RFP605CO22002348_Jun_9_25_solicitation_doc.pdf

Solicitation Number: RFP605CO22002348

Basic Supervisory Training Services (Crew Leader Training)

MODOT Request for Proposal (RFPR)

MoDOT - Dept of Transportation

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General Header Information

RFP605CO22002348

No. RFP605CO22002348 Title: Basic Supervisory Training Services (Crew Leader Training) Start Date: July 18, 2022 at 8:15:00 PM GMT End Date: August 15, 2022 at 7:00:00 PM GMT Vendor Q&A Start Date:

Vendor Q&A End Date:

Estimated Total Value:

Who can respond to this bid? : All Vendors Description: This Request for Proposal (RFP) seeks proposals from qualified firms

(Offerors) to provide Basic Supervisory Training Services to the Missouri Highways and Transportation Commission (MHTC) and Missouri Department of Transportation (MoDOT), in accordance with the provisions and requirements stated in this RFP. The contract period for the performance of the services described in this RFP is from December 1, 2022 through November 30, 2023, with two (2) one-year renewal options. MoDOT will receive bids electronically through MissouriBUYS, by mail through USPS, UPS, or FEDEX. If the Offerors intend to submit a hard copy proposal, the Offerors must notify the buyer of record Lori.Tackett@modot.mo.gov within five (5) days before the RFP closing date. MoDOT will not accept any proposals by email.

Delivery Terms: Free On Board Destination Payment Terms: Net 30 Days Contact Information: MoDOT - Dept of Transportation

Lori Tackett 830 MoDOT Drive Jefferson City MO, 65109 United States Tel: 573-522-9481 Fax: 573-526-1218 Lori.Tackett@modot.mo.gov

Contact Details: If you have any questions, please contact:

Lori Tackett 830 MoDOT Drive Jefferson City MO, 65109 United States Tel: 573-522-9481 Fax: 573-526-1218 Lori.Tackett@modot.mo.gov

Selected Categories:

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Header Custom Fields:

RFP605CO22002348

NOTICE

Vendor Responsibility

The vendor is solely responsible for ensuring timely submission of their solicitation response. Failure to allow adequate time prior to the solicitation end date to complete and submit a response to a solicitation, particularly in the event technical support assistance is required, places the vendor and their response at risk of not being accepted on time.

The State of Missouri's Privacy Policy can be accessed here.

MODOT Section Numbering

Section Numbering All section numbering contained in this solicitation is for the convenience of reference only and is not intended to define or limit the scope of any provision of this solicitation and may not be sequential.

ADDENDA

Addendum 01 http://www.mo.gov/privacy-policy/

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The due date for receipt of proposals is unchanged by this Addendum. The following clarifications, and/or additional information, are believed to be of general interest to all potential

Offerors. All other terms and conditions remain unchanged and in full force.

QUESTION 1: Two RFPs were released from MoDOT at the same time that are both related to leadership training. This one sounds like it is specifically for Crew Leaders. Can you confirm that the participants of this training would ONLY be new leaders who are managing crews out in the field?

RESPONSE: That is correct. Both trainings are related to leadership, but the basic supervisory training is specifically for crew leaders in Maintenance who will be managing crews out in the field.

QUESTION 2: On page 14 of the RFP, it states that the training will be three days long – afternoon of day 1, full day 2 and morning of day 3 – for a total of approximately 16 hours of training. It then states “this RFP will cover three sessions total within the contract period”. Can you clarify whether this means: A) the SAME cohort will have three training opportunities of 16 hours for a total of 48 hours of training over the contract period, or B) each training cohort will only have 16 hours of training and there will be three different cohorts over the contract period?

RESPONSE: B – each session will be 16 hours for those that participate, but MoDOT wants to offer at total of three sessions (16 hours each) during the contract period to allow others to attend.

The hope would be to have about 30 participants per session – so giving 90 employees the ability to take part in this training.

QUESTION 3: On pages 12, 13 and 14, the RFP outlines a wide array of topics the department would like to be covered in this timeframe. From our experience, it would not be possible to sufficiently cover all these topics in two half-days and one full day (16 hours). If the department intends to send three different cohorts through a training that is 16 hours in length, would they be open to discussion about prioritizing the list of training deliverables to better match the allotted time for the training?

RESPONSE: MoDOT is open to allow 3 full days of training if needed to cover the material, but yes, MoDOT would be willing to discuss prioritizing the list as well – if there is a concern.

QUESTION 4: On page 19, the RFP states “the vendor should include one complete electronic copy of their proposal in …. On password protected flash drives.” Since we will be submitting this via the portal, can we assume that this request is not relevant?

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RESPONSE: This is directions for if the Offeror(s) wants to submit their proposal via U.S. mail, FedEx or UPS or they can submit their proposal electronically through the portal.

QUESTION 5: Are we missing a Scope of Work or RFP detail document? Each opportunity appears to include required response documents, but we can't seem to find a document detailing the actual need.

RESPONSE: The best way to obtain these documents, etc. is to log into MissouriBUYS and download the RFP. There are directions on the main page of MissouriBUYS that can assist you.

