Attachment 7 Provision 4-2.pdf

PROVISION 4-2 EVALUATION (JULY 2023)

a. General. The Postal Service will award a contract resulting from this solicitation to the offerors whose offers conforming to the solicitation are deemed best suited to provide the Postal Service the best quality, timeliness and other factors, as specified.

NOTE: THIS SOLICITATION IS FOR INDIVIDUALS ONLY. SUBMISSIONS FROM

COMPANIES OR CORPORATIONS WITH EMPLOYEES DESIGNATED TO PERFORM THIS

TYPE OF WORK WILL NOT BE CONSIDERED. SELECTED OFFERORS MUST PERFORM

ALL THE WORK ASSOCIATED WITH THE ASSIGNED TASK ORDER THEMSELVES.

A. Technical & Supplier Capability

Offeror capability is evaluated to determine an offeror's ability to perform upon award of a contract. This information will be used to assess the quality, experience, and resources of the offeror to perform. The USPS will evaluate the offeror’s demonstrated understanding of the various functional and technical requirements of the statement of work. The USPS will evaluate the degree to which the offeror’s approach will meet the requirements to provide, on an on-going basis, the services as detailed in the USPS statement of work.

The following Performance Evaluation Factors will be used in the evaluation of offers. Please read and answer all questions thoroughly.

1. The USPS does not award contracts to current USPS and other Federal employees.

Are you a current USPS or other Federal employee?

o Yes, currently employed o Yes, currently employed, but will be retired effective within 30 days of this solicitation close date o No, not currently employed with the USPS or other Federal Agency

2. Please select your highest education level:

o Master’s Degree or higher

• Type of Degree:

• Educational Institution:

• Date Awarded:

o Bachelor’s Degree

• Type of Degree:

• Educational Institution:

• Date Awarded:

o Associate Degree

• Type of Degree:

• Educational Institution:

• Date Awarded:

o Certification Program

Name:

Email Address:

• Type of Certification:

• Education Institution:

• Date Awarded:

o Currently enrolled in a College or Certification Program

• Type of Degree or Certification:

• Education Institution:

• Expected Graduation Date:

o No College or Certification

3. Required Equipment – Offeror must provide the following upon being offered a contract:

• Own workspace

• Computer with Windows 10 or higher operating system with at least 4 GB of memory

• Microsoft Office 2010 or higher software and WinZip software with password protection and encryption

• Adobe Acrobat Professional

• Fax machine or eFax

• Internet using DSL or broadband service and email account.

• Dedicated telephone line/number

• Document scanner (Adobe PDF software)

• Anti-Virus Protection for computer system

☐ By checking this box, you acknowledge that you have read the above required equipment list and agree that you will have all required equipment upon being offered a contract.

4. Offerors must have excellent computer skills.

Please select your level of experience with Microsoft Word:

o I have no experience in using Microsoft Word, but I am willing to learn.

o I have limited experience in using Microsoft Word. I have had exposure to Microsoft Word, but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience in using Microsoft Word across routine or predictable situations with minimal supervision or guidance.

o I have experience in using Microsoft Word independently across a wide range of situations. I have assisted others in using Microsoft Word. I seek guidance in using Microsoft Word only in unusually complex situations.

o I am considered an expert in using Microsoft Word. I advise and instruct others in using Word on a regular basis. I am consulted by my colleagues and/or supervisors in using Microsoft Word in unusually complex situations.

Please select your level of experience with Adobe Acrobat Professional:

o I have no experience in using Adobe Acrobat Professional, but I am willing to learn.

o I have limited experience in using Adobe Acrobat Professional. I have had exposure to Adobe Acrobat Professional, but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience in using Adobe Acrobat Professional across routine or predictable situations with minimal supervision or guidance. I know how to insert and extract pages, bookmark, paginate and redact in Adobe Acrobat Professional.

o I have experience in using Adobe Acrobat Professional independently across a wide range of situations. I have assisted others in using Adobe Acrobat Professional. I seek guidance only in unusually complex situations.

o I am considered an expert in using Adobe Acrobat Professional. I advise and instruct others in using Adobe Acrobat Professional on a regular basis. I am consulted by my colleagues and/or supervisors in using Adobe Acrobat Professional in unusually complex situations.

5. Offerors must have knowledge of statutes, regulations, current case law and administrative procedures as they relate to federal sector EEO complaints.

o I have no knowledge of statutes, regulations, current case law and administrative procedures as they relate to federal sector EEO complaints, but I am willing to learn.

o I have limited knowledge of statutes, regulations, current case law and administrative procedures as they relate to federal sector EEO complaints o I have a very good understanding statutes, regulations, current case law and administrative procedures as they relate to federal sector EEO complaints and have utilized this knowledge regularly o I am considered an expert in statutes, regulations, current case law and administrative procedures as they relate to federal sector EEO complaints

6. Offerors must have excellent organizational, and administrative skills, must be able to meet provided timelines.

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have regularly performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

7. Offerors must have the ability to determine who will be interviewed and what relevant documents and policies to be included.

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have regularly performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

8. Offerors must have the ability to develop affidavit questionnaires to acquire relevant testimony pertinent to the accepted claim and have the ability to summarize testimony and record evidence from complainants, witnesses and others, regarding relevant allegations.

