DCF RFP 2324 107 UPDATED v35.pdf

PMT-05 1 Rev. September 30, 2024

STATE OF FLORIDA

DEPARTMENT OF CHILDREN AND FAMILIES

REQUEST FOR PROPOSAL

DCF RFP 2324 107

WORKFORCE LEADERSHIP DEVELOPMENT

AND BEHAVIORAL OUTCOMES TRAINING

PMT-05 2 Rev. September 30, 2024

TABLE OF CONTENTS

SECTION 1. INTRODUCTION

1.1 Purpose of the Procurement

1.2 Timeline of Events

1.3 Term of the Agreement

1.4 Procurement Officer and Communication

SECTION 2. SOLICITATION PROCESS

2.1 General Overview of the Process

2.2 Respondent Questions

2.3 Official Notices and Addenda

2.4 General Response Information

2.5 Public Records and Trade Secrets

2.6 Public Opening

2.7 Department’s Discretion

2.8 Protests

2.9 Supporting Documentation

SECTION 3. GENERAL CONTRACT INFORMATION

3.1 Composition of the Contract

SECTION 4. INSTRUCTIONS FOR RESPONDING TO THE SOLICITATION

4.1 How to Submit a Response

4.2 Response Structure

4.3 Content of the Financial Response

SECTION 5. THE SELECTION METHODOLOGY

5.1 Selection Criteria

5.2 Evaluation Phase Methodology

APPENDIX I: CERTIFICATE OF SIGNATURE AUTHORITY

APPENDIX II: RESPONDENT’S CERTIFICATIONS

APPENDIX III: VENDOR QUESTIONS

APPENDIX IV: SUBCONTRACTOR LIST

APPENDIX V: COST PROPOSAL

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SECTION 1. INTRODUCTION

1.1 Purpose of the Procurement

In accordance with Chapter 287, Florida Statutes (F.S.), the State of Florida, Department of Children and Families (Department), issues this Request for Proposals (RFP) to conduct a Needs Assessment and Gap Analysis for the six regions of the Department, and to work with the Department’s Training Team to develop and deliver an Annual Training Plan for Workforce Leadership Development and Behavioral Outcomes, which includes professional coaching, project management services, and the implementation of tailored training sessions.

The selected Respondent shall provide statewide consulting services and deliver trainings for the Department, including but not limited to, Program Administrators (PA), Operations Managers (OM), Family Navigators, and leadership. The desired outcome of the resulting Contract is to meet the specific needs of the Department’s six regions by prioritizing leadership development, cultural transformation, effective communication, and relationship building. Preference will be given to Respondents who align with the mission, vision, and values of the Department.

The selected Respondent shall provide commodities and contractual services that meets the requirements of the Department’s Standard Contract and Exhibits. Any Respondent interested in participating must comply with the terms of this solicitation. By responding to this solicitation, Respondents agree to all terms, conditions, and requirements herein.

The terms “Contract”, “agreement”, and “purchase order” may be interchangeably used throughout this document, all related attachments, exhibits, and referenced documents. These terms collectively refer to the services, terms, and conditions to provide the goods, services, and/or solution that meet the requirements of the Contract, between the Department and the selected Respondent.

1.2 Timeline of Events

The table below contains the Timeline of Events for this solicitation and contains the official solicitation dates and times. The dates and times listed as “Anticipated” within the Timeline, are subject to change. It is the responsibility of the Respondent to check for any changes on the Department of Management Services Vendor Information Portal (VIP). The Eastern time zone is in effect for all events listed in the timeline below, unless stated otherwise.

Activity Date Time Address Solicitation Advertised:

06/18/2025 N/A https://vendor.myfloridamarketplace.com/

Written Questions Deadline:

07/09/2025 2:00 PM See Section 1.4

Anticipated Department’s Answers to Questions:

08/18/2025 N/A https://vendor.myfloridamarketplace.com/

Response Deadline: 09/04/2025 10:00 am See Section 1.4 Public Response Opening:

09/04/2025 2:00 pm Computer, tablet, or smartphone:

https://meet.goto.com/SolicitationAdministration Phone:

Access Code: 687-621-357 United States (Toll Free): (866) 899-4679

- One-touch: tel:+18668994679, 687621357# United States: (571) 317-3116

- One-touch: tel:+15713173116, 687621357# https://vendor.myfloridamarketplace.com/ https://vendor.myfloridamarketplace.com/ https://meet.goto.com/SolicitationAdministration tel:+18668994679 tel:+15713173116

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Activity Date Time Address Video-conferencing room or system:

Meeting ID: 687-621-357 Dial in or type: 67.217.95.2 or inroomlink.goto.com Or dial directly: 687621357@67.217.95.2 or 67.217.95.2##687621357

Anticipated Posting of Award:

10/13/2025 N/A https://vendor.myfloridamarketplace.com/

1.3 Term of the Agreement

The anticipated start date of the resulting Contract is November 1, 2025. The anticipated duration of the Contract is three years. Renewal, if any, shall comply with §287.057(14), F.S.