Here is the link: https://missouribuys.mo.gov/bidboard

QUESTION 6: The pricing page appears to request hourly pricing by employee type. We bid our training by organization size, program requirements, and the number of attendees. Is it a requirement to bid this opportunity by labor costs?

RESPONSE: Yes, this provides us with a breakdown on how the bid was calculated and broke out.

QUESTION 7: What are the travel requirements?

RESPONSE: If training was done in-person, the vendor would be required to travel to the location of the training site for the duration of the training to present the training. Additional clarification may be needed on the question in order to provide a more detailed response.

QUESTION 8: What portion of the training will be in-person and virtual?

RESPONSE: The training in its entirety will either be in-person or virtual depending on the state of the pandemic in our area. MoDOT will make the determination of which closer to the time of the training, but will be sure to give enough notice that the Offeror can prepare appropriately. Costing for some Offerors may be different whether done in-person or virtual.

ADDENDA

Addendum 01 https://missouribuys.mo.gov/bidboard

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The due date for receipt of proposals is unchanged by this Addendum. The following clarifications, and/or additional information, are believed to be of general interest to all potential

Offerors. All other terms and conditions remain unchanged and in full force.

QUESTION 1: Two RFPs were released from MoDOT at the same time that are both related to leadership training. This one sounds like it is specifically for Crew Leaders. Can you confirm that the participants of this training would ONLY be new leaders who are managing crews out in the field?

RESPONSE: That is correct. Both trainings are related to leadership, but the basic supervisory training is specifically for crew leaders in Maintenance who will be managing crews out in the field.

QUESTION 2: On page 14 of the RFP, it states that the training will be three days long – afternoon of day 1, full day 2 and morning of day 3 – for a total of approximately 16 hours of training. It then states “this RFP will cover three sessions total within the contract period”. Can you clarify whether this means: A) the SAME cohort will have three training opportunities of 16 hours for a total of 48 hours of training over the contract period, or B) each training cohort will only have 16 hours of training and there will be three different cohorts over the contract period?

RESPONSE: B – each session will be 16 hours for those that participate, but MoDOT wants to offer at total of three sessions (16 hours each) during the contract period to allow others to attend.

The hope would be to have about 30 participants per session – so giving 90 employees the ability to take part in this training.

QUESTION 3: On pages 12, 13 and 14, the RFP outlines a wide array of topics the department would like to be covered in this timeframe. From our experience, it would not be possible to sufficiently cover all these topics in two half-days and one full day (16 hours). If the department intends to send three different cohorts through a training that is 16 hours in length, would they be open to discussion about prioritizing the list of training deliverables to better match the allotted time for the training?

RESPONSE: MoDOT is open to allow 3 full days of training if needed to cover the material, but yes, MoDOT would be willing to discuss prioritizing the list as well – if there is a concern.

QUESTION 4: On page 19, the RFP states “the vendor should include one complete electronic copy of their proposal in …. On password protected flash drives.” Since we will be submitting this via the portal, can we assume that this request is not relevant?

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RESPONSE: This is directions for if the Offeror(s) wants to submit their proposal via U.S. mail, FedEx or UPS or they can submit their proposal electronically through the portal.

QUESTION 5: Are we missing a Scope of Work or RFP detail document? Each opportunity appears to include required response documents, but we can't seem to find a document detailing the actual need.

RESPONSE: The best way to obtain these documents, etc. is to log into MissouriBUYS and download the RFP. There are directions on the main page of MissouriBUYS that can assist you.

Here is the link: https://missouribuys.mo.gov/bidboard

QUESTION 6: The pricing page appears to request hourly pricing by employee type. We bid our training by organization size, program requirements, and the number of attendees. Is it a requirement to bid this opportunity by labor costs?

RESPONSE: Yes, this provides us with a breakdown on how the bid was calculated and broke out.

QUESTION 7: What are the travel requirements?

RESPONSE: If training was done in-person, the vendor would be required to travel to the location of the training site for the duration of the training to present the training. Additional clarification may be needed on the question in order to provide a more detailed response.

QUESTION 8: What portion of the training will be in-person and virtual?

RESPONSE: The training in its entirety will either be in-person or virtual depending on the state of the pandemic in our area. MoDOT will make the determination of which closer to the time of the training, but will be sure to give enough notice that the Offeror can prepare appropriately. Costing for some Offerors may be different whether done in-person or virtual.

https://missouribuys.mo.gov/bidboard

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Solicitation Requirements:

RFP605CO22002348

MoDOT Instructions for Submitting a Response

Instructions for Submitting a Response

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The Missouri Department of Transportation advertises all bid solicitation documents on the

MissouriBUYS Bid Board (https://www.missouribuys.mo.gov). MissouriBUYS is the State of

Missouri’s web-based statewide eProcurement system which is powered by WebProcure, through our partner, Perfect Commerce.

IMPORTANT NOTICE TO ALL VENDORS:

The Missouri Department of Transportation prefers receipt of all bid responses as electronic submissions. Hard copy submissions may be permitted based on the circumstances and content of the relevant solicitation with the approval of the buyer five (5) business days prior to the solicitation close date.

