July 2026 revision 1

DEPARTMENT OF REVENUE

REQUEST FOR PROPOSALS FOR

SMALL ORDER PURCHASE FOR

CONTINUING EDUCATION AND

WORKFORCE DEVELOPMENT

Cherelle Parker, Mayor

Kathleen McColgan, Commissioner, Department of Revenue , The City of Philadelphia

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TABLE OF CONTENTS

1. INTRODUCTION

1.1 Values

1.2 Contracting with the City of Philadelphia

1.3 Contacting Us

2. SERVICES WE ARE LOOKING FOR

2.1 Overview

2.2 Project Details

Services

Compensation

Project Schedule

3. HOW TO SUBMIT YOUR RESPONSE

3.1 RFP Schedule

3.2 What You Must Include in Your Response

Online Submission Required by the Application Deadline

4.1 Overview

4.2 Selection Process

4.3 Award

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1. INTRODUCTION

1.1 Values

The City of Philadelphia is committed to ensuring all businesses have access to contracting opportunities with the City and seeks to promote the economic development of small and local businesses.

1.2 Contracting with the City of Philadelphia

The City of Philadelphia (“the City”) has two primary categories of contract opportunities:

Consistent with our values, the City requires that all contractors and subcontractors be in compliance with our laws, regulations, and polices, including:

Please closely review the City’s contract attachments including the standard terms and conditions.

Any contract resulting from this RFP will incorporate and be governed by these documents. You must raise any objections to these standard terms and conditions in your proposal.

Objections are not favored and may be weighed against your proposal and negotiation of proposed objections may extend the contracting time. Additionally, the City need not consider later-raised objections.

IF ELIGIBLE, YOU ARE ENCOURAGED TO:

✓ Apply for Local Business Entity (LBE) certification with City’s Procurement Department.

If you provide your LBE status and/or promise to have a Local Impact, this must be used as a positive factor in evaluation and potential selection. Additionally, some opportunities are exclusively reserved for LBE certified businesses.

Includes consulting, legal or creative services and other service types

Includes supplies and equipment and public works

PROCUREMENT PROFESSIONAL SERVICES

CITY BUSINESS

LICENSES AND

PERMIT

REQUIREMENTS

PAYMENT OF CITY

BUSINESS TAXES

OR OTHER

INDEBTEDNESS

OWED TO THE CITY

CHAPTER 17-1300.

PHILADELPHIA 21ST

CENTURY MINIMUM

WAGE AND BENEFITS

STANDARD

1 2 3 https://www.phila.gov/services/business-self-employment/bidding-on-a-city-contract/get-certified-as-a-local-business-entity/ https://business.phila.gov/ https://business.phila.gov/ https://business.phila.gov/ https://business.phila.gov/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://www.phila.gov/services/business-self-employment/business-taxes/ https://codelibrary.amlegal.com/codes/philadelphia/latest/philadelphia_pa/0-0-0-296070 https://codelibrary.amlegal.com/codes/philadelphia/latest/philadelphia_pa/0-0-0-296070 https://codelibrary.amlegal.com/codes/philadelphia/latest/philadelphia_pa/0-0-0-296070 https://codelibrary.amlegal.com/codes/philadelphia/latest/philadelphia_pa/0-0-0-296070 https://codelibrary.amlegal.com/codes/philadelphia/latest/philadelphia_pa/0-0-0-296070

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1.3 Contacting Us

For technical questions or concerns connected to this RFP, email eContractPhilly@phila.gov or call

(215) 686-4914.

• Please note the phone number provided is not a live helpline.

• Allow for enough time prior to any application deadline to receive a response to your request. The City will not extend a deadline even if it has not responded to your question or request.

mailto:eContractPhilly@phila.gov

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2. SERVICES WE ARE LOOKING FOR

2.1 Overview

Department

Issuing

The Department of Revenue seeks proposals for the delivery of training services, including workshops and customized training programs focused on professional development, leadership development, and operational effectiveness.

Term

The term of the contract is expected to start on or about October 1, 2026.

“The City may, at its sole option, amend the Contract to add up to three (3) additional terms, each not to exceed one year.”

