Attachment G - Technical Evaluation Template.docx
DOCX document 48 KB Posted
- Attached to
- Employee Assistance Program and Work-Life Services Federal contract opportunity
- Solicitation number
- 2031JW24Q00002
About this file
This technical evaluation template outlines requirements for an employee assistance program and work/life services contract with the Department of the Treasury's Office of the Comptroller of the Currency. The contractor must provide an EAP offering confidential assessments, counseling, referrals, monitoring, and follow-up for personal and work-related issues. Services include a 24/7 toll-free call center with English and Spanish support, six counseling sessions per issue annually, and a network of licensed counselors. The contractor is also required to offer various work/life services programs covering topics like childcare, eldercare, education, legal services, and health/wellness through consultations and referrals. Additional obligations involve marketing, reporting, dedicated counseling resources, and meeting qualifications for key personnel.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SF 30 A0001_2031JW24Q00002_QandA Release.pdf | ||
| Attachment E - QandA Worksheet_Government.pdf | ||
| CSSN_2031JW24Q00002_EAP-WLS.pdf | ||
| RFQ 2031JW24Q00002_EAP-WLS.pdf | ||
| Attachment A - OCC Employee Count by Location.pdf | ||
| Attachment C - Price Schedule.xlsx | XLSX spreadsheet | |
| Attachment D - Non-Disclosure Agreement.pdf | ||
| Attachment F - Corporate Experience Template.docx | DOCX document | |
| Attachment B - OCC Utilization Report.pdf | ||
| Attachment E - QandA Worksheet.xlsx | XLSX spreadsheet |
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Text version
ATTACHMENT G – TECHNICAL EVALUATION TEMPLATE
Quoter Name: [Quote shall complete]
Technical Evaluation Template Employee Assistance Program and Work/Life Services Program
2.3.3 SPECIFIC REQUIREMENTS/TASKS
| 2.3.3.1 Employee Assistance Program (EAP) |
| [Check one per section] |
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.2 Intake/Hours of Operation |
| The Contractor shall provide confidential employee assistance services including in-person, virtual, and telephone clinical assessments, short-term counseling, referrals, monitoring, and follow-up for individuals experiencing mental health, personal, job, stress, and addiction concerns (e.g., relationship difficulties; marital and family problems; life transitions; eating disorders; depression; alcohol and drug dependency; grief and loss; and other emotional needs). At a minimum, the Contractor shall provide the following services and delivery methods to provide employee assistance services to OCC employees and their family members: |
A nationwide toll-free telephone-counseling center available 24 hours a day with TTY access, 365 days a year. Intake counselors shall be professionally trained or certified and experienced to provide employee assistance services and referrals.
The Contractor shall provide toll free call centers with both English and Spanish speaking Intake Specialists and counselors/consultants. The Contractor shall also make its website available in English and Spanish and provide informational and educational materials in both languages.
Calls to the Contractor’s toll-free number shall be answered by a live representative within four rings and handled by an Intake Specialist who shall refer the caller to an appropriate resource. Callers shall not be requested to provide their social security number as an identifier.
For non-urgent employee assistance services, a local counselor to offer an appointment within 3 to 5 business days of the caller’s initial contact with the Contractor. In an emergency, trained clinicians shall be available by the Contractor to address telephonically the situation immediately and to make a referral to a local counselor or crisis intervention center for assessment, referral and/or short-term problem resolution.
The OCC requires six 50-minute, short-term counseling sessions per employee or family member per issue per year.
