Enter your company name Schedule A – Statement of Work

RFP 260000002479

Workforce Development Layoff Aversion 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. Yellow fields are also used to identify areas where a bidder response is required.

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

Background The Michigan Department of Labor and Economic Opportunity’s Office of Employment and Training (LEO-E&T) and the Community and Worker Economic Transition Office (CWETO) share a common mission of supporting workers, employers, and communities experiencing economic disruptions due to business contraction and/or closure and the associated worker dislocations. Research shows that early warnings of potential closures and worker dislocations allow for interventions that could help support business’ ability to diversify or take other steps to mitigate losses which can potentially avert layoffs and even closures. Federal guidance also recognizes the importance of layoff aversion by encouraging states to engage employers early, strengthen business intelligence, coordinate with workforce partners, and implement proactive strategies that help employers retain workers, minimize layoffs, and reduce the length of unemployment for affected individuals.

In 2024, LEO-E&T initiated efforts to realign Michigan’s Rapid Response system to better support the federal vision. This realignment will ultimately shift the state’s Rapid Response strategy from one that is primarily reactive to a proactive model through the establishment of a statewide Early Warning Network (EWN). An EWN is characterized by tools to identify at-risk businesses before layoffs occur coupled with strong employer relationships with community workforce and economic development partners. Once risks are identified, those partners rapidly and collaboratively implement proactive layoff aversion tactics and deploy services to both employers and impacted workers.

Scope The next phase of this effort is assessment of the Michigan workforce system’s current state of early warning and layoff aversion practices in the Rapid Response program as well as other business engagement activities. To do this work, Michigan seeks a contracted partner, ideally with knowledge and experience with the public workforce system’s Rapid Response and business services programs, including early warning and layoff aversion strategies. This assessment will identify early warning and layoff aversion activities currently occurring in Michigan at the state and local levels, the gaps between Michigan’s current state and other best practices from around the country, and provide recommended actions to move from the current state to a desired future state.

General Requirements

Contractor, LEO-E&T, and CWETO Project Kickoff Meeting

a. 60–90-minute virtual meeting to review project purpose, goals, and timing

b. Identify and share materials for contractor review to start discovery process of layoff aversion current state.

i. Policies/manual

ii. Tools and resources for MWAs

iii. Other information that may highlight current practices

c. Contractor shares a draft overall workplan prior to kickoff meeting, discuss during kickoff, and post-meeting contractor incorporates LEO feedback and finalizes.

Deliverable: Final workplan Timing: Within 14 business days of award Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Conduct a Literature Review and Best Practices (from around the country) Scan of Early Warning and Layoff Aversion State and Local Activities that provides an understanding of the research-based evidence for this approach and clear descriptions of effective models in practice.

Deliverable: Literature Review and National Best Practice Scan Brief Timing: Brief is developed within 90 days of award Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Develop LEO and MWA Engagement Plan to outline steps and timing for information gathering activities to identify the state and local “current state” and collect input on what is working well, where challenges persist, and ideas for a desired “future state”. Activities must include those listed below but contractor may also suggest other activities for LEO consideration.

a. LEO staff interviews: 30–60-minute virtual interviews with the following:

i. LEO E&T Director, CWETO Director, WD Deputy Director, RR Lead, and 4-5 key staff (9-10 total interviews)

b. Survey development and implementation

ii. Develop approach and content for an online information gathering tool to be completed by each MWA (MWAs will be asked to coordinate with their staff to complete one collective response for the local area). Questions will gather:

1. input on the effectiveness of the current state of RR and Layoff Aversion including state and local roles and collaboration, activities, and resources (i.e. what works well and what has challenges)

2. Innovative RR and/or Layoff Aversion practices implemented by the MWA including what they are, what outcomes they achieve, any associated challenges and opportunities

3. MWAs’ ideas and input on the desired state/local collective “future state” for RR and layoff aversion going forward including what would be needed to implement those ideas.