The solicitation as it appears digitally on the MissouriBUYS website is the official document of record. It is incumbent on the Vendor to inspect and ensure any downloaded or printed version of the solicitation that it contains all information, terms and conditions contained in the solicitation as it appears digitally on the MissouriBUYS website. In the event of any dispute regarding the contents of the solicitation, the solicitation as it appears digitally on the MissouriBUYS website shall take precedence and priority over any other downloaded or printed version of the solicitation.

The vendor is solely responsible for ensuring timely submission of their solicitation response. Failure to allow adequate time prior to the solicitation end date to complete and submit a response to a solicitation, particularly in the event technical support assistance is required, places the vendor and their response at risk of not being accepted on time.

To respond electronically to a solicitation, the vendor must first register with MissouriBUYS by going to the MissouriBUYS Home Page (https://missouribuys.mo.gov), clicking the “Register” button at the top of the page, and completing the Vendor Registration. Once registered the vendor should log back into MissouriBUYS and edit their profile by selecting the organizational contact(s) that should receive an automated confirmation of the vendor’s electronic bid responses successfully submitted to the state.

To respond electronically to a solicitation, the vendor must login to MissouriBUYS and locate the desired solicitation on the Bid Board. The vendor must read and accept the current Solicitation

Documents and any subsequent addendums, as well as complete pricing and any other identified requirements. Vendors should upload their completed response to these accepted documents

(including exhibits, forms, and other information concerning the solicitation) as an attachment to the electronic solicitation response. Step-by-step instructions for how a registered vendor responds to a solicitation electronically are available on the MissouriBUYS system at:

https://missouribuys.mo.gov/sites/missouribuys/files/How_To_Respond_To_A_Solicitation.pdf https://www.missouribuys.mo.gov https://missouribuys.mo.gov https://missouribuys.mo.gov/sites/missouribuys/files/How_To_Respond_To_A_Solicitation.pdf

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Addendum Document: If an addendum document is subsequently issued, please follow these steps to accept the addendum document(s).

1. If you have not accepted the original solicitation document go to the Overview page, find the section titled, Original Solicitation Documents, review the solicitation document(s) then click on the box under Select, and then click on the Accept button.

2. To accept the addendum document, on the Overview page find the section titled Addendum

Document, review the addendum document(s) then click on the box under Select, and then click on the Accept button.

Note: If you submitted an electronic response prior to the addendum date and time, you should review your solicitation response to ensure that it is still valid by taking into consideration the revisions addressed in the addendum document. If a revision is needed to your solicitation response and/or to indicate your acceptance of the addendum document, you will need to retract your response and re-submit your response by following these steps:

1. Log into MissouriBUYS.

2. Select the Solicitations tab.

3. Select View Current Solicitations.

4. Select My List.

5. Select the correct Opportunity Number (Opportunity No); the Overview page will display.

6. Click on Review Response from the navigation bar.

7. Click on Retract if your response needs to be revised.

8. A message will come up asking, “Are you sure you want to retract the Bid”. Click on Continue to confirm.

9. Click on Respond and revise as applicable.

10. Click on Review Response from the navigation bar and then click on Submit to submit your response.

1. MODOT RFP STANDARD PROPOSAL PROVISIONS

1.1. Solicitation Authority

The solicitation for the procurement of services referenced therein, is being issued under, and governed by, the provisions of Title 7 Missouri Department of Transportation, Division 10 Missouri Highways and

Transportation Commission, Chapter 11 Procurement of Supplies, of the Code of State Regulations. The

Missouri Highways and Transportation Commission (MHTC/Commission), acting by and through its operating arm, the Missouri Department of Transportation (MoDOT), draws the Offeror's attention to said 7

CSR 10-11 for all the provisions governing solicitation and receipt of proposals and the award of the contract pursuant to this solicitation.

1.2. Proposals to be Submitted by Officer or Employee

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All proposals must be submitted by a responsible officer or employee of the firm. Obligations assumed by such submission must be fulfilled.

1.3. MHTC Rights Reserved

MHTC reserves the right to reject any and all proposals for any reason whatsoever. Time is of the essence for responding to the RFP within the submission deadlines.

2. MODOT RFP PROPOSAL CERTIFICATION

2.1. Fee Proposal

The Offeror shall provide a fee proposal to MHTC in accordance with the terms of this Request for Proposal

(RFP). All services shall be performed at the fees offered and in accordance with the terms of this RFP.

2.2. Offeror's Certifications

By submission of the proposal, each Offeror, and in the case of a joint proposal, each party thereto as to its own organization, under penalty of perjury, certifies to the best of its knowledge and belief:

2.2.1. The prices in this proposal have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition, as to any matter relating to such prices with any other Offeror or any competitor.

2.2.2. Unless otherwise required by law, the proposed prices have not been knowingly disclosed by the

Offeror prior to the opening, directly or indirectly, to any other Offeror or to any competitor.

2.2.3. No attempt has been made or will be made by the Offeror to induce any other person, partnership or corporation to submit or not to submit a proposal for the purpose of restricting competition.

