21-110 RFP Talent Assessment Report.pdf

State of Oregon

2022 Talent Assessment

Intermediate Request for Proposal: S-52500-00001586

Date of Issue: 12/22/2021 Closing Date: 01/12/2022 at 1:00 PM

Single Point of Contact (SPC): Clay Martin Clay.Martin@hecc.oregon.gov mailto:Clay.Martin@hecc.oregon.gov

1. INTRODUCTION

The State of Oregon, acting by and through the Higher Education Coordinating Commission (HECC), is issuing this Request for Proposals (RFP) for a qualified contractor to perform and deliver a 2022 Oregon Talent Assessment of Oregon’s workforce. Substantial progress or the final report shall be presented at the 2022 Talent Summit on to be held on April 12, 2022 and at a Workforce and Talent Development Board (WTDB) meeting to be determined.

HECC anticipates the award of one Contract from this RFP. The initial term of the Contract is anticipated to expire June 30, 2022. HECC reserves the right to extend the contract up to 2 years and to award more than one Contract if it is HECC’s best interest.

HECC is conducting this intermediate procurement under the authority of OAR 125-246- 0170(2)(c)(C).

The maximum budget allowance for this project is $140,000.00.

2. BACKGROUND

The WTDB is the hub for solutions in the development of Oregon’s talent marketplace. The WTDB is a key resource and national leader on the future of work including the skills required to propel Oregon businesses forward and sustain individual and community prosperity. It is the acknowledged leader in advising the Governor on the interconnection and alignment of education, training, and workforce development. Because the WTDB is made up of leaders representing business and industry, labor, community-based organizations, the Oregon legislature, local government, and state agencies, it is uniquely positioned as Oregon’s workforce and talent development expert.

The current WTDB 2020-2022 Strategic Plan has sparked significant progress to realize equitable prosperity for all Oregonians through meaningful work, training, and education to empower people and employers. The 2018 Oregon Talent Assessment was a foundational document for the development of the 2020-2021 WTDB Strategic Plan, the State Workforce Plan, and the local Workforce Boards’ plans. The Oregon Talent Assessment 2020 Update expanded the work of the 2018 Assessment and developed additional key findings and recommendations.

A fresh, forward look at Oregon’s talent marketplace is needed confirming past conclusions that are still relevant and drawing new conclusions to guide future actions and investments. This analysis is essential to:

• Further work to achieve equity and close gaps;

• Address the economic and workforce impact of the pandemic and other significant events in Oregon; and

• Respond to the pace of change brought on by accelerating technological advancement.

3. SCOPE OF WORK

Below is an example of what HECC thinks it may want. Proposer should use their experience and expertise to propose alternate tasks or processes if Proposer feels that is how the work shall progress.

1. Task 1 – Kick Off Meeting: Facilitate an initial meeting with HECC to gain complete understanding of the needs and requirements of this project and to develop a final project plan.

https://www.oregon.gov/highered/institutions-programs/workforce/SiteAssets/Pages/talent-summit/2020%20Talent%20Assessment%20Update.pdf

2. Task 2 – Literature Review: Review and assess Oregon economic and workforce reports from the 2018 Oregon Talent Assessment forward and related national research and reports to summarize conclusions that continue to be relevant looking ahead to the next two to four years. These include, but are not limited to, the WTDB’s Data & Reports.

3. Task 3 – Convene or otherwise significantly engage owners, senior executives, and leaders of identified key industries in the state and other relevant business and industry stakeholders through interviews, focus groups, and surveys to confirm and expand on the conclusions drawn from the Literature Review specific to Oregon business and employers. Key industries include:

a. Healthcare

b. Advanced Manufacturing

c. Technology and Software Development

d. Energy

e. Bioscience

f. Wood Products

g. Maritime

h. Food and Beverage

i. Outdoor Gear and Apparel

j. Leisure and Hospitality

4. Task 4 – Confirm and expand on the Long-Term Industry and Occupational Projections developed by the Oregon Employment Department and other related data compared with the current education and training capacity to identify areas of over or under-investment in in-demand occupations, skills, and credentials including an analysis of progress toward and challenges to reach Oregon’s Adult Education and Training Goal.

5. Task 5 – Develop 2022 Oregon Talent Assessment Update Report: Create a draft report gathering the information, findings, conclusions, and recommendations from Tasks 2-4. Provide the draft Assessment to HECC for review. Finalize the Assessment incorporating any feedback from

HECC.

6. Task 6 – Present the Key Assessment Findings and Recommendations: Present at 2022 Talent Summit on to be held on April 12, 2022 and at a WTDB meeting to be determined. Depending on the project’s progress as of the date of the 2022 Talent Summit, the Summit presentation may focus on interim, but substantial results.

