Attachment F - Corporate Experience Template.docx
DOCX document 26 KB Posted
- Attached to
- Employee Assistance Program and Work-Life Services Federal contract opportunity
- Solicitation number
- 2031JW24Q00002
About this file
This document contains a template for submitting corporate experience examples in response to solicitation number 2031JW24Q00002 from the Department of the Treasury Office of the Comptroller of the Currency seeking an Employee Assistance Program and Work-Life Services. The template requests information on two previous contracts including the awarding agency, points of contact, program title, contract number, value, period of performance, type of contract, number of users or participants, overview of services provided, and descriptions of corporate experience and capabilities related to staffing, management, and lessons learned. Quoters are to address their technical capacity, key personnel qualifications, management of confidential records and IT security compliance, and corrective actions taken to remedy past issues or risks.
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SF 30 A0001_2031JW24Q00002_QandA Release.pdf | ||
| Attachment E - QandA Worksheet_Government.pdf | ||
| Attachment G - Technical Evaluation Template.docx | DOCX document | |
| 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 B - OCC Utilization Report.pdf | ||
| Attachment E - QandA Worksheet.xlsx | XLSX spreadsheet |
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Text version
ATTACHMENT G – CORPORATE EXPERIENCE TEMPLATE
Corporate Experience Example (#1)
Awarding Agency:
Agency’s POC/COR Name:
Agency’s POC/COR Number:
Agency’s POC/COR Email:
POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):
Program/Project Title:
Contract number:
Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC) if applicable:
Contract annual value:
Contract total ceiling value:
Period of performance (month and year, including beginning and end dates):
Contract type(s) (e.g., FFP, FFUP, LH, Cost, T&M, Combined):
Volume of users, participants, members:
Project Description and Overview
Description of the organizational structure and experience(s) of work performed including the services provided tasks, activities, counseling services, reporting, website accessibility, employee assisted services, and associated deliverables. The corporate experience record identified above shall be relevant in terms of size (e.g., participant volume), scope (e.g., employee assistance services, programs, and work-life balance support), and complexity (e.g., federal agency Customer, user/viewer capacity, family access, varying services) per the RFQ. Quoters are to describe project success, performance activities, end-user experiences, and timeliness of meeting services and reporting requirements, while remaining compliant in confidentiality and security requirements.
Capability Based on Staffing/Personnel, Management Experience, and Lessons Learned
Description of the Quoter’s EAP and WLS experience in terms of: 1) technical capability and capacity; 2) staffing resources and key personnel qualifications; 3) management and safeguarding of confidential records and maintaining IT security compliance; and 4) lessons learned from issues, challenges or risks experienced, as well as the corrective actions taken to remedy and overcome the issues.
Corporate Experience Example (#2)
Awarding Agency:
Agency’s POC/COR Name:
Agency’s POC/COR Number:
Agency’s POC/COR Email:
POC #2 (e.g., Contracting Officer; optional) (name, current telephone number, and email address):
Program/Project Title:
Contract number:
Contract vehicle type (e.g., IDIQ, GSA Schedule, BPA, GWAC) if applicable:
Contract annual value:
Contract total ceiling value:
Period of performance (month and year, including beginning and end dates):
Contract type(s) (e.g., FFP, FFUP, LH, Cost, T&M, Combined):
Volume of users, participants, members:
Corporate Experience Project Overview
Description of the organizational structure and experience(s) of work performed including the services provided tasks, activities, counseling services, reporting, website accessibility, employee assisted services, and associated deliverables. The corporate experience record identified above shall be relevant in terms of size (e.g., participant volume), scope (e.g., employee assistance services, programs, and work-life balance support), and complexity (e.g., federal agency Customer, user/viewer capacity, family access, varying services) per the RFQ. Quoters are to describe project success, performance activities, end-user experiences, and timeliness of meeting services and reporting requirements, while remaining compliant in confidentiality and security requirements.
Capability Based on Staffing/Personnel, Management Experience, and Lessons Learned
Description of the Quoter’s EAP and WLS experience in terms of: 1) technical capability and capacity; 2) staffing resources and key personnel qualifications; 3) management and safeguarding of confidential records and maintaining IT security compliance; and 4) lessons learned from issues, challenges or risks experienced, as well as the corrective actions taken to remedy and overcome the issues.
Employee Assistance Program and Work-Life Services RFQ #2031JW24Q00002 Page 1 | 4
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