Draft_RFP_for_Industry_Day_for_Curriculum_Development.docx

Draft Curriculum Development for the Probation and Pretrial Services Office (PPSO) Section A – Solicitation/Contract Form Judiciary Standard Form 33 to be included Section B - Supplies or Services and Prices/Costs To Be Determined (TBD) Section C - Description/Specifications/Statement of Work C-1 Introduction and Purpose The Judicial Conference has established policies that direct how probation officers implement and enforce the conditions of supervision. Under the Conference’s policies: The desired outcomes of supervision are the execution of the sentence and the protection of the community by reducing the risk and recurrence of crime and maximizing offender success during the period of supervision and beyond. The goal in all cases is the successful completion of the term of supervision, during which the offender commits no new crimes; is held accountable for the victim, family, community, and other court-imposed responsibilities; and prepares for continued success through improvements in his or her conduct and condition.

The Criminal Law Committee, appointed through the Judicial Conference, is tasked with assisting the Judicial Conference by recommending rules, practices, and procedures in accordance with the Federal Rules of Criminal Procedure. The Administrative Office of the United States Courts (AO) is the administrative arm of the federal judiciary that provides a broad range of legislative, legal, financial, technology, management, administrative, and program support services to federal courts. Judicial Conference committees, with court input, advise the AO as it develops the annual judiciary budget for approval by Congress and the President. The AO is responsible for carrying out Judicial Conference policies.

The Criminal Law Committee is focused on utilizing evidence-based practices in the supervision of federal offenders in order to produce the highest reduction in recidivism. The Committee has adopted a strategic approach for the federal probation and pretrial services system to become a results-driven organization with a comprehensive outcome measurement system. Based on literature by D.A. Andrews, James Bonta and R.D. Hoge, there are three components to supervision: Risk, Criminogenic Needs, and Responsivity. It is through supervision focused on the combination of these three principles that produces the highest reduction in recidivism (Andrews & Bonta 2003).

The federal probation system addressed the Risk Principle through the national implementation of the Post-Conviction Risk Assessment (PCRA). The PCRA classifies an offender as low risk, low/moderate risk, moderate risk, or high risk. The PCRA is effective at predicting an offender’s general risk of failure due to revocation or re-arrest. The PCRA also identifies Criminogenic Needs, which are certain factors in an offender’s life that influence the chances that he or she will commit a new crime. These factors include criminal thinking patterns (cognitions), social networks, education/employment, and alcohol/drug use. In order to identify whether an offender presents a heightened risk of committing violence, the AO is currently developing a violence risk assessment.

The federal probation system has undertaken national implementation of Staff Training Aimed at Reducing Re-Arrest (STARR). The focus of this program is to train Federal Probation and Pretrial Services Officers on forging more effective relationships with offenders under their supervision. STARR is based on core correctional practices, and teaches the skills of reinforcement, disapproval, role clarification, authority, use of punishment, and understanding the relationship between thoughts and behaviors.

C-2 Background The Criminal Law Committee has directed the AO to develop and implement a curriculum that can be used by officers and treatment providers to teach offenders the necessary skills to change their faulty thinking, steer clear of antisocial peers and develop prosocial networks, maintain employment and address educational deficits, address alcohol/drug use, and recognize triggers to violence and refrain from violent behaviors. Additionally, the AO is tasked to develop and implement a self-paced curriculum for offenders to follow so the offenders can independently work on these identified skills.

C-3 Objectives The Contractor shall develop curriculum for each criminogenic need: cognitions, social networks, education/employment, and alcohol/drug use. Additionally, the Contractor shall develop curriculum to assist offenders in addressing violent behavior. The Contractor shall utilize Subject Matter Experts in the development of the curriculum. The Contractor shall develop an on-line, web based/e-learning training module of the curriculum that Federal Probation Officer Trainers would utilize in the training of the curriculum. Additionally, the Contractor shall develop an on-line, web based/e-learning training module for Treatment Providers.