2.2.4. The Offeror certifies this proposal is made without any connection with any other person, firm, organization or business entity making a proposal for the same purpose, and is in all respects fair and without collusion or fraud, and that no elected official or other member, officer or employee or person whose salary is payable in whole or in part from the MHTC/MoDOT is directly or indirectly interested therein, or in any portion of the profits thereof.

3. MODOT RFP GENERAL DESCRIPTION AND BACKGROUND

3.1. General Description

This document constitutes a RFP from prospective qualified Offerors to provide basic supervisory skills training to the Commission and MoDOT, as set forth in this RFP. It is the intent of this RFP to have the successful Offeror enter into an Agreement with MHTC (hereinafter "Resulting

Agreement"), to supply said services outlined herein.

3.2. Background

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MHTC is seeking a qualified Offeror who can provide training services. It is the intent of this RFP to have the successful Offeror enter into a Service Agreement (the previously mentioned Resulting

Agreement) with MHTC, to supply training services as outlined herein.

The Missouri Department of Transportation (MoDOT) would like to provide a course for their personnel, which will teach basic management theory and skills for entry-level supervisors. This will allow the participants to be more effective in the work environment and provide them with the necessary skills to function successfully as a supervisor.

The intent is to provide dynamic training that will impart a better knowledge of managing personnel, projects, change and budgets. This course will include basic management theory, terminology and principles, but focus heavily on how to apply the theory. Students need to know “what to do” when they leave the class. The course will be designed using best practice instructional design, including team-based learning and job aids that can be used in the workplace. Instructional delivery and course material should be designed to meet the needs of a range of education levels from roughly

8th grade reading level and higher. All course materials should be developed in cooperation with

MoDOT’s liaison or a designee.

MoDOT operates as a customer focused and results driven, state agency under a decentralized organization structure with headquarters in Jefferson City, Missouri and is governed by the MHTC, a six (6) member Commission appointed by the Governor. The Central Office provides oversight and support to seven (7) geographical districts primarily responsible for delivery of MoDOT's mission and tangible results. Each district contains approximately fifteen percent (15%) of the total road mileage in the state highway system. MoDOT employs approximately 5,100 full-time employees. About eighty percent (80%) of those employees work in the seven (7) districts with the remainder working in the various divisions within the Central Office facility.

3.3. Contract Period

The Contract Period for the performance of the services described in this RFP is from December 1, 2022 through the November 30, 2023. The successful Offeror shall perform any and all the services listed herein as often as requested by MHTC for the entire duration of the Contract Period as defined herein at the Guaranteed-Not-To-Exceed Prices submitted by the successful Offeror in response to this RFP.

3.4. Renewal Period

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The contract shall not bind, not purport to bind, the MHTC for any contractual commitment in excess of the original contract period. The Commission shall have the right, at its sole option, to extend the contract for two (2) one-year periods, or any portion thereof. In the event that the

Commission exercises its options to extend the contract, such extension must be accomplished by a formal contract amendment approved and signed by representatives of the Contractor and

Commission, respectively, each of whom being duly authorized to execute the contract amendment on behalf of the Contractor and Commission, respectively.

3.5. Schedule of Events

Below is the schedule that will be followed. Unless otherwise specified, the time of day will be 7:30 a.m. to 4:00 p.m. Central Time. MHTC reserves the right at its sole discretion to expand this schedule, as deemed necessary, without any notification except for the deadline date for submitting a proposal.

3.5.1. July 18, 2022 - Issuance of RFP

3.5.2 July 26, 2022 - Deadline for Offerors to submit written questions and requests for clarification to the RFP Buyer of Record, Lori Tackett.

3.5.3. July 29, 2022 - Issuance of Amendment with resolution to any questions submitted.

3.5.4. August 15, 2022 @ 2:00 PM, Central Time - Deadline for submission of proposals and scheduled public reading of firm names of proposals received.

4. MODOT RFP SCOPE OF WORK AND SPECIFIC SERVICES

4.1 Scope of Work

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The successful Offeror agrees to provide to MHTC the following services:

Training Objectives: The Missouri Department of Transportation (MoDOT) is soliciting proposals from qualified training institutions, firms or consultants to provide basic supervisory training for new/relatively new supervisors in-person and virtual training, including (but not limited to) best practice management theory, terminology and principle. The course will be designed using best practice instructional design, including interactive and team-based learning, and evening assignments/homework to reinforce learning and build networking. The Offerors must be willing to include discussion about MoDOT’s values and tangible results as necessary.

MoDOT further expects the full training course to include the following fundamentals:

4.1.1. Effective Communication

4.1.1.1. Speaking – the ability to communicate clearly and express one’s self in groups and one-on

- one conversations.

4.1.1.2. Writing – the ability to communicate clearly and effectively using appropriate style, grammar and tone in formal and informal business documents.

4.1.1.3. Active Listening – the ability to demonstrate attention to and convey understanding of the comments and questions of others.

4.1.2. Interpersonal Skills – In this section, role play should be used to provide students with practical applications of the material they learn during the course.

