Attachment+1-Scope+of+Work.xlsx

XLSX spreadsheet 31 KB Posted Jun 28, 2024

Attached to: Culture Training
Solicitation number: 112-2482
Issued by: Burleigh County, Bismarck City, North Dakota

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Written by GovTribe AI · Jun 29, 2024

The provided document is an Attachment to a Request for Proposal (RFP) from the State of North Dakota for a behavior-based leadership training program. The State is seeking a qualified vendor to provide the training, which must include experience in positively impacting culture, achieving goals/outcomes through people-first approaches, engaging leadership, and ensuring maximum participation and interaction. The vendor must describe their proposed curriculum, training materials, and ability to coordinate onsite training in Bismarck, ND in Fall 2024. The vendor must also provide resumes for key personnel, details on their company and any subcontractors, and three references for similar projects.

The State will evaluate proposals based on the vendor's solution (70% of total score) and their background (10% of total score). Vendors must acknowledge the contract terms provided in the RFP. Pricing details are not included in this document, but the vendor must confirm that all costs are accounted for in their cost proposal. The State reserves the right to invite the awarded vendor to provide additional training or services in the future.

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File	Type	Posted
Solicitation+Amendment+1.docx	DOCX document	Jun 28, 2024
Culture+Training+RFP.docx	DOCX document	Jun 28, 2024
Attachment+2-Cost+Proposal.xlsx	XLSX spreadsheet	Jun 28, 2024

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2.3 SOLUTION & EXPERIENCE

2.3	SOLUTION & EXPERIENCE
Offerors must provide a full response to each item number without cross referencing other sections of the proposal. Offerors must use the table format and maintain numbering provided by the STATE to respond to each item number. Attachments, documents, or samples must be clearly referenced where in the response they can be found in the applicable item number.
No.
1	Offeror must describe in detail their experience and background in providing behavior based training to positively impact culture.
	Offeror Response:

2	Offeror must describe in detail their experience and background in providing training that is people-first while also achieving goals/outcomes.
	Offeror Response:

3	Offeror must describe in detail their experience and background in providing behavior based training that engages leadership to consider the impact of their behavior on culture, morale, and outcomes.
	Offeror Response:

4	Offeror must describe in detail their approach to ensure maximum participation and interaction.
	Offeror Response:

5	Offeror must describe in detail their proposed curriculum for behavior based onsite train the trainer program.
	Offeror Response:

6	Offeror must describe in detail their proposed training materials for the trainings.
	Offeror Response:

7	Offeror must acknowledge that all materials developed for the STATE are the property of the STATE.
	Offeror Response:

8 Additional Services Offeror is invited to describe in detail their capability to provide the STATE with additional services such as, but not limited to:

	a. Consulting
	b. Curriculum development,
	c. Web based support or surveys
	d. Any services the Offeror would like to propose.
	Offeror Response:
	a.
	b.
	c.
	d.
9	Offeror must describe in detail their plan to provide the onsite training in fall 2024.
	Offeror Response:

10	Offeror must acknowledge that the training will be held on-site in Bismarck, ND.
	Offeror Response:

11	Offeror must describe in detail the level of support needed from the STATE to assist in the coordination of onsite training (i.e. staff availability, work space, and meeting rooms).
	Offeror Response:

12	Offeror must acknowledge that any changes in personnel during the execution of a SOW must be approved by the STATE and shall require formal written approval. Additionally, replacement personnel must have comparable training, experience and ability as the person originally proposed for the job.
	Offeror Response:

13	Offeror must acknowledge that all travel expenses will be included in any SOW.
	Offeror Response:

14	Offeror must acknowledge that the Awardee may be invited by the STATE to provide additional training/services to the STATE.
	Offeror Response:

15	Offerors are invited to propose anything additional that they feel should be included to achieve the goals of the STATE.
	Offeror Response:

16	Offeror must acknowledge that ALL costs are included in the cost proposal and be clearly defined in Cost Proposal Attachment 2. This includes any items that are optional. If the cost is not clearly defined in the Cost Proposal then that feature, item, etc. is included as a part of the solution at no cost.
	Offeror Response:

	Personnel
17	The Offeror must provide resumes for all key personnel of the Offeror who will be involved in providing the goods and/or services contemplated by this Section. The personnel listed must be the people that will perform/provide goods and services for the STATE. The following information must be included in the resumes:
	a. Full name,
	b. Role,
	c. Education including degrees, relevant certifications and the institution from which they were obtained,
	d. Years of experience and employment history particularly as it relates to this Section,
	e. Description of the type of work the individual shall perform,
	f. A detailed description of relative experience in the items listed in this Section.
	Offeror Response: (add rows for additional key personnel)
	a.
	b.
	c.
	d.
	e.
	f.
18	If the Offeror is proposing any subcontractors, Offeror must provide resumes for all subcontractors who will be involved in providing the goods and/or services contemplated by this Section. The personnel listed must be the people that will perform/provide goods and services for the STATE. The following information must be included in the resumes:
	a. Company Name,
	b. Full name,
	c. Role,
	d. Education including degrees, relevant certifications and the institution from which they were obtained,
	e. Years of experience and employment history particularly as it relates to this Section,
	f. Description of the type of work the individual shall perform,
	g. A detailed description of relative experience in the items listed in this Section.
	Offeror Response: (add rows for additional personnel)
	a.
	b.
	c.
	d.
	e.
	f.
	g.
19	Offeror must list and describe in detail similar work they have performed sought by this RFP.
	Offeror Response:

20	Offeror must provide three (3) references for similar projects. The Offeror must include the following contact information for each reference:
	a. person's name,
	b. telephone number, and
	c. e-mail address.
	d. A narrative of the project
	e. Project size
	The Offeror must verify the accuracy of all contact information.
	The STATE reserves the right to contact other state and local government agencies and entities regarding engagements they may have had with the Offeror’s company in the past, in addition to the references provided in the proposal.
	Reference checks shall be completed on Offeror who are determined to be reasonably susceptible for award. The STATE will factor information received during the reference checks into the evaluation scoring.
	Offeror Response:
	Reference 1
	a.
	b.
	c.
	d.
	e.
	Reference 2
	a.
	b.
	c.
	d.
	e.
	Reference 3
	a.
	b.
	c.
	d.
	e.
21	Offeror must provide one (1) reference for a similar project for every proposed subcontractor. The subcontractor must include the following contact information for each reference:
	a. person's name,
	b. telephone number, and
	c. e-mail address.
	d. A narrative of the project
	The Offeror must verify the accuracy of all contact information.
	The STATE reserves the right to contact other state and local government agencies and entities regarding engagements they may have had with the Offeror’s company in the past, in addition to the references provided in the proposal.
	Reference checks shall be completed on Offerors who are determined to be reasonably susceptible for award. The STATE will factor information received during the reference checks into the evaluation scoring.
	Offeror Response:
	Reference 1
	a.
	b.
	c.
	d.
	Contract and Schedule
22	The Awardee shall be required to sign a contract substantially similar to the contract attached to this RFP (Attachment 3). Offeror must acknowledge that the STATE and the awarded Offeror will execute one contract for the services necessary to deliver the proposed solution.
	Offeror must acknowledge that they have reviewed the contract – Attachment 3.
	Offeror also must acknowledge that the proposal includes a copy of the contract – Attachment 3 completed according to the instructions in the attachment. Per the instructions in Section Three – Proposal, Subsection 3 Contract Provisions of the RFP.
	Offeror Response:

2.4 OFFEROR INFORMATION

2.4	OFFEROR INFORMATION
Offerors must provide a full response to each item number without cross referencing other sections of the proposal. Offerors must use the table format and maintain numbering provided by the STATE to respond to each item number. Attachments, documents, or samples must be clearly referenced where in the response they can be found in the applicable item number.

No.
23	Offeror must describe in detail the following:
	a. Account representation and
	b. Process for handling customer inquiries and response time.
	Offeror Response:
	a.
	b.
24	Offeror must provide information on the point of contact for questions relating to the proposal:
	a. name,
	b. title,
	c. phone number,
	d. e-mail address
	Offeror Response:
	a.
	b.
	c.
	d.
25	Offeror must provide a narrative of the dedicated contract representative and include:
	a. name,
	b. title,
	c. phone number,
	d. e-mail address
	Offeror Response:
	a.
	b.
	c.
	d.
26	The Offeror must provide the following general background information:
	a. Name, address, telephone number, fax number and e-mail address of the Offeror including all d/b/a’s or assumed names or other operating names of the Offeror and any local addresses and phone numbers.
	b. Number of years in business.
	c. The location(s) including address and telephone numbers of the offices and other facilities that relate to the Offeror’s performance under the terms of this RFP
	Offeror Response:
	a.
	b.
	c.
27	Offeror must indicate if they intend to use subcontractors, the offeror must identify in the proposal the names of the subcontractors and the portions of the work the subcontractors will perform.
	Offeror must provide a statement that the offeror will ensure that the subcontractor has or will obtain any required licenses and registrations, including registration with the North Dakota Secretary of State.
	Offeror Response:
35	Offeror must indicate if they are submitting a proposal as a joint venture, offeror must submit a copy of the joint venture agreement that identifies the parties involved and its rights and responsibilities regarding performance and payment.
	Offeror Response:
36	Assigned contract representatives may be required to meet with the STATE on a regular basis, or when deemed necessary. The STATE may also require other support staff or team members identified on bidder’s escalation lists to be available for these meetings. Please verify that your company can and will make these staff members available to meet with the STATE, given adequate notice.
	Offeror Response:

