Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

_PROJECT DEFINITION

VIEWS: 18 PAGES: 20

									                                     TEMPLATE
                                       FOR
                             CBT/VBT/WBT/IWBT TRAINING




Date last revised: 08/2008




                                      1
                              ATTENTION:

  LOCALITIES & NON-STATE AGENCIES



Please ignore/delete all references to the NYS Office of State Comptroller (OSC). Follow your
normal procedures for encumbrances of funds for these projects. Secure the approvals that your
entity would normally secure for any other procurement.




                                          2
                          COVER LETTER


             Replace text within [       ] with valid data

[italics text in brackets] are for information /directions to entity and
should be deleted before request is sent out.




                                   3
                                                           [date]

Dear Contractor:

                  The [entity name] is initiating a project under the OGS Procurement Services Group’s (PSG)
contracts for IT Services (Computer Consulting, Systems Integration, Training, On-Going Services, Maintenance &
Support). Enclosed please find the Request for Training Services (RTS) for [TYPE OF TRAINING (select one):CBT,
VBT, WBT, IWBT] for [PROJECT NAME], Project Code [PROJECT CODE].

         [ENTITY NAME] has opted not to hold a Pre-Proposal Conference. You will be afforded the opportunity to
fax, e-mail, or mail your questions to the designated contact(s) <DESIGNATED CONTACT(s) NAME> regarding
the technical scope of the requirements by the contractor query deadline. It will be [ENTITY NAME]'s responsibility to
respond to your questions in writing. All questions and associated answers will be sent to all contractors who are sent
this RTS.

         Bid(s) will be received by [ENTITY NAME] directly who will evaluate the Proposals and select a
contractor(s).

    The following is the key events schedule:
Date                       Event

[DATE]                     RTS sent
(7-10 days)
[DATE]                     Contractor Query Deadline by 3:00 p.m.
[DATE]                     Responses to Contractor Queries sent
(7-10 days)
[DATE]                     Proposal Submission
[DATE}                     Evaluation (interviews optional) and selection
[DATE]                     Tentative OSC Approval
(2 - 4 weeks)

    The restricted period as per Procurement Lobbying is from the time proposals are received through the date of OSC
approval.

     Please be aware that any expenses your firm incurs in the preparation and submission of the proposal(s) will not
be reimbursed by the State. Your firm's continued interest in providing service to the State of New York is
appreciated. You may contact this office with any questions or comments. Thank you.
Sincerely,
[ENTITY CONTACT NAME]




                                                          4
                                 INSTRUCTIONS
            FOR DEVELOPING A REQUEST FOR TRAINING SERVICES (RTS)

This template was prepared to facilitate the development of a Request for Training Services document (RTS) which will
be sent to all qualified Training Contractors who offer Computer Based Training (CBT), Video Based Training (VBT),
Web Based Training (WBT) or Interactive Web Based Training (IWBT) in the Categories of Expertise being sought.
Refer to the Mini-Bid Guidelines regarding the Categories of Expertise. Off-the-shelf courses such as WORD, Excel,
Access, etc. fall under the category of Application Development-PC.

    1.    Helpful hints have been included to assist you as follows:
             Instructions, suggestions, etc. included by OGS will be presented in italics and should be deleted from
              the RTS. They are meant to serve as a guide.
             The capitalized text found between <           > should be replaced with appropriate text. For example:
               <ISSUING ENTITY> would be replaced with your agency name and/or acronym
               <LOCATION> would be replaced with the appropriate address

    2.   Where the template identifies suggested criteria or number of references, replace these with whatever
         description or number is appropriate for your project.

    3.    The OGS language is provided and may be modified to the extent that it is not in conflict with the Back-Drop
          Contracts and the Terms and Conditions under which they were awarded. The Terms and Conditions are
          uniform for all Contracts.

    4.    The sections and paragraph headings may be changed to better address your needs.

    5.    The Attachments are identified by numbers 1-3. You are strongly urged not to change this numbering
          scheme. Where an Attachment is not used, indicate “not used” next to the Attachment Name in the Table of
          Contents and do not include it in the Attachments Section of the RTS.

