REQUEST FOR PROPOSALS #2026-25

FOR

ON-CALL ORGANIZATIONAL DEVELOPMENT STRATEGIC CONSULTING

SERVICES

BOARD OF COUNTY COMMISSIONERS

CRAIG ROBERTS, Chair

PAUL SAVAS, Commissioner MARTHA SCHRADER, Commissioner

BEN WEST, Commissioner DIANA HELM, Commissioner

Gary Schmidt County Administrator

Thomas Candelario Contract Analyst

PROPOSAL CLOSING DATE, TIME AND LOCATION

DATE: August 18, 2026

TIME: 2:00 PM, Pacific Time

PLACE: https://bidlocker.us/a/clackamascounty/BidLocker https://bidlocker.us/a/clackamascounty/BidLocker

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SCHEDULE

Request for Proposals Issued……........................... June 16, 2026

Protest of Specifications Deadline........................... June 23, 2026, 5:00 PM, Pacific Time

Deadline to Submit Clarifying Questions............... August 11, 2026, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time…. August 18, 2026, 2:00 PM, Pacific Time

Deadline to Submit Protest of Award...................Seven (7) days from the Intent to Award

TABLE OF CONTENTS

Section 1 – Notice of Request for Proposals

Section 2 – Instructions to Proposers

Section 3 – Scope of Work

Section 4 – Evaluation and Selection Criteria

Section 5 – Proposal Content (Including Proposal Certification)

SECTION 1

NOTICE OF REQUEST FOR PROPOSALS

Notice is hereby given that Clackamas County through its Board of County Commissioners will receive sealed Proposals per specifications until 2:00 PM, August 18, 2026 (“Closing”), to provide On-Call Organizational Development Strategic Consulting Services. No Proposals will be received or considered after that time.

Location of RFP documents: OregonBuys RFP Documents can be downloaded from the state of Oregon procurement website (“OregonBuys”) at the following address https://oregonbuys.gov/bso/view/login/login.xhtml, Document No. S- C01010-00017518 .

Prospective Proposers will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Proposers are responsible for obtaining any Addenda, clarifying questions, and Notices of Award from OregonBuys.

Submitting Proposals: Bid Locker Proposals will only be accepted electronically thru a secure online bid submission service, Bid Locker.

Email submissions to Clackamas County email addresses will no longer be accepted.

A. Completed proposal documents must arrive electronically via Bid Locker located at https://bidlocker.us/a/clackamascounty/BidLocker.

B. Bid Locker will electronically document the date and time of all submissions. Completed documents must arrive by the deadline indicated in Section 1 or as modified by Addendum.

LATE PROPOSALS WILL NOT BE ACCEPTED.

C. Proposers must register and create a profile for their business with Bid Locker in order to submit for this project. It is free to register for Bid Locker.

D. Proposers with further questions concerning Bid Locker may review the Vendor’s Guide located at https://www.clackamas.us/how-to-bid-on-county-projects .

Contact Information Procurement Process and Technical Questions: Thomas Candelario, tcandelario@clackamas.us

The Board of County Commissioners reserves the right to reject any and all Proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any and all Proposals upon the finding that it is in the public interest to do so and to waive any and all informalities in the public interest. In the award of the contract, the Board of County Commissioners will consider the element of time, will accept the Proposal or Proposals which in their estimation will best serve the interests of Clackamas County and will reserve the right to award the contract to the contractor whose Proposal shall be best for the public good.

Clackamas County encourages proposals from Minority, Women, Veteran and Emerging Small Businesses.

https://oregonbuys.gov/bso/view/login/login.xhtml https://bidlocker.us/a/clackamascounty/BidLocker https://www.clackamas.us/how-to-bid-on-county-projects mailto:tcandelario@clackamas.us

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SECTION 2

INSTRUCTIONS TO PROPOSERS

Clackamas County (“County”) reserves the right to reject any and all Proposals received as a result of this RFP. County Local Contract Review Board Rules (“LCRB”) govern the procurement process for the County.

2.1 Modification or Withdrawal of Proposal: Any Proposal may be modified or withdrawn at any time prior to the Closing deadline, provided that a written request is received by the County Procurement Division Director, prior to the Closing. The withdrawal of a Proposal will not prejudice the right of a Proposer to submit a new Proposal.

2.2 Requests for Clarification and Requests for Change: Proposers may submit questions regarding the specifications of the RFP. Questions must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, at the Procurement Division address as listed in Section 1 of this RFP.

Requests for changes must include the reason for the change and any proposed changes to the requirements.

The purpose of this requirement is to permit County to correct, prior to the opening of Proposals, RFP terms or technical requirements that may be unlawful, improvident or which unjustifiably restrict competition.

County will consider all requested changes and, if appropriate, amend the RFP. No oral or written instructions or information concerning this RFP from County managers, employees or agents to prospective Proposers shall bind County unless included in an Addendum to the RFP.