4.1.2.1. Managing conflict – the ability to mediate disagreements and provide employees tools and resources to come to consensus and develop constructive solutions to problems

4.1.2.2. Exhibiting empathy – to accurately hear and understand the unspoken or partially expressed thoughts, feelings and concerns of others.

4.1.2.3. Negotiating – the ability to build consensus with others and accomplish goals.

4.1.2.4. Networking and demonstrating organizational awareness – the ability to identify and develop relationships with others possessing influence and resources inside and outside the organization.

4.1.2.5. Customer service- the ability to deliver outstanding customer service to our partners and the citizens of Missouri we serve.

4.1.3. Self-Management - the ability to work independently and manage projects with little supervision or oversight.

4.1.3.1. Working with integrity – the ability to behave in a professional, fair and ethical manner toward others and instill mutual trust and confidence.

4.1.3.2. Managing time – the ability to organize priorities to dedicate an appropriate amount of time to individual business activities and self.

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4.1.3.3. Adapting to changes – the ability to adjust to multiple demands, shifting priorities, unclear direction and rapid change.

4.1.3.4. Emotional Intelligence – the ability to understand, use, and manage emotions in positive ways to communicate effectively, empathize with others, overcome challenges, and resolve conflict.

4.1.3.5. Accountability, Diversity, Inclusion/Respect and Ethics.

4.1.4. Leadership – This section should include a leadership style assessment.

4.1.4.1. Coaching, developing and delegating – the ability to evaluate employees, provide performance feedback, empower and assist with career growth. This section should allow for internal MoDOT personnel to present specific MoDOT and policy-related information.

4.1.4.2. Influencing and leading - the ability to gain support, commitment and action of others to accomplish goals.

4.1.4.3. Building teamwork and collaborative efforts - the ability to build and maintain cooperative working relationships within a work group through open communication and collective problem solving.

4.1.4.4. Leading and championing change initiatives - the ability to pave the way for needed change and manage its implementation.

4.1.4.5. Motivating and Influencing employees - the ability to inspire, encourage and guide employees to achieve challenging goals or standards.

4.1.4.6. Encouraging Innovations- the ability to generate and support new insights and apply innovative approaches.

4.1.4.7. Safety Leadership – the ability to create, encourage and support a safe working environment and to promote a safety culture.

4.1.4.8. Transition from peer to boss; tips for a successful transition.

4.1.5. Project Management - The ability to lead a team to hit goals or complete deliverables within a set timeframe.

4.1.5.1. Awareness of Developing a work plan – the ability to develop work unit goals, strategies and action plans tied to the strategic plan and MoDOT’s tangible results.

4.1.5.2. Awareness of policy compliance issues - the ability to maintain a work unit in compliance with federal, state and department policies (e.g., equal employment opportunity, sexual harassment, workplace aggression, diversity and inclusion, safety, performance development, drug and alcohol awareness, etc.).

4.1.5.3. Managing projects - the ability to set schedules, identify necessary resources and potential barriers and coordinate the work of others to meet objectives.

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4.1.5.4. Applying MoDOT specific performance development process/tools - the ability to develop, document and evaluate individual performance plans that link the goals of the individual, work group and organization.

4.1.5.5. Using process improvement tools - the ability to define a process problem, analyze information, determine process capability, identify root causes, develop solutions and establish key performance measures.

4.1.5.6. Using support resources - (e.g. Contact your HR manager for help with personnel issues).

4.1.5.7. Taking risks and continuous improvement - the ability to generate and support new, bold insights and apply innovative approaches in a manner that promotes continuous learning and improvement of employees and the organization.

4.1.6. Additional Course specific requirement include:

4.1.6.1. MoDOT requires training to be provided for 3 consecutive days (afternoon of first day, full second day, and morning of the final day to allow for travel time). This training will have a maximum of 30 participants per session. This RFP will cover three sessions total within the contract period.

4.1.6.2. MoDOT, at its option, may periodically request one or more specific modules to be taught as a half-day or full-day class, independent of the entire course. These classes may have up to

30 attendees each.

4.1.6.3. The Offeror must have the capacity to deliver curriculum in-person and in a virtual environment while including a variety of learning techniques to maximize and encourage participation and retention of knowledge. It will be at the discretion of MHTC to decide how the training will be held.

4.2 Specific Services

The Offerors agree to perform specific services within the above stated scope of work to include, but not be limited to the following:

4.2.1. Specific Requirements: The Offeror will provide the RFP buyer of record a proposed work plan to meet the above training objectives adhering to the following specific requirements:

4.2.1.1. The proposal course plans are limited to ten (10) single spaced pages. The entire proposal must include the scope of work, pricing pages, experience pages, personnel pages and reference listing. Proposals should use a font size of no less than eleven (11).

4.2.1.2. The Offeror must be able to comply with the following proposed schedule of events upon award of contract:

4.2.1.2.1. The course completion dates planned no later than January 1, 2023.

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5. MODOT RFP REQUIRED ELEMENTS OF PROPOSAL AND

SUBMISSION

5.1. Required Elements of Proposal

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Each Offeror shall provide a cover letter signed by an authorized firm representative stating he/she has read and understands all of the terms and conditions of doing business with

MHTC in response to this request for proposal. The proposal must be divided into sections corresponding to the list of elements described below.