    6.    If the Request for Training Services will not include any documentation from the <ISSUING ENTITY>, omit
          that section of attachments entirely. If they are included, use identifiers other than numbers 1-3, such as
          Attachments A, B, and C so they are not confused with the OGS Attachments.

    7.   The NYS Office of the State Comptroller (OSC) requires that Attachment 2b: “Cost Estimate for Training” be
         included with every bid packet that it reviews.

    8.   Where the projected cost for Training is expected to be equal to or greater than $100,000.00, prior approval
         is required from the Chief Information Officer (CIO)/Office for Technology (OFT).

    9.    G-221: OSC Bulletin Vendor Responsibility: Standards, Procedures, and Documentation Requirements
         On November 1, 2004, OSC issued Bulletin No. G-221 Vendor Responsibility: Standards, Procedures, and
         Documentation requirements. These requirements took effect for all contracts received at OSC for approval
         on or after January 1, 2005. OGS PSG is responsible for evaluating Vender Responsibility before a
         recommendation of a back-drop contract award is made. To be awarded a back-drop contract each Vendor
         responds 17 questions which, in part, address the Vendor's financial and organizational capabilities in
         determining whether or not they qualify for a back-drop contract award. If any responses are YES to
         particular questions, OGS requests a Dun & Bradstreet report. Upon review by OGS an opinion is rendered
         as to whether or not the firm should be considered for a contract award or if already on contract should that
         firm be permitted to retain its contract (i.e. annual re-filing).




                                                          5
      OGS PSG recommends that State Agencies, when issuing mini-bid procurements using the back-drop
      contracts for IT Services, seek information from each Contractor regarding their financial capability to
      perform the requested services. Prior to Award of the mini-bid project, the State Agency should make an
      affirmative determination that the Contractor's financial capability is sufficient to perform scope of the
      services requested.

 10. If this project involves Internet/Intranet or Web Hosting specifications the following must be
 included:
          Any web-based intranet and Internet information and applications development, or programming
          delivered pursuant to the contract or procurement will comply with New York State Enterprise IT
          Policy NYS-P08-005, Accessibility Web-Based Information and Applications, and New York State
          Enterprise IT Standard NYS-S08-005, Accessibility of Web-Based Information Applications, as such
          policy or standard may be amended, modified or superseded, which requires that state agency web-
          based intranet and Internet information and applications are accessible to person with disabilities. Web
          content must conform to New York State Enterprise IT Standard NYS-S08-005, as determined by
          quality assurance testing. Such quality assurance testing will be conducted by (state agency name,
          contractor or other) and the results of such testing must be satisfactory to (state agency name) before
          web content will be considered a qualified deliverable under the contract or procurement. The policy
          can be found at the following web site: http://www.oft.state.ny.us/Policy/NYS-P08-005.pdf

11.       Procurement Lobbying:
          State Finance Law sections 139-j and 139-k (Procurement Lobbying Law) set forth a series of
          requirements that the Issuing agency must address in its Project Definition. The Issuing Entity should
          use its agency-developed forms and language on Procurement Lobbying or may elect to use the model
          forms and language provided by the Advisory Council on Procurement Lobbying, available at
           http://www.ogs.state.ny.us/aboutogs/regulations/advisoryCouncil/ModelLang.html. In summary, the
          Procurement Lobbying Law requires the Issuing Entity to: develop and distribute a policy/summary of
          policy on permissible contacts; designate employees who may be contacted by an offerer during the
          restricted period; record contacts in the procurement record; obtain required certifications and
          affirmation; incorporate a required termination clause; and obtain information regarding prior non-
          responsibility determinations.