2.3 Protests of the RFP/Specifications: Protests must be in accordance with LCRB C-047-0730.

Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, or within three (3) business days of issuance of any addendum, at the Procurement Division address listed in Section 1 of this RFP. Protests may not be faxed. Protests of the RFP specifications must include the reason for the protest and any proposed changes to the requirements.

2.4 Addenda: If any part of this RFP is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check OregonBuys for any notices, published addenda, or response to clarifying questions.

2.5 Submission of Proposals: Proposals must be submitted in accordance with Section 5. All Proposals shall be legibly written in ink or typed and comply in all regards with the requirements of this RFP. Proposals that include orders or qualifications may be rejected as irregular. All Proposals must include a signature that affirms the Proposer’s intent to be bound by the Proposal (may be on cover letter, on the Proposal, or the Proposal Certification Form) shall be signed. If a Proposal is submitted by a firm or partnership, the name and address of the firm or partnership shall be shown, together with the names and addresses of the members. If the Proposal is submitted by a corporation, it shall be signed in the name of such corporation by an official who is authorized to bind the contractor. The Proposals will be considered by the County to be submitted in confidence and are not subject to public disclosure until the notice of intent to award has been issued.

No late Proposals will be accepted. Proposals submitted after the Closing will be considered late and will be returned unopened. Proposals may not be submitted by telephone or fax.

2.6 Post-Selection Review and Protest of Award: County will name the apparent successful Proposer in a Notice of Intent to Award published on OregonBuys. Identification of the apparent successful Proposer is procedural only and creates no right of the named Proposer to award of the contract. Competing Proposers shall be given seven (7) calendar days from the date on the Notice of Intent to Award to review the file at the Procurement Division office and file a written protest of award, pursuant to LCRB C-047-0740. Any award protest must be in writing and must be delivered by email, hand-delivery or mail to the address for the Procurement Division as listed in Section 1 of this RFP.

Only actual Proposers may protest if they believe they have been adversely affected because the Proposer would be eligible to be awarded the contract in the event the protest is successful. The basis of the written protest must be in accordance with ORS 279B.410 and shall specify the grounds upon which the protest is based. In order to be an adversely affected Proposer with a right to submit a written protest, a Proposer must be next in line for

2026-25 Page 3 award, i.e. the protester must claim that all higher rated Proposers are ineligible for award because they are non-responsive or non-responsible.

County will consider any protests received and:

a. reject all protests and proceed with final evaluation of, and any allowed contract language negotiation with, the apparent successful Proposer and, pending the satisfactory outcome of this final evaluation and negotiation, enter into a contract with the named Proposer; OR

b. sustain a meritorious protest(s) and reject the apparent successful Proposer as nonresponsive, if such Proposer is unable to demonstrate that its Proposal complied with all material requirements of the solicitation and Oregon public procurement law; thereafter, County may name a new apparent successful Proposer; OR

c. reject all Proposals and cancel the procurement.

2.7 Acceptance of Contractual Requirements: Failure of the selected Proposer to execute a contract and deliver required insurance certificates within ten (10) calendar days after notification of an award may result in cancellation of the award. This time period may be extended at the option of County.

2.8 Public Records: Proposals are deemed confidential until the “Notice of Intent to Award” letter is issued.

This RFP and one copy of each original Proposal received in response to it, together with copies of all documents pertaining to the award of a contract, will be kept and made a part of a file or record which will be open to public inspection. If a Proposal contains any information that is considered a TRADE SECRET under ORS 192.345(2), SUCH INFORMATION MUST BE LISTED ON A SEPARATE SHEET CAPABLE OF SEPARATION

FROM THE REMAINING PROPOSAL AND MUST BE CLEARLY MARKED WITH THE

FOLLOWING LEGEND:

“This information constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192.”

The Oregon Public Records Law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies only “unless the public interest requires disclosure in the particular instance” (ORS 192.345).

Therefore, non-disclosure of documents, or any portion of a document submitted as part of a Proposal, may depend upon official or judicial determinations made pursuant to the Public Records Law.

2.9 Investigation of References: County reserves the right to investigate all references in addition to those supplied references and investigate past performance of any Proposer with respect to its successful performance of similar services, its compliance with specifications and contractual obligations, its completion or delivery of a project on schedule, its lawful payment of subcontractors and workers, and any other factor relevant to this RFP. County may postpone the award or the execution of the contract after the announcement of the apparent successful Proposer in order to complete its investigation.

2.10 RFP Proposal Preparation Costs and Other Costs: Proposer costs of developing the Proposal, cost of attendance at an interview (if requested by County), or any other costs are entirely the responsibility of the Proposer, and will not be reimbursed in any manner by County.

