2018-28 RFP Documents.pdf

Request for

Proposal (RFP) for

Non-Residential Services for

Adult Correctional Offenders

Proposal #2018-28

Issued by:

Portage County Purchasing Department

Proposals must be submitted No later than 2 PM 8/29/18 to:

Portage County Purchasing

1462 Strongs Ave Stevens Point WI 54481

LATE PROPOSALS WILL BE REJECTED

There will not be a public opening for this Proposal

For further information regarding this RFP contact Calvin Winters

At (715) 346-1393 Email: winters@co.portage.wi.us

Issued: 8/1/2018

Table of Contents

1. General Information

1.1. Introduction

1.2. Definitions

1.3. Scope

1.4. Calendar of Events

1.5. Contract Term and Funding

2. Preparing and Submitting a Proposal

2.1. General Instructions

2.2. Incurring Costs

2.3. Submitting Proposals

2.4. Proposal Organization and Format

2.5. Multiple Proposals

2.6. Withdrawal of Proposals

3. Proposal Selection and Award Process

3.1. Evaluation Committee

3.2. Preliminary Evaluation

3.3. Right to reject proposals

3.4. Proposal Scoring

3.5. Evaluation Criteria

3.6. Interviews/Presentations and/or Site Visits

3.7. Final Evaluation

3.8. Award and Final Offers

3.9. Notification of Intent to Award

3.10. Appeals Process

3.11. Negotiate Contract Terms

4. Requirements

4.1. Mandatory Requirements

4.2. Contract Requirements

5. Proposer Information and Solutions

5.1. Organization Experience and Capabilities

5.2. Staff Qualifications

5.3. Proposer Solutions

5.4. Proposer References

Table of Contents

6. Cost Proposal

6.1. General Instructions for the Cost Proposal and how it will be Scored

6.2. Format for Submitting Cost Proposal

6.3. Fixed Price Period

Attachment A - Signature and Authority Affidavit Form Attachment B - References Attachment C - Designation of Confidential & Proprietary Information Form Attachment D - Mandatory Requirements Attachment E - Standard Terms and Conditions Attachment F - Cost Proposal

Portage County Wisconsin RFP #2018-28

1. General Information

1.1. Introduction

The purpose of this document is to provide highly qualified service providers with information to enable them to prepare and submit proposals to deliver non-residential services for offenders that reduce offender recidivism and jail utilization, and enhance Portage County’s current continuum of strategies that are designed to meet the needs of the criminal justice system in Portage County.

The County of Portage as represented by the Purchasing Department intends to use the results of this

Request for Proposal (RFP) to award a contract for the above listed project. The contract administrator will be determined at the time of the contract award. Retain a copy of these proposal documents for your files.

Should you receive an award, these documents become your contract terms and conditions.

Contract Execution: Portage County utilizes a web based electronic signature program (DocuSign) for the execution of contracts that do not require notarization. By submitting your proposal you are agreeing to the use of this program to sign documents should you receive an award. There is no cost to the proposer associated with this process.

1.2. Definitions

The following definitions are used throughout the RFP:

ALOS means average projected length of stay.

AODA means alcohol and other drug abuse

COMPAS means Correctional Offender Management Profiling for Alternative Sanctions

Contractor means proposer awarded the contract.

County means the County of Portage Wisconsin.

DOT means the Wisconsin Department of Transportation.

LS-CMI means Level of Service Case Management Inventory

MADD means the Mothers Against Drunk Driving organization.

OWI means Operating While Intoxicated.

PKT means Precision Kiosk Technologies

Proposer/Vendor/Bidder means a company or individual submitting a proposal in response to this RFP.

Provider means proposer awarded the contract.

Purchasing means the County of Portage Purchasing Department.

RFP means Request for Proposal.

State means the State of Wisconsin.

VendorNet means the State of Wisconsin’s electronic purchasing information system.

1.3. Scope

1.3.1. Project Description

Portage County has committed to a process, which has as its goal, the reduction of offender recidivism and jail utilization. This process uses a combination of existing community corrections programs and services that serve as the basis for elements of this Request for Proposal (RFP).

The program elements of the RFP are contained in this section (Scope). The Provider must be cognizant of the County’s need for measurable outcomes and clearly defined target groups.

The overall goal of this project is to provide non residential community based services for adult defendants and offenders charged with criminal behavior in Portage County using research based principles and strategies known to reduce repeat criminal behavior in a cost effective manner. The Provider will design, implement and monitor service effectiveness in collaboration with the Portage County Justice Coalition and oversight of the Portage County Justice Programs Director. The Provider will prepare and submit routine program reports in accordance with the format set by the Portage County Justice Programs Director on behalf of the Portage County Executive, Portage County Board, and Portage County Justice Coalition.