C-4 Tasks

(a) The Contractor shall develop separate curriculum for each of the following audiences:

(1) Federal Probation Officers;

(2) Federal Probation/Supervised Release Offenders;

(3) Offenders’ Support Networks;

(4) Treatment Providers; and

(5) Training of the Trainers (TOT) - federal employees who will train Federal Probation Officers on the deployment of the curriculum.

(b) The Contractor shall utilize Subject Matter Experts (SMEs) in the development of the curriculum. SMEs may utilize Subject Matter Expert Assistants in the course of this project; however, the SME is responsible for the final product and content included in the curriculum.

(c) The SMEs shall integrate the best practices in the field of corrections and behavioral health as it relates to the implementation of evidence based practices with this population, which shall include cognitive behavioral interventions.

(d) Curriculum developed by the SMEs shall be consistent with the framework of the Risk-Need-Responsivity (RNR) model, core correctional practices (CCP), and the skills taught in STARR training (which are based on RNR and CCP).

(e) Each manual shall be available in a web-enabled format, as well as available in a printable format (e.g. pdf document).

(f) The SMEs shall develop a manual containing curriculum in the following areas for each of the identified audiences enumerated in C-4(a):

(1) Cognitions (faulty thinking). The theoretical framework for this curriculum shall be based in Cognitive Behavioral Therapy, and shall include, but is not limited to, recognition of problematic thinking, the restructure of those thoughts with prosocial alternatives, and use of cognitive behavioral techniques involving teaching, applying, and reviewing of skills.

(2) Social Networks. The theoretical framework for this curriculum shall be based in Social Learning Theory, and shall include, but is not limited to, development of skills necessary to help offenders steer clear of antisocial peers and the development of prosocial networks.

(3) Education/Employment. The theoretical framework for this curriculum shall be based in the use of cognitions to address values and core beliefs/conflicts related to education/employment, which shall include, but is not limited to, development of prosocial skills in the workplace, the necessary skills to stay employed, and the evaluation/management of educational deficits.

(4) Alcohol/drug use. The theoretical framework for this curriculum shall be based in relapse prevention and Cognitive Behavioral Therapy, which shall include, but is not limited to, education of substance abuse, and skills necessary to address substance abuse.

(5) Violent Behaviors. The theoretical framework for this curriculum shall address proactive and reactive violence, which shall include, but is not limited to, recognition of triggers to violence and how to refrain from violent behavior.

(g) The curriculum developed for each topic area should be consistent among each of the following audiences to ensure deployment in an integrated fashion:

(1) Federal Probation Officers:

(i) Manual shall include, but is not limited to, instructional pages at the outset of each manual, a facilitator’s guide, visual aids, student handouts, on-line materials, and practical applications; and

(ii) The Contractor shall include role play exercises, which the officer can use with the offender, within each manual that increase in complexity and address risk levels varying from low, medium, and high. The following number of role play exercises are required for each topic/curriculum:

(A) Cognitions – 35 exercises

(B) Social Networks – 25 exercises

(C) Education/Employment – 25 exercises

(D) Alcohol/drug use – 50 exercises

(E) Violent Behaviors – 35 exercises

(2) Federal Probation/Supervised Release Offenders:

(i) Curriculum shall be self-paced, and at an appropriate reading level for offenders to work independently on the identified skills;

(ii) Manual shall include, but is not limited to instructional pages at the outset of each manual, visual aids, course exercises, and practical applications; and

(iii) Curriculum shall include the creation of journals or workbooks that offenders would use in learning the new skills.

(3) Offenders’ Support Networks:

(i) Manual shall include, but is not limited to instructional pages at the outset of each manual, a facilitator’s guide, visual aids, course exercises, and practical applications;

(ii) Manual shall include materials and resources that offenders’ support networks can reference to gain a better understanding of the identified need/skill, and

(iii) Curriculum shall include the creation of journals or workbooks that offenders’ support networks can utilize with offenders in learning the new skills.

