RFP SCC-26-011-HR: Strategic Talent Development Services Exhibit B: Methodology, Approach, and Personnel

RFP SCC-26-011-HR: Strategic Talent Development Services

Exhibit B: Methodology, Approach, & Personnel

Addendum #2

< Insert Offeror Name >

Table of Contents

Overview Exhibit B: Methodology, Approach, and Personnel provides Offeror the opportunity to describe its proposed methodology to providing the services as stated in Section 3.0. The response must include a thorough response to each section.

Instructions Offeror must submit Exhibit B: Methodology, Approach, and Personnel as part of its RFP response submission. The Exhibit B file must be used in its entirety as the template to provide Offeror’s narrative responses to the items requested in the Exhibit.

Specific instructions for preparing Exhibit B include:

a. Offeror will modify the electronic version of this Exhibit (as provided by the SCC with the RFP materials) to respond to the requirements herein and by completing all sections within this document. Offeror will refrain from modifying section titles or removing sections.

b. Offeror may remove the SCC-provided guidance (i.e., the italicized text) with each section and any instructions.

c. Although the sections are related, Offeror should refrain from repeating responses in subsequent sections. Be sure to tailor the response for each section specific to the request in that section.

d. Offeror will include materials specific to its solution for this RFP. Offeror will refrain from providing “marketing materials” and background information already provided to the SCC or otherwise available in the public domain.

e. Offeror will return the completed file as part of its overall response to the RFP, in accordance with the submission and file naming requirements indicated in the RFP Instructions.

Requirements, Methodology, & Approach Supplier shall fulfill each of the specific requirements set forth in this section.

The SCC will send notification of a potential project to selected Supplier(s) under this Contract via an initial email or phone call to the Supplier Point of Contact. Prior to assigning a project, the SCC, in its sole discretion, may contact multiple Suppliers about the potential project and may choose to meet with the Supplier to discuss the project in more detail.

The SCC will assign the project to the selected Supplier via an agreed upon statement of work which will be signed by both the SCC and Supplier. The statement of work shall be documented per Exhibit C. Statement of Work Template and shall include (a) a detailed description of services proposed; (b) period of performance; (c) identification of proposed staff and labor categories with corresponding hourly rate(s) and estimated hours; (d) total estimated cost based on hourly rates and estimated hours; (e) deliverables and associated acceptance criteria; (e) place of performance; and (f) point of contact. Agreed upon changes to executed statements of work shall be documented via a change request signed by both the SCC and Supplier.

Services will be provided on an as needed basis. Unless otherwise agreed, the successful proposers(s) must be available to provide services during regular business hours (Monday – Friday, 8am – 5pm). Onsite, Classroom/instructor-led coaching, facilitation and/or training must take place in the SCC’s facilities or other location selected by the SCC. When mutually convenient and agreed upon in advance, services can take place virtually. In the event the vendor develops and delivers learning and development initiatives, Vendor/Personnel must prepare and provide all course materials. This includes preparing all participant materials (slide decks, guides, handouts, exercises, books, job aids, etc.). For organizational development or coaching the supplier must develop and provide content and related materials to be utilized in type of intervention or services provided.

As such, the SCC makes no guarantee that Services will be requested during the Term, nor does the SCC guarantee any volume of business that may be provided under this Agreement

Coaching Services Supplier shall provide coaching services for the SCC to include:

1. One-on-one coaching for SCC executives and managers to:

a. Build leadership skills;

b. Coach SCC leadership staff;

c. Coach new leaders to include integrating within internal team and other needs as required.

2. Team coaching to:

a. Build high-performance teams by helping the team to develop strong leadership, clear communication, trust and collaboration, diversity and inclusion, accountability and continuous learning and process improvement;

b. Identify and address team strengths and gaps;

c. Provide intervention and teambuilding sessions to facilitate trust engagement and other positive traits.

3. Any other service not specifically described herein but related to these services that may arise.

All coaching shall be performed by those who possess a recognized professional coaching certification from an accredited organization such as the International Coaching Federation (ICF), Center for Credentialing & Education (CCE), Co-Active Training Institute (CTI), Institute for Professional Excellence in Coaching) (iPEC), etc. Coaches shall maintain professional certifications throughout the term of the contract with PCC, MCC, or Associate Certified Coach (ACC) preffered. International Coaching Federation (ICF) certification is strongly preferred.

All coaches must have experience in integrating the concepts of various tools such as the Hogan into coaching deliverables. In addition, they should have demonstrated experience in some of the following (prefer at least 2):

a. Infusion of concepts of equity into coaching techniques and methods

b. Individual coaching (any/all levels of staff)

c. Facilitation of team or group coaching

d. Overseeing peer-based coaching

<Offeror to provide methodology & approach for providing the services in 3.1>

Organizational Development All Organizational Development suppliers must have:

Certification, degree, formal training or the ability to demonstrate proficiency in Organizational Development, Facilitation, Change Management, Talent and Leadership Development, Coaching or Mediation, Human-Centered Design, CQI, or Process Improvement.

