RFP 250000002613 Schedule A.docx

Michigan.gov/MiProcurement

Michigan.gov/MiProcurement Schedule a – statement of work contract activities Request for Proposal (RFP) No. 250000002613 Procurement Curriculum Development 2025 This schedule identifies the anticipated requirements of any Contract resulting from this RFP. The term “Contractor” in this document refers to a bidder responding to this RFP, as well as the Contractor who is awarded the contract. The term “bidder” is used to identify where specific responses to the RFP are required.

The Contractor must respond to each requirement or question and explain how it will fulfill each requirement. Attach any supplemental information and appropriately reference within your response.

IMPORTANT NOTE TO CONTRACTORS/BIDDERS: There are specific requirements for which acceptance must be simply acknowledged through a checkbox(es), and others that require further explanation. Click one checkbox and complete the entries as identified.

BACKGROUND

Seeking a long-term Curriculum / Training Developer resource for State of Michigan Procurement -Professional Development section. This is a reposting of a previous RFP that was cancelled. Previous bidders are encouraged to re-apply.

This dedicated resource will provide services as a team member, working up to 40 hours/week, interacting daily with both the Professional Development team and internal subject matter experts and managers.

Job Functions: Performing training-related development activities for assigned projects for procurement-related topics, including:

· Needs analysis and curricula development for procurement-related training and certification programs

· Development of interactive Web-Based Trainings, Instructor-Led Training (including flipped classroom), hands-on scenario-based training, videos, reference guides, flow charts, images, infographics, activities, storyboards, narration files, communications, and project plans.

There is a heavy writing component to this position.

SCOPE

Through advanced knowledge of current industry training methodologies and training tools, the Curriculum / Training Developer will design and develop interactive training in a variety of formats (Web-Based Training, videos, and Instructor-Led Training) which includes participant activities, instructor guides, and related training handouts for procurement-related topics, including certification programs curricula and test questions.

This person will be instrumental in positioning the State of Michigan as a continued leader in procurement training among state governments.

Duties include:

· Perform comprehensive needs analysis and develop learning objectives for each assigned topic.

· Research and evaluate related policy and processes.

· Establish and maintain project timelines and project plans and monitor completion of milestones and deliverables for assigned projects.

· Develop content for each assigned topic including Instructor Guides, student materials, and related step-by-step instructions.

· Design training on complex topics that include interactive individual/class/group experiential activities to engage learners and transform conceptual theories into practical applications.

· Create comprehensive reference guides that meet the learning objectives and provide the content needed for a learner to pass certification tests (if applicable) for each topic.

· Develop applicable training presentations, webcasts/webinars, multimedia, videos, and blended learning tools using provided team standards.

· Recommend and implement evaluation criteria and methods based on research for best practices (Kirkpatrick model).

· Create new visuals (including infographics), icons, videos, and recordings using Photoshop, Camtasia, SnagIt, Adobe Stock, and other tools.

· Present Instructor-Led training as required.

Logistics:

This position primarily works remotely with regular contact through Microsoft Teams or telephone. There may be opportunity to make this a hybrid position working Wednesday and Thursday in Lansing, Michigan. Position reports to the Procurement Professional Development Manager.

Candidate must be physically located, and the work performed, in the United States. Preference is given to Michigan-based candidates.

NOTE: There may be an opportunity for a second resource who will work about 30 hours/week. This will be a separate contract, unless two resources are available from the same contractor.

REQUIREMENTS

1. Bidder Submission Requirements Requested documents required for the bidder’s response to any identified information in this RFP must be included as an attachment in pdf format.

· The pdf file name must include the bidder’s name plus a single candidate’s name

· Each document must include the candidate’s name and Statement of Work (SOW) section number in the header NOTE: Failure to follow this standard may cause the bidder’s submission to be declared unresponsive – and the bidder’s response will not be further evaluated.

List all exception(s):

2. Candidate Knowledge, Skills, and Abilities In addition to the requirements below, tangible proof of the ability to perform the activities and requirements is part of the application package.

Submissions will be evaluated for these characteristics, as well:

· Must be an excellent writer! The ideal candidate loves the written word (but not too many words), along with proper spelling and grammar.