(4) Treatment Providers:

(i) Manual shall include, but is not limited to, instructional pages at the outset of each manual, a facilitator’s guide, visual aids, offender handouts, course exercises, on-line resources, and practical applications;

(ii) Curriculum shall include the creation of journals or workbooks that treatment providers can utilize with offenders in learning the new skills;

(iii) The Contractor shall include role play exercises, which the treatment provider can use with the offender, within each manual that increase in complexity and address risk levels varying from low, medium, to high. The following number of role play exercises are required for each topic/curriculum:

(A) Cognitions – 35 exercises

(B) Social Networks – 25 exercises

(C) Education/Employment – 25 exercises

(D) Alcohol/drug use – 50 exercises

(E) Violent Behaviors – 35 exercises

(iv) The Contractor shall develop a web-based/e-learning training module which each Treatment Provider can independently access to complete training on each topic set of curriculum. The training module shall include a certification examination that would indicate understanding of the curriculum.

(5) Training of the Trainers (TOT):

(i) Curriculum shall provide trainers the ability to use learning theory and technical knowledge to create an educational experience for the learner;

(ii) The design approach should include assessing learner needs and styles to define learning objectives and increase effectiveness in the classroom by the trainer and student;

(iii) Curriculum shall include lesson plans that follow the fundamentals of Adult Learning;

(iv) Manual shall provide in depth instructions and background information with regard to each of the manuals developed for the audiences identified in C-4(a), as well as the topic areas identified in C-4(f), for the trainer to utilize in the instruction of the training of the curriculum to other federal probation employees;

(v) The Contractor shall develop a PowerPoint presentation for TOT training that includes:

(A) Federal Probation Officer manual for each of the topics identified in C-4(f),

(B) Federal Probation/Supervised Release Offenders manual for each of the topics identified in C-4(f),

(C) Offenders’ Support Networks manual for each of the topics identified in C-4(f),

(D) Overview of the Treatment Providers manual and web-based/e-learning training program. The Contractor should note that neither Federal Probation Officers nor TOT employees will train Treatment Providers on use of the Treatment Provider manuals, as this instruction is included in the web-based training module identified in C-4(g)(4)(iv).

(vi) The Contractor shall develop a web-based/e-learning training module for Trainers or other federal probation employees (such as management personnel) to access which includes in depth instructions and background information regarding:

(A) Federal Probation Officer manual for each topic set of curriculum,

(B) Federal Probation/Supervised Release Offender manual for each topic set of curriculum;

(C) Offenders’ Support Networks manual for each topic set of curriculum; and

(D) Overview of the Treatment Providers manual.

(vii) The web-based/e-learning training module shall include a certification examination that would indicate understanding of the curriculum and techniques for instruction of federal probation officers.

(h) The SMEs and/or SME Assistants for each topic area identified in C-4(f) shall provide TOT training.

(1) The SMEs and/or SME Assistants must be able to conduct training to all levels of Federal Probation staff, including senior managers, supervising officers, senior officers, and line officers.

(2) The SMEs and/or SME Assistants shall provide training on three occasions on dates and at locations determined by the Government, within the continental United States.

(3) TOT training shall consist of a full over-view of the TOT training materials, the on-line, web-based/e-learning training module for TOT, as well as the curricula developed for Federal Probation Officers, Federal Probation/Supervised Release Offenders, Offenders’ Support Networks, and Treatment Providers.

(4) The number of participants in each of the three TOT sessions will not exceed 130 federal employees.

(5) The Contractor shall supply and deliver to the training locations all publication quality materials needed to conduct the three TOT sessions. This shall include a copy of the following for each participant:

(i) Federal Probation Officer manual for each topic area (for a total of five manuals per participant),

(ii) Federal Probation/Supervised Release Offender manual for each topic area (for a total of five manuals per participant),

(iii) Offenders’ Support Networks manual for each topic area (for a total of five manuals per participant),

(iv) Treatment Provider manual for each topic area (for a total of five manuals per participant), and

(v) TOT manual for each participant (for a total of one manual per participant).

