DOR-025-24 Managing Difficult Employees Training RFQ.doc

REQUEST FOR QUOTES (RFQ)

Managing Difficult Employees Training Oregon Buys # S-15000-00010051 Issuing Office:

Department of Revenue (Agency) Agency Contact

Information (Authorized Representative):

Nick Hill Address:

955 Center St NE

Salem, OR 97301 Phone:

(971) 301-0481 E-mail:

_dor.procurement@dor.oregon.gov_ Offer Due Date and Time:

May 1, 2024 2:30 PM

1. Introduction

The Oregon Department of Revenue (Agency) administers Oregon tax laws, supports partners’ programs, and acts as a central debt collection agency for other state agencies, boards, commissions, and local governments. DOR is committed to bringing in the revenue that Oregon counts on, whether it’s through tax programs we administer, supporting our partners’ revenue collection efforts, or collecting on debts owed the state of Oregon.

The agency is looking for training to help with employee communication and motivation that will help satisfy a key performance metric of providing at least 20 hours of training each year to our employees.

2. Overview The Agency’s Human Resources Division is looking for a trainer to provide 2 (two) in-person training sessions for managers and supervisors (approximately 120 individuals total) on Managing Difficult Employees.

3. Scope of Services:

3.a. Tasks and Deliverables:

The instructor shall provide training sessions on 2 (two) separate days in 2024 on Managing Difficult Employees. Trainings shall be in-person and shall not be recorded by the Agency. Both training shall be provided by 12/31/2024.

3.b. Course Learning Objectives:

The Course should address the following topics:

· How to have difficult conversations.

· Best practices for addressing performance or behavioral issue with employees.

· How to deal with anxiety around “confronting” employee

· How to establish and build trust with employees.

· The difference behavioral issues and performance issues and how to address each.

· How to develop an Improvement Plan.

· Best practices for documenting expectations.

· Setting expectations as measurable goals.

· Frequency of follow-ups on expectations/improvement plan.

· When to move forward to next step in disciplinary process.

4. Reserved.

5. Offer Submittal:

Offers must be received on or before the Offer Due Date and Time to be considered. Agency, in its sole discretion, may extend the Offer Due Date and Time. Offers will only be accepted by e-mail or via submission through Oregon Buys. Offers will not be accepted after the Offer Due Date and Time.

6. Submittal Requirements:

a. The Offers must include submission of the Pricing Sheet (Exhibit No. 1) which must be signed by an authorized representative of the Offeror.

b. Offers must include a draft Statement of Work/Syllabus based upon the Course Learning Objectives above.

c. Offers must include a description of Offeror’s Training Personnel and their experience.

d. Offers must include a description of past trainings Offeror has completed that are similar in scope to what is being requested in this RFQ.

e. Offers must include 3 references using the Reference Check Form (Exhibit No. 2). Forms must be completed by the Reference, returned to the Offeror and submitted with the quote. References must be on the Reference Check Form; references in the form of letters or testimonials will not be accepted. References should be from customers for whom Offeror has performed similar projects within the past five (5) years.

7. Evaluation and Award:

Agency, in its sole discretion, may reject any and all Offers or cancel this RFQ at any time.

Submissions will be reviewed to determine if all Submittal Requirements have been met. Those meeting the Submittal Requirements will be evaluated to determine the “Best Value” for the State. “Best Value” is based solely on Agency’s determination of what best meets its needs, taking into account the following considerations:

· Professional Experience,

· References,

· How the topics will be addressed, and other factors, including, but not limited to

· Cost.

Agency’s determination is final.

The Offeror with the most advantageous Offer will be awarded a contract. Agency may negotiate contract Terms and Conditions with the successful Offeror. Agency may award all or a portion of the Services requested, in its sole discretion.