5.1.1. Experience, Expertise and Reliability - With regard to documenting its experience, expertise, and reliability in performing the requested services, the Offeror must provide information related to previous and current contractual relationships considered identical or similar in scope to the one anticipated to result between MHTC and the successful Offeror pursuant to this RFP. At a minimum, the following information must be provided:

5.1.1.1. Name, address, telephone number of contracting agency/entity, and a contact person who can verify all data submitted.

5.1.1.2. Contract dates.

5.1.1.3. A brief, written description of the specific services provided, methods used, and the results associated with the specific services provided.

5.1.1.4. List of any pending legal action(s) involving your firm that could directly or indirectly impact the services provided to MHTC.

5.1.1.5. Education.

5.1.1.6. A selection of salaried, contract, or extension projects or courses performed relating to management that demonstrates the Offerors expertise using best practices management training techniques.

5.1.1.7. Qualifications and Expertise of Key Personnel - Each Offeror must provide detailed information documenting the experience and qualifications of the key personnel who would be assigned to perform work under the Resulting Agreement between MHTC and the successful

Offeror entered into pursuant to this RFP. Acceptable information shall include, but not be limited to, resumes detailing education, qualifications, previous work assignments, training, continuing education, certifications, etc. A work assignment organizational chart should be included in this section. Staff may be changed if those personnel leave the organization, are promoted or are assigned to another office. These personnel may also be changed for other reasons at the discretion of the Offeror provided that replacements have substantially the same or better qualifications or experience. However, in all cases, MHTC retains the right to approve or reject replacements.

5.1.2. Proposed Method of Performance - Each Offeror must present a written narrative demonstrating the method and/or manner in which it proposes to satisfy the requirements of this

RFP. The language of the narrative shall be straightforward and limited to facts, solutions to the problems, and plans of proposed action as well as the timeline for completion of proposed action.

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5.1.2.1. By reading the proposal, MHTC must be able to gain a comfortable grasp of the services to be provided and the methods proposed by the Offeror to provide them. Expected development and outlay of course is understood and expressed clearly in the response. The proposed approach to training appears feasible and meets the stated requirements and subject areas. A detailed explanation should be included to understand how the services comply with the requirements of this RFP.

5.1.2.2. In order to show feasibility, a timetable setting forth appropriate milestones shall be included in Offeror's proposal, with sufficient detail explaining how Offeror will meet those timelines/milestones.

5.1.3. Proposed Fee - The Offerors must complete Exhibit 1, Pricing Page.

5.1.4. References - Provide all references for which the Offeror firm provided services which are similar in nature to the services requested in this proposal over the past three (3) calendar years.

MHTC reserves the right to determine which references to call and whether or not to call all references for all Offerors. The reference list should include:

5.1.4.1. The reference firm name, address, telephone number, and fax number.

5.1.4.2. List of reference firm owners names and addresses.

5.1.4.3. A brief description of services provided and location of work performed.

5.1.4.4. Dates of contract and/or performance of service.

5.1.4.5. A contact person familiar with the services provided including their name, address, email address and telephone number.

5.1.5. The proposals will be evaluated based on the adequacy of the Offerors response in addressing each of the Required Elements of the Proposal listed above as well as any other evaluation methods referenced in this RFP.

5.2. Submission of Proposals

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5.2.1. Electronic Proposal Format - If a registered vendor is responding electronically through the

MissouriBUYS System website, in addition to completing the on-line pricing, the registered vendor should submit completed exhibits, forms, and other information concerning the proposal as an attachment to the electronic proposal. The registered vendor is instructed to review the RFP submission provisions carefully to ensure they are providing all required pricing, including applicable renewal pricing. Instructions on how a registered vendor responds to a bid on-line are available on the MissouriBUYS System website at: https://missouribuys.mo.gov/bidboard.html.

In the event that the vendor is an agency of state government or other such political subdivision which is prohibited by law or court decision from complying with certain provisions of an RFP, such vendor may submit a proposal which contains a list of statutory limitations and identification of those prohibitive clauses. The vendor should include a complete list of statutory references and citations for each provision of the RFP, which is affected by this paragraph. The statutory limitations and prohibitive clauses may (1) be requested to be clarified in writing or (2) be accepted without further clarification if the statutory limitations and prohibitive clauses are deemed acceptable. If MHTC determines clarification of the statutory limitations and prohibitive clauses is necessary, the clarification will be conducted in order to agree to language that reflects the intent and compliance of such law and/or court order and the RFP.

5.2.1.1. The exhibits, forms, and Pricing Page(s) provided herein can be saved into a word processing document, completed by a registered vendor, and then sent as an attachment to the electronic submission. Other information requested or required may be sent as an attachment.

Additional instructions for submitting electronic attachments are on the MissouriBUYS System website. Be sure to include the solicitation/opportunity (OPP) number, company name, and a contact name on any electronic attachments. Electronic copies of the proposal and electronic attachments should be searchable.

5.2.1.2. In addition, a registered vendor may submit the exhibits, forms, Pricing Page(s), etc., through mail or courier service. However, any such submission must be received prior to the specified end date and time.