2.11 Clarification and Clarity: County reserves the right to seek clarification of each Proposal, or to make an award without further discussion of Proposals received. Therefore, it is important that each Proposal be submitted initially in the most complete, clear, and favorable manner possible.

2.12 Right to Reject Proposals: County reserves the right to reject any or all Proposals or to withdraw any item from the award, if such rejection or withdrawal would be in the public interest, as determined by County.

2.13 Cancellation: County reserves the right to cancel or postpone this RFP at any time or to award no contract.

2.14 Proposal Terms: All Proposals, including any price quotations, will be valid and firm through a period of one hundred and eighty (180) calendar days following the Closing date. County may require an

2026-25 Page 4 extension of this firm offer period. Proposers will be required to agree to the longer time frame in order to be further considered in the procurement process.

2.15 Oral Presentations: At County’s sole option, Proposers may be required to give an oral presentation of their Proposals to County, a process which would provide an opportunity for the Proposer to clarify or elaborate on the Proposal but will in no material way change Proposer’s original Proposal. If the evaluating committee requests presentations, the Procurement Division will schedule the time and location for said presentation. Any costs of participating in such presentations will be borne solely by Proposer and will not be reimbursed by County. Note: Oral presentations are at the discretion of the evaluating committee and may not be conducted;

therefore, written Proposals should be complete.

2.16 Usage: It is the intention of County to utilize the services of the successful Proposer(s) to provide services as outlined in the below Scope of Work.

2.17 Review for Responsiveness: Upon receipt of all Proposals, the Procurement Division or designee will determine the responsiveness of all Proposals before submitting them to the evaluation committee. If a Proposal is incomplete or non-responsive in significant part or in whole, it will be rejected and will not be submitted to the evaluation committee. County reserves the right to determine if an inadvertent error is solely clerical or is a minor informality which may be waived, and then to determine if an error is grounds for disqualifying a Proposal. The Proposer’s contact person identified on the Proposal will be notified, identifying the reason(s) the Proposal is non-responsive. One copy of the Proposal will be archived and all others discarded.

2.18 RFP Incorporated into Contract: This RFP will become part of the Contract between County and the selected contractor(s). The contractor(s) will be bound to perform according to the terms of this RFP, their Proposal(s), and the terms of the Sample Contract.

2.19 Communication Blackout Period: Except as called for in this RFP, Proposers may not communicate with members of the Evaluation Committee or other County employees or representatives about the RFP during the procurement process until the apparent successful Proposer is selected, and all protests, if any, have been resolved. Communication in violation of this restriction may result in rejection of a Proposer.

2.20 Prohibition on Commissions and Subcontractors: County will contract directly with persons/entities capable of performing the requirements of this RFP. Contractors must be represented directly.

Participation by brokers or commissioned agents will not be allowed during the Proposal process. Contractor shall not use subcontractors to perform the Work unless specifically pre-authorized in writing to do so by the County. Contractor represents that any employees assigned to perform the Work, and any authorized subcontractors performing the Work, are fully qualified to perform the tasks assigned to them, and shall perform the Work in a competent and professional manner. Contractor shall not be permitted to add on any fee or charge for subcontractor Work. Contractor shall provide, if requested, any documents relating to subcontractor’s qualifications to perform required Work.

2.21 Ownership of Proposals: All Proposals in response to this RFP are the sole property of County, and subject to the provisions of ORS 192.410-192.505 (Public Records Act).

2.22 Clerical Errors in Awards: County reserves the right to correct inaccurate awards resulting from its clerical errors.

2.23 Rejection of Qualified Proposals: Proposals may be rejected in whole or in part if they attempt to limit or modify any of the terms, conditions, or specifications of the RFP or the Sample Contract.

2.24 Collusion: By responding, the Proposer states that the Proposal is not made in connection with any competing Proposer submitting a separate response to the RFP, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

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2.25 Evaluation Committee: Proposals will be evaluated by a committee consisting of representatives from County and potentially external representatives. County reserves the right to modify the Evaluation Committee make-up in its sole discretion.

2.26 Commencement of Work: The contractor shall commence no work until all insurance requirements have been met, the Protest of Awards deadline has been passed, any protest have been decided, a contract has been fully executed, and a Notice to Proceed has been issued by County.

2.27 Nondiscrimination: The successful Proposer agrees that, in performing the work called for by this RFP and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

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SECTION 3

SCOPE OF WORK

3.1. INTRODUCTION

Clackamas County Health, Housing & Human Services (H3S) invites qualified consultants and consulting firms to submit Proposals to establish multiple On-Call Organizational Development Strategic Consulting Services Contracts.

The purpose of this Request for Proposals (RFP) is to establish a pool of highly qualified Contractors capable of providing specialized organizational development, leadership, workforce development, facilitation, strategic planning, project management, and related consulting services on an as-needed basis through individually authorized Task Orders.

The County intends to award contracts to multiple qualified Contractors. Award of a Contract does not guarantee any minimum amount of work or the issuance of any Task Orders.