c. MWA site visits with interview protocol and onsite activities. The purpose of these site visits is to gather additional insight from the MWAs, using their survey responses to tee up those conversations with the opportunity to delve deeper into their current practices and ideas for the future state, potentially observe RR and layoff aversion in person (if possible), and for the identified models, conduct deep discussion to gather information needed to develop case studies that explain the MWA’s innovative practice, steps to implementation, involvement of partners, and outcomes. (16, 1.5 – 2-day site visits; note that trips can be done on a regional basis rather than 16 individual trips)

iii. Roundtable discussions: Using initial input gathered through discussion with LEO-E&T, CWETO, and the survey, the contractor will identify and suggest three to four MWAs with examples of successful layoff aversion. (Note - the contractor will ultimately highlight those examples including the structure, partners, practices, funding, etc. used to support the work, through three to four case studies as noted in the Deliverables section of Step 5.) A minimum of two of those examples will reflect a layoff aversion effort involving deep partnerships with industry and key stakeholders and community members. For these locations, the contractor will collaboratively plan with the MWA and then facilitate a roundtable discussion with the involved partners as part of their on-site visit. The purpose of the discussion is to gather perspectives on the work from all involved stakeholders and to gather sufficient information on the example to develop a detailed case study that supports replication by other regions. These discussions should be scheduled in conjunction with the other on-site work at the MWA and last no more than a half day.

Deliverable: Final LEO and MWA Engagement Plan Timing: Developed within 45 days of contract award Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Implement Engagement Plan. Contractor implements the activities in the plan and provides updates to LEO through a monthly 60-minute virtual meeting. At this meeting, the contractor, through a prepared PPT (that is updated and shared with LEO following the meeting) covers, at a minimum, the following:

a. Progress on planned activities (completed and upcoming)

b. Any key learnings to date

c. Issues or decisions that require LEO input Deliverables:

· On-site agendas (provided to LEO for review 10 days prior to on-site visits)

· Interview protocol (or group discussion protocol) with discussion questions (provided to LEO to review 10 business days prior to on-site visits)

· Meeting PPT (updated monthly and provided to LEO three business days after monthly meetings (Note: following completion of all Engagement Plan activities, contractor will provide a summary of common themes and takeaways across all visits as well as a recommended format and structure for Assessment Report for discussion with LEO.)

Timing: Months 3-8 of contract Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Develop Draft Assessment Report of Current State with Recommendations to Reach a Statewide Standard for Early Warning and Layoff Aversion. The Assessment Report should be polished and in an easy to digest format using visuals, call outs, etc. where helpful and include the following components:

d. Executive Summary providing a high-level overview of the purpose of the work, activities completed, key takeaways from the assessment, and recommendations for the future state.

e. A summary of what was conducted and learned from each of the engagement activities independently and the themes that run across the activities.

f. An appendix that provides a detailed picture of the current state for each MWA.

g. Gaps in the current state and recommendations to address those gaps to get to an effective statewide layoff aversion standard grounded in an early warning system. Each gap should include recommended light lift, medium lift, and stretch options to move the needle on closing the identified gaps.

h. Three to four case studies that explain MWAs’ innovative practices, steps to implementation, involvement of partners, resources, and outcomes (structure, key content, and packaging of case studies will be determined collaboratively by LEO-E&T, CWETO, and contractor.)

The contractor will also provide a companion PPT that provides the key content from the Assessment Report to support internal and potentially external briefings to leaders and stakeholders on the project.

Deliverables: Assessment Report and Companion PPT Timing: Months 9-10 of contract

LEO and MWAs Review and Provide Feedback. LEO will review and coordinate one set of feedback to the contractor who will update the Assessment report and PPT accordingly. Once LEO has reviewed and approved the updated version of the Assessment report, the contractor will implement a LEO-approved process for coordinating MWA review and feedback on the document.