Target completion of all Tasks listed above is April 12, 2022. However, Proposer should use their experience and expertise to propose an alternate timeline if Proposer feels that additional time is required to complete the work.

4. PROPOSAL SUBMISSION

Proposals should be submitted via e-mail to HECC.Procurement@hecc.oregon.gov by 1:00 PM PST on January 12, 2022. The subject line of the e-mail should have S-52500-00001586.

5. MINIMUM PROPOSER REQUIREMENTS

Proposal must address each of the items listed in this section and all other requirements set forth in this RFP. Proposer shall describe the Goods to be provided or the Services to be performed or both.

https://www.oregon.gov/workforceboard/data-and-reports/Pages/default.aspx

A Proposal that merely offers to provide the Goods or Services as stated in this RFP will be considered non-Responsive to this RFP and will not be considered further.

A. Has, within the last five years, conducted similar work which includes gathering, evaluating, and interpreting public and private workforce, labor market and economic data.

B. Has, within the last five years, effectively engaged business and industry leaders to contribute significant and substantive qualitative and quantitative input to address workforce, labor market, and economic questions, issues and trends.

C. Has a Key Person with more than five years’ experience using public and private economic and labor market data to inform recommendations.

6. PROPOSAL CONTENT REQUIREMENTS

Proposal must address each of the items listed in this section and all other requirements set forth in this RFP.

A. Proposal Certification Sheet

The Proposer shall complete and submit the Proposer Certification Sheet (Attachment A).

B. Introduction to Proposer and Proposer’s Relevant Experience including:

• A description of Proposer’s firm.

• A description of similar projects done in the last five years, include some work done for public agencies.

• Explanation of how Proposer is a good fit for this Project.

C. Proposer’s Implementation Plan

The Proposer shall describe how they intend to do the work. The description should include:

• Proposer’s knowledge and understanding of the Project.

• The approach that Proposer will take in performing the work described in this RFP;

it should include a sample timeline and proposed schedule.

D. Key Person Experience and Resumes

The Proposer should include the resumes of all key staff that are to perform the Services.

E. Cost Proposal

7. SUCCESSFUL PROPOSER REQUIREMENTS

A. Insurance

Prior to execution of the Contract, the apparent successful Proposer shall secure and demonstrate to HECC proof of commercial general liability insurance coverage in the amounts of $1,000,000 per occurrence and $2,000,000 aggregate, unless otherwise negotiated. Taxpayer Identification Number.

B. Taxpayer Identification Number

The apparent successful Proposer shall provide its Taxpayer Identification Number on a completed W-9 form (which can be found here: https://www.irs.gov/pub/irs-pdf/fw9.pdf). The apparent successful Proposer must provide its backup withholding status on the W-9 form if either of the following applies:

• When requested by HECC (normally in an intent to award notice), or

• When the backup withholding status or any other information of Proposer has changed since the last submitted W-9 form, if any.

HECC will not make any payment until HECC has a properly completed W-9.

C. Business Registry

If selected for award, Proposer shall be duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Contract. The selected Proposer shall submit a current Oregon Secretary of State Business Registry number, or an explanation if not applicable.

All Corporations and other business entities (domestic and foreign) must have a Registered Agent in Oregon. See requirements and exceptions regarding Registered Agents. For more information, see Oregon Business Guide, How to Start a Business in Oregon and Laws and Rules. The titles in this subsection are available at the following Internet site:

http://www.filinginoregon.com/index.htm.

D. Executive Order 21-29:

Proposer(s) who are selected for a Contract/Price Agreement award under this RFP may be required to submit additional information and comply with the following:

If selected for award of a Contract/Price Agreement Proposer shall be required to certify during the term of the contract or the duration of EO 21-29, whichever expires or terminates first, that contractor has obtained Proof of Vaccination from all Workers providing goods or services at an Agency Worksite are Fully Vaccinated against COVID-19 or have met the requirements for an exception under paragraph 6 of EO 21-29.

“EO 21-29” means Governor of the State of Oregon’s Executive Order 21-29 as may be amended, https://www.oregon.gov/gov/Documents/executive_orders/eo_21-29.pdf.

For the ‘FAQ” of the Executive Order 21-29 Vaccination Requirements for State Contractors Frequently Asked Questions as may be amended.

ExecutiveOrder21-29_ContractorFAQ.pdf (oregon.gov)

8. ADDITIONAL INFORMATION

A. Governing Laws

This RFP is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this RFP, evaluation and award is the Circuit Court of Marion County https://www.irs.gov/pub/irs-pdf/fw9.pdf http://www.filinginoregon.com/index.htm https://www.oregon.gov/gov/Documents/executive_orders/eo_21-29.pdf https://www.oregon.gov/das/Procurement/Documents/ExecutiveOrder21-29_ContractorFAQ.pdf for the State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the Eleventh Amendment to the Constitution of the United States or otherwise, to or from any Claim or from the jurisdiction of any court.