1.4 Procurement Officer and Communication

The sole contact point for communication (which will only be accepted in writing) regarding this solicitation is:

Alicia Reifinger Procurement Officer Alicia.Reifinger@myflfamilies.com, and CC: hqw.procurement.team.activities@myflfamilies.com In accordance with §287.057(25) F.S., “Respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the 72-hour period following the agency posting the notice of intended award, excluding Saturdays, Sundays, and state approved holidays, any employee or officer of the executive or legislative branch concerning any aspect of this solicitation, except in writing to the Procurement Officer or as provided in the solicitation documents. Violation of this provision may be grounds for rejecting a Response.”

Any information received through an oral communication shall not be binding on the Department and shall not be relied upon by a Respondent. All emails to the Procurement Officer shall contain the solicitation number and title in the subject line and be sent to both email addresses listed above.

SECTION 2. SOLICITATION PROCESS

2.1 General Overview of the Process

Responses from responsible and responsive Respondents are eligible for evaluation. By submitting a Response, the Respondent agrees to each of the certifications listed in this solicitation unless otherwise indicated.

If the Department receives less than two (2) responsive Responses, the Department may negotiate on the best terms and conditions, pursuant to §287.057(6), F.S.

The Department may request Respondent presentations.

2.2 Respondent Questions

2.2.1 Respondent questions for which binding Department answers are desired must be sent to the email addresses provided in Section 1.4. Questions shall be received by the Procurement Officer on or before the dates and time specified in Section 1.2.

https://vendor.myfloridamarketplace.com/ mailto:hqw.procurement.team.activities@myflfamilies.com

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2.2.2 Respondents should read the solicitation and all attachments in whole prior to submitting questions.

2.2.3 The Department requests that all questions have the solicitation number in the subject line of the email.

2.2.4 The Departments requests all questions submitted at once, rather than in multiple communications.

2.2.5 The Department’s answers to written questions will be issued via an addendum and posted to VIP with this solicitation.

2.2.6 Questions are requested to be submitted on or in the same format as Appendix III, Vendor Questions.

2.2.7 It is the sole discretion of the Department to consider questions received after the written questions submission deadline.

2.2.8 The Department will not accept questions by telephone, postal mail, hand delivery, or fax.

2.2.9 Questions must include at minimum, the following information:

2.2.9.1 Vendor Name;

2.2.9.2 Section reference pertaining to question.

2.3 Official Notices and Addenda

All notices, decisions, intended decisions, addenda, and other matters relating to this solicitation will be posted on the VIP located at: https://vendor.myfloridamarketplace.com/

2.3.1 The Department reserves the right to modify this solicitation by addenda. Addenda may modify any aspect of this solicitation. Any addenda issued will be posted on the VIP.

2.3.2 The Department bears no responsibility for any resulting impacts associated with a Vendor’s failure to obtain the information made available.

2.4 General Response Information

2.4.1 Receipt of Responses

2.4.1.1 Responses shall be submitted to the Department electronically to the Procurement Officer and email addresses listed in Section 1.4. Responses must be received by the Procurement Officer no later than the date and time specified in Section 1.2. Responsibility for timely delivery rests with the Respondent. Respondents should fully acquaint themselves with all aspects of this solicitation to ensure the work is performed in accordance with the terms and conditions herein. No allowances will be made to the selected Respondent due to a lack of knowledge about conditions or requirements nor will the selected Respondent be relieved of any liabilities or obligations.

2.4.1.2 The electronic submission must comply with the following requirements:

2.4.1.2.1 The Response must be attached to the email. The Department will not log in to any websites or click on links due to security risks associated with this action.

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2.4.1.2.2 The Response must be free of malware. Any infection resulting to the Department’s systems shall be addressed to the Department’s satisfaction at the Respondent’s expense.

2.4.1.2.3 The software used to produce the electronic file must be Adobe portable document format (“pdf”), version 6.0 or higher.

2.4.1.2.4 The Department must be able to be open and view the Response utilizing Adobe Acrobat.

2.4.1.2.5 In the event that the electronic file attachment is too large to be submitted in a single email, the Respondent may utilize multiple emails so long as all required documents are delivered on by or before the date and time specified in Section 1.2. The Department can allow up to 100 MB for incoming attachments. The Respondent email system must also allow for a 100 MB attachment. Zipping attachments will reduce file sizes.

2.4.2 Format

Figures, charts, and tables should be numbered and referenced by number in the text. Attachments may be combined with the Response or included as separate attachments. It is understood that the Response will become a part of the Department’s official procurement file.

2.4.3 Unrequested Terms and Conditions

The Department will not accept any unrequested terms or conditions submitted by a Respondent, including any appearing in documents attached as part of a Respondent’s response. In submitting its Response, a Respondent agrees that any additional terms or conditions, whether submitted intentionally or inadvertently, shall have no force or effect. All Responses are subject to the terms of this solicitation, which, in case of conflict, will have the order of precedence listed in Section 3.2.

2.4.4 Cost of Preparation of Response

The Department will not pay any costs incurred in responding to this solicitation.

2.4.5 Clarifying Information

The Department may request, and Respondent shall provide, clarifying information or documentation.

Failure to supply the information or documentation as requested may result in the Response being deemed non-responsive.

