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HomeMy WebLinkAbout113-18 RESOLUTION113 West Mountain Street Fayetteville, AR 72701 (479) 575-8323 Resolution: 113-18 File Number: 2018-0216 RFP #18-03 AHNIMISHA CONSULTING, LLC: A RESOLUTION TO AWARD RFP #18-03 AND AUTHORIZE A ONE YEAR CONTRACT WITH AHNIMISHA CONSULTING, LLC FOR ORGANIZATIONAL DEVELOPMENT CONSULTING SERVICES AS NEEDED WITH AN OPTION TO RENEW FOR UP TO FOUR (4) ADDITIONAL ONE YEAR TERMS BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1: That the City Council of the City of Fayetteville, Arkansas hereby awards RFP #18-03 and authorizes a one year contract with Ahnimisha Consulting, LLC for organizational development consulting services as needed with an option to renew for up to four (4) additional one year terms for the fees set forth in Appendix A to the contract. PASSED and APPROVED on 5/15/2018 Attest: V &'YL& Sondra E. Smith, City Clerk Treasurppimr:►r►r► .\IY o,c-' CID !�✓���y� kMA�°�°..�~rte i►E+ii i tai Page 1 Printed on 5116118 City of Fayetteville, Arkansas 113 West Mountain Street v- Fayetteville, AR 72701 . i (479) 575-8323 Text File File Number: 2018-0216 Agenda Date: 5/15/2018 Version: 1 Status: Passed In Control: City Council Meeting File Type: Resolution Agenda Number: A. 4 RFP #18-03 AHNIMISHA CONSULTING, LLC: A RESOLUTION TO AWARD RFP #18-03 AND AUTHORIZE A ONE YEAR CONTRACT WITH AHNIMISHA CONSULTING, LLC FOR ORGANIZATIONAL DEVELOPMENT CONSULTING SERVICES AS NEEDED WITH AN OPTION TO RENEW FOR UP TO FOUR (4) ADDITIONAL ONE YEAR TERMS BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1: That the City Council of the City of Fayetteville, Arkansas hereby awards RFP 918-03 and authorizes a one year contract with Ahnimisha Consulting, LLC for organizational development consulting services as needed with an option to renew for up to four (4) additional one year terms for the fees set forth in Appendix A to the contract. City of Fayetteville, Arkansas Paye 1 Printed on 511612018 City of Fayetteville Staff Review Form 2018-0216 Legistar File ID 5/15/2018 City Council Meeting Date - Agenda Item Only N/A for Non -Agenda Item Brenda Reed 4/26/2018 HUMAN RESOURCES (120) Submitted By Submitted Date Division / Department Action Recommendation: Staff recommends approval of a one year contract with four automatic renewal options with Ahnimisha Consulting, I LLC as one of two primary providers for Organizational Development consulting as needed. Budget Impact: Various Account Number Various Fund Various Project Number Project Title Budgeted Item? Yes Current Budget Funds Obligated Current Balance $ Does item have a cost? Yes Item Cost $ Budget Adjustment Attached? No Budget Adjustment Remaining Budget $ Previous Ordinance or Resolution # Original Contract Number: Comments: Approval Date: V20180209 CITY OF FAYETTEVILLE ARKANSAS MEETING OF MAY 15, 2018 TO: Mayor and City Council THRU: Don Marr, Chief of Staff FROM: Brenda Reed, HR Director DATE: April 26, 2018 CITY COUNCIL MEMO SUBJECT: Approval of a Contract with Ahnimisha Consulting, LLC — Organizational Development Consulting Services RECOMMENDATION: Staff recommends approval of a one-year contract with four automatic renewal options with Ahnimisha Consulting, LLC as one of two primary providers for organizational development consultino as needed. Since organizational development encompasses such a broad scone. utilizing more than one vendor will provide the City with the added value of having access to a wide range of subject matter experts in organizational development. BACKGROUND: In January 2018, the City published a Request for Proposal (RFP) for Organizational Development Consulting Services. Nine vendors responded to the RFP. The Organizational Consulting Services Committee interviewed three vendors and chose two preferred vendors. DISCUSSION: The City desires to utilize organizational development consulting services to support strategic and cultural alignment for short and long-term assignments across multiple departments. By engaging with organizational development consultants, the City will be able to develop a talent management philosophy supported by a forward -thinking workplace to deliver optimal services to the citizens of Fayetteville. Structural and cultural alignment strategies will optimize: • Infrastructure — Processes and Systems • Custorner Service • Integrated Measurements • Change Management • Engagement Practices The outcomes will address such needs as talent acquisition and workforce planning, and provide pathways for growth and career enrichment, which will support development and job satisfaction. BUDGET/STAFF IMPACT: The 2018 budget has funding allocated for travel and training across departments. Mailing Address: 113 W. Mountain Street www.fayetteville-ar.gov Fayetteville, AR 72701 Aft CITY OF FAYETTEVILLE ARKANSAS City of Fayetteville RFP 18-03, Organizational Development Consultant Contract — Between City of Fayetteville, AR and Ahnimisha Consulting, LLC Renewable Terms: One (1) year with four (4) renewals This contract executed this �ay of M 2018, between the City of Fayetteville, Arkansas (City), of 113 W. Mountain, Fayetteville, AR 72701 and Ahnimishi Consulting, LLC (Ahnimisha) of 17 Ila Lane, Bella Vista, AR 72714, in consideration of the mutual covenants contained herein, the parties agree as follows: The Contract documents which comprise the contract between the City of Fayetteville and Ahnimisha consist of this Contract and the following documents attached hereto, and made a part hereof: a. Appendix A: Scope of Work & Fees b. Appendix B: Solicitation identified as RFP 18-03, Organizational Development Consultant c. Appendix C: Ahnimisha RFP response 2. These Contract documents constitute the entire agreement between the City of Fayetteville and Ahnimisha and may be modified only by a duly executed written instrument signed by the City of Fayetteville and Ahnimisha. 3. Ahnimisha shall not assign its duties under the terms of this agreement without prior written consent of the City. 4. Ahnimisha agrees to hold the City of Fayetteville harmless and indemnify the City of Fayetteville, against any and all claims for property damage, personal injury or death, arising from Ahnimisha performance of this contract. This clause shall not in any form or manner be construed to waive that tort immunity set forth under Arkansas Law. 5. Ahnimisha shall furnish a certificate of insurance addressed to the City of Fayetteville within ten (10) calendar days after contract finalization, presenting insurance which shall be maintained throughout the term of the Contract. Any work sublet, Ahnimisha shall require the subcontractor similarly to provide insurance. In case any employee engaged in work on the project under this contract is not protected under Worker's Compensation Insurance, Ahnimisha shall provide and shall cause each Subcontractor to provide adequate employer's liability insurance for the protection of such of his employees as are not otherwise protected. Worker's Compensation coverage shall be applicable with state law. 6. Ahnimisha shall furnish proof of licensure as required by all local and state agencies. Payments: a. Payments will be made after approval and acceptance of work, delivery, and submission of invoice. b. Payments will be made 30 calendar days after acceptance of invoice and prefers electronic delivery of invoices. 8. Terms: This contract shall be effective for one (1) year from date approved by City Council and shall be renewable for up to an additional four (4) one-year terms for a possible contract term of five (5) years. This contract may be terminated by the City of Fayetteville or Ahnimisha with 30 days written notice. The intent of this contract is for Ahnimisha to provide professional services on an as needed basis as budget appropriations allow to the City. The City makes no guarantee for a minimum amount,of work. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Contract: Ahnimisha Consulting, LLC Page 1 of 3 9. Travel Expenses: Travel expenses associated with performance of this work shall be considered for reimbursement subject to the following conditions: a. All travel expenses are pre -approved by the City b. All expenses are in accordance with the City's most recent travel policy c. Travel expenses are not excessive in nature d. Travel expenses are of the most economical means of travel available (such as: economy class airline tickets, small compact automobiles, shuttles with available, etc.) e. City approved per diem rates for meals f. Travel expenses are not reimbursable for consultants with an office located within 50 miles of 113 W. Mountain, Fayetteville, AR 72701. 10. Liquidated Damages: N/A 11. Independent Contractor: Ahnimisha is an independent contractor of the City and shall maintain complete responsibility for applicable state or federal law on unemployment insurance, withholding taxes, social security, or other industrial, labor or discrimination law for its employees. Ahnimisha is responsible for its agents, methods and operations. 12. Notices: Any notice required to be given under this Agreement to either party to the other shall be sufficient if addressed and mailed, certified mail, postage paid, delivery, e-mail or fax (receipt confirmed), or overnight courier. s. .,'_ __t_ _f _i,. Ari• r:a, -,L r- „++-. ;II._ .,, ,J ,J .. +� (. ,J ,l��l.. .-F..+ contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the contractor will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. 25- 19-101 et. Seq.). Only legally authorized photo coping costs pursuant to the FOIA may be assessed for this compliance. 14. Chanes in Scope or Price: Changes, modifications, or amendments in scope, price or fees to this contract shall not be allowed without a prior formal contract amendment approved by the Mayor and the City Council in advance of the change in scope, cost or fees. No modification of this contract shall be binding unless made in writing and executed by both parties. 15. Applicable Law: This Agreement shall be governed by and construed in accord with the laws of the State of Arkansas. Venue for all legal disputes shall be Washington County, Arkansas. 16. Contract Administration: The Mayor or his/her Designated Representative shall be the Contract Administrator for this contract. Ahnimisha's Principal or his/her Designated Representative shall be the primary contact for all matters pertaining to this contract. 17. professional Responsibility: Ahnimisha shall exercise reasonable skill, care, and diligence in the performance of services and will carry out its responsibilities in accordance with customarily accepted professional practices. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Contract: Ahnimisha Consulting, LLC Page 2 of 3 18. Permits & Licenses: Ahnimisha shall secure and maintain any and all permits and licenses required to complete this Contract. 19, Debarment Certification: Ahnimisha hereby provides debarment/suspension certification indicating compliance with the below Federal Executive Order. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Ahnimisha hereby attests its principal is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. WITNESS OUR HANDS 1 FIQ DAY OF U & 2 AHNIMIW CON ULTING LC By: () )L �� Signature Abby -G —Esaster, Manage Principal Printed Name & Title ATTEST (Signature) Company Secretary (Printed Name) Business Address 17 Ila Lane Bella Vista, AR 79714 City, State & Zip Code Date Signed: A rip 1252018 City of Fayetteville, AR RFP 1.8-03, Organizational Development Consultant Contract: Ahnimisha Consulting, LLC Page 3 of 3 La" "r, ATTEST: (Signature) `1��ktitl R�A�r''►r�r Sondra E. Smith, City CleQ . , OF RK ANN 0 NN '6111111110% Date Signed: " 14 aZd /9 Aft CITY OF FAYETTEVI L.E ARKANSAS RFP 18-03, ORGANIZATIONAL DEVELOPMENT CONSULTANT APPENDIX A -SCOPE OF WORK & PRICING VENDOR: AHNIMISHA CONSULTING, LLC 1. Objectives: a. Define the Strategy, wrap it into the Processes, and Implement the changes necessary to proactively manage the.City's human talent in a forward -thinking environment. With Leadership Alignment on the overarching talent strategy, and process adjustments that support and perpetuate the talent philosophy, the City of Fayetteville shall be positioned to Attract, Retain, Motivate, and Develop a fair share of the talent resources available. 2. Scope of Work & Deliverables: a. Ongoing services available: Ahnimisha Consulting shall provide services on an as -needed on-call basis to the City of Fayetteville as desired through the term of the contract. i. Upon services requested, a detailed scope shall be provided to Ahnimisha Consulting from the City. Ahnimisha Consulting shall provide the City with a quote based upon hourly r?tP nrncPntPri in thic rnntrnrt ii. The City makes no guarantee for an amount of work to be completed under this contract and Ahnimisha Consulting understands services requested depend on budget availability. b. Additional details of Scope of work are referenced in Appendix C. c. Strategies and Processes (Step 1 may be completed independent of Steps 2 and 3) i. Step 1— Define the Talent Management Strategy: This step shall create the foundation for how the City of Fayetteville will view, mentor, and manage the human resources who serve its citizens. From the Philosophy, which lays the groundwork for consistency in how the City manages talent relative to Performance, Behaviors, Differentiation (investment in specific employees), Transparency (career conversations), and Accountability (management's engagement in employee development), to Employee Expectations, and Management Practices; this step of the proposed solution shall create clarity about the rules and practices all management will consistently follow in their interactions with and expectations of all employees. (This step is further defined in Appendix Q 1. Philosophy: Views, mentors, and manage the human resources who serve he citizens 2. Employee Expectations: behaviors, leadership accountabilities, performance expectations, leadership development 3. Management Practices: guiding principles for hiring, developing, promoting, motivating and retaining employees ii. Step 2 — Define Processes: identify process data flow, resources and organization structure to achieve desired outcomes. Step 2 is a 2 -Part process which includes Strategies and Processes for the process scope listed in the RFP (Part 1), and Scope -Specific Solutions commonly delivered by Ahnimisha (Part 2). Ahnimisha shall assume a Provider Role on the talent management scope areas that are a core competency and a Consultative Role on the areas that are not within core competency. (This step is further defined in Appendix Q. 1. Desired State: the process flow which best supports the strategy and desired outcomes envisioned by the Talent Management Strategy City of Fayetteville, AR RFP 18-03, Appendix A — Scope of Work and Fees — Ahnimisha Consulting, LLC Page 1 of 4 2. Best Practices: industry practices specific to the talent area and industry that are proven effective in achieving desired outcomes 3. Metrics: qualitative and/or quantitative measures of process effectiveness in achieving desired outcomes iii. Step 3 — Implement Processes: Changes and adjustments shall align with and support the Talent Management Team. When deliberately incorporated into the strategies and processes of talent - related activities (programs, policies, and practices), the City's Talent Management Strategy becomes tangible. For the strategy to be Institutionalized and the benefits realized in the normal course of business, however, the newly developed strategies and processes must be implemented. This will require a focused effort starting with an Impact/Gap Analysis and including Project Planning and Management and Employee Communication activities. (This step is further defined in Appendix C). 