Extreme_Leadership_Development_Program_for_Government_Healthcare_Leaders_(Addendum_#2_Revision).pdf

COUNTY OF ORANGE

HEALTH CARE AGENCY

REQUEST FOR PROPOSAL (RFP)

FOR

EXTREME LEADERSHIP DEVELOPMENT PROGRAM FOR

GOVERNMENT HEALTHCARE LEADERS

RFP NO. 042-1684561-RT

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/ocgov https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Orange RFP

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

County of Orange

Health Care Agency

Procurement and Contract Services

405 West 5th Street

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release Project Date September 30, 2025

Question Submission Deadline October 13, 2025, 4:00pm

Proposal Submission Deadline October 30, 2025, 4:00pm

RFP Evaluation/Contract

Negotiations/Contract Award

November 3 - December 16, 2025

Tentative Contract Start TBD

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Thursday, October 30, 2025

4:00 pm

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. SCOPE OF WORK

SECTION 3. WRITTEN PROPOSAL SCORING FORMAT

SECTION 4. PROPOSAL RESPONSE REQUIREMENTS

SECTION 5. OCLSB AND DVBE PREFERENCE POLICIES CERTIFICATION

REQUIREMENTS

Attachments:

A - A MODEL_CONTRACT_RFP-042-1684561-RT-Extreme Leadership Development

Program for Government Healthcare Leaders_Fnl

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange, Health Care Agency (hereinafter referred to as “County”), is soliciting proposals from qualified firms (hereinafter referred to as “Respondents”) for Extreme Leadership

Development Program for Government Healthcare Leaders. Respondents must meet the minimum qualifications and requirements as set forth within the RFP and be capable of providing services identified in the Scope of Work herein.

1.2 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

A. Proposals are to be uploaded via the County's Online Bidding System at https://procurement.opengov.com/portal/ocgov This is a fully electronic Request for Proposals (RFP). Respondents must submit their proposals online via County’s online bidding system. Only electronic proposals will be accepted. Facsimile and e-mail proposals will NOT be allowed. For assistance on uploading proposals via County’s online bidding system, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

Note: Allow sufficient time to upload all required files. The County’s eProcurement Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 3:58:38 P.M. and Part 3 is in progress of being uploaded at 4:00:01 P.M., Part 3 will not upload successfully.

B. Examine the RFP Documents and the site of the proposed work carefully before submitting a Proposal for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all RFP Documents. County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Proposal. If any person contemplating submitting a response to this RFP is in doubt as to the true meaning of any part of the RFP documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Purchasing Agent (DPA) via the County’s online bidding system under the bid page for this RFP. If clarification or interpretation of this RFP is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s online bidding system. Any interpretation of, or correction to, this RFP shall be issued by the DPA. It is the responsibility of each Respondent to periodically check County’s online bidding system to ensure that they have received and reviewed any and all addenda to this RFP. County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information. If an addendum is issued, Respondents must acknowledge the addendum via the County’s eProcurement Portal. All questions or requests for interpretations must be received by October 13, 2025, before 4:00 pm as specified in the RFP. Respondents are not to contact other County personnel with any questions or clarifications concerning this RFP. The DPA will provide all official communication concerning this RFP. Any County response relevant to this RFP other than through or approved by the DPA is unauthorized and will be considered invalid.

https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

C. Proposals must be valid for a period of at least three hundred sixty-five (365) calendar days from the Proposal Submission Deadline. No Proposal may be withdrawn after the submission deadline.

D. All pages must be numbered and identified sequentially by section. Proposals must be tabbed and indexed in accordance with the information requested in Section 4. Proposal Response Requirements. It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this RFP shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

E. Proposals are not to be marked as confidential or proprietary. County may refuse to consider any Proposal so marked. All Proposals and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code 7920 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. County shall not be liable in any way for disclosure of any such records. Additionally, all Proposals shall become the property of County. County reserves the right to make use of any information or ideas in the Proposals submitted. Respondents should not request that certain information be treated as exempt, and statements in the Proposals should not be marked as confidential or proprietary.

F. Each Respondent shall exercise reasonable care and diligence to avoid submitting a Proposal that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to Respondent, Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in Proposal.

In the event Respondent has done work for County on this Project in the past or has reason to believe that a conflict of interest may exist for Respondent in regard to this Project, Respondent should consult with its legal counsel prior to responding to this RFP. Any Respondent who is found to have an actual conflict of interest may have its Proposal rejected on that ground. Respondent, its employees and/or consultants may be subject to the provisions of the California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of Economic Interest (Form 700). If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the Contract by County.

Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Act.

G. By submitting a Proposal, Respondent represents that it thoroughly examined the County’s requirements, is familiar with the services required under this RFP and is qualified and capable of providing the services to achieve County’s objectives.

H. Each Respondent must submit its Proposal in strict accordance with all requirements of this RFP and compliance must be stated in the Proposal. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items on

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT additional information section for County’s consideration as specified in Section 4.

Proposal Response Requirements, subsection 4.1.8 “Statement of Compliance.”

I. County reserves the right to request proposal revisions and hold discussions and negotiations with any Respondent as necessary to serve the best interests of County. Any Proposal may be rejected if it is conditional, incomplete or deviates from specifications in this RFP. County reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or other improprieties which County deems reasonably correctable or otherwise not warranting rejection of the Proposal. Any waiver will not excuse a Respondent from full compliance.

J. Pre-contractual expenses are not to be included in the Cost Proposal, Attachment B, Payment and Compensation. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by Respondent in: a) preparing its Proposal in response to this RFP; b) submitting that Proposal to County; c) negotiating with County any matter related to Respondent’s Proposal; and d) any other expenses incurred by Respondent prior to the date of award and execution, if any, of the Contract.

K. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFP. Failure to comply with the technical features and acknowledgment of receipt of addenda are common causes for holding a Proposal nonresponsive.

L. Where two or more Respondents desire to submit a single Proposal in response to this RFP, they must do so on a prime/subcontractor basis rather than as a joint venture. County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

M. County does not require and neither encourages nor discourages the use of lobbyists or other consultants for the purpose of securing business.

N. County requires a valid UEI number prior to Contract Award. Respondent must obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your proposal submission response.

O. County reserves the right to: a) negotiate the final Contract with any Respondent(s); b) withdraw this RFP in whole or part at any time without prior notice (County makes no representations that any Contract will be awarded to any Respondent responding to this RFP); c) award its total requirements to one Respondent or to apportion those requirements among two or more Respondents; d) reject any Proposal if it is conditional, incomplete or deviates significantly from the services requested in this RFP; and/or e) request Best and Final Offer from any Respondent determined to be within the competitive range. Unless requested by County, late Best and Final Offers will not be accepted by County for any reason.

1.3 PROTEST PROCEDURES:

All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

1. The name, address, and telephone number of the protestor.

2. The signature of the protestor or the protestor’s representative.

http://www.usfcr.com/

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

3. The solicitation or contract number.

4. A detailed statement of the legal and/or factual grounds for the protest; and,

5. The form of relief requested.

A. Protest of Bid/Proposal Specifications: All protests related to proposal specifications must be submitted to the Deputy Purchasing Agent, Roland Tabangin at rtabangin@ochca.com, no later than five (5) business days prior to the Proposal Submission Deadline. Protests received after the five (5) business-day deadline will not be considered by County. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a proposal prior to the close of the solicitation in accordance with the proposal submittal procedures provided in this RFP.

B. Protest of Award of Contract: In protests related to the award of a contract, the protest must be submitted no later than five (5) business days after the notice of intent award is provided by the DPA. Protests relating to a proposed contract award which are received after the five (5) business day deadline will not be considered by County.

C. Protest Process

1. In the event of a timely protest, County shall not proceed with the solicitation or award of the contract until the DPA renders a decision on the protest.

2. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

3. County may, after providing written justification to be included in the procurement file, make the determination that an immediate award of the contract is necessary to protect the substantial interests of County. The award of a contract shall in no way compromise the protestor’s right to the protest procedures outlined herein.

4. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the Procurement Appeals Board, in accordance with the process stated below.

D. Appeal Process

1. If the protestor wishes to appeal the decision of the DPA, the protestor must submit, within three (3) business days from receipt of the DPA’s decision, a written appeal to the Office of the County Procurement Officer. Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office County Procurement Office 400 W. Civic Center Drive Santa Ana, CA 92701 Attn: County Procurement Officer CPOAppeals@ocgov.com mailto:CPOAppeals@ocgov.com

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

2. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the grievance, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the appeal shall be forwarded to the Procurement Appeals Board.

3. The decision of the County Procurement Officer will be final and there shall be no right to any administrative appeals of this decision.

1.4 EVALUATION PROCESS AND CRITERIA

Proposals shall be evaluated by an Evaluation Panel of job knowledge experts based on the responses to the requirements in this RFP. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFP. County may request clarifications or otherwise verify the contents of the Proposal, including information about Respondent and proposed sub-contractors.

Minimum RFP Requirements Stage

All timely submitted Proposals first will be evaluated by the DPA for the minimum RFP requirements outlined in Section 4.1.3 Minimum Qualification/Requirement Statement. Respondent’s Proposal must meet the minimum RFP requirements to proceed to the Evaluation Process Stage.

Evaluation Process Stage

The evaluation process stage will involve an evaluation of the written proposal based on the evaluation criteria for all Respondents. Please note that contract award will be made to the responsible Respondent whose proposal is most advantageous to County, taking into consideration the applicable evaluation criteria. Cost Proposal as an evaluation criterion does not require County to select Respondent with the lowest cost proposal.

Written proposals will be scored by the Evaluation Panel using the established weighted criteria set out in Section 3. Written Proposal Scoring Format, which have been assigned points before the submission of proposals that measure the responsiveness to each criterion. The Evaluation Panel will evaluate the written materials solely on the quality of the responses to all questions and requirements of this RFP using the evaluation criteria. The total number of points earned for all criteria will be tallied for each proposal, and the proposals will be rank-ordered based upon the points earned.

Respondents’ total score shall be as follows;

• Written Proposal Score: 1000 points

Respondent agrees that the submission of a proposal is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. Failure to comply with any such request may disqualify a Respondent from further consideration.

1.5 SELECTION/AWARD PROCESS

Upon the completion of the evaluation process, the Evaluation Panel will make a recommendation for an award to the DPA. Final award determination shall be subject to reference checks and past performance and may be subject to approval(s) by the County Board of Supervisors. In addition, County reserves the right to verify and validate any information prior to the contract award and during the entire term of the contract.

The Model Contract contained in this RFP is the Contract proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

RFP, including special conditions and requirements and those added by addendum, necessary attachments, and to reflect Respondent’s Proposal and qualifications.

Negotiations may or may not be conducted with the finalist(s); therefore, the Proposal submitted should contain Respondent(s) most favorable terms and conditions, since the selection and award may be made without further discussion or need for clarification. Any additional exceptions to the terms and conditions made by any Respondent(s) after submission of its proposal may result in elimination from further consideration.

If a satisfactory contract cannot be negotiated in a timely manner, County, in its sole discretion, may terminate negotiations with the selected Respondent and begin negotiations with the next Respondent.

1.6 TITLE VI SOLICITATION NOTICE

The County of Orange, in accordance with the provisions of the Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all Respondents that it will affirmatively ensure that any contract entered into pursuant to this advertisement, will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

1.7 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9 REQUIREMENTS

Effective June 3, 2006, all contractors, entering into a contract with County, who are not already established in Countywide Accounting and Personnel System (CAPS) as an Auditor-Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors.

County will inform Respondent, at the time of award, if the Form W-9 or W-8 will be required.

In order to comply with this County requirement, within ten (10) calendar days of notification of selection of award of contract but prior to official award of contract, the selected Respondent agrees to furnish to contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

1.8 COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED

VETERAN BUSINESS ENTERPRISE (DVBE) PREFERENCE POLICIES:

A. OCLSB: Effective January 1, 2020, the Orange County Board of Supervisors adopted the

OCLSB Preference policy. Implementation of the OCLSB Preference policy supports local businesses, the local economy and the development of the County’s tax base.

To be certified as a Local Small Business by the County of Orange, a business shall meet

(1) and (2) below:

1. Local Business requirements:

a. Maintains their principal center of operations (i.e. headquarters) within Orange

County, and;

b. Has:

i. a business address located in the County of Orange that is not a post office box, or

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

ii. a valid business license or certificate of occupancy issued by the County of

Orange or by an Orange County city, or other documentation acceptable to the

County of Orange.

2. Small Business Requirements:

a. Must be certified as a Small Business by the State of California Department of

General Services (DGS); and,

b. DGS Small Business requirements must be valid at the time of bid/proposal submittal.

B. DVBE: Effective January 1, 2021, County of Orange Board of Supervisors adopted the

DVBE Preference policy. The DVBE Preference policy supports local business opportunity, economy and the development of the County’s tax base, and in addition recognizes the service and sacrifice given by the men and women of our Armed Forces.

To be certified as a Disabled Veteran Business Enterprise by the County of Orange, a business shall meet (1) and (2) below:

1. Must be certified as a DVBE by the State of California Department of General

Services (DGS); and,

2. DGS DVBE requirements must be valid at the time of bid/proposal submittal.

To participate as an OCLSB and/or DVBE please read and follow the process outlined in

Section 4.1.21 and 4.1.22 - COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB)

AND DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) CERTIFICATION

REQUIREMENTS.

SECTION 2. SCOPE OF WORK

2.1 PROGRAM OVERVIEW:

This extreme leadership development program (Program) is tailored for healthcare leaders working within high-acuity, high-liability government agencies. It recognizes the unique demands of public service, including accountability to regulatory bodies, serving vulnerable populations in non-traditional settings, and operating within structured bureaucracy mandated by over 200 Federal and State statutes each with specific regulatory, operational, and reporting requirements.

Extreme leadership in this setting requires resilience, clarity, and the ability to lead with purpose in mission-driven environments. Extreme leadership is a discipline rooted in self-mastery, accountability, service, and courage. It reflects the principles of leading from within, taking full ownership of decisions and actions, and setting the example in all circumstances. It emphasizes clarity in communication, discipline in execution, humility in leadership, and resilience under pressure. Leaders who embody extreme leadership are those who inspire trust, empower teams, and lead with both strength and purpose, regardless of external conditions.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

This program is designed to strengthen leadership capabilities across all the Service Areas of the Health

Care Agency (HCA), including Behavioral Health Services, Public Health Services, Specialized Medical

Services, Administrative Services and Correctional Health Services. The program will develop extreme leaders who are self-aware, accountable, and resilient who lead with clarity, support collaboration, and perform effectively under pressure.

The provider will begin by supporting the refinement of the agency’s current mission and vision statements, while also helping to identify new core values that align with the updated objectives. They will lead agency leaders through a structured process to evaluate the existing organizational culture, clarify the agency’s purpose, and craft a cohesive vision that reflects both strategic priorities and frontline realities. The leadership program will offer practical tools and skill-building opportunities to help leaders align their actions with the agency’s values and effectively support the development of the revised mission and vision.

The selected provider will execute the program through a combination of in-person workshops, virtual sessions, and applied field exercises. Program delivery will include real-time coaching, scenario-based decision-making challenges, and team-based learning experiences that simulate the pressures of public health leadership. The selected provider will be expected to bring both subject matter expertise and lived leadership experience. Logistics, scheduling, and implementation strategies must be developed in coordination with the County.

The extreme leadership program will foster a leadership culture built on trust, accountability, ownership, and service. Participants will be challenged to examine and shift organizational norms that hinder their leadership effectiveness. Workshops and interactive components will focus on aligning behaviors with core values, building mutual respect across teams, and creating a shared language of leadership that resonates throughout the public sector healthcare systems.

This RFP seeks a provider who can deliver an extreme leadership development program grounded in these principles—one that transforms leadership behaviors and builds a foundation for enduring impact in government healthcare environments, such as the HCA.

The program includes:

• Structured 360° feedback

• Interactive leadership workshops

• Hands-on leadership exercises

• Individual coaching

• Leadership application projects

2.2 PROGRAM GOALS:

The Program will aim to achieve the following goals:

• Foster a culture of personal accountability and extreme ownership among leaders at all levels.

• Strengthen leaders’ ability to communicate clearly, decisively, and consistently across diverse teams.

• Improve performance in high-pressure environments in the HCA such as, but not limited to, public health emergencies, behavioral health crises, disaster response, and correctional healthcare incidents.

• Encourage ethical leadership practices that align with public service values, transparency, and community trust.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

• Promote cross-functional collaboration and systems thinking within complex government healthcare settings, such as the HCA.

• Enhance problem-solving and decision-making capabilities using real-world scenarios and field challenges.

• Develop resilience and adaptability to sustain leadership effectiveness through change, uncertainty, and institutional constraints.

• Equip leaders with tools and habits for continuous growth, building organizational culture, reflection, and leadership development beyond the duration of the program for succession planning.

2.3 INTENDED AUDIENCE:

This program is specifically designed for government-employed healthcare leaders, including those in the HCA including:

• Behavioral Health Services

• Public Health Services

• Specialized Medical Services

• Administrative Services

• Correctional Health Services

2.4 PROGRAM STRUCTURE AND DELIVERABLES:

The program will be delivered in cohorts (1. Executive Leadership, 2. Senior Leadership, and 3. Senior

Management), for up to 10 - 20 County employees per cohort, and each cohort should be at least 12 but no more than 16 weeks. The program must include the following six phases. The timeline and phases can be adjusted based on the proposed program but must meet desired outcomes. Each cohort should deliver a minimum of 4 and up to 8 courses. Each course shall be a minimum total of 4 hours but no more than 8 hours each day. The provider shall provide instructional materials, materials and supplies need to complete exercises for the cohort on the first day of each course. The coaching should be integrated, peer learning opportunities, project-based learning, or any other learning format outside of traditional courses.

Phase 1: Mission, Vision, and Values (Cohort 1)

• Guidance on shaping or refining the organization’s mission and vision statement based on cultural finding and insights.

Phase 2: Assessment and Planning – (All Cohorts)

• Stakeholder interviews to align program goals with organizational needs

• Summary of key themes and development goals

Phase 3: Leadership Workshops: (All Cohorts)

• Two full-day or four half-day interactive sessions

• Topics include accountability, communication, decision-making, and leading under pressure

• Includes case-based learning, healthcare-specific scenarios, and group problem-solving

Phase 4: Individual Coaching: (All Cohorts)

• 360° feedback for each participant, capturing input from supervisors, peers, and direct reports

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

• One-on-one or small group coaching sessions (bi-weekly or monthly)

• Coaching will support each participant’s unique leadership goals and feedback results

Phase 5: Action Projects (Cohorts 2 and 3)

• Each participant leads a project to address a real leadership challenge

• Projects are aligned with organizational priorities and presented at program close

Phase 6: Integration and Final Review (Cohorts 2 and 3)

• Group reflection, peer feedback, and final presentations

• Development of ongoing leadership action plans

2.5 LEARNING APPROACH:

• Interactive and experiential: workshops include hands-on activities and team-based learning.

• Healthcare-focused: content is tailored to real challenges in government healthcare settings.

• Feedback-driven: participants work directly with feedback to improve their leadership.

• Action-oriented: skills are applied in real time through individual and team projects.

• Mission and vision-driven: leaders are guided in aligning leadership actions with the agency’s mission and in sharping or refining the organizational vision.

2.6 RESPONDENT REQUIREMENTS:

All submitted proposals shall include the following materials and documentation:

• Detailed description of workshop curriculum, design inclusive of workshops, coaching, assessments, projects, with the delivery format and session topics

• description of experience in working with government healthcare and administrative organizations, including relevant references.

• Sample tools or templates for 360° feedback (or summary of the assessment process)

• Coaching structure, including frequency, duration, and sample session objectives

• Description of how action projects will be supported and evaluated

• Explanation of how the program will support cultural change, contribute to the agency’s mission and vision development, and assist leaders in shaping or refining organizational mission and vision statements.

• Examples of similar programs delivered in healthcare or public sector settings

• Resumes or bios of facilitators, coaches, or content developers

• Overview of materials provided to participants (e.g., guides, worksheets, tools')

Proposals that will not include these materials will not be considered complete.

2.7 PERFORMANCE OUTCOME CRITERIA:

Success will be measured through:

• Growth in leadership behavior as shown in 360° assessments

• Increased accountability, initiative, and collaboration across teams

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

• Observable application of leadership skills in day-to-day work

• Quality and relevance of leadership projects

• Participant and stakeholder satisfaction

2.8 TIMELINE:

Phase | Estimated Timing

• Discovery & 360° Feedback: Weeks 1–2

• Leadership Workshops: Weeks 3–6

• Coaching & Support: Weeks 6–14

• Leadership Projects: Weeks 6–14

• Final Review & Wrap-up: Weeks 15–16

Note: 360° assessment should be provided to attendees prior to the trainings initial in-person session.

Timeline can be adjusted based on organizational needs.

2.9 ROLES AND RESPONSIBILITIES:

Respondent shall:

• Deliver all workshop and coaching content

• Administer 360° assessments and interpret results

• Support participant projects and program wrap-up

• A detailed pricing proposal should be included in the submitted proposal materials.

County will:

• Identify and enroll participants

• Support internal communications and scheduling

• Ensure leadership projects have visibility and support

2.10 LOCATION:

The courses shall be conducted face-to-face at a location identified by the Contractor and agreed on by County

2.11 EVALUATION AND CERTIFICATIONS

Respondents shall provide course evaluation forms/surveys allowing participants to provide comments regarding the course and make recommendations for. The Respondent shall provide a summary of the information contained on the individual evaluation forms/surveys to the County upon completion of this course.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

No material adjustments made to the Scope of Work will be authorized without County’s express prior written approval. Non-material adjustments may be made with the written approval of the County assigned Deputy Purchasing Agent.

SECTION 3. WRITTEN PROPOSAL SCORING FORMAT

No. Evaluation Criteria Scoring Method Weight (Points)

1. Respondent's Program Alignment

• Alignment of proposed program with extreme leadership principles

• Relevance to public sector healthcare needs (behavioral health, public health, correctional health, Emergency Medical services, Administration).

Points Based 200 (20% of Total)

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

2. Respondent's Experience

• Demonstrated experience delivering leadership development in government or healthcare environments, such as an organization or professional that delivers health services to people. In

Orange County, government healthcare agencies provide a wide range of care — from mental health and substance use treatment to public health programs, correctional health in jails, emergency medical services, and the overall administration and coordination of community healthcare.

• Past work with county/state healthcare environments/agencies.

• Reference from similar projects.

Points Based 200 (20% of Total)

3. Respondent's Curriculum & Delivery

• Quality and clarity of proposed curriculum, materials, and delivery methods.

• Inclusion of 360 degree feedback, interactive workshops, hands on exercises, coaching, and mission/vision building.

Points Based 200 (20% of Total)

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

4. Respondent's Learning Approach

• Ability to deliver interactive, experiential, and measurable learning experiences.

Points Based 175 (17.5% of Total)

5. Respondent's Qualifications

• Qualifications and background of the provider and provider facilitators.

Points Based 75 (7.5% of Total)

6. Respondent's Cost-Effectiveness

• Cost-effectiveness and value.

Points Based 75 (7.5% of Total)

7. Responsiveness to County Needs

• Ability to connect leadership development to organizational mission, vision and culture change.

• Proposal demonstrates responsiveness to the agency’s RFP requirements

Points Based 75 (7.5% of Total)

SECTION 4. PROPOSAL RESPONSE REQUIREMENTS

Proposals must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Proposals are limited to 45 single sided pages. Response to Part 1 and

Part 2 will not count against the 45-page limit. All items listed in Part 3 will count against the page limit, no exceptions.

Note: Proposals that exceed the page limit noted above may be disqualified from further consideration.

Proposals must be electronically organized into three (3) parts and must be indexed in the order outlined below. List questions and responses and/or attachments as numbered and listed within each section.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

4.1 COMPLIANCE STATEMENTS (PART 1)

Some *required questions might not be applicable to your company. Do not leave any required fields blank. Please indicate "N/A" when necessary. A required field that is left blank will prohibit your response from being submitted.

*indicates that it is required.

4.1.1 Validity of Proposal *

County requires that all Proposals be valid for at least three hundred sixty-five (365) calendar days. Submissions not valid for at least three hundred sixty-five (365) days will be considered nonresponsive. Respondent shall state the length of time for which the submitted Proposal shall remain valid below:

Please state 365 calendar Days if your proposal will be valid for that period of time. If your proposal will be valid for a different period of time please list the appropriate number of calendar days.

Maximum response length: 100 characters

*Response required

4.1.2 Certification of Understanding *

County assumes no responsibility for any understanding or representation made by any of its officers, employees or agents during or prior to the execution of any contract resulting from this solicitation unless:

A. Such understanding or representations are expressly stated in the Contract; and

B. The contract expressly provides that County therefore assumes the responsibility.

Representations made but not expressly stated and for which liability is not expressly assumed by County in the Contract shall be deemed only for the information of Respondent.

Respondent certifies that such understanding has been considered in this response.

☐ Please confirm

*Response required

4.1.3 Minimum Qualifications/Requirements Statement*

Respondent must meet the following minimum RFP requirements listed below:

1. Respondent has completed all required sections of the RFP, i.e., provided all required information, completed and passed all requirements.

2. Respondent has a minimum of five (5) years’ experience providing consultation, leadership development and strategic planning for private and/or public sectors, including healthcare environments.

☐ Please confirm

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

*Response required

4.1.4 Certificate of Insurance *

Respondent shall certify its willingness and ability to provide the required insurance coverage and certificates as set forth in the Model Contract.

☐ Please confirm

*Response required

4.1.5 W-9 Requirements *

The Respondent shall certify its willingness and ability to provide W-9 Requirements as indicated in this RFP (will obtain at the time of award).

☐ Please confirm

*Response required

4.1.6 Department of the Treasury, Internal Revenue Service Form W-9 Requirements

Effective June 3, 2006, all contractors, entering into a contract with County, who are not already established in Countywide Accounting and Personnel System (CAPS) as an Auditor-Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform the contractor, at the time of award, if the Form W-9 or W-8 will be required.

In order to comply with this County requirement, within ten (10) calendar days of notification of selection of award of contract but prior to official award of contract, the selected Respondent agrees to furnish to contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

Respondent may upload the appropriate form here or comply within the ten (10) calendar days as described above.

4.1.7 Conflict of Interest *

Respondent must certify and select option 1 or 2 below:

A. Respondent certifies current/past financial, business or other relationship(s) with County exist/existed as follows:

A. Disclose any financial, business or other relationship with the County, any other entity that the County Board of Supervisors governs, or any County Board member, officer or employee, which may have an impact, affect or influence on the outcome of the services you propose to provide. Provide a list of current clients, employees, principals or shareholders (including family members) who may have a financial interest in the outcome of services you propose to provide.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

B. Disclose any financial, business or other relationship within the last three (3) years with any firm or member of any firm who may have a financial interest in the outcome of the work.

2. Respondent certifies that no relationships exist/existed as outlined in Option 1 above.

☐ Respondent certifies current/past financial, business or other relationship(s) with County exist/existed as follows.

☐ Respondent certifies that no relationships exist/existed as outlined in Option 1 above.

*Response required

4.1.8 Statement of Compliance*

A statement of compliance with all parts of this RFP or a listing of exceptions and suggested changes must be submitted in response to this RFP.

• Yes: This response is in strict compliance with said RFP, including, but not limited to, the terms and conditions set forth in the Contract and its Attachments, and no exceptions thereto are proposed.

• No: If there are any proposed exceptions, Respondent shall answer "No" to this question and proceed to attach a list any and all exceptions in accordance with the instructions provided after "No" is selected.

☐ Yes

☐ No

*Response required

When equals "No"

4.1.9 Attachment for each proposed exception must include:*

A. The RFP page number and section of the provision Respondent is taking exception to;

B. The complete provision Respondent is taking exception to;

C. Respondent’s suggested rewording;

D. Reason(s) for submitting the proposed exception; and

E. Any impact the proposed exception may have on cost, scheduling, or other areas.

*Response required

4.1.10 Non-Collusion Affidavit*

Each Respondent must execute the Non-Collusion Declaration contained in the RFP and submit it with the Proposal.

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT

The County of Orange may require that Respondent, before awarding any subcontract, secure

Non-Collusion Declarations from proposed subcontractors. The County of Orange does not conduct business with Respondents who engage in the act of Collusion.

• Non-Collusion_Affidavit.docx

*Response required

4.1.11 Non-Collusion Declaration - A*

Has your firm ever initiated discussions with competing consulting firms about the payment structure of an existing or potential future contract with the County of Orange? Respondent must select one (1). If Respondent selects Yes answer, Respondent must provide a brief explanation below. A “Yes” answer may preclude you from moving forward in the RFP

Process. Respondent must certify both questions below:

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.12 Reason for Collusion:*

*Response required

4.1.13 Non-Collusion Declaration - B*

If not, has your firm participated in any discussions with competing firms in an effort to influence the payment structure for existing or potential County contracts? Respondent must select one (1). A “Yes” answer may preclude you from moving forward in the RFP

Process.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.14 Provide names of competing firms: *

*Response required

4.1.15 Litigation against County of Orange in the past seven (7) years*

Respondent must certify either Yes or No:

A. (Yes) Respondent certifies current/past litigation as follows:

1. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, and any proposed subcontractors,or any company https://government-project.s3.us-west-2.amazonaws.com/65972/f9ecd2a8-fe8a-48fa-8fe6-ce482a914257_Non-Collusion_Affidavit.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4JJPRYMGA%2F20251021%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20251021T134155Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEFwaCXVzLXdlc3QtMiJHMEUCIEt7OxK6FWE49fXzzM3o%2FNwMB7aYtVw2DkQ91RzSmgZbAiEAuMwdkVVemtQx8IIsUs4OxdJhU70y%2FnltlwAG74TKJ14qigUIFRACGgw4OTIzNjQ2ODc2NzIiDNTKjbbQJRxaA6g6HyrnBH8b%2F%2FzJuwjXfMCp5GPNmMMgoH9SgkdY3peiCY1Y4iKILrbFdh%2FePeW5T%2FvImoVpBh4rpV2BHoLiYh%2Bbj4CsrP8MUw57Zx75ClRRNSzxU6IBK4QTsQuLpOFL8YtTZbGMk7k2%2B5S8QwkWlXVVvpwqHTdLomG9%2Ff1GnNZBO%2BPRENKFiUJny8ILSUdiLoDgyHJxxSeIIfYSunqtLNnT1cZnnw%2B%2BbrZwS2v6RogkEGqYBqGRRWL9K2Fwvi0LjXE72khokLSwUCh4Sh0hO4F0KyPDVJCIfPyo5b%2BGW4IuypM64VmJ85fOOWW1GTplm6myadH8olA9sjGAKnhOUHSypbLMzQf0xWxvo3TPn5jXxdY43FZSk7EL1Zl5r5uJk8XZLJXeq440G0ZueXiqvz%2Bo563Rol%2F1pcOexOm5%2BOTRgVBgPpohS0W3UFMFoX8n3Z8dv70uD2pdds2%2FtJB%2FSLlllewsENSLU58SEa0UC%2Fy4PKxkebLGcKIzWpXIgx88hwpFIA7R34XUcLLVNcP0i7IhK43EgJFrb9E207TAT69Sd7XVlb2n69MTumrfIDuwf6r4%2Fgas%2BzzdacrstRdrBeDjMCaf%2FdfHuWzmrLznsrx9TdCYPpJX8%2F58zEIOff5ViHAMH87D2f%2BghvynqVpXw8uUHydH%2FPoR%2FvcElxjPoYGZTrYfTbxnS3dvf%2B37pyEGB34iPb8eg8GxQbU7XrBQw3j3OVXuX%2Fzr7rw7rqaITmLPIb5uNaXpyo9mMYs8cv9rsdOOf2KS875ElR9%2F%2F6epmadhTZ36QM8UH6cl9O%2F0KaYCnf36OuRsx6RYdfQmKDCk693HBjqbAa5enwOsw02MEiQfYwQv5Mx5X%2BgfhCDyhHoFZksW%2BqXUTq6o5Bmh3Ta1mDRXuYYQp%2F5lwWFflGDB7b2GJ%2B%2BEnTV0GdHJYCZk999NBBBZRzwR5VpZqmetI1CT%2FrW3TlzD4K%2FyQSFY946ps1qM1g1WlseQ1uUbYTM5SU1ABR%2BJnQ44DgCKpfBn%2BjEj5OVwX6O6ZE6JoMgDHvtNn2nc&X-Amz-Signature=dce766e07acc01925feb5a73e33f76e52ac30b1297fd38e8869f8bba8f5a4c3e&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Non-Collusion_Affidavit.docx%22&x-id=GetObject

Health Care Agency - Extreme Leadership Development Program for Government Healthcare Leaders, 042-1684561-RT that holds a controlling interest in subcontractors, against County of Orange in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors do not have any past or current litigation described above.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.16 Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, and any proposed subcontractors, or any company that holds a controlling interest in subcontractors, against County of Orange in the past seven (7) years.*

*Response required

4.1.17 Name/Ownership Changes:*

Respondent must certify either Yes or No below:

A. (Yes) Respondent certifies past company name changes and/or ownership changes, for

Respondent’s firm and any proposed subcontractor firm, as follows:

1. Respondent shall provide detailed information regarding any company name changes

(including legal business names) in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors have not had any company name change or ownership changes in the past seven (7) years.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.1.18 Respondent shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years. *

*Response required

4.1.19 The Levine Act: County of Orange Campaign Contribution Disclosure*

The Levine Act compliance is a minimum submittal requirement of this solicitation.

Please complete and sign the County of Orange Campaign Contribution Disclosure Form attached hereto. A Respondent’s failure to provide a completed and signed copy will render its proposal as incomplete and nonresponsive.

• CAMPAIGN_CONTRIBUTION_DISCL...

https://government-project.s3.us-west-2.amazonaws.com/65972/17b2bb06-5a3f-4635-bf4c-9f65d4ba382e_CAMPAIGN_CONTRIBUTION_DISCLOSURE_FORM_%281%29.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4JJPRYMGA%2F20251021%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20251021T134155Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEFwaCXVzLXdlc3QtMiJHMEUCIEt7OxK6FWE49fXzzM3o%2FNwMB7aYtVw2DkQ91RzSmgZbAiEAuMwdkVVemtQx8IIsUs4OxdJhU70y%2FnltlwAG74TKJ14qigUIFRACGgw4OTIzNjQ2ODc2NzIiDNTKjbbQJRxaA6g6HyrnBH8b%2F%2FzJuwjXfMCp5GPNmMMgoH9SgkdY3peiCY1Y4iKILrbFdh%2FePeW5T%2FvImoVpBh4rpV2BHoLiYh%2Bbj4CsrP8MUw57Zx75ClRRNSzxU6IBK4QTsQuLpOFL8YtTZbGMk7k2%2B5S8QwkWlXVVvpwqHTdLomG9%2Ff1GnNZBO%2BPRENKFiUJny8ILSUdiLoDgyHJxxSeIIfYSunqtLNnT1cZnnw%2B%2BbrZwS2v6RogkEGqYBqGRRWL9K2Fwvi0LjXE72khokLSwUCh4Sh0hO4F0KyPDVJCIfPyo5b%2BGW4IuypM64VmJ85fOOWW1GTplm6myadH8olA9sjGAKnhOUHSypbLMzQf0xWxvo3TPn5jXxdY43FZSk7EL1Zl5r5uJk8XZLJXeq440G0ZueXiqvz%2Bo563Rol%2F1pcOexOm5%2BOTRgVBgPpohS0W3UFMFoX8n3Z8dv70uD2pdds2%2FtJB%2FSLlllewsENSLU58SEa0UC%2Fy4PKxkebLGcKIzWpXIgx88hwpFIA7R34XUcLLVNcP0i7IhK43EgJFrb9E207TAT69Sd7XVlb2n69MTumrfIDuwf6r4%2Fgas%2BzzdacrstRdrBeDjMCaf%2FdfHuWzmrLznsrx9TdCYPpJX8%2F58zEIOff5ViHAMH87D2f%2BghvynqVpXw8uUHydH%2FPoR%2FvcElxjPoYGZTrYfTbxnS3dvf%2B37pyEGB34iPb8eg8GxQbU7XrBQw3j3OVXuX%2Fzr7rw7rqaITmLPIb5uNaXpyo9mMYs8cv9rsdOOf2KS875ElR9%2F%2F6epmadhTZ36QM8UH6cl9O%2F0KaYCnf36OuRsx6RYdfQmKDCk693HBjqbAa5enwOsw02MEiQfYwQv5Mx5X%2BgfhCDyhHoFZk…