PROPOSAL EVALUATION WORKSHEET

The proposal evaluation worksheet will to be used by evaluators in scoring responsive technical proposals. STATE has assigned each evaluation criterion and the relative weight. A worksheet used in the evaluation process is included in the procurement file.

INSTRUCTIONS FOR EVALUATORS: STATE has assigned each evaluation criterion a specific number of points. The questions under each evaluated area help you measure the quality of the offeror’s response. Do not assign points to individual questions: instead, award a total score for each evaluation criterion. Make a brief comment and give the initial score of the proposal evaluation worksheet.

CONFLICT OF INTEREST: Each evaluator must review the list of offerors submitting proposals and determine if they or any immediate family members have a conflict of interest with regard to an offeror, in accordance with N.D.A.C. § 4-12-04-04. By signature on a proposal evaluation worksheet, evaluator is confirming no conflict of Interest exists with the offeror being evaluated. N.D.A.C. § 4-12-04-04 Link - http://www.legis.nd.gov/information/acdata/pdf/4-12-04.pdf

RATING SCALE FOR ASSESSING OFFEROR RESPONSES: STATE intends this rating scale to establish guidelines within that range to ensure members of the RFP evaluation committee perform their evaluation with consistency. You may assign any value for a given criteria from 0 to the maximum number of points. A zero value typically constitutes no response or an inability of the offeror to meet the criterion. In contrast, the maximum value should constitute a high standard of meeting the criterion.

EVALUATION WORKSHEET INSTRUCTIONS FOR EVALUATORS: RATING SCALE: STATE intends this rating scale to establish guidelines within that range to ensure members of the RFP evaluation committee perform their evaluation with consistency. You may assign any value for a given criteria from 0 to the maximum number of points. A zero value typically constitutes no response or an inability of the offeror to meet the criterion. In contrast, the maximum value should constitute a high standard of meeting the criterion

EXAMPLE: “Product Support, Customer Service, Experience and Qualifications” is an evaluation criterion receiving a maximum of 20 possible points. The rating scale would be as follows:

EXAMPLE RATING SCALE (20 POINT Maximum)
POINT VALUE	EXPLANATION
0	None - Not addressed or response of no value
1-5	Fair - Limited applicability
6-10	Good - Some applicability
11-15	Very Good - Substantial applicability
16-20	Excellent - Total applicability

COST PROPOSAL: Offerors are required to submit cost proposals as directed in the RFP. The pricing will not be disclosed to the evaluation committee until after the initial evaluation of proposals is completed.

PROPOSAL EVALUATION WORKSHEET

TECHNICAL PROPOSAL EVALUATION CRITERIA AND SCORING

RFP Number and Title

Name of Offeror

Name of Evaluator

Date

SECTION A: SOLUTION

SEVENTY (70) of the total possible evaluation points will be assigned to this criterion.

RATING SCALE
POINT VALUE	EXPLANATION
0	None - Not addressed or response of no value
1-20	Fair - Limited applicability
21-35	Good - Some applicability
36-50	Very Good - Substantial applicability
51-70	Excellent - Total applicability

IMPORTANT. Proposals will be evaluated against Proposals will be evaluated against the overall response to the table in Section 3.1 Solution. Do not assign points to individual questions, instead, award a total score for each evaluation criterion. Evaluators must provide comments to support scoring.

SECTION B: OFFEROR BACKGROUND

TEN (10) of the total possible evaluation points will be assigned to this criterion.

RATING SCALE
POINT VALUE	EXPLANATION
0	None - Not addressed or response of no value
1-3	Fair - Limited applicability
4-6	Good - Some applicability
7-8	Very Good - Substantial applicability
9-10	Excellent - Total applicability

IMPORTANT. Proposals will be evaluated against Proposals will be evaluated against the overall response to the table in Section 3.2 Offeror Background. Do not assign points to individual questions, instead, award a total score for each evaluation criterion. Evaluators must provide comments to support scoring.

CRITERION	MAX POINTS	SCORE
A. Solution	70	0
B. Offeror Background	10	0
TOTAL TECHNICAL PROPOSAL EVALUATION SCORE		0

File details come from the government source that posted it. Updated Jun 29, 2024.