(6) The Contractor shall ensure that each training participant signs in and out on the attendance roster each day the training is offered. The Contractor shall provide the completed attendance rosters to the Government at the conclusion of the training session.

(i) The Contractor shall provide Courseware Designers who shall:

(1) Conceptualize, develop, and design high-quality curriculum, including training materials, for each of the identified topic areas, through collaboration with the SME(s), Project Manager, and staff identified by the Government;

(2) Manage multiple projects and deadlines;

(3) Ensure programs adhere to established technical and policy guidelines;

(4) Maintain quality control of all aspects of projection process;

(5) Create original work using industry standard software applications, including Microsoft Word, PowerPoint, and/or other off-the-shelf software in order for government comments/edits;

(6) Provide editorial support to include, but not limited to, documents, training materials, curriculum, and on-line materials;

(7) Provide technical support for all aspects of the project, and development and completion of the curriculum documents (to include, but not limited to, instructional pages at the outset of each curriculum, a facilitator’s manual, visual aids, student handouts, on-line materials, course exercises, and practical applications);

(8) Ensure consistency in the formatting of the manuals created for each curriculum;

(9) Build an instructor manual and PowerPoint presentation for the TOT component of the curricula;

(10) Develop an on-line, web-based/e-learning training module for Treatment Providers to access to complete training on each topic set of curriculum, as well as a certification examination with an automated grading system. The module shall include a downloadable/printable manual for the Treatment Provider to reference post completion of the training;

(11) Develop an on-line, web-based/e-learning training module for Trainers or other federal probation employees (such as management personnel) to access to complete training on each topic set of curriculum, which shall include a certification examination with an automated grading system;

(12) Web-based/e-learning modules referenced in C-4(i)(10) and (11) shall include, but are not limited to:

(i) Multimedia (graphics, animation, audio and video),

(ii) Recorded audio and video content using professional talent,

(iii) Knowledge checks and Kirkpatrick Level 2-type assessments,

(iv) Templates and/or prototypes,

(v) Iterative development process (Prototype/Alpha/Beta) that includes formative evaluation,

(vi) Line edit of all final courseware deliverables, and

(vii) Course-specific job aids to support knowledge transfer.

(13) All e-Learning program materials shall be designed to be compliant with American’s with Disabilities Act Section 508 Priority 1 Requirements, Shareable Content Object Reference Model (SCORM), and Aviation Industry Computer-Based Training Committee (AICC) standards so that materials can be deployed on the judiciary intranet, on the uscourts.gov internet site (with a password accessed link), on mobile devices such as tablets, and in the commercial learning management system (LMS) used in the judiciary. [The AO currently uses Blackboard and the Saba Learning Management Suite.]

(14) With regard to web-based/e-learning modules:

(iii) The Courseware Designer shall provide a technical training session to the designated Government designee.

(15) The Courseware Designer shall assist the SMEs and/or SME Assistants with the development and delivery of the TOT training.

(j) The Contractor shall provide a Project Manager who shall:

(1) Plan, direct, and coordinate the daily operations of the project related to the curriculum development and on-line, web based training modules;

(2) Monitor the progress of the SMEs, SME assistants, and Courseware Designers;

(3) On a monthly basis, compile and provide all documentation on each curriculum, as well as monthly progress reports on the development of the web-based/e-learning programs, from the SMEs, SME assistants, and Courseware Designers and provide the information to the COR;

(4) Provide guidance to the SMEs and Courseware Designers;

(5) Ensure that all project issues, including edits as determined by the Government, are successfully resolved;

(6) Develop budget proposals, schedules, and deadlines;

(7) Create administrative, accounting and finance reports to ensure all assigned products are delivered on time and under budget; and

(8) Maintain a relationship with the Contracting Officer (CO), Contracting Officer Representative (COR), and Government designee(s) and serve as the primary liaison with the Contractor’s headquarters.

