2021-20 Drug Court Coordinator RFP.pdf

REQUEST FOR

PROPOSAL (RFP)

FOR

DRUG COURT

COORDINATOR

PROPOSAL #2021-20

Issued by:

Portage County Purchasing Department

Proposals must be submitted No later than 2 PM 7/13/2021 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 Chris Schultz

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

Issued: 6/15/2021

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. Demonstrations

3.8. Final Evaluation

3.9. Award and Final Offers

3.10. Notification of Intent to Award

3.11. Appeals Process

3.12. Negotiate Contract Terms

4. Requirements

4.1. Mandatory Requirements

4.2. Contract Requirements

5. Proposer Information and Solutions

5.1. Organization Capabilities

5.2. Staff Qualifications

5.3. Proposer Solutions

Table of Contents

5.4. Proposer References

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 #2021-20

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 for a full-time Drug Treatment Court Coordinator and part-time Drug Treatment Court Technician. The Coordinator and Technician will provide case management and core services to Portage County’s Adult Drug Treatment Court. All services must be evidence-based and fully employ the National Association of Drug Court Professionals Standards and Wisconsin Association of Treatment Court Standards.

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.

1.2. Definitions

The following definitions are used throughout the RFP:

Contractor means proposer awarded the contract.

County means the County of Portage Wisconsin.

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

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, Wisconsin is a vibrant and thriving county centrally located in the State and has a 2019 population estimate of 70,772 people. The County seat, and only city, is Stevens Point with a population of 26,229. Outside of Stevens Point, there are seventeen townships and nine villages, which comprise approximately 44,543 people.

Portage County has a respected history of developing and sustaining programming to promote stability, sobriety, and community safety. The Adult Drug Treatment Court (Treatment Court) is part of a well-established diversion and treatment strategies and services offered in Portage County. The Treatment Court is an evidence-based, post-conviction model of treatment and supervision for high-risk, high need offenders. The goals of the Treatment Court include restoring offenders with addiction to crime-free lives in recovery, reduce costs to the criminal justice system and community, and minimize the reliance on incarceration for non-violent offenders.

Portage County has been awarded a Treatment Alternatives and Diversion (TAD) Grant from the Wisconsin Department of Justice. Portage County will provide the necessary office space, meeting space, computer and phone technology and support, and basic office supplies.

The Treatment Court Team includes the following roles: Judge, District Attorney, Public Defender, Probation Agent, Treatment Provider, Law Enforcement and Treatment Court Coordinator. The Drug Court will integrate evidence-based practices into every aspect of its function, including:

1.3.1.1. Early, continuous, and intense treatment

Ideally, Portage County intends to have an offender be ordered into Treatment Court within the evidence-based timeline of 50-60 days. By early identification of potential participants and an initial AODA screen, highly probable participants will then be quickly, yet judiciously, moved through the criminal justice system and into Treatment Court.

Upon arriving in Treatment Court, a participant would begin the treatment process within two business days. The best practice model of a five phase Drug Court has also been built into the Drug Court. Participants move through each phase as they accomplish specific proximal and distal goals, including days of sobriety and compliance with treatment. As one migrates from Phase I to Phase V, the cognitive behavioral treatment goals change along with each individual's needs, while still meeting at least weekly. At the close of treatment (Phase V), participants will have fulfilled their individual and group treatment goals, written their unique relapse prevention plan, successfully completed an evidenced based cognitive restructuring group, successfully completed an evidence based trauma group (if applicable), engaged in a community based recovery community and joined an ongoing alumni support group. The Treatment Court is designed to take a minimum of fourteen months before graduation, which is also an evidence-based practice.

The Treatment Court supports every participant's right to utilize Medication-Assisted Treatment (MAT). The Treatment Court will require participants have a current prescription for the medication and be in full compliance with the MAT prescribing physician's recommendations for care. The Treatment Court will also require an Authorization for the Release of Confidential Information to allow the Treatment Court Coordinator and the prescribing physician to communicate regularly to ensure a participant's full compliance with MAT.

