TRE OEE Negotiations Training RFQ.pdf

Request for Quotes (RFQ) Office of the State Treasurer and Receiver General

Office of Economic Empowerment

Address: One Ashburton Place, 12th Floor, Boston, Massachusetts 02108

Telephone #: (617) 367-9333

Internet Address: http://www.commbuys.com

RFQ Bid Description: TRE OEE Negotiation Trainings RFQ

RFQ File Number: BD-23-1108-TREAN-ANF-86100

RFQ Contact Person: Elizabeth Morrocco, E-mail Address:

Elizabeth.f.morrocco@tre.state.ma.us

DESCRIPTION OF THE OFFICE OF ECONOMIC EMPOWEREMENT

The Commonwealth of Massachusetts Office of the State Treasurer and Receiver General (Treasury) is the state agency that manages and safeguards the state’s public deposits and investments through sound business practices for the exclusive benefits of Massachusetts citizens. The Office of Economic Empowerment (OEE) is a department within the Treasury tasked with offering free and accessible financial education, promoting wage equality, and creating a bright future for children across the state. OEE offers programs to all residents of Massachusetts at every stage of their lives, regardless of economic background.

The Office of Economic Empowerment, under the Office of the Treasurer and Receiver General, is searching for an organization which offers negotiation trainings for Massachusetts residents.

SCOPE OF SERVICES

The Office of Economic Empowerment is looking to offer virtual, hybrid, and/or in-person negotiation trainings which cover salary negotiation and other topics, such as negotiating household tasks and responsibilities, negotiating a lease agreement, etc. The purpose of these trainings is to empower individuals and equip them with the skills necessary to advocate for themselves in their financial circumstances.

These trainings may be conducted 5-10 times a year, with some trainings specifically tailored to OEE programs and their target audiences. These trainings should aim to be 1 to

1.5 hours long and will require a trained facilitator to lead instruction and potential discussion. In particular, the facilitator should have adequate accessibility and sensitivity training in order to meet the unique needs of Massachusetts residents. This includes, but is not limited to, providing useful information for non-salaried workers, contractual and freelance workers, non-professional workers, etc. These trainings should also provide resources and instruction in languages in addition to English (with a strong preference for Spanish).

The overall costs for this programming cannot exceed $10,000 annually. Ideally, we will continue to work with this partner for 4 years.

SPECIFICATIONS / MINIMUM QUALIFICATIONS

The vendor must:

Operate in Massachusetts Be able to offer either in-person or virtual trainings across the state of

Massachusetts.

Either already offer information, resources, and guidance in languages other than

English, or be willing to translate materials if selected.

Have either conducted sensitivity trainings with their staff (where staff may become equipped to facilitate discussions with individuals from marginalized communities or identities) or be willing to conduct sensitivity trainings for their staff if selected.

Have staff members proficient in languages in addition to English, with a strong preference for Spanish.

SUBMISSION CRITERIA

The vendor must answer the following questions and attach their response in a PDF:

1. Does your organization provide information/resources in languages other than English? If so, please list the languages and information/resources.

2. Does the organization have anyone on staff to provide negotiation trainings in languages other than English? If so, please list the languages provided by the organization.

3. Are staff members at this organization trained in facilitating discussions with members of marginalized communities and identities?

4. Is the language used in negotiation trainings inclusive of non-salaried, non-professional workers?

Please include in your response three (3) business references.

Please include a cost proposal as a separate .pdf with “Cost Proposal” in the title of the document.

EVALUATION CRITERIA

Bidders will be selected based on ability to provide the requested services and on “Best Value” which considers factors other than price, including, but not limited to, expertise, quality, and experience. Bidders may be asked to participate in virtual Oral Presentations after the initial review of submissions has been conducted. The Office of Economic Empowerment may select more than one organization to provide services if required to meet its needs.

ESTIMATED PROVISIONS

The winning bidder will be required to sign the Commonwealth Standard Contract Form and agree to the Commonwealth Terms and Conditions. Both documents are included in this COMMBUYS post. By submitting a proposal, your firm is confirming that it will sign the Standard Contract Form as required, without modification.

The resulting contract(s) will remain in effect until 2027.

The resulting contract(s) will not constitute a guarantee of work and no minimum contract value will be specified.

The Treasury reserves the right to modify the specifications, terms, and elements of the RFQ at anytime prior to the contract finalization.

All information submitted in response to this RFQ is subject to the Massachusetts Public Records Law, M.G.L. Chapter 66, Section 10, and Chapter 4, Section 7, Subsection 26.

PROPOSAL SUBMISSION

Proposals should be submitted via COMMBUYS no later than 4pm on Friday, April 7, 2023. Cost proposals may be submitted in the same submission but must be provided as a separate .pdf document.

All questions regarding this RFQ must be directed to the Treasury’s Procurement Manager:

Elizabeth Morrocco Associate General Counsel

Procurement Manager Elizabeth.f.morrocco@tre.state.ma.us

617-367-9333 x207