Services may be requested by any H3S division or the Director's Office and may involve individual divisions, multiple divisions, or department-wide initiatives.

All work performed under the resulting Contracts shall be authorized through individual Task Orders issued by the County in accordance with the requirements of this RFP and the resulting Contract.

H3S continually undertakes strategic initiatives, organizational improvements, leadership development, and workforce investments to strengthen services delivered to our community. This RFP is designed to strengthen how we plan, collaborate, lead, and deliver services across six divisions. By establishing a pool of on-call consultants, the Department aims to reduce duplicative contracting, enhance alignment, increase fiscal oversight, and expand access to specialized expertise.

We seek partners who bring clarity, practicality, and deep understanding of the public-sector environment. Whether you are a large firm or an independent consultant, we welcome your proposal.

Please direct all Technical/Specifications or Procurement Process Questions to the indicated representative referenced in the Notice of Request for Proposals and note the communication restriction outlined in Section 2.19.

3.2 BACKGROUND

Clackamas County Health, Housing & Human Services (H3S) is one of Clackamas County's largest departments, providing a broad range of programs and services that promote the health, housing stability, safety, and well-being of individuals, families, and communities throughout Clackamas County.

H3S is comprised of the following divisions:

• Behavioral Health

• Children, Family & Community Connections

• Health Centers

• Housing & Community Development

• Public Health

• Social Services

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In addition, the H3S Director's Office provides executive leadership, strategic direction, policy development, performance management, organizational development, procurement oversight, and cross-division coordination.

The Department routinely undertakes initiatives involving strategic planning, organizational development, leadership development, workforce development, operational improvement, project implementation, organizational change, facilitation, regulatory compliance, and continuous improvement. These initiatives frequently require specialized consulting expertise that may not be available internally or may require independent facilitation or technical expertise.

Rather than conducting separate procurements for individual consulting engagements, H3S intends to establish multiple on-call contracts that provide flexible, timely access to qualified consultants capable of supporting a wide variety of organizational needs.

The resulting Contracts are intended to improve operational efficiency, reduce repetitive procurement activities, strengthen consistency across the Department, improve fiscal stewardship, and provide H3S divisions with timely access to specialized expertise as organizational needs arise.

Work performed under the resulting Contracts may range from short-term consulting engagements to larger multi-phase projects and may involve a single division, multiple divisions, or department-wide initiatives.

3.3. SCOPE OF WORK

3.3.1. Scope:

The County seeks qualified Contractors to provide professional consulting services that strengthen organizational effectiveness, leadership, workforce capacity, operational performance, and strategic initiatives throughout the Health, Housing & Human Services Department (H3S).

Services will be requested on an as-needed basis through individually authorized Task Orders. The County anticipates awarding multiple contracts under this solicitation and may assign work to one or more Contractors based upon the specific needs of each Task Order.

Contractors may submit proposals for one, several, or all Service Categories identified below. Contractors are not required to demonstrate expertise in every Service Category to be considered for award.

The Service Categories described below identify the general types of services anticipated under this Contract. They are intended to provide representative examples and are not intended to limit the County's ability to request related consulting services that are consistent with the overall purpose of this solicitation.

3.3.1.1 Service Category 1 – Organizational Strategy & Change

Representative Services: Strategic Planning • Organizational Assessments • Change Management • Operational Improvement • Organizational Effectiveness • Strategic Facilitation

The County may issue Task Orders for consulting services that support strategic planning, organizational assessments, operational improvement, organizational change, business process improvement, stakeholder engagement, and department-wide initiatives.

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Services may include, but are not limited to:

A. Strategic Planning & Organizational Assessment

Contractor may be asked to:

• Facilitate strategic planning processes at the department, division, or program level.

• Conduct organizational, operational, readiness, needs, environmental, and stakeholder assessments.

• Review organizational structures, governance models, staffing approaches, workflows, policies, procedures, and operational practices.

• Analyze organizational performance, communication patterns, business processes, and operational effectiveness.

• Identify organizational strengths, risks, opportunities, constraints, and improvement strategies.

• Facilitate prioritization of organizational goals, objectives, initiatives, and implementation strategies.

• Prepare strategic plans, implementation roadmaps, organizational assessments, recommendations, executive summaries, and related planning documents.

• Develop current-state and future-state assessments supported by data, best practices, and stakeholder input.

• Evaluate organizational alignment with County priorities, strategic initiatives, regulatory requirements, and industry best practices.

B. Organizational Change & Change Management

Contractor may be asked to:

• Support implementation of organizational change initiatives.

• Facilitate organizational change planning, readiness assessments, stakeholder analysis, and change impact assessments.

• Develop communication strategies, implementation plans, stakeholder engagement plans, and change adoption strategies.

• Facilitate leadership alignment sessions, sponsor briefings, and change planning workshops.

