2024-K12 Exh B-2-Perf Reqs.docx

EXHIBIT B-2 – PERFORMANCE REQUIREMENTS

Type/print full legal name of bidder company

Instructions:

1. Add bidder company’s name above.

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

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

a. Required Questions. Bidders bidding on Category 1 – Mentors must complete REQ ID’s M-1 through M-5. Bidders bidding on Category 2 – Program Administrators must complete REQ ID’s PA-1 through PA-5.

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

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

d. Word Limit. Limited responses may receive lower scores than those that demonstrate knowledge of the subject matter. Each question has stated word count limits, any text in excess of those stated word limits will be deleted prior to forwarding the submittals to the evaluation team. Each written response must be complete and will be evaluated on its own merits. Unless specifically instructed, Bidders may not include links to external content or include embedded documents. Any such additional materials will not be evaluated.

e. Company Identifiable Information. The State intends to conduct anonymous evaluations to minimize risk of any potential bias. Bidders must not include any company names, logos, employee names, or other specifically identifiable information in their responses to this exhibit. The State will review all bid submittals prior to forwarding them to evaluators, and if the State finds company identifying information in the submittal, Enterprise Services will notify the bidder, and allow them two (2) business days to correct and return their response. Bidders will not be allowed to alter any other information other than to remove the identifying information. If the bidder does not make the required adjustments, Enterprise Services will make modifications to remove the identifying information and deduct two (2) points from the bidder’s score for this exhibit.

4. Submit this exhibit as a Microsoft Word document and without modifying the font or formatting. If you need to print out this document for any reason, please note this document is size Legal 8.5” x 14”.

Please note: Not following any of the instructions might result in the bid being considered non-responsive.

CATEGORY 1 – MENTOR - PERFORMANCE REQUIREMENTS

Stated Business Need

Added value considerations: It is expected that the owner or key personnel of the company will be providing services under the contract and can demonstrate industry knowledge and experience. For each key personnel to perform under the contract:

(a) List years of industry experience in the following areas: transportation, construction or related areas (specify the industry specialization); years of experience providing business mentorship workshops, classes, or one-on-one consultation to individuals, businesses, or community organizations, or providing other training or technical assistance.

(b) List years of experience writing, reviewing, editing, and submitting government bid proposals, Requests for Qualifications (RFQ’s) Requests for Proposals (RFP’s) and/or Requests for Information (RFI’s):

(c) List the number of federal, state, or local government contracts awarded through competitive solicitation processes and meeting all majority of performance requirements during award period.

(d) List any relevant professional certifications in this industry, publications, or professional associations in which the Key Personnel is active.

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

(e) Five (5) years of relevant transportation, construction, or related industry experience

(f) Three (3) years of experience in one or more of the following areas listed providing business mentorship, training, workshops, classes or one-on-one consultation to other individuals, businesses, or community organizations Bidders who do not meet this minimum standard may be disqualified from further consideration.

Key Personnel 1 - Primary Mentor – Title:

(a) Years of Industry Experience (specify industry or industries individually and respective years of experience):

(b) Years of experience providing business mentorship:

(c) Years of experience providing workshops and/or classes to other individuals, businesses, or community organizations:

(d) Years of experience providing one-on-one consultation:

(e) Years of experience providing training or technical assistance:

(f) Years of experience writing, reviewing, editing, and submitting government bid proposals, Requests for Qualifications (RFQs), Requests for Proposals (RFPs), and/or Requests for Information (RFIs):

(g) List the number of federal, state, or local government awards received from a bid that the key personnel had a role in writing, editing, and/or submitting:

(h) Education or professional training:

(i) Professional certifications or associations:

Key Personnel 2 (if applicable) – Support Mentor – Title:

(a) Years of Industry Experience:

(b) Years of experience providing business mentorship:

(c) Years of experience providing workshops and/or classes to other individuals, businesses, or community organizations:

(d) Years of experience providing one-on-one consultation:

(e) Years of experience providing training or technical assistance (specify type of training/technical assistance):

(f) Years of experience writing, reviewing, editing, and submitting government bid proposals, Requests for Qualifications (RFQs), Requests for Proposals (RFPs), and/or Requests for Information (RFIs):

(g) List the number of federal, state, or local government awards received from a bid that the key personnel had a role in writing, editing, and/or submitting:

(h) Education or professional training:

(i) Professional certifications or associations:

Key Personnel 3 (if applicable) – Support Mentor – Title:

(a) Years of Industry Experience:

(b) Years of experience providing business mentorship:

(c) Years of experience providing workshops and/or classes to other individuals, businesses, or community organizations