(k) The Contractor shall provide all the labor, supplies, and materials needed to develop the training curricula, including but not limited to, facilitator manuals, instructional pages, visual aids, student handbooks, on-line materials, course exercises, journals, workbooks, hand-outs, and resource materials.

(l) The Contractor shall develop and supply all curriculum manuals/workbooks/materials in Microsoft Office Professional products and/or other off-the-shelf software, as applicable. The Contractor shall provide complete master documents. All deliverables must be quality products. They must be complete and thorough; structured in a clear, logical fashion, and use faultless English and a proper, accepted writing style. Before submission of deliverables, the Contractor shall carefully proofread.

(m) The Contractor shall work closely with staff identified by the Government to ensure that the curriculum and subsequent implementation of the curriculum is appropriate. The Government reserves the right to make revisions to the curriculum.

(n) All deliverables produced in accordance with the project shall become the exclusive property of the Government with all rights to reproduce and distribute content. The Contractor understands that such deliverable shall not contain any language or restrictions that in any way limits or restricts use by the Government. The Contractor shall ensure that all content and graphics elements meet copyright and fair use laws. All software tools used to produce the curriculum and on-line based training modules shall be commercially available to the Government and allow the Government to easily edit the program content after deployment based on policy changes.

(o) The Contractor and Project Manager shall participate in a Post Award teleconference to review the development strategy, timeframes, deliverables, and initial project plan, as well as draft agenda and requirements for the Kick-Off meeting.

(p) The Contractor, SMEs, SME Assistants, Courseware Designers, and Project Manager shall attend an on-site Kick-Off meeting to generate ideas and reach agreement on the presentation of the basic content and establish the “look and feel” of the program. Additionally, these Key Personnel shall attend an on-site Final Consultation meeting to discuss presentation of the material at the TOT sessions.

Section D – Packaging and Marking Not Applicable Section E – Inspection and Acceptance

TBD

Section F – Deliveries or Performance The Contractor shall adhere to the following schedule (note: time frames are open to discussion at Industry Day):

Draft submission of the TOT training materials and web-based training modules for TOT and Treatment Providers

With regard to the submission of curriculum, training materials, and web-based/e-learning training modules, the COR will have 15 calendar days to review draft deliverables upon receipt of delivery from the Contractor. The Contractor shall correct and return rejected deliverables within 10 calendar days of receipt of comments from the COR. If for any reason a deliverable cannot be delivered within the scheduled timeframe, the Contractor shall notify the COR or designated representative in writing with the cause of delay and the proposed revised schedule. This notice shall include the impact on the overall project.

Section G - Contract Administration Data G-1 Place of Performance The Contractor’s Key Personnel shall attend two meetings (the kick-off meeting and the final consultation meeting), at the Administrative Office of the U.S. Courts in Washington DC. Travel costs by the Key Personnel for the two on-site meetings will be reimbursed according to judiciary travel regulations. The SMEs and/or SME Assistants, with assistance of the Courseware Designers, shall attend and present training at three regional TOT conferences within the continental United States. Travel costs incurred by the SMEs and/or SME Assistants and Courseware Designers for these TOT training sessions will be reimbursed according to judiciary travel regulations.

Key Personnel shall participate in conference calls when requested.

SMEs and SME Assistants will work off-site. It is preferred the Courseware Designers and the Project Manager work on-site at the Administrative Office of the U.S. Courts in Washington DC; however, this is not a requirement and they can work at Contractor-provided space off-site.

G-2 Government-Furnished Property If requested, the Government will provide work space at the Administrative Office for the Courseware Designers and Project Manager. Contractors working at the Government facilities will be provided with government-furnished equipment; i.e. work space, computer, landline telephone.