1. Impact/Gap Analysis: compare current processes with desired state to determine process adjustments and changes 2; Project Planning: Identify project timeline and resources with milestones, priorities and reporting requirements 3. Roil Out: operationalize new processes with supporting tools, technology and resources d. Succession Planning by Department e. Training and Development Workshops f. Employee Opinion Baseline Project g. General Consulting h. Diagram City of Fayetteville, RFP; 18-03 Talent Management Scope Strategies and Processes Provide Consult Sourcing Recruiting ✓ Onboarding _ ✓ Development: Customer Service Training ✓ Development: Workforce Development Training Engagement ✓ ✓ Retention ✓ ✓ Next Generation Leadership ✓ ✓ Cultural integration v' Quality Process Improvement: Lean Government Assessment ✓ Quality Process Improvement: Process Improvement Training ✓ 3. Pricing & Hourly Rates: City of Fayetteville, AR RFP 18-03, Appendix A — Scope of Work and Fees—Ahnimisha Consulting, LLC Page 2 of 4 1. Strategies and Processes— Best and final pricing is presented below for the work associated with the development and implementation of a talent management philosophy and strategy. Pricing is broken down by the Steps described in the Approach and Methodology. Best and Final Pricing: Step 1: Define Strategy $12,000 Step 2: Define Processes $12,000 Step 3: Implement Processes $16,000 Total $ 40,000 Note: Step 1 may be completed independent of Steps 2 and 3 2. Succession Planning by Department— Pricing for the succession planning process is structured to address each department's individual needs. The work is staged in four distinct phases and is planned with each department head to consider the specificskilis and priorities of their individual organization. This planning process translates to a base number of work hours for each department, regardless of size, riven this, pricing is calculated on the number of leadership positions and includes a base price is offered to accommodate smaller departments. Best and Final Pricing: Small Departments (A or fewer leadership positlons) $ 5,500 Bose price All other departments (base price plus per leader rate) $ 1,200 perleoder 3. Training and Development Workshops—Tailored to the organization and department, workshops are either 2 or 4 hours in duration. Element= of the workshop may include personal awareness, subject matter content, and practical application factual content is dictated by the specific needs and desired outcomes of the organization or individrlal di partnrentj. Best and Final Pricing: - Sirkman Method" Personality Assessment $ 120 per each MEPJT`m Profile $ 125 per each - MSC"' Assessment $ 25 per each Nate. Production cast of $25 rs included in assessment priceng Workshop Delivery time materials and tailored content for up to 20 participants) Taro -h our workshop $ 1,500 Four-hourwork5hop $ 2,500 Note:.Addrtionor workshop participants = assessmentpass-through (if appi cala)e f, plus S75 per each City of Fayetteville, AR RFP 18-03, Appendix A—Scope of Work and Fees —Ahnimisha Consulting, LLC Page 3 of 4 4. Employee Opinion Baseline Project -Pricing for the employee opinion survey project is based on the following elements and information presented on the Qys website: • Key Pricing Elements -o Number and type of survey questions n- Inclusion of and reporting on demographic data o Complexityof analysis (qualitative vs quantitative analytics) Client Information o 11 Major Business Units L , 22 Departments (Nate: to ensure confidentiality, we will not report separately on departments with 4 .or fewer employees) Best and Final Pricing: Total Organization (Maximum reports= SO) 15,000 Per, Major Business Unit IMaxImurn reports = 5) 1,800 per SU Note: Pricing assumes proposed resource (Ana Woods; wiff work remote 5. Con -salting Rate —Best and Final Pricing: Senior Resources 110+ years relevant experience) $ 125 per hour Junior Resources (Student intern level) $ 30 per hour Blended Rate (Junior resource with senior oversight) $ 80 per hour Note,, Junbr Resources currently planned to perform back-office tasks with lim;fed client -Racing work City of Fayetteville, AR RFP 18-03, Appendix A —Scope of Work and Fees — Ahni misha Consulting, LLC Page 4 of 4 CITY OF City of Fayetteville, Arkansas �� � � � � � � � � � Purchasing Division —Room 306 113 W. Mountain ARKANSAS Fayetteville, AR 72701 Phone: 479.575.8220 TDD (Telecommunication Device for the Deaf): 479.521.1316 REQUEST FOR PROPOSAL: RFP 18-03, Organizational Development Consultant DEADLINE: Wednesday, February 07, 2018 before 2:00:00 PM, local time RFP DELIVERY LOCATION: Room 306 —113 W. Mountain, Fayetteville, AR 72701 PURCHASING AGENT: Les McGaugh, Imc au h fa etteville-ar. ov DATE OF ISSUE AND ADVERTISEMENT: Tuesday, January 02 & January 09, 2018 REQUEST FOR PROPOSAL RFP 18-03, Organizational Development Consultant i- tI I.__ - - i nrn 6 II 4 I- ;++ A ---1-,4 I 1-,h. 1I 4 ,I+h +k- ,-i-,+ number and name as well as the name and address of the firm. All proposals shall be submitted in accordance with the attached City of Fayetteville specifications and bid documents attached hereto. Each Proposer is required to fill in every blank and shall supply all information requested; failure to do so may be used as basis of rejection. Any bid, proposal, or statements of qualification will be rejected that violates or conflicts with state, local, or federal laws, ordinances, or policies. The undersigned hereby offers to furnish & deliver the articles or services as specified, at the prices & terms stated herein, and in strict accordance with the specifications and general conditions of submitting, all of which are made a part of this offer. This offer is not subject to withdrawal unless upon mutual written agreement by the Proposer/Bidder and City Purchasing Agent. Name of Firm: Contact Person: E -Mail: Business Address: City: Signature: City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 1 of 22 State: Title: Phone: Date: Zip: City of Fayetteville RFP 18-03, Organizational Development Consultant Advertisement City of Fayetteville, AR Request for Proposal RFP 18-03, Organizational Development Consultant The City of Fayetteville, Arkansas is requesting proposals from qualified consulting firms to provide organizational development consulting services. To be considered, sealed proposals shall be received at the City Administration Building, City Hall, Purchasing — Room 306, 113 West Mountain, Fayetteville, Arkansas, by Wednesday, February 07, 2018 before 2:00;_00 PM, local time. No late submittals shall be accepted. Project documents & addendums can be obtained by request from the City of Fayetteville via request from Les McGaugh, Purchasing Agent at Imcgaugh@favetteville-ar.gov or (479)575-8220. The invitation to bid, notice of and addenda issued will be made publically available at http:/Ifavetteville-ar.gov/bids. All questions regarding the process should be directed to Les McGaugh. Proposals submitted shall be qualified to do business and licensed in accordance with all applicable laws of the state and local governments where the project is located. Pursuant to Arkansas Code Annotated §22-9-203 The City of Fayetteville encourages all qualified small, minority and women business enterprises to bid on and receive contracts for goods, services, and construction. Also, City of Fayetteville encourages all general contractors to subcontract portions of their contract to qualified small, minority and women business enterprises. The City of Fayetteville reserves the right to reject any or all proposals and to waive irregularities therein and all Proposers shall agree that such rejection shall be without liability on the part of the City of Fayetteville for any damage or claim brought by any Proposer because of such rejections, nor shall the Proposers seek any recourse of any kind against the City of Fayetteville because of such rejections. The filing of any Proposal in response to this invitation shall constitute an agreement of the Proposer to these conditions. CITY OF FAYETTEVILLE, AR By: Les McGaugh Title: Purchasing Agent Ad date: 01/02/2018 and 01/09/2018 City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 2 of 22 City of Fayetteville RFP 18-03, Organizational Development Consultant Appendix SECTION: PAGE NUMBER Cover Page 01 Advertisement 02 SECTION A: General Terms & Conditions 04 SECTION B: Vendor References 14 SECTION C: Scope of Services and General Information 15 SECTION D: Submittal Signature 21 City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 3 of 22 City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION A: General Terms & Conditions 1. SUBMISSION OF A PROPOSAL SHALL INCLUDE:. Each proposal shall contain the following at a minimum. Proposer must also address detailed requirements as specified in the Scope of Work. a. A written narrative describing the method or manner in which the Proposer proposes to satisfy requirements of this RFP in the most cost-effective manner. b. A description of the Proposer's experience in providing the same or similar services as outlined in the RFP. This description should include the names of the person(s) who will provide the services, their qualifications, and the years of experience in performing this type of work. Also, include the reference information requested in this RFP. c. The complete fee and cost to the City for all services outlined in this RFP. Statement should be no more than twenty-five (25) pages; single sided, standard, readable, print on standard 8.5x11 papers, Proposers shall also submit a three (3) page (maximum) executive summary. The following items will not count toward the page limitations: appendix, cover sheet, 3 -page executive summary, resumes (resumes shall be no more than 1 page per person), and forms provided by the City for completion. All Proposers shall submit six -(6) identical sets of the proposal as well as one (1) electronic copy on a properly labeled CD or other electronic media device. The electronic copy submitted should be contained into one (1) file. The use of Adobe PDF documents is strongly recommended. Files contained on the CD or electronic media shall not be restricted against saving or printing. The electronic copy shall be identical to the original papers submitted inclusive of City forms for completion. Electronic copies shall not be submitted via e-mail to City employees by the Proposer. f. Proposals will be reviewed following the stated deadline, as shown on the cover sheet of this document, Only the names of Proposers will be available after the deadline until a contract has been awarded by the Fayetteville City Council. All interested parties understand proposal documents will not be available until after a valid contract has been executed. Proposers shall submit a proposal based on documentation published by the Fayetteville Purchasing Division. h: Proposals shall be enclosed in sealed envelopes or packages addressed to the City of Fayetteville, Purchasing Division, Room 306, 113 W. Mountain, Fayetteville, AR 72701. The name, address of the firm and Bid, RFP, or RFQ number shall be on the outside of the packaging as well as on any packages enclosed in shipping containers or boxes. Proposals must follow the format of the RFP. Proposers should structure their responses to follow the sequence of the RFP. Proposers shall have experience in work of the same or similar nature, and must provide references that will satisfy the City of Fayetteville. Proposer shall furnish a reference list of City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 4 of 22 clients for whom they have performed similar services and must provide information as requested in this document. Proposer is advised that exceptions to any of the terms contained in this RFP or the attached service agreement must be identified in its response to the RFP. Failure to do so may lead the City to declare any such term non-negotiable. Proposer's desire to take exception to a non- negotiable term will not disqualify it from consideration for award. Local time shall be defined as the time in Fayetteville, Arkansas on the due date of the deadline. Documents shall be received before the deadline time as shown by the atomic clock located in the Purchasing Division Office. 2. WRITTEN REQUESTS FOR INTERPRETATIONS OR CLARIFICATION: No oral interpretations will be made to any firms as to the meaning of specifications or any other contract documents. All questions pertaining to the terms and conditions or scope of work of this proposal must be sent in writing via e-mail to the Purchasing Department. Responses to questions may be handled as an addendum if the response would provide clarification to the requirements of the proposal. All such addenda shall become part of the contract documents. The City will not be responsible for any other explanation or interpretation of the proposed RFP made or given prior to the award of the contract. DESCRIPTION OF SUPPLIES AND SERVICES: Any manufacturer's names, trade name, brand name, catalog number, etc. used in specifications are for the nuroose of describine and establishing general auality levels. Such references are NOT intended to be restrictive. Proposals shall be considered for all brands that meet the quality of the specifications listed for any items. 3. RIGHTS OF CITY OF FAYETTEVILLE IN REQUEST FOR PROPOSAL PROCESS, In addition to all other rights of the City of Fayetteville, under state law, the City specifically reserves the following: a. The City of Fayetteville reserves the right to rank firms and negotiate with the highest-ranking firm. Negotiation with an individual Proposer does not require negotiation with others. b. The City reserves the right to select the proposal it believes will serve the best interest of the City. c. The City of Fayetteville reserves the right to accept or reject any or all proposals. d. The City of Fayetteville reserves the right to cancel the entire request for proposal. e. The City of Fayetteville reserves the right to remedy or waive technical or immaterial errors in the request for proposal or in proposals submitted. The City of Fayetteville reserves the right to request any necessary clarifications, additional information or proposal data without changing the terms of the proposal. g. The City of Fayetteville reserves the right to make selection of the Proposer to perform the services required on the basis of the original proposals without negotiation. 4. EVALUATION CRITERIA: City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 5 of 22 The evaluation criterion defines the factors that will be used by the selection committee to evaluate and score responsive, responsible and qualified proposals. Proposers shall include sufficient information to allow the selection committee to thoroughly evaluate and score proposals. Each proposal submitted shall be evaluated and ranked by a selection committee. The contract will be awarded to the most qualified Proposer, per the evaluation criteria listed in this RFP. Proposers are not guaranteed to be ranked. 5. COSTS INCURRED BY PROPOSERS: All expenses involved with the preparation and submission of proposals to the City, or any work performed in connection therewith, shall be borne solely by the Proposer(s). No payment will be made for any responses received, or for any other effort required of, or made by, the Proposer(s) prior to contract commencement. 6. ORAL PRESENTATION: An oral presentation and/or interview may be requested of any firm, at the selection committee's discretion. 7. CONFLICT OF INTEREST; The Proposer represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance or services required hereunder, as provided in City of Fayetteville Code Section 34.26 titled "Limited Authority of City Employee to Provide Services to the City". b. The Proposer shall promptly notify Les McGaugh, City Purchasing Agent, in writing, of all potential conflicts of interest for any prospective business association, interest, or other circumstance which may influence or appear to influence the Proposer's judgment or quality of services being provided. Such written notification shall identify the prospective business association, interest or circumstance, the nature of which the Proposer may undertake and request an opinion to the City as to whether the association, interest or circumstance would, in the opinion of the City, constitute a conflict of interest if entered into by the Proposer. The City agrees to communicate with the Proposer its opinion via e-mail or first-class mail within thirty days of receipt of notification. 8. WITHDRAWAL OF PROPOSAL: A proposal may be withdrawn prior to the time set for the proposal submittal based on a written request from an authorized representative of the firm; however, a proposal shall not be withdrawn after the time set for the proposal. 9. LATE PROPOSAL OR MODIFICATIONS: a. Proposal and modifications received after the time set for the proposal submittal shall not be considered. Modifications in writing received prior to the deadline will be accepted. The City will not be responsible for misdirected bids. Proposers should call the Purchasing Division at (479) 575-8220 to insure receipt of their submittal documents prior to opening time and date listed. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 6 of 22 The Lirrie sel fur lhie deddlirie slydll be luLdl Lime rut Fayelleville, AR on the date listed. All proposals shall be received in the Purchasing Division BEFORE the deadline stated. The official clock to determine local time shall be the atomic clock located in the Purchasing Division, Room 306 of City Hall, 113 W. Mountain, Fayetteville, AR. 10. LOCAL, STATE, AND FEDERAL COMPLIANCE REQUIREMENTS: a. The laws of the State of Arkansas apply to any purchase made under this request for proposal. Proposers shall comply with all local, state, and federal directives, orders and laws as applicable to this proposal and subsequent contract(s) including but not limited to Equal Employment Opportunity (EEO), Disadvantaged Business Enterprises (DBE), & OSHA as applicable to this contract. b. Pursuant to Arkansas Code Annotated §22-9-203 The City of Fayetteville encourages all qualified small, minority and women business enterprises to bid on and receive contracts for goods, services, and construction. Also, City of Fayetteville encourages all general contractors to subcontract portions of their contract to qualified small, minority and women business enterprises. 11. PROVISION FOR OTHER AGENCIES: Unless otherwise stipulated by the Proposer, the Proposer agrees to make available to all Government agencies, departments, municipalities, and counties, the proposal prices submitted in accordance with said proposal terms and conditions therein, should any said governmental entity desire to buy under this proposal. Eligible users shall mean all state of Arkansas agencies, the legislative and judicial branches, political subdivisions (counties, local district school boards, community colleges, municipalities, counties, or other public agencies or authorities), which may desire to purchase under the terms and conditions of the contract. 12. COLLUSION: The Proposer, by affixing his or her signature to this proposal, agrees to the following: "Proposer certifies that his proposal is made without previous understanding, agreement, or connection with any person, firm or corporation making a proposal for the same item(s) and/or services and is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action." 13. RIGHT TO AUDIT, FOIA, AND JURISDICITON a. The City of Fayetteville reserves the privilege of auditing a vendor's records as such records relate to purchases between the City and said vendor. b. Freedom of Information Act: City contracts and documents prepared while performing City contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the (contractor) will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. §25-19-101 et. sec.). Only legally authorized photocopying costs pursuant to the FOIA may be assessed for this compliance. c. Legal jurisdiction to resolve any disputes shall be Arkansas with Arkansas law applying to the case. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 7 of 22 14. CITY INDEMNIFICATION: The successful Proposer(s) agrees to indemnify the City and hold it harmless from and against all claims, liability, loss, damage or expense, including but not limited to counsel fees, arising from or by reason of any actual or claimed trademark, patent or copyright infringement or litigation based thereon, with respect to the services or any part thereof covered by this order, and such obligation shall survive acceptance of the services and payment thereof by the City. 15. VARIANCE FROM STANDARD TERMS & CONDITIONS: All standard terms and conditions stated in this request for proposal apply to this contract except as specifically stated in the subsequent sections of this document, which take precedence, and should be fully understood by Proposers prior to submitting a proposal on this requirement. 16. ADA REQUIREMENT FOR PUBLIC NOTICES & TRANSLATION: Persons with disabilities requiring reasonable accommodation to participate in this proceeding/event, should call 479.521.1316 (telecommunications device for the deaf), not later than seven days prior to the deadline, Persons needing translation of this document shall contact the City of Fayetteville, Purchasing Division, immediately. 17. CERTIFICATE OF INSURANCE: The successful Proposer shall provide a Certificate of Insurance in accordance with specifications listed in this request for proposal, prior to commencement of any work. Such certificate shall list the City of Fayetteville as an additional insured. Insurance shall remain valid throughout project completion. 18. PAYMENTS AND INVOICING: The Proposer must specify in their proposal the exact company name and address which must be the same as invoices submitted for payment as a result of award of this RFP. Further, the successful Proposer is responsible for immediately notifying the Purchasing Division of any company name change, which would cause invoicing to change from the name used at the time of the original RFP. Payment will be made within thirty days of invoice received. The City of Fayetteville is very credit worthy and will not pay any interest or penalty for untimely payments. Payments can be processed through Proposer's acceptance of Visa at no additional costs to the City for expedited payment processing. The City will not agree to allow any increase in hourly rates by the contract without PRIOR Fayetteville City Council approval. 19. CANCELLATION: a. The City reserves the right to cancel this contract without cause by giving thirty (30) days prior notice to the Contractor in writing of the intention to cancel or with cause if at any time the Contractor fails to fulfill or abide by any of the terms or conditions specified. b. Failure of the contractor to comply with any of the provisions of the contract shall be considered a material breach of contract and shall be cause for immediate termination of the contract at the discretion of the City of Fayetteville. c. In addition to all other legal remedies available to the City of Fayetteville, the City reserves the right to cancel and obtain from another source, any items and/or services which have not been City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 8 of 22 delivered within the period oftirne from Lhe dale of order as delerrnined by Lhe CiLy of Fayetteville. d. In the event sufficient budgeted funds are not available fora new fiscal period, the City shall notify the vendor of such occurrence and contract shall terminate of the last day of the current fiscal period without penalty or expense to the City. 20. ASSIGNMENT, SUBCONTRACTING, CORPORATE ACQUISITIONS ANDJOR MERGERS: The Contractor shall perform this contract. No assignment of subcontracting shall be allowed without prior written consent of the City. If a Proposer intends to subcontract a portion of this work, the Proposer shall disclose such intent in the proposal submitted as a result of this RFP. In the event of a corporate acquisition and/or merger, the Contractor shall provide written notice to the City within thirty (30) calendar days of Contractor's notice of such action or upon the occurrence of said action, whichever occurs first. The right to terminate this contract, which shall not be unreasonably exercised by the City, shall include, but not be limited to, instances in which a corporate acquisition and/or merger represent a conflict of interest or are contrary to any local, state, or federal laws. Action by the City awarding a proposal to a firm that has disclosed its intent to assign or subcontract in its response to the RFP, without exception shall constitute approval for purpose of this Agreement. 21. NON-EXCLUSIVE CONTRACT: Hwara or anis rtrr snaii impose no obiigatiUn Un gyne �111_y rU uLiiize Lile vendur iUl d i WUI k U1 Liiis Hype, M nu I may develop during the contract period. This is not an exclusive contract. The City specifically reserves the right to concurrently contract with other companies for similar work if it deems such an action to be in the City's best interest. In the case of multiple -phase contracts, this provision shall apply separately to each item. 22. LOBBYING: Lobbying of selection committee members, City of Fayetteville employees, or elected officials regarding request for proposals, request for qualifications, bids or contracts, during the pendency of bid protest, by the bidder/proposer/protestor or any member of the bidder's/proposer's/protestor's staff, and agent of the bidder/proposer/protestor, or any person employed by any legal entity affiliated with or representing an organization that is responding to the request for proposal, request for qualification, bid or contract, or has a pending bid protest is strictly prohibited either upon advertisement or on a date established by the City of Fayetteville and shall be prohibited until either an award is final or the protest is finally resolved by the City of Fayetteville; provided, however, nothing herein shall prohibit a prospective/bidder/proposer from contacting the Purchasing Division to address situations such as clarification and/or questions related to the procurement process. For purposes of this provision lobbying activities shall include but not be limited to, influencing or attempting to influence action or non -action in connection with any request for proposal, request for qualification, bid or contract through direct or indirect oral or written communication or an attempt to obtain goodwill of persons and/or entities specified in this provision. Such actions may cause any request for proposal, request for qualification, bid or contract to be rejected. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 9 of 22 23. ADDITIONAL REQUIREMENTS: The City reserves the right to request additional services relating to this RFP from the Proposer. When approved by the City as an amendment to the contract and authorized in writing prior to work, the Contractor shall provide such additional requirements as may become necessary. 24. SERVICES AGREEMENT: A written agreement, in substantially the form attached, incorporating the RFP and the successful proposal will be prepared by the City, signed by the successful Proposer and presented to the City of Fayetteville for approval and signature of the Mayor. 25. INTEGRITY OF REQUEST FOR PROPOSAL (RFP) DOCUMENTS: Proposers shall use the original RFP form(s) provided by the Purchasing Division and enter information only in the spaces where a response is requested. Proposers may use an attachment as an addendum to the RFP form(s) if sufficient space is not available on the original form for the Proposer to enter a complete response. Any modifications or alterations to the original RFP documents by the Proposer, whether intentional or otherwise, will constitute grounds for rejection of such RFP response, Any such modifications or alterations a Proposer wishes to propose shall be clearly stated in the Proposer's RFP response and presented in the form of an addendum to the original RFP documents. 26. OTHER GENERAL CONDITIONS: Proposers must provide the City with their proposals signed by an employee having legal authority to submit proposals on behalf of the Proposer. The entire cost of preparing and providing responses shall be borne by the Proposer. The City reserves the right to request any additional information it deems necessary from any or all Proposers after the submission deadline. This solicitation is not to be construed as an offer, a contract, or a commitment of any kind; nor does it commit the city to pay for any costs incurred by Proposer in preparation, It shall be clearly understood that any costs incurred by the Proposer in responding to this request for proposal is at the Proposer's own risk and expense as a cost of doing business. The City of Fayetteville shall not be liable for reimbursement to the Proposer for any expense so incurred, regardless of whether or not the proposal is accepted. d. If products, components, or services other than those described in this solicitation document are proposed, the Proposer must include complete descriptive literature for each. All requests for additional information must be received within five working days following the request. Any uncertainties shall be brought to the attention to Les McGaugh immediately via telephone (479.575.8220) or e-mail (Imcgaugh@fayetteville-ar.gov). It is the intent and goal of the City of Fayetteville Purchasing Division to provide documents providing a clear and accurate understanding of the scope of work to be completed and/or goods to be provided. We encourage all interested parties to ask questions to result in all Proposers being on equal terms. f. Any inquiries or requests for explanation in regard to the City's requirements shall be made promptly to Les McGaugh, City of Fayetteville, Purchasing Agent via e-mail (lmcgaugh_ fayetteville-ar.go ) or telephone (479.575.8220). No oral interpretation or City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 10 of 22 clarifications will be given as to the meaning of any part of this request for proposal. All questions, clarifications, and requests, together with answers, if any, will be provided to all firms via written addendum. Names of firms submitting any questions, clarifications, or requests will not be disclosed until after a contract is in place. g. At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. Any information provided herein is intended to assist the Proposer in the preparation of proposals necessary to properly respond to this RFP. The RFP is designed to provide qualified Proposers with sufficient basic information to submit proposals meeting minimum specifications and/or test requirements, but is not intended to limit a RFP's content or to exclude any relevant or essential data. i. Proposers irrevocably consent that any legal action or proceeding against it under, arising out of or in any manner relating to this Contract shall be controlled by Arkansas law in Washington County. Proposer hereby expressly and irrevocably waives any claim or defense in any said action or proceeding based on any alleged lack of jurisdiction or improper venue or any similar basis. j. The successful Proposer shall not assign the whole or any part of this Contract or any monies due or to become due hereunder without written consent of City of Fayetteville. In case the successful Proposer assigns all or any part of any monies due or to become due under this Contract, the Instrument of assignment shall contain a clause substantially to the effect that is agreed that the right of the assignee in and to any monies due or to become due to the successful Proposer shall be subject to prior liens of all persons, firms, and corporations for services rendered or materials supplied for the performance of the services called for in this contract. k, The successful Proposer's attention is directed to the fact that all applicable Federal and State laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction over the services shall apply to the contract throughout, and they will be deemed to be included in the contract as though written out in full herein. The successful Proposer shall keep himself/herself fully informed of all laws, ordinances and regulations of the Federal, State, and municipal governments or authorities in any manner affecting those engaged or employed in providing these services or in any way affecting the conduct of the services and of all orders and decrees of bodies or tribunals having anyjurisdiction or authority over same. If any discrepancy or inconsistency should be discovered in these Contract Documents or in the specifications herein referred to, in relation to any such law, ordinance, regulation, order or decree, s/he shall herewith report the same in writing to the City of Fayetteville. 