RFP_250059__Exhibit_A_Scope_Of_Work.pdf

RFP 250059

EXHIBIT A

Scope of Work Training Content Provider

Background:

The Orange County Transportation Authority (OCTA) was formed in June 1991 to address ongoing transportation needs in Orange County. The concept behind OCTA was to create one agency to develop and implement transportation programs designed to reduce traffic congestion and improve air quality. As one agency, OCTA provides Orange County with a single point of accountability and a greater voice for local residents on all transportation issues.

Project Description:

OCTA is seeking proposals from qualified and experienced training content providers to deliver comprehensive learning solutions that enhance organizational development for one hundred (100) administrative employees. OCTA is committed to cultivating a workforce that is equipped with the leadership capabilities, technical expertise, and interpersonal skills necessary to support OCTA’s mission of providing safe, reliable, and innovative transportation services to the Orange County community.

The selected provider will supply licensed, training content that can be delivered through a combination of digital learning platforms and in-person training modalities. This content will be integrated into OCTA’s Learning and Development (L&D) framework to support certification processes, employee growth, and long-term organizational impact.

The training content must be professional, research-based, and designed to address diverse employee learning needs. Providers should demonstrate the ability to deliver courses that are accessible, scalable, and adaptable to multiple learning styles and organizational contexts. All materials must be compliant with intellectual property standards and provided under appropriate licensing agreements.

By procuring high-quality training content through this solicitation, OCTA aims to expand the reach and impact of its employee development programs, ensuring that staff are well-prepared to meet the challenges of today’s evolving transportation landscape while contributing to a strong, resilient, and service-oriented organizational culture.

History and Need:

OCTA has a history of partnering with established training content providers to expand access to professional learning opportunities for administrative and operational employees. Previous collaborations with industry-leading platforms have enabled the L&D team to deliver diverse resources such as e-learning modules, certification programs, and leadership development workshops. These partnerships have supported OCTA’s ongoing commitment to continuous workforce growth.

Building on this foundation, OCTA now seeks to broaden the availability of high-quality training resources to administrative employees, operational staff, department managers, and division directors. This initiative reflects OCTA’s commitment to investing in its workforce and ensuring alignment with organizational priorities. By enhancing access to curated, research-based training content, OCTA aims to further develop critical competencies across the workforce, including:

• Technical and Professional Expertise

• Learning Agility and Adaptability

• Inspiring and Motivating Others to Achieve High Performance

• Developing and Coaching Talent

• Customer and External Focus

This investment is intended to strengthen OCTA’s organizational capacity, improve service delivery, and foster a culture of learning that equips employees at all levels to meet current and future challenges.

Proposed Audience:

• All administrative employees

• Operational staff

• OCTA leadership

Objectives:

Through this solicitation, OCTA seeks a training content provider that will strengthen organizational effectiveness, build workforce capability, and foster a sustainable culture of learning. The objectives of this engagement are to:

• Enable Organizational Agility – Provide learning resources that help employees and leaders adapt to change, navigate complex situations, and make informed decisions with confidence. Training content shall strengthen resilience and ensure that teams can remain effective in dynamic environments.

• Develop and Retain Talent – Offer engaging programs that support career growth, leadership development, and employee engagement. By investing in its people, OCTA seeks to retain top talent, prepare a pipeline of future leaders, and demonstrate a clear commitment to employee development.

• Strengthen Leadership Capacity – Equip managers and directors with the skills to coach, mentor, and inspire others. Training content shall build core competencies that enhance collaboration, accountability, and performance across the organization.

• Avoid Costly Errors and Blind Spots – Deliver training that improves decision-making, communication, and cross-functional collaboration. By helping employees and leaders identify blind spots and improve interpersonal effectiveness, OCTA can minimize risks, reduce inefficiencies, and improve overall performance.

• Foster a Culture of Continuous Learning – Expand access to modern, high-quality online and in-person learning resources that empower employees at all levels to grow professionally, develop critical skills, and contribute to OCTA’s mission of delivering safe, reliable, and innovative transportation services.

Learning Content:

The requested areas of focus for training content include, but are not limited to:

• Leadership Development – programs that cultivate current and emerging leaders with strategic thinking, skills to manage teams, coaching for development, providing feedback, performance management, managing projects, and organizational initiatives effectively.