12. Mercury-Added Consumer Products
          Offerers are advised that effective January 1, 2005, Article 27, Title 21 of the Environmental
          Conservation Law bans the sale or distribution free of charge of fever thermometers containing
          mercury except by prescription written by a physician and bans the sale or distribution free of charge of
          elemental mercury other than for medical pre-encapsulated dental amalgam, research, or manufacturing
          purposes due to the hazardous waste concerns of mercury. The law further states that effective July 12,
          2005, manufacturers are required to label mercury-added consumer products that are sold or offered
          for sale in New York State by a distributor or retailer. The label is intended to inform consumers of the
          presence of mercury in such products and of the proper disposal or recycling of mercury-added
          consumer products. Offerers are encouraged to contact the Department of Environmental
          Conservation, Bureau of Solid Waste, Reduction & Recycling at (518) 402-8705 or the Bureau of
          Hazardous Waste Regulation at 1-800-462-6553 for questions relating to the law. Offerers may also
          visit the Department's web site for additional information:
          http://www.dec.state.ny.us/website/dshm/redrecy/c145home.html.




                                                       6
13. M/WBE UTILIZATION GOAL REQUIREMENTS

     In accordance with Article 15-A of the New York State Executive Law and regulations adopted
     pursuant thereto, OGS has established minimum goals for participation of New York State Certified
     minority and women-owned business enterprises for this back drop contract of 1% for Minority-owned
     Business Enterprises (MBE) participation and 1% for Women-owned Business Enterprises (WBE)
     participation. _______________(Agency) is required to implement the provisions of Article 15-A and
     5 NYCRR Part 143 for all State contracts (1) in excess of $25,000 for labor, services, equipment,
     materials, or any combination of the foregoing and (2) in excess of $100,000 for real property
     renovations and construction. For purposes of this procurement, _____________ (Agency) hereby
     abides by the minimum goals set forth or establishes increased total goals of ___% for Minority-owned
     Business Enterprises (MBE) participation and ___% for Women-owned Business Enterprises (WBE)
     participation. As a condition of this procurement, the contractor and ____________ (Agency) agree to
     be bound by the provisions of §316 of Article 15-A of the New York State Executive Law regarding
     enforcement. Contractors must document “good faith efforts” to provide meaningful participation by
     New York State Certified M/WBE subcontractors or suppliers in the performance of this contract. For
     guidance on how ___________ (Agency) will determine a contractor’s “good faith efforts,” refer to 5
     NYCRR §143.8. Additionally, Offerors must refer to Appendix C located at the following website:
     http://www.ogs.state.ny.us/purchase/bidcreation.asp for a list of forms that must be provided in order to
     fully comply with Article 15-A of the New York State Executive Law and 5 NYCRR Part 143.




                                                 7
                           REQUEST FOR TRAINING SERVICES

                                              For

                             <CATEGORY/IES OF TRAINING>

                             <Method: - CBT, VBT, WBT, IWBT*>

                                      <ENTITY NAME>




Prepared By: <ISSUING ENTITY>

Date:      Date should match cover letter for mailing of Final Version of Training Requirements


* See separate Template for Live Training.




                                               8
                                    TABLE OF CONTENTS


SECTION                                                                        PAGE

I.     OVERVIEW
       A. PURPOSE of <ISSUING ENTITY>
       B. GENERAL DESCRIPTION OF THE TRAINING WITHIN THE
          CONTEXT OF THE <ISSUING ENTITY’S> MISSION


II.    SCOPE OF THE TRAINING
       A. DEFINITION OF TRAINING SERVICES
       B. SPECIFIC TRAINING REQUIREMENTS/EXPECTATIONS & EVALUATION CRITERIA
       C. SPECIFIC SERVICES <ISSUING ENTITY> PROVIDES TO THE CONSULTANT


III.   TERMS AND CONDITIONS
       A. PROTOCOL FOR DELIVERY OF TRAINING

IV. STANDARD BID FORMAT

V. APPENDICES:
    A. SUPPORT GUIDELINES
    B. EVALUATION METHODOLOGY

VI. ATTACHMENTS (from OGS/PSG)
         Attachment 1 - Training Course Requirements Form
         Attachment 2b - Cost Estimate for Training: Method of Delivery: CBT, VBT, WBT, IWBT
         Attachment 3 - Technical Skills Checklist
         Attachment 5 – Bidder’s Candidate Certification (not applicable)
         Attachment 6 – RESERVED
         Attachment 7 – RESERVED
         Attachment 8 - RESERVED