2.4.6 Response Withdrawal and Amendment

Respondents may withdraw, or withdraw and replace, previously submitted electronic Responses on or before the date and time specified for Responses to be received by the Department.

2.4.7 Firm Response

The Response shall remain firm until the Department enters into a Contract or the Department receives written notice from the Respondent that the Response is withdrawn.

2.4.8 General Instructions

The standard “General Instructions to Respondents” Form PUR 1001 is hereby incorporated into this solicitation by reference as if fully recited herein. In the event of any conflict between Form PUR 1001 and this solicitation, the terms of this solicitation shall take precedence over Form PUR 1001, unless the conflicting term is required by Florida law, in which case the term contained in Form PUR 1001 shall take precedence. Form PUR 1001 is available at: State Purchasing (PUR) Forms / State Agency https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms

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Resources / State Purchasing / Business Operations - Florida Department of Management Services (myflorida.com)

2.4.9 Commitment to Diversity

Woman--, Veteran--, and Minority-owned Small Businesses are encouraged to participate in any scheduled conferences, conference calls, or pre-solicitation meetings. All respondents shall be accorded fair and equal treatment. For questions about registering to identify your Small Business as a Woman--, Veteran--, or Minority-owned Small Businesses visit:

https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd

2.5 Public Records and Trade Secrets

2.5.1 How to Claim Trade Secret Protection

Article 1, section 24, Florida Constitution, guarantees every person access to all public records, and §119.011, F.S., provides a broad definition of “public record.” As such, the entirety of the Response is public record and is subject to disclosure unless exempt from disclosure by law. The Department defines “confidential information” as information that is trade secret as defined in §688.002, F.S., or otherwise confidential or exempt from disclosure under Florida or federal law.

If the Respondent considers any portion of the Response to be confidential information, the Respondent shall then submit two copies of the Response in accordance with the following;

In both copies, any portion of the Response considered confidential information shall be clearly labeled within the text of the Response as “CONFIDENTIAL”. For each portion of the Response that is labeled “CONFIDENTIAL”, the Respondent shall provide a written statement of the basis for exemption applicable to each provision identified by the Respondent as “confidential”, including citation to a protection created by statute, and state with particularly the reasons the provision is confidential.

The original copy shall be unredacted and labeled on the cover of the Response as “Confidential Copy”. The redacted copy shall redact all the confidential information and be labeled on the cover of the Response as “Redacted Copy”.

2.5.2 Respondent’s Duty to Respond to Public Records Requests In response to any notice by the Department that a public records request received by the Department encompasses any portion of the separately bound part of the Respondent’s Response or other submissions labeled as “trade secret,” the Respondent shall expeditiously provide the Department, or the public pursuant to subsection §119.0701(2), F.S., with a redacted version of the document(s) and identify in writing the specific statutes and facts that authorize exemption of the information from the Public Records Law. If different exemptions are claimed to be applicable to different portions of the redacted information, the Respondent shall provide information correlating the nature of the claims to the redacted information. The redacted copy must only exclude or obliterate only those exact portions that are claimed confidential or trade secret. If the Respondent fails to promptly submit a redacted copy and justification in response to the notice of a public records request, the Department is authorized to produce the records sought without any redaction.

2.5.3 Department not Obligated to Defend Respondent Claims

By submitting a Response, the Respondent agrees to protect, defend, and indemnify the Department for all claims arising from or relating to the Respondent’s determination that the redacted portions of its Response are confidential information. If a Respondent fails to submit a Redacted Copy in accordance with this solicitation, the Department is authorized to produce the entire material submitted to the Department in response to a demand for discovery or disclosure of these records or a public records request.

https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_osd

PMT-05 8 Rev. September 30, 2024

2.6 Public Opening

Responses shall be opened on the date, time and at the location indicated in Section 1.3.

Respondents may, but are not required to, attend. Pursuant to §119.071(1)(b), F.S., no other materials will be released. Any person requiring a special accommodation because of a disability must contact the Procurement Officer at least 48-hours prior to this Solicitation opening.

2.7 Department’s Discretion

The Department may:

2.7.1 Determine whether a Respondent is responsible, as defined in §287.012, F.S.;

2.7.2 Waive minor irregularities when doing so would be in the best interest of the State of Florida;

2.7.3 Withdraw the solicitation or reject all Responses at any time;

2.7.4 Select more than one Respondent for the commodities and Contractual services encompassed by this solicitation;

2.7.5 Withdraw or amend its Notice of Award;

2.7.6 Award Contract(s) for a reduced scope of the commodities and Contractual services encompassed by this solicitation.

2.8 Protests

Any protest concerning this Solicitation shall be made in accordance with §§120.57(3) and 287.042(2), F.S., and Chapter 28-110, Florida Administrative Code (F.A.C.). Protest timeliness will be determined using the VIP posting time. Failure to file a protest within the time prescribed in §120.57(3), F.S., or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, F.S. Notices of Protest must be filed with the Clerk of Agency Proceedings (Agency.Clerk@myflfamilies.com).

2.9 Supporting Documentation

This table lists the supporting documentation, and the associated link to download the supporting documentation.