· Mastery of the application of adult learning theory, practices and principles.

· Excellent presentation, interpersonal, communication, problem-solving, analytical, and organizational/project management skills - to manage multiple complex tasks, issues, and deadlines.

Required Skills

1. Demonstrated ability to develop and present Instructor-Led Training (ILT) and related materials.

2. Demonstrated ability to develop interactive Web-Based Training (WBT).

3. Demonstrated ability to create and edit training videos.

4. Demonstrated graphic and instructional design ability: visual representation of key learning points (infographics and other images).

5. Prepare training evaluations following the Kirkpatrick model.

Applicant must possess advanced proficiency using a variety of software needed for the position, including:

6. Articulate Storyline and RISE, or Articulate 360 Teams (or similar).

7. Camtasia or experience with other equivalent video editing software to record and edit screen captures, record meeting sessions, and produce modern training video content.

8. Audacity, Audition, or other equivalent audio recording and editing software to record and edit narration, splice in music tracks, apply effects (fades, normalization, noise reduction).

9. Adobe Photoshop or other graphic design and photo editing application experience with ability to manipulate and edit photos to perform correction work, create montages, apply masks and filters, and use layers, paths, and blending options.

10. Microsoft Office software (e.g., Word, Excel, PowerPoint, Visio).

11. Adobe Acrobat DC (or similar) for document creation, editing, formatting, and compiling multiple documents.

Additional preferred experience (not required):

12. Vyond

13. Microsoft Excel (looking for experience with VLOOKUP and Pivot Tables)

14. Webpage development (we use SharePoint)

15. Using Power BI for reporting and dashboards Identification of Skills and Experience Bidder must describe and demonstrate the candidate’s specific experience by completing the following charts and providing requested items. If any item is not applicable, type N/A in the appropriate box.

· Chart 1: Skills

· Chart 2: Software Experience Duplicate these charts when submitting qualifications for more than one candidate.

Candidate 1: Name: <enter here> Chart 1: Skills

Years of Experience b.

Expertise (beginner, intermediate, or advanced) c.

Describe the candidate’s expertise and provide links or documents to examples the candidate developed.

2.1 Demonstrated ability to develop Instructor-Led Training (ILT) and related materials.

Provide a class description, agenda, learning objectives, and participant materials for a 30 minute or more Instructor-Led Training, webinar, or conference presentation.

Including a link to a recorded presentation is a plus!

2.2 Demonstrated ability to develop interactive Web-Based Training in Articulate or similar software.

Provide at least two examples of objective based Web-Based Trainings and identify the software used for development.

2.3 Demonstrated ability to create and edit training videos.

Describe the candidate’s experience developing training videos. Provide at least one example - identify which tools were used for creation and editing.

2.4 Demonstrated graphic and instructional design ability: visual representation of key learning points (infographics and other images)

Provide one or more visual representations of a key learning point that demonstrates layout and design expertise.

2.5 Prepare Training evaluations following the Kirkpatrick Model

Describe the candidate’s experience with the Kirkpatrick model, if applicable.

Chart 2: Software Expertise

Years of Experience b.

Expertise (beginner, intermediate, or advanced) c.

Describe the candidate’s expertise with the identified software – or other similar software.

2.6 Articulate Storyline and RISE, or Articulate 360 Teams

2.7 Camtasia or other equivalent video editing software

2.8 Audacity, Audition, or other equivalent audio recording and editing software

2.9 Adobe Photoshop, or other graphic design and photo editing application

2.10 Microsoft Office software (e.g., Word, Excel, PowerPoint, Visio)

2.11 Adobe Acrobat DC (or similar)

2.12 (Not Required) Vyond

If applicable, provide links to two examples of Vyond projects.

2.13

Microsoft Excel (preferred experience with VLOOKUP and Pivot Tables)

Describe candidate’s specific experience, if applicable.

2.14

Webpage development in SharePoint

Provide two images (screenshots) of webpages the candidate created, if applicable.

2.15

Using Power BI for reporting and dashboards (and more)

Describe candidate’s specific experience, if applicable, and share at least one example as an image of a report or dashboard.

3. Candidate Background The bidder must identify the physical location of each candidate, and anticipated hours per week devoted to this contract. Add more rows as needed for multiple candidates.