1.3.1.2. Mandatory and regular drug testing

Evidence-based practice requires Treatment Courts to have high-quality drug testing that is random, frequent, and observed. Evidence-based practice also requires a testing minimum of twice a week. Drug testing is one of the most important components to program integrity and accuracy is essential. The Treatment Court has integrated these components into its design.

1.3.1.3. Community supervision

Evidence-based programming requires that Treatment Court participants are supervised in the community. This is as much as ensuring that participants are following rules as it is about finding opportunities to acknowledge a participant's positive growth and success.

The Treatment Court is a post-plea model, which means all participants will be under the supervision of a Probation Agent. Community supervision will also be completed by law enforcement officers of the person's jurisdiction, the Treatment Court Coordinator and the Probation Agent. Home and work visits will be random and unannounced.

1.3.1.4. Appropriate incentives and sanctions

In order to be evidence-based, sanctions and incentives must be swift and sure. Evidence-based Treatment Courts also inform participants, in both writing and conversation, the potential sanctions and incentives to be delivered by the Treatment Court. The Participant Handbook outlines the range of possible sanctions and incentives. Follow-through on sanctions and incentives is also imperative to their meaningfulness. The Treatment Court Treatment Team will need to work collaboratively to ensure that when a sanction/incentive is discussed and agreed upon, that it is then applied.

1.3.1.5. Recovery support services/continuing care

As participants move through the five phases of our potential Treatment Court, the use of recovery support and continuing care plays an expanding role. Relapse Prevention Plans are created, practiced, and continually updated to reflect the individual needs of each participant. Community based recovery groups are introduced and then required so that a participant can begin to find a recovery "home" in the community that meets his/her needs. An alumni support group is for the ongoing support and sharing for those who graduate from Treatment Court and intend to mentor and support newer graduates, as well as fellow graduates. People will also be referred to other community treatment providers should they have specific needs which require the professional treatment offered by a clinician.

1.3.2. Target Population

The target population for the Treatment Court will be adult, high risk, high needs offenders with a diagnosed substance abuse disorder. All participants must have a felony or repeated misdemeanor drug offense or drug related offense. Participants must be non-violent offenders and be Portage County residents. The potential participant will be selected based upon the following tools:

COMPAS, TCU-Drug Screen V, clinical AODA assessment and criminal history.

Projected Annual Number of Participants in the Program:

The Portage County Treatment Court is developed to have up to 20 participants. In 2019 and 2020 the daily census was approximately 13 participants.

Projected Percent of Successful Completions The projected graduation rate is 60%.

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

Minimum length of stay is 14 months and a projected average length of stay is 18-20 months.

Anticipated maximum length of stay is 24 months.

1.3.3. 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 Tuesday, June 29, 2021 to: Christopher Schultz, Purchasing, Email: schultzc@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

6/15/2021 RFP Issuance date 6/29/2021 Last day for submitting written questions 7/1/2021 Addenda posted to https://vendornet.wi.gov/ and http://www.co.portage.wi.us 7/13/2021 Proposals due at or before 2:00 p.m.

8/3/2021 Notification of intent to award sent to proposers (estimated) 9/1/2021 Contract award (estimated) 1/1/2022 Contract start date (estimated)

1.5. Contract Term and Funding

The contract shall be effective on the date indicated on contract and shall continue for 1 year from that date. By mutual agreement of the agency and the contractor, the contract may be renewed up to four additional one-year periods. Estimated funding availability for this contract is approximately $80,000 annually.

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.

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

2.3. Submitting Proposals

Proposers must submit, in a sealed package, One Original (identify) PLUS 3 identical copies of all materials required for acceptance of their proposal on or before 2:00 p.m., Tuesday, July 13, 2021 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.

ITEM OF NOTE: Due to COVID-19, County Office, if you intend to physically drop off your bid to the above address, please call or email Chris Schultz during business hours and days (8am-4pm) for an appointment.

Please do so with 24-hour advanced notice at 715-346-1393 or schultzc@co.portage.wi.us

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, any addenda signature pages, 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 the requirements in the proposer information and solutions must be in the same sequence and numbered as they appear in this RFP.

Include here completed Attachment B--References.