Access to a nationwide network of affiliated local mental health and substance abuse counselors who are experienced and licensed/certified psychologists and Master’s degree counselors (e.g., certified substance abuse counselors and licensed clinical social workers, and licensed marriage and family counselors, possessing at least a Master’s degree in a relevant field, e.g., social work, psychology, or counseling) who shall assess the problem, provide short-term problem resolution and/or guide the OCC employee or family member to appropriate local treatment resources.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.3 Contractor Website |
| The Contractor shall provide secure web-based access to services, which users to search for a variety of emotional health and wellbeing information and to take private self-assessments for concerns such as chemical dependency and depression. The website shall have information on all topics covered by the EAP and Work/Life Services program, and shall have self-directed trainings, recorded webinars, and interactive search engines for various work-life topics. The website shall be mobile optimized, and accessible via an app. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.4 Mobile Application |
| In addition to the mobile optimized website, the Contractor shall provide access to EAP and Work/Life information through a mobile application. The Contractor shall ensure that the mobile application provides the maximum interaction with the EAP and Work/Life content through push notifications of newly published EAP articles and health observance information monthly messaging. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
Work/Life Program Services
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5 Work/Life Services Program |
| The Contractor shall provide work life program services 24 hours a day, 365 days a year via a nationwide toll-free call center with TTY access and a secure website. Intake specialists and Counselors shall be professionally trained or certified to provide consultations, referrals, and information at a minimum on the below work life categories, but are not limited to the below work life categories: |
· Childcare, Parenting, and Adoption
· Eldercare
· Geriatric Assessments and Care Services
· Financial Services
· Legal Services
· Educational Services
· Health and Wellness
· Pet Care
· Disability Issues
· Convenience Services
· Management Consultations
· Discounts
· On-site Critical Incident Response Stress Debriefings
· Visibility/Outreach Events
At a minimum, the Contractor shall provide the following services and delivery methods to provide work life services to OCC employees and their family members:
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.1 Childcare, Parenting, and Adoption. |
| The Contractor shall provide resources and referrals for childcare options, such as childcare centers; family in-home care; nanny, au pair, and babysitting agencies; preschools; temporary and backup care; summer camps; and before and after school programs. Childcare counselors shall provide counseling, referral, and educational assistance. Prior to making referrals, childcare counselors verify that providers meet the needs of the caller and confirm that an opening is available. For non-urgent needs, three written referral options are provided to the caller within 3 to 5 business days of the request. For urgent needs, referrals are made within 24 hours of the request. Appropriate follow up is made to ensure that the childcare search is complete and satisfactory. |
The Contractor’s website shall provide self-search and assisted search functions to locate childcare providers. The Contractor also shall provide online educational information on a variety of childcare and parenting topics, such as adoption, prenatal care, parenting, summer care, adolescent behavior, and special needs for children.
The Contractor shall provide telephone consultation services with adoption specialists to include advice and counseling on adoption options and the adoption process.
The Contractor shall ensure that its consultants make referrals as appropriate to caregiver database for self-service caregiver searches and advertise the OCC’s group membership to the caregiver database on its website.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.2 Eldercare. |
| The Contractor shall provide resources and referrals for eldercare options, such as independent senior communities, assisted living facilities, nursing homes, home health agencies, social and recreation programs, adult daycare centers, hospice care, backup care, respite care, transportation, and meals. Eldercare counselors shall provide counseling, referral, and educational assistance. Prior to making referrals, eldercare counselors verify that providers meet the needs of the caller and confirm that an opening is available. For non-urgent needs, three written referral options are provided to the caller within 3 to 5 business days of the request. For urgent needs, referrals are made within 24 hours of the request. Appropriate follow up is made to ensure that the eldercare search is complete and satisfactory. |
The Contractor’s website provides self-search and assisted search functions to locate eldercare providers. The Contractor shall also provide online educational information on a variety of eldercare topics, such as long-distance care giving, Medicare, Alzheimer’s and other medical conditions, elder safety information, and caregiver information.
The Contractor shall ensure that its consultants make referrals as appropriate to the OCC’s caregiver database for self-service caregiving searches and advertise the OCC’s group membership to caregiver database on its website.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.3 Geriatric Assessments and Care Services. |
| The Contractor shall provide up to six (6) hours of geriatric assessment services per employee per elder loved one per year. Services may be used by the employee to assess the living conditions of an elder loved one at home or in a facility or to conduct evaluations of prospective elder care facilities. All assessments and evaluations shall be conducted by licensed or certified social workers, registered nurses, or clinical professionals with a minimum of two years of experience in geriatrics or care management of seniors. |
Living condition assessments shall include reviewing the elder’s social needs, health and medications, management of daily living activities, emotional health, household or facility safety, nutrition, and cognitive status. The assessment shall take place at the elder’s home or facility where he or she is located within 2 business days of the request or at a mutually agreed upon date between the geriatric professional and elder and/or employee. Within two business days after the visit, the employee is mailed an assessment report and care management plan. Shortly thereafter, the geriatric professional who conducted the assessment shall review the report with the employee and assist with implementing the care plan.