Portage County reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in this request for proposal, unless clearly and specifically modified or excluded in writing in the proposal submitted and confirmed in the contract between Portage County and the firm selected.

1.3.2. Program Elements

Portage County is issuing this Request for Proposal to provide the following core services:

- Day Reporting Program

- Pre-Trial/Post Sentence Supervision Program

- Diversion - Deferred Prosecution Program

- Volunteer in Probation Program & Volunteer Services

All service delivery will be conducted in accordance with the present and future programs, policies and procedures. These Policies and Procedures are subject to modification prior to implementation.

Proposers will be able to submit proposals on any or all Program Elements and augmentations.

1.3.3. Core Services

1.3.3.1. Day Report (Alcohol/Drug Testing)

Purpose The Day Report program provides a structured setting for routine/random reporting and monitoring of selected community corrections participants. A review of daily schedules, verification of scheduled activities, and compliance with ordered programs would be provided.

Description The program will have selected participants report on a routine/random basis for alcohol testing to be completed at the PKT Kiosk. Provider may have to conduct individual alcohol testing in the event that the Kiosk is not able to be used. Provider will have to enter and monitor participants within the Kiosk software system. Provider will have to conduct routine/random drug testing. Provider may be requested to conduct supervised urinalysis on a case-by-case basis. Provider will have to make a determination of compliance or non-compliance with court/program conditions. The service provider will maintain contact with employers, teachers, family members, probation/parole agents, and treatment providers to confirm participant activities and compliance. Services will be available seven days per week with two reporting periods to accommodate work schedules. This program is intended to be used in conjunction with other services and would add an extra layer of supervision, accountability and daily management of the participant's time.

Provider staff will work in conjunction with referring parties and the jail staff in providing services and maintaining accountability.

Target Population The Target Population is those community corrections participants who are assessed as needing additional structure and accountability in their community placement, and who may benefit from the monitoring and services offered by the program.

Services may be provided as a result of court orders, diversion agreements or as conditions of other programs such as Volunteers in Probation, Wisconsin Division of Community Corrections, Portage County Home Detention Program, and other programs as authorized by the Contract Administrator.

Projected Daily Number of Participants Participant numbers and contact levels will vary. The anticipated daily population is 75- 95 participants with overage total program enrollments at 135-155 participants. Annual projections are 350-400.

Provider will work with the Contract Administrator to manage population levels and referral capacities.

Projected Percent of Positive Completions: 75%

Average Projected Length of Stay (ALOS) ALOS will vary by referral source. Bond condition participants (200 days), Home Detention participants (45 days), Diversion program participants (225 days), Division of Community Corrections participants (75 days).

1.3.3.2. Pre-Trial/Post Sentence Supervision Program including Intensive Supervision Program for Operating While Intoxicated

Purpose The purpose of the Pre-trial/Post Sentence Supervision Program is to provide an intensively supervised system to intervene and monitor participant compliance with court-ordered conditions through participant assessment, case management, supervision, education, and referral to community resources.

Description The program provides intensive supervision of an offender’s compliance with court ordered conditions. The use of research based programming is expected to change attitude, knowledge and behavior related to non-compliant and/or criminal behavior. The provider will be expected to offer a minimum of two group services using cognitive behavioral curriculums designed to alter criminal attitudes and abuse/misuse of alcohol and drugs for pre-trial participants. The provider will be expected to offer evidence based group services, such as the Driving with Care program for post sentence offenders. The provider will be expected to offer quarterly Victim Impact Panels in collaboration with Mothers Against Drunk Drivers (MADD). The provider is to be aware of Wisconsin Act 100 and support participant adherence to its provisions. This will be accomplished through close collaboration with the court and community resources, including MADD, and local treatment/service providers.

Target Population The target population is pre-trial defendants who present a higher risk to be non-compliant with bond conditions and who have a history of driving while intoxicated.

These participants will primarily be OWI 3rd Offense and OWI 4th Offense offenders.

Projected Annual Number of Participants in the Program: 50-60.

Projected Percent of Positive Completions: 85%

Average Projected Length of Stay in the Program from Enrollment to Termination:

200 days (pre-trial) 365 days (post sentence)

1.3.3.3. Diversion - Deferred Prosecution Program

Purpose The purpose of the Deferred Prosecution Program is to provide monitoring services to offenders completing Deferred Prosecution Agreements or Deferred Entry of Judgments through the Portage County District Attorney’s Office. Compliance and completion of stipulated conditions will be monitored by the Service Provider and results reported to the Portage County District Attorney’s Office upon completion or termination.

Description The program will receive referrals for services from the Portage County District Attorney’s Office. The Service Provider will complete an intake interview including program rules and releases of information. The Service Provider will ensure the offender has engaged in services as stipulated by the Deferred Prosecution Agreement (DPA) and monitor ongoing compliance through completion of the agreement. The Service Provider will meet with the offender at three month intervals and verify compliance and any rules violations.

