2.4_Exhibit B-1-Mandatory Perform Req_2024-05.pdf

EXHIBIT B – PERFORMANCE REQUIREMENTS

EXHIBIT B-1 – MANDATORY PERFORMANCE REQUIREMENTS

Competitive Solicitation: No. 2024-05_Positive Community Framework

Bidder:

Type/print full legal name of bidder company

Objectives and Scope of Work:

The WTSC adopted the Positive Culture Framework (PCF) as its behavior change model in 2019. Since that time, the agency has invested heavily in growing the skills of its Program Management Staff to approach traffic safety from this new framework. At the same time, the WTSC has adapted almost all of its planning processes to be consistent with this approach to traffic safety. The magnitude of this change to the technical work of the agency and its culture cannot be overstated. This change is ongoing. The Program Managers that are responsible for the bulk of the work in advancing traffic safety through our federal grant programs have had to learn a new suite of skills and processes. Since 2019, the WTSC has adopted new tools like:

• The use of Program Plans as the planning tool for each of its 12 priority programs. See Exhibit G1, the blank program plan template and Exhibit G2, the Impaired Driving Program Plan example.

• Theories of change for countermeasure strategies or countermeasures. See Exhibit G3 – the theory of change template. Actual example theories of change can be found at the end of Exhibit G2- the impaired driving program plan.

• Logic models for designing individual project scopes of work. See Exhibit G4 – Logic Model Example.

• A new planning timeline that is reflective of the seven steps of the PCF framework. See Exhibit G5 - Annual Planning Timeline - 2024 Example.

• A new scope of work for the network of 17 regional Target Zero Managers. See Exhibit G6 - TZM Map and Roster_FFY2024 and Exhibit G7 - TZM Program

Scope of Work.

The PCF seven step planning process requires the execution of several distinct actions. Each action requires the use of several unique skills. See Exhibit G8 - PCF Steps Actions and Skills.

WTSC is looking for highly qualified bidder that can provide training and technical support as the agency continues to operationalize the positive culture framework. Although many of the technical aspects of the PCF framework are in place the work of shifting the culture of the agency continues. This entails helping program management staff, and agency leadership, and Target Zero Managers, and (eventually) partners to deepen their comprehension, confidence and competence in using the new tools, processes, and skills. WTSC is particularly interested in helping its staff and Target Zero Managers move beyond https://chsculture.org/positive-culture-framework/ https://chsculture.org/positive-culture-framework/ compliance with these steps and processes to use them to improve effectiveness. Note that the WTSC’s work is strongly driven by the federal fiscal year that begins October 1 and ends September 30. Much of WTSC work is cyclical in nature within this 12-month timeframe.

Project Phases:

• Phase 1: Assessment of Current Knowledge and Practices - In the initial phase, the bidder will conduct a comprehensive assessment to understand the current level of knowledge, skills, and application of the Positive Culture Framework among WTSC staff and Target Zero Managers. This could involve conducting interviews, reviewing existing work products, and analyzing current processes. The goal of this phase is to establish a clear understanding of the baseline competencies and identify any gaps that may exist.

• Phase 2: Planning and Execution of Training and Technical Assistance – Using the information gathered in Phase 1, the Bidder will customize a schedule of trainings and technical assistance (see Exhibit C) to support WTSC staff and Target Zero Managers over the course of the year. The work in phase 2 should be designed to address the specific needs identified in the assessment phase, incorporating best practices in adult learning and capacity building.

Budget:

• Year 1: $150,000

• Year 2: $155,000

• Year 3: $155,000

Instructions:

1. Add bidder company’s name above.

2. Review the below qualification requirements. Qualification requirements will be assessed as follows:

Score Rating Definition

100% Excellent added value Response provides outstanding added value for the state across all aspects of the performance requirement. Response demonstrates clear and extraordinary technical or business efficiencies and advantages as compared to the stated business need.

