FY24 Management Meeting Training Amendment2_solicitation.pdf

Request for Quotation

RFQ number: USPR-01Training Amendment 1

Quotes due no later than: June 5, 2024 at 1:00 pm (CST)

Provide quotes to: Victoria Tarin (Victoria_Tarin@txwp.uscourts.gov]

The U.S. Probation, Western District of Texas(PR) is requesting quotes for the items described below.

Using the quote sheet provided herein, email your quote no later than the date and time specified above. Late quotes will not be considered unless the judiciary determines, at its own discretion, that considering the late quote is in the judiciary’s best interest and will not unduly delay the procurement.

The Court intends to make an award based on the lowest priced, technically acceptable quote.

All items should be quoted as a fixed price. Payment terms will be considered Net 30 unless more favorable terms are offered.

The period of performance will be:

1 – General training session during a date to be determined between June 6-7, 2024 2 – Specialized manager session to be conducted on a date to be determined before October 1, 2024

The place of performance will be at Tapatio Springs 1 Resort Way Boerne Tx 78006 for first training. Location for following will be determined based on response and discussion with management but held prior to October 1, 2024.

Sincerely, Victoria Tarin

Quote Sheet for RFQ # USPR-01Training Amendment 1 Instructions for Quoter:

Provide the information requested here and below at Provision 3-5 and Clause 7-10:

Company name:

DUNS number or UEI:

Discount terms, if other than Net 30:

Instructions for Quoter:

Fill in the unit price and extended price for each item.

Fill in the grand total amount.

Item

Description

Qty

Unit of Issue

Unit Price ($)

Extended Price ($)

1 Management training as described in scope of work – two separate training sessions

1 EA

2 Coaching Session – Mutually agreed upon date

To be determined by curriculum

GRAND TOTAL: $

Description:

The US Probation Offices assists the federal courts in the fair administration of justice by preparing presentence investigation reports of the highest quality and by effectively supervising offenders using a balanced approach of proactive strategies thereby protecting the public and helping our offenders successfully reintegrate into the community.

In doing so staff work in a high stress environment where at which time it may be difficult to heighten their sensitivity to meet the needs of their staff. Probation would like to provide training whereby supervisors will learn how to hold staff accountable in a respectful manner and promote positivity through wellness in the workplace. Emotional intelligence is key from both perspectives and management would like supervisors to heighten their ability to transition from not only wellness (physically and mentally) but for their own personal welfare and that of their staff’s.

At a minimum the training offered must provide two onsite courses with follow-up coaching sessions. Onsite sessions will for an audience of approximately of 55 employees and no more than 8 hours per day. Required training material should be proposed to management separately due to budgetary constraints. The remote sessions shall be conducted on a mutually agreed upon platform within an agreed upon duration after award.

Probation has scheduled a management meeting the first week of June and is soliciting and intends to award a single firm-fixed price contract for training services as described.

Travel:

Travel expenditures will not be compensated.

Preparation Instructions for Quotes:

Each proposal shall be organized according to the following format and include sections for each of the items listed.

• Company Background – vendor should provide a short narrative on background, number of years in business, federal tax id number, DUNS number, etc.

• Experience and Qualifications - The vendor is required to have 5 (five)years prior experience in relation to the services described in this solicitation for customers similar to or with relevance in the size, and nature of work. Vendor shall describe the vendor’s experience as it pertains to prior statement; provide names, addresses and telephone numbers for a minimum of three (3) customers for whom the vendor has provided similar services within the last 18 months. The vendor should include a brief description of the scope of products and services provided to the customer and the duration of the contract. Probation may contact some or all the references provided to determine the vendor’s performance record.

• Technical Approach – response should include a detailed description on what equipment is required for the onsite sessions.

• Resource Plan - Vendor shall describe number what will be provided or needed for training.

• Price – pricing shall be submitted using the price sheet included in this solicitation.

TERMS AND CONDITIONS

The following judiciary terms and conditions are incorporated into this request and will be included in the resulting order.

SOLICITATION PROVISIONS

Provision 3-5, Taxpayer Identification and Other Offeror Information (APR 2011)

(a) Definitions. "Taxpayer Identification (TIN)," as used in this provision, means the number required by the Internal Revenue Service (IRS) to be used by the offeror in reporting income tax and other returns. The TIN may be either a social security number or an employer identification number.

(b) All offerors shall submit the information required in paragraphs (d) and (e) of this provision to comply with debt collection requirements of 31 U.S.C. §§ 7701(c) and 3325(d), reporting requirements of 26 U.S.C. §§ 6041, 6041A, and implementing regulations issued by the IRS. If the resulting contract is subject to the payment reporting requirements, the failure or refusal by the offeror to furnish the information may result in a 31 percent reduction of payments otherwise due under the contract.

(c) The TIN may be used by the government to collect and report on any delinquent amounts arising out of the offeror's relationship with the government (31 U.S.C. § 7701(c)(3)). If the resulting contract is subject to payment recording requirements, the TIN provided hereunder may be matched with IRS records to verify the accuracy of the offeror's TIN.

(d) Taxpayer Identification Number (TIN): ______________________________

[ ] TIN has been applied for.

[ ] TIN is not required, because:

[ ] Offeror is a nonresident alien, foreign corporation or foreign partnership that does not have income effectively connected with the conduct of a trade or business in the United States and does not have an office or place of business or a fiscal paying agent in the United States;

[ ] Offeror is an agency or instrumentality of a foreign government;

[ ] Offeror is an agency or instrumentality of the federal government.