Compensation Compensation cannot exceed a total of $75,000.

Local Business

Criteria

Both Local Impact and certified Local Business Entity status can be considered positive factors in evaluation. Local Impact is considered employing City residents or performing work in the City.

https://www.phila.gov/documents/local-business-entity-information/.

Services

Through this RFP, the City is seeking a contractor to perform the following services:

Provide customized training for workforce development needs. These courses should be offered in person or virtually through an online platform. These courses can also include professional development credits for continuing education programs.

2.2 Project Details

Services

Services will include classroom and virtual training sessions covering the following topics and related subject areas:

Communication Skills for Customer Service Professionals

Basic Administrative Support Skills

Business Writing That Works

Call Center Training

Change Management: Change and How to Deal with it

Conflict Resolution: Getting Along in the Workplace

Developing Executive Presence

Diversity Training- Diversity, Inclusion and Belonging

Acknowledging and Overcoming Hidden Biases

Operational Excellence Leadership

Facilitation Skills https://www.phila.gov/documents/local-business-entity-information/

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Confidence Building

Leading Without a Title

Professional Supervisor Certificate

Public Speaking

Results-Oriented Coaching

Time Management

Customer Service Certification

Six Sigma Yellow Belt

Change Management for Improvement Initiatives

Innovation and Continuous Improvement

Data-Driven Decision Making

Introduction to Continuous Improvement Courses

Problem-Solving and Critical Thinking

Trauma Informed Training

Executive Coaching

Overall goals and objectives

The goal of the Continuous Education and Workforce

Development training is to strengthen organizational effectiveness by equipping the Department of

Revenue Leadership with operational and continuous improvement skills necessary to support employee performance, enhance service delivery, and advance departmental goals. Through comprehensive professional development and continuous improvement training, the training will foster a culture of accountability, innovation, collaboration, and operational excellence while ensuring leadership provides reliable, high-quality, customer-focused service grounded in integrity and professionalism.

Tasks, milestones, or deliverables

In partnership with the Training and Development Unit, the vendor will assess organizational training needs;

develop and implement leadership and continuous improvement training for all employees; provide executive coaching; and provide professional development opportunities in areas including customer service, coaching, communication, technical skills, employee engagement, performance management, and operational efficiency.

All Revenue leadership staff will participate in mandatory courses designed to strengthen management and leadership competencies while enhancing service delivery, accountability, integrity, collaboration, and overall workplace effectiveness. Key milestones include conducting training needs assessments, launching training sessions and workshops, establishing evaluation

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Deliverables will include comprehensive training curricula, facilitator guides, workshop materials, employee development resources, evaluation reports, and continuous improvement recommendations that support organizational effectiveness, workforce development, and service excellence.

Organization and personnel requirements

Vendor will discuss each project with the Talent and

Development liaison prior to beginning work.

Performance requirements, cost for the e-training development and a timetable will be agreed to in discussion with the Talent and Development Manager. At a minimum, the deliverable must meet the expectations of the Supervisory Development Program, which will be made clear in pre-project planning discussions.

Technological requirements Courses must be offered online, in person and accessible through a virtual platform.

Reporting requirements

Vendor must be able to provide certification of achievement for each student at the completion of each training or workshop. The vendor must also have a system in place to track training attendance and send out notifications for upcoming trainings.

The successful Applicant shall report to the Training liaison on a regular basis regarding the status of the project and its progress in providing the contracted services and/or products. At a minimum, the successful

Applicant shall submit a monthly invoice detailing the services and/or products provided, the goals/tasks accomplished, and the associated costs. If hourly rates are charged, the invoice must also detail the number of hours, the hourly rate, and the individual who performed the service.

2. Vendor must respond to e-mails or voice messages from the training liaison within two business days.

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Compensation

Applicants are the e required to provide a cost proposal in their response which includes:

• A line-item breakdown of the costs for the specific services and work products proposed.

• A price that includes all costs, such as administrative or fringe costs, proposed to be charged to the City.

Cost proposals typically are:

• Fixed price, where payment is not based on time or resources expended, or

• Hourly rate, where payment is based on time or resources expended.

Compensation Not to exceed $75,000 for a contract resulting from this RFP.