Subject Description Link

General Contract Conditions PUR 1000 https://www.dms.myflorida.com/business_operat ions/state_purchasing/state_agency_resources/ state_purchasing_pur_forms

General Instructions to Vendors PUR 1001 https://www.dms.myflorida.com/business_operat ions/state_purchasing/state_agency_resources/ state_purchasing_pur_forms

Department of Financial Services Reference Guide for State Expenditures

Allowable Costs https://www.myfloridacfo.com/docs-sf/accounting-and-auditing-libraries/state-agencies/reference-guide-for-state-expenditures.pdf

SECTION 3. GENERAL CONTRACT INFORMATION

3.1 Composition of the Contract

mailto:Agency.Clerk@myflfamilies.com https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.myfloridacfo.com/docs-sf/accounting-and-auditing-libraries/state-agencies/reference-guide-for-state-expenditures.pdf https://www.myfloridacfo.com/docs-sf/accounting-and-auditing-libraries/state-agencies/reference-guide-for-state-expenditures.pdf https://www.myfloridacfo.com/docs-sf/accounting-and-auditing-libraries/state-agencies/reference-guide-for-state-expenditures.pdf https://www.myfloridacfo.com/docs-sf/accounting-and-auditing-libraries/state-agencies/reference-guide-for-state-expenditures.pdf

PMT-03 9 Rev. September 17, 2024

Contract is composed of the documents listed in this section. In the event of any conflict between the documents, the documents shall be interpreted in the following order of precedence:

3.1.1 Department’s Contract

3.1.1.1 The Department’s Exhibits to the Standard Contract contains additional terms and conditions governing the performance of work, the clients to be served, required deliverables, performance standards, and compensation.

3.1.1.2 The Department’s Standard Contract contains general terms and conditions required by the Department for all Respondents.

3.1.1.3 All other attachments and exhibits to the Contract referenced in this solicitation shall also be part of the resulting Contract, if any.

3.1.2 Form PUR 1000

Form PUR 1000 is incorporated by reference into the Contract. In the event of any conflict between Form PUR 1000 and this solicitation, the terms of this solicitation shall take precedence over Form PUR 1000, unless the conflicting term is required by Florida law, in which case the term contained in Form PUR 1000 shall take precedence. Form PUR 1000 is available at:

https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_ purchasing_pur_forms

3.1.3 Respondent Response

The Respondent’s Response and any additional submittals, if incorporated into or attached to the Contract.

3.2 Solicitation Order of Precedence

In the event of a conflict between the documents included in this Solicitation, the conflict will be resolved in the following order of priority (highest to lowest):

3.2.1 Addenda to solicitation documents, if issued (in reverse order of issuance).

3.2.2 Exhibits to the Standard Contract.

3.2.3 Standard Contract.

3.2.4 This solicitation and its attachments.

3.2.5 PUR 1001, General Instructions to Respondents.

SECTION 4. INSTRUCTIONS FOR RESPONDING TO THE SOLICITATION

4.1 How to Submit a Response

4.1.1 Copies Required and Format for Submittal

4.1.1.1 The Respondent should clearly label each copy of the Response with “Confidential Copy” and “Redacted Copy” (if applicable) as described in Section 2.5.

4.1.1.2 The Department reserves the right to reject any Response that does not:

properly address the requirements; fails to include the requested information;

or deviates from the requirements of this solicitation in any manner.

4.1.2 Response Format

4.1.2.1 Electronic (email) copies of the Responses must be submitted and must be clearly marked with, the solicitation number, title, the Respondent's name, and identification of enclosed documents.

https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/state_purchasing_pur_forms

PMT-03 10 Rev. September 17, 2024

4.1.2.2 Responses should be typed, single-spaced, on 8 1/2” x 11” format. Pages should be numbered in a logical, consistent fashion. Figures, charts, and tables should be numbered and referenced by number in the text. The Response must be submitted in accordance with Sections 4.2 and 4.3.

4.2 Response Structure

4.2.1 Cover Page

The first page of the Response shall be a Cover Page that contains the following information:

4.2.1.1 Solicitation Number and Title.

4.2.1.2 Name, title, telephone number, email address and mailing address of person who can respond to inquiries regarding the Response.

4.2.1.3 Full legal name of Respondent and its associated Federal Employer

Identification Number (FEIN), or Social Security Number if a FEIN is not required.

4.2.1.4 Proof of registration with MFMP.

4.2.1.5 Country and state of incorporation.

4.2.1.6 Principal place of business.

4.2.1.7 Redacted Response Statement - The Respondent shall submit a statement indicating that a Redacted Copy is included, or is not included, with the Respondent’s Response.

4.2.2 Response Section 1: Table Of Contents

4.2.3 Response Section 2: Mandatory Response Documents

4.2.3.1 Signature Authority

Include a Certificate of Signature Authority (Appendix I), completing either Section A (or providing a corporate resolution or other duly executed certification issued in the Respondent’s normal course of business) or Section B, demonstrating the person signing the Response, and its statements and certifications, is authorized to make such representations and to bind the Respondent.

4.2.3.2 Respondent Certifications

Include the Respondent Certifications Form (Appendix II) signed by the person named in the Certificate of Signature Authority as the Authorized Representative of the Respondent and with “true” checked next to each of the Certifications (a) through (f).