Facility evaluations shall include reviewing elder care facilities, such as nursing homes, assisted living facilities, and hospices. Facility reviews are conducted on-site and encompass facility operations, staffing types and levels, the health and comfort of residents, food services, special programs, and fees and financial information. Facility reviews shall be conducted within two business days of the request or a mutually agreed upon date between the geriatric professional and employee. Within two business days after the review, the employee is mailed a report. At the employee’s choosing, the geriatric professional who conducted the evaluation is available to discuss his or her findings with the employee.
Employees may also use their geriatric care hours for professional assistance and advice. The Contractor shall provide professional care managers to assist employees with managing different geriatric services and products or to assist with arranging for new services. Additionally, care managers may be asked to assist employees with understanding bills and insurance; to provide support at family meetings; to attend visits at nursing homes, hospitals or with doctors; and to assist with respite care.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.4 Financial Services. |
| The Contractor shall provide telephonic consultation services with Accredited Financial Counselors (AFCs). Telephonic consultations are up to 60 minutes free of charge and include advice and counseling on financial difficulties and how to resolve them, including helping employees prioritize issues, explore options, identify and address non-financial difficulties, and create action plans. Coaching and support also include helping employees with budgeting, credit and debt management, and saving and investing. |
The Contractor shall also provide telephonic consultation services with Certified Financial Planners (CFPs) to assist callers with retirement planning, investing, insurance, money management, and selecting a local financial planner. Telephonic consultations of this nature are up to 30 minutes free of charge.
The Contractor shall provide telephonic consultation services with Certified Public Accountants (CPAs) to assist callers with tax concerns such as past due taxes, changes in tax rules, filing requirements, and selecting a local tax specialist. Telephonic consultations of this nature are up to 30 minutes free of charge.
The Contractor shall also provide referrals to local financial and tax professionals to assist callers with more complex financial matters. Telephonic consultations and referrals shall be provided within 48 hours of request.
The Contractor shall also provide online educational information on a variety of financial topics, such as budgeting, investing, and saving, debt and credit management, retirement planning, and taxes.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.5 Legal Services. |
| The Contractor shall provide a legal referral program with access to licensed attorneys for consultation and local referrals. The Contractor’s services shall include a 30-minute face-to-face or telephonic consultation with an attorney free of charge with reduced rates for additional services. Legal services shall include estate planning, domestic relations, bankruptcy, and property claims. Legal services shall not be made available to callers if the issue is related to a potential cause of action against the OCC. Referrals for non-urgent legal services shall be provided telephonically within 48 hours of the request and a consultation shall be offered within 3 to 5 business days of the request. For urgent legal needs, an immediate referral shall be made, and a consultation shall be offered within 24 hours of the request. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.6 Educational Services. |
| The Contractor shall provide telephone consultation services with certified education and special needs consultants. Telephonic consultations are up to 60 minutes free of charge and include advice and counseling on choosing a school, preparing for college, talking with teachers, and dealing with special needs. The Contractor shall also provide information and referrals on all types of schools and learning programs for children and adults from kindergarten to graduate programs. Referrals shall be provided telephonically or in writing. In addition, the Contractor shall provide information about tutoring programs, test preparation courses, and scholarship programs. Referrals are made and materials sent to the caller within 48 hours of the request. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.7 Health and Wellness. |