Cost Proposal Type The vendor will be paid by the per-person or daily rate, depending on the service.

Terms of Payment

Cost breakdown is required for each workshop/ training in proposal. Vendor will be paid once invoice is received and verified against attendance records.

Please note travel costs are reimbursable only if approved by the Department and in accordance with current City policies; commuting costs are not reimbursable. The City has adopted the Federal

Government Maximum Per Diem rate.

Project Schedule

October 2026- September 2027 https://www.gsa.gov/travel/plan-book/per-diem-rates https://www.gsa.gov/travel/plan-book/per-diem-rates

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3. HOW TO SUBMIT YOUR RESPONSE

3.1 RFP Schedule

RFP Posted July 27, 2026

Applicant Questions Due

August 3, 2026, by 5pm Local Philadelphia Time

Questions must be emailed to Stefanie H. Smith at

Stefanie.H.Smith@phila.gov and

RevenueContracts@phila.gov

Answers Posted on eContract

Philly August 7, 2026

Proposals Due August 14, 5pm Local Philadelphia Time

Applicant Selection September 1, 2026

Contract Execution October 1, 2026

Commencement of Work October 1, 2026

The above dates are estimates only. Notice of changes in the pre-proposal meeting date, time or location, and due date for Applicant questions will be posted on eContract Philly. Should the

Department change the date for the Application submission, a notice/Addendum will be posted on eContract Philly.

3.2 What You Must Include in Your Response

1. Introduction

2. Company Profile

3. Company contact information

4. Proposed Scope of Work, addressing all items in Section 2 and describing how the Applicant will meet project requirements

5. Proposed Schedule

6. Cost Proposal

7. Project Personnel Statement of Applicant’s Qualifications/Relevant Experience

8. References mailto:Smith at Stefanie.H.Smith@phila.gov mailto:RevenueContracts@phila.gov https://philawx.phila.gov/econtract/ https://philawx.phila.gov/econtract/ https://philawx.phila.gov/econtract/

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9. Written Statement of Financial Capacity from independent source and at least one current financial document (audited or unaudited financial statements, bank statements or references, Form 990)

10. Stated exceptions to terms and conditions, if any, and reasons for the request

11. Local Business Certification and justification and/or documentation

12. Provide the following statement: “If awarded this contracting opportunity and this contract opportunity is valued at or over $99,000 or the amount expected to be realized by the

Applicant is at or over $99,000, the Applicant will provide all Transparency in Business disclosures required by Section 17-1402(1)(b)(.4) of the Philadelphia Code prior to contract conformance.”

Applicant Proposed Scope of Work responses should be limited to 5 pages.

3.3 Response Requirements

Online Submission Required by the Application Deadline

You must apply online through eContract Philly to be considered for this contract opportunity. The

City will not accept responses in any other format.

If you are not already registered with eContract Philly, you must first register for an account before you can apply to this opportunity. Note that each legal entity must have a separate account; you may not utilize or repurpose another entity’s account for this application.

A Complete Application is Required

Please give yourself as much time as possible to start and complete your online application. The City will not consider proposals that are submitted late.

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Use the Below Submission Checklist

This is a tool to help you to submit a complete, accurate, responsive, and on time application.

DOES MY RESPONSE MEET THE PROPOSAL REQUIREMENTS?

Did you submit the proposal before the stated deadline in RFP Section 3.1?

Did the proposal explain how Applicant meets the goals and objectives, tasks, milestones, and deliverables, and other requirements described by the Department under “Services” in RFP Section 2.2?

Does your cost proposal meet the requirements under “Compensation” in RFP Section 2.2?

Does your cost proposal meet the requirements under “Project Schedule” in RFP Section

2.2?

Does your proposal meet the overall format and content requirements described in RFP

Section 3.2, including the independent Statement of Financial Capacity” and the page limit?

If applicable, was the Local Business Certification and justification and/or documentation provided in the proposal?

Does your application provide the mandatory statement: “If awarded this contracting opportunity and this contract opportunity is valued at or over $99,000 or the amount expected to be realized by the Applicant is at or over $99,000, the Applicant will provide all Transparency in Business disclosures required by Section 17-1402(1)(b)(.4) of the Philadelphia Code prior to contract conformance.”

