Executive Leadership Retreat Facilitation Services
Closed State & local contract opportunity
- Solicitation number
- CM-0205
- State
- California
- Responses due
Opportunity facts
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- Point of contact
-
- Emeline Nguyen enguyen@santacruzca.gov (831) 420-5017
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
The City of Santa Cruz, California, located in Santa Cruz County and involving San Francisco City, is seeking professional services for an Executive Leadership Retreat Facilitation through Request for Proposal (RFP) No. CM-0205. The primary objective is to host a one-day offsite workshop for the city's executive leadership team, focusing on building departmental cohesion, fostering trust, and aligning departmental goals with the city's strategic plan. Key deliverables include developing tools and strategies for operationalizing organizational goals and creating a shared vision. The evaluation process will comprehensively assess proposals across six criteria: RFP requirements adherence (5 points), firm background (5 points), firm qualifications (20 points), team qualifications (25 points), technical approach and work plan (30 points), and cost proposal (10 points). Proposers must submit detailed information electronically through the OpenGov Procurement portal by March 28, 2025, at 4:00 pm, with preliminary questions due by March 19, 2025. Vendors are required to provide extensive documentation including firm and team experience, references, technical approach, work plan, and a separate cost proposal detailing hourly rates and potential project expenses.
The RFP does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. The city reserves the right to check references, assess past performance, and potentially extend contract pricing to other public agencies with the successful bidder's agreement. While no incumbent vendors are specifically identified, the procurement appears to be for a one-time contract for facilitation services. The RFP suggests the city aims to establish an on-call list for professional services to reduce staff time and expedite project delivery, potentially creating future opportunities for the selected vendor. Although a precise budget range is not specified, the comprehensive evaluation process and detailed requirements indicate a professional-level engagement. The city's approach emphasizes creating economies of scale and efficiency in procuring specialized consulting services, with a focus on strategic organizational development and leadership alignment.
Opportunity text
The City occasionally needs to hire consultants to provide professional services when the workload exceeds the capacity of City staff or when specialized expertise is required for specific projects. In the past, the City has sought and processed Requests for Proposals (RFPs) and Requests for Qualifications (RFQs) on an individual project basis to support various initiatives. By establishing on-call lists for professional services, the City can reduce staff time and speed up project delivery, as it avoids repeated solicitations for qualifications and proposal reviews. This approach leads to cost savings due to economies of scale and significant time savings.
The City Manager's Office (CMO) is seeking professional services to host an Executive Leadership retreat. The primary objective of this retreat is to build cohesion among various departments, foster trust across the organization's leadership, and create clarity around aligning departmental goals with the City's strategic plan. The retreat will also focus on tools and strategies for operationalizing these goals with an emphasis on a shared vision that the team can revisit throughout the years. A more detailed description of the services and general needs can be found in the Preliminary Scope of Services.
Files
| File | Type | Posted |
|---|---|---|
| RFP_No._CM-0205_(POST).pdf | ||
| RFP_No._CM-0205_(POST).pdf | ||
| RFP_No._CM-0205_(POST).pdf |
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