_rFJbbxTOW7DV_fAT2XnQ#/registration https://governorca.zoom.us/webinar/register/WN_l_rFJbbxTOW7DV_fAT2XnQ#/registration

EVALUATION FOR AWARD

This RFP Secondary solicitation has four phases of evaluation for proposals:

• Phase 1: Administrative Evaluation (Pass/Fail)

• Phase 2: Reference Check/Minimum Qualifications Evaluations (15 Possible Points)

• Phase 3: Technical Score Evaluation (100 Possible Points)

• Phase 4: Cost Score Evaluation (50 Possible Points)

Refer to Section P in the Solicitation Guidelines & Instructions for additional information.

PHASE 1: ADMINISTRATIVE EVALUATION (Pass/Fail) Phase 1 of the Evaluation will assess that the proposer completed all of the required administrative tasks identified in the Attachment 1 Checklist, and throughout this solicitation. This is based on a pass/fail determination.

For more information see the Solicitation Guidelines and Instructions.

PHASE 2: REFERENCE CHECK/MINIMUM QUALIFICATIONS EVALUATION (15 Possible Points) Phase 2 of the Evaluation will assess that the proposer meets the minimum qualifications in order to proceed as a potential candidate. This first consists of conducting reference checks, and then measuring the level of experience. This phase will use whole points only; no half or decimal points will be allowed. Only the top 3 proposers will proceed to Phase 3 of the evaluation.

For more information see the Solicitation Guidelines and Instructions.

The Reference Check will be conducted to confirm the validity of the experience of the candidate. This will not be evaluated on a point scale, but rather a measure of the quality of feedback from the references based on Poor, Good, and Excellent ratings.

Reference Check Rating

Using the following choices, Poor, Good, Excellent, how would you rate the Proposer on: Time Management the Proposer on: Professionalism the Proposer on: Performance the Proposer on: Communication the Proposer on: Project Completion

Minimum Qualifications (Proposer must demonstrate collective experience of their team meeting the minimum qualifications) Example: A team a three, where one person has two-years, the second person has two-years, and the third person has one-year would equal five years collective experience.

Points Available

Points Awarded

At least five (5) years of experience designing content, curriculum, or training materials for youth, college students, or young adults

At least five (5) years of experience providing facilitation in support of programs, trainings, or events that demonstrate your ability to engage youth, college students, or young adults

At least five (5) years of experience implementing culturally competent events

At least five (5) years of experience coordinating with public, private, and non-profit organizations or serving as a project manager with such entities

At least five (5) years of experience working with disadvantaged, low-income communities, unincorporated, and tribal communities in California

PHASE 3: TECHNICAL EVALUATION (100 Possible Points) Phase 3 of the Evaluation will assess the technical components of the proposal. This Technical Scoring phase will use whole points only; no half or decimal points will be allowed.

For more information see the Solicitation Guidelines and Instructions.

Item/Description Points Available

Points Awarded

A. Clarity and Organization of Proposal – This criterion will assess whether the proposal is presented in a clear, concise, and organized manner.

Proposer used the required Attachment A1 Contractor Scope of Work Response Template.

B. Approach to Scope of Work – This criterion provides proposers the opportunity to demonstrate their knowledge in the subject of the RFP and to lay the groundwork for the actual work to be performed for this project.

1) Proposer has outlined a detailed project management plan consistent with the goals and objective of this project, and project organization that names a qualified Project Manager whose experience and skill set aligns with program objectives.

2) Proposer has described the approach to delivering on the scope of work, including the proposed approach to:

developing and building upon existing content, curriculum, and/or training materials, leading virtual training exercises, facilitating material to both virtual and in-person large group audiences, and coordination with CV staff, College Corps partner campuses, and additional CV contractors.

C. Budget Justification – For this criterion, reviewers will consider the allocation of budget to the tasks outlined in the Scope of Work and evaluate the cost breakdown’s effectiveness in reaching outlined goals and objectives.

D. Work Plan, Schedule, and Budget Justification – This criterion will consider the schedule of activities and budget justification and evaluate their effectiveness in reaching outlined goals and objectives. Project schedule, budget, estimated dates of completion, and proposed methods for measuring project progress are feasible when measured against the work plan.

E. Proposer & Team Experience – This criterion will assess whether the Proposer Team possesses the expertise and competencies needed to carry out the TA services.

1) At least five (5) years of experience designing content, curriculum, or training materials for youth, college students, or young adults

2) At least five (5) years of experience providing facilitation in support of programs, trainings, or events that demonstrate your ability to engage youth, college students, or young adults

3) At least five (5) years of experience implementing culturally competent events

4) At least five (5) years of experience coordinating with public, private, and non-profit organizations or serving as a project manager with such entities

5) At least five (5) years of experience working with disadvantaged, low-income communities, unincorporated, and tribal communities in California

PHASE 4: COST EVALUATION (50 Possible Points) Phase 4 of the Evaluation will assess the total cost of the proposal. This Cost Scoring phase will use decimal points up to two values after the decimal.

The formula that is used to calculate a proposer’s cost score is outlined below.

For more information see the Solicitation Guidelines and Instructions.

COST SCORE FORMULA:

(Lowest Total Cost Proposal) x (50 Total Cost Points Possible) ÷ Proposer Total Cost