Section H – Special Contract Requirements H-1 Designated Key Personnel In accordance with Clause 2-65, Key Personnel, the following are designated as Key Personnel:

(a) Subject Matter Experts

(b) Subject Matter Expert Assistants

(c) Courseware Designers

(d) Project Manager H-2 Key Personnel Requirements The Contractor shall provide the following personnel to accomplish the work specified in this Statement of Work.

(a) Subject Matter Experts

(1) Required for each of the following topic areas: cognitions, social networks, education/employment, alcohol/drug use, and violent behaviors;

(2) General Experience: Published in a peer review journal within the past eight years specifically in the topic area in which they are identified as an expert for purposes of this contract; experienced in the development of curriculum content and training; experience related to the criminal justice population; accomplished in the concepts of RNR and CCP, as demonstrated in publications and/or course topics.

(3) Minimum Education: Doctorate level;

(4) Preferred Experience: Degree in criminology or psychology; minimum of three years of experience working in a university setting.

(b) Subject Matter Expert Assistants

(1) Contractor may utilize a Subject Matter Expert Assistant to assist the Subject Matter Expert for each of the following topic areas: cognitions, social networks, education/employment, alcohol/drug use, and violent behaviors;

(2) General Experience: Proficient in the field of research, concepts, practices and procedures specific to the topic area in which they are assisting an expert for purposes of this contract; experience in the development of curriculum content and training;

(3) Minimum Education: Bachelor’s degree;

(4) Preferred Experience: Degree in criminology or psychology; experience working in a university setting.

(c) Courseware Designers

(1) General Experience: Minimum of five years of experience with demonstrated proficiency in publication-quality documentation and proficiency in building web-based curriculum, excellent interpersonal skills;

(2) Minimum Education: Bachelor’s degree;

(3) Preferred Experience: Experience with designing course curriculum for community supervision and correctional strategies, extensive technical support history in designing training curricula in the field of corrections that meets nationally recognized Continuing Education Unit (CEU) or Continuing Professional Education (CPE) standards.

(d) Project Manager (1 position required)

(1) General Experience: Minimum of seven years of experience with project management specifically related to multiple, large scale projects, experience with finance reports to ensure all assigned products are delivered on time and under budget, and excellent interpersonal skills;

(2) Minimum Education: Bachelor’s degree;

(3) Preferred Experience: Nationally recognized project management certification.

Section I – Contract Clauses

TBD

Section J – List of Attachments

TBD

Section K – Representations Certifications and Other Statements of Offerors

TBD

Section L – Instructions, Conditions, and Notices to Offerors L-1 Type of Contract The judiciary plans to award a time-and-materials type of contract under this solicitation, and all offers shall be submitted on this basis. Alternate offers based on other contract types will not be considered.

L-2 Proposal Content The offeror shall confine submissions to essential matters, sufficient to define the proposal in a concise manner, to permit a complete and accurate evaluation of the proposal. Offerors are cautioned that a restatement of the technical requirements in the Solicitation does not demonstrate an understanding of the requirement or capability to perform. Offerors are responsible for including sufficient details to permit a complete and accurate evaluation of each proposal. Proprietary information shall be clearly marked.

Page Limitations: Information about page limitations is specified below. Use of dividers/separators in any part of your proposal is acceptable and will not count toward any page limitation. A cover sheet, table of contents, definitions/terms page or any similar reference type information used in any part of your proposal will not count toward any page limitation.

The offeror’s proposal shall consist of five sections:

· I – Technical Approach & Sample Curriculum

· II – Corporate Capability

· III – Past Performance

· IV – Price

· IV – Solicitation, Offer and Award Documents and Certifications/Representations.

