STRATEGIC PLAN REFINEMENT CONSULTANT REQUEST FOR PROPOSALS … · 2020. 8. 24. · 2015-2020...

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First5LA.org STRATEGIC PLAN REFINEMENT CONSULTANT REQUEST FOR PROPOSALS (RFP) Informational Webinar September 5, 2018

Transcript of STRATEGIC PLAN REFINEMENT CONSULTANT REQUEST FOR PROPOSALS … · 2020. 8. 24. · 2015-2020...

Page 1: STRATEGIC PLAN REFINEMENT CONSULTANT REQUEST FOR PROPOSALS … · 2020. 8. 24. · 2015-2020 Strategic Plan. The five-year plan focuses on investing in six key areas: Research and

First5LA.org

STRATEGIC PLAN REFINEMENT CONSULTANT

REQUEST FOR PROPOSALS (RFP)

Informational Webinar September 5, 2018

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Welcome & Introductions

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Programs Division • Christina Altmayer, Vice President of Programs

Contract Administration & Purchasing Department • Inesa Papazyan, Contract Compliance Officer

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Webinar Overview

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1. First 5 LA Overview 2. Project Overview 3. Scope of Work 4. Eligibility Requirements 5. Desired Qualifications 6. Selection and Review Process 7. Terms of the Project 8. Application Process 9. Required Documents 10. Timeline 11. Addendum 12. Q & A

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First 5 LA Overview

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First 5 LA is a leading early childhood funder and advocacy organization created by California voters to invest Proposition 10 tobacco tax revenues in Los Angeles County.  

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First 5 LA Overview

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• First 5 LA is a public agency that is guided by our

2015-2020 Strategic Plan. The five-year plan focuses on investing in six key areas: Research and Development, Public Policy and Advocacy, Service Delivery System Improvement, Provider Training, Community Capacity Building and Communication's.

• First 5 LA’s four target outcome areas: Families, Communities, Early Care and Education Systems and Health System Related Systems.

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• First 5 LA is seeking a consultant to work with and support staff in the review and refinement of the current FY 2015-2020 Strategic Plan.

• Refinement process is anticipated to launch in January 2019 and conclude by November 2019.

Project Overview

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The proposed Strategic Plan refinement process is anticipated to encompass three major phases: • Review how our strategies have been and are being

implemented to achieve our targeted outcomes and the resulting learnings.

• Reflect on how changes in the landscape and our own implementation experience can inform our approach to achieving our targeted outcomes.

• Refine our strategies to incorporate learnings from our own experience in policy and systems change work and our assessment of strategic opportunities to achieve our targeted outcomes

Scope of Work

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Procurement Process

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Required: Applicants shall meet the following criteria: 1) Capacity to have an established staff presence and office in California. 2) Capacity to work in Los Angeles County.

Eligibility Requirements

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• Proposers must have the experience, knowledge,

skill and availability necessary to execute a successful strategic plan refinement effort.

• Proposers must demonstrate that they have the

capacity to dedicate the management resources and staff to support the project and the deadlines required, including completing of the refinement process by a non-negotiable date of November 2019.

Desired Qualifications

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Terms of the Project

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• The Commission expects to enter into a 12-15 month contract with the selected contractor with an anticipated start date of January 7, 2019. This is expected to be a fixed-fee deliverables-based contract for a total not to exceed of $275,000.

• The Scope of Work and Budget will negotiated with the selected

contractor and subject to approval by First 5 LA’s Board of Commissioners. Once negotiated, payments will be based on a fixed price that is not subject to any adjustment by reason of costs experienced by the contractor in the performance of the contract.

• The selected consultant will be paid upon completion of each deliverable

by First 5 LA. The selected consultant may be asked to revise draft deliverables and payment will be linked to submission of final deliverables subject to First 5 LA approval. Travel costs will be negotiated with First 5 LA upon selection of the finalist.