VII. ATTACHMENTS (from <ISSUING ENTITY>)
        Attachment A -
        Attachment B -
        Attachment C -




                                                 9
                                               I.       OVERVIEW

A.       PURPOSE of <ISSUING ENTITY>



B.       GENERAL DESCRIPTION OF THE TRAINING WITHIN CONTEXT OF THE <ISSUING
          ENTITY’S> MISSION



                                        II. SCOPE OF THE TRAINING

A. DEFINITION OF TRAINING SERVICES
     Training Services will include a Consultant’s ability to furnish pre-packaged training products, and/or develop or
     customize training programs as requested. This includes, Computer Based Training (CBT), Video Based Training
     (VBT), Web Based Training (WBT) and Interactive Web Based Training (IWBT). CBT, VBT, WBT and IWBT are
     training delivery methods that provide alternatives and/or supplements to instructor-led classroom training. All
     allow the student to advance at his or her own speed and to review as needed.
      CBT Training is instruction delivered on a computer with or without supplemental workbook materials.
      VBT Training is instruction delivered on video tapes, sometimes supplemented with hands-on exercises.
      WBT Training consists of computer-based training that uses Web technologies (i.e. TCP/IP, HTTP, Web
          browsers, and HTML as the core language of the Web) and is delivered across networks.
      IWBT consists of computer-based training that uses Web technologies (i.e. TCP/IP, HTTP, Web browsers, and
          HTML as the core language of the Web) delivered across networks with the additional component of interactivity
          between the group of students and the instructor. . This Template is for CBT, VBT, WBT or IWBT Training
          proposals only.

B. SPECIFIC TRAINING REQUIREMENTS/EXPECTATIONS & EVALUATION CRITERIA
     Section 73 of the Public Officers law imposes constraints relative to State employees doing business with the
     State as follows:
      No State employee shall sell any goods or services having a value in excess of twenty-five dollars to any state
         agency unless such goods and services are provided pursuant to an award or contract let after public notice
         (Contract Reporter) and competitive bidding.
      Where the competitive bidding process is not followed to meet an agency's need for goods & services, action
         should be taken during the procurement to determine whether the seller is a State employee.
      If it is determined that the seller is a State employee, the procurement should be cancelled or suspended. The
         recommended resolution in most instances is to seek to make the purchase from an alternative source, avoiding
         the appearance of either a conflict of interest or favoritism to the State employee.

Training Requirements
    Suggested details that should be included when specifying training requirements:

        Course Length                                   Course Outline
        Course Description                              Expected Student Outcomes
        Course Objective                                Training Location(s)
        Target Audience                                 Special Training Logistics
        Number of Students                              Course Developer's Qualifications




                                                        10
       Multiple Sessions                                Technical Support
       Schedules                                        References
       Browser Requirements                             System Requirements
       Asynchronous or Synchronous*                      Licensing Options

*Asynchronous: the user sets his/her own pace and direction. No other users need to be online at the same time.
Synchronous: more than one user at a time with or without Real-time interactive group discussion.

Multiple Skill Levels
Issuing Entities electing to conduct multiple skill levels of a specific training topic (e.g. basic, intermediate and,
advanced) must identify this requirement in a clear and precise manner. Multiple skill level training delivered at
predetermined intervals is considered acceptable for a single bid as long as all requirements are specifically defined,
and the training topic remains confined to a specific software package or proprietary technique.

 Specify the minimum qualifications which the consultant (Consultant is synonymous with Training provider) must
 fulfill and detail in preparing the Proposal: certifications, minimum number of years' experience in developing
 CBT/VBT/WBT/IWBT course curricula, etc.

 Customized IT Training
 Please be reminded that the contracts awarded under Training Services can also be used for customized training
 under all categories of expertise. If customized training is required, Contractors who provide the Mode of Training
 (CBT, VBT, WBT, IWBT) within the category of expertise for which training is being sought, will be solicited for bids.
  Those Contractors will be asked to bid hourly rates for the customization. If they do not have these rates on
 contract, they can amend their contracts to add these under Group 2: Optional Ancillary Job Classifications/Titles
 using a title such as Customized Training Consultant or some equivalent.