Rules violations will be reported to the Portage County District Attorney’s Office and may result in changed conditions or program termination. The Service Provider will prepare routine program reports and record relevant data on participants as required by the County and the Portage County District Attorney’s Office.

Target Population Community corrections participants who are generally assessed as appropriate for diversion from formal prosecution and may benefit from the monitoring and services required by the Deferred Prosecution Agreement.

Projected Daily Numbers of Participants The anticipated daily population is 25-30 with average total program enrollments at 50-

60. Provider will work with the Contract Administrator to manage population levels.

Projected Percent of Positive Completions: 75%

Average Projected Length of Stay (ALOS): 365 days

1.3.3.4. Volunteer in Probation Program

Purpose: To provide a diversionary option providing mentoring and support services to eligible offenders referred by the court.

Description: This program coordinated by the Service Provider, would screen, assess and recommend offenders for the Volunteer in Probation Program (a court ordered deferred entry of judgment). Selected offenders would be matched with screened and trained community volunteers who will serve as mentors to the offender. Mentor services include: monitoring, role-modeling, problem-solving, information gathering, informal guidance, and advocacy. The provider will also recruit, screen, train, and coordinate volunteers who have agreed to mentor program participants.

Target population: Offenders who have been referred and selected as eligible based on prior history, current offense, and current case plan. Offenders assessed as within the target population for the Volunteer in Probation Program (low risk, low-moderate need) may be recommended for the program.

Projected annual number of offenders participating in the program:

The anticipated daily population is 5 with average total program enrollments at 10-15.

Projected percent of positive completions: 75%

Average projected length of stay in the program from enrollment to termination: 9-15 months.

The Day Report/Pre-Trial Supervision Center is located in the lower level of the Law Enforcement Center/Sheriff’s Office. It is approximately 1,080 sq feet of space which includes a waiting room, secure bathroom, and three offices. The programs may also use part of the Emergency Operations Center by appointment if not in use (treat as a conference room).

Supplies or equipment that will be required for Day Report would include UA materials, such as quick test cups, and would be the financial responsibility of the provider. A Breathalyzer is also needed for Day Report as a back-up to the Kiosk. Portage County does own a Breathalyzer and would allow the Day Report provider to use it. The provider would be required to provide the needed single use straws used for the individual Breathalyzer.

1.3.4. Clarifications and/or Revisions to this RFP

Portage County Purchasing is the sole point of contact for the County during the selection process.

Contact with anyone else involved with this process without the prior authorization of Purchasing may result in the disqualification of your proposal. Proposers are expected to raise any questions, noted errors, discrepancies, ambiguities, exceptions, additions or deficiencies they have concerning this proposal in writing through email by end of day 8/20/2018 to: Calvin Winters, Purchasing, Email: wintersc@co.portage.wi.us

If a proposer discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this proposal after the above date, they shall immediately notify the above named individual of such error and request modification or clarification of the proposal document before the proposal opening date.

If the proposer fails to notify the County prior to the proposal due date of any condition stated above that reasonably should have been known to the proposer, and if a contract is awarded to that proposer, the proposer shall not be entitled to additional compensation or time by reason of the error or its correction.

Revisions to this request for proposal or answers to questions will be made only by an official written addendum issued by Purchasing. Addenda will be posted on VendorNet and on the Portage County Website. Proposers are responsible for checking these websites for any addenda before submitting a proposal. Failure to acknowledge addenda may disqualify your proposal.

https://vendornet.wi.gov http://www.co.portage.wi.us

1.4. Calendar of Events

Listed below are specific and estimated dates and times of actions related to this Request for Proposal. The actions with specific dates must be completed as indicated unless otherwise changed by the County. In the event that the County finds it necessary to change any of the specific dates and times, it will do so by issuing addenda to this RFP. There may or may not be a formal notification issued for changes of the estimated dates and times.

DATE EVENT

8/1/2018 RFP Issuance date

8/20/2018 Last day for submitting written questions

8/22/2018 Addenda posted to https://vendornet.wi.gov/ and http://www.co.portage.wi.us

8/29/2018 Proposals due at or before 2:00 p.m.

9/26/2018 Notification of intent to award sent to proposers (estimated)

10/16/2018 Contract award (estimated)

1/1/19 Contract start date (estimated)

1.5. Contract Term and Funding

The contract shall be effective on 01/01/2019, or contract date, and shall continue until 12/31/2019. By mutual agreement of the agency and the contractor, the contract may be renewed up to four additional one-year periods.