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Selection Process: Phase 1

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• Level 1- Administrative Review • Level 2 - Review of Qualifications

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Online Application: In order to respond to this RFP, proposers must complete an online application form and submit all required documents specified below through the online application system. Proposers must set-up an online account in order to access the application form. Instructions on setting up the account and access the online application may be found at http://www.first5la.org/index.php?r=site/article&id=4036. All documents under Phase 1 must be submitted through the online application system by September 14, 2018 at 5 p.m. PT.

Phase 1: Required Documents

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• Online Application • Statement of Qualifications • Project Organization & Resumes • Work Samples • Litigation and Contract Compliance Form • Business License (if applicable)

Phase 1: Required Documents

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Selection Process: Phase 2

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• Level 3- Bidder’s Conference and Proposal Review • Level 4 – Interview

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Reference Checks (Optional)

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• Reference checks may be completed and information obtained will complement the results from the interviews and may affect the selection of the proposer.

• First 5 LA must be able to contact 2 references provided by the proposer.

• If 2 references cannot be reached, First 5 LA may deem the proposer ineligible.

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• Revised Narrative Application • Scope of Work: Using Appendix B • Fixed-Fee Budget: Using Append C • Budget Narrative • Revised Project Organization Information • References: Using Appendix D

Phase 2: Required Documents

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Scope of Work: Appendix B Complete the Scope of Work template (Appendix B) and describe the objectives, activities and related deliverables based on the response in the Revised Narrative Applications for a 12-15 month period beginning January 2019. Further detail on the scope of work will be provided at the Bidder’s Conference.

Required Documents

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Budget: Appendix C Provide the proposed fee for each proposed deliverable outlined in your Scope of Work using (Appendix C). The proposed budget should be reflective of the entire project period of 12-15 months.

Required Documents

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Budget Narrative: Must submit a budget narrative using to accompany the budget. The budget narrative should explain the included costs over the 12-15 month period and justify the estimated hours by staff, including rate of pay, associated with completion of proposed deliverables.

Required Documents

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Application Process

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• Omission of any document/form may constitute an incomplete proposal and will be grounds for disqualification.

• Applications that fail to adhere to First 5 LA’s page limitation requirements will be adjusted by the removal

of page(s) from the application. Pages will be removed before the Level 2: Review of Qualifications. The removed page(s) will not be made available to reviewers.

• Failure to submit all required documents may constitute an incomplete proposal and may be

grounds for disqualification. • Proposers are responsible for any errors and omissions in their proposals and applications. It is the

responsibility of the proposer to ensure, prior to submission, that its proposal reflects the requirements of this solicitation.

• Applications received after the deadline will not be considered. • Applicants should not wait to submit documents through the online application system minutes before the

closing time. First 5 LA will not be responsible for any delays proposers may encounter with the online application system due to multiple proposers uploading documents before the closing time.

• First 5 LA shall not be liable for any costs incurred in connection with a proposer’s preparation of a

proposal in response to this RFP. Any cover letters, résumés and curriculum vita, including attached materials, submitted in response to this RFP shall become First 5 LA’s property and subject to public disclosure.

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Addendum Please check the website regularly for updates and addenda. • First 5 LA has the right to amend this solicitation by written addenda. First 5

LA is responsible only for that which is expressly stated in the solicitation document and any authorized written addenda thereto. Such addenda shall be made available via the online funding center. Failure to address the requirements of such addenda will result in the proposal not being considered, at the sole discretion of First 5 LA. Addenda to this solicitation, if any, will be posted on First 5 LA’s website.

• It is the responsibility of proposers to ensure, prior to submission, that their application reflects the most recent information and RFP requirements

Addendum

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Timeline

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ACTIVITY DATE

RFP Released August 30, 2018

Information Session September 5, 2018

Final date to submit questions and requests for additional information September 6, 2018

Posting of responses to questions September 7, 2018

Proposal Due September 14, 2018

Mandatory Bidder’s Conference October 3, 2018

Revised Proposal Due October 12, 2018

Interviews October 22-23, 2018

Contractor Selected October 29, 2018

Board of Commissioners Approval November 8, 2018

Anticipated Contract Start Date January 7, 2019

We are here

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Q&A [email protected]