(30 or 40 hours?)

Candidate 1 Name:

Candidate 2 Name:

*Preference is given to Michigan-based candidates.

4. Candidate Resume and State of Michigan Work Experience Provide current chronological résumés that include descriptions of previous job requirements and related work experience identified in this RFP.

If the candidate worked for the State of Michigan in any capacity within the last 3 years, complete the information below. Add more rows as needed.

5. Staffing

1. Contractor Program Manager The Contractor must appoint one individual specifically assigned to this State of Michigan account who will respond to State inquiries regarding the Contract Activities, answer questions related to contract requirements, etc. (the “Contractor Program Manager”). Bidder must identify its Contractor Program Manager. The Contractor Program Manager must be available for calls and emails during the hours of 8:00 am to 5:00 pm EST.

The Contractor must notify the Contract Administrator at least five calendar days before removing or assigning a new Contractor Program Manager.

List all exception(s):

Bidder must identify its Contractor Program Manager and contact information (email and telephone):

5.2. Work Hours

The Contractor must provide Contract Activities during the State’s normal working hours Monday – Friday, 7:30 a.m. to 5:00 p.m. EST and possible night and weekend hours depending on the requirements of the project or by prior arrangement with the Professional Development Manager.

List all exception(s):

5.3 Meetings

The Contractor must attend the following meetings:

· One or more virtual candidate interviews (or optional in-person at contractor’s expense), as designated by the state, scheduled at a mutually agreed upon time within 90 days of the RFP deadline

· Initial candidate interviews will include an oral presentation by the candidate of an up to 20-minute training topic of their choice to demonstrate their proficiency with the required skills and knowledge identified in this RFP

· Upon contract award, as scheduled by the Professional Development Manager, at contractor’s expense for travel, must come to the Elliott Larsen Building, 320 Walnut Street, Lansing, MI to pick up a state computer (and physically return at the end of the contract – it cannot be shipped) and attend a team meeting and meet subject matter experts and other team members on a Wednesday and Thursday within the same week for 6-8 hours each scheduled day.

List all exception(s):

5.4 Key Personnel

The awarded bid will identify the selected Curriculum / Training Developer resource for State of Michigan Procurement Professional Development section who will be directly responsible for the day-to-day operations of the Contract (“Key Personnel”).

The Contractor may not remove Key Personnel without the prior consent of the State. The Contractor’s removal of Key Personnel without the prior written consent of the State is an unauthorized removal (“Unauthorized Removal”). An Unauthorized Removal does not include reasons beyond the reasonable control of Contractor, including illness, disability, leave of absence, personal emergency circumstances, resignation, or for cause termination of the Key Personnel’s employment.

Any Unauthorized Removal may be considered by the State to be a material breach of this Contract, in respect of which the State may elect to terminate this Contract for cause under the Termination for Cause section of the Standard Contract Terms. It is further acknowledged that an Unauthorized Removal will interfere with the timely and proper completion of this Contract, to the loss and damage of the State, and that it would be impracticable and extremely difficult to fix the actual damage sustained by the State as a result of any Unauthorized Removal. Therefore, Contractor and the State agree that in the case of any Unauthorized Removal in respect of which the State does not elect to exercise its rights under Termination for Cause, Contractor will issue to the State the corresponding credits set forth below (each, an “Unauthorized Removal Credit”):

i. For the Unauthorized Removal of any Key Personnel designated in the applicable Statement of Work, the credit amount will be $5,000.00 per individual.

ii. If the Unauthorized Removal of any Key Personnel results in missing access for State of Michigan content in development, the credit amount will be $10,000.00 per deliverable.

Contractor acknowledges and agrees that each of the Unauthorized Removal Credits assessed above: (i) is a reasonable estimate of and compensation for the anticipated or actual harm to the State that may arise from the Unauthorized Removal, which would be impossible or very difficult to accurately estimate; and (ii) may, at the State’s option, be credited or set off against any fees or other charges payable to Contractor under this Contract.