70% Significant added value

Response provides material added value across all aspects of the performance requirement or provides outstanding added value in some aspects of the stated business need. Response demonstrates clear and substantial technical or business efficiencies and advantages as compared to the stated business need.

30% Sufficient added value

Response provides minor added value across all aspects of the performance requirement or significant added value in some aspects of the stated business need. Response demonstrates vague or limited technical or business efficiencies and advantages as compared to the stated business need.

0% Meets minimum acceptable standard

Response meets the minimum expectation for the performance requirement and the stated business need.

3. Bidder’s Commitments. Please note the bidder’s responses to some of the performance requirements below (e.g., customer service) will be added to the resulting contract, so bidder is cautioned to indicate commitments that they can meet throughout the term of the contract. If a contractor is not able to honor these commitments throughout the contract term, they may be subject to early contract termination that could impact their ability to work with the State in the future. Please see Exhibit D – Contract.

4. Required Questions. All bidders must respond to REQ ID 1, 2, and 3.

Bidders submitting a proposal must complete and submit an Exhibit B-1 for evaluation purposes.

Performance Requirements: Bidder must respond to each requirement as noted in the instructions below.

1. Review all requirements, priorities and provided definitions:

• Mandatory Pass/Fail (M): Minimum requirement; Bidder that does not meet this requirement may not be considered any further.

• Mandatory Scored (MS): Critical requirement; evaluators will score based on the degree to which Bidder's response meets the requirement.

• However, if a bidder can offer an equivalent alternative solution to what a certain specification states, or a bidder can only partially meet the stated specification, the bidder must provide a written response that addresses how bidder meets that specification in the Written Response column. Written responses must not reference any material present elsewhere. The written response shall be considered complete and stand on its own merits or may be deemed non-responsive

2. Using the Bidder’s Compliance column, Bidder must select either a "Yes" or "No" to indicate the Bidder's ability to meet the requirement. Any entry that is not either a "Yes" or "No", may be deemed non-responsive and may not be considered any further.

3. Supporting Information. The Procurement Coordinator 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 the Procurement Coordinator within two (2) business days may result in disqualification.

PERFORMANCE REQUIREMENTS AND FACTORS

REQ ID

Performance Requirement and

Stated Business Need

Points Available

(Indicates if it is Pass/Fall or assign points)

Priority (M or

MS)

Bidder’s Compliance

Written Response

1. WTSC must ensure that grant projects are designed, implemented and monitored so that they are as effective as they can be at achieving the goals of the program. These are skills associated with the Positive Culture Framework Steps 4,5 and 6. WTSC is seeking a bidder that can provide technical assistance to WTSC staff on all steps of the PCF framework including improving the design, implementation and monitoring of grant projects.

Added value considerations: Key personnel that will be providing services under this contract will:

(a) Have a minimum of five (5) years experience providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework.

(b) Describe specific experience providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework in a traffic safety context.

20 MS ☐ Yes

☐ No

Written Response Required. Add/delete personnel as applicable.

Key Personnel 1 Role/Title:

(a) Years of Experience in providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework:

(b) Education or professional training:

(c) List years of experience and describe your experience in providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework in a traffic safety context:

Performance Requirement and

Stated Business Need

Points Available

(Indicates if it is Pass/Fall or assign points)

Priority (M or

MS)

Bidder’s Compliance

Written Response

To meet minimum acceptable standard [0%]: At a minimum the key personnel that will be performing service under this contract will:

(a) Have a minimum of two (2) years experience training, and providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework.

(b) Describe specific experience providing technical assistance on skill development associated with Steps 4, 5 and 6 of the Positive Culture Framework in any industry or context.

2. WTSC is seeking a bidder that is highly qualified at providing in-person trainings focused on skill building around all steps of the PCF framework including step 7 of the Positive Culture Framework

– evaluating effectiveness and needs.

