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Case Record Storage and Retrieval Services RFP (Part I)

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APPENDIX B: STATEMENT OF WORK<br />

TABLE OF CONTENTS<br />

TITLE<br />

PAGE<br />

PREAMBLE ................................................................................................................ 131<br />

1.0 SCOPE OF WORK OVERVIEW ................................................................................ 132<br />

1.1 Contractor Personnel .............................................................................. 132<br />

1.2 County Personnel ................................................................................... 133<br />

1.3 Quality Control ........................................................................................ 134<br />

1.4 Quality Assurance Plan .......................................................................... 134<br />

1.5 Hours of Operation ................................................................................. 135<br />

2.0 COUNTY FURNISHED ITEMS .................................................................................. 137<br />

2.1 Cultural Awareness/Sensitivity Training .................................................. 137<br />

2.2 Civil Rights Training ................................................................................ 137<br />

2.3 Child Abuse Training .............................................................................. 137<br />

2.4 Elder Abuse ............................................................................................ 137<br />

2.5 County Furnished Materials .................................................................... 137<br />

2.6 Messenger <strong>Services</strong> for the Department of Children <strong>and</strong> Family<br />

<strong>Services</strong> .................................................................................................. 137<br />

3.0 CONTRACTOR FURNISHED ITEMS .......................................................................... 138<br />

3.1 Personnel ............................................................................................... 138<br />

3.2 Equipment, Supplies, <strong>and</strong> Materials ....................................................... 139<br />

3.3 <strong>Storage</strong> Space ........................................................................................ 139<br />

3.4 Designated Site for Department of Children <strong>and</strong> Family <strong>Services</strong> .......... 139<br />

3.5 Physical <strong>and</strong> Access Security ................................................................. 139<br />

3.6 Inventory System .................................................................................... 140<br />

3.7 Posted Materials ..................................................................................... 141<br />

3.8 Training ................................................................................................... 141<br />

4.0 SPECIFIC TASKS & DELIVERABLES ....................................................................... 141<br />

4.1 Initial Transfer, Inventory, <strong>Storage</strong> <strong>and</strong> Tracking of records<br />

<strong>and</strong> boxes for all <strong>Case</strong> <strong>Record</strong>s .............................................................. 141<br />

4.2 Contractor Provided Messenger Pick Up & Delivery Service .................. 143<br />

4.3 Receipt, <strong>Storage</strong>, <strong>Retrieval</strong> <strong>and</strong> Refiling Requirements for Open<br />

& Closed <strong>Case</strong> <strong>Record</strong>s <strong>and</strong> Special Invoice <strong>Record</strong>s ........................... 146<br />

4.4 Receipt, <strong>Storage</strong>, <strong>Retrieval</strong> <strong>and</strong> Refiling Requirements for Boxes<br />

of In-Home Supportive <strong>Services</strong> (IHSS) Timesheets, Boxes of<br />

CASE RECORD STORAGE AND RETRIEVAL SERVICES (<strong>RFP</strong>) 2012<br />

129

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