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 Organization Capabilities 450 Staff Qualifications 100

Proposer Solutions 350

Cost Proposal 100

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. Demonstrations

The County may require the installation and demonstration of products and/or services at a County site.

Unless otherwise required, product(s) being demonstrated must be delivered by the date specified in the Calendar of Events. The County will furnish details concerning the demonstration site and evaluate the proposer's products and/or services. Failure of a proposer to furnish the products and/or services it has proposed for demonstration may result in rejection of that proposal. Failure of any products and/or services to meet the requirements during the demonstration may result in rejection of the proposer's proposal.

Successful demonstration of the proposer’s product(s) and/or service(s) does not constitute acceptance. Any products and/or services furnished by the proposer for the purposes of this demonstration must be identical in every respect to those that will be furnished if a contract results. Any exceptions must be requested in writing and be accepted by Purchasing prior to the demonstration.

3.8. 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.

3.9. 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.

3.10. 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.

3.11. 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 Chris Schultz, 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.

3.12. 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 five years of providing services to the criminal justice system.

4.1.2. The proposer must have a minimum of two years of providing services to treatment courts.

4.2. Contract Requirements

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

4.2.1. Provide all labor and materials to complete all work outlined in the scope section of this Request for Proposal.

4.2.2. Treatment Court Coordinator

The Treatment Court Coordinator will be a full-time, 40 hour a week position. The position requires flexibility in scheduling as evening home visits are necessary for supervision of Treatment Court participants. The Treatment Court Coordinator will, at a minimum, provide the following services:

4.2.2.1. Provide individualized, responsive case management and support services to all participants in a manner which respects culture, racial and gender diversity.

4.2.2.2. Attend all Treatment Team staffing meetings and Treatment Court hearings. Participate in staffing and hearings in a professional, strengths-based and collaborative manner.

4.2.2.3. Provide weekly written and oral reports to the Treatment Court Treatment Team and the Court regarding each participant's progress.

4.2.2.4. Report each participant's violations, lapses or high-risk situations to either law enforcement, probation and/or Treatment Court team.

4.2.2.5. Screen potential participants and educate them on the Treatment Court program.

4.2.2.6. Administer the following assessments with integrity:

4.2.2.6.1. COMPAS

4.2.2.6.2. TCU-Drug Screen V

4.2.2.6.3. URICA

4.2.2.7. Develop written case management plans with offenders which build upon offender strengths and mutually agreed upon goals. Regularly review case management plans and update progress on goals.

4.2.2.8. With each participant, review and complete case plans, contracts, confidential releases of information and other required forms.

4.2.2.9. Facilitate a participant's application for health insurance.

4.2.2.10. Co-facilitate an evidence-based cognitive restructuring group, such as Moral Reconation

Therapy.

4.2.2.11. Co-facilitate an evidence-based, gender specific, trauma group, such as Moral Reconation

Therapy - Trauma.

4.2.2.12. Provide coordinated care to participants, including regular contact with community providers such as health care providers, MAT providers, educators, PCHHS social workers and others.

4.2.2.13. Coordinate and complete random and scheduled home visits with each participant.

4.2.2.14. Supervise urine collection for drug testing. Process all urine for submission to clinical laboratory for testing.

4.2.2.15. Record all drug test results.

4.2.2.16. Support the application of incentives and sanctions.

4.2.2.17. Document and maintain all participant records in accordance of State and Federal regulations.

4.2.2.18. Document and maintain data records in accordance with State and Federal regulations.

4.2.2.19. Submit reports as required by the Justice Programs Department.

4.2.2.20. Collect and maintain data required for grant reporting.

4.2.2.21. Maintain confidentiality in all aspects of work.

4.2.2.22. Supervise and schedule Treatment Court Technician.

4.2.2.23. Monitor participant progress regarding payments of Treatment Court fees, restitution, court fees and supervision feeds.

4.2.2.24. Present information regarding the Treatment Court's work and progress to community groups and coalitions.

4.2.2.25. Disseminate local and state training information regarding addiction, criminal justice, or other related topics to the Treatment Team.