• Support implementation of the H3S Change Management Practice Library and other County-approved organizational development resources.

• Facilitate employee engagement activities, listening sessions, workshops, and organizational feedback processes.

• Assist project teams in identifying organizational risks, barriers to implementation, and mitigation strategies.

• Evaluate change adoption, organizational readiness, sustainability, and continuous improvement opportunities.

C. Strategic Facilitation

Contractor may be asked to:

• Facilitate strategic planning sessions, executive retreats, leadership meetings, cross-functional workshops, and organizational planning sessions.

• Design meeting agendas, facilitation guides, participant materials, and engagement activities.

• Facilitate collaborative decision-making, consensus building, conflict resolution, and problem-solving discussions.

• Support cross-division coordination and organizational alignment.

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• Document meeting outcomes, recommendations, action items, decisions, risks, and implementation priorities.

• Facilitate public-sector stakeholder engagement activities and collaborative planning sessions.

3.3.1.2 Service Category 2 – Leadership & Team Development

Representative Services: Leadership Development • Executive Coaching • Team Development • Facilitation • Conflict Resolution • Executive Retreats

The County may issue Task Orders for consulting services that strengthen leadership effectiveness, improve team performance, develop supervisory and management capabilities, enhance organizational communication, and support high-performing teams throughout H3S.

Services may include, but are not limited to:

A. Leadership Assessment & Development

Contractor may be asked to:

• Conduct leadership assessments, organizational leadership evaluations, and executive development assessments.

• Administer or facilitate leadership assessment tools such as DISC, Emotional Intelligence (EQ), CliftonStrengths, Work of Leaders, or comparable assessment instruments.

• Conduct structured interviews, leadership assessments, and 360-degree feedback processes.

• Prepare leadership development summaries identifying strengths, development opportunities, and recommended action plans.

• Design, develop, and deliver leadership development programs for executives, managers, supervisors, and emerging leaders.

• Develop facilitator guides, participant workbooks, leadership resources, presentation materials, and practical implementation tools.

• Deliver leadership development through instructor-led, virtual, hybrid, or individual coaching formats.

• Evaluate leadership development outcomes and recommend continuous improvement strategies.

B. Executive, Leadership & Team Coaching

Contractor may be asked to:

• Provide executive, leadership, supervisory, or professional coaching for individual employees or leadership teams.

• Facilitate coaching engagements that support leadership development, organizational effectiveness, succession planning, and professional growth.

• Establish coaching goals, measurable outcomes, and development objectives in collaboration with County leadership.

• Provide coaching for newly promoted supervisors, managers, executive leaders, project sponsors, or specialized leadership roles.

• Facilitate group coaching, peer coaching, leadership cohorts, or leadership learning communities.

• Support leadership during organizational change, strategic initiatives, organizational restructuring, or complex organizational challenges.

• Provide coaching summaries, recommendations, and progress updates while maintaining appropriate confidentiality and professional standards.

• Facilitate conflict resolution, mediation, or leadership alignment discussions when requested by the County.

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C. Team Development & High-Performance Facilitation

Contractor may be asked to:

• Facilitate division retreats, executive retreats, strategic planning retreats, annual planning sessions, and organizational workshops.

• Facilitate team-building sessions that improve collaboration, communication, trust, accountability, and organizational effectiveness.

• Conduct team assessments using interviews, surveys, facilitated discussions, observations, or other organizational assessment methodologies.

• Identify communication challenges, role clarity issues, organizational barriers, and opportunities for improved collaboration.

• Facilitate conflict resolution, consensus-building, collaborative problem-solving, and organizational alignment sessions.

• Assist teams in developing operating agreements, team norms, decision-making frameworks, communication protocols, and accountability practices.

• Design agendas, facilitation guides, presentation materials, participant workbooks, and supporting resources for workshops, retreats, and facilitated meetings.

• Document meeting outcomes, decisions, action items, recommendations, implementation priorities, and next steps.

D. Leadership Consultation & Organizational Advising

Contractor may be asked to:

• Provide strategic consultation to executive leadership regarding organizational challenges, leadership effectiveness, workforce engagement, and organizational development initiatives.

• Advise leadership regarding organizational culture, employee engagement, change leadership, communication strategies, and organizational effectiveness.

• Facilitate executive planning discussions related to succession planning, leadership transitions, organizational restructuring, or strategic initiatives.

• Provide objective recommendations that support informed decision-making and continuous organizational improvement.

3.3.1.3 Service Category 3 – Workforce Capacity & Implementation

Representative Services: Workforce Development • Training & Curriculum Development • Project & Program Management • Organizational Implementation • Capacity Building • Process Improvement

The County may issue Task Orders for consulting services that strengthen workforce capability, support implementation of strategic initiatives, improve organizational effectiveness, develop employee competencies, and assist with the successful planning and execution of departmental projects and programs.