In 2018, the County allocated approximately $212,619 for procurement of Day Reporting and Pre-trial and

Post-trial Intensive Supervision services. In 2018, the County allocated $70,000 for the procurement of

Deferred Prosecution Program services. Participants are charged $2.00 per Breathalyzer test through the

Kiosk. Revenue generated from the Kiosk is split between PKT and Portage County. The County does not guarantee funding for these services, these figures are estimates. Funding will be finalized by the Portage

County Board of Supervisors in November of 2018 for 2019 budget.

https://vendornet.wi.gov/ http://www.co.portage.wi.us/ https://vendornet.wi.gov/ http://www.co.portage.wi.us/

2. Preparing and Submitting a Proposal

2.1. General Instructions

The evaluation and selection of a contractor will be based on the information submitted in the proposal plus references and any required on-site visits, interviews/presentations or demonstrations. Proposers should respond clearly and completely to all requirements. Failure to respond to each of the requirements in the

RFP may be the basis for rejecting a proposal.

Elaborate proposals (e.g. expensive artwork), beyond that sufficient to present a complete and effective proposal, are not necessary or desired. The County encourages all proposers to print their submission double-sided to save paper.

2.2. Incurring Costs

The County is not liable for any cost incurred by proposers in replying to this RFP.

2.3. Submitting Proposals

Proposers must submit, in a sealed package, One Original (identify) PLUS Four (4) identical copies of all materials required for acceptance of their proposal on or before 2:00 p.m., 8/29/2018 to:

Portage County Purchasing

1462 Strongs Ave

Stevens Point, WI 54481

All proposals must be received by the Purchasing Department by the stated time. Late proposals will not be accepted. Receipt of the proposal by the U.S. mail system does not constitute receipt of the proposal by

Purchasing.

The County does not accept facsimile machine or email submitted proposals. All proposals must be packaged, sealed, and show the following information on the outside of the package:

Proposer's Name and Address

Request for Proposal Title

Request for Proposal Number

Proposal Due Date

COST PROPOSAL: Submit Original plus one (1) identical copy Attachment F. Seal in an envelope and submit within the proposal package. The outside of the envelope should clearly state “Cost Proposal” and the name of proposer.

2.4. Proposal Organization and Format

Proposal should be typed and submitted on 8.5 by 11 inch paper and bound securely with page numbers clearly indicated. Proposers responding to this RFP must comply with the following format requirements:

Tab 1 - COVER LETTER, RFP SIGNATURE PAGES: Include here any cover letter, Attachment A - RFP Signature and Authority Affidavit Form, and Attachment C - Designation of Confidential & Proprietary Information form.

The Signature and Authority Affidavit submitted in response to this RFP must be signed by the person in the

Proposer's organization who is responsible for the decision as to the prices being offered or by a person who has been authorized in writing to act as agent for the person responsible for the decision on prices and services. Failure to provide these forms/information with your bid submittal may disqualify your proposal.

Tab 2 - RESPONSE TO PROPOSER INFORMATION AND SOLUTIONS: Responses to Section 5.1 Organization

Experience and Capabilities and Section 5.2 Staff Qualifications must be in the same sequence and numbered as they appear in this RFP. Include here completed Attachment B--References.

Tab 2 (a, b, c, and/or d) - RESPONSE TO PROPOSER SOLUTIONS: Responses to Section 5.3 Proposer

Solutions must be in the same sequence and numbered as they appear in this RFP.

Use the following tab letters for the corresponding Program Element:

2a = Day Reporting Program

2b = Pre-Trial/Post Sentence Supervision Program

2c = Diversion - Deferred Prosecution Program

2d = Volunteer in Probation Program & Volunteer Services

If you are not bidding a particular Program Element, omit the use of the corresponding tab.

Tab 3 – MANDATORY REQUIREMENTS: Include Attachment D Mandatory Requirements.

Separate Envelope - COST PROPOSAL—ATTACHMENT F: Provide cost information as detailed in Section 6 in this RFP. All costs, as requested, for furnishing the product(s) and/or service(s) must be included in this proposal. The cost proposal must NOT be listed in any other part of the proposal response.

2.5. Multiple Proposals

Multiple proposals from a proposer will be permissible; however each proposal must conform fully to the requirements for proposal submission. Each such proposal must be separately submitted and labeled as

Proposal #1, Proposal #2, etc. on each page included in the response

2.6. Withdrawal of Proposals

Proposals shall be irrevocable until contract award unless the proposal is withdrawn. Proposers may withdraw a proposal, in writing, at any time up to the proposal due date and time or upon expiration of 180 days after the due date and time. The written withdrawal notice must be received by Purchasing. The notice must be signed by an authorized representative of the proposer. If a previously submitted proposal is withdrawn before the proposal due date and time, the proposer may submit another proposal at any time up to the proposal due date and time.