Section I – Technical Approach & Sample Curriculum. The Offeror shall specifically address the proposed method and its ability to meet the requirements in the solicitation. Responses shall not be a restatement of the requirement but shall be comprehensive, well-conceived, implementable, and include detailed approaches to accomplishing the task and providing the work. The Offeror shall include details of the proposed labor mix, including all labor categories and estimated hours for each. Furthermore, the Offeror shall describe its understanding of the size and scope of the areas to be covered and its ability to successfully complete the requirement recognizing that the information technology applications, and their respective customer base and requirements, are nation-wide in nature and complexity. The offeror’s proposed Technical Approach shall not exceed a total of fifteen numbered pages, exclusive of the samples referenced below in Sections 1 and 2, with a font no smaller than 11 point Times New Roman type. Submitted information which exceeds fifteen numbered pages will not be read or evaluated.

In addition to the information detailed in the Technical Approach, the Offeror shall provide two sample sets of curriculum that address the dynamic risk factor of cognitions. The sample sets shall be representative of the Offerors understanding of the technical requirements and audiences identified in the Statement of Work. The Sample Curriculum shall be organized into the following subsections:

Section 1 - Officer: This section shall include a sample of the cognitions curriculum that the officer would deliver to the offender, to include a sample of the instructional materials, supporting activities, and a role playing exercise. This sample is limited to five pages.

Section 2 – Offender Curriculum: This section shall include a sample of a self-paced offender curriculum for cognitions, to include sample instructional materials, supporting activities, and a journal/workbook exercise. This sample is limited to 5 pages.

Section II – Corporate Capability. The offeror shall provide information about the resources it will use to successfully perform all tasks required by the Solicitation. The information provided shall include, at a minimum:

· Curriculum Vitae (CV) or Resumes for SMEs and SME Assistants to include evidence of meeting the Key Personnel requirements reflected in the Statement of Work, and a listing of publications in the topic area(s) of expertise for the SMEs. Limited to three pages per person, with a font no smaller than 11 point Times New Roman type.

· Resume for the Courseware Designers reflecting their breadth of experience, to include a description of the training venues/audiences for which the designer has delivered work product, as well as evidence of meeting the Key Personnel requirements reflected in the Statement of Work. Limited to two pages, with a font no smaller than 11 point Times New Roman type.

· Resume for Project Manager reflecting evidence of meeting the Key Personnel reflected in the Statement of Work. Limited to two pages, with a font no smaller than 11 point Times New Roman type.

· Allocation of other support resources. Limited to three pages, with a font no smaller than 11 point Times New Roman type.

Section III - Past Performance. Offerors shall submit a list of up to five recent contracts (prime or subcontracts) under which the offeror (or its proposed major subcontractors) performed tasks relevant to those required by the Solicitation. A “major subcontractor” is defined as a subcontractor that will be providing critical services or whose subcontract will be for more than 10 percent of the total proposed contract price. The offeror shall submit the written consent of its major subcontractors to allow the disclosure of its subcontractor’s past performance information to the offeror. In addition, letters of commitment shall be included for all major subcontractors for their past performance to be considered.

To be considered recent, work must have been performed under the referenced past performance contract during the three years preceding the issue date of the Solicitation.

To be considered relevant, past performance efforts under the past performance contract must have been assigned a Past Performance Relevance Rating of Very Relevant, Relevant, or Somewhat Relevant by the judiciary, using the following rating scale:

Past Performance Relevance Ratings

The offeror shall provide the following information for each referenced contract:

a) Contractor/Subcontractor name, place of performance, and DUNS Number. If the work was performed as a subcontractor, also provide the name of the prime contractor and Point of Contact (POC) within the prime contractor organization (name, and current address, e-mail address, and telephone number) who can verify the participation and extent of work performed by the offeror.

b) Government contracting activity/commercial entity for which work was performed, with current address, e-mail address, telephone number of the procuring contracting officer or customer point of contact.

c) Name of government’s technical representative/COR, with current address, email address, and telephone number.

d) Government contract administration activity, with the name, current address, e-mail address and telephone number of the Administrative Contracting Officer’s (if different than the POC provided under (b) above).