Services may include, but are not limited to:

A. Workforce Development & Training

Contractor may be asked to:

• Conduct organizational, division, program, or position-specific training needs assessments.

• Interview leadership, supervisors, employees, and stakeholders to identify workforce development needs, competency gaps, and organizational priorities.

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• Analyze workforce capabilities, organizational readiness, performance trends, and learning opportunities.

• Prepare written training needs assessments with prioritized recommendations.

• Design, develop, customize, and maintain instructor-led, virtual, hybrid, and self-paced training programs.

• Develop curricula, facilitator guides, participant workbooks, presentation materials, job aids, reference guides, and instructional materials.

• Design e-learning modules, blended learning solutions, and other technology-enabled learning resources.

• Deliver training sessions, workshops, seminars, tabletop exercises, simulations, case studies, and interactive learning activities.

• Develop tools to evaluate participant learning, knowledge transfer, and training effectiveness.

• Conduct post-training evaluations and recommend improvements to future training programs.

• Prepare after-action reports, implementation recommendations, and workforce development strategies.

B. Project & Program Management

Contractor may be asked to:

• Develop project charters, project scopes, work plans, schedules, implementation strategies, and governance documents.

• Define project objectives, deliverables, milestones, performance measures, and success criteria.

• Develop and maintain project schedules, communication plans, resource plans, and implementation plans.

• Support project governance, executive sponsorship, stakeholder engagement, and decision-making processes.

• Facilitate project team meetings, steering committee meetings, working groups, and implementation sessions.

• Coordinate project activities among County staff, leadership, contractors, community partners, and external stakeholders.

• Develop and maintain project dashboards, action item logs, issue logs, risk registers, decision logs, dependency trackers, and status reports.

• Monitor project progress, identify implementation risks, recommend corrective actions, and support issue resolution.

• Prepare executive briefings, progress reports, implementation summaries, and presentations.

• Conduct project closeout activities, lessons learned sessions, transition planning, sustainability planning, and knowledge transfer.

C. Organizational Implementation & Capacity Building

Contractor may be asked to:

• Assist divisions in implementing new programs, initiatives, technologies, policies, procedures, or organizational improvements.

• Support implementation of strategic plans, operational improvement initiatives, organizational redesign efforts, and change initiatives.

• Develop implementation roadmaps, transition plans, readiness plans, sustainability strategies, and continuous improvement frameworks.

• Facilitate implementation planning sessions, stakeholder engagement activities, and cross-functional coordination meetings.

• Assist leadership and project teams in identifying implementation barriers, organizational risks, resource needs, and mitigation strategies.

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• Develop tools, templates, standard operating procedures, guidance documents, implementation checklists, and operational resources.

• Support performance measurement, continuous improvement efforts, and implementation monitoring.

• Evaluate implementation outcomes and recommend adjustments to improve effectiveness, efficiency, and long-term sustainability.

• Prepare implementation summaries, executive reports, recommendations, and transition documentation.

• Provide technical assistance and consultation to support successful implementation of organizational initiatives across one or more H3S divisions.

D. Process Improvement & Operational Excellence

Contractor may be asked to:

• Assess existing business processes, workflows, operational procedures, and service delivery models.

• Identify opportunities to improve efficiency, effectiveness, quality, customer experience, and operational performance.

• Facilitate business process mapping, workflow redesign, Lean process reviews, and continuous improvement initiatives.

• Develop recommendations that reduce duplication, improve coordination, strengthen accountability, and streamline operations.

• Assist with implementation of approved process improvements and monitor outcomes.

• Develop performance measures, dashboards, operational metrics, and continuous improvement recommendations that support data-informed decision-making.

3.3.1.4 Service Delivery Expectations

The services described in this Section may be provided through one or more service delivery methods depending on the nature of the assignment and the requirements identified in the applicable Task Order.

A. Service Delivery Methods

Services may be performed:

• In person at County-owned or leased facilities, partner locations, or other locations identified by the County.

• Virtually using County-approved video conferencing platforms.

• By telephone, when appropriate.

• Through a hybrid combination of in-person and virtual services.

The required service delivery method will be identified in each Task Order.

B. Work Schedule

Services will be performed on an as-needed basis.

Specific work schedules, project timelines, milestones, and required meeting dates will be established through each Task Order.

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While most services are anticipated to occur during normal County business hours, the County may request services outside of normal business hours when operational needs require.

C. Work Location

Services may be performed at any Clackamas County-owned or leased facility, community partner location, or other location identified in the applicable Task Order.

Clackamas County Health, Housing & Human Services operates from multiple facilities and service locations throughout Clackamas County.

3.3.2 Task Order Assignments

• The resulting Contracts are intended to provide H3S with flexible, on-call access to qualified consulting services. Work will be performed on an as-needed basis through individually authorized Task Orders.