Deliverable: Consolidated feedback (from LEO); Consolidated MWA feedback (via Michigan Works! Association) Timing: Month 11 of contract Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Finalize Report and Provide Virtual Briefing for LEO and MWAs. Contractor will finalize the report as directed by LEO and plan and implement a 60-minute virtual briefing for LEO leadership and staff and MWAs. Contractor will develop and submit a run of show and PPT for the briefing to LEO for review and approval five business days before the scheduled briefing.

Deliverables:

· Final Assessment Report

· Run of Show, PPT, and Virtual Briefing for LEO and MWAs Timing: Month 12 of contract Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Describe how you will comply with the requirement(s)

Project Plan The Contractor will carry out this project under the direction and control of the Program Manager.

For this proposal:

Upon Contract Award: A final project plan must be submitted for final approval within 30 calendar days of the Effective Date. The plan must also include: (a) the Contractor's organizational chart with names and title of personnel assigned to the project, which must align with the staffing stated in accepted proposals; and (b) the project breakdown showing sub-projects, tasks, and resources required.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must provide an estimated project plan with this proposal.

ADA Compliance The State is required to comply with the Americans with Disabilities Act of 1990 (ADA), including its accessibility standard for websites, applications, content and documents. All Contract Activities created, provided, or made available by Contractor under this Contract in a digital format, including but not limited to, websites, applications, software, mobile applications, text, images, sounds, videos, controls, animations, links, and documents (including files in the following formats: PDF, word processing, presentation, and spreadsheet) must comply with the accessibility standards provided in the Digital Accessibility Standards, located at SOM Digital Standards.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Training Bidder Response

Explain any training that is included in your proposal, as well as any additional training capabilities available. Any costs associated with training must be detailed in Schedule B – Pricing.

Explain your proposed training program

Reporting

Bidder Response

Explain your reporting capabilities, any reporting that is included in your proposal, and any additional reporting capabilities.

Describe how you will comply with the requirement(s)

Meetings The State may request meetings as it deems appropriate.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Contractor Program Manager The Contractor must appoint at least one individual specifically assigned to State of Michigan accounts who will respond to State inquiries regarding the Contract Activities, answer questions related to ordering and delivery, etc. (the “Contractor Program Manager”).

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

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Key Personnel See Attachment 1- Key Personnel for requirements related to the key personnel.

Non-Key Personnel The Contractor must notify the Contract Administrator at least 10-calendar days before removing or assigning non-key personnel.

Organizational Chart Bidder Response

Provide an overall organizational chart that details staff members, by name and title, and subcontractors.

Add your org chart here or insert the label or filename if you are adding it as a separate attachment.

Disclosure of Subcontractors If the Contractor intends to utilize subcontractors, the Contractor must disclose the following:

The legal business name; address; telephone number; a description of subcontractor’s organization and the services it will provide; and information concerning subcontractor’s ability to provide the Contract Activities.

The relationship of the subcontractor to the Contractor.

Of the total bid, the price of the subcontractor’s work.

Whether the Contractor has a previous working experience with the subcontractor. If yes, provide the details of that previous relationship.

A complete description of the Contract Activities that will be performed or provided by the subcontractor.

Required Subcontractor information. Bidders must complete the table below for each anticipated subcontractor. Copy the table as many times as needed for each subcontractor. Complete the second table with the percentage of work that will be completed by all subcontractors involved.

The legal business name, address, telephone number of the subcontractor(s).

A description of subcontractor’s organization and the services it will provide and information concerning subcontractor’s ability to provide the Contract Activities.

The relationship of the subcontractor to the Bidder.

Is the subcontractor a GDBE?

Whether the Bidder has a previous working experience with the subcontractor.

A complete description of the Contract Activities that will be performed or provided by the subcontractor.

Of the total bid, the price of the subcontractor’s work.

Work performed by subcontractors

Total percentage of work that will be performed by subcontractors: Insert %

Total percentage of subcontracted work that will be performed by GDBE subcontractors: Insert %

Security

Bidder Response

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

Explain your security measures.

