North Shore Workforce Investment Board Bidders Conference For WIOA One-Stop Operator September 14, 2016   RFP # A-1 MARY

GENERAL INFORMATION (PAGE 9) Request for Proposals (RFP) Schedule Target Dates-Subject to Change August 15 RFP released September 14 Proposers Conference November 4 Written Question Deadline November 14 Proposals due at North Shore WIB 70 Washington Street, Suite 314, Salem MA November 16 Proposals Forwarded to Evaluation Committee January 9 - 13 Proposal Presentations February 10 Recommendation to NSWIB Executive Committee March 9 Presentation of recommendations to Board July 1, 2017 New Contracts in Place MARY

BACKGROUND (PAGE 11) WORKFORCE INNOVATION AND OPPORTUNITY ACT One Stop Bid requirement for period July 1, 2017 to June 30, 2021 NORTH SHORE WIB Data driven Performance excellent ONE – STOP DELIVERY SYSTEM CHIEF ELECTED OFFICIAL – Strong Partnership MARY

RESOURCES (PAGE 12) STRATEGIC PLAN (including LMI for region) WIOA 2017 PLANNING FIGURES MASSACHUSETTS WIOA AND ONE STOP POLICIES MARY

ELIGIBLE PROPOSERS (PAGE 14) Eligible entities include [Section 121(d)(2)(B): An entity (public, private, or nonprofit), or consortium of entities (including a consortium of entities that, at a minimum, includes 3 or more of the One-Stop partners described in subsection (b)(1), of demonstrated effectiveness, located in the local area, which may include-- An institution of higher education; An employment service State agency established under the Wagner-Peyser Act on behalf of the local office of the agency; A community-based organization, nonprofit organization, or intermediary; A private-for-profit entity A government agency; and Another interested organization or entity, which may include a local chamber of commerce or other business organization, or a labor organization. Note: Chosen provider is a Federal Subrecipient This proposal is for one comprehensive center DAVID

SUBMISSION OF PROPOSALS (PAGE 14) ONE ORIGINAL(takes precedence) AND SEVEN COPIES ONE ELECTRONIC COPY SUBMITTED TO NSWIB OFFICE – David McDonald DATE AND TIME – 10:00AM November 14, 2016 REVIEW COMMITTEE ( WIB/ Partner/ Staff) – will become public information once this is finalized BE TIMELY, ACCURATE, CONFORM TO RFP SUBMISSION REQUIREMENTS, EASY TO REVIEW, COMPLETE, AND CLEAR DAVID

PROPOSERS’ CONFERENCE AND QUESTIONS (PAGE 16) QUESTIONS – ACCEPTED UNTIL NOVEMBER 4 ADDENDUMS – - PUBLISHED ON WEBSITE # 1: Clarifying language that only one contract will be awarded # 2: Conference call number for bidders conference # 3: Elimination of Appeal for USDOL # 4: Changed III.B to II.B, Executive Summary, Assurances and Certifications, Price Proposal # 5: Page18 - ** Funds reserved for vendors represent wages reserved for teen employment - REGISTERED APPLICANTS RECEIVE NOTICE WHEN ADDENDUMS ARE PUBLISHED. DAVID

AVAILABILTY OF FUNDS (PAGE 17) FEDERAL FUNDING – PRIMARY SOURCE The North Shore Career Centers are funded through a variety of federal and state resources, some of which are formula driven and others of which are competitively obtained through collaborative proposals among the NSWIB, the One-Stop and various Partners. FY 2017 BUDGET The contract agreement shall be modified to increase or decrease funding as needed to reflect actual federal funds received during the contract period. The successful Contractor will be awarded a cost-reimbursement contract performed pursuant to this RFP. The Board may expand the scope of the contract to include other workforce programs, funding or requirements with the Workforce Board deems necessary and appropriate. Year one reduced payments possible due to potential transition costs. MARY

PAYMENT PROCESS (PAGE 19) COST REIMBURSEMENT CONTRACT REIMBURSED MONTHLY BASED ON BUDGET DEVELOPED BY OPERATOR, NSWIB, AND CEO INCOME GENERATED MUST BE UTILIZED FOR THE CENTER AS PART OF THIS BUDGET OPERATOR MUST PERFORM TO LEVEL NEGOTIATED WITH NSWIB MARY

INTERVIEW RIGHTS TO JOBS CREATED (PAGE 20) “The successful proposer for WIOA One-Stop Operator must agree to interview and strongly consider for employment, all incumbent program operations staff (currently North Shore Career Center employees) who apply for employment with the new provider. Incumbent staff will be granted consideration for experience in lieu of education requirements for any position for which they are otherwise qualified. In the event of a transition and a reduction of staff, the NSWIB shall carefully oversee the process to ensure that there is no loss of service or reduction of quality.” MARY

MINIMUM STANDARDS (PAGE 20) MUST SUBMIT COMPLETE APPLICATION ON TIME MUST MEET REQUIREMENTS OF RFP MUST BE AN ELIGIBLE PROVIDER MUST HAVE APPROPRIATE SIGNATURES MUST SIGN REQUIRED CERTIFICATIONS IF USING SUBCONTRACTORS, MUST INCLUDE CERTIFICATIONS FROM THEM AS WELL ED

ADDITIONAL STANDARDS (PAGE 21) ABILITY TO MEET PROGRAM DESIGN AT REASONABLE COST SATISFACTORY RECORD OF PRIOR PERFORMANCE ABILITY TO PERFORM IN DEMAND-DRIVEN ENVIRONMENT WORK WITH COMMUNITY PARTNERS SERVICES TO LEAD TO ATTAINMENT OF COMPETENCIES NECESSARY EXPERIENCE, FISCAL CONTROLS, AND TECHNICAL SKILLS TO PERFORM WORK ABILITY TO TRANSITION TO OPERATOR AT A REASONABLE COST WITH NO NEGATIVE IMPACT ON PERFORMANCE. ED