• Award of a Contract under this RFP does not guarantee the issuance of any Task Orders, a minimum amount of work, or any specific dollar value during the contract term.

• Task Orders may be issued to support individual divisions, multiple divisions, the Director's Office, or department-wide initiatives.

• Depending on the nature of the services requested, individual Task Orders may include additional requirements necessary to support specific County programs, funding sources, regulatory obligations, or operational needs. Such requirements may include, but are not limited to, execution of confidentiality agreements, Business Associate Agreements (BAAs), Qualified Service Organization Business Associate Agreements (QSOBAAs), data security requirements, background checks, system access requirements, or other program-specific conditions applicable to the requested services.

3.3.2.1 Task Order Development

Each Task Order will define the specific services authorized for an individual project and may include, as applicable:

• Task Order Number.

• County Contract Number.

• H3S Division requesting services.

• Project title.

• Project description.

• Scope of Work.

• Deliverables and milestones.

• Project schedule.

• Compensation and billing method.

• Maximum authorized compensation.

• Account string(s).

• County Project Manager.

• Contractor Project Manager.

• Special requirements or project-specific instructions.

• Additional attachments or supporting documentation, when applicable.

The County may incorporate by reference project work plans, implementation schedules, technical requirements, or other supporting documentation into an individual Task Order.

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3.3.2.2 Task Order Assignment

The County reserves the sole discretion to determine the most appropriate Contractor for each Task Order.

When assigning work, the County may consider factors including, but not limited to:

• Relevant experience for the requested services.

• Demonstrated expertise within the applicable Service Category.

• Qualifications of proposed personnel.

• Past performance under this Contract.

• Availability and capacity.

• Ability to meet project schedules.

• Familiarity with similar public-sector projects.

• Proposed approach to the assignment.

• Geographic considerations, when applicable.

• Continuity of ongoing work.

• Overall best value to the County.

• Any other factor determined by the County to be in its best interest.

The County reserves the right to assign Task Orders directly to an awarded Contractor or to request project-specific information, work plans, staffing approaches, interviews, pricing, or other information from one or more awarded Contractors before issuing a Task Order.

3.3.2.3 Task Order Negotiation

Prior to issuing a Task Order, the County may negotiate with the selected Contractor regarding:

• Scope of Work.

• Deliverables.

• Project schedule.

• Staffing assignments.

• Compensation.

• Billing methodology.

• Project assumptions.

• Other project-specific requirements.

If the County and Contractor are unable to successfully negotiate a Task Order, the County reserves the right to discontinue negotiations and initiate discussions with another awarded Contractor.

3.3.2.4 Compensation

Depending upon the nature of the assignment, compensation may be structured as:

• Fixed Fee

• Time and Materials

The compensation methodology will be identified within each Task Order.

3.3.2.5 Performance Evaluation

The County may evaluate Contractor performance throughout the contract term.

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Performance considerations may include, but are not limited to:

• Quality of services.

• Timeliness of deliverables.

• Responsiveness.

• Communication.

• Technical competence.

• Project management.

• Collaboration with County staff and stakeholders.

• Ability to meet project objectives.

• Overall customer service.

• Compliance with Task Order requirements.

Past performance under the resulting Contract may be considered when determining future Task Order assignments.

3.3.2.6 Task Order Authorization

No work shall begin until a Task Order has been fully executed by authorized representatives of both the County and the Contractor.

The County will utilize Attachment A – H3S Task Order Authorization & Scope of Work to document and authorize individual Task Orders issued under the resulting Contract.

Only services specifically authorized within an executed Task Order shall be eligible for payment.

3.3.2.7 Guiding Principles

The County intends that consulting services provided under the resulting Contracts reflect the following guiding principles:

• Build organizational capacity and strengthen internal capabilities.

• Deliver practical, implementable, and sustainable solutions.

• Foster collaborative partnerships founded on trust, transparency, and shared accountability.

• Support informed decision-making through objective analysis and evidence-based recommendations.

• Promote cross-division collaboration and organizational alignment.

• Respect and build upon existing County knowledge, resources, and organizational investments.

• Produce measurable value through high-quality deliverables and meaningful outcomes.

• Transfer knowledge and tools that enable County staff to sustain improvements after the engagement concludes.

• Demonstrate flexibility and responsiveness to evolving organizational priorities and operational needs.

3.3.2.8 Contractor Qualifications

The County seeks Contractors with demonstrated expertise in supporting complex, multi-division public-sector organizations. Contractors must show the ability to provide strategic, facilitative, and technical services described in Section 3.Contractors are not required to demonstrate expertise in every Service Category. Qualifications will be evaluated based on the Service Categories and services the Contractor proposes to provide.

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Minimum Qualifications

Contractors must demonstrate:

1. A minimum of five (5) years of relevant professional experience delivering services in one or more categories listed in Section 3.