B. Ownership

All Proposals submitted in response to this RFP become the Property of HECC. By submitting a Proposal in response to this RFP, Proposer grants the State a non-exclusive, perpetual, irrevocable, royalty-free, fully paid-up, worldwide license for the rights to copy, distribute, display, prepare derivative works of and transmit the Proposal solely for the purpose of evaluating the Proposal, negotiating an Agreement, if awarded to Proposer, or as otherwise needed to administer the RFP process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311 through 192.478). Proposals, including supporting materials, will not be returned to Proposer unless the Proposal is submitted late.

C. Cost of Submitting Material

Proposer shall pay all the costs in submitting its Proposal, including, but not limited to, the costs to prepare and submit the Proposal, costs of samples and other supporting materials, or costs to participate in demonstrations.

D. Statewide E-waste

If applicable, Proposer shall include information in its Proposal that demonstrates compliance with the Statewide E-Waste/Recovery Procedure 107-011-050_PR. Download the procedure by visiting www.oregon.gov/DAS, then enter the procedure number into the search bar, and find the procedure in the search results window.

E. Recyclable Products

Proposer shall use recyclable products to the maximum extent economically feasible in the performance of the Services or Work set forth in this document and the subsequent Contract.

(ORS 279B.025)

F. Printing , Binding Work

Except as provided in ORS 282.210(2), all printing, binding and stationery work, including the manufacture of motor vehicle registration plates and plates required to be affixed to motor carriers, for the State or any county, city, town, port district, school district, or other political subdivision, must be performed within the State of Oregon.

http://www.oregon.gov/DAS

ATTACHMENT A — PROPOSAL CERTIFICATION SHEET

Legal Name of Proposer:

Address:

City, State, Zip:

State of Incorporation: Entity Type:

Contact Name: Telephone: Email:

Any individual signing below hereby certifies they are an authorized representative of Proposer and that:

1. If awarded a Contract, Proposer agrees to perform the scope of work and meet the performance standards set forth in the final negotiated scope of work of the resulting Contract.

2. I have knowledge regarding Proposer’s payment of taxes and by signing below I hereby certify that, to the best of my knowledge, Proposer is not in violation of any tax laws of the state or a political subdivision of the state, including, without limitation, ORS 305.620 and ORS chapters 316, 317 and 318.

3. Proposer does not discriminate in its employment practices with regard to race, creed, age, religious affiliation, gender, disability, sexual orientation, national origin. When awarding subcontracts, Proposer does not discriminate against any business certified under ORS 200.055 as a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business. If applicable, Proposer has, or will have prior to contract execution, a written policy and practice, that meets the requirements described in ORS 279A.112, of preventing sexual harassment, sexual assault and discrimination against employees who are members of a protected class. HECC may not enter into a contract with an anticipated contract price of $150,000 or more with a Proposer that does not certify it has such a policy and practice. See https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx for additional information and sample policy template.

4. Proposer and Proposer’s employees, agents, and subcontractors are not included on:

A. the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of

Foreign Assets Control of the United States Department of the Treasury found at:

https://www.treasury.gov/ofac/downloads/sdnlist.pdf., or

B. the government-wide exclusions lists in the System for Award Management found at:

https://www.sam.gov/SAM

5. Proposer certifies that, to the best of its knowledge, there exists no actual or potential conflict between the business or economic interests of Proposer, its employees, or its agents, on the one hand, and the business or economic interests of the State, on the other hand, arising out of, or relating in any way to, the subject matter of the RFP. If any changes occur with respect to Proposer’s status regarding conflict of interest, Proposer shall promptly notify the State in writing.

6. Proposer certifies that all contents of the Proposal (including any other forms or documentation, if required under this RFP) and this Proposal Certification Sheet are truthful and accurate and have been prepared independently from all other Proposers, and without collusion, fraud, or other dishonesty.

7. Proposer understands that any statement or representation it makes, in response to this RFP, if determined to be false or fraudulent, a misrepresentation, or inaccurate because of the omission of https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx https://www.treasury.gov/ofac/downloads/sdnlist.pdf https://www.sam.gov/SAM material information could result in a "claim" (as defined by the Oregon False Claims Act, ORS 180.750(1)), made under Contract being a "false claim" (ORS 180.750(2)) subject to the Oregon False Claims Act, ORS 180.750 to 180.785, and to any liabilities or penalties associated with the making of a false claim under that Act.

8. Proposer certifies it will comply with the Pay Equity law, ORS 652.220, if applicable.

Authorized Signature Date

(Printed Name and Title) https://www.oregonlegislature.gov/bills_laws/ors/ors652.html