Training.consultant.SOW.pdf

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Policy Consultant
Solicitation number
JUS-LimtSol-2027-0340
Issued by
Montana

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Summary

This Statement of Work is issued by the Montana Department of Justice, Montana Highway Patrol, for professional consulting, policy evaluation, draft revision, and instructional training services related to officer-involved shooting and critical incident response protocols. The engagement encompasses three distinct phases: Phase I involves a comprehensive review of existing Agency policies and Standard Operating Procedures with gap analysis and stakeholder alignment; Phase II requires development of draft policy and SOP updates, personnel recovery integration guidance, and a command staff presentation (with revisions limited to two formal rounds); and Phase III includes curriculum finalization and classroom instruction capped at four training classes. The contract requires sealed lump-sum bids submitted electronically through eMACS, with responses due November 9, 2026 at 2:00 PM MST. The solicitation was posted October 30, 2026 and opened at 2:00 PM MDT on the same date.

The contractor must demonstrate six mandatory qualifications verified upon request: leadership experience managing critical incidents and officer-involved shootings; real-world expertise in designing recovery and return-to-duty processes for law enforcement personnel; active Force Science Analyst certification from the Force Science Institute; formal training in human performance-based drills and scenarios; formal supervisor-level leadership training focused on critical incident response; and formal training in Emotional Intelligence applications within law enforcement contexts. The solicitation carries no set-aside or preference program. The Agency will provide a single point of contact for project coordination, timely feedback on drafts, and all training logistics including facilities and equipment. Any pre-existing proprietary intellectual property retained by the contractor is granted to the Agency as an unrestricted, non-exclusive license for internal operational and administrative use. The primary contact for the opportunity is Peter Steinman at Peter.Steinman@mt.gov or +1 406-475-2825.

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STATEMENT OF WORK: OFFICER-INVOLVED SHOOTING & CRITICAL INCIDENT

POLICY, RECOVERY, AND TRAINING SERVICES

1. Executive Summary & Objective CONTRACTOR shall provide professional consulting, policy evaluation, draft revision, and instructional training services to the Agency. The primary objective of this engagement is to evaluate existing Agency policies and Standard Operating Procedures (SOPs), develop enhanced guidance for officer-involved shooting (OIS) and critical incident response, establish structured personnel recovery protocols integrating CONTRACTOR’s methodologies (where applicable), and deliver classroom instruction to designated Agency personnel.

2. Contractor Qualifications & Verification Requirements CONTRACTOR must possess, and upon request by the Agency provide verifiable evidence of, the following mandatory qualifications:

1. Leadership Experience in Critical Incidents: Demonstrated real-world experience managing critical incidents and officer-involved shootings from a command or leadership capacity, including the operational implementation of related Critical Incident Response and OIS policies and procedures.

2. Return-to-Duty & Recovery Expertise: Demonstrated real-world experience designing and executing a recovery and return-to-duty process for law enforcement personnel involved in critical incidents.

3. Force Science Certification: Active certification as a Force Science Analyst from the Force Science Institute.

4. Human Performance Training: Formal training in the development, proctoring, and/or analysis of human performance-based drills and scenarios.

5. Supervisor-Level Leadership Training: Formal training in leadership development specifically focused on supervising and responding to critical incidents.

6. Emotional Intelligence Training: Formal training in Emotional Intelligence (EQ) applications within law enforcement or emergency response contexts.

3. Scope of Work & Project Phases Phase I: Policy & SOP Review and Agency Discovery

• Comprehensive Review: CONTRACTOR shall conduct a detailed evaluation of the Agency’s current active policies, SOPs, and operational workflows pertaining to critical incident response and personnel management.

• Discovery & Gap Analysis: CONTRACTOR shall perform agency discovery to identify operational needs, policy gaps, industry best practice alignments, and areas requiring creation or revision.

• Stakeholder Alignment: CONTRACTOR shall consult with designated Agency leadership to establish administrative parameters and operational priorities for the policy review process.

Phase II: Draft Policy & SOP Development and Command Review

• Response Guidance: CONTRACTOR shall provide strategic suggestions and draft guidance for officer-involved shooting and critical incident response, including recommended policy/SOP modifications.

• Personnel Recovery Integration: CONTRACTOR shall provide suggestions and guidance regarding personnel recovery following an officer-involved shooting or critical incident. This includes draft policy/SOP updates and the formal integration/implementation of recovery processes and any associated CONTRACTOR methodologies (Shooting/Critical Incident Response Process).

• Drafting & Revision Parameters:

o CONTRACTOR shall prepare and submit an initial draft of all proposed policy and SOP updates to the Agency.

o CONTRACTOR’s revision obligations are limited to no more than two (2) formal rounds of revisions based on consolidated feedback provided by the Agency.

• Command Presentation: Upon request by the Agency, CONTRACTOR shall deliver a formal presentation of the proposed policy and SOP revisions to the Command Staff.

Phase III: Implementation & Instructional Training

• Curriculum Alignment: CONTRACTOR shall finalize instructional materials reflecting the updated or newly established policies, SOPs, industry best practices, and personnel recovery processes.

• Classroom Delivery: CONTRACTOR shall deliver classroom instruction to train

Agency personnel on the updated protocols.

• Instruction Capping: Classroom instruction under this phase is strictly limited to no more than four (4) training classes.

4. Deliverables & Performance Summary

Project Phase

Deliverable / Activity Description Limitations & Constraints

Pre-Award / Kickoff

Verification of Vendor Qualifications & Certifications

Documentation of 6 required qualification areas

Phase I Current Policy & SOP Assessment & Discovery Analysis

Comprehensive review of existing critical incident SOPs

Phase II Draft OIS & Critical Incident Response Guidance & SOP Updates

Initial draft + Maximum of two

(2) revision rounds

Phase II Draft Personnel Recovery Policy incorporating relevant methodologies

Included within the Phase II revision caps

Phase II Executive Command Staff Presentation

One (1) presentation session (upon Agency request)

Phase III Classroom Training Delivery & Policy Implementation

Maximum of four (4) classroom training classes

5. Intellectual Property & Deliverables

• Pre-existing & Proprietary IP: If CONTRACTOR incorporates any pre-existing or proprietary intellectual property into the training, policies, or SOPs created under this Statement of Work, CONTRACTOR retains ownership of its pre-existing materials.

• Agency Usage Rights: To the extent any such proprietary processes or recovery frameworks are utilized, CONTRACTOR grants the Agency an unrestricted, non-exclusive license to use, maintain, and reference all such integrated materials for internal operational, administrative, and personnel management purposes.

6. Agency Roles & Responsibilities

• Single Point of Contact: The Agency shall designate a Project Coordinator to oversee review cycles, consolidate command feedback, and schedule training sessions.

• Timely Review: The Agency shall provide consolidated written feedback on

Phase II drafts in a timely manner to maintain the project schedule.

• Training Logistics: The Agency shall provide suitable training facilities, audio/visual equipment, and personnel scheduling for the four (4) classroom training sessions specified in Phase III.

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