4.2.4 Response Section 3: Executive Overview

Provide a brief Executive Overview demonstrating an understanding of the solicitation purpose and the needs specified in this solicitation. The Executive Overview includes a brief description of the Respondent’s organization, and qualifications to complete the work as outlined in the Contract.

4.2.4.1 Describe Respondent’s approach and philosophy, including mission statement, core values, and vision.

4.2.4.2 Describe Respondent’s organization and governance structure, depicting clear lines of authority including corporate affiliations; describe how the structure represents a lean, efficient, and effective administrative model; describe experience and achievements in developing a governance model designed to avoid conflicts of interest.

PMT-03 11 Rev. September 17, 2024

4.2.4.3 Describe the Respondent’s qualifications for, and experience in providing services similar to the specifications of this solicitation as well as its proposed subcontractor’s experience and qualifications, if applicable. Include specific examples of where the Respondent has assisted with a similar scope of work as specified in the Department’s Standard Contract Exhibits (Part 2).

4.2.4.4 Describe the Respondent’s organization, including number of years in business, subsidiaries, parent corporations, officers; include organization charts and details concerning the number of facilities by geographic location.

4.2.4.5 Describe all proposed subcontracts, or the plan and approach to identify, recruit and retain subcontractors, and what services each will provide.

4.2.4.6 Submit a completed Subcontractor List (Appendix IV) listing each proposed subcontractor.

4.2.5 Response Section 4: Core Team Qualifications (limited to 30 pages)

4.2.5.1 The Respondent shall describe the qualifications and credentials of their leadership team with an explanation of why the leadership team is qualified to lead their organization in meeting the needs of this solicitation. In addition, the Respondent must include résumés for key leadership personnel describing their work experience, education, and training as it relates to the requirements of this solicitation and the Contract.

4.2.5.2 The Response shall include the Respondent’s operational approach to the recruitment, training, supervision, and retention of qualified personnel as described in the Contract. The Response shall explain how the proposed organization, subcontractors, and staffing will best meet the performance standards required to perform properly.

4.2.5.3 The Respondent shall describe the proposed project staff responsible for the activities described herein and provide the position description, including functions and responsibilities of each proposed project staff, relative to the tasks to be performed. Full position descriptions and résumés may be included as supporting documentation.

4.2.5.4 The Response should address all applicable personnel grievance and conflict resolution practices. The Respondent should explain how its organization, subcontractors, and staffing levels will best meet the performance standards required to perform properly. It is also important to describe the credentials for human resources, quality assurance, financial, information technology, and other key professional level employees.

4.2.6 Response Section 5: Service Approach and Solution (Limited to 30 pages) The Respondent’s Response should demonstrate the Respondent’s capability in providing processes, approaches, and tools to perform requested services described in the Contract.

4.2.6.1 Capability and Approach to Services

4.2.6.1.1 Describe the Respondent’s and subcontractor(s)’ evidence-based experience conducting similar projects requiring need assessments and gap analysis to successfully complete work described in this solicitation and its appendices, attachments, exhibits, and referenced supporting documentation. The Respondent is required to provide information regarding previous successfully executed projects related to behavioral outcomes and recommendations provided for training curricula improvement.

PMT-03 12 Rev. September 17, 2024

4.2.6.1.2 The Respondent is required to outline its background in delivering Consulting services related to leadership development and behavioral outcomes training, individual professional coaching, designing curricula, as well as assisting the Department with training resources, and evaluation tools aimed at enhancing the quality of supervision and work performance of Child Welfare personnel.

4.2.6.1.3 The Respondent must describe its experience in providing similar services as requested in this RFP and Department’s Standard Contract Part 1 and Part 2.

The Respondent should include examples of work experience performed and performance outcomes by the individuals who will be assigned to the work as well as the overall experience of the organization. The Respondent should state whether they worked in cooperation with a subcontractor. Where applicable, clearly note the Respondent’s related experience which included individuals who will be assigned and their role on the past projects. Provide a detailed description of any work to be subcontracted with information describing the qualifications and relevant experience of any proposed subcontractors.

4.2.6.1.4 The Respondent must include a detailed description of the planned approach to complete services as described within the Scope of Work and means of completing Deliverables and meeting Performance Measures as defined in the Department’s Standard Contract Part 2.

4.2.6.2 Project Management Plan

4.2.6.2.1 Describe the Respondent’s approach to planning and execute each project, including the manner in which the Respondent proposes to identify:

4.2.6.2.1.1. Project objectives for the required annual training curricula of the different Department regions, stating the problem to be solved and/or the opportunity to pursue for each of them.

4.2.6.2.1.2. Develop the most effective method, design, and strategy for providing regional training recommendations and planning future actions for the Department, based on data-driven conclusions and feedback obtained from training assessments, surveys, Needs Assessment and Gap Analysis, observations, and insights acquired.

4.2.6.2.1.3. Describe how the Respondent will develop a timeline for project activities, identify staff members required to successfully complete the project.

4.2.6.2.1.4. How the Respondent intends to complete all activities in order to meet deadlines and achieve project requirements as expeditiously as possible.

