Attachment A - Scope of Work.pdf

4050 Esplanade Way Tallahassee, FL 32399-0950

Ron DeSantis, Governor Pedro Allende, Secretary

ATTACHMENT A

SCOPE OF WORK

FOR

PROJECT MANAGEMENT PROFESSIONAL

EXAM PREPARATION TRAINING AND TESTING

SERVICES

DMS-24/25-245

THE STATE OF FLORIDA

DEPARTMENT OF MANAGEMENT SERVICES

TABLE OF CONTENTS

SECTION 1. SCOPE OF WORK

SECTION 2. PAYMENT

SECTION 3. PERFORMANCE METRICS

SECTION 4. DELIVERABLES AND FINANCIAL CONSEQUENCES

ITB No.: DMS-24/25-245 Project Management Professional Exam Preparation and Testing Services Page 2 of 7

SECTION 1. SCOPE OF WORK

The Contractor shall provide the Department of Management Services (Department) with a comprehensive preparatory program for the Project Management Institute (PMI®) Project Management Professional® (PMP®) certification and all other requirements set forth in this Attachment A – Scope of Work. Additionally, the Contractor shall maintain: 1) a PMI® Authorized Training Partner (ATP) status throughout the life of the purchase order(s) issued pursuant to the Contract and 2) a current and active registration with the Florida Department of State, Division of Corporations.

1.1 Definitions:

“Business Day” refers to Monday through Friday, inclusive, except for those holidays specified in section 110.117, F.S., from 8:00 a.m. to 5:00 p.m., Eastern Time.

“Class” refers to the synchronous PMP® comprehensive preparatory instruction provided by the Contractor on specific dates to students designated by the Department pursuant to section 1.3 below.

“Contract” refers to the written agreement between the Department and the Contractor resulting from Invitation to Bid No. DMS-24/25-245 – Project Management Professional Exam Preparation Training and Testing Services.

“Contract Manager” refers to the representative designated by the Department who will oversee all aspects of the Contract, ensure that performance expectations are met, and who will serve as the primary point of contact for the Contractor.

“Program” refers to the overall PMP® comprehensive preparatory classes that are provided by the Contractor, as well as the examination and re-examination, and additional online training resources provided.

“Purchase Order” refers to the written document issued to the Contractor by the Department authorizing the delivery of classes and setting forth the specific dates for such classes.

“Student” refers to a State employee participant in the program.

1.2 Program Requirements

1.2.1. The program shall be provided only to students assigned in writing by the Department’s Division of State Purchasing.

1.2.2. The program shall be taught by an instructor who holds a current PMP® certification.

1.2.3. The program shall meet all criteria set forth in the PMI® Authorized Training Program

(ATP).

1.3 Class Requirements

1.3.1. The Department intends to order a minimum of four classes per fiscal year (July 1 –

June 30). Class size will be a minimum of twenty (20) students, not to exceed thirty

(30) students. The Contractor shall ensure that each 35-hour class meets all requirements established by the PMI® ATP.

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1.3.2. The Department will communicate in writing the final class roster to the Contractor one week prior to the start date of class. In the event that an enrolled student is unable to participate in the class after the final class roster has been provided to the Contractor, the Department reserves the right to replace the disenrolled student with another student at no additional cost.

1.3.3. The Contractor is required to provide all relevant training materials at the beginning of each class and equipment necessary to effectively facilitate the class.

1.3.4. The classes must have sign-in sheets for each class day, provided and administered by the Contractor. Additionally, at the conclusion of each class, the Contractor will provide students with an evaluation that will assess, at a minimum, student’s satisfaction with the class materials, course content, and instructor’s performance.

Within one (1) business day of class conclusion, the Contractor will provide an electronic copy of each course evaluation and sign-in sheet to the Department’s Contract Manager.

