Learning & Development and Organizational Development Services

The City of Anaheim ("Anaheim") Public Utilities Department ("APU") issues this Request for Proposals ("RFP") to solicit competitive proposals for Learning & Development Services and for Organizational Development & Coaching Services.

Selected Providers will enter into services agreement(s) which prequalify the Providers to provide as-need services including those described in Section 3.1 – Scope of Services below.

Anaheim Public Utilities ("APU") is soliciting proposals to establish a list of interested and qualified contractors to provide learning, organizational development, and coaching services on an as-needed basis. This RFP has two Categories: (1) Learning & Development Services (design, develop, and facilitate courses); and (2) Organizational Development & Coaching Services (onboarding and transition coaching, executive coaching, organizational development consultation, and intervention facilitation).

Category 1 – Learning & Development Services

APU seeks to establish a list of contractors/providers (prequalified consultants) to perform instructional design and learning facilitation services, on an as-needed basis.

• Design and develop original training programs, as requested by APU, for leadership and professional development of the APU workforce.
• Facilitate courses designed and developed by the Provider.
• Manage projects related to Learning & Development programs designed and developed by the Provider.

The following services are subject to the APU Project Manager's approval:

• Draft/Final Course Outline (including learning objectives)
• Draft/Final Instructional Aids (e.g., PowerPoint, material handouts, etc.)
• Draft/Final Learning Environment Materials
• Draft/Final Participant Guide
• Draft/Final Facilitator Guide
• Draft/Final Level 1, 2, and 3 evaluations, as applicable
• Draft/Final Post-course transfer of learning reinforcement plan and materials

Category 2 – Organizational Development & Coaching Services

APU seeks to establish a list of Providers to perform organizational development consulting and coaching services on an as-needed basis.

Category 2A – Organizational Development Services

The need for organizational development services covers a wide range of assignments such as:

• Organizational change management
• Leadership effectiveness
• Team development
• Strategic planning
• Group facilitation
• Process design
• Coaching: executive, leaders, onboarding, transition, and team
• Organizational design
• Program design
• Assessment design and analysis: organizational, team, and individual

The deliverables will vary depending on the scope of the specific engagement.

Category 2B – Coaching Services

• Create a development coaching plan that identifies the tools and methods to be utilized to assess the individual or the team's strengths, needs, knowledge, skills, and abilities.
• Develop an estimated time frame for evaluating knowledge, skills, and abilities.
• Identify the knowledge, skills, and abilities of each manager or team.
• Identify the needs to be addressed.
• Conduct individual or team coaching sessions to address the identified needs.
• Supply outcome reports, analysis, and customer experience feedback to the Project Manager.

A prospective respondent must register with OpenGov and electronically submit a single proposal, including any supporting uploads, via Anaheim's E-procurement Portal ("Portal") at the below URL address: https://procurement.opengov.com/portal/anaheim

Anaheim will not accept or consider hardcopy submittals.

Proposals will be scored on: qualifications, expertise, and availability of key personnel (30%); experience and past performance (25%); proposed approach, methodology, or work plan (20%); overall costs (15%); and compliance with RFP requirements (10%).

The term of this Agreement is for a period of five (5) years, with up to two (2) additional one-year extensions.

Anaheim seeks an Agreement with an initial term of three (3) years, with the option for up to two (2) one-year extensions.

The insurance and indemnity provisions set forth in Section 10 and Section 11 of Anaheim's attached Pro Forma Professional Services Agreement must be included with few, if any, exceptions.