27. CONTRACT REQUIREMENTS: Any contract between the successful proposer and the City shall include the following: a. Indemnification: The awarded Proposer shall indemnify and hold harmless City of Fayetteville and their agents and employees from and against all claims, damages, losses and expenses including attorneys' fees arising out of or resulting from the performance of the services, provided that any such claims, damage, loss or expense is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property, including the loss of use resulting there from; and is caused in whole or in part by any negligent or willful act or omission of the successful Proposer and anyone directly or indirectly employed by him/her or anyone for whose acts any of them may be City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 11 of 22 liable. In any and all claims against City of Fayetteville or any of their agents or employees, by any employee of the successful Proposer, directly or indirectly employed by him/her, or anyone for whose acts any of them may be liable, the indemnification obligation shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for the successful Proposer or under the Workers' Compensation Acts, Disability Benefits Acts or other employee benefits acts. b. Suspension or Termination of Services: City of Fayetteville or awarded Proposer shall have the right to terminate this agreement at any time upon thirty (30) days advance written notice to the other party of its intention to terminate. c. Laws and Regulations: The successful Proposer's attention is directed to the fact that all applicable Federal and State laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction over the services shall apply to the contract throughout, and they will be deemed to be included in the contract as though written out in full herein. The successful Proposer shall keep himself/herself fully informed of all laws, ordinances and regulations of the Federal, State, and municipal governments or authorities in any manner affecting those engaged or employed in providing these services or in any way affecting the conduct of the services and of all orders and decrees of bodies or tribunals having any jurisdiction or authority over same. If any discrepancy or inconsistency should be discovered in these Contract Documents or in the specifications herein referred to, in relation to any such law, ordinance, regulation, order or decree, s/he shall herewith report the same in writing to City of Fayetteville. Proposer shall at all times observe and comply with all such existing and future laws, ordinances and regulations, and shall protect and indemnify City of Fayetteville and its agents against the violation of any such law, ordinance, regulation, order or decree, whether by himself/herself or by his/her employees. Licenses of a temporary nature, necessary for the prosecution of the services shall be secured and paid for by the successful Proposer. d. Assignments: The successful Proposer shall not assign the whole or any part of this Contract or any monies due or to become due hereunder without written consent of City of Fayetteville. In case the successful Proposer assigns all or any part of any monies due or to become due under this Con- tract, the Instrument of assignment shall contain a clause substantially to the effect that is agreed that the right of the assignee in and to any monies due or to become due to the successful Proposer shall be subject to prior liens of all persons, firms, and corporations for services rendered or materials supplied for the performance of the services called for in this contract. e. Insurance: The successful Proposer shall not commence work under this contract until all insurance described below has been obtained, certificate listing the City as an additional insured, and such insurance has been approved by City of Fayetteville. Premiums for all insurance policies required shall be the responsibility of the Proposer. It is the City's intent to be listed as an additional insured with the final Proposer after contract award. Proposer should submit current insurance coverages with RFP submittal. f. Payments: If the Consultant has made application for payment as above, the Project Manager will issue a request for payment to the Accounting Department for such amount as is determined to be properly due, or state in writing the itemized and specific reasons for withholding a payment. The City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 12 of 22 City intends to pay accepted invoice within thirty (30) calendar days. No payment shall constitute an acceptance of any services not in accordance with the Contract Documents. Final payment: Upon receipt of written notice from the Consultant that all contracted services are complete, the Project Manager will, within a reasonable time, review all services and reports. If the Project Manager finds the services and reports of the Consultant complete and acceptable in accordance with the provisions of the Contract Documents, s/he shall, within a reasonable time, process a pay request so that final payment can be made. The acceptance of final payment shall constitute a waiver of all claims by the Consultant except those previously made in writing and still unsettled. g. Freedom of Information Act: City of Fayetteville contracts and documents prepared while performing city contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the contractor will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. 25-19-101 et. Sec.). Only legally authorized photo coping costs pursuant to the FOIA may be assessed for this compliance. h. Changes in Scope or Price: Changes, modifications, or amendments in scope, price or fees to this contract shall not be allowed without a prior formal contract amendment approved by the Mayor and the City Council in advance of the change in scope, cost or fees. I ?R APPr:KtniY r)n I INAPKIITC• Tkn �--nn iv knIl xni aro inAi rinrl ac nar+ of+hic RFD. City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION B: Vendor References TELEPHONE The following information is required from all firms so all statements of qualification may be reviewed and properly evaluated: COMPANY NAME: FAX NUMBER NUMBER OF YEARS IN BUSINESS: HOW LONG IN PRESENT LOCATION: TOTAL NUMBER OF CURRENT EMPLOYEES: FULL TIME PARTTIME NUMBER OF EMPLOYEES PLANNED FOR THIS CONTRACT: FULLTIME PARTTIME PLEASE LIST FOUR (4) REFERENCES THAT YOU HAVE PREVIOUSLY PERFORMED CONTRACT SERVICES FOR WITHIN THE PAST FIVE (5) YEARS (All fields must be completed): 1. 2. COMPANY NAME COMPANY NAME CITY, STATE, ZIP CITY, STATE, ZIP CONTACT PERSON CONTACT PERSON TELEPHONE TELEPHONE FAX NUMBER FAX NUMBER E-MAIL ADDRESS E-MAIL ADDRESS 3. 4. COMPANY NAME COMPANY NAME CITY, STATE, ZIP CITY, STATE, ZIP CONTACT PERSON CONTACT PERSON TELEPHONE TELEPHONE FAX NUMBER FAX NUMBER E-MAIL ADDRESS E-MAIL ADDRESS City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 14 of 22 City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION C: Scope of Services and General Information 1. PURPOSE: The City of Fayetteville, Arkansas, hereinafter referred to as "the City", is requesting proposals for Organizational Development Consulting Services. The City is seeking proposals from qualified vendors to assist us in developing a talent management philosophy supported by a forwarding thinking workplace to deliver optimal services to the citizens of the City of Fayetteville. Questions from interested parties shall be submitted to Les McGaugh, City Purchasing Agent, no later than 4:00 PM, Thursday January 18, 2018 via e-mail to Imcgaugh@fayetteville-ar.gov. 2. CURRENT PROGRAMS: The City of Fayetteville is located in the northwest corner of Arkansas and has an estimated nnni Ufa+)nn zf Qn rnn Po iottPviII- cPnipc ac the cc ?t of \A/�shincxtnn Cni into Tlha Cite is nart of tha Fayetteville- Springdale -Rogers, AR -MO MSA (Metropolitan Statistical Area), with a population of just under 500,000. The City of Fayetteville operates under a Mayor -Council form of government. The City Council is composed of eight council members and a Mayor. The City's 2017 Budget provided for 789 full-time equivalent positions, 3. SCOPE OF WORK: The scope of work in this section has been provided to communicate what the City believes is critical for the success of this project. The City invites Proposers to provide different approaches as appropriate based on services offered. Proposers are invited to include all strategies and processes listed below, or only to those specific to the proposing firm. The City reserves the right to award to multiple vendors based on evaluation of each strategy and process submitted by the proposers. Talent Management Strategies and Processes a. Sourcing b. Recruiting City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 15 of 22 c. Onboarding d. Development Customer Service Training, and/or; Other workforce development training e. Engagement f. Retention g. Next generation leadership h. Cultural integration i. Quality Process Improvement Lean Government Assessment Process Improvement Training 4. SUBMITTAL REQUIREMENTS: The Proposer shall provide adequate information that will render it qualified and capable of effectively accomplishing the scope of services. The proposal will be reviewed by a Selection Committee which could include ranking. Since there is no assurance of the Proposer having any other opportunity to communicate its ability, the proposal response shall negate any ambiguity with respect to the Proposer's ability and approach. All respondents shall submit the following information with submittal at a minimum: a. Methods and Approach. Describe expected approach and identify each task. Describe the anticipated interaction with the City and a description of the method(s) which will be used to successfully accomplish the project. Provide a detailed timeline of the anticipated schedule for completing each task. L Scope of Work/Deliverables-. Provide deliverables for the Scope of Work outlined by the City in this RFP. Include services outlined in the Scope of Services, as well additional services offered or recommended by the bidder. Provide information on your firm's approach to accomplishing the work cited in the Scope of Work. Technical or Professional Support. Describe your technical or professional support available to the City at no extra cost through your firm, such as legal counsel, communications, training programs or other services. d. Qualifications and Experience. Provide relevant information regarding previous experience related to developing similar projects. All proposers shall submit a minimum of three (3) references within the past five (5) years. Provide in this section, the company's primary business interest and/or operations including any affiliations. e. List of Project Personnel. Proposer shall provide a description of its staff and work force that will be assigned to effectively facilitate the requirements of this project. This City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 16 of 22 description shall include, at a minimum, the number of permanent employees, part time employees, and an organizational chart reflecting their responsibilities. It is the desire of the City that senior level strategic input is provided at all stages of the project. Resumes shall be no more than two pages (a page being defined as a single sided document), and shall include, at a minimum: • Position title for each person assigned to this project; • Tenure with Proposer for each person assigned to this project; • Education of each person; • Experience of each person; • Estimated number of hours for each person assigned to this project;, • Total billable hourly rate for each person assigned to this project; • Any other pertinent information related to this project f. Availability. Proposers shall describe the availability of project personnel and company to participate in this project in the context of the Proposer's other commitments. g. Listing of all Fees. Proposer shall clearly itemize and provide a list of all fees to cover the requested scope of work and deliverables Proposer shall also provide an hourly rate for any additional work which is not included in the scope of work. Fees proposed are extremely important; however, tees will not be the determining tactor in the selection process. It is not the intent of the City of Fayetteville to limit innovative solutions by dollar constraints, but rather to determine which proposal has the potential of providing the best value for the services required. City of Fayetteville shall not be liable for any expense incurred while preparing a response to this document. In addition, City of Fayetteville shall reserve the right to accept any part or the Proposer's entire fee schedule and to negotiate any charges contained therein, unless otherwise qualified by the Proposer. 5. PROPOSAL CONTENT: Proposals shall be prepared simply and economically, providing a straight forward, concise description its ability to meet the requirements for the project. Fancy bindings, colored displays, and promotional material are not required. Emphasis should be on completeness and clarity of content. All documents should be typewritten on standard 8 %" x 11" white papers and bound in one volume. Exceptions would be schematics, exhibits, one page resumes, and City required forms. Limit proposal to twenty- five (25) pages or less, excluding one-page team resumes, references, and forms required by the City for completion. All proposals shall be sealed upon delivery to the City of Fayetteville. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 17 of 22 All Proposers shall submit ten (10) sets of their proposal as well as one (1) electronic copy on a properly labeled CD or other electronic media device. The electronic copy submitted shall be contained into one (1) electronic file and shall be identical to the hard copies provided. The use of Adobe PDF documents is strongly recommended. Files contained on the CD or electronic media shall not be restricted against saving or printing. Electronic copies shall not be submitted via e-mail to City employees by the Proposer and shall be provided to the City in a sealed manner. FedEx, UPS, USPS, or other packages should be clearly marked with the RFP number on the outside of the mailingpackage. 6. NEGOTIATIONS: If the negotiation produces mutual agreement, a contract will be considered for approval by the City Council. If negotiations with the highest ranking Proposer fail, negotiations shall be initiated with the next highest ranking Proposer until an agreement is reached. The City reserves the right to reject all offers and end the process without executing a contract. 7. CONTRACT ADMINISTRATION: The Contract Administrator for this Request for Proposal (RFP) shall be the City of Fayetteville's assigned Project Manager, which is intended to be Brenda Reed, Human Resources Director. The City's selected Project Manager will: a. Provide the successful Proposer direction and monitor the results within the limits of the contract's terms and conditions. b. Manage issues which may arise as to quality and acceptability of services performed. c. Shall judge as to the accuracy of quantities submitted by the successful Proposer in payment requests and the acceptability of the services which these quantities represent. d. Serve as the point -of -contact for developing contract changes and amendments to be approved by City of Fayetteville. e. Shall act as City of Fayetteville's Representative during the execution of any subsequent contract and related amendments. All questions arising, subsequent to the contract award, shall be addressed to the Purchasing Division. Other than the Project Manager, the successful Proposer shall not take guidance or influence from any group or individual in relation to this project. All communication, both formal and informal shall be routed through the Project Manager. 8. SELECTION CRITERIA: The following criteria will be used by the committee to evaluate and score responsive proposals. Proposers shall include sufficient information to allow the committee to thoroughly evaluate and score the proposal. City of Fayetteville reserves the right to accept a proposal, as submitted, and enter directly into a contractual agreement with a selected Proposer. Each proposal submitted is not required to be ranked by the selection committee; however, all proposals will be evaluated. The City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 18 of 22 L.unlldLL Indy be awarded Lo tyle rnost qualified firm for each process or strategy, per the evaluation criteria listed below, based on the evaluation and voting of the selection committee. Following the evaluation of the proposals, the Selection Committee may request that the top ranking firm(s) make an oral presentation, be interviewed or submit best and final offers. If presentations are necessary, they will take place in Fayetteville, Arkansas. Notices will be sent by the Purchasing Division. 1) 30% Qualifications in Relation to Specific Project to be Performed: Information reflecting qualifications of the firm. Indicated specialized experience and technical competence of the firm in connection with the type and complexity of the service required. Subcontractors, if used, must be listed with RFP response. 2) 25% Experience, Competence, and Capacity for Performance: Including information reflecting the names, titles, and qualifications (including experience and technical competence) of the major personnel assigned to this specific project. 3) 20% Proposed Method of Doing Work: A proposed work plan (description of how the project would be conducted as well as other facts concerning approach to scope you wish to present) indicating methods and schedules for accomplishing scope of work. Include with this the amount of work presently underway. 4) 15% Past Performance: Previous evaluations shall be considered a significant factor. If previous evaivaLlons Wlth the l.lty are not dValldUie, We pruiessiundi I-IHTI.S paJL Pel IUlflldllue records with other governmental agencies, and others will be used, including quality of work, timely performance, diligence, and any other pertinent information. Firm shall provide a list of similar jobs performed and person whom the City can contact for information. 5) 10% Cost/Fees: Proposer shall provide a total listing of any fee the City could be charged. A fee shall be included for the presented scope of work as well as any other additional fee. All fees shall be clearly identified with RFP response and be itemized as much as possible. 