1.3.5. The Department will provide the classroom location for in-person classes at no cost to the Contractor. All classes shall be a 35-hour instructor-led synchronous in-person class in a classroom setting at a location provided by the Department. All classes will be facilitated at a location in Tallahassee, Florida, with the option of one class per year being facilitated in a different Florida city at the Department’s discretion. In the event a class is located in an area affected by a Governor-declared emergency, a synchronous, instructor-led program in an online setting may be conducted with prior written approval from the Department. The Contractor shall provide its own software for any online, synchronous classes. Contractor’s pricing, as set forth on Attachment B – Price Sheet, is all-inclusive of all items outlined in this Attachment A – Scope of Work.

1.3.6. Each 35-hour class must meet all requirements established by the PMI® Authorized Training Program (ATP). Each class must include a minimum of two (2) 15-minute breaks daily and a one-hour lunch break daily. Classes shall begin at 8:00 am and conclude at 5:00 pm ET each day until the 35-hour PMP® education/training requirement is satisfied. The Department will ensure that instructors have access to the training facility 30 minutes prior to 8:00 am ET and 30 minutes past 5:00 pm ET each class day. Contractor shall ensure students receive a certificate of completion within three (3) business days of class completion.

1.3.7. The Contractor shall ensure that each class is taught by an instructor who holds a current PMP® certification.

1.3.8. Students will be required to take their exam within 30 calendar days of class completion, unless there are no available appointments at the designated testing center. A student that does not pass the exam on his or her first attempt will be required to take a re-examination within 30 calendar days of the student’s first attempt.

Students who are unable to schedule an exam at a designated testing center by the aforementioned deadlines must contact the Department’s Contract Manager to request an allowable extension.

1.3.9. The Contractor shall notify the Department’s Contract Manager in writing giving at least 5 business days’ notice prior to the start of class if the Contractor needs to reschedule or cancel class.

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1.3.10. Student Materials and Examination:

The Contractor shall provide the following for each student prior to or during class:

1.3.10.1. Course materials designated by the PMI® Authorized Training Program

(ATP).

1.3.10.2. Latest edition of the Project Management Body of Knowledge (PMBOK)® Guide in print .

1.3.10.3. Any other classroom supplies required to effectively administer the course.

1.4 Online Training Requirements

The Contractor will provide the following for each student:

1.4.1. Access to a minimum of two hundred (200) exam practice questions that track the individual student’s progress and identify knowledge areas that the student needs to improve and any additional online PMP® training materials for a minimum period of sixty (60) calendar days beginning upon class completion.

1.5 Examination Requirements

The Contractor shall provide the following for each student:

1.5.1. The cost of one (1) initial PMI® PMP® examination. Payment for the examination will be made directly from the Contractor to the Project Management Institute on behalf of the student.

1.5.2. The cost of one (1) PMI® PMP® re-examination fee if the student did not pass the initial examination. Payment for the re-examination will be made directly from the Contractor to the Project Management Institute on behalf of the student.

1.5.3. The cost of one (1) PMI® annual membership. Payment for the membership will be made directly from the Contractor to the Project Management Institute on behalf of the student.

1.6 Reporting

The Contractor shall provide a quarterly report on all students who participated in each class and will include the following information: student names and whether they passed the exam Above Target, Target, or Below Target. This report shall be submitted to the Department’s Contract Manager by the following deadlines:

• Quarter 1 - October 31 (to reflect data captured July 1 to September 30)

• Quarter 2 - January 31 (to reflect data captured July 1 to December 31)

• Quarter 3 - April 30 (to reflect data captured July 1 to March 31)

• Quarter 4 - July 31 (to reflect data captured July 1 to June 30)

SECTION 2. PAYMENT

1. Invoices and all supporting documentation shall be submitted to the Department within thirty

(30) calendar days of the conclusion of each class.

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2. The Contractor will receive payment for each class authorized by a purchase order at the rate provided in Attachment B, Price Sheet, to the Contract.