5.2.1.3. If a registered vendor submits an electronic and hard copy proposal response and if such responses are not identical, the vendor should explain which response is valid. MHTC will consider the response with the terms most favorable to MHTC.

5.2.2. Hard Copy Proposal Format - If the vendor is submitting a proposal via the mail or a courier service or is hand delivering the proposal, the vendor should include completed exhibits, forms, and other information concerning the proposal (including completed Pricing Page(s) with the proposal.

The vendor is instructed to review the RFP submission provisions carefully to ensure they are providing all required pricing, including applicable renewal pricing.

https://missouribuys.mo.gov/bidboard.html

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5.2.2.1. The proposal should be page numbered and the signed page one from the original RFP and all signed addendums should be placed at the beginning of the proposal.

5.2.2.2. The vendor should include one (1) original proposal. The front cover of the original proposal should be labeled original.

5.2.2.3. In addition, the vendor should include one (1) complete electronic copy of their proposal in

Microsoft compatible format on password protected flash drives. The electronic copy should be in a searchable format to facilitate the evaluation process. The vendor should be sure to provide the password so MoDOT can access the documents. The vendor should ensure all media is identical to the vendors hardcopy original proposal. In case of a discrepancy, the original hardcopy proposal document shall govern. Electronic copies of the proposal and electronic attachments should be searchable.

5.2.3. Signatures - Any form containing a signature line in this RFP and any amendments, pricing pages, etc., must be manually signed and returned as part of the proposal.

5.2.4. Pricing - The Offeror is required to specify the pricing associated with this RFP as a firm fixed price. The successful Offeror will be responsible for performing all services listed in this RFP at the prices submitted. MHTC will not be liable for any charges beyond those detailed in the proposal.

5.2.4.1. MHTC shall not make any payment to the successful Offeror in advance of the services rendered by the successful Offeror.

5.2.4.2. Each Offeror is responsible for its own expense in preparing, delivering or presenting a proposal, and for subsequent interviews or negotiations with MHTC, if any, as provided for in this

RFP.

5.2.5. Proposal Life - The Offerors must include a statement in the proposal that indicates the length of time during which MHTC may rely on all proposal commitments. All proposals made in response to this RFP and quoted pricing must remain in effect for a period of not less than 90 days after the date for proposal submission. Any proposal accepted by MHTC for the purpose of contract negotiations shall remain valid until superseded by a contract or until rejected by MHTC.

5.2.6. Submission of All Information Required - The Offerors must respond to this RFP by submitting all the information required herein for its proposal to be evaluated and considered for award. Failure to submit all the required information shall be deemed sufficient cause for disqualification of a proposal from consideration.

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5.2.7. Public Inspection - The Offerors are hereby advised that all proposals and the information contained in or related thereto are subject to Missouri Open Records Act and after contract award and execution of the Resulting Agreement shall be open to public inspection and may be viewed and copied by any member of the public; therefore, MHTC does not assume any responsibility whatsoever in the event that such information is used or copied by individual persons or organizations.

5.2.7.1. The Offerors claiming a statutory exception to the Missouri Open Records Act must clearly identify any confidential documents. The Offeror must also specify which statutory exception provision applies. MHTC reserves the right to make determinations of confidentiality. If MHTC does not agree that the information designated is confidential under one of the disclosure exceptions to the Missouri Open Records Act, it may either reject the proposal or discuss its interpretation of the allowable exceptions with the Offeror. If agreement can be reached, the proposal will be considered. If agreement cannot be reached, MHTC will remove the proposal from consideration for award and return the proposal to the Offeror.

5.2.7.2. MHTC will not consider prices to be confidential information.

5.2.7.3. The Offeror must submit its proposal based on the conditions contained in this paragraph without reservations.

5.2.8. Clarification of Requirements - It shall be the Offerors responsibility to ask questions, request changes or clarification, or otherwise advise MHTC/MoDOT if any language, specifications or requirements of the RFP appear to be ambiguous, contradictory, and/or arbitrary, or appear to inadvertently restrict or limit the requirements stated in the RFP to a single source.

5.2.8.1. Any and all communication from Offerors regarding specifications, requirements, competitive proposal, etc., must be directed to the RFP Contact listed herein, unless the RFP specifically refers the Offerors to another contact. Such communication shall be received by the date noted in the Schedule of Events.

5.2.8.2. Every attempt will be made to ensure that the Offeror receives an adequate and prompt response. However, in order to maintain a fair and equitable proposal process, all Offerors will be advised, via the issuance of an addendum to the RFP, of any relevant or pertinent information related to the procurement. Therefore, Offerors are advised that unless specified elsewhere in the

RFP, any questions received after the listed date may not be answered.

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5.2.9. After an initial screening of the written proposals, any, or all of the Offerors submitting a proposal in response to this RFP may be required to give an oral presentation of their proposal.