(d) Years of experience providing one-on-one consultation:

(e) Years of experience providing training or technical assistance:

(f) Years of experience writing, reviewing, editing, and submitting government bid proposals, Requests for Qualifications (RFQs), Requests for Proposals (RFPs), and/or Requests for Information (RFIs):

(g) List the number of federal, state, or local government awards received from a bid that the key personnel had a role in writing, editing, and/or submitting:

(h) Education or professional training:

(i) Professional certifications or associations:

Added value considerations: Provide the following information that demonstrates industry knowledge and experience:

(a) List experience winning at least three (3) federal, state, or local government contracts through competitive solicitation processes and meeting all majority of performance requirements during award period.

(b) Provide details about the three (3) awarded contracts listed above and identify the following information for each - type of government (city, county, state, federal, etc.), scope of services, estimated budget.

For the scope of the service provide a description of deliverables, results, tasks completed, results to include any end products, and any metrics used for tracking. The scope statement for each project must not exceed five-hundred (500) words.

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

· At a minimum, the bidder has to demonstrate that they have successfully been awarded and performed on at least three (3) projects to completion in the last seven (7) years that were in the transportation, construction and building, or related industry and/or similar in scope to the services under this contract.

· At a minimum, bidder must provide details about three (3) government contracts they were awarded to include the purchaser type, duration of the project, estimated budget, performance requirements, and the scope.

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

(A) List at least 3 federal, state, or local government contracts won through a competitive solicitation process:

(a) Contract 1:

(b) Contract 2:

(c) Contract 3:

(B) Awarded Contract 1 Name/Details:

(a) Purchaser/type of government entity (city, county, federal, etc.):

(b) Date work started:

(c) Duration of project:

(d) Budget:

(e) Performance Requirements met (Y/N):

(f) Scope:

(C) Awarded Contract 2 Name/Details:

(a) Purchaser/type of government entity (city, county, federal, etc.):

(b) Date work started:

(c) Duration of project:

(d) Budget:

(e) Performance Requirements met (Y/N):

(f) Scope:

(D) Awarded Contract 3 Name/Details:

(a) Purchaser/type of government entity (city, county, federal, etc.):

(b) Date work started:

(c) Duration of project:

(d) Budget:

(e) Performance Requirements met (Y/N):

(f) Scope:

Added value considerations: Provide and address two sample deliverables from the contracts identified in Question No. 2 above “Contract Performance Experience” that demonstrate the bidder’s strategic approach, subject matter expertise, and ability to create an accessible, professional, and a well-organized work product. For each sample, provide the following:

(a) Provide a sample deliverable by attaching it in PDF format or type into the space provided to the right.

(b) Address what planning, analysis, reviews, metrics, and/or implementation went into this sample deliverable.

(c) If applicable, include applied diversity, equity, and inclusion (DEI) principals that demonstrate you and your team’s ability to incorporate DEI into your work.

To meet minimum acceptable standard [0%]: At a minimum, bidders’ samples must demonstrate:

· Ability to create work product that is accessible and professional.

· Details that show planning and analysis in clear, concise manner.

· How cultural sensitivity and/or Diversity, Equity and Inclusion (DEI) is incorporated into work environment(s).

Bidders who provide no samples or provide samples that do not demonstrate any subject matter expertise or ability to effectively craft deliverables may be disqualified from further consideration.

Sample 1, Project Title from Question 2 Contract Performance Experience:

(a) Is sample deliverable attached as a separate document or is the sample included this table and detailed below?

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

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

Sample 2, Project Title from Question 2 Contract Performance Experience:

(a) Is sample deliverable attached as a separate document or is the sample included this table and detailed below?

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

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

Added value considerations: For key personnel who will be performing services under this contract:

(a) Briefly describe a project, training, or lived experience that was performed in collaboration with stakeholders from different demographic backgrounds, including any of the following: racial, ethnic, gender, language differences, and/or underserved communities.

(b) List details that demonstrate cultural competency gained through training received or lived experience(s) and how newly acquired knowledge has been applied in other settings.

To meet minimum acceptable standard [0%]: At a minimum the examples provided must demonstrate:

· At least one (1) example of a project, training, or lived experience that shows prior experience successfully working with stakeholders from different demographic backgrounds, including racial, ethnic, gender, language differences and/or underserved communities.

· Include details on key personnel included in the project, time of occurrence, group(s) included in collaboration, and how this example demonstrates collaboration and cultural sensitivity in project outcome(s).

· How the experience or newly acquired knowledge has been applied or utilized to incorporated diversity, equity, and inclusion practices into their work environment(s).