| The Contractor shall provide telephonic referrals to health and fitness services and facilities, such as health clubs, personal trainers, nutritionists, health food stores, exercise programs, swimming pools, and tennis/racquetball courts. The Contractor shall also provide printed and online educational information on a variety of health and wellness topics, such as weight management, nutrition, smoking cessation, disease management, time management, self-improvement, stress management, and organization techniques. Referrals shall be made, and materials sent to the caller within 48 hours of the request. |
The Contractor shall also provide comprehensive and interactive, multi-week programs for employees to lose weight, quit smoking, or reduce stress. These programs may be accessible through the Contractor’s website or by toll free consultations.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Description Requirement: |
| Yes |
| No |
| 2.3.3.5.8 Pet Care. |
| The Contractor shall provide pet-sitting referrals telephonically or in writing and information on veterinarians, pet insurance, pet health issues, pet stores, and training. Information may be provided online. Referrals are made and materials sent to the caller within 48 hours of the request. |
The Contractor shall ensure that its consultants make referrals as appropriate to pet sitters and dog walkers on the caregiver’s database (currently Sittercity.com) and advertise the OCC’s group membership to the current caregiver’s database (Sittercity) via its website.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Description Requirement: |
| Yes |
| No |
| 2.3.3.5.9 Disability. |
| The Contractor shall provide telephone consultation services with disability specialists to include advice and counseling on legal protections, independent living arrangements, transportation programs, advocacy, and rights, accessing services and benefits, and caregiving support. |
The Contractor also provides online educational information on a variety of disability and special needs topics.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Description Requirement: |
| Yes |
| No |
| 2.3.3.5.10 Convenience Services. |
| The Contractor shall provide information and referrals on all types of personal or day-to-day needs, such as home maintenance, recreation and leisure activities, relocation (including city/area profiles and neighborhood reports), event planning, automotive and transportation needs, and personal maintenance needs (e.g., dry cleaning and tailoring). Referrals shall be provided telephonically, and materials sent to the caller within 48 hours of the request. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.11 Management Consultations. |
| The Contractor shall provide management consultations and verbal advice to supervisors who request assistance concerning referrals to the employee assistance program for work-related problems of employees. No individually identifiable employee information concerning the employee’s treatment shall be provided without the employee’s written consent on a form approved by the Contractor and in compliance with all applicable privacy statutes. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.12 Discounts. |
| The Contractor shall provide an employee discount program that includes health and wellness products and services, eldercare products and services, emergency response system services, travel and entertainment, and on other goods and services as determined by the contractor. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.5.13 On-Site Critical Incident Response Stress Training/Debriefings. |
| The Contractor shall provide on-site critical incident counseling within 24 hours after receiving a call for these services by the COR or other authorized individual. The Contractor shall provide individual/group counseling or debriefing sessions for victims, co-workers of victims or any employee directly or indirectly involved in a traumatic incident. The Contractor shall be provided 2 hours or more advance notice of a counseling need by the OCC. Counseling requests by the OCC shall be limited to one counselor per onsite incident. The Contractor may be required to provide these services at any OCC location either on-site or via teleconference. Additional fees may apply if the request for counseling is made less than two hours prior to when services need to be provided or if more than one counselor is required onsite per incident. Travel expenses associated with critical incident events shall be the responsibility of the Contractor. |
The Contractor shall provide CIR Counselors trained in critical incident response to provide workplace support and follow-up in response to any critical incident or natural or manufactured disaster at the request of the COR. The CIR Counselor shall be highly qualified and educated (i.e., Master’s degree counselors). These CIR Counselors shall also be able to show evidence of receiving formal CIR training.