Demonstrated experience in some of the following (prefer at least 3):

a. Meeting retreat and facilitation

b. Team building/culture building

c. Organizational assessments

d. Strategic planning

e. Succession planning

f. Change management

g. Conflict resolution and mediation

h. Skill Development

<Offeror to provide methodology & approach for providing the services in 3.2>

Assessment Services Supplier shall provide assessment services to the SCC that include:

1. Leadership Assessments including 360, Hogan and others;

2. Team Assessments

3. Enterprise Assessments including enterprise engagement, culture, or other as needed;

4. Effectiveness Assessments including at an individual and team level;

5. Ability to create custom assessments based on SCC needs;

6. Any other service not specifically described herein but related to these services that may arise.

Performance of these services may involve assessments tools, staff interviews, observational meetings, and surveys. Suppliers may provide reports of results and analysis to SCC HR staff upon conclusion of assessment(s)

<Offeror to provide methodology & approach for providing the services in 3.3>

Training Facilitation

All Training Facilitators must have:

· Certification, degree, formal training or the ability to demonstrate proficiency in adult learning, instructional design, facilitation, e-learning development, or education technology, etc.

· Preferred certifications include the:

· ATD Certified Professional in Talent Development (CPTD) or Associate Professional in Talent Development (APTD) or

· International Association of Facilitators (IAF) Certified Professional Facilitator (CPF)

· A minimum of 4 years of experience designing and delivering leadership development programs, workshops, or large‑group learning experiences.

· Demonstrated ability to integrate knowledge and results from other assessments into events and workshops as needed.

· Demonstrated expertise in guiding discussions, supporting skill development, and managing group dynamics.

Proposals must demonstrate relevant experience in delivering services in one of the following areas:

· Design and/or delivery of instructor-led courses (in-person and virtual)

· Additionally, proposals must demonstrate that the team submitting the proposal (“Proposer”) has experience in providing training services at least one of the following areas:

a. Career development (such as Time Management, SMART Goal Setting, Resume Writing, Interviewing Skills, Career Planning)

b. Difficult conversations (such as Feedback, Managing Conflict)

c. Innovation (such as Project Management, Problem Solving)

d. Leadership Development (such as Emotional Intelligence, Building Collaboration, Talent Development, Strategic Leadership and Planning)

e. Professional Communication (such as Written Communication, Public Speaking)

f. Supervisor Skills (such as Team Building, Building Trust, Coaching Skills, Delegation, Transitioning to Supervisor)

<Offeror to provide methodology & approach for providing the services in 3.4>

2.5 Optional Services – Executive Coaching

In addition to the above requirements, the SCC has occasional need for executive coaching services. Executive coaching assignments may require former experience as a senior leader in an organization to better relate to enterprise agency leaders. In addition, these coaches should be able to meet regularly with the designated leader in person, although hybrid arrangements will also be considered. The coach should have experience working with public-sector, utility, and/or non-profit executives and should provide three (3) references, including at least one related executive. Executive coaches should have professional certifications with a preffered minimum of of a PCC, or MCC throughout the term of the contract. International Coaching Federation (ICF) certification is strongly preferred.

Coaches for senior executives must be able to elevate strategic influence, decision-making, and navigating organizational and business complexity. Additionally, they must be able to:

· Help strengthen executive presence and communication across stakeholders.

· Enhance the senior leader’s capability in leading strategic initiatives and organizational change.

· Serve as a confidential thought partner in navigating political landscapes.

Provide resilience and reflective leadership coaching for high-impact public roles.

<Offeror to provide methodology & approach for providing the services in 3.5>

Statement of Work Offeror shall present how they will fulfill each of the specific requirements set forth in Section 2.0.

3.1

3.2

3.3

3.4

3.5

Personnel Key Personnel Table Offeror shall provide proposed Key Personnel to support the services described in Section 2.0. The Key Personnel will be highly qualified and capable of fulfilling the responsibilities of their positions, and Supplier will cause each of them to be dedicated to the provision of the Services. Supplier may add or remove additional key personnel during the contract with written approval by the SCC.

Supplier must provide the labor categories of all personnel included in Table 2 – Key Personnel using the labor categories and descriptions in Table 1 – Labor Category Descriptions. For Technical Subject Matter Experts, Supplier should include the labor categories submitted in Exhibit D. Pricing, Section 1.2.

Proven expertise in crafting and delivering high‑impact presentations that inspire, motivate, or inform senior‑level and broad employee groups. Strong platform skills, including storytelling, presence, and audience engagement techniques.

Table 1 – Labor Category Descriptions

Add/Delete rows as needed.

Table 2 – Key Personnel

3.2 Optional Personnel Table

Offeror may provide proposed Optional Personnel to support the services described in Section 2.5, and any additional services offeror provides. The Personnel will be highly qualified and capable of fulfilling the responsibilities of their positions, and Supplier will cause each of them to be dedicated to the provision of the Services.

Supplier should include complete any corresponding labor categories in Exhibit D. Pricing, Section 1.3.

Table 3 – Optional Labor Category Descriptions

Table 4 – Additional Personnel

Place of Performance <Offeror shall provide the proposed place(s) for the performance of services.> Confidential

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