List all exception(s):

A. The Contractor must identify all Key Personnel that will be assigned to this contract in the table below which includes the following:

1. Name of staff that will be designated as Key Personnel.

2. Key Personnel’s roles and responsibilities, as they relate to this RFP, if the Contractor is successful in being awarded the Contract. Descriptions of roles should be functional and not just by title.

3. Identify if each Key Personnel is an employee (direct) or contracted employee for the bidder.

4. Identify if each Key Personnel staff member is employed full-time, part-time or temporary, including consultants used for the purpose of providing information for the proposal.

5. List each Key Personnel staff member’s length of employment or affiliation with the bidder’s organization.

1.

Name 2.

Role(s) / Responsibilities 3.

Direct / Contract 4.

Full time, part time, or temporary employee?

5.

Length of employment with bidder’s organization

6. Other Equipment. The contracted resource will be supplied with the necessary computer, hardware, and software to perform services; and will be responsible to maintain their own telephone.

Position Oversight. This position will work directly with the Professional Development Manager, Curriculum Development Specialists, and Subject Matter Experts. They have regular ongoing communications and meetings.

Project Plan. The contracted resource will create project plans that identify related deliverables, along with a weekly schedule and hours to work. This plan will be reviewed regularly with the Professional Development Manager during bi-weekly one-on-one meetings. The Professional Development Manager and team must have direct access to all project work, Web-Based Trainings, images, project materials and deliverables, including drafts - which remain the sole property of the State of Michigan.

List all exception(s):

7. Disclosure of Subcontractors - no subcontractors are allowed for this contract.

8. Security The Contractor will be subject the following security procedures:

The Contractor must explain any additional security measures in place to ensure the security of State facilities.

The Contractor’s staff may be required to make deliveries to or enter State facilities. The State may require the Contractor’s personnel to wear State issued identification badges.

The Contractor must: (a) explain how it intends to ensure the security of State facilities, (b) whether it uses uniforms and ID badges, etc., (c) identify the company that will perform background checks, and (d) the scope of the background checks.

List all exception(s):

Bidder must describe how they comply with the above requirement(s):

9. Pricing

9.1 Price Term

Pricing is firm for two years. This project is based on an hourly rate. Only pre-approved mileage will be paid - at the current state-identified rate.

List all exception(s):

9.2 Price Changes

Adjustments will be based on changes in actual Contractor costs. Any request must be supported by written evidence documenting the change in costs. The State may consider sources, such as the Consumer Price Index; Producer Price Index; other pricing indices as needed; economic and industry data; manufacturer or supplier letters noting the increase in pricing; and any other data the State deems relevant.

Following the presentation of supporting documentation, both parties will have 30 days to review the information and prepare a written response. If the review reveals no need for modifications, pricing will remain unchanged unless mutually agreed to by the parties. If the review reveals that changes are needed, both parties will negotiate such changes, for no longer than 30 days, unless extended by mutual agreement.

The Contractor remains responsible for Contract Activities at the current price for all orders received before the mutual execution of a Change Notice indicating the start date of the new Pricing Period.

List all exception(s):

10. Ordering

10.1 Authorizing Document

The appropriate authorizing document for the Contract will be a delivery order or a purchase order.

List all exception(s):

11. Invoice and Payment

11.1 Invoice Requirements

Invoices must be submitted to the Professional Development Manager no later than Friday of the regular state pay cycle. Invoices must include, name, address, phone number, contract number, and invoice number: (a) dates and hours worked; (b) purchase order and funding source/description (c) description of the Contract Activities; (d) unit price; and (e) total price. A required timesheet template will be provided along with file naming convention.

Overtime, holiday pay, vacation, and sick leave will not be paid. Pre-approved mileage must appear on the relevant invoice, as well.

List all exception(s):

11.2 Payment Methods

The State will make payment for Contract Activities by EFT, which requires registration on SIGMA-VSS.

List all exception(s):

12. Liquidated Damages Late or improper completion of the Contract Activities will cause loss and damage to the State, and it would be impracticable and extremely difficult to fix the actual damage sustained by the State. Therefore, if there is late or improper completion of the Contract Activities the State is entitled to collect liquidated damages in the amount of $1,000.00 and an additional $200.00 per business day for each day Contractor fails to remedy the late or improper completion of the work.

List all exception(s):

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