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

(a) Example 1 - Key Personnel 1

1. Type/Name of project, training, or lived experience:

2. Project details that demonstrate cultural competency and key personnel involvement:

3. How was the experience or knowledge applied:

4. What was the outcome:

(a) Example 1 - Key Personnel 2 (if applicable)

1. Type/Name of project, training, or lived experience:

2. Project details that demonstrate cultural competency and key personnel involvement:

3. How was the experience or knowledge applied:

4. What was the outcome:

(b) Example 2 - Key Personnel 1

1. Type/Name of project, training, or lived experience:

2. Project details that demonstrate cultural competency and key personnel involvement:

3. How was the experience or knowledge applied:

4. What was the outcome:

(b) Example 2 - Key Personnel 2 (if applicable)

1. Type/Name of project, training, or lived experience:

2. Project details that demonstrate cultural competency and key personnel involvement:

3. How was the experience or knowledge applied:

4. What was the outcome:

Added value considerations: Demonstrate that your company has recruiting, vetting, and retention processes to hire and retain employees and/or subcontractors who meet minimum qualification requirements as identified in prior questions by providing the following information:

(a) Provide retention data for the last three (3) years to include: average length of employment or subcontractor agreement; turnover rate of employees and/or subcontractors.

(b) Describe your company’s recruiting process to find and hire qualified and diverse personnel and/or subcontractors.

(c) Describe your company’s vetting process of employees and/or subcontractors (e.g., interviewing, checking references and samples of work, etc.) to verify qualifications.

(d) Describe any continuing education and training process and requirements for employees and/or subcontractors.

To meet minimum acceptable standard [0%]: At a minimum, the bidder must demonstrate:

· A description of company’s plan for recruiting, vetting, and retaining employees and/or subcontractors

· Retention data from the last three (3) years detailing average length of employment or subcontractor agreement; turnover rate of employees and/or subcontractors.

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

Recruitment and Retention Information:

(a) Provide retention information about your company over the last three (3) years:

(b) Describe your company’s recruitment process to ensure staffing levels:

(c) Describe your company’s process to hire qualified and diverse personnel and/or subcontractors:

(d) Describe any continuing education and/or training options or requirements for employees and/or subcontractors:

CATEGORY 2 – PROGRAM ADMINISTRATION PERFORMANCE REQUIREMENTS

Stated Business Need

Added value considerations: For the proposed Program Administrator who will be providing these services under the contract, provide the following information that demonstrates qualifying knowledge and experience:

(a) Describe the number of years of experience in an administrative or management role and the type of experience; position held, and primary duties.

(b) Describe experience in a management role leading more than five (5) staff.

(c) Describe the program and your role: lead, support, sole administrator, or part of a small or large team.

(d) List any relevant education or professional certifications

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

(a) Five (5) years of work experience in an administrative or management role leading five (5) or more staff.

(b) Define current status of the proposed Program Administrator Bidders who do not meet these minimum standards may be disqualified from further consideration.

Proposed Program Administrator’s current title/position in company:

(a) Indicate whether proposed Program Administrator is an owner or an employee of the company:

(b) Total years of experience in management or administrative role(s):

(c) Highest number of staff supervised in any one position held:

(d) List previous management or administrative role(s) details; (position title, years at position, program managed (if applicable), primary duties, etc):

(e) Education or professional training:

(f) Professional certifications:

Added value considerations: For the proposed Program Administrator who will be providing services under proposed contract, provide the following information that demonstrates qualifying knowledge and experience:

(a) Detail proposed Program Administrator’s experience with submitting competitive solicitation bids.

(b) Compose a written summary to demonstrate the proposed Program Administrator’s knowledge, skill, experience, and successes with the competitive solicitation process.

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

(a) Five (5) years of experience submitting competitive bids for federal, state, or local government, or private industry.

(b) At least three (3) submitted or awarded competitive bids.

Bidders who do not meet these minimum requirements may be disqualified from further consideration.

Competitive Solicitation Experience:

(a) Number of years submitting competitive bids:

(b) Provide the number of competitive solicitation bids submitted in the last five (5) years:

(c) Provide the number of competitive solicitation bids awarded/won in the last five (5) years:

(d) List the type(s) of competitive solicitation bids submitted in the last five (5) years (Ex: Federal, state, or local government or private):

(e) Largest competitive solicitation amount won:

(f) Compose a brief summary (five hundred (500) words or less) describing the process of submitting and accepting a competitive solicitation bid win:

Transportation, construction, and building, or related areas including, but not limited to:

highway, street, road, or bridge construction, and related industries including: site preparation; concrete pouring; engineering; environmental consulting; support services such as flagging; traffic control and mitigation services; safety enhancements landscaping; lighting, etc.