4.2.6.2.1.5. Describe the Respondent’s approach to development and submission of all reporting and the Respondent’s capacity to present research findings to parties identified by the Department.

4.2.6.3 Describe the Respondent’s approach to evaluating previous projects’ effectiveness, developing recommendations for future possible related projects, and policy and practical implications of anticipated findings.

4.2.7 Response Section 6: Supporting Documentation

4.2.7.1 Respondents shall submit information of prior successful executed projects with similar or identical services provided, with contract’s details for verification purposes (recommended submission: Three (3) within the past five (5) years).

PMT-03 13 Rev. September 17, 2024

4.2.7.2 Supportive documentation shall also include relevant information about Respondents’ key staff participating in previous executed projects.

4.2.7.3 Respondents shall include resumes, attachments, exhibits or any other supporting documentation referenced in the proposal for those participating in this and prior executed projects, labeled, and tabbed accordingly.

4.3 Content of the Financial Response

4.3.1 Financial Response Title Page

The first page of the proposal shall be a Title Page that contains the following information:

4.3.1.1 Title of solicitation.

4.3.1.2 Solicitation number.

4.3.1.3 Respondent’s name and federal tax identification number.

4.3.1.4 Name, title, telephone number and address of person who can respond to inquiries regarding the proposal.

4.3.1.5 Name of program coordinator (if known).

4.3.2 Response Section 7: Cost Proposal

As the need for specific projects are identified, the Department anticipates ongoing Project Management costs in addition to project-specific staff costs that will vary based on the nature of each project. Therefore, the proposal must include a breakdown of proposed costs for ongoing Project Management and each proposed project staff position. Respondents shall utilize Appendix V: Cost Proposal.

SECTION 5. THE SELECTION METHODOLOGY

The Department intends to award the Contract to the responsible and responsive Respondent(s) whose Response is determined, in writing, to be the most advantageous to the state. The Department will award the Contract based on a consideration of the relative importance of price and other evaluation criteria set forth in the solicitation. The Department may also make a determination as to whether to deem one or more Respondents ineligible for award due to non-responsibility or non-responsiveness. The Department will electronically post the intent to award in accordance with §120.57(3)(a), F.S., and Rule 60A-1.021, F.A.C.

5.1 Selection Criteria

The Department may consider any information that reflects upon a Respondent’s capability to fully perform the Contract requirements and demonstrates the level of integrity and reliability required to assure performance of the Contract.

5.2 Evaluation Phase Methodology

All Responses determined to be responsive will be evaluated using the process outlined below. Each Evaluator shall assign a score for each evaluation criterion based upon their assessment of the response. The assignment of an individual score shall be based upon the following description of the point scores:

DESCRIPTION CATEGORY POINTS

Extensive competency, proven capabilities, an outstanding approach to the subject area, innovative, practical, and effective solutions, a clear and complete understanding of inter-relationships, a clear and comprehensive understanding of the requirements and planning for the unforeseen.

Superior 4

PMT-03 14 Rev. September 17, 2024

Clear competency, consistent capability, a reasoned approach to the subject area, feasible solutions, a generally clear and complete description of inter-relationships, and a sound understanding of the requirements

Good 3

Fundamental competency, adequate capability, a basic approach to the subject area, apparently feasible but somewhat unclear solutions, a weak description in some areas, a fair understanding of the requirements, and a lack of staff experience and/or skills in some areas.

Adequate 2

Little competency, minimal capability, an inadequate approach to the subject area, infeasible and/or ineffective solutions, somewhat unclear, incomplete, a lack of understanding of the requirements and a lack of demonstrated experience and skills

Poor 1

A significant or complete lack of understanding, an incomprehensible approach, a significant of complete lack of skill and experience. Insufficient 0

5.2.1 Programmatic Scoring

The Department’s Evaluators will independently evaluate each Programmatic Response in accordance with the following criteria:

CRITERIA

MAXIMUM

POSSIBLE

POINTS

Section 3: Executive Overview 112

Section 4: Core Team Qualifications 160

Section 5: Services Approach and Solution 400

Section 6: Supporting Documentation 112

TOTAL 784

Section 3: Executive Overview

Score(0-

4) Weight Total

4.2.4.1

1. How well does the Respondent’s proposed approach and, philosophy, including mission statement, core values, and vision align with the services outlined in this solicitation and the mission of the Department?

4.2.4.2

2. How well does the Respondent’s organization and governance structure demonstrate clear lines of authority, including corporate affiliations, a lean, efficient, and effective administrative model and is the model sufficiently designed to avoid conflict of interest?

4.2.4.3

3. How adequate is the Respondent’s qualifications and experience in providing services similar to the specifications outlined in this solicitation including specific examples of

PMT-03 15 Rev. September 17, 2024 where the Respondent has assisted with similar Scope of Work as specified in the Standard Contract Part 2?

4.2.4.4

4. How well does the Respondent describe their organization, including number of years in business, subsidiaries, parent corporations, officers; including organization charts and details concerning the number of facilities by geographic location?

4.2.4.5

5. How adequate is the Respondent’s approach to all proposed subcontracts, or the plan approach to identify, recruit and retain subcontractors and what services each will provide? Did the Respondent submit a completed Subcontractor List (Appendix IV) listing each proposed subcontract?