3. Upon submission of a complete invoice, the Contractor will receive payment per class plus the cost of additional students for any classes with more than 20 students, as provided in Attachment B, Price Sheet. A complete invoice shall include the following information for each class:

a. Evidence of payment to PMI® for PMI® PMP examination fee for each student;

b. Evidence of payment to PMI® for PMI® PMP re-examination fee (if applicable) for each student; and

c. Evidence of payment to PMI® for PMI® annual membership fee for each student.

SECTION 3. PERFORMANCE METRICS

1. The Contractor shall provide the Department’s Contract Manager with written proof that the Contractor made payments to PMI® on behalf of the students identified by the Department.

Written proof of payment to PMI® is required for both the Contractor’s payment of each student’s PMI® annual membership fees and each student’s PMP® examination fee, as well as any participant re-examination fees where applicable.

2. The Contractor must receive an average Likert Scale rating of ‘Agree’, or better, for each class on the student evaluations provided by the Department, as it pertains to class materials, course content, and instructor performance, as outlined in Section 1.2.

SECTION 4. DELIVERABLES AND FINANCIAL CONSEQUENCES

Section Deliverables / Performance Metrics

Measurement Frequency

Financial Consequence for Non-Performance

1.2 Program

Requirements

The Contractor shall meet all criteria in accordance with section 1.2.2 by providing an annual list of instructors and PMP certification expiration dates.

Per class

Deduct 100% of total class cost from invoice if the instructor does not hold a current PMP certification.

1.3 Class

Requirements

The Contractor will conduct classes according to the hour requirements in section 1.3.1.

Per class Reduction of 5% of total class cost per class hour not met.

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1.3 Class

Requirements

The Contractor will provide the required class and course materials to each student in accordance with section 1.3.

Per class

Reduce invoice by 20% of overall cost for failure to provide complete course materials for each student.

1.3 Class

Requirements

The Contractor will provide a certificate of completion of 35 hours of Project Management education / training to each student within three (3) business days of class completion.

Per class

Reduce invoice by 5% per day that one or more students have not received their certificate of completion.

1.3 Class

Requirements

The Contractor will provide sign-in sheets and class evaluations within one (1) business day of class conclusion as described in section 1.3.

Per class

Reduce invoice by 5% per day that Contractor does not submit the sign-in sheets and class evaluations.

1.3 Class

Requirements

The Contractor will facilitate classes as scheduled per a Purchase Order or as rescheduled or cancelled per section 1.3.9.

Per class

Reduce invoices by 50% for each class rescheduled without prior written notice in accordance with section 1.3.9.

Reduce invoices by 100% for each class canceled and never rescheduled or held.

1.4 Online

Training Requirements

A minimum of sixty (60) days of access to online PMP® training as described in Section 1.4.

Per class

Reduce invoice by 20% of overall cost for failure to provide online training resources to each student.

1.4 Online

Training Requirements

For a minimum of sixty

(60) days of access, the Contractor will provide one or more online practice examinations collectively containing at least 200 questions in accordance with section 1.4.

Per class

Reduce invoice by 20% of overall cost for failure to provide online practice examinations to each student.

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1.5 Examination

Requirements

One (1) PMI® PMP® examination fee available to each student by the conclusion of the last day of the class.

Per student Reduce invoice by 5% of the overall cost for failure to pay for PMP examination fee.

1.5 Examination

Requirements

One (1) PMI® PMP® re-examination fee for each student that fails to pass the initial examination within three (3) business days of notification from the Department’s Contract Manager.

Per student, when applicable

Reduce invoice by 5% of the overall cost for failure to pay for PMP re-examination fee.

1.5 Examination

Requirements

Payment for one annual PMI® membership available to the student by the conclusion of the last day of the class.

Per student

Reduce invoice by 5% of the overall cost for failure to pay for PMI membership fee.

1.6 Reporting

The Contractor shall submit the required quarterly report prior to the deadlines outlined in Section 1.6.

Per quarter Reduce invoice by $250 on the following invoice.

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