3. Proposal Selection and Award Process

3.1. Evaluation Committee

The County’s evaluation committee will consist of members who have been selected because of their special expertise and knowledge of the service(s) and/or product(s) that are the subject of this RFP. Proposers may not contact members of the evaluation committee except at the request of the Purchasing Department.

3.2. Preliminary Evaluation

The proposals will be initially reviewed to determine if mandatory requirements are met. Failure to meet mandatory requirements shall result in the proposal being rejected. In the event that all proposers do not meet one or more of the mandatory requirements, the County reserves the right to continue the evaluation of the proposals that most closely meet the mandatory requirements of this RFP.

3.3. Right to reject proposals

The County reserves the right to reject any and all proposals.

3.4. Proposal Scoring

Accepted proposals will be reviewed by an evaluation committee and scored against the stated criteria. The committee may review references, request interviews/presentations, conduct demonstrations and/or conduct on-site visits. The resulting information will be used to score the proposals. The evaluation committee's scoring will be tabulated and proposals ranked based on the numerical scores received.

3.5. Evaluation Criteria

The proposals will be scored using the following criteria:

Description Points

5.1 Organization Capabilities

5.1.1 Describe the organization/company’s experience and

capabilities providing similar service to those required.

5.1.2 Describe your organization’s structure and capabilities 150

5.2 Staff Qualifications 100

5.3 Proposer Solutions

5.3.1 Provide an overview of the organizational philosophy for approaching the project.

5.3.2 Detail your firms understanding of the challenge, barriers and risk factors and proposed approach to overcoming these concerns.

5.3.3 Identify service outcomes and measurements to demonstrate program effectiveness and adherence to evidence based practices

5.3.4 Detail how you will exceed proposal requirements or any value added solutions

Cost Proposal 150

Total 1000

3.6. Interviews/Presentations and/or Site Visits

Top-scoring proposers, based on the evaluation of the written proposal, may be required to have interviews/presentations to support and clarify their proposals, if requested by the County. The County will make every reasonable attempt to schedule the interview/presentation on the date specified in the

Calendar of Events. Failure of a proposer to complete a scheduled interview/presentation to the County may result in rejection of that proposer's proposal. The County may conduct site visits of proposer and/or references’ facilities to clarify or confirm proposal information.

3.7. Final Evaluation

Upon completion of any interviews/presentations and/or demonstrations by proposers, the County's evaluation team will review their evaluations and make adjustments to the scores based on the information obtained in the interview/presentation, demonstration, possible reference checks, and any other pertinent proposer information.

3.8. Award and Final Offers

Award will be granted in one of two ways. The award may be granted to the highest scoring responsive and responsible proposer after the original evaluation process is complete. Alternatively, the highest proposer or proposers may be requested to submit best and final offers. If the County requests best and final offers, they will be evaluated against the stated criteria, scored, and ranked by the evaluation committee. The award will then be granted to the highest scoring proposer following that process. However, a proposer should not expect that the County will request a best and final offer.

3.9. Notification of Intent to Award

All proposers who respond to this RFP will be notified in writing of the County's intent to award the contract(s) as a result of this RFP.

3.10. Appeals Process

Notices of intent to protest and protests must be made in writing. Protestors should make their protests as specific as possible and should identify Wisconsin Statutes or Portage County Ordinance provisions that are alleged to have been violated.

The written notice of intent to protest the intent to award a contract must be filed with Calvin Winters, Procurement Director, Portage County Wisconsin, 1462 Strongs Ave, Stevens Point, WI 54481, and received in his office no later than five (5) working days after the notice of intent to award is issued.

The written protest must be received in his office no later than ten (10) working days after the notice of intent to award is issued.

The decision of the Procurement Director may be appealed to the Corporation Counsel Office within (5) working days of issuance. The appeal must allege a violation of a Wisconsin Statute or a Portage County

Ordinance provision.

3.11. Negotiate Contract Terms

The County reserves the right to negotiate the terms of the contract, including the award amount, with the selected proposer prior to entering into a contract. If contract negotiations cannot be concluded successfully with the highest scoring proposer, the County may negotiate a contract with the next highest scoring proposer.

4. Requirements

4.1. Mandatory Requirements

Submit response using Attachment D Mandatory Requirements under Tab 3 of proposal - see section 2.4 for proposal submittal format.

The following requirement(s) are mandatory and the proposer must satisfy them as a pass/fail pre-screening requirement. Any proposal submitted not in compliance with mandatory requirements will be rejected and not evaluated or scored.