Additional technical information may be requested for clarification purposes, but in no way to change the original written proposal submitted. MHTC reserves the right, in its sole discretion, to decide to conduct interviews with any or all of the Offerors. MHTC reserves the right, in its sole discretion, to determine the interview method, format and location. If an interview is conducted, it is preferred that the interviewed Offeror's personnel to be assigned to the work, as well as key representatives, be present at and participate in the interview.

5.2.10. Official Position of MHTC - The Offerors are cautioned that the only official position of the

MHTC and MoDOT is that which is issued by MHTC in the RFP or an amendment thereto. No other means of communication, whether oral or written, shall be construed as a formal or official response or statement.

6. MODOT RFP EVALUATION FACTORS AND PROCESS

6.1. Evaluation Factors

The following factors shall be considered in the evaluation of the proposals:

6.1.1. Evaluation Criteria - Any agreement for services Resulting from this RFP shall be awarded to the Offeror providing the best proposal to MHTC. This may be a Multiple Award RFP. After determining responsiveness, proposals will be evaluated in accordance with the following criteria and maximum points per each criterion:

6.1.1.1. Experience, Expertise and Reliability - 40 Maximum Points

6.1.1.2. Proposed Method of Performance - 45 Maximum Points

6.1.1.3. Proposed Fee - 15 Maximum Points

6.1.1.3.1. The evaluation of cost will be conducted using a scale of fifteen (15) possible points and the following formula:

Lowest Offeror's Price / Compared Offeror's Price x 15 points = Cost Points

6.1.2. Historic Information - MHTC reserves the right to consider historic information and facts, whether gained from the Offeror's proposal, presentations or interviews as applicable, references, or other sources, including but not limited to the listed subcontractors, in the evaluation process.

6.1.3. Responsibility to Submit Information - Each Offeror is cautioned that it is the Offeror's sole responsibility to submit information related to the evaluation criteria and MHTC is under no obligation to solicit such information if it is not included with the Offeror's proposal. Failure of the

Offeror to submit such information may cause an adverse impact on the evaluation of the Offeror's proposal.

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6.2. Proposal Review/ Evaluation

MHTC will select a group of individuals to comprise the proposal review team. MHTC may, in its sole discretion, form a subgroup of the proposal review team, consisting of one or more team members, to comprise a separate proposal evaluation team that would be responsible for evaluating proposals with regard to compliance with RFP requirements. All evaluation team members will use the evaluation criteria stated above and present the evaluations to the review team for further action in the proposal evaluation and contract award process. If MHTC opts to not create a separate subgroup proposal evaluation team, the proposal review team shall also act as the proposal evaluation team.

7. MODOT RFP TERMS AND CONDITIONS

7.1. Agreement Components

The Resulting Agreement between MHTC and the successful Offeror shall incorporate by reference as its components the following: the RFP and any written amendments thereto and the proposal submitted by the successful Offeror in response to the RFP. In case of a conflict between or inconsistency in the terms contained in the RFP and the proposal submitted by the Offeror in response to the RFP, the terms of the

RFP shall govern. In the event of a conflict between or inconsistency in the terms of the RFP and the

Resulting Agreement, the terms of the Resulting Agreement shall govern. MHTC reserves the right, in its sole discretion, to clarify any relationship in writing and such written clarification shall govern in case of any conflict with or inconsistency in the applicable requirements stated in the RFP and the successful Offeror's proposal.

7.2. MHTC's Representative

The MoDOT's Human Resources Director is designated as MHTC's representative with authority to act on behalf of MHTC for the purpose of administering the Resulting Agreement. MHTC's representative may designate by written notice other persons having the authority to act on behalf of MHTC in furtherance of the performance of the Resulting Agreement. Each Offeror shall fully coordinate its activities with the designated representative and shall consult the MHTC representative regarding any problem arising out of the provision of the services to the MHTC pursuant to this RFP and the Resulting Agreement. As the work of the successful Offeror progresses, advice and information on matters covered by the Resulting Agreement shall be made available by the successful Offeror to the designated representative throughout the effective period of the Agreement. MHTC reserves the right to limit the authority of Buyer of Record and MHTC's representative provided herein as it deems necessary in its sole discretion at any time and from time to time throughout the duration of the RFP process and the Contract Period.

7.3. Assignment

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The successful Offeror shall not assign, transfer, or delegate any interest in the services to be provided under this RFP and the Resulting Agreement without the prior written consent of the MHTC representative.

The successful Offeror may at its own expense employ clerical or technical assistance in the performance of the services under this RFP and the Resulting Agreement, such clerical and technical assistance provider being as fully bound as the Offeror to all confidentiality and work product provisions of this RFP and the

Resulting Agreement.

7.4. Amendments

Any change in the Resulting Agreement, whether by modification or supplementation, must be accomplished by a formal contract amendment approved and signed by representatives of the successful Offeror and

Commission, respectively, each of whom being duly authorized to execute the contract amendment on behalf of the successful Offeror and Commission, respectively.

7.5. Disputes

Disputes Under the RFP and Resulting Agreement: The MHTC representative, as applicable, will decide all questions which may arise as to the quality, quantity, and acceptability of any Offeror's proposals submitted in response to this RFP, and of the services under this RFP and the Resulting Agreement performed by the successful Offeror and as to the…