• Employee Soft Skills – training in communication, collaboration, conflict resolution, problem-solving, and customer service.

• Individual Effectiveness – courses designed to enhance productivity, time management, adaptability, and critical thinking.

• Organizational Culture Building – content that fosters inclusivity, engagement, generational engagement, accountability, and alignment with OCTA’s values.

• Digital and e-Learning Content – online courses, videos and micro-learnings accessible through content provider’s learning platform, allowing OCTA to track assignments and assign training to support on-demand and self-paced development.

• Artificial Intelligence (AI)-Based Coaching and Learning Solutions – innovative tools and resources that leverage AI to provide personalized coaching, feedback, and learning recommendations.

Requirements:

The selected content provider shall demonstrate the capacity to meet the following requirements:

• Training Content – Provide licensed, training programs for one hundred (100) learners that can be delivered through a blended approach, including both digital learning platforms (e-learning, on-demand modules, virtual sessions) and in-person training modalities.

• Evidence-Based and Professional Quality – Ensure all training content is grounded in credible research, designed by subject matter experts, and delivered at a professional standard to address diverse learning needs across multiple employee groups.

• Certification Pathways – Offer self-certification courses that enable OCTA’s L&D team to become certified facilitators and deliver approved content internally to employees.

• Downloadable and Facilitator Resources – Provide comprehensive instructor and participant materials, including leader’s guides, workbooks, handouts, worksheets, visual aids, training videos, and PowerPoints, to support effective in-person and blended training delivery.

• Knowledge Resources for L&D – Supply supplemental resources such as professional articles, research briefs, and trend reports to ensure OCTA’s L&D team remains current on emerging workforce development practices and industry innovations.

• Comprehensive Subject Coverage – Offer a wide range of content spanning technical skills, leadership development, and interpersonal/soft skills, with alignment to OCTA’s identified core competencies (e.g., technical expertise, learning agility, motivating others, developing talent, and customer focus).

• Industry-Relevant Experience – Demonstrate prior experience working with organizations in the transportation or public sector industries.

• AI-Enhanced Micro-Learning – Deliver short, targeted learning modules that utilize AI to personalize and adapt the learning experience to individual employee needs and preferences. (preferred but not required)

Deliverables:

The selected training content provider shall be responsible for delivering the following:

1. Licensed Training Content o Access to course content covering leadership development, technical skills, and soft skills aligned with OCTA’s core competencies.

o Clearly defined licensing terms for both digital and in-person delivery.

2. Digital Learning Resources o A library of e-learning modules, micro-learnings, and online certification courses that are accessible to OCTA employees.

o AI-driven personalization features that adapt content to individual learning needs. (preferred but not required)

3. Instructor and Participant Materials o Downloadable and reproducible resources, including leader’s guides, participant workbooks, handouts, worksheets, and PowerPoints that are editable by OCTA.

o Content designed to support both OCTA’s internal trainers and participants in live training settings.

4. Certification and Facilitation Pathways o Self-certification programs enabling OCTA’s L&D team to become certified facilitators of the provider’s content.

o Ongoing support for OCTA-certified trainers to maintain certifications and deliver approved programs internally.

5. Knowledge and Research Resources o Articles, white papers, and trend reports providing insight into workforce development, leadership practices, and industry innovations.

o Access to ongoing research or publications that L&D professionals can use to enhance training content and delivery.

6. Customized Learning Solutions o Options for tailoring learning modules to OCTA’s organizational context and employee roles.

o The ability to curate training to customize contents of the training so that

OCTA values and operational needs are incorporated into training experiences.

7. Learning Analytics and Reporting o Usage and engagement reports demonstrating participation levels, completion rates, and learner outcomes.

8. Technical and Customer Support o Dedicated technical assistance to ensure smooth integration of digital content with content provider’s learning platform.

o Ongoing customer support to resolve issues, update content, and ensure uninterrupted access for OCTA employees.

9. Communication and Coordination o Periodic progress updates and coordination with OCTA’s L&D team throughout the contract period.

10. Sample Training Content o Should include a sample of training content (Leader’s guide, workbook, PowerPoint, and digital content) o Can be a digital sample of training content (hyperlinks)

Location and Access:

Orange County Transportation Authority 600 S. Main Street Orange CA 92863