 Because the Back-Drop Contract does not provide for not-to-exceed pricing based on an hourly rate for
 customization of training services you will be required to amend your contract to add such pricing, under Ancillary
 Titles (if you have not already done so). The packet of forms for an amendment are available on the OGS web site
 at:
                  http://www.ogs.state.ny.us/purchase/snt/awardnotes/73012S960275can.htm
 or contact Pat Weidman at pat.weidman@ogs.state.ny.us. Please submit the amendment request to OGS PSG no
 later than the bid submission date.

 IT Policy NYS-P08-005, Accessibility Web-Based Information and Applications

 If this project involves Internet/Intranet Web curriculum development and/or Web Hosting and/or
 training the following text must be included in the Training Specifications
 Any web-based intranet and Internet information and applications development, or programming delivered pursuant to
 the contract or procurement will comply with New York State Enterprise IT Policy NYS-P08-005, Accessibility Web-
 Based Information and Applications, and New York State Enterprise IT Standard NYS-S08-005, Accessibility of Web-
 Based Information Applications, as such policy or standard may be amended, modified or superseded, which requires
 that state agency web-based intranet and Internet information and applications are accessible to person with disabilities.
  Web content must conform to New York State Enterprise IT Standard NYS-S08-005, as determined by quality
 assurance testing. Such quality assurance testing will be conducted by (state agency name, contractor or other) and the
 results of such testing must be satisfactory to (state agency name) before web content will be considered a qualified
 deliverable under the contract or procurement. The policy can be found at the following web site:
 http://www.oft.state.ny.us/Policy/NYS-P08-005.pdf




                                                         11
     Security

     Add the following to the Project Definition regarding Information Security:

     Information Security Breach and Notification Act - Section 208 of the State Technology Law
     (STL) and Section 899-aa of the General Business Law (GBL) require that State entities and
     persons or businesses conducting business in New York who own or license computerized data
     which includes private information including an individual's unencrypted personal information plus
     one or more of the following: social security number, driver's license number or non-driver ID,
     account number, credit or debit card number plus security code, access code or password which
     permits access to an individual's financial account, must disclose to a New York resident when their
     private information was, or is reasonably believed to have been, acquired by a person without valid
     authorization. Disclosure of breach of that private information to all individuals affected or
     potentially affected must occur in the most expedient time possible without unreasonable delay,
     after necessary measures to determine the scope of the breach and to restore integrity, but with
     delay if law enforcement determines it impedes a criminal investigation. When notification is
     necessary, the State entity or person or business conducting business in New York must also notify
     the following New York State agencies: the Attorney General, the Office of Cyber Security &
     Critical Infrastructure Coordination (CSCIC) and the Consumer Protection Board (CPB).
     Information relative to the law and the notification process is available at:
     http://www.cscic.state.ny.us/security/securitybreach/

     Best Value Evaluation
     The <ISSUING ENTITY> will evaluate each Contractors bid based on the concept of “Best Value”. This means
     that the bid(s) which “optimizes quality, cost, and efficiency among the responsible and responsive bidders” shall
     be selected for award. (State Finance Law, Article 11, Section 163). Any factor(s) which will be included as part
     of the evaluation is included within this document. [The weight of all factors included in the evaluation will be
     identified within this document even if all criteria are evaluated on an equal basis.]

  The <ISSUING ENTITY> reserves the option to award to <more than one firm or one firm only> (Select one)

  Weight of Evaluation Factors
  The Technical Component is ___% of the evaluation and the Financial Component is ___% of the evaluation. (The
  total of both components must equal 100%). See Appendices: Evaluation Methodology.

C. SPECIFIC SERVICES <ISSUING ENTITY> WILL PROVIDE TO THE CONSULTANT:
   1) <ISSUING ENTITY CONTACT NAME(S)> will be available for technical and/or administrative assistance.
   2) Classroom availability (if necessary), hardware and software configuration.
   3) Training site logistics (e.g. terminals, PCs, network, security/access protocols, training equipment, etc.)

                                        III. TERMS AND CONDITIONS

A. PROTOCOL FOR DELIVERY OF TRAINING:

    1) The Consultant is expected to comply with the terms of the OGS/PSG Computer Consulting, Systems
       Integration, Training, On-Going Services, Maintenance & Support Back-Drop Contract.