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2.3.3.6 Marketing of EAP and Work/Life Services including Outreach/Visibility
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.1 Promotion of EAP and Work/Life Services Program |
| The Contractor shall conduct an ongoing promotional campaign to provide EAP and Work/Life Services program awareness to all employees that encourages utilization. Promotional materials shall consist of both hardcopy handouts and electronic, web-based materials. |
Promotional materials shall publicize the EAP and Work/Life Services program, its purpose, types of services, phone and TTY numbers, and staff availability (24-7). Promotional materials shall also include access instructions, confidentiality notices and a statement that services are free of charge to employees and their family members. Within 15 calendar days after the effective date of the contract award, the Contractor shall submit to the COR for approval drafts of the promotional materials. Government approval/disapproval will be completed within 5 working days of receipt. The Contractor shall deliver final promotional within 15 calendar days of COR approval.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.2 Contractor’s Support at Health and Wellness Fairs |
| The Contractor shall participate in any OCC’s event (e.g., benefits or wellness fair). If a fair is onsite, it will be held at the Headquarters location in Washington, DC. In addition to that, if there is a separate wellness fair, the Contractor shall participate in the wellness fair (onsite or virtual). The COR will provide a 1-month advance notice in the year that the OCC plans a wellness fair event. Travel expenses associated with the annual benefits fair and the wellness fair shall be the responsibility of the Contractor. |
In the event the OCC hosts a benefits or wellness fair, the Contractor shall provide up to 600 branded trinkets, not separately priced, for these events.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.3 Training and Orientation |
| In addition, at the OCC’s request, the Contractor shall have the ability to provide facilitator-led training for outreach events, virtual or onsite, at a location determined by the OCC within 2 weeks of receiving the request for training. If the OCC requests onsite training, the OCC is responsible for providing office space, furnishings, and related equipment. The Contractor shall provide a catalog of available EAP and Work/Life related training sessions within 15 calendar days of the start of a contract year, and whenever updates are made to the available offerings. At the most, there should not be more than 13 requests per year. |
The Contractor shall develop and utilize modules for the EAP orientation, training, and briefings customized for the OCC. The Contractor shall provide these orientations in person, virtual, and/or via live and recorded webinars. The Contractor shall submit all training material to the COR for approval prior to release to an OCC organization.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.4 Manager/Supervisor Training |
| The Contractor shall provide training to manager and supervisors to promote the awareness of EAP and Work/Life Services and help managers to identify when best to collaborate with the EAP on various workplace challenges facing managers and employees. At a minimum the training should cover topics such as but is not limited to: Benefits of EAP and Work/Life Services; Information about substance abuse; Signs and symptoms of deteriorating job performance, attendance, and conduct; the EAP referral process; and EAP follow up and community referral. |
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.5 Scheduling |
| The Contractor shall schedule outreach events – training, briefings, and orientations etc. with the requested organization upon approval from the COR. The Contractor shall notify the COR and POC of the organization requesting the outreach anytime the Contractor’s personnel cancels a training session and explain what alternatives are being considered to meet the original training request or other options for consideration. |
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.6 General Content Guidance |
| The Contractor shall ensure that all training materials are non-discriminatory in content and in tone. These modules are to be designed to help attendees use the EAP and Work/Life Services effectively. They should assist in maintaining and improving job performance, in maintaining health and well-being, and in effectively coping with life crises and job stress. These training materials shall include a Trainer’s guide and participant handouts appropriate to the subject matter. |
The Contractor personnel participating in all outreach/visibility training and orientation events shall be highly qualified and well versed in the OCC’s comprehensive integrated Employee Assistance Program and Work/Life Services program. These trainers may be either counselors who possessed the proper credentials to practice as a counselor (state license or state certification to practice as a mental health practitioner e.g., social worker, clinical psychologist, marriage and family counselor, and professional counselor) in the state(s) where practice takes place and shall be permanent, full, and unrestricted etc.) or persons employed solely to provide training that possesses a demonstrated skill or experience in a particular subject area. Trainers must show evidence of having a minimum of two (2) years in delivering EAP and Work/Life training.