Added value considerations: Key personnel that will be providing services under this contract will:

(a) Have five (5) years experience designing, and executing in person training for adult audiences to build skills associated with step 7 of the Positive Culture Framework.

(b) Describe specific experience providing in-person trainings on skill development associated with Steps 7 Positive Culture Framework in a traffic safety context.

20 MS ☐ Yes

☐ No

Written Response Required. Add/delete personnel as applicable.

Key Personnel 1 Role/Title:

(a) Years of Experience in designing, and executing in person training for adult audiences to build skills associated with Step 7 of the Positive Culture Framework. :

your experience in providing in-person trainings on skill development associated with Steps 7 Positive

Performance Requirement and

Stated Business Need

Points Available

(Indicates if it is Pass/Fall or assign points)

Priority (M or

MS)

Bidder’s Compliance

Written Response

To meet minimum acceptable standard [0%]: At a minimum the key personnel that will be performing service under this contract will:

(a) Have two (2) years experience designing, and executing in person training for adult audiences to build skills associated with step 7 of the Positive Culture Framework.

(b) Describe specific experience providing in-person trainings on skill development associated with Steps 7 Positive Culture Framework in any context.

Culture Framework in a traffic safety context:

3. WTSC is seeking a bidder that is highly qualified at providing technical assistance in Steps 2 and 3 of the Positive Culture Framework specifically, with helping WTSC staff and Target Zero Managers make meaning of responses from WTSC annual statewide traffic safety survey. This survey which typically has 10,000+ responses is a rich source of data on the beliefs and behaviors of respondents interacting with Washington’s transportation system.

Added value considerations: Key personnel that will be providing services under this contract will:

1. Have three (3) years experience helping clients interpret behavior and belief survey data.

(c) Describe specific experience for any of the following: Designing, executing and/or analyzing the results of survey of belief and behavior data. Response

10 MS ☐ Yes

☐ No

Written Response Required. Add/delete personnel as applicable.

Key Personnel 1 Role/Title:

(a) Years of Experience in experience helping clients interpret behavior and belief survey data:

your experience for any of the following: Designing, executing and/or analyzing the results of survey of belief and behavior data. Response should provide a description of the purpose of the survey and how survey data was used.:

Performance Requirement and

Stated Business Need

Points Available

(Indicates if it is Pass/Fall or assign points)

Priority (M or

MS)

Bidder’s Compliance

Written Response should provide a description of the purpose of the survey and how survey data was used

To meet minimum acceptable standard [0%]: At a minimum the key personnel that will be performing service under this contract will:

(d) Have one (1) years experience helping clients interpret any data relevant to their purpose.

(e) Describe specific examples of helping clients make meaning of any data relevant to their program or purpose.

Response should provide a description of the data and how it was used.

4. WTSC anticipates working with the successful bidder in the third quarter of FFY 2025 to assess the progress made in helping the WTSC operationalize the positive culture framework among Program Managers and Target Zero Managers. Based on the result of that assessment, together the WTSC and successful bidder will negotiate a work plan for year two of the project – FFY 2026. WTSC anticipates taking a similar approach in FFY 2026 to develop a work plan for FFY 2027 – the third year of the contract.

Considering this approach to developing work plans for years two and three, please articulate:

• The factors you would want to consider in assessing progress.

Pass/Fail M ☐ Yes

☐ No

Performance Requirement and

Stated Business Need

Points Available

(Indicates if it is Pass/Fall or assign points)

Priority (M or

MS)

Bidder’s Compliance

Written Response

• Your recommendations for the process to be effective in developing robust work plans for the next year.

To meet minimum acceptable standard [0%]: At a minimum the bidder should be able to articulate at least

• two (2) factors they would consider in assessing progress and

• provide at least one (1) recommendation for work plan development the process to be effective.

Return this exhibit to Procurement Coordinator, Abby Williams, at awilliams@wtsc.wa.gov.

mailto:awilliams@wtsc.wa.gov