2. Experience working with public-sector, human services, or health-related organizations, preferably those with complex governance and compliance structures.

3. Experience supporting large, multi-division agencies undergoing operational, structural, or organizational change.

4. Proven ability to develop clear, accessible written reports, recommendations, and plans aligned with transparency and public-accessibility standards.

5. Facilitation experience with diverse multidisciplinary teams, including senior leadership, frontline staff, and cross-functional groups.

6. Experience applying equity-centered, trauma-informed, culturally responsive, or inclusive practices in organizational development, facilitation, or training work.

7. Ability to assign personnel with the education, professional credentials, certifications, technical expertise, and experience appropriate for the services proposes

Preferred Qualifications (Not required, but Valued)

Experience applying structured organizational development, operational improvement, or project management methodologies (e.g., ADKAR, Lean, Lean Six Sigma, Operational Excellence, strategic planning frameworks, or similar methodologies).\International Coaching Federation (ICF) coaching certification.

Project Management Professional (PMP) certification or equivalent project management credential.

Experience supporting County, State, Tribal, or public health/human services agencies.

Experience developing or implementing organizational assessments or strategic analysis.

3.3.2.9 Demonstrated Capabilities

Contractors must demonstrate:

1. Ability to translate complex information into actionable steps.

2. Competency in facilitating collaborative problem-solving and conflict resolution.

3. Capacity to coordinate across multiple divisions without creating silos.

4. Skill in integrating and reinforcing existing County tools, templates, frameworks, and systems.

5. Ability to adjust communication style for varied audiences, including leadership, staff, governing bodies, partners, and community stakeholders.

6. 6. Ability to effectively manage multiple consulting engagements, priorities, and deliverables while maintaining quality and responsiveness

3.3.3. Term of Contract:

The term of the contract shall be from the effective date through June 30, 2028. At the County’s sole discretion, the contract may be renewed for up to three additional one-year terms

3.3.4 Sample Contract: Submission of a Proposal in response to this RFP indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance

2026-25 Page 17 requirements) of the sample contract identified below. No action or response to the sample contract is required under this RFP. Any objections to the sample contract terms should be raised in accordance with Paragraphs 2.2 or 2.3 of this RFP, pertaining to requests for clarification or change or protest of the RFP/specifications, and as otherwise provided for in this RFP. This RFP and all supplemental information in response to this RFP will be a binding part of the final contract.

The applicable Sample Personal Services Contract for this RFP can be found at https://www.clackamas.us/finance/terms.html.

Personal Services Contract (unless checked, item does not apply) The following paragraphs of the Professional Services Contract will be applicable:

Article I, Paragraph 5 – Travel and Other Expense is Authorized Article II, Paragraph 28 – Confidentiality Article II, Paragraph 29 – Criminal Background Check Requirements Article II, Paragraph 30 – Key Persons Article II, Paragraph 31 – Cooperative Contracting Article II, Paragraph 32 – Federal Contracting Requirements Exhibit A – On-Call Provision

The following insurance requirements will be applicable:

Commercial General Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for Bodily Injury and Property Damage.

Professional Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for damages caused by error, omission or negligent acts.

Automobile Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence for Bodily Injury and Property Damage.

Cyber Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence for network security (including data breach), privacy, interruption of business, media liability, and errors and omissions https://www.clackamas.us/finance/terms.html

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SECTION 4

EVALUATION PROCEDURE

4.1 An evaluation committee will review all Proposals that are initially deemed responsive and they shall rank the Proposals in accordance with the below criteria. The evaluation committee may recommend an award based solely on the written responses or may request Proposal interviews/presentations.

Interviews/presentations, if deemed beneficial by the evaluation committee, will consist of the highest scoring Proposers. The invited Proposers will be notified of the time, place, and format of the interview/presentation. Based on the interview/presentation, the evaluation committee may revise their scoring.

Written Proposals must be complete and no additions, deletions, or substitutions will be permitted during the interview/presentation (if any). The evaluation committee will recommend award of a contract to the final County decision maker based on the highest scoring Proposal. The County decision maker reserves the right to accept the recommendation, award to a different Proposer, or reject all Proposals and cancel the RFP.

Proposers are not permitted to directly communicate with any member of the evaluation committee during the evaluation process. All communication will be facilitated through the Procurement representative.

4.2 Evaluation Criteria

Category Points available:

Firm Qualifications & Organizational Capability 20 Points

Proposed Team & Expertise, Credentials & Capabilities 20 Points

Project Approach, Methodology & Understanding of Services 25 Points

Organizational Development Experience, Public 15 Points Sector Experience, and Equity-Informed Practices

Fee Proposal & Overall Value 20 Points

Available points 0-100

4.3 Once a selection has been made, the County will enter into contract negotiations. During negotiation, the County may require any additional information it deems necessary to clarify the approach and understanding of the requested services.