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have regularly performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

9. Offerors must have the ability to create an electronic, objective report including comparative analysis, as applicable, ensuring all accepted issues are addressed, scope and depth of investigation are sufficient, and facts are adequately substantiated.

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have regularly performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

B. Past Performance

10. Describe your experience investigating employment discrimination and harassment complaints.

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have regularly performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

11. How would you rate your investigative experience including your skills in researching, problem solving, evidence/documentation collection, interviewing, affidavit/report writing, and critical thinking?

o I have no experience in performing this work behavior, but I am willing to learn.

o I have limited experience in performing this work behavior. I have had exposure to this work behavior but would require additional guidance, instruction, or experience to perform it at a proficient level.

o I have experience performing this work behavior across routine or predictable situations with minimal supervision or guidance.

o I have performed this work behavior independently across a wide range of situations. I have assisted others in carrying out this work behavior. I seek guidance in carrying out this work behavior only in unusually complex situations.

o I am considered an expert in carrying out this work behavior. I advise and instruct others in carrying out this work behavior on a regular basis. I am consulted by my colleagues and/or supervisors to carry out this work behavior in unusually complex situations.

C. Information

12. Availability: Are you able to complete a minimum of ten (10) cases a year? (Note:

This will not create a minimum ordering obligation by the Postal Service; rather, it is being asked to determine if you would have adequate availability to complete cases that may be assigned to you) o Yes, I have availability to complete 10 or more cases per year o No, I do not have availability to complete at least 10 cases per year, but can complete at least 5 cases per year o No, I do not have availability to complete at least 5 cases per year

13. If you have previously been a contractor or employee for NEEOISO explain the beginning and ending dates, the position title and why it ended.

Max 1000 Characters

14. If you have previously applied, please respond to the following.

o I applied and was not selected. Explain in detail how your qualifications/abilities have improved since then.

o I have previously attended the NEEOISO training program and did not pass.

Explain in detail what you have done since to improve your ability to pass the training.

o I have previously passed the class and did not successfully complete the initial new investigator cases. Explain in detail what you have done to improve the necessary skills to change that outcome.

15. How did you hear about this contracting opportunity?

a. Friend/Family/Acquaintance

b. Flyer

c. eMail Notification

d. INDEED.COM

e. SAM.GOV

f. Other

D. Questionnaire & Course Pre-work

In addition to the sections A. Technical & Capability Evaluation and B. Past Performance listed above, offerors must successfully complete and pass the following assignment:

i. The offerors will be given a pre-requisite sample case file and corresponding questionnaire that they must complete and submit by the given due date. The sample base file will consist of all the documents a normal base file would contain including the 2564-A Pre-Complaint, 2570 Counselor’s Report, 2565 Formal Complaint and

Max 750 Characters

Max 750 Characters

Max 750 Characters several supporting documents. The offeror is to review the base file thoroughly, familiarizing themselves with the contents, and then answer the questionnaire based on the sample file. They need to be sure to provide sufficient details in their questionnaire responses. They will be graded on the questionnaire and must earn a Minimally Acceptable* or higher in order to continue in the process.

Offerors who are successful in earning a high enough score on the 4.2 sections A, B, and D.i will then be assigned to do sections D.ii and D.iii below.

ii. The offerors who successfully earn a Minimally Acceptable* score on the sample file questionnaire will also be provided a scavenger hunt exercise. They will be provided with a folder with all the samples, templates, policies, etc., needed as an investigator, named the “Reference CD.” They will be provided a list of 10 documents to locate in the Reference CD folder and upload. This exercise will be graded and the applicants must earn a Minimally Acceptable* or higher in order to continue in the process.

iii. Successful offerors who meet the Minimally Acceptable* criteria on the base file questionnaire graded assignment, will also be provided a required eLearning course that includes the following topics:

a. A brief history of the EEOC

b. Relevant statutes and regulations that govern the EEO process

i. MD 110

ii. 29 C.F.R. Part 1614

iii. Title VII of the Civil Rights Act

iv. Age Discrimination in Employment Act

v. Equal Pay Act

vi. Rehabilitation Act

vii. Genetic Information Nondiscrimination Act

viii. Pregnancy Discrimination Act

c. The EEO Process and Timelines

i. Pre-Complaint Process

ii. Formal Complaint Process

d. Theories of Discrimination and their Prima Facie elements including:

i. Disparate Treatment

ii. Disability and Reasonable Accommodation

iii. Retaliation

iv. Harassment

e. Role of the Investigator

f. 10 question quiz at the end that must be completed

*Minimally Acceptable is currently 80%

E. Security Clearance

Offeror must be a U.S. citizen or have permanent resident alien status and successfully complete a background check and drug screening and must be able to obtain a sensitive security clearance.

F. EEO Investigator Skills Class

The final step is the EEO Investigator Skills Class. It is customary to award a contract if the offeror successfully passes the EEO Investigator Skills class. Currently, the EEO Investigator Skills class is a week and a half long class conducted via Zoom.

Please note, the USPS cannot reimburse offerors for any expenses associated with applying for and attending the EEO Investigator Skills class, including, but not limited to fingerprints, drug tests, etc., even in the event that an offeror does not complete the class successfully and thereby becomes ineligible for performing EEO Investigations.

The offeror, once a contract EEO Investigator, will be compensated based upon the stated pricing structure developed by NEEOISO, therefore the offeror will not be submitting Price Proposals.