25-26-04 Scope of Work.pdf

SECTION TWO: SCOPE OF WORK

2.1 Overview

The City has established the overall purpose and program framework for Built to Grow.

Proposers are expected to leverage their expertise to develop the curriculum, coaching model, participant materials, and implementation approach in alignment with the program goals and desired outcomes outlined in this RFP.

The selected Program Partner will collaborate with the City's Business Development Division to plan and deliver Built to Grow for a cohort of approximately five (5) to ten (10) licensed general contractors. The Program Partner shall provide technical assistance through individualized business assessments, customized Business Growth Plans, educational workshops, virtual cohort learning sessions, individualized business coaching, and connections to strategic business resources.

The Scope of Work described in this section represents the City's minimum requirements.

Proposers are encouraged to recommend additional strategies, tools, or best practices that enhance participant engagement, strengthen program outcomes, and support the overall goals of Built to Grow.

All information related to this solicitation will be posted on the City of Greenville’s Website at:

Bid Postings • Greenville, NC • CivicEngage

2.2 Program Goals and Desired Outcomes

The overall goal of Built to Grow is to strengthen the capacity and competitiveness of participating licensed general contractors through targeted business development services that build organizational capacity, enhance business readiness, and support long-term business growth and sustainability. To achieve this goal, the Program Partner shall design and deliver services that contribute to the following program goals and desired outcomes:

Goal 1: Strengthen Business Operations and Organizational Capacity

Desired Outcomes:

• Participants complete a Business Assessment to identify business strengths, challenges, and growth opportunities.

• Participants develop an individualized Business Growth Plan with measurable business goals.

• Participants demonstrate measurable progress toward implementing the strategies and action items identified in their Business Growth Plans.

Goal 2: Increase Business Knowledge, Skills, and Readiness https://www.greenvillenc.gov/bids.aspx

Desired Outcomes:

• Participants strengthen their knowledge of business management and construction industry best practices.

• Participants gain practical tools and resources to strengthen business operations and support long-term growth.

• Participants improve their readiness to pursue future construction opportunities.

Goal 3: Expand Access to Strategic Partnerships and Business Support Services

Desired Outcomes:

• Participants are connected with strategic partners and business support services to establish relationships and strengthen their long-term business success.

• Participants increase awareness of financing, bonding, workforce development, and other business support services available to construction businesses.

• Build peer connections that encourage collaboration and knowledge sharing.

2.3 Program Participants and Timeline

Program Participants

The City anticipates selecting approximately five (5) to ten (10) licensed general contractors to participate in the Program. Eligible participants should hold an active North Carolina General Contractor license and have been in business for a minimum of three (3) years. The Program is intended for contractors seeking to strengthen their business operations, build capacity, and position their businesses to pursue larger public contracting opportunities.

The City will recruit and select program participants. Proposers should develop a Program that is appropriate for the intended participant audience and include strategies to support participant engagement and retention throughout the Program. Proposals should also include a post-program monitoring component of up to twelve (12) months to monitor participant outcomes following program completion as described in Section 2.7.

Program Duration

The City anticipates launching Built to Grow in January 2027. Built to Grow is anticipated to be completed over a six (6) month period or longer. Proposers may recommend a Program duration based on their experience and proposed methodology. Recommendations should clearly explain how the proposed timeframe supports the Program's goals and desired outcomes.

The actual contract term and schedule will be established during contract negotiations and may be adjusted to the City's discretion.

2.4 Program Design & Planning

The selected Program Partner shall collaborate with the City of Greenville's Business Development Division to plan and prepare for the successful implementation of Built to Grow.

The Program Partner shall develop a structured approach that aligns with the goals of the initiative and incorporates industry best practices in contractor and small business development.

At a minimum, the Program Partner shall:

• Meet with City staff to review program goals, project timelines, roles and responsibilities, and program expectations.

• Develop a Program Implementation Plan outlining the proposed approach, key milestones, and anticipated schedule for program delivery.

• Design a program curriculum that supports the goals of Built to Grow.

• Develop participant materials and other resources necessary to support program implementation.

• Establish a process for conducting Business Assessments and developing individualized

Business Growth Plans.

• Coordinate with the City regarding program logistics, communications, and participant engagement.

• Participate in planning meetings with City staff throughout the implementation of the program.

2.5 Business Assessments & Business Growth Plans

The Program Partner shall conduct individualized Business Assessments for each participating contractor to identify business strengths, operational challenges, growth opportunities, and technical assistance needs. Information gathered through the assessment process shall be used to develop an individualized Business Growth Plan that serves as the roadmap for technical assistance and participant progress throughout the program.

At a minimum, the Program Partner shall:

• Conduct a Business Assessment for each participating contractor.