    2) Training is targeted to commence upon project award.




                                                         12
       Be specific in terms of any special considerations which the method of training may require - Special
       hardware/software, Internet access, LANs or WANs, etc.

 3) Training will be performed at the <LOCATION ADDRESS>.

 4) The following State holidays may need to be considered during the course of this project:

                     New Year’s Day
                     Martin Luther King Day
                     Lincoln’s Birthday (floater)
                     President’s Day
                     Memorial Day
                     Independence Day
                     Labor Day
                     Columbus Day
                     Election Day (floater)
                     Veteran’s Day
                     Thanksgiving Day
                     Christmas Day
5)          The contractor will submit an invoice to the <ISSUING ENTITY> for payment of the Training. A
            Payment schedule will be mutually agreeable to all parties and will be arranged prior to the award.
            Contractor shall not be obligated to perform any scope changes unless and until the approval of OSC is
            obtained. The procedure for authorizing Project Scope Changes can be found in the Mini-Bid
            Guidelines.
 6) <ISSUING ENTITY> reserves the right to award a portion of the project and has the right to terminate the
    project at any given time based on conditions/situations such as:
                      budgetary constraints
                      additional in-house staffing resources
                      insufficient demand
                      training needs satisfied

                                         IV. STANDARD BID FORMAT

     1) <ISSUING ENTITY> will assign a staff member to act as the liaison for the <ISSUING ENTITY> and as a
        primary contact for the Consultants and PSG. <ISSUING ENTITY CONTACT NAME> will answer all
        questions regarding the Training to be held for the <ISSUING ENTITY>.

     2) The Contractor’s Proposal for Training will be composed and presented in the following format and order:

        a. Introduction - Give a brief description of the training proposed as it pertains to the <ISSUING ENTITY's>
        Request for Training Services.
        b. References - Provide a minimum of two references who will testify to the contractor's ability to provide
        the type of training requested by the <ISSUING ENTITY>. <ISSUING ENTITY> will contact these
        references and document the results of these contacts. A contractor will be made ineligible for consideration in
        the final bid award if this requirement is not satisfied.
        c. Training Services Proposed - Provide a detailed description of the training services which are clearly
        defined in terms of Methods of Delivery, content, format, duration, etc. Contractor may use the Training
        Course Requirements Form, (Attachment 1) on which to provide this information.




                                                         13
d. Financial - Provide the amount to be charged to the <ISSUING ENTITY> to complete the training.
Travel costs are not anticipated to be associated with CBT/VBT/WBT/IWBT Training.
If travel is anticipated, provide as much information as you have about the frequency, distance and duration of
the travel for the length of the project. Contractor must bid an all-inclusive rate which would absorb any
travel related expense while not exceeding their contract rates.

   THE CONSULTANT WILL PRESENT COST INFORMATION ON THE COST ESTIMATE FOR
    TRAINING, ATTACHMENT 2b. ONE FORM FOR EACH COURSE SHOULD BE SUBMITTED. IF
    THE DISCOUNT IS THE SAME FOR ALL COURSES OFFERED, USE ONLY ONE COST
    STATEMENT AND LIST EACH COURSE BY NAME.

   IF THERE ARE ANY LICENSING AND/OR RELATED COSTS, THEY MUST BE IDENTIFIED ON
    THE COST STATEMENT.

   EACH BIDDER MUST INCLUDE A COPY OF THEIR CURRENT PRICE LIST SINCE THE PRICE
    IS BASED ON A MINIMUM (NOT LESS THAN 5%) PER CENT DISCOUNT FROM LIST.

3) <ISSUING ENTITY> reserves the right to disqualify any Contractor who does not adhere to the bid format
    requested.

4) <ISSUING ENTITY> reserves the right to reject any or all bids submitted for the training services
   requested.

5) <ISSUING ENTITY> reserves the right to hire more than one contractor to complete the training
   requirements.

6) <ISSUING ENTITY> may require a resume or other information about the developer of the courseware.
   The resume will be referenced to verify that the minimum requirements (i.e., years of experience,
   certification, etc.) requested in this Training Requirements document have been satisfied. In the case of
   IWBT, conduct and interview or request a sample of the presenter’s experience in providing Interactive
   Training.




