Attachment 4_CLE Oral Presentation and Demo Script.pdf
PDF 118 KB Posted
- Attached to
- AOUSC CLE Accreditation Services
- Solicitation number
- USCA24R0082
- Issued by
-
Administrative Office of the U.S. Courts
About this file
This document is an attachment related to a federal contract opportunity for Continuing Legal Education (CLE) accreditation services. The attachment contains an oral presentation script and live demo script that offerors must present as part of the technical proposal.
The oral presentation script outlines requirements for the offeror to describe their process for assisting with CLE administration, reviewing course materials, providing feedback, preparing and submitting CLE applications, communicating with jurisdictions, monitoring application status, and maintaining a web-based CLE platform. The live demo script requires the offeror to demonstrate the platform's functionality for tracking CLE applications and payments, invoicing, generating CLE documentation, reporting attendance, providing analytics, managing content, supporting multiple content formats, and offering 24/7 customer support.
The related federal contract opportunity is solicitation USCA24R0082 for AOUSC CLE Accreditation Services, issued by the Administrative Office of the U.S. Courts. The solicitation is unrestricted and not set aside for small businesses. Proposals must be submitted electronically by the due date.
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Text version
USCA24R0082
Attachment 4 – CLE Oral Presentation & Live Demo Script
Factor 1 – Technical Approach:
Oral Presentation Script
The offeror shall present their process for the following regarding the required CLE accreditation services:
1. Describe how the event manager shall assist in the CLE administration, application submission process and provide support as needed.
2. Describe how the offeror will review all course/training materials, which will be provided to the contractor by the government.
3. Describe how the offeror will provide feedback informing the government if the course/training materials meet the CLE accreditation requirements.
4. Describe how the offeror will prepare and submit for the continuing legal education (CLE), in the applicable jurisdictions, for in-person, OnDemand and/or live online course delivery formats.
5. Describe how the offeror will prepare all application packages for submission to applicable states/jurisdictions.
6. Describe how the offeror will communicate with the states/jurisdictions on behalf of the government to gain approvals.
7. Describe how the offeror will monitor the application status (submitted, pending, approved and/or denied) of the course/materials seeking accreditation. Also, notify the government of a change in status.
8. Describe how the offeror will maintain the status of all CLE applications via a web-based platform.
CLE Platform Live Demonstration Script:
The offeror shall demonstrate their web-based CLE platform’s ability to provide the following functionalities:
Functionality Demonstrate 1 CLE Application and
Application Payment Tracking: Track CLE application status, payment, and approved credits for each program according to the requirement by state.
Demonstrate capability of tracking which CLE applications and payments have or haven’t been submitted, the status of each application in the approval process. Demonstrate how the vendor shall notify the government of issues with state applications or payments.
2 CLE Monthly Invoicing:
Reconcile monthly CLE financial transactions by program and by state.
Demonstrate CLE platform capability to track monthly financial CLE activity.
3 CLE Info Sheet, Certificate/Verification of Attendance and Survey Generator: Prepopulate CLE credits approved by state on a CLE Information sheet form and generate a Certificate of Attendance or Verification of Attendance form for deployment to approved attorneys after each program.
Demonstrate the:
a. CLE credit approval by state,
b. how to upload attendee’s data (using
CVENT registration list – CSV or Excel file),
c. generate CLE Info sheet with approved credits by state per program,
d. generate Certificate (or Verification) of Attendance form,
e. and an example of how to send a CLE certificate of attendance or verification of attendance, CLE information sheet and survey.
4 Attendance Reporting and Tracking: Track the attendance of each participant and generate reports verifying attorney attendance by program and deployment of required forms/post program information to each attorney.
Demonstrate the attendance tracking functionality by displaying the attendance tracking dashboard and/or features and generate an attendance report by program and attorney for export.
5 User Analytics: Gain insights into CLE course performance with the platform’s analytics tools.
Demonstrate the analytics dashboard, highlighting metrics such as course completion rates, state CLE fees paid and due
6 Comprehensive Custom Reporting: Detailed analytics and reporting tools to monitor progress and outcomes that can be custom generated and exported from the platform in a CSV or Excel spreadsheet.
Demonstrate how to set up and generate a custom report for a single program, as well as a custom report compiling the performance of all CLE programs in a year
7 Content Library: Store and manage all CLE content and digital assets in within the platform.
Demonstrate the content library, asset storage space allotment, bulk downloading assets and how to query and organize materials by category, course name or year.
8 Multi-format Content Delivery: Supports various content formats, including images, text documents, PowerPoint presentations, PDFs and spreadsheets)
Demonstrate uploading, storing, and exporting assets in the following formats: MS Excel .xls/.xlsx/.csv, Word .doc/.docx, .ppt, .pptx, PDF, .txt, jpg
9 Customer Support: The government requires 24/7 customer support and access to a comprehensive knowledge base to help government staff account users at any time.
Demonstrate how to report an issue accessing the platform or a key feature of the platform due to a system failure or security breach. Then demonstrate the vendor’s response to a critical moderate and minor issue.
10 Customer Support: The government requires 24/7 customer support and access to a comprehensive knowledge base to help government staff account users at any time.
Demonstrate how to access resources to help staff learn how to use the platform and various features as outlined in the SOW
File details come from the government source that posted it. Updated .