EVALUATION CRITERIA 1 – TOTAL (Maximum total 112 points)

Section 4: Core Team Qualifications

Score (0-4) Weight Total

4.2.5.1

1. How well does the Respondent demonstrate and possess the necessary qualifications and credentials of the proposed leadership team assigned in meeting the needs of this solicitation? Did the Responded include résumés for identified personnel, describing their work experience, education, and training as it relates to the requirements of this solicitation and the Contract?

4.2.5.2

2. How adequate is the Respondent’s operational approach to the recruitment, training, supervision, and retention of qualified personnel as described in the Contract? How effectively does the respondent describe how the proposed organization, subcontractors, and staffing will best meet the performance standards required to perform properly?

4.2.5.3

3. How adequate is the Respondent’s proposed project staff responsible for the activities described herein and provide the position description, including functions and responsibilities of each proposed project staff, relative to the tasks to be performed?

4.2.4.4

4. How adequate are the Respondent’s applicable personnel grievance and conflict resolution practices? How well does the Respondent’s organization, subcontractors, and staffing levels meet the performance standards required to perform properly? How adequate are the Respondent’s credentials for human resources, quality assurance, financial information technology, and other key professional level employees?

EVALUATION CRITERIA 2 – TOTAL (Maximum total 160 points)

PMT-03 16 Rev. September 17, 2024

Section 5: Service Approach and Solution

Score (0-4) Weight Total

4.2.6.1 Capability and Approach to Services

4.2.6.1.1

1. How adequate is the Respondent and subcontractor(s)’ evidence-based experience conducting similar projects requiring need assessments and gap analysis to successfully complete work described in this solicitation and its appendices, attachments, exhibits, and referenced supporting documentation? How adequate is the Respondent regarding previous successfully executed projects and recommendations provided for training curricula improvement?

4.2.6.1.2

2. How adequate is Respondent’s approach to delivering Consulting services related to leadership development and behavioral outcomes training, individual professional coaching, designing curricula, as well as assisting the Department with training resources, and evaluation tools aimed at enhancing the quality of supervision and work performance of Child Welfare personnel?

4.2.6.1.3

3. How adequate is it’s the Respondent’s experience in providing similar services as requested in this RFP and Department’s Standard Contract Part 1 and Part 2? Did the Respondent include examples of work experience performed and performance outcomes by the individuals who will be assigned to the work as well as the overall experience of the organization? Did the Respondent include whether they worked in cooperation with a subcontractor?

Where applicable, did the Respondent clearly note the related experience which included individuals who will be assigned and their role on the past projects? Did the Respondent provide a detailed description of any work to be subcontracted with information describing the qualifications and relevant experience of any proposed subcontractors?

4.2.6.1.4

4. How adequate is the Respondent’s planned approach to complete services as described within the Scope of Work and means of completing Deliverables and meeting Performance Measures as defined in the Department’s Standard Contract Part 2?

4.2.6.2 Project Management Plan

4.2.6.2.1.1

How adequate is the Respondent’s project objectives for the required annual training curricula of the different Department regions, stating the problem to be solved and/or the opportunity to pursue for each of them?

4.2.6.2.1.2

How adequate is the Respondent’s approach to developing the most effective method, design, and strategy for providing regional training recommendations and planning future actions for the Department based on data-driven conclusions and feedback obtained from training

PMT-03 17 Rev. September 17, 2024 assessments, surveys, Needs Assessment and Gap Analysis, observations, and insights acquired?

4.2.6.2.1.3 How adequate is the Respondent’s timeline for project activities and identify staff members required to successfully complete the project?

4.2.6.2.1.4 How adequate is the Respondent’s approach to completing all activities in order to meet deadlines and achieve project requirements as expeditiously as possible?

4.2.6.2.1.5

How adequate is the Respondent’s approach to developing and submitting all reporting and the Respondent’s capacity to present research findings to parties identified by the Department?

4.2.6.3

How adequate is the Respondent’s approach to evaluating previous projects’ effectiveness, developing recommendations for future possible related projects, and policy and practical implications of anticipated findings?

EVALUATION CRITERIA 3 – TOTAL (Maximum total 400 points)

Section 6: Supporting Documentation

Score (0-4) Weight Total

4.2.7.1

How well does the Respondent demonstrate prior successful execution of projects with similar or identical services provided, with contract’s details for verification purposes (recommended submission: Three (3) within the past five (5) years)?

4.2.7.2 How well does the Respondent provide relevant information for key staff participating in previous executed projects? 10

4.2.7.3

Did the Respondent include resumes, attachments, exhibits or any other supporting documentation referenced in the proposal for those participating in this and prior executed projects, labeled, and tabbed accordingly?

EVALUATION CRITERIA 4 – TOTAL (Maximum total 112 points)

5.2.2 Financial Scoring

The maximum Financial Score is 200 points.

A formula will be used to evaluate the financial portion for this solicitation. The formula used is as follows:

(N/X) x Y = Z Where:

N = Lowest costs received for all Responses X = Respondent’s costs Y = Maximum possible financial points.

Z = Financial points awarded

5.2.3 Total Score of Responses

PMT-03 18 Rev. September 17, 2024

The Procurement Officer will average the total scores. The Procurement Officer will use the total points to rank Respondents. This ranking will serve as the recommended ranking of the Department’s Evaluators.

5.2.4 Report of the Procurement Officer

The Procurement Officer will prepare a report regarding Responses deemed responsive and responsible, including additional information such as the Respondent’s Evaluator rankings. The Secretary, or the Secretary’s designee, will then decide the awarded Respondent(s).

5.2.5 Selection of Respondent(s), Decision to Reject All, or Cancel The Department will make a determination to award to the Respondent(s), reject all Responses, or cancel this solicitation. The Department will notice, in writing, it’s decision on VIP:

https://vendor.myfloridamarketplace.com/

5.2.6 Requirements Following Award

5.2.6.1 Registration With The Florida Department Of State

If awarded a Contract, the Respondent shall provide a PDF file of its current and active registration with the Florida Department of State prior to execution of a Contract or, if exempt from registration, a statement to that effect noting the basis for the exemption. Respondents should note that foreign entities are required to obtain a Florida Certificate of Authorization pursuant to applicable Florida Statutes from the Florida Department of State, Division of Corporations, to transact business in the State of Florida. For additional information, visit: https://dos.myflorida.com/sunbiz/.

5.2.6.2 Florida Substitute Form W-9

It is the responsibility of the awarded Respondent to complete a Florida Substitute Form W-9 prior to execution of a Contract. The Internal Revenue Service receives and validates the information provided on the Florida Substitute Form W-9. For instructions on how to complete the Florida Substitute Form W- 9, visit: https://flvendor.myfloridacfo.com/.

5.2.7 Resulting Contract

The Contracting document resulting from this solicitation will be substantially similar to the draft Contracting document included with this solicitation. By submitting a Response, the Respondent confirms its willingness to enter into a Contract with the Department containing the terms and conditions or substantially similar terms.

REMAINDER OF PAGE INTENTIONALLY LEFT BLANK

https://dos.myflorida.com/sunbiz/ https://flvendor.myfloridacfo.com/

PMT-03 19 Rev. September 17, 2024

APPENDIX I: CERTIFICATE OF SIGNATURE AUTHORITY

Check below and complete Section A or Section B Respondent is not a sole proprietorship (Complete Section A)

Respondent is a sole proprietorship (Complete Section B)

Section A

I, ______________________________________ (name), hold the office or position of ____________________________________ (title) with__________________ (legal name of Respondent) and have authority to make official representations by said Respondent regarding its official records and hereby state that my examination of the Respondent’s records show that __________________________ (name) currently holds the office or position of ______________________________ (title) with the Respondent and currently has authority to make binding representations to the Department and sign all documents submitted on behalf of the above-named Respondent in response to solicitation # ____________, and, in so doing, to bind the named Respondent to the statements made therein.

Dated:

Signature:

Printed Name:

Title:

NOTE: In lieu of the above, the Respondent may submit a corporate resolution or other duly executed certification issued in the Respondent’s normal course of business to prove signature authority of the named Authorized Representative.

Section B I, ____________________________(name) am a sole proprietor, personally doing business in the name of ________________________________________ (name of Respondent), and will be personally bound by the Response submitted in response to solicitation # ________.

Dated:

Signature:

Printed Name:

PMT-03 20 Rev. September 17, 2024

APPENDIX II: RESPONDENT’S CERTIFICATIONS

CERTIFICATIONS

MASTER CERTIFICATION

As the person named in the Certificate of Signature Authority as the Authorized Representative of the Respondent, ________________________________________ (legal name of vendor), I confirm that I have fully informed myself of all terms and conditions of solicitation #__________ (the solicitation), the facts regarding the Response submitted by the vendor in response to the solicitation and the truth of each statement contained in Certifications (a) through (f) and certify, by checking the applicable “true” or “false” box below and affixing my signature hereto, that each statement in each checked certification is “true” or “false” as indicated.

Check the applicable box next to the title to each certification:

True False

a. Certification of Binding Response and Acceptance of Terms of the Solicitation and Contract Document

b. Statement of No Prohibited Involvement

c. Statement Non-Collusion

d. Certification Regarding Subcontractors

e. Certification Regarding Prior Contractual Obligations

f. Certification of Representations Per Sections 287.133, and 287.134, F.S.

The content of each certification named above, set forth below, is incorporated into this Master Certification as if fully recited herein and, for each certification marked “true” above, the below signature is deemed to be affixed to each such certification. I agree that any certification not marked above will be deemed “false.”

Signature of Authorized Representative:

Date:

a. Certification of Binding Response and Acceptance of Terms of the Solicitation and Contract Document By checking the “True” box in the Master Certification and signing the same, I hereby certify that the Respondent’s Response submitted in response to the Department of Children and Families Request for Responses (the solicitation) is binding on the Respondent in accordance with the terms of the solicitation.

If awarded any Contract as a result of the solicitation, the Respondent will comply with the specifications, terms, and conditions stated in the solicitation and the Contract document.

b. Statement of No Prohibited Involvement By checking the “True” box in the Master Certification and signing the same, I hereby certify that no…