Request for Qualifications for
As-Needed Executive and Management
Development and Employee Training Consulting
Services
Contract No. 50119
Pre-SOQ Conference
Wednesday, February 8, 2017 at 10:00 A.M.
Conference Room 28R
AGENDAWelcome and Introductions
Airport Overview
RFQ Schedule
Scope of Work
Submission Requirements
CAU Overview of Process
CMD Overview of Process
Questions and Comments
SFO at a Glance: 30,000 ft. View
Quick Facts:
• 53,106,505 passengers in
2016
• 145,497 daily Passengers
• 58 Airlines
• 5,151,636 Square Feet
• 5171 acres
• Over 37,000 Employees
• 1,702 City and County of
San Francisco
Commission Employees
CCSF Airport Commission Employees
Division Employees
Administration and Policy 113
Business and Finance 97
Director's Office 21
Facilities 932
Marketing and Communication 32
Operations and Security 333
Planning, Design & Construction 173
Grand Total 1701
RFQ ScheduleRFQ is issued by the City Wednesday, January 25, 2017
Pre-Qualification conference Wednesday, February 8, 2017
10 a.m.
Deadline for submission of written questions
or requests for clarification Wednesday, February 15, 2017,
3:00 p.m.
SOQ’s due Wednesday, March 8, 2017, 3:00 p.m.
Send Comments to:
Robertson Erskine
SFO Learning and Development
International Terminal Building 4th Floor
San Francisco International Airport
P.O. Box 8097
San Francisco, CA 94128
Addenda to RFQ
http://www.flysfo.com/business-at-sfo/current-
opportunities
Check for Updates!
Scope of Work
Subject Area 1 – Executive Leadership
Coaching and Strategic Management Training
Subject Area 2 – Leadership, Management,
and Innovative Employee Development
Training
Subject Area 1 – Executive Leadership Coaching
and Strategic Management Training
1. SFO Competency Model
Leading Others
Leading the Organization
Self-Leadership
Avoiding Derailment
factors
Strategic Management Skills
Aviation and Airport strategic planning
Aviation financial management and analysis
Execution in a civil service environment
Strategic innