Ohio_Training_009-25_pricing_FINAL.xlsx
XLSX spreadsheet 32 KB Posted
- Attached to
- Competitive Selection OH|DOT00925-13
- Contract number
- DOT00925-13
- Issued by
- Ohio
About this file
This document is a state contract pricing sheet for training services issued by Heritage Consulting By B+R LLC for the Ohio state government, detailing multiple leadership and professional development training courses and programs. The vendor has submitted fixed-cost proposals for various training offerings, with pricing structured for both in-person and virtual delivery formats.
The contract covers four distinct training offerings: "Leading with Strengths and Values" (priced at $10,400 in-person or $9,400 virtually), "Time Management" (priced at $2,750 in-person or $2,250 virtually), "The 4 Essential Roles of Leadership" (priced at $34,400 in-person or $31,400 virtually), "Illuminate the Path to Leadership" (priced at $30,900 in-person or $28,900 virtually), and "Customer Service Excellence" (priced at $31,000 in-person or $29,000 virtually). Each training program accommodates 10-15 participants per workshop, with options for additional participant materials, follow-up sessions, and travel costs. The contract includes flexible pricing for up to 30 attendees, with additional fees for printed materials and optional assessment tools. An annual FranklinCovey AllAccessPass is also available for $19,000 with a minimum of 40 licenses.
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Other files
| File | Type | Posted |
|---|---|---|
| Affirmation_and_Disclosure.pdf | ||
| ODOT_Training_009-25_Proposal_FINAL.pdf | ||
| 0009-25_Bid_Document.pdf | ||
| Signature.pdf |
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Text version
Course #1 Strengths
| 009 PRICING | |
| VENDOR NAME: | HERITAGE CONSULTING BY B+R LLC |
| PRICING STRUCTURE | |
| Bidder must submit a fixed, per course cost proposal for EACH training course bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training course (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Course Title: | Leading with Strengths and Values |
| Min/Max Attendees: | 10/15 participants per workshop |
| Short Description of Course (including length): | Leveraging CliftonStrengths assessments to pinpoint individual strengths, empowering attendees to effectively overcome obstacles hindering their advancement to leadership positions. The session will equip participants with strategies to bolster their influence and confidence post-program completion. This knowledge, along with ongoing follow-up sessions, is positioned to cultivate a common language among participants and strengthen their influence and professional networks. |
| Additional Notes: | Cost per workshop with maximum 15 participants each: |
$3000 daily facilitation cost including facilitator resources.
CliftonStrengths assessments and team report preparation.
$200 for 60-minute virtual follow-up session with participants.
$1000 facilitator travel cost for in-person workshop.
PDF participant manuals at no additional cost. Option to purchase printed participant manuals at the cost of $20 each for in-person workshop.
| Range of Attendees: | Fixed Rate for Course |
| Flat Course Cost up to 30 attendees - In Person | $10,400.00 |
| Flat Course Cost up to 30 attendees - Virtual Training | $9,400.00 |
Course #2 Time Mgmt
| 009 PRICING - | |||
| VENDOR NAME: | HERITAGE CONSULTING BY B+R LLC | ||
| PRICING STRUCTURE | |||
| Bidder must submit a fixed, per course cost proposal for EACH training course bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training course (e.g., travel and lodging, materials, manuals etc.). | |||
| ITEM | |||
| Course Title: | Build a time and stress management toolkit to unlock your full potential | ||
| Min/Max Attendees: | 10/15 participants per workshop | ||
| Short Description of Course (including length): | • | 120 min virtual workshop. | |
| • | Learn time management best practices and create a personalized planning system. | ||
| • | Learn how to use the Energy Leadership framework and tools to manage and relieve stress. | ||
| Additional Notes: | Minimum of 10 and max of 15 participants per workshop. |
$75 fee for each participant.
Virtual workshop with pdf participant manuals at no additional cost. $10 for printed participant manuals per person for in-person workshop optional.
Facilitator travel cost for in-person training.
| Range of Attendees: | Fixed Rate for Course |
| Flat Course Cost up to 30 attendees - In Person | $2,750.00 |
| Flat Course Cost up to 30 attendees - Virtual Training | $2,250.00 |
Training Program #1 4ERL
| 009 PRICING - | |
| VENDOR NAME: | HERITAGE CONSULTING BY B+R LLC |
| PRICING STRUCTURE | |
| Bidder must submit a fixed cost proposal for each training program, which include multiple courses/activites, bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training program (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Training Program Title: | FranklinCovey's The 4 Essential Roles of Leadership™ |
| Short Description of Training Program (including length): | Developing senior leaders who can think big, adapt quickly, and translate strategy into meaningful work. Enabling senior leaders to make a difference by inspiring trust, creating vision, executing strategy, and coaching potential. |
Two (2) day in person workshop or four (4) x 2-hour virtual workshops spread out through 4 months.
List of All Items in the Training Program: 1. Introduction and assessment
2. Inspire Trust: Trust starts with a leader’s own character and competence—the credibility that allows leaders to intentionally build a culture of trust.
3. Create Vision: Effective leaders create a shared vision and strategy, and communicate it so powerfully that others join them on the journey.
4. Execute Strategy: Leaders must not only think big, but also execute their vision and strategy all the way through to completion, with and through others.
5. Coach Potential: Effective leaders develop the leadership potential in others and improve performance through consistent feedback and coaching.
| Min/Max Attendees: | 10/15 participants per workshop |
| Additional Notes: | $19,000 for annual FranklinCovey AllAccessPass with minimum of 40 licenses (includes license to use training material, downloadable participant workbook, access to online self-directed learning for one year) |
Cost for 2-day workshop with maximum 15 participants.
$6000 facilitation cost include facilitator resources.
$200 for 60-minute virtual follow-up session with participants.
Virtual workshop with pdf participant manuals at no additional cost. $100 for printed participant manuals per person for in-person workshop optional.
$1000 facilitator travel cost for in-person workshop.
| Range of Attendees: | Fixed Rate for Training Program |
| Flat Training Program Cost (up to 30 attendees)- in person | 34,400 |
| Flat Training Program Cost (up to 30 attendees) - virtual | 31,400 |
Training Program #2 IPL
| 009 PRICING - | |
| VENDOR NAME: | HERITAGE CONSULTING BY B+R LLC |
| PRICING STRUCTURE | |
| Bidder must submit a fixed cost proposal for each training program, which include multiple courses/activites, bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training program (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Training Program Title: | Illuminate the Path to Leadership (IPL) |
| Short Description of Training Program (including length): | New and emerging leaders will learn how to act and think like a leader, be a role model, and create high-performing multicultural teams who achieve results and goals. |
10 leadership topics, assessment and group debrief, 90-minute virtual workshops or group coaching sessions spread out through 4 months.
| List of All Items in the Training Program: | Overview and Introduction | |
| 1. | Leadership fundamentals and competencies | |
| 2. | Create a sense of purpose and belonging | |
| 3. | Impactful and engaging communication | |
| 4. | Situational Leadership - adapting leadership styles | |
| 5. | Build high-performing teams | |
| 6. | Provide feedback and coach to unlock full potential | |
| 7. | Develop and train others to unlock full potential | |
| 8. | Influencie and present with impact | |
| 9. | Ride the change curve | |
| 10. | Build strong teams with hiring and interviewing skills | |
| Min/Max Attendees: | 10/15 participants per workshop | |
| Additional Notes: | $950 per participant |
$200 for 60-minute virtual follow-up session with max 15 participants.
$1000 travel cost for 2.5-day in-person workshop with max 15 participants.
PDF participant manuals at no additional cost. Option to purchase printed participant manuals at the cost of $20 each for in-person workshop.
Note: above topics can be faciliated as a stand alone workshop at a cost of $75 per participant with pdf participant guides.
| Range of Attendees: | Fixed Rate for Training Program |
| Flat Training Program Cost (up to 30 attendees) - in-person | 30,900 |
| Flat Training Program Cost (up to 30 attendees) - virtual | 28,900 |
Training Program #3 CCE
| 009 PRICING - | |
| VENDOR NAME: | HERITAGE CONSULTING BY B+R LLC |
| PRICING STRUCTURE | |
| Bidder must submit a fixed cost proposal for each training program, which include multiple courses/activites, bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training program (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Training Program Title: | Customer Service Excellence |
| Short Description of Training Program (including length): | Discover how to embody the mindset and behaviors of a customer advocate, serve as a trusted partner, and craft exceptional customer experiences that foster loyalty. |
| List of All Items in the Training Program: | Overview and Introduction |
1. Cs of Communication
2. Effective Listening Skills
3. Speak to Influence Others
4. Telephone Guidelines
5. Business Email Guidelines
6. Build a Time and Stress Management Toolkit
7. Foster Customer Satisfaction
8. Master Complaint Resolution
9. Build a Problem-Solving Toolkit
| Min/Max Attendees: | 10/15 participants per workshop |
| Additional Notes: | $950 per participant |
PDF participant manuals at no additional cost. Option to purchase printed participant manuals at the cost of $20 each for in-person workshop.
$1000 facilitator travel cost for 2-day in-person workshop with up to 15 participants.
$200 for 60-minute virtual follow-up session with max 15 participants.
Note: above topics can be faciliated as a stand alone workshop at a cost of $75.00 per participant with pdf participant material.
No cost for assessment.
| Range of Attendees: | Fixed Rate for Training Program |
| Flat Training Program Cost (up to 30 attendees) - in-person | 31,000 |
| Flat Training Program Cost (up to 30 attendees) - virtual | 29,000 |
Course #3
| 009 PRICING - | |
| VENDOR NAME: | |
| PRICING STRUCTURE | |
| Bidder must submit a fixed, per course cost proposal for EACH training course bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training course (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Course Title: | |
| Min/Max Attendees: | |
| Short Description of Course (including length): | |
| Additional Notes: | |
| Range of Attendees: | Fixed Rate for Course |
| Flat Course Cost up to 30 attendees - In Person | |
| Flat Course Cost up to 30 attendees - Virtual Training |
Course #4
| 009 PRICING - | |
| VENDOR NAME: | |
| PRICING STRUCTURE | |
| Bidder must submit a fixed, per course cost proposal for EACH training course bid in which the training facilities are being provided by the Department. Bidders must include all other costs and related expenses with conducting the training course (e.g., travel and lodging, materials, manuals etc.). | |
| ITEM | |
| Course Title: | |
| Min/Max Attendees: | |
| Short Description of Course (including length): | |
| Additional Notes: | |
| Range of Attendees: | Fixed Rate for Course |
| Flat Course Cost up to 30 attendees - In Person | |
| Flat Course Cost up to 30 attendees - Virtual Training |
File details come from the government source that posted it. Updated .