4.1.1. The proposer must have a minimum of two years providing services similar to those they are proposing to provide.

4.1.2. An affirmation that the firm meets the independence requirements of Generally Accepted Government Auditing Standards (GAGAS), defined by the U.S. Government Accountability Office's Government Auditing Standards as they relate to Portage County and all its component units. The firm must list and describe the firm’s proposed subcontractors’ professional relationships involving the County or any of its agencies, component units/agencies, or oversight units for the past five (5) years, together with a statement explaining why such relationships do not constitute a conflict of interest relative to performing the proposed audit.

4.1.3. Awarded Provider must provide Purchasing a Certificate of Insurance and maintain the minimum limits specified for the term of the contract. All policies must be issued with a 30-day cancellation notice, by an insurance company licensed to do business in the State of Wisconsin, with a minimum AM Best rating of A1, and signed by an authorized agent.

Maintain worker's compensation insurance as required by Wisconsin Statutes, for all employees engaged in the work.

Maintain commercial liability, bodily injury and property damage insurance against any claim(s) which might occur in carrying out this agreement/contract. Minimum coverage shall be one million dollars ($1,000,000) liability for bodily injury and property damage including products liability and completed operations. Provide motor vehicle insurance for all owned, non-owned and hired vehicles that are used in carrying out this contract. Minimum coverage shall be one million dollars ($1,000,000) per occurrence combined single limit for automobile liability and property damage.

4.2. Contract Requirements

The awarded contractor is expected to fulfill the following contract requirements.

4.2.1. Provide the range of services identified in the Section 1.3 Scope in accordance with a time schedule agreed upon by the County for Program Elements proposed.

4.2.2. Meet or exceed service/completion projections on Program Elements for which they are proposing.

4.2.3. Prepare and submit daily, monthly, quarterly, and annual reports as required by the County.

4.2.4. Prepare court and agency reports with distribution no less than 72 hours prior to due date/court date.

4.2.5. Advise County/Contract Administrator of participant, staff, or agency concerns within 48 hours of occurrence.

4.2.6. Adhere to existing program protocols unless modified in advance with the permission of the County/Contract Administrator.

4.2.7. Subcontractors

The Provider shall be responsible for Contract performance when subcontractors are used.

However, when subcontractors are used, they must abide by all terms and conditions of the Contract.

4.2.8. The successful proposer shall meet with the Portage County Justice Programs Director to discuss the scope of and develop a written implementation work plan and schedule. The work plan will need to address provision of services for active existing program participants. Once the work plan has been developed, the written audit work plan will be reported to the Portage County Justice Coalition, County Executive and Judicial General Government Committee for approval. During the term of the project the program supervisor will meet with the County Justice Programs Director to discuss the progress of the project and make adjustments as necessary. Meetings shall take place as deemed necessary to discuss progress and unique issues that may have surfaced. Monthly program reports shall be submitted to the Justice Programs Director, who is the Contract Administrator.

4.2.9. Project partners, managers, other supervisory staff and specialists may be changed if those personnel leave the firm, are promoted or are assigned to another office. These personnel may also be changed for other reasons with the express prior written permission of the County. However, in either case, the County retains the right to approve or reject replacements. Other program personnel may be changed at the discretion of the proposer provided that replacements have substantially the same or better qualifications or experience.

5. Proposer Information and Solutions

5.1. Organization Experience and Capabilities

Submit response under Tab 2 of proposal - see section 2.4 for proposal submittal format.

5.1.1. Describe the organization/company's experience and capabilities providing similar services to those required. Be specific and detail no more than three projects/contracts: description of work, dates, locations, challenges and results. Projects with Government agencies are preferred. (100 Points)

5.1.2. Describe your organization’s structure and capabilities. (150 Points)

Include the following:

5.1.2.1. The organization and size of the firm, the size of the firm's non residential offender services staff, the location of the office from which the work on this engagement is to be performed.

5.1.2.2. Length of time the firm has been in existence, as well as, the length of time the firm has been providing services of the nature requested by the County.

5.1.2.3. A description of the range of activities performed by the assigned office such as assessment, case management, chemical testing, crew supervision, volunteer recruitment and training services.

5.1.2.4. A description of your firm's quality control procedures that ensure compliance with contract expectations and research based practices.

5.1.2.5. Provide an affirmative statement that the proposer does not have a record of substandard work and/or any disciplinary action. In addition, all positive enforcement actions by professional licensing boards, courts, or other bodies or other matters which may reflect on you or your firm’s professional qualifications are disclosed in the proposal.

If disciplinary action has been undertaken, the current status of the action and appropriate details of the circumstances should be disclosed.

5.1.2.6. Describe any pending litigation or other factors that could affect your organizations’ ability to perform this contact.

5.1.2.7. Indicate if your firm has ever failed to complete any work awarded to it. If it has, please indicate the date, where, and why.

5.1.2.8. If your firm proposes to use the services of another firm(s), identify the name of the firm and the location of office serving Portage County with the related contact person. Provide a description of any and all subcontracts and associations with other entities the Provider proposes to utilize in the performance of this work. Explain fully the intended working relationships and responsibilities of each entity, and number of projects worked together.