APPEAL PROCESS (PAGE 23) See page 23 – 24 See Addenda #3 on slide 7 – appeal to USDOL is no longer an option ED

RESPONSE CONTENT AND INSTRUCTIONS (PAGE 25) PAGES – 40 double space/11 font COPIES – one original; one electronic; 7 hard copies SIGNATORY AUTHORITY – sole signatory for all pages PROPOSAL NARRATIVE – section II B of RFP DAVID

RESPONSE CONTENT AND INSTRUCTIONS (PAGE 25) PROPOSAL COVER SHEET PROPOSAL CHECK LIST REQUIRED CERTIFICATIONS TABLE OF CONTENTS EXECUTIVE SUMMARY – one page description of grant application – see addendum #4 PROPOSAL NARRATIVE – limited to 40 double spaced pages ASSURANCES AND CERTIFICATIONS – see addendum #4 PRICE PROPOSAL – see addendum #4 ATTACHMENTS – should include 3 references – others at applicant discretion DAVID

Program Narrative Requirements (PAGE 26 - 28) ORGANIZATIONAL CAPACITY Proposer eligibility Alignment with WIOA program goals Experience Data and performance management Organizational structure and proposed staff MARY

PROGRAM ELEMENTS / IMPLEMENTATION PLAN (PAGE 28) DEMAND DRIVEN STREAMLINE SERVICES EMPOWERING INDIVIDUALS UNIVERSAL ACCESS INCREASED ACCOUNTABILITY STRONG LEADERSHIP, OVERSIGHT, MANAGEMENT ROLE FOR WIBS AND PRIVATE SECTOR LOCAL FLEXIBILITY ED

LOCAL PROGRAM ELEMENTS / IMPLEMENTATION PLAN (PAGE 29) DEMAND DRIVEN VISIBLE LOCATION QUALITY SERVICES LEAN SYSTEM PARTNERSHIP WITH NSWIB BRINGING IN ADDITIONAL RESOURCES WIOA/COMMUNITY PARTNERS ALIGN WITH WIB STRATEGIC PLAN ED

PROGRAM ELEMENTS / IMPLEMENTATION PLAN (Page 30) Population Served - Companies - Job Seekers - Outreach and Recruitment - Eligibility - Youth - Services to Target Population MARY

REQUIRED ELEMENTS (PAGE 31) PROVISIONS OF DEMAND- DRIVEN SERVICES TO COMPANIES AND JOB SEEKERS; PROVISION OF CAREER SERVICES; ACCESS TO TRAINING SERVICES; ACCESS TO EMPLOYMENT AND TRAINING ACTIVITIES; ACCESS TO PROGRAMS AND ACTIVITIES CARRIED OUT BY ALL WIOA ONE-STOP PARTNERS; ACCESS TO DATA, INFORMATION, AND ANALYSIS FOR THE LOCAL LABOR MARKET; AND PROVISION OF JOB SEARCH, PLACEMENT, RECRUITMENT, AND EMPLOYMENT ACTIVITIES ED

DESCRIPTION OF REQUIRED ACTIVITIES (PAGE 31) INFORMATION MANAGEMENT MARKETING AND PUBLIC RELATIONS SERVICE INTEGRATION AND COORDINATION WORKSHOPS AND EVENTS FACILITY RESPONSIBILITIES, COMPLIANCE, AND TRAFFIC DESIGN ED

Involvement of Multiple Partners (PAGE 32) PARTNERS SUPPORT INTEGRATED MODEL OF SERVICE DELIVERY COLLABORATIVE PARTNER LETTERS INDUSTRY PARTENRSHIPS/SECTOR INITIATIVES MARY

PROGRAM OUTCOME AND DELIVERABLES (PAGE 33 ) PERFORMANCE MEASURES Description on how One-Stop Operator and Partners will attain all WIOA Measures Additional local Performance Measures (see sample goals) MANAGING PERFORMANCE OUTCOMES a. Methods used to track data b. Reporting to Workforce Systems Committee ED

FISCAL ACCOUNTABILITY & BUDGET (PAGE 35) ADMINISTRATIVE AND FINANCIAL MANAGEMENT PREVIOUS EXPERIENCE TWO MOST RECENT AUDITS FUNDING SOURCES BUDGET (Appendix 2.) DAVID

REFERENCES (PAGE 36) Provide 3 References: Organization Contact Person Contact Information Details of Relationship (e.g. nature of work, start/end dates of work.) DAVID

EVALUATION (PAGE 37 - 39) PROPOSALS WILL BE RANKED BASED UPON COMPARATIVE CRITERIA The ability of the proposer to meet the program design specifications and performance goals A satisfactory record of past performance in operator-related activities The ability to perform in a demand-driven environment The ability to work with community partners and make referrals as needed The ability to provide services that can lead to the achievement of competency standards for job seekers with identified deficiencies  A satisfactory record of integrity, business ethics, and fiscal accountability The necessary organization, experience, accounting, and operation controls The technical skills to perform the work DAVID

SELECTION PROCESS (PAGE 39) EVALUATION COMMITTEE REVIEW PRESENTATIONS RECOMMENDATION TO BOARD CONTRACT NEGOTIATIONS DAVID

Contact Information (PAGE 39) DAVID MCDONALD DIRECTOR OF GRANTS AND ADMINISTRATION NORTH SHORE WORKFORCE INVESTMENT BOARD 70 WASHINGTON STREET, SUITE 314 SALEM, MA 01970 dmcdonald @northshorewib.com 978.741.3805 DAVID