(e) Type of Organization:

[ ] sole proprietorship;

[ ] partnership;

[ ] corporate entity (not tax-exempt);

[ ] corporate entity (tax-exempt);

[ ] government entity (federal, state or local);

[ ] foreign government;

[ ] international organization per 26 CFR 1.6049-4;

[ ] other

(f) Contractor representations. The offeror represents as part of its offer that it is [___], is not [___] 51% owned and the management and daily operations are controlled by one or more members of the selected socio-economic group(s) below:

[ ] Women Owned Business [ ] Minority Owned Business (if selected then one sub-type is required)

[ ] Black American Owned [ ] Hispanic American Owned [ ] Native American Owned (American Indians, Eskimos, Aleuts, or Native Hawaiians) [ ] Asian-Pacific American Owned (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, U.S. Trust Territory of the Pacific Islands (Republic of Palau), Republic of the Marshall Islands, Federated States of Micronesia, the Commonwealth of the Northern Mariana Islands, Guam, Samoa, Macao, Hong Kong, Fiji, Tonga, Kiribati, Tuvalu, or Nauru) [ ] Subcontinent Asian (Asian-Indian) American Owned (persons with origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the Maldives Islands, or Nepal) [ ] Individual/concern, other than one of the preceding.

(end)

Provision B-1, Solicitation Provisions Incorporated by Reference (SEP 2010) This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

The following provisions marked with an ‘X’ are incorporated by reference:

2-15 Warranty Information (JAN 2003) 2-70 Site Visit (JAN 2003) 2-85A Evaluation Inclusive of Options (JAN 2003) 2-85B Evaluation Inclusive of Options (JAN 2003) 2-85C Evaluation of Options Exercised at Time of Contract Award (JAN 2003) 3-185 Evaluation of Compensation for Professional Employees (JAN 2003) 4-155 Alternate Awards (JUN 2014) 4-165 Price Proposal Instruction – Multi-Year Contract (JUN 2014) http://www.uscourts.gov/procurement.aspx

CONTRACT CLAUSES

Applicable to both the solicitation and contract

Clause 7-10, Contractor Representative (JAN 2003)

(a) The contractor's representative to be contacted for all contract administration matters is as follows (contractor complete the information):

Name:

Address:

Telephone:

E-mail:

Fax:

(b) The contractor's representative shall act as the central point of contact with the judiciary, shall be responsible for all contract administration issues relative to this contract, and shall have full authority to act for and legally bind the contractor on all such issues.

Clause B-5, Clauses Incorporated by Reference (SEP 2010) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

The following clauses marked with an ‘X’ are incorporated by reference:

2-5B Inspection of Services (APR 2013) 2-20A Incorporation of Warranty (JAN 2003) 2-40B Delivery of Excess Quantities (JAN 2003) 2-50 Continuity of Services (JAN 2003) 2-55 Privacy or Security of Safeguards (JAN 2003) 2-80 Judiciary Property (JAN 2003) 2-90C Option to Extend Services (APR 2013) 2-90D Option to Extend the Term of the Contract (APR 2013) 2-110 Option to Purchase Equipment (JAN 2003) 2-125 Security for Advance Payment (APR 2013) 2-130 Energy Efficiency in Energy-Consuming Products (APR 2013) 2-135 Acquisition of EPEAT®-Registered Personal Computer Products (MAR 2019) 2-140 Judiciary IT Security Standards (APR 2013) 3-1 Contractor Use of Mandatory Sources of Products or Services (JUN 2012)

X 3-3 Provisions, Clauses, Terms and Conditions - Small Purchases (JUN 2014) http://www.uscourts.gov/procurement.aspx

4-150 Cancellation Under Multi-Year Contracts (JUN 2014) 5-1 Payments under Personal and Professional Services Contracts (APR 2013) 5-30 Authorization and Consent (JAN 2003) 5-30 Alternate I (JAN 2003) 6-10 Deposit of Assets Requirements (APR 2013) 6-15 Deposit of Assets Instead of Surety Bonds (JAN 2003) 6-65 Rights in Data – Special Works (JAN 2010) 6-75 Rights to Data in an Offer (APR 2013) 6-80 Rights in Data – Existing Works (JAN 2010) 6-90 Notice and Assistance Regarding Patent and Copyright Infringement (APR

2010) 6-110 Deferred Ordering of Technical Data or Computer Software (JUN 2014)

X 7-1 Contract Administration (JAN 2003) X 7-5 Contracting Officer's Representative (APR 2013) X 7-15 Observance of Regulations/Standards of Conduct (JAN 2003) X 7-25 Indemnification (AUG 2004) 7-45 Travel (APR 2013) 7-55 Contractor Use of Judiciary Networks (JUN 2014) 7-70 Judiciary Property Furnished "As Is" (APR 2013) 7-95 Contractor Inspection Requirements (JAN 2003) 7-115 Availability of Funds (JAN 2003) 7-160 Limitation on Withholding of Payments (APR 2013) 7-170 Notice of Intent to Disallow Costs (JAN 2003) 7-180 Prohibition of Assignment of Claims (JUN 2012)

X 7-215 Notification of Ownership Changes (JAN 2003)