5.2. Staff Qualifications

Submit response under Tab 2 of proposal - see section 2.4 for proposal submittal format.

Identify key staff your organization/company will assign to fulfill the contract requirements. Detail who would be contract manager(s) etc. Provide a synopsis describing the educational and work experience for each of the key staff who would be assigned to the project/program. Provide information on the correctional program experience of each person, including information on relevant continuing professional education for the past three (3) years and membership in professional organizations relevant to the performance of this project. Detail the number of hours for each key staff member by service component that you estimate will be needed to fulfill the contract requirements. Include any staff certifications relevant to tasks they will perform.

The minimum qualification requirements for staff would include a high school diploma, criminal justice knowledge and the ability to maintain confidentiality. Staff providing case management should have a higher level of education, experience and/or knowledge of serving those involved in the criminal justice system. (100 Points)

5.3. Proposer Solutions

Submit response under Tab 2 (a, b, c, and/or d) of proposal - see section 2.4 for proposal submittal format.

Provide an individual response for each Program Element proposed. Each response must be clearly marked with the Program Element name and submitted under the proper tab.

5.3.1. Provide an overview of the organizational philosophy for approaching the project. Include an organizational vision or mission statement if they have been developed, adopted, and embraced by the proposer. Provide a description of the work approach to the overall broad tasks and objectives identified in Section 1.3 Scope of the Program Element proposed. Include any concepts, techniques and tools that the Proposer intends to utilize in the project. (250 Points) Also include the following:

5.3.1.1. Provide a proposed staffing plan for each service component identified in the Scope.

5.3.1.2. Identify any resources (including space) that will be needed.

5.3.1.3. Provide policies and procedures for similar program models, or draft policies and procedures for proposed programs.

5.3.1.4. Describe the Service Provider’s intended working relationship with the County staff, including the level of assistance anticipated for completion of the proposed tasks.

5.3.2. Detail your firm’s understanding of the challenge, barriers and risk factors and proposed approach to overcoming these concerns. (150 Points)

5.3.3. Identify service outcomes and measurements to demonstrate program effectiveness and adherence to evidence based practices. (50 Points)

5.3.4. Detail how you will exceed proposal requirements or any value added solutions. (50 Points)

5.4. Proposer References

Submit response using Attachment B References under Tab 2 of proposal – see section 2.4 for proposal submittal format.

Proposer must supply references of three firms to which similar products/service have been provided within the past five years to a comparable sized institution or company. If contacted, all of those references must verify that a high level of satisfaction was provided.

6. Cost Proposal

6.1. General Instructions for the Cost Proposal and how it will be Scored

All prices must be quoted in U.S. Dollars.

Purchasing will score the cost proposals by prorating with the lowest cost proposal given the highest score.

The formula is as follows: Calculation of points awarded to subsequent proposals will use the lowest dollar proposal amount as a constant numerator and the dollar amount of the firm being scored as the denominator. This number is then multiplied by the number of points given to the cost section of the RFP, resulting in the cost proposal score.

Lowest Cost Proposed

Constant _ X Maximum Points Assigned to Cost = Score

Other Proposed Cost

6.2. Format for Submitting Cost Proposal.

Use Attachment F Cost Proposal. Submit one marked original plus one copy. Seal in an envelope and submit within the proposal package. The outside of the envelope should clearly state “Cost Proposal” and the name of proposer.

6.3. Fixed Price Period

The awarded contractor must hold the accepted prices and/or costs for the entire contract period. Any adjustment to prices and/or costs at the beginning of a contract renewal period will be negotiated between the County and the Contractor.

ATTACHMENT A

SIGNATURE AND AUTHORITY AFFIDAVIT FORM

PROPOSING COMPANY NAME: _________________________________________________________

FEIN (Federal Employer ID Number) OR Social Security # (if Sole Proprietorship)

Address: __________________________________________________________________________

City _____________________________ State ________ Zip + 4 _______________________

Number of years in Business _______

Name the person to contact for questions concerning this proposal.

Name ___________________________ Title ______________________________

Phone ( ) _______________________ Toll Free Phone ( ) __________________________

Fax ( ) _______________________ Email Address ___________________________

In signing this proposal, we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a proposal; that this proposal has been independently arrived at without collusion with any other proposer, competitor or potential competitor; that this proposal has not been knowingly disclosed prior to the opening to any other proposer or competitor; that the above statement is accurate under penalty of perjury.

The undersigned, having familiarized themselves with the conditions affecting the cost of the work, having read completely the requirements, hereby proposes to perform everything required and to provide and furnish labor, materials, equipment, tools and all other services and supplies necessary to produce in a complete and workmanlike manner all of the materials or products described in the project relating to this proposal.