4.2.3. Treatment Court Technician

The Treatment Court Technician is a part-time position and is anticipated to provide up to 20 hours a week of support to the Treatment Court Coordinator. The Drug Court Technician will, at a minimum:

4.2.3.1. Supervise urine collection for participants. Process urine for submission to the clinical laboratory for testing.

4.2.3.2. Report and record any participant omissions to the Drug Court Coordinator.

4.2.3.3. Report and record all drug testing results.

4.2.3.4. Enter data as required by Treatment Court Coordinator into data system and individual participant file.

4.2.3.5. Provide support as needed and as requested by Treatment Court Coordinator.

4.2.3.6. Complete home visits with Treatment Court Coordinator, or other Treatment Team staff, as needed.

4.2.3.7. Provide in-office support as requested by Treatment Court Coordinator.

4.2.4. Subcontractors

The Contractor 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. If subcontractors are to be used, the Contractor must clearly explain their participation.

5. Proposer Information and Solutions Submit response under Tab 2 of proposal - see section 2.4 for proposal submittal format.

5.1. Organization Capabilities

5.1.1. Describe your organization's structure and capabilities. (150 Points)

Include the following:

5.1.1.1. The size of the organization and the size of the organization's direct practice staff.

5.1.1.2. Length of time the organization has been in existence, as well as, the length of time the organization has been providing services of the nature requested by the County (or other Wisconsin Counties).

5.1.1.3. A description of the range of criminal justice programs and activities performed by the organization such as assessment, case management, chemical testing, crew supervision, volunteer recruitment and training services.

5.1.2. Describe your organization's current and planned adherence to evidence based practices, and ability to provide case management services. (300 Points) Include the following:

5.1.2.1. A description of the organization's current training and use of evidence-based treatment such as cognitive behavioral groups.

5.1.2.2. A description of the organization's current training and use of evidence-based assessment tools.

5.1.2.3. A description of the plan the organization will utilize to ensure the Coordinator will have the required training to provide core services, such as evidence-based groups and assessments.

5.1.2.4. A description of the organization's current case management and data collection systems.

5.1.2.5. A description of the organization’s commitment to providing case management to participants while honoring cultural, racial and gender diversity as well as individual needs such as cognitive needs or trauma.

5.1.2.6. A description of the organization's quality control procedures that ensure compliance with contract expectations and research-based practices.

5.2. Staff Qualifications

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 criminal justice 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. Include any staff certifications relevant to tasks they will perform. (100 Points)

5.3. Proposer Solutions

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 Include any concepts, techniques, and tools that the Proposer intends to utilize in the project. (150 Points) Also include the following:

5.3.1.1. Identify any additional resources not supplied by Portage County that will be needed.

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

5.3.1.3. Describe the Service Provider's intended working relationship with the Treatment Court

Treatment Team and 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. (100 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 and letters of recommendation from 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: _______________________________________________________________________

Supply references and letters of recommendation from three firms to which similar services 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. Provide company name, address, contact person, telephone number, and appropriate information. 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

4.1.1 Have a minimum of five years of providing services to the criminal justice system?

Yes_______ No________

4.1.2 Have a minimum of two years of providing services to treatment courts?

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 request. All the conditions and provisions of the original Bid/Proposal/Quote will be in effect. No submittals or amendments will be accepted after the due date and time of the request. This does not preclude the County from requesting additional information and/or clarification.

3.0 DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from original text, terms, conditions, or specifications shall be described fully, on the bidder's/proposer's letterhead, signed, and attached to the request. In the absence of such statement, the bid/proposal shall be accepted as in strict compliance with all terms, conditions, and specifications and the bidders/proposers shall be held liable.

4.0 QUALITY: Unless otherwise indicated in the request, all material shall be new, newest model year, and free from defects. Items which are used, demonstrators, obsolete, seconds, or which have been discontinued are unacceptable without prior written approval by the County.

5.0 QUANTITIES: The quantities shown on this request are based on estimated needs. The County reserves the right to increase or decrease quantities to meet actual needs.