                                                 14
V.   APPENDICES




      15
                                         A. SUPPORT GUIDELINES

Issuing Entity should include the following services are to be delivered without charge.


Telephone Support: Contractor will provide unlimited telephone support to <ISSUING ENTITY> for material covered in a
course and/or course outline for at least three (3) months following the course.


Service Level:    Contractor will guarantee to respond between 7:00 a.m. and 5:00 p.m. and within four (4) business hours if
being contacted with a request for support.


Telephone Number:      The support telephone number will be a local or a toll-free number.


Electronic Mail: The Contractor may supplement telephone support services through an electronic mail process proposed by the
Contractor and approved by <ISSUING ENTITY>.




                                                          16
                                 B. EVALUATION METHODOLOGY

   1) The evaluation of the written proposals may require any of the following methods of clarification and
      validation:
          a) Proposal presentations
          b) System demonstrations
          c) Telephone, e-mail, mail, etc., correspondence with authorized Consultant representatives
   2) The Technical and Financial components of the bids will be evaluated separately bearing the weight
      assigned below:
          a) Technical Component = <TC%>
          b) Financial Component = <FC%>
   3) A proposal shall be deemed unresponsive if it fails to meet the minimum proposal criteria defined in
      this Request for Training Services. Non-responsive bids will not be evaluated or ranked.

   4) All proposals deemed responsive to the proposal criteria shall be ranked based upon the combined
      evaluations received for the Technical and Financial components of the bids.

   5) The <ENTITY NAME> reserves the right to award all or part of this project.



B. Technical Component (<TC%>): Proposal Evaluation and Criteria/Weight

   The Technical Evaluation will be organized into three (3) categories:

   1) Qualifiers (Pass/Fail) – This is a Pass/Fail Category in which the Consultant must meet minimum
      evaluation criteria to receive a passing grade. Failure to do so will result in disqualification. The
      qualifying criteria are as follows:
           <QCRITERIA>
      
      

   2) Quantifiers (<TC1%> of the Evaluation Rating) – Consultants who meet the minimum qualifying
      criteria will be scored and rated for each of the project’s Technical Requirements. Consultants not
      meeting qualifying criteria would have been disqualified and, therefore, will not be scored or rated.
      Scores will be assigned to responses to each of the project’s Technical Requirements within this
      Request for Training Services on the following basis:

   Score of:
          1 = meets minimum requirements
          2 = exceeds minimum requirements
          3 = substantially exceeds minimum requirements




                                                    17
   3) Overall Effectiveness and Ease of Implementation, Operation, and Maintenance (<TC2%> of the
      Evaluation Rating) – A score from 1 to 3 will be assigned to take into account the following:
      <OVERALL>
       a) Compatibility and ease of use of the training material.
       b) Value-added to the <ENTITY NAME> infrastructure.
       c) Overall effectiveness of the training course(s), including expected return on investment.
C. Financial Component (<FC%>): Project Cost

       OSC recommends that the Financial component carry a weight of no less than 25%. If proposing
       less than 25%, contact OSC prior to sending out solicitation.

       Costs will be independently evaluated with the lowest cost awarded the maximum available
       points (e.g. 25, 30, 100 points, etc.). All other bids will be evaluated using the following
       formula: Cost score equals available points for the category (in this case 30 points) x (low
       bid / bid under evaluation). For example, if the low bid is $60/hr and a second offer is
       $80/hr, the second bid would achieve a financial score of 75 (60 / 80 = 75%). Note: OSC will
       not approve zero (0) points to be assigned to any bid.)

   1) Percent Discount from List offered (minimum of 5%).

   2) Licensing or other costs associated with bid.

   3) Hourly costs for customization (if applicable)

   NOTE: Contractor’s current price list is required!!




                                                      18
         SECTION VI.

ATTACHMENTS (from OGS/PSG)
Attachments in the RTSAtt Packet




              19
              SECTION VII.

ATTACHMENTS (from <ISSUING ENTITY NAME>)




                  20

								
To top