9. RENEWABLE TERMS: The initial term of this Agreement shall be for one (1) year. The Agreement shall automatically renew for up to four (4) additional one (1) year terms unless either party provides notice of non -renewal at least thirty (30) days prior to the end of a term. Annual renewals shall be subject to annual budget approval by the City Council. 10. ANTICIPATED PROJECT TIMELINE: subject to change City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 19 of 22 RFP 18-03, Organizational Development Consultant Tentative Timeline as of 11/29/17 --- Action Item Date Note Advertisement 1 of 2 for RFP Tuesday, January 02, 2015 City website and legal newspaper advertisement Advertisement 2 of 2 for RFP Tuesday, January 16, 2015 legal newspaper advertisement Sealed and delivered before 2:00:00 PM, Deadline for RFP Wednesday, February 07, 2018 local time Inform short listed vendors of Friday, March 09, 2018 By end of day - if applicable Interview March b, 2018 through h March 3, Interviews tn��itll short listed vendors If Applicable 2018 Contract to be signed by vendor no later Deadline for contract: negotiations Friday, March 23, 2018 than.5 PM, electronic scan acceptable City Council Agenda Deadline Friday, March 30, 2013 (internal Deadline) 4:00 PM - City Clerk City Council Agenda session Tuesday, April 10, 2018 4:30:00 PM, City Hall, Room 326 Council to consider contract award, 5:30 City Council Meeting Tuesday, April 12', 2018 PM, City Haile Room 219 PO Issue Date Tuesday, April 24, 2018 After receipt of Certificate of insurance Start date of Contract Wednesday, April 2.5, 2018 City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 20 of 22 City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION D: Signature Submittal — Required with all responses Proposers shall include this form completed in its entirety with RFP response This form shall not count towards oap-e limitations set forth in the RFP. 1. DISCLOSURE INFORMATION Proposer shall disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: 1) NO KNOWN RELATIONSHIP EXISTS 2) RELATIONSHIP EXISTS (Please explain): I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein are accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non -Discrimination requirements and conditions of employment, 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Corporate Name of Firm: Primary Contact: Phone#1 (cell preferred): E -Mail Address: Title of Primary Contact: Phone#2: 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject vendor to disqualification, City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 21 of 22 ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED 4. PRICING: Pricing shall be attached as a separate form. Reference RFP for details on what all pricing shall include. 5. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating in compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: PHYSICAL ADDRESS: MAILING ADDRESS: PRINTED NAME: PHONE: FAX: E-MAIL: SIGNATURE: TITLE: DATE: DUNS#: TAX ID: City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 22 of 22 RFP 18-03, Addendum I Date: Friday January 26, 2018 To: All Prospective Vendors From: Les McGaugh— 479.575.8220 — Imcgaugh@fayetteville-ar.gov RE: RFP 18-03, Organizational Development Consultant ►I CITY OF FAYET"TEV LLE ARKANSAS This addendum is hereby made a part of the contract documents to the same extent as though it were originally included therein. Bidders should indicate their receipt of same in the appropriate blank of the Bid Form. BIDDERS SHOULD ACKNOWLEDGE THIS ADDENDUM ON THE DESIGNATED LOCATION ON THE BID FORM, 1. Signature Section on Page one shall be included in the proposal. 2. No "intent to submit" needs to be submitted prior to proposal submission. 3. The City does not currently have employee resources who are trained/ licensed in Lean Government. 4. Staff Directory and department listings available online are an accurate representation of organization structure and headcount by department. 5. There is no current project budget range or not -to -exceed for this project at this time. 6. After project deadline, the selection committee will make a recommendation for award to a single, or multiple vendors, based on evaluation criteria established in the RFP for all, a single, or any combination of strategies or processes that are in the best of the City, as outlined in the RFP Scope of Work. 7. Variance Correction. All proposers shall submit six 6) identical sets of the proposal as well as one 1 electronic copy on a properly labeled CD or other electronic media device. The Electronic copy submitted should be contained into one (1) electronic file. The Use of Adobe PDF documents is strongly recommended. City of Fayetteville, AR R F P 18 0 3, Add e n d u m 1 Page 111 Tel ecoiramrx-ricatic ir s Device forthe Ded TOO ( 73)521-1316 113VVcstMoulitain • Fayk_.ttcvi[Ic, Ait727L11 Executive Summary INTRODUCTION Thank you for the opportunity to answer The City of Fayetteville, RFP 18-03. My name is Abby Foster, and I am the Founder and Managing Principal of Ahnimisha Consulting, LLC [Ahnimisha]. At Ahnimisha we understand the benefits of a focused approach to managing your human resources and are honored to submit a proposal to help you develop the Strategies and Processes you need to attract, retain, grow, and leverage your fair share of today's talent. With over 25 years of H.R. and Finance experience along with the focused expertise of our alliance partners, Ahnimisha understands the workforce challenges faced by today's employers and is familiar with the additional hurdles inherent in the public sector. We are a woman -owned small business with limited overhead and a practical, efficient approach to meeting client needs. At Ahnimisha we Think Beyond your current needs and deliver solutions that position you for the future. We only deploy resources with deep subject matter expertise and further differentiate ourselves from the competition by creating an empowering environment within your organization and giving you the tools and insights your company needs to grow. CORE VALUES Customer satisfaction, tailored solutions, and knowledge transfer are the core values that drive Ahnimisha's success. Satisfied customers are our bread and butter, and we take pride in understanding our clients to the point where our work is most often viewed as an extension of their own. Our resources are seasoned professionals who bring years of knowledge, experience, and professionalism to bear on behalf of our clients. Seasoned with success and armed with proven tools and techniques, we consider the unique needs of every client and create tailored solutions for sustainable results. We know the complexity inherent in effective talent management and understand the current trends; which we combine with considerable real-life experience to create workforce solutions that meet the immediate needs of your organization and position you for future success. Our Talent Management philosophy is simple.... "Maximize the contribution of every employee and optimize results...." ....which is exactly what we seek to achieve with every client engagement. From generational dynamics, to succession planning, professional coaching, and leadership development, we take service delivery to an elevated level; we don't just deliver solutions, we transfer knowledge. With every piece of work, we provide information and insights to help our clients institutionalize new practices and establish cultural norms that promote effective outcomes in the normal course of business. I started Ahnimisha Consulting because I wanted to motivate and inspire organizations to think beyond current practices and embrace emerging trends as a cultural norm. My belief that cultural flexibility is critical to organizational survival comes from my Choctaw ancestors who were known for their ability to assess and embrace change in a gradual manner without endangering their core beliefs. The name Ahnimisha is a combination of the Choctaw words "ahni" [to think], and "misha" [beyond] and a perfect representation of a core value I bring to my clients. City of Fayetteville RFP 18-03, Organizational Development Consulting APPROACH AND METHODOLOGY Ahnimisha Consulting, LLC Proposal Respnnse Ahnimisha is proposing a 3 -Step Approach to help the City develop the Strategy and Processes to ",..deliver optimal services to the citizens of the City of Fayetteville". Summarized in the Diagram below, the proposed approach and methodology is designed to define, develop and implement the Strategies and Processes that drive effective talent management, while at the same time addressing the factors most critical to overall success, i.e. Leadership Alignment, Consistent (Overarching) Practices, and Cultural Integration. Leadership alignment on. - Philosophy -how you view, mentor, and manage the bunion resources whasie� is De{lrte.Srrolegy serve the citizens of Fayetteville, AR ,..how will we manage Employez Expectations - behaviors, leadership accounrobilitles, talent across the performance expectations, leadership development organization? • Management Practices- guiding principles forhiring,developing, promoting, motivating, and retaining employees ! Definition and documentation of... - Desired State- the process flaw that best supports the strategy and desired ,Step 2. Define Processe! j' outcomes envisioned by the Talent Management Strategy ...identify prooessdata f `-;•T,•, Best Practices- industry practices speripe to the talent area and industry resources and organizat, ' that are proven effective in achieving desired outcomes structure to achieve des, • Metrics - qualitative and/or quantitative measurements pfpracess outcomes effectiveness in achieving desired outrornes ImplementStrategies and Processes... • Impact/Gap Analysis - compare current processes with desired store to determine process adjustments and changes Project Planning -identify project timeline and resources with milestones, priorities, and reporting requirements Roll Out - operarionolize new processes with supporting tools, technology, and resources SS@LL- AIM-pteme"t PY9_ln !•s implement process changes and adjustments to align with and support the Talent Management strategy Define the Strategy, wrap it into the Processes, and Implement the changes necessary to proactively manage the City's human talent in a forward -thinking environment. With Leadership Alignment on the overarching talent strategy, and process adjustments that support and perpetuate the talent philosophy, the City of Fayetteville will be positioned to Attract, Retain, Motivate, and Develop your fair share of the talent resources available to you. The steps depicted in our Approach and Methodology are further explained as follows: STEP 1: DEFINE THE TALENT MANAGEMENT STRATEGY Step 1 will create the foundation for how the City of Fayetteville will view, mentor, and manage the human resources who serve its citizens. From the Philosophy, which lays the groundwork for consistency in how the City manages talent relative to Performance, Behaviors, Differentiation (investment in specific employees), Transparency (career conversations), and Accountability (management's engagement in employee development), to Employee Expectations, and Management Practices; this step of the proposed solution is designed to create clarity about the rules and practices all management will consistently follow in their interactions with and expectations of all employees. STEP 2: DEVELOP STRATEGIES, PROCESSES, AND SOLUTIONS After developing an overarching Talent Management Strategy and identifying the Building Blocks that support it, the next step in Ahnimisha's proposal is to develop specific strategies and solutions for the in - scope areas listed in the RFP. 17 Ila Lane Bella Vista, AR 72714 Page 2 of 3 832.922.1164 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting Ahnimisha Consulting, LLC Proposal Response Step 2 is a 2 -Part process which includes Strategies and Processes for the process scope listed in the RFP (Part 1), and Scope -Specific Solutions commonly delivered by Ahnimisha (Part 2). Additionally, our proposal provides for Ahnimisha to assume a Provider Role on the talent management scope areas that are a core competency for us and a Consultative Role on the areas that are not within our core competency. STEP 3: IMPLEMENT PROCESS ADJUSTMENTS As described above, when deliberately incorporated into the strategies and processes of talent -related activities (programs, policies, and practices), the City's Talent Management Strategy becomes tangible, For the strategy to be Institutionalized and the benefits realized in the normal course of business, however, the newly developed strategies and processes must be implemented. This will require a focused effort starting with an Impact/Gap Analysis and including Project Planning and Management and Employee Communication activities. TIMELINE AND DELIVERABLES As shown in the Diagram below, the proposed activities and deliverables are spaced sequentially and sequenced such that each Step in the approach provides inputs to the subsequent approach. By design, the methodology is comprehensive, systematic, and tailored to allow for the City's culture, organizational design, and resource availability. As we progress through the project, we will be able to efficiently back up if necessary and make appropriate adjustments for defining information not previously discovered. Activities Deliverables Timeline • Identify interview questions talent Management Strategy „ 6 weeks • Conduct individual interviews with Exec. Leadership team philosophy • Compflere'.1s. EE €xpetlations • Conduct Strategy components workshop Mgmt. Practices • Compile workshop results • Conduct talent Ingrid. strategy workshop • Identify Interview questions Deliverables are by Process Area " - Conduct interviews with key stakeholders (ELL Supervisors, Desired Stake -- 6weeks Managers, Employees + best Practices • Identify and request current process information Metrics r Compile data and interview results bypfocess • Define desired state by process (1"dratt) • Conduct focus group meetings • Adjust/Confirm desired state • Present desired state to ELT for approval • •`•.: Impact analysis (by process) Conduct impact/gap analysis by process • Document issuesand roadblocks Implementation plan and -'8 weeks timeline • Identify project timelire, resources, milestones, priorities, Manager and employee and reporting requirernenls communications • Operationalize new princesses Communication materials Issues and roadblocks 'lhnunipnn xirrpl4Y a) ro•1Svltatrvwto7rfar m?pf a'vnf outiidPOHrGeTe Canlpefzncy Summary Once again, I thank you for the opportunity to serve the City of Fayetteville and hope to meet with you soon to discuss the proposal in person. 