6.0 DELIVERY: Deliveries shall be F.O.B. destination freight prepaid and included unless otherwise specified.

7.0 PRICING AND DISCOUNT: The County qualifies for governmental discounts. Unit prices shall reflect these discounts.

7.1 Unit prices shown on the bid/proposal or contract shall be the price per unit of sale (e.g., gal., cs., doz., ea.) as stated on the request or contract. For any given item, the quantity multiplied by the unit price shall establish the extended price; the unit price shall govern in the bid/proposal evaluation.

7.2 Prices established in continuing agreements and term contracts may be lowered due to general market conditions.

8.0 RESPONSES TO REMAIN OPEN: Responses must remain open and will be deemed to be open and subject to acceptance until awarding of the bid/proposal is finalized, or a minimum of sixty (60) days unless otherwise specified.

9.0 ACCEPTANCE-REJECTION: The County reserves the right to accept or reject any or all bids/proposals, to waive any technicality in any bid/proposal submitted, request clarification of any bid/proposal, award a bid/proposal that is not the lowest price, and to accept any part of a bid/proposal as deemed to be in the best interests of the County.

10.0 GUARANTEED DELIVERY: Failure of the Contractor to adhere to delivery schedules as specified or to promptly replace rejected materials shall render the Contractor liable for all costs in excess of the contract price when alternate procurement is necessary.

Excess costs shall include the administrative costs and other costs attributable to the delay.

11.0 CONTRACT AND EXECUTION OF CONTRACT: Unless otherwise specified in the bid/proposal, the successful responder agrees to enter into a contract, a copy of which will be on file in the office of the Portage County Purchasing Department. Contractor shall and will well and truly execute and perform this contract under the terms applicable to the satisfaction of the County, and shall promptly make payment to each and every person or party entitled thereto of all the claims for work or labor performed and materials furnished in the performance of this contract.

12.0 ENTIRE AGREEMENT: These Standard Terms and Conditions shall apply to any contract or order awarded as a result of this request except where special requirements are stated elsewhere in the request; in such cases, the special requirements shall apply. Further, the written contract and/or order with referenced parts and attachments shall constitute the entire agreement and no other terms and conditions in any document, acceptance, or acknowledgment shall be effective or binding unless expressly agreed to in writing by the County.

13.0 APPLICABLE LAW AND COMPLIANCE: This contract shall be governed under the laws of the State of Wisconsin. The Contractor shall at all times comply with and observe all federal and state laws, local laws, ordinances, and regulations which are in effect during the period of this contract and which in any manner affect the work or its conduct. The County reserves the right to cancel this contract if the contractor fails to follow the requirements of s. 77.66, Wis. Stats., and related statutes regarding certification for collection of sales and use tax. The County also reserves the right to cancel this contract with any state or federally debarred contractor or a contractor that is presently identified on the list of parties excluded from federal procurement and non-procurement contracts.

14.0 LICENSES AND PERMITS: Contractor shall have and/or provide any and all licenses and permits required to perform the work specified and furnish proof of such licensing authorization and permits with their bids if required.

15.0 ASSIGNMENT: No right or duty in whole or in part of the Contractor under this contract may be assigned or delegated without the prior written consent of the County.

16.0 NONEXCLUSIVE CONTRACT: Unless otherwise stated, the County reserves the right to purchase work or materials outside of this contract.

17.0 NONDISCRIMINATION & AFFIRMATIVE ACTION: In connection with the performance of work under this contract, the Contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s. 51.01(5), Wis. Stats., sexual orientation, gender identity and gender expression, or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation;

and selection for training, including apprenticeship.

18.0 INDEPENDENT CAPACITY: The parties hereto agree that the contractor, its officers, agents, and employees, in the performance of this agreement shall act in the capacity of an independent contractor and not as an officer, employee, or agent of the County.

The contractor agrees to take such steps as may be necessary to ensure that each subcontractor of the contractor will be deemed to be an independent contractor and will not be considered or permitted to be an agent, servant, joint venturer, or partner of the County.

19.0 SAFETY REQUIREMENTS: All materials, equipment, and supplies provided to the County must comply fully with all safety requirements as…