I further certify that I have carefully examined the proposal documents and all terms herein, and site where the work is to be done and have no agreements to prevent the completion of said work.

Signature Title

Name (type or print) Date

This firm herby acknowledges receipt / review of the following addendum(s) (If any)

Addendum #_____ Addendum #_____Addendum #_____Addendum #_____

ATTACHMENT B

REFERENCES

Proposer: _______________________________________________________________________

Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s) provided to customers similar to those requested in this solicitation document. Potential subcontractors cannot be references. Any subcontractor arrangement for the completion of this work shall be listed on a separate page.

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

ATTACHMENT C

DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION

The attached material submitted in response to Bid/Proposal # includes proprietary and confidential information which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be kept confidential under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this bid/proposal response be treated as confidential material and not be released without our written approval.

Prices always become public information when bids/proposals are opened, and therefore cannot be kept confidential.

Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis. Stats. as follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method, technique or process to which all of the following apply:

1. The information derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use.

2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.

We request that the following pages not be released:

Section Page # Topic

IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE UNDERSIGNED HEREBY AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND THE DESIGNATION OF CONFIDENTIALITY AND AGREES TO HOLD THE STATE HARMLESS FOR ANY COSTS OR DAMAGES ARISING OUT OF THE COUNTY'S AGREEING TO WITHHOLD THE

MATERIALS.

Failure to include this form in the bid/proposal response may mean that all information provided as part of the bid/proposal response will be open to examination and copying. The County considers other markings of confidential in the bid/proposal document to be insufficient. The undersigned agrees to hold the County harmless for any damages arising out of the release of any materials unless they are specifically identified above.

Company Name ______________________________________________

Authorized Representative ______________________________________________ Signature

Authorized Representative ________________________________________________ Type or Print

Date ___________________________________________

ATTACHMENT D

MANDATORY REQUIREMENTS

Mark an X in either yes or no for each mandatory requirement.

Mandatory Requirement Yes No

4.1.1 The proposer has a minimum of two years providing services similar those they are proposing to provide?

4.1.2 The firm meets the independence requirements of Generally Accepted Government Auditing Standards (GAGAS), defined by the U.S. Government Accountability Office's Government Auditing Standards as they relate to Portage County and all its component units? The firm must list and describe the firm’s proposed subcontractors’ professional relationships involving the County or any of its agencies, component units/agencies, or oversight units for the past five (5) years, together with a statement explaining why such relationships do not constitute a conflict of interest relative to performing the proposed audit.

4.1.3 Provider is able to provide Purchasing a Certificate of Insurance and maintain the minimum limits specified for the term of the contract upon award?

Per 4.1.2, list of proposed subcontractor relationships is submitted with Attachment D? Yes______ No________

ATTACHMENT E

STANDARD TERMS AND CONDITIONS

1.0 SPECIFICATIONS: The specifications in this request are the minimum acceptable. When specific manufacturer and model numbers are used, they are to establish a design, type of construction, quality, functional capability and/or performance level desired, unless otherwise specified. When alternates are bid/proposed, they must be identified by manufacturer, stock number, and such other information necessary to establish an acceptable equivalency. The County shall be the sole and final judge of equivalency.

2.0 HOW TO AMEND A REQUEST FOR BID, PROPOSAL OR QUOTE:

2.1 Public Works Projects are subject to Wis Stats 66.0901(5): If a person submits a bid or proposal for the performance of public work under any public contract to be let by a municipality and the bidder claims that a mistake, omission or error has been made in preparing the bid, the bidder shall, before the bids are opened, make known the fact that an error, omission or mistake has been made. If the bidder makes this fact known, the bid shall be returned to the bidder unopened and the bidder may not bid upon the public contract unless it is re-advertised and relet upon the re-advertisement. If a bidder makes an error, omission or mistake and discovers it after the bids are opened, the bidder shall immediately and without delay give written notice and make known the fact of the mistake, omission or error which has been committed and submit to the municipality clear and satisfactory evidence of the mistake, omission or error and that it was not caused by any careless act or omission on the bidder's part in the exercise of ordinary care in examining the plans or specifications and in conforming with the provisions of this section. If the discovery and notice of a mistake, omission or error causes a forfeiture, the bidder may not recover the moneys or certified check forfeited as liquidated damages unless it is proven before a court of competent jurisdiction in an action brought for the recovery of the amount forfeited, that in making the mistake, error or omission the bidder was free from carelessness, negligence or inexcusable neglect.

2.2 Non-Public Work Projects: After a Request for Bid/Proposal/Quote has been filed with the Portage County Purchasing

Department, the responder may submit an amended response BEFORE THE DUE DATE AND TIME set in the…