Price Term Pricing is firm for the entire length of the Contract.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

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.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Authorizing Document The appropriate authorizing document for the Contract will be a Purchase Order (PO).

Invoice Requirements All invoices submitted to the State must include: (a) date; (b) delivery order; (c) quantity; (d) description of the Contract Activities; (e) unit price; (f) shipping cost (if any); (g) vendor-generated invoice number and (h) total price.

Payment Methods The State will make payment for Contract Activities by EFT.

Required Functionality Relating to Data Retention, Disposal, and Retrieval The State has legal obligations to retain, dispose, and retrieve State Data along with obligations to manage and secure State Data. To meet these obligations, the Solution must allow the State to:

retain all data for the entire length of the Contract.

delete its data or request the deletion of its data, even data that may be stored offline or in backups.

transfer its data back to the State or to a new vendor or new solution.

transfer its data to the Archives of Michigan as may be required by a retention and disposal schedule.

retrieve data, even data that may be stored offline or in backups.

Except as otherwise stated in the Contract, Contractor will not dispose of, delete, or destroy State Data without the prior written approval of the State.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must review and explain how the data retention, disposal, and retrieval requirements will be met by the solution and describe its data management capabilities (storage limitations, duration, etc.). If the Solution does not allow the State to perform these activities itself, the bidder must explain how it will support the State’s compliance with these requirements.

Describe how you will comply with the requirement(s)

Enter your company name

RFP 260000002479 1

Schedule A – Attachment 1 – Key Personnel

1. Key Personnel The Contractor must appoint one individual who will be directly responsible for the day-to-day operations of the Contract (“Key Personnel”). Key Personnel must be specifically assigned to the State account, be knowledgeable on the contractual requirements, and respond to State inquiries within 24 hours.

The State has the right to recommend and approve in writing the initial assignment, as well as any proposed reassignment or replacement, of any Key Personnel. Before assigning an individual to any Key Personnel position, Contractor will notify the State of the proposed assignment, introduce the individual to the State’s Project Manager, and provide the State with a resume and any other information about the individual reasonably requested by the State. The State reserves the right to interview the individual before granting written approval. In the event the State finds a proposed individual unacceptable, the State will provide a written explanation including reasonable detail outlining the reasons for the rejection. The State may require a 30-calendar day training period for replacement personnel.

Contractor will not remove any Key Personnel from their assigned roles on this Contract without the prior written 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 replacing Key Personnel for 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”):

For the Unauthorized Removal of any Key Personnel designated in the applicable Statement of Work, the credit amount will be $10,000.00 per individual if Contractor identifies a replacement approved by the State and assigns the replacement to shadow the Key Personnel who is leaving for a period of at least 30-calendar days before the Key Personnel’s removal.

If Contractor fails to assign a replacement to shadow the removed Key Personnel for at least 30-calendar days, in addition to the $10,000.00 credit specified above, Contractor will credit the State $500.00 per calendar day for each day of the 30-calendar day shadow period that the replacement Key Personnel does not shadow the removed Key Personnel, up to $10,000.00 maximum per individual. The total Unauthorized Removal Credits that may be assessed per Unauthorized Removal and failure to provide 30-calendar days of shadowing will not exceed $10,000.00 per individual.

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.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Name and title of staff that will be designated as Key Personnel.

Key Personnel years of experience in the current classification.

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.

Identify if each Key Personnel is a direct, subcontract, or contract employee.

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

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

Identify each Key Personnel’s percentage of work time devoted to this Contract.

Identify where each Key Personnel staff member will be physically located (city and state) during the Contract performance.

The Contractor must provide detailed, chronological resumes of all proposed Key Personnel, including a description of their work experience relevant to their purposed role as it relates to the RFP.

Qualifications will be measured by education and experience with particular reference to experience on projects similar to that described in the RFP.

Bidder Response

Bidder must provide the resumes and information as required above – either in this response box or identified here as an attachment to this RFP labelled as RESUMES.

RFP 260000002479 1

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