DOR-032-23 Collections Training RFQ - Final.doc

REQUEST FOR QUOTES (RFQ)

PTAC Division and Collection Division Training 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:

March 31, 2023 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 Oregon Department of Revenue PTAC Division and Collection Division is looking for an instructor/contractor to teach 3 (three) sessions to different work groups of 250 staff in the PTAC Division and 250 staff in the Collection Division. We are looking for a vendor that will provide training on the topic of “The Power of our Words.” The trainer will provide workbooks and any additional literature available to allow staff to follow along with the presentation.

3. Scope of Services:

3.a. Tasks and Deliverables:

The instructor will provide 3 (three) separate 3-hour training sessions on 2 (two) separate days in June 2023. Trainings shall be in-person and shall not be recorded by the Agency.

3.b. Course Learning Objectives:

Acknowledge the power of words and the impact they have on people;

Reconnect learners on the power of the words they use;

Outline a structure for identifying and maintaining a positive skill set for the utilization in the attendees’ professional and personal lives;

Talk about factors that people use when unintentionally hurting someone else with their words, actions, etc.;

Set the tone for a thriving team atmosphere;

Motivate participants to look within themselves and take steps towards personal change; and Infuse the in-person space with palpable energy and optimism.

4. Reserved.

5. Offer Submittal:

Offers must be received on or before the Offer Due Date and Time at the location identified above to be considered. Agency, in its sole discretion, may extend the Offer Due Date and Time. Offers will only be accepted by e-mail, regular mail or hand delivery to the Authorized Representative identified above.

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 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 price as well as the following considerations:

· Experience,

· Expertise,

· References,

· Availability and resource capacity,

· Proposed SOW meets the needs, 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.

EXHIBIT 1

Pricing Sheet

PTAC Division and Collection Division Training Bidder Name: ________________________________

MSA #: _________

Federal ID No: _____________________

Address: ______________________________________________________________

Phone: __________________________

City, State, Zip: _____________________________________

Costs must be all inclusive. Agency will not reimburse for travel or expenses.

Authorized Representative’s Signature Name and Title Date

EXHIBIT NO. 2

Reference Check Form Offeror Name:

Reference Entity:

Reference Contact Name:

Contact Telephone Number:

Please respond to the following questions.

Score: 1-5 for each response.

1.

Question 1. Was the training received by you energizing and well received?

Score:

Comments:

2.

Question 2. Did the learners take away skills that would be beneficial both in their work life as well as personal life?

3.

Question 3. Did the presenter provide good communication during the preparation of the workshop?

4.

Question 4. Was the presenter knowledgeable in the topic covered during your training?

5.

If given the opportunity, how likely would you use Trainer’s services again?