Did you review the entire RFP and Contract Attachments, including the Terms and

Conditions?

◼ Did you state any objections to these document Terms and Conditions? You must raise any objections to these standard terms and conditions in your proposal. Objections are not favored and may be weighed against your proposal;

additionally, the City need not consider later-raised objections.

Was the proposal submitted electronically through eContract Philly?

Was the proposal submitted under the correct opportunity number?

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Was the application signed by clicking on the “submit” button at the conclusion of the eContract Philly submission process?

Was the individual who signed the application an authorized signatory for the Applicant?

4. HOW WE SELECT A CONTRACTOR &

AWARD THE CONTRACT

4.1 Overview

After the proposal deadline, a diverse panel will review the submitted, complete and eligible proposals. In some cases, the finalists may be contacted for an interview or other final selection step. Once the department managing the RFP selects an Applicant, the Applicant will be notified and will enter into negotiations with the department.

4.2 Selection Process

Although, cost to the City is a material factor, it is not the sole, or necessarily the determining factor, in proposal evaluation. If the City chooses to make an award of a contract from this RFP, the City may, at its sole discretion, award such contract to a person or entity other than the responsible

Applicant submitting the lowest price when the City determines, in its sole discretion, it is most advantageous to the City and in the City’s best interest to do so.

To select an Applicant for this contract opportunity, the City uses the below standard criteria in its selection process.

1. Superior ability or capacity to meet particular requirements of contract and needs of City

Department and those it serves

2. Eligibility under Code provisions relating to campaign contributions

3. Superior prior experience of Applicant and staff

4. Superior quality, efficiency and fitness of proposed solution for City Department

5. Superior skill and reputation, including timeliness and demonstrable results

6. Special benefit to continuing services of incumbent, such as operational difficulties with transition or needs of population being served

7. Benefit of promoting long-term competitive development and allocation of experience to new, local, or small businesses

8. Lower cost

9. Administrative and operational efficiency, requiring less City oversight and administration

10. Anticipated long-term cost effectiveness

11. Meets prequalification requirements

12. Applicant’s certification of its Local Business Entity/Local Impact status

The Department cannot communicate with other Applicants not selected for the opportunity about their proposals until after an agreement is finalized

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The Department is not obligated to debrief an unsuccessful Applicant on why we’ve made the decision not to select them for award.

4.3 Award

The City will post a notice on eContract Philly once the City decides which Applicant will be awarded the contract. There is no waiting period before the contract may be executed.

If selected for award, the Applicant will have to comply with laws, regulations, polices in order to be eligible for award of the contract and to maintain the contract after award.

WHAT ARE MY RESPONSIBILITIES IF I’M AWARDED THE CONTRACT?

Have an active Business Income and Receipts Tax (BIRT)

Account Number.

REGISTER HERE.

Have an active Commercial Activity License (CAL) Number REGISTER HERE

Obtain a Philadelphia Tax and Regulatory Status and Clearance

OBTAIN A TAX

CLEARANCE

CERTIFICATE HERE

Meet the Campaign Contribution Disclosures Requirements

INFORMATION ON

DISCLOSURE/ELIGIBILITY

IS HERE

{If the awarded contract is valued at or over $99,000} Submit all

Transparency in Business disclosures

TRANSPARENCY IN

BUSINESS REGULATIONS

ARE HERE

Comply with the 21st Century Minimum Wage and Benefits

Ordinance

CURRENT LIVING WAGE

RATE CAN BE FOUND

LOCATED HERE

If applicable, comply with federal Health Insurance Portability and Accountability Act (HIPAA)

SEE TERMS AND

CONDITIONS IN THE

OPPORTUNITY

INFORMATION

https://ework.phila.gov/revenue/ https://www.phila.gov/services/permits-violations-licenses/get-a-license/business-licenses-permits-and-approvals/get-a-commercial-activity-license/ https://www.phila.gov/services/payments-assistance-taxes/get-tax-clearance/ https://philawx.phila.gov/econtract/ https://www.phila.gov/publications/transparency-in-business-regulations/#/