e) Contract Number (including, in the case of projects performed under orders against Indefinite Delivery type contracts, GSA contracts, and Blanket Purchase Agreements, relevant Task Order/BPA Call Numbers.

f) Contract Type (specific type such as Fixed-Price (FP), Cost Reimbursement (CR), Time & Material (T&M), Labor Hour (LH) etc.). In the case of Indefinite Delivery contracts, also indicate specific type (i.e., Requirements, Definite Quantity, and Indefinite Quantity).

g) Awarded price/cost. (If the offeror, or its proposed major subcontractor, was responsible for only a portion of the tasks performed under the referenced contract, then the total price/cost should only include the price/cost of work performed by the offeror or its proposed major subcontractor.)

h) Final (or, if work is ongoing, projected final) price/cost. (If the offeror, or its proposed major subcontractor, was responsible for only a portion of the tasks performed under the referenced contract, then the final price/cost should only include price/cost paid or to be paid for work performed by the offeror or its proposed major subcontractor.)

i) Final (or, if work is ongoing, projected final) delivery schedule, including dates of start and completion of work. If the final delivery schedule was adjusted due to delays caused by the offeror, provide information about and reason for such delay.

The offeror shall provide a brief description of the tasks performed or objectives achieved for each referenced contract and indicate, by narrative explanation or a chart or table, tasks performed under the referenced project that were identical or similar to tasks required by the Solicitation.

The offeror shall provide copies of any cure notices or show cause letters received with respect to recent, relevant contracts of the offeror or any proposed major subcontractor (whether or not the effort was identified as one of the referenced past performance contracts) and describe any corrective action implemented by the offeror (or proposed major subcontractor). The offeror shall indicate if any recent, relevant contract (whether or not the effort was identified by the offeror as a Past Project) has been terminated for cause or default and describe the circumstances of the termination.

If an offeror provides past performance information of a proposed major subcontractor for evaluation, then the offeror must also provide information about which Solicitation tasks will be performed by the proposed major subcontractor. Only past performance information for major subcontractors that is relevant to the tasks to be performed by that proposed major subcontractor during Contract performance will be considered in determining the performance confidence rating of an offeror.

New corporate entities without any relevant past performance may submit past performance information for proposed key personnel. However, the offeror must provide specific detail about the role performed by such personnel in the projects for which past performance information is provided, and about the proposed role to be performed by such personnel as key personnel under the contract awarded pursuant to the Solicitation. Letters of commitment shall be included in the proposal for persons not yet employed by the offeror (or its proposed major subcontractors) in order for past performance of such persons to be considered.

Section IV – Price.

Price information shall be confined to the Price Section of the proposal and shall not be included in any other section. The Price Section shall consist of the labor category for each of the Key Personnel positions, along with the estimated hours, fully burdened hourly rates, and extended prices. The Price Section shall also include details of Other Direct Costs, including travel (which will be reimbursed in accordance with the judiciary travel regulations) and training materials.

Section V – Solicitation, Offer and Award Documents, Certifications and Representations:

TBD

Section M – Evaluation Factors for Award

M-1 Basis for Award The judiciary intends to award a contract to the responsible offeror providing a proposal that conforms to the requirements of the Solicitation, which is determined to represent the best value to the judiciary on the basis of the following evaluation factors:

· Factor 1 – Technical Approach & Sample Curriculum

· Factor 2 – Corporate Capability

· Factor 3 – Past Performance

· Factor 4 – Price

In determining the best value, Technical Approach & Sample Curriculum, Corporate Capability and Past Performance are of equal importance and, when combined, are significantly more important than Price. The judiciary may make trade-offs between technical excellence and price when determining which proposal offers the best value. Trade-offs will be based on the judiciary's assessment of whether the technical excellence offered provides added value, added capability, and/or reduced risk to the judiciary. The importance of price in the evaluation will increase with the degree of equality of the technical proposals or when the price is so significantly high as to diminish the value of the technical superiority.

Revised 12/30/15 Page 16