• Develop an individualized Business Growth Plan that identifies business goals, recommended action steps, and measurable objectives.

• Review the Business Growth Plan with each participant and update the plan, as appropriate, throughout the program to reflect participant progress and evolving business needs.

• Utilize the Business Assessment and Business Growth Plan to guide the delivery of technical assistance and participant support throughout the program.

• Maintain documentation that demonstrates participant progress toward identified goals and program outcomes.

2.6 Program Services

The Program Partner shall deliver a contractor capacity building program that provides participating contractors with technical assistance through educational workshops, virtual cohort learning sessions, individualized business coaching, and access to business resources designed to strengthen business capacity and support long-term growth. Program services shall be tailored to address the goals, priorities, and business needs identified through each participant's Business Assessment and Business Growth Plan.

At a minimum, the Program Partner shall:

• Design and facilitate educational workshops.

• Facilitate virtual cohort learning sessions.

• Provide individualized business coaching.

• Connect participants with business resources and referral partners, as appropriate.

• Foster participant engagement and peer learning.

• Maintain regular communication with participants and the City.

Program Delivery Format

The City of Greenville prefers an in-person program delivery model that promotes participant engagement, collaboration, and relationship building. However, the City recognizes that certain program components may be effectively delivered through a virtual or hybrid format.

Proposers are encouraged to recommend an implementation approach that aligns with the City's preferred program structure and leverages their expertise and best practices to achieve the program's goals and desired outcomes.

At a minimum, the proposed program shall include:

• A minimum of three (3) in-person workshops;

• A minimum of three (3) virtual cohort learning sessions scheduled between the in-person workshops;

• Individualized business coaching delivered in person, virtually, or through a hybrid approach, as appropriate; and

• Participation in and support of a graduation event recognizing participants who successfully complete the program.

2.7 Program Performance & Reporting

The Program Partner shall monitor participant progress and program performance throughout the implementation of Built to Grow. The Program Partner shall maintain documentation that demonstrates participant engagement, program activities, and progress toward achieving the program goals and desired outcomes.

In addition, the Program Partner shall include a post-program monitoring component designed to evaluate participant outcomes following completion of the Program. The City anticipates a monitoring period of up to twelve (12) months; however, proposers may recommend a shorter monitoring period if supported by their proposed methodology and experience. Proposals shall describe the proposed monitoring approach, including the duration, frequency of follow-up, methods of engagement, and performance measures.

At a minimum, the Program Partner shall:

• Monitor participant attendance, engagement, and progress throughout the program.

• Maintain documentation of participant participation, completed program activities, and progress toward the goals identified in each participant's Business Growth Plan.

• Conduct post-program monitoring in accordance with the approved methodology and document participant outcomes during the monitoring period.

• Submit all reports and deliverables identified in Section 2.8.

2.8 Deliverables

Deliverable Description Program Implementation Plan A plan outlining the proposed program schedule, milestones, and implementation approach.

Business Assessment Summary

Documentation confirming completion of a Business Assessment for each participant and summarizing identified strengths, opportunities, and priority areas for business growth.

Business Growth Plans An individualized Business Growth Plan for each participating contractor.

Workshop Materials Presentation materials, participant handouts, worksheets, and other instructional resources developed for the program.

Monthly Progress Updates Brief written updates summarizing program activities completed during the reporting period, participant engagement, coaching sessions conducted, key accomplishments, challenges encountered, planned activities for the upcoming month, and any observations or recommendations to support successful program implementation.

Mid-Program Progress Report A summary of program activities completed to date, participant engagement, progress toward program objectives, and any recommendations for program adjustments.

Final Program Report A summary of program outcomes, participant progress, key accomplishments, lessons learned, recommendations for future program enhancements, and supporting performance metrics.

Post-Program Monitoring Summary Report

A summary of participant outcomes and observations during the post-program monitoring period, including measurable progress toward participant Business Growth Plans, lessons learned, and recommendations for future program implementation.

2.9 City Responsibilities

The City will work collaboratively with the selected Program Partner to support successful implementation of the Contractor Capacity Building Program. The City will be responsible for program oversight, contract administration, and coordination of activities necessary to support program delivery.

The City anticipates providing the following:

• Market the program, accept applications, verify participant eligibility, and confirm program participants.

• Designate a City Project Manager to serve as the primary point of contact for the Program Partner.

• Coordinate meeting space for in-person workshops and other program activities, as applicable.

• Coordinate the graduation event, including event logistics and participant recognition materials.

• Review program deliverables and provide timely feedback.

• Monitor contract performance and process contract payments in accordance with the terms of the contract.

• Collect participant feedback to inform program evaluation and identify opportunities for future program improvements.

• Provide refreshments for in-person workshops and the graduation event.