Added value considerations: For the proposed Program Administrator who will be providing these services under the proposed contract, provide the following information that demonstrates qualifying knowledge and experience:

(a) List years of work experience in any of the relevant industries referenced above

(b) Describe prior work experience in any of the relevant industries referenced above

(c) Describe any education or training in any of the relevant industries referenced above

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

(a) Minimum of three (3) years of business experience in one or more of the following areas:

Transportation, construction, and building, or related areas including, but not limited to:

highway, street, road, or bridge construction, and related industries including: site preparation; concrete pouring; engineering; environmental consulting; support services such as flagging; traffic control and mitigation services; safety enhancements landscaping; lighting, etc.

Bidders who do not meet these minimum requirements may be disqualified from further consideration.

Proposed Program Administrator current title/position in company:

(a) Total Years of Experience working in Transportation, Construction and Building, or related industries:

(b) List previous work experience (position held, years in the position, industry, primary duties):

(c) List prior education or training in relevant industry (describe certifications, classes, etc.)

PA-4

Leadership Experience - The State is seeking a Contractor with leadership, organizational, and decision-making skills. As a Program Administrator, Bidder will be expected to not only manage the program for compliance, but to support Mentors and Protégés.

Added value considerations: For the proposed Program Administrator who will be providing these services under the contract, provide descriptions that demonstrate the proposed Program Administrator’s experience using the following prompts:

(a) Describe a time when the proposed Program Administrator demonstrated organizational, leadership, and decision-making skills on a project or management of a contract.

(b) Describe a time when the proposed Program Administrator made an organizational decision that required buy-in from individuals outside of their company.

(c) Describe how proposed Program Administrator would resolve a conflict between employees.

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

(a) Examples provided must demonstrate use of at least three (3) of the State’s Leadership Competencies.

(b) Descriptions must demonstrate active listening techniques with parties involved in conflict and a resolution outcome.

(c) Descriptions must demonstrate adhering to compliance while managing a program or project.

Bidders who do not meet these minimum requirements may be disqualified from further consideration.

(A) Example of Leadership Skills:

(a) Proposed Program Administrator’s title at the time of example provided:

(b) Describe the situation where the proposed Program Administrator used organizational, leadership, and decision-making skills on a project or management of a contract:

(c) What was the outcome:

(B) Example of Decision-Making Skills:

(a) Proposed Program Administrator’s title at the time of example provided:

(b) Describe the situation when and organization decision was made that required buy-in from individuals outside of the company:

(c) What was the outcome:

(C) Example of Conflict Resolution Skills:

(a) Proposed Program Administrator’s title at the time of example provided:

(b) Describe a situation that required conflict-resolution:

(c) How did you resolve the conflict?

Added value considerations: For the proposed Program Administrator who will be providing these services under the contract, provide two (2) sample deliverables that demonstrate their written communication style, subject matter expertise, and ability to create a professional and well-organized work product. For the samples, provide the following:

(d) attach a PDF file of the sample deliverables or enter text and any images into the space provided to the right; one (1) spreadsheet style report, chart, or graph, etc. showing data points over time & one (1) written summary analysis.

(e) Describe the data provided

(f) Provide a spreadsheet style report, chart, or graph, etc. that tracks at least four (4) different metrics over at least a six (6) month period

(g) Provide a summary analysis to include recommendations relevant to the data provided

To meet minimum acceptable standard [0%]: At a minimum, bidders’ samples must demonstrate composed written and/or drafted deliverables conveying subject matter expertise and the ability to communicate content to the reader.

(a) Provide at least two (2) samples – one (1) report sample and one (1) sample summarizing the report

(b) Describe the data content in the report sample

Bidders who provide no samples or provide samples that do not demonstrate any subject matter expertise or ability to effectively craft the deliverables may be disqualified from further consideration.

Sample 1, Project Title:

(a) Is sample deliverable attached as a file or entered here:

(b) Briefly describe the data included in the sample:

(c) Summary analysis:

Sample 2, Project Title: (if applicable)

(a) Is sample deliverable attached as a file or entered here:

(b) Briefly describe the data included in the sample:

(c) Summary analysis:

Return this exhibit to Procurement Coordinator at:

DESProcurementConsulting@des.wa.gov

EXHIBIT B-2 – PERFORMANCE REQUIREMENTS: OMWBE 2024-K12 PAGE 2

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