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 3 of 3 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, nrgani7ational nPVPInpmPnt ConSidting Proposal Response PROJECT STATEMENT Purpose As stated in RFP 18-03, "...the City wishes to develop a talent management philosophy supported by a forward -thinking workplace to deliver optimal services to the citizens of the City of Fayetteville". The City of Fayetteville currently employs 789 full-time equivalents and is listed among the top employers in Fayetteville (and Northwest Arkansas). The staff demographic consists of all four generations in today's workforce and will most likely begin adding a 5th generation in 2018. Generational diversity, rapid advances in technology, and today's culture of e -enabled transaction processing, global information venues and virtual work accommodations, set the stage for shifting expectations from employees and citizens alike. Considering these workforce challenges in addition to projected labor shortages, the City of Fayetteville has recognized the need to address and adjust Talent Management practices. The desired outcome is a forward -thinking work environment positioned to meet the needs of a 21St Century workforce. Approach and Methodology The goal set out above represents a cultural shift that will permeate every level of the organization and is best accomplished by taking a comprehensive top-down look at Talent Management. Leadership alignment is paramount to success, and the obvious starting point to set a new standard for the employee practices that are necessary to achieve the goal; which is why Ahnimisha consulting is proposing a wholistic approach utilizing a comprehensive, systematic, and tailored methodology as described below. The backdrop for Ahnimisha's approach is the Talent Management Continuum (depicted in Diagram 1), and described as follows: At its most basic level the Talent Management Continuum boils down to a series of talent -focused activities planned and executed to support the organization's short and long-term business objectives. The individual activities (programs, policies, and practices), are interrelated to the point that when successfully executed,they create a positive momentum across the continuum. The result is a talent - focused thread that Dicier : The Talent Management Continuum • Workforce Strategy and Pian Sourcing Recruiting • On boarding Orientation • Assimilation Ica • Learning Strategy • Competency Models • Leadership Development Program • Staff Development Program Technical Training • Compliance Training Coaching Program Mentoring Program • compensation • Benefits • Employee Reward Program • Fmployc.c Rvcognitlon Program • Performance Management Program Employee Engagement Staff Retention Strategy Critical workforce Strategy and Plan • Succession Planning Career Planning • Service Recognition Program Employee Referral Program permeates the organization and supports the overarching Talent Management Strategy within the normal 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 1 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response course of business. With each activity strategically developed and planned in concert with its upstream and downstream counterparts, effective Talent Management becomes an Institutionalized core value and a cultural descriptor. In short, the organization is known as "A Great Place to Work". Considering the wholistic nature of end to end talent management, Ahnimisha is proposing a 3 -Step Approach to help the City develop the Strategy and Processes to "...deliver optimal services to the citizens of the City of Fayetteville". Summarized in Diagram 2 below, the proposed approach and methodology is designed to define, develop and implement the Strategies and Processes that drive effective talent management, while at the same time addressing the factors most critical to overall success, i.e. Leadership Alignment, Consistent (Overarching) Practices, and Cultural Integration. ,y't:u) i% f vlt ,,, t i f t:edo ivlw y Leadership alignment on... Philosophy - how you view,mentor, and manage the humon resources who Step 1.,i:. eflAe Strate4St serva the citizens of Fayettevil)e,. AR ,,.how will we monoge Employee Erpectatlons- behoviols,.leodership occountabi'iittes, talent across the performance. expectations, ieadershfp development organization? • hl,-gementPractices- guidirtq prindplesfor hiring, de—.piny, promoting, rnorivoting, and retaining employees Definition and documentation of - Desired Stare - the press flow that best supports the .strategy and desired $tet Z: DeP7ete PfoFeSSCS outcomes envisioned by the Talent Manogerneot Strategy ...identify process dato flow, • Best Practices - industry p—licesspeofc to the talent ore. and h,dustry resources and orgonilotion that are proven effectit•e in achlevmy desired outcgrn¢s Structure to achieve desired fvtetrics- quahrorive and/or quantitative measurements o/process ` outcomes effectiveness in achieving desired outeam!'5 ■ Implement Strategies and Processes... Impact/Gap Analysis- compare current processes With desired stateto Step 3: tmpiemeni PFrocegeS determine process adjustments and changes ..,implement process changes and Project Planning - identifyproject timeline and resources with milestones, adjustinents to align with and priorities, and reporting requirements support the Ta Pent Manogement • Rall Out- aperationalrre newprocesses svifh supporting tools, technology, Strotegy and resowces STEP 1: DEFINE THE TALENT MANAGEMENT STRATEGY Step 1 will create the foundation for how the City of Fayetteville will view, mentor, and manage the human resources who serve its citizens. From the Philosophy, which lays the groundwork for consistency in how the City manages talent relative to Performance, Behaviors, Differentiation (investment in specific employees), Transparency (career conversations), and Accountability (management's engagement in employee development), to Employee Expectations, and Management Practices; this step of the proposed solution is designed to create clarity about the rules and practices all management will consistently follow in their interactions with and expectations of all employees. Philosophy: Simply defined, the Talent Management Philosophy is your executive team's agreement on how to best manage talent to achieve the organization's objectives. A well thought out Philosophy is widely recognized as the very foundation of successful talent management. It consists of five key components as described below: Performance - What are consequences of higher or lower employee performance? Behaviors - How much do behaviors matter, What are our behavioral expectations for. o Employees in general o High potentials o Leadership (various levels) 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 2 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response Differentiation - How will we allocate resources and rewards relative to performance and potential? Transparency - How transparent are we with employees about their career potential? How transparent should we be? Accountability - How accountable should our managers be for.... o Increasing employee engagement? o Developing their team? o Identifying and developing the next generation of leadership? Employee Expectations: Including behaviors, performance expectations, and leadership accountabilities, this component of the talent management strategy identifies and defines how you want employees and leaders to interact with one another and with the citizens they serve. By defining these qualities, your team will create a minimum standard for all employees and gain clarity on the accelerated expectations that will become defining attributes for current and future leaders. Management Practices: The guiding principles for hiring, developing, promoting, motivating, and retaining employees, Management Practices are the key to consistency in how you manage talent. From basic performance conversations to documented career paths and development opportunities, consistent management practices across the organization create cohesion and promote a sense of belonging. Through a series of individual interviews with the members of the executive leadership team, Ahnimisha will gather and compile individual input to be reviewed, discussed, and ultimately agreed by the team. I Itih7in(r tho I anrlprchin nnrl Hiah Pntpntinl rlpcirarl hahavinrc intprwi,-w nw-rtinnr and the I nminapr@ behavioral profile descriptions, we will identify the top desired behaviors for Staff, High Potentials, and Leadership Levels. Individual answers to the Philosophy questions will be compiled and coupled with the behavior components to provide a combined leadership perspective which we will use to agree the overall Strategy and Practices. This is an iterative process wherein Ahnimisha will facilitate the team's agreement on the key components of a talent management strategy as described above. With the key components defined and agreed, we will facilitate the process of combining these elements into a cohesive, well thought out talent management strategy. As stated above, the deliverables created in Step 1 are the foundation for the fulfillment of the in -scope Strategies and Processes named in the City's RFP. They lay the groundwork for the processes we will define in Step 2, where the processes and solutions created will represent a tangible manifestation of the City's Talent Management Strategy. Step 1: Key deliverables and Project Resources Deliverables: 1) A well thought out and mutually agreed Talent Management Strategy 2) Building Blocks for the in -scope Strategies and Processes; examples include: • Behavior Profiles (all employees, leadership levels) • Qualifications for Cultural Fit (hiring minimums, upward mobility) • Leadership Responsibilities (proactive employee development, critical workforce continuity) Project Resources: City of Fayetteville — Executive Leadership Team (workshops to coincide with scheduled team meetings) Ahnimisha Consulting — Abby Foster, College/University Intern 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 3 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response STEP 2: DEVELOP STRATEGIES, PROCESSES, AND SOLUTIONS After developing an overarching Talent Management Strategy and identifying the Building Blocks that support it, the next step in Ahnimisha's proposal is to develop specific strategies and solutions for the in - scope areas listed in the RFP. Step 2 is a 2 -Part process which includes Strategies and Processes for the process scope listed in the RFP (Part 1), and Scope -Specific Solutions commonly delivered by Ahnimisha (Part 2). Additionally, our proposal provides for Ahnimisha to assume a Provider Role on the talent management scope areas that are a core competency for us and a Consultative Role on the areas that are not within our core competency. Scope details and our 2 -Part proposal are as follows: Scope: Ahnimisha is proposing to be involved in the full scope of work defined in the RFP, but the level of involvement proposed varies significantly where the scope does not align with our core competencies. As depicted below in Diagram 3: Scope of Work, Ahnimisha's core competencies lie at the center of the in - scope areas. While we are proposing to provide strategies and processes represented in these competency areas, we also know that the upstream and downstream processes (those not highlighted), are an inherent part of a cohesive solution. Therefore, Ahnimisha's proposal relative to Step 2 includes both a Provider role and a Consultative role as shown: Diagram 3: Scope of Work City of Fayetteville, RFP: 18-03 Talent Management Scope Strategies and Processes Provide Consult Sourcing ✓ Recruiting ✓ Onboarding Development: Customer Service Training Development: Workforce Development Training ✓ ✓ ✓ ✓ Engagement ✓ ✓ Retention ✓ ✓ Next Generation Leadership ✓ ✓ Cultural Integration Quality Process Improvement: Lean Government Assessment ✓ ✓ ✓ Quality Process Improvement: Process Improvement Training ✓ Step 2 (Part 1): Strategies and Processes — scope listed in the RFP Process strategy is a pattern of deliberate decisions made in the management of operations; the purpose of which is to support priorities and achieve desired outcomes or business goals. The development of an individual strategy includes not only the operational decision flow specific to a process, but also the resources (human, technical, third -party, etc.), utilized to produce those outcomes. Leveraging the information and outcomes delivered in Step 1 of our proposal, along with information gathered in interviews and provided by current process experts, Ahnimisha will define the Desired State, incorporate Best Practices, and define and develop Metrics for the talent management areas noted above 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 4 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18 03, Organizational Development Consulting Proposal Response in the Provider Role. As described below, the key outcomes from this effort bring tools, resources, best practices, and measured outcomes together to operationalize the Talent Management Strategy. Desired State: The process flow that is accessible, efficient, and best supports the strategy and desired outcomes envisioned by the Talent Management Strategy. Attributes include organizational structure, technology, documentation, and processing tools (forms, input screens, third -party providers, etc.). Best Practices: Processing practices specific to the talent area and industry that are proven effective in achieving desired outcomes. Best practices are first identified, then reviewed and tailored to best meet the needs of the organization. Metrics: Qualitative and/or quantitative measurements of the expected or targeted outcomes to determine if and to what degree intended outcomes are being met. In addition to the work described above, Ahnimisha will hold cross -functional focus group meetings to present findings and recommendations and gather input from key stakeholders in the organization. We will work in collaboration with the H.R. Director to identify the process stakeholders and determine participation in the focus group meetings. Step 2 (Part 1): Key Deliverables and Project Resources Y/C.YYV VY QIf.Y�C..a 11+cY YIua. �.JJ�. 1) Desired State 2) Best Practices 3) Metrics Project Resources: City of Fayetteville — H.R. Director, Process Stakeholders Ahnimisha Consulting—Abby Foster, College/University Intern Third -Party Providers - TBD Consultation Services — scope areas NOT a core competency for Ahnimisha Given the interrelated nature of the scope, and the need to leverage knowledge and nuances gained during the development and application of the Talent Management Strategy, Ahnimisha is proposing to consult with or facilitate strategy discussions on scope areas not within our core competency. Our experience with end-to-end process design suggests that active consultation may be beneficial to ensure practices, processes, and outcomes are well -aligned with the overall Talent Management Strategy. Therefore, in addition to the proposed pricing for the highlighted areas, we have provided an hourly rate for direct consulting on the peripheral areas of work included in your scope. Step 2 (Part 2): Scope -Specific Solutions — scope representing a core competency forAhnimisha Workforce Development Training, Employee Engagement, Employee Retention, and Next Generation Leadership are areas of scope that fall within Ahnimisha's list of core competencies. In addition to providing Strategies and Processes for these areas, our proposal includes the following services and point solutions for your consideration: 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 5 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response 1) Next Generation Leadership: Succession Planning is the process by which organizations identify, develop, and equip their next generation of leaders with the skills and insights necessary to be successful. This scope -specific solution provides the framework to develop and implement a robust and sustainable Succession Planning process to produce the next generation of leaders in the normal course of business. The basic premise is to leverage current talent, grow future leaders, and create a culture of proactive talent development for all City employees, but especially those who are identified as the City's High Potentials. The Approach and Timeline is pictured below in Diagram 4, and represents the activities, deliverables, and estimated timeline to complete the process for one department. It utilizes the Lominger° behavioral competencies referenced in Step 1 above and represents a continuation of the leadership team's identification of desired behaviors, education, and character attributes for City employees. Succession Planning is rolled -out on a department by department basis, and Ahnimisha's proposal and pricing reflects completing the project for departments represented by each member of the Executive Leadership Team. It is important to note that the project is over 50% complete for Water and Sewer and members of the leadership team have expressed interest in having it applied to their specific departments as well. It is also important to note that the outcomes and insights gained during the Succession Planning process add value to the RFP objective in that they identify areas where departments may have additional or specific talent management needs that are unique and/or critical to their employee demographic. The Approach and Timeline is pictured below, and represents the activities, deliverables, and estimated timeline to complete the process for one department. Steps and timing are as follows: 4 Step 1: Step 2: Step 3: Step 4: Data Leadership Gap Developmen Gathering Profiles Analysis t Plans Activities: • Schedule and conduct interviews Compile Results Deliverables: Priorities • Sequencing • Mentor/Coach identification • Leadership technical requirements 11� Draft High Potentials • Roadblocks Timing Leadership Behaviors High Potential Behaviors Activities: • Develop leadership profile • Develop checklistfor High Potentials Deliverables: Leadership Profiles • Potential Successors • Educational/Technical skills • Behaviors/Experience Activities: Identify/develop tool for gap analysis Identify gaps on High Potentials readiness Deliverables: • High Potential development opportunities by individual • Leadership development priorities Activities: • Research development options Document training specifications for High Potentials • Document disciplines Deliverables: • High Potentials' individualized development program • Leadership development roadmap by functional area • Recommended disciplines 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 6 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response 2) Employee