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.7 EAP and Work/Life Services Brochure |
| The Contractor shall provide an electronic brochure to include all program offerings. The brochure will include the toll-free telephone number for counseling/consultation and instructions on how to use the program. |
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.8 EAP and Work/Life Services Newsletter |
| The Contractor shall provide an electronic EAP and Work/Life Services Newsletter to be published monthly and it shall be accessible via the Contractor’s website. Subject material shall address such areas as interpersonal skills, communications, problem solving strategies, day care and elder care resources, health information, employee burnout, stress and other articles that are unique to the OCC. |
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.9 Manager Fact Sheet |
| The Contractor shall provide an electronic fact sheet to be distributed to managers describing the nature, scope, and availability of EAP and Work/Life management consultation services as well as information on management referrals to EAP. This information shall also be posted to the Contractor’s website. |
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.10 Critical Incident Brochures |
| The Contractor shall provide an electronic fact sheet to be distributed describing the nature, scope, and availability of Critical Incident Response counseling. This information shall also be posted to the Contractor’s website. The fact sheet shall define the term critical incident technique (CIT), highlight potential physical and emotional reactions to a CIT and provide suggested measures for handling a CIT. |
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.11 Customizable Reports |
| The Contractor shall provide EAP utilization reports customized for the OCC that ascertains participation rates and satisfaction data. Reporting shall include useful operational metrics and measure the variables that matter to the OCC, such as clinical outcomes, the program’s influence on productivity etc. The Contractor shall validate the efficacy and results of their programs and services. The Contractor shall demonstrate the usefulness of the services provided based on both quantitative measures (such as outcome-based survey tools) and qualitative information (such as case studies). |
It is critical that the OCC has data to ascertain the quality of the EAP and Work/Life Service program and that it is evaluated to determine if the programs and services are effective at creating a more positive work environment, are meeting workforce and organizational needs, and are contributing to the recruitment and retention goals, and results are used to improve programs and services.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.12 Reporting |
| The Contractor shall prepare and submit regular reports to OCC on the status of the EAP and Work/Life Services program. Quarterly and annual reports shall provide aggregated information on usage trends and shall include no information on individual users of the program. Quarterly and annual reports shall include quality assurance metrics. Quarterly and annual reports shall also include a narrative executive summary of trends observed and recommendations for program enhancements and improvements. The Contractor shall prepare and submit a written report following each incident/event where counseling services are provided. The Contractor shall have the ability to report on any of the intake data elements, mandatory and voluntary, at the aggregate in concert with services provided. |
The Contractor shall provide a written report after any management consultation, transition counseling, critical incident response, or group intervention. These reports shall include a narrative summary of the incident and key data points about the services provided but no individual client information.
Reports shall be provided via email to the COR both in PDF and Excel format.
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.3.3.6.13 Client Satisfaction Surveys |
| Every client contact with the EAP and Work/Life Services provider shall have an associated voluntary client satisfaction survey attached to that interaction. No employee identifying information may be required on the survey forms. The surveys shall address the below information at a minimum. Surveys are designed to collect information on the effectiveness of the services provided and to provide a forum for customer feedback to improve the overall service delivery |
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2.4 KEY PERSONNEL
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.4.1 Project/Account Manager |
| The Project/Account Manager is responsible for the contract performance in accordance with the SOW. The Project/Account Manager shall have: |
· A minimum of a Master’s degree from an accredited college or university recognized by the corresponding professional associations in a clinical mental health field.
· Five (5) years of experience in the field of providing EAP counseling services.
· Two (2) years of experience in training as it relates to workplace issues and work and family issues.
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| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.4.2 Dedicated Counselor |
| The Dedicated Counselor are responsible for the contract performance in accordance with the SOW. The Dedicated Counselor shall have: |
· A minimum of a master’s degree from an accredited college or university recognized by the corresponding professional associations in a clinical mental health field.
· Five (5) years of experience in the field of providing EAP counseling services.
· Two (2) years of experience in training federal employees on workplace issues (e.g., organizational issues) and family issues.
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2.5 DEDICATED COUNSELOR
| SOW Section |
| Requirement Description: |
| Yes |
| No |
| 2.5 DEDICATED COUNSELOR |
| The Contactor shall provide a Dedicated Counselor. The Contractor shall provide a dedicated counselor to service OCC’s employees virtually in multiple locations (per Attachment A) with scheduling options as agreed to by the OCC COR, such as appointment-based sessions/drop-in sessions for East Coast, West Coast (across the United States). There must be options to choose preferred schedules – frequency and hours (across the United States) to provide this service. |
Throughout each year, the Dedicated Counselor shall provide individual counseling to employees, assist with the promotion of EAP/Work/Life services, conduct orientation as requested by lines of business within the OCC, curate lunch and learns about the program offerings, create, and deliver webinars/training to promote each of the Work/Life services, and run support groups (grief, parenting). Employees shall have the option to participate in these activities either face-to-face or virtually. The Dedicated Counselor would be required to ensure surveys are completed per subsection 2.3.3.6.13.
Provide detailed explanation of services vendor can provide as it relates to the above requirement: [Quote shall complete]
SPECIFIC REQUIREMENTS/TASKS – Additional Narrative Information Page 17 of 17 RFQ# 2031JW24Q00002 (Rev. 09/29/2023)
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