Engagement: An Employee Opinion Survey, customized for the City of Fayetteville and tailored to the City's demographic is included in Ahnimisha's proposal. The survey we are proposing is NOT canned or mass-produced, and it will NOT provide insight into how your employees respond in comparison with employees in other organizations, industries, cities, nations, etc. The survey we are proposing is developed specifically for the City of Fayetteville, and the purpose is to provide a baseline to support and help direct and measure the efficacy of your efforts relative to employee engagement. The resultant employee opinion baseline is developed to give you a starting point to understand the current environmental temperature of your workforce. It includes a survey (administered electronically), to allow a safe and anonymous way for your employees to provide feedback regarding their workplace experience, and detailed reporting to allow you to dissect the results in the way that is most meaningful to you and your leadership. The survey demographic includes all employees, and based on the organizational information listed online, we estimate there will be 50 reports produced from the results. As with Succession Planning proposed above, the results will likely produce valuable inputs and provide additional insights in the efforts to create talent management programs anal practices that promote greater employee engagement. The Approach and Timeline is presented below in Diagram 5 for your review: iagrua° 5: Employee Opinion Survey rurvey Survey Design Distribution Activities: Define employee population to receive survey (gather emails) Define demographic breakdowns for reporting results • Review and adjust survey questions to fit City of Fayetteville needs Gain agreement on how results will be utilized an by whom Deliverables: • Customized employee opinion survey Activities: • Develop employee communication Gain approvals on communication Communicate with employees Distribute survey (online) Deliverables: • Communication and distribution of employee opinion survey Step 3: Reporting Activities: • Compile survey results • Prepare management reports Present employee opinion results to ELT Deliverables: • Management Reports on employee engagement Activities: • Break down reports by agreed manager Identify manager goals Define metrics to measure goals • Identify programs, policies, practices to positively impact employee engagement Deliverables: Employee engagement goals 3) Employee Engagement/Employee Retention/Leadership Development: Generational Dynamics Workshops address today's multigenerational workplace where four (and soon to be five) generations with vastly differing expectations are operating in the same workspace for the first time in history. The workshops are developed to equip participants with knowledge, skills, and understanding to address generational diversity with respect and professionalism. Utilizing self-assessment tools (Birkman® or DISCO), coupled with textual content to help participants grow personally and professionally, and 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 7 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting Ahnimisha Consulting, LLC Proposal Response interactive exercises to apply what they learn, participants gain hands-on insight into generational differences and learn how to work well with everyone in today's multigenerational workforce. Workshops are either 2 or 4 hours in duration and may be configured for specific audiences and purposes including: • Leadership Development —for supervisors and managers with multigenerational staff • Millennial Retention —for executives, managers, and supervisors who want to better connect with millennial staff or customers • Next Generation Workshop —for millennials who want to better connect with Baby Boomers, Gen Xers, and Traditionalists 4) Workforce Development Training: Personal Awareness Workshop for emerging leaders, staff, or team members who want to develop personal awareness to grow personally and professionally. The focus for this workshop is understanding your personal style, motivation, and expectations. The workshop utilizes an assessment tool (Birkman® or DISCO), that is administered online prior to the workshop. Workshop participants focus on individual results and participate in exercises developed to provide insight into how they view themselves and others while also learning how to better understand and address differences. The group will participate in discussion exercises developed to facilitate an understanding of how to apply learnings to past, present, and future situations relevant to the workplace. Step 2 (Part 2): Key Deliverables and Project Resources Deliverables: 1) Reference Succession Planning Approach and Timeline 2) Reference Employee Opinion Survey Approach and Timeline 3) As defined in Workshop details Project Resources (Succession Planning): City of Fayetteville — Executive Leadership Team Members and Department Leadership Ahnimisha Consulting — Abby Foster, College/University Intern Project Resources (Employee Opinion Survey): City of Fayetteville — H.R. Director Ahnimisha Consulting—Abby Foster, Ana Antoni Woods (Alliance Partner) STEP 3: IMPLEMENT PROCESS ADJUSTMENTS As described above, when deliberately incorporated into the strategies and processes of talent -related activities (programs, policies, and practices), the City's Talent Management Strategy becomes tangible. For the strategy to be Institutionalized and the benefits realized in the normal course of business, however, the newly developed strategies and processes must be implemented. This will require a focused effort starting with an Impact/Gap Analysis and including Project Planning and Management and Employee Communication activities as described below: Impact/Gap Analysis: Utilizing the Desired State defined in Step 2, Ahnimisha will gather data on the current activities and perform a gap analysis to determine where current processes should be adjusted to 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 8 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response better integrate the newly established Talent Management Strategy. From job descriptions to performance reviews and training budgets, adjustments to established talent management activities are necessary to implement the Strategy. Utilizing the findings from the gap analysis, Ahnimisha will identify the organizational, cultural, and to the extent possible, financial impacts of implementation. Working closely with the H.R. Director and other members of the executive leadership team as necessary, we will provide a comprehensive view of the impacts and benefits associated with the proposed changes. Project Planning: With outcomes from the Impact/Gap Analysis described above, Ahnimisha will identify the milestones, activities, sequencing, and timing to implement the process adjustments and changes identified. Working in collaboration with the H.R. Director, we will estimate internal and external project resources and develop a plan to implement the recommended (and approved) adjustments to talent management programs, policies, and practices. Manager and Employee Communication: Just as the effectiveness of a Talent Management Strategy requires executive level endorsement, adjustments to programs, policies, and practices need to be understood, embraced, and "actively practiced" to achieve the desired outcomes. Transparency is critical to success; and in this step of our approach Ahnimisha will develop presentation materials and facilitate interactive communication meetings as outlined in the following paragraphs. Specific to middle and senior -level managers, transparency is critical to buy -in. For this level of management, Ahnimisha is proposing to facilitate interactive communication meetings where the presenter is a member of the executive leadership team. These sessions will provide detailed information (developed in collaboration with the H.R. Director and the Communications & Marketing Director), on the Talent Management Strategy, its purpose, the desired outcome, the impact analysis, and impending implementation. The intended outcome of these sessions is for managers to fully understand the new expectations for how they should manage talent along with the consequences for doing that well or poorly. The session is interactive to allow managers to voice support and/or concerns and provide feedback for the executive leadership's consideration. The interactive venue allows open and honest communication which promotes active engagement and buy -in. For employees who are not currently in management roles, we are proposing communication meetings that are facilitated and led by the managers referenced above. Working in collaboration with the H.R. Director and the Communications & Marketing Director, Ahnimisha will develop communication materials for managers to utilize in their meetings. Information gathered from the interactive managers' meetings will be used to craft FAQs with corresponding responses, for the managers' use. Step 3: Key Deliverables and Project Resources Deliverables (per Process): 4) Impact/Gap Analysis 5) Implementation Activities and Timeline 6) Manager and Employee Communications 7) Communication Materials 8) Possible Issues and/or Roadblocks Project Resources: City of Fayetteville — H.R. Director, Process Stakeholders, Communications & Marketing Director Ahnimisha Consulting—Abby Foster, College/University Intern Implementation — Internal and third -party resources as dictated by the project size scope 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 9 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting TIMELINE AND DELIVERABLES Ahnimisha Consulting, LLC Proposal Response The proposal timeline is an estimate and may need to be adjusted for factors such as availability of client resources, cyclical blackout dates, and other unforeseen factors outside the control of either party. As depicted below, each step in the project includes specific activities and deliverables, with time intervals included for iterative processes, client reviews, and general availability of data and resources. As shown in Diagram 6 below, the proposed activities and deliverables are spaced sequentially and sequenced such that each Step in the approach provides inputs to the subsequent approach. By design, the methodology is comprehensive, systematic, and tailored to allow for the City's culture, organizational design, and resource availability. As we progress through the project, we will be able to efficiently back up if necessary and make appropriate adjustment for defining information not previously discovered. Activities Deliverables Timeline • Identify interview questiom s Talent Management Strategy-6weeks • Conduct individual interviews with Exec. Leadership team - philosophy • Compile results EEExpertati.- • Conduct strategy components workshop Mgmt. Practices • Compile workshop results • Conduct talent mgmt. strategy workshop • Identify interview, questions Dehvenibles are by Process Area • Conduct tnterwewswith key stakeholders (ELT$llpelvisors, DeshcciRate — 6weeks Managers, Employees Best Practices • Identify and request current process information Metrics • Compile data and interview results bypro( es,� • Define desired state by process (i°'draft) • Conduct focus group mcetirg, Adjust/Confirm desired state • Present dcslredstate to ELT for approvai Conduct impact/papirtqut"ritati0o pl oandasY analysis by proeess . tmp[emcn[ati0n p9an Aztd • Document issues and roadblocks -8 weeks timrlinr • Identify project timeline, resources, milestones, priorities, Miri'lect andennotoyce and reporting requirements • Operations€i:e new processes C69T+munrtatipn5 • Ccmmunirariort matrrruty hsues and roadblocks ���.. ...o.. s'�r rx:�:r.,,-rtori�,ute%m sair�s:�•ans „vcshlra:v corn r,r,epr+�a:r 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 10 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting PROFESSIONAL SUPPORT Ahnimisha Consulting, LLC Proposal Response Ahnimisha Consulting is an independent H.R. Consulting, Training & Development, and Workforce Effectiveness professional. As such, we have certification in and utilize certain professional assessment tools in the delivery of our services. While we are assessed a fee on most of the assessment tools we bring to bear on behalf of our clients, we have been granted free (unlimited) access to the DISC Assessment through co Nexus Solutions headquartered in Siloam Springs (a trusted Alliance Partner). The DISC Assessment is utilized for Team Development, Leadership Development, and Personal Awareness, and measures our Preferred and Adaptive style relative to Decision Making, Motivation, and Behavior. 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 11 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting QUALIFICATIONS, EXPERIENCE, and AVAILABILITY Ahnimisha Consulting, LLC Ahnimisha Consulting, LLC Proposal Response Ahnimisha Consulting specializes in solutions for Workforce Effectiveness. We deliver workshops, training seminars, professional coaching, and human resource consulting services utilizing proven tools and techniques to help companies maximize the efforts of every employee in today's multigenerational workforce. Ahnimisha was founded in 2010 and is an independently -owned, Woman -Owned Smoll Business. Workforce Effectiveness is our passion and we take pride in our ability to optimize results for our clients with seamless resource integration, deep subject matter expertise, and proven tools and techniques. Our Services As depicted below, we deliver Workforce Solutions in the key areas of Next Generation Strategy, Leadership Development, and Human Resource Strategies and Processes: AHNIMISHACONSULTING SERVICES 1o,: Optimize results and create competitive advantage when you bridge generation gaps and leverage the skills and expertise of alIf our generations in the workforce today. Ahnimisha Consulting brings insight and expertise to help your organization understand and respect the vastly differing behaviors and expectations of each unique generation in today's workplace. Services Include: • Generational Awareness Training • Next Generation Workshop (millennials) • Millennial Retention Workshop (executives, managers • Millennial R.E.G.sV (policies and practices and supervisors) review) • Millennial BaseHnefl (millennial satisfaction analysis) Forthe first time in history, there arefour generations in the workforce with vastly differing behaviors and expectations, resulting in never -before -seen challenges far today's leaders. Ahnimisha Consulting offers professional development services andtrainingfor individuals and groupsto help leaders grow professionally as they seek to maximize the efforts of everyone in the workforce. Services Include: • Professional Coaching (Certified Birkman' Consultant) • Multigenerational Team Training • Generational Awareness Workshops • Millennial Leadership Program )high -potential millennials) To be an effective business partner, the HR professional must be Strategically Focused, Totally Invested, Financially Savvy and constantly Pursue Eminence. Ahnimisha providesthe tools and trainingfor HR professionalsto deliver strategic direction and quantifiable results that your executive team will value. Services Include: • Human Capital Business Partner Training • Succession Strategy and Plan • Staffing Strategy • Staffing Optimization Model 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 12 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting Ahnimisha Consulting, LLC Proposal Response In addition to the services depicted above, Ahnimisha's founder is a Certified Birkman' Consultant, and holds additional certifications in the MERIT' Profile, and DISC' Assessment tools; which are utilized in Professional Coaching, Leadership Development, Outplacement and Conflict Resolution engagements. As a Certified Personal Leadership Effectiveness Coach and Trainer, Ahnimisha is engaged with Inseitz Group, LLC, to deliver the Women's Empowerment Personal Leadership Effectiveness program to Rising Female Leaders in Northwest Arkansas. Our Clients Ahnimisha's clients are headquartered in Texas and Arkansas and represent several industry sectors (listed below). • Government • Nonprofit • Healthcare Resources and Availability • Energy • Tax and Audit Services • Banking • Transportation • Construction Ahnimisha Consulting is a sole proprietorship and a growing business. We promise our clients seasoned C,'Pcrtc_-c -nd %%,c n..mcr cf '1!! .Cncc P2rtnCr.- tc n==2 ,%,c .nrn_,r..n nn..onrrx+o n}� peri+N the same deep subject matter expertise and seasoned success we deliver personally. In addition to our Partners, Ahnimisha is positioned to hire interns from NWACC and the University of Arkansas; and is currently working to hire two interns in the spring. Our Alliance Partners are listed below for your review: • MAJ Consulting, Inc. (see Project Resources) • Inseitz Group, LLC • coNexus Workforce Healthcare Solutions • XBig6.Com (xbig6com, LLC) Resource planning is critical to Ahnimisha's success, and we are deliberate in our approach to planning and identifying resources to serve our clients. From the college intern who provides administrative support behind the scenes, to the seasoned professionals who work collaboratively with us to plan and execute complex projects, we hire experts who are well-positioned to meet our client's needs. 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 13 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response Abby G. Foster Managing Principal About Abby Foster Abby Foster is the founder and managing principal of Ahnimisha Consulting. Foster has over 25 years of corporate and nonprofit experience, and is a generational dynamics trainer, Human Capital consultant, and Executive Coach with certification in the Birkman° method, MERIT® Profile, and DISC°. Before launching Ahnimisha Consulting, Foster held a number of senior leadership positions in high-profile companies, such as Deloitte Consulting, Exult, Inc. (now Aon Hewitt), and Baker Hughes, Inc. Foster has built a repertoire for business success with market eminence as a thought leader, and is known for her ability to motivate and inspire organizations to embrace workforce diversity, remove barriers, and build highly functioning cross -generational work groups. Former corporate and consulting positions include the following: DELOITTE CONSULTING, LLP - Director, Human Capital Consulting Practice Responsible for Building and Maintaining C -Suite Relationships with Human Capital and Finance executives, and for selling and delivering on engagements managing to client expectations while also meeting internal P&L requirements. Provided deep subject -matter expertise in Outsourcing, Process Optimization, Delivery Model Design, and Strategic HR for clients in the Oil and Gas, Financial Services, and Healthcare sectors. • Led HR BPO Contract Negotiations for large, public insurance company, providing expertise in HR BPO industrytrends, advice on strategic focus for HR Operations, and negotiating positioningfor Procurement; created a "team" environment where HRIT, HR Operations, Security and Risk, and Procurement were aligned and working together to ensure a cohesive, effective outcome. • Led Multi -Functional Business Development Team effort resulting in a $20M engagement with a multi- national financial services company for global redesign of their finance and HR organizations. Developed HR Strategy and Service Delivery Model for utility company, streamlining administrative HR processes and implementing strategic HR focus; identified business needs and provided expertise positioning HR to meet the needs of the business while maintaining an appropriate HR to Employee ratio and HR Spend per Employee measurement. EXULT, INC. (acquired by Hewitt Associates/Aon Hewitt) - V.P. Client Sales and Accounts Managed C -Suite relationships in the sales and delivery of long-term contracts for customized HR Administrative services to Fortune 500 clients, with accountability for end to end delivery from contract negotiation to client satisfaction. Responsible for Contract Negotiation, Service Delivery, and Client Reference -ability for a Portfolio of Accounts valued at approx. $700M, including clients such as British Petroleum (US), Pactiv Corporation, Tenneco Automotive, TXU, Air Canada, McKesson Corporation, Prudential Financial, Unisys, Baylor Medical, and Capgemni. • Provided leadership and business acumen in the start-up and growth of Exult, Inc., launching the end- to-end pure play HR BPO industry with IPO in 2001; grew company to $500 million in annual revenues, 2,400 employees and eight operating centers on four continents. • Developed client -specific multi -center onshore/offshore delivery models meeting client budget needs while also achieving ROI measurement, resulting in 100% client reference -ability. • Implemented India service center with C -suite client engagement, hosting Sr. Executives at Exult's Mumbai service center, resulting in Sr. Executive buy -in and supporting change management initiatives. • Represented Exult to market analysts and published insights and information on Business Process Outsourcing, resulting in client confidence and market -eminence designation. 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 14 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting About Abby Foster (continued) Ahnimisha Consulting, LLC Proposal Response BAKER HUGHES, INC. - Project Renaissance Core Team Lead/Shared Services Director Led global process redesign of Finance, HR, and Manufacturing (A/P) including ERP system selection (SAP) and implementation. Led Design and implementation of Finance, HR, and IT shared services business unit serving Baker Hughes North America business units. Managed C -suite and executive level relationships, securing engagement and support for the newly developed shared services organization. • Developed and implemented best practices in administrative processing, common data repositories, enhanced and streamlined financial reporting, and intra/intercompany transaction efficiencies across U.S., Europe, Great Britain, Africa, Asia, Middle East, and South America. • Implemented 125 -person organization serving 15,000 employees, providing career path definition for administrative staff, and resulting in 50% reduction in administrative costs. • Additional roles held over 10 -year tenure include Cost Accounting Manager, General Accounting Manager, Assistant Controller 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 15 of 16 afoster@ahnimisha.com City of Fayetteville Ahnimisha Consulting, LLC RFP 18-03, Organizational Development Consulting Proposal Response PRICING and FEES Pricing is itemized below by proposed project or solution. Pricing is fixed fee, inclusive of materials, incidentals, mileage, etc. An hourly rate is included, as requested, for additional work not included in the RFP scope of work. 1) Strategies and Processes $50,000 • Define Strategy • Define Processes • Implement Processes Pricing provides for Scope of Work included in the RFP as follows: • End to end project ownership for.... o Workforce Development Training o Employee Engagement o Next Generation Leadership o Cultural Integration • Consulting hours included for.... o Sourcing o Recruiting o Onboarding o Customer Service Training o Quality Process Improvement 2) Succession Planning $20,000 Pricing is per department 3) Employee Opinion Baseline Project $20,000 4) Consulting Rate $125/hr. 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 16 of 16 afoster@ahnimisha.com City of Fayetteville RFP 18-03, Organizational Development Consulting Ana Antoni -Woods Founder/CEO MAJ Consulting, Inc Ahnimisha Consulting, LLC Proposal Response Project Personnel: Ana Antoni Woods Professional Summary: Ana Antoni Woods is a human resources consultant with significant managerial experience in all areas of Human Resources. Ana specializes in compensation, benefits, performance management, HR training, HR process improvements and employee opinion surveys. She is fluent in Spanish, and highly recognized for managing organizational change and aligning human resources to support business strategies. An energetic, results -oriented professional with personal values focused on customer satisfaction, integrity and collaboration, Ana is best known for providing practical solutions to her clients. She has traveled, lived and worked throughout Latin America and now lives in Houston, Texas with her husband and son. Experience and Expertise: Ms. Woods has over twenty-five years of experience in human resources management. The last thirteen years she has provided consulting services to global employers including: • Qnarhp rl�rnn Ya}jnn Baker Hughes • Cooper Cameron • Conscious Pursuits • Computer Sciences Corporation • Flotek Industries • Grant Prideco W- 11;hiir+ten I-normI Car„{ror • The Hannover Company • Hydril ■ Monroe Energy • NOV IntelliSery • Spherion Corporation • St. Luke's Episcopal Hospital Ana has conducted human resources audits and designed and produced customized compensation and benefits surveys. She has coordinated the start-up of HR operations in Latin America, designed and implemented performance incentive plans and conducted/facilitated HR, Change Management, Supervisory and Work Process training in English and Spanish. Education: Ms. Woods earned her degree in Psychology from the National University Pedro Henriquez Urena in Santo Domingo, Dominican Republic, where she graduated magna -cum -laude. She immigrated to the United States in 1982 and immediately began working in the field of Human Resources, where she held managerial and director level positions, accountable for worldwide HR practices. Project Position: Employee Opinion Survey creation, data analysis, reporting Tenure with Ahnimisha Consulting: Alliance partnership since 2016; Colleagues since 1990 Estimated Project Hours: 120 Billable Hourly Rate: $125 17 Ila Lane 832.922.1164 Bella Vista, AR 72714 Page 1 of 1 afoster@ahnimisha.com IN 4-4 Z BIRKMANO i Reaching Furth er 14 r \ � CO Q � (Zs 0 Q a a X y — \ k m 6 U 7min 2 � @ � n ?�\y3 2&22 » � 'cu co � E :'222 m a k \ �:N ] @ x z 2 'z 0 � j z 2 4 3 2 / 4- x c 0 \E Q /E z E @ 77 :k � ` C) % 2 2 •2 7 § m £ (§ v - o R G r " c L PKN DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE Ro45 1/11/2018 THIS CERTIFICATEIS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). VILLAGE INSURANCE INC/PHS wc, o, EU: ( 8 6 6 ) 467-8730 N, (888) 443-6112 592281 P: (866) 467-8730 F: (888) 443-6112 gDRIESS: PO BOX 33015 INSURER(S) AFFORDING COVERAGE NAICfl SAN ANTONIO TX 78265 INSURER A: Hartford Fire & Its P&C Affiliates 091 INSURED INSURER B INSURER C ABBY FOSTER DBA AHNIMISHA CONSULTING INSURER 17 ILA LN INSURER E BELLA VISTA AR 72714 INSURER F. COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR,IDOL LTR TI'l'E OF l�\'SURA.\CE \, SUBR 4111 POLI POLICI'EFF (,IL1//DU/I,m,I POLICY EN!' LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES lEa occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY 5 GENERAL AGGREGATE 5 GENAL HGgTE LIMIT APPLIES PER: POLICY PRO- LOC JECT PRODUCTS - COMP/OP AGG g OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT _ (Ea accidenD BODILY INJURY (Per person) ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) PROPERTY DAMAGE HIRED NON -OWNED AUTOS ONLY AUTOS ONLY (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS LIAB d CLAIMS -MADE AGGREGATE DEq RETC14TI "S II()RHER.S COIIPI;\',S.ITIO.V A\DGIIPLOVER.S'LLIBILITP ar PER I OTH- STATUTE ER E L. EACH ACCIDENT ''100, 000 - - ANY PROPRIETOR/PARTNERIEXECUTIVE YIN A OFFICERIMEMBER EXCLUDED? (Mandatory in NH) ❑ NIA 38 WBC AR7697 09/06/2017 09/06/2018 EL.DISEASE- EAEMPLOYEE x'100, 000 If yes, describe under DESCRIPTION OF OPERATIONS below $ E.L- DISEASE -POLICY LIMIT 500,000 I -Uj: I I I DESCRIPTION OF OPERATIONS /LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION City of Fayetteville Les McGaugh, Purchasing Agent 113 W MTN FAYETTEVILLE, AR 72701 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE U ,6� X L G1 rzt _,Z 5 ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD f A "*� A 1�L AH City of Fayetteville, Arkansas Purchasing Division — Room 306 U L= 1L� - L� 113 W Mountain Fayetteville, AR 72701 Phone: 479.575.8220 TDD (Telecommunication Device for the Deaf): 479.521.1316 REQUEST FOR PROPOSAL: RFP 18-03, Organizational Development Consultant DEADLINE: Wednesday, February 07, 2018 before 2:00:00 PM, local time RFP DELIVERY LOCATION: Room 306 —113 W. Mountain, Fayetteville, AR 72701 PURCHASING AGENT: Les McGaugh, Imcgaugh@fayetteville-ar.gov DATE OF ISSUE AND ADVERTISEMENT: Tuesday, January 02 & January 09, 2018 REQUEST FOR PROPOSAL RFP 18-03, Organizational Development Consultant No late proposals shall be accepted. RFP's shall be submitted in sealed envelopes labeled with the project number and name as well as the name and address of the firm. All proposals shall be submitted in accordance with the attached City of Fayetteville specifications and bid documents attached hereto. Each Proposer is required to fill in every blank and shall supply all information requested; failure to do so may be used as basis of rejection. Any bid, proposal, or statements of qualification will be rejected that violates or conflicts with state, local, or federal laws, ordinances, or policies. The undersigned hereby offers to furnish & deliver the articles or services as specified, at the prices & terms stated herein, and in strict accordance with the specifications and general conditions of submitting, all of which are made a part of this offer, This offer is not subject to withdrawal unless upon mutual written agreement by the Proposer/Bidder and City Purchasing Agent. Name of Firm : Ahnimisha Consulting, LLC Contact Person: Abby G. Foster Title: Managing Principal E -Mail: afoster@ahnimisha.com Phone Business Address: 17 Ila Lane City: Bella Vista Signature: City of Fayetteville, AR RFP 18-03, organizational Development Consultant Page 1 of 22 State: AR 832.922.1164 Zip: 72714 Date: February 2, 2018 City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION B: Vendor References The following information is required from all firms so all statements of qualification may be reviewed and properly evaluated: COMPANY NAME: Ahnimisha Constilting, LLC: NUMBER OF YEARS IN BUSINESS: 17 TOTAL NUMBER OF CURRENT EMPLOYEES: NUMBER OF EMPLOYEES PLANNED FOR THIS CONTRACT LONG IN PRESENT LOCATION: 2.5 years FULLTIME PARTTIME FULLTIME 2 PARTTIME(Alliance Partners as proposed) PLEASE LIST FOUR (4) REFERENCES THAT YOU HAVE PREVIOUSLY PERFORMED CONTRACT SERVICES FOR WITHIN THE PAST FIVE (5) YEARS (All fields must be completed): 1. BriggsVesella_Co. COMPANY NAME Houston, TX 77046 CITYSTATE, ZIP Tsy Johnson, Director Or anizational Development CONTACT PERSON 713.353.1943 TELEPHONE 713.667.1697 FAX NUMBER _ iolinson@bvccpa.com E-MAIL ADDRESS 3. City of Fayetteville, Water and Sewer Departrnent COMPANY NAME Fayetteville, AR 727.01 CITY, STATE, ZIP Tim Nyander, Utilities Director CONTACT PERSON 479.575.8390 TELEPHONE 479.684.4730 FAX NUMBER tnyander@fayetteville-ar.gov E-MAIL ADDRESS City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 14 of 22 2. _ Inseitz Groin, L7_ COMPANY NAME Rogers AR 72756 CITY, STATE, ZIP Becky Paner_tz. Phd. CONTACT PERSON 479.586.8704 TELEPHONE N/A FAX NUMBER beclgpaneitz@inseit/,.g up�com E-MAIL ADDRESS 4. coNexus Healthcare Workforce Solutions COMPANY NAME Springdale, AR 72762 CITY, STATE, ZIP Jimmie Bilby I11, CEO CONTACT PERSON 479.871.3602 TELEPHONE N/A FAX NUMBER jbitby@cone,yussolutions.com E-MAIL ADDRESS City of Fayetteville RFP 18-03, Organizational Development Consultant SECTION D: Signature Submittal — Required with all responses Proposers shall include this form completed in its entirety with RFP response. This form shall not count towards page limitations set forth in the RFP. 1. DISCLOSURE INFORMATION Proposer shall disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: 1) NO KNOWN RELATIONSHIP EXISTS 2) RELATIONSHIP EXISTS (Please explain): Delivery of H.R. consulting services I certity that; as an otticer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein are accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non -Discrimination requirements and conditions of employment. 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Corporate Name of Firm: Ahnimisha Consultigg, LLC Primary Contact: Abby Foster Title of Primary Contact: Managing Principal Phone#1 (cell preferred): 832.922.1164 Phone#2: E -Mail Address: afoster@ahnimisha.com 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject vendor to disqualification. City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 21 of 22 ADDENDUM NO. SIGNATURE AND RINTE AME DATE ACKNOWLEDGED Addendum #1 Abby G Foster January 26, 2018 —1—kez. 4. PRICING: Pricing shall be attached as a separate form. Reference RFP for details on what all pricing shall include.. 5. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating in compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 "Debarment and Suspension" requires that all contractors receiving individual awards, using federal funds, and all sub -recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: Ahnimisha Consulting, LLC PHYSICAL ADDRESS: 17 Ila Lane Bella Vista AR 72714-4002 MAILING ADDRESS: 17 Ila Lane, Bella Vista, AR 72714-4002 PRINTED NAME: Abby G. Foster PHONE: 832.922.1164 E-MAIL: I/ SIGNATURE: / ' FAX: TITLE: M_anaginsz Principal _ DATE: Februag 2, 2018 DUNS#: 080742746 City of Fayetteville, AR RFP 18-03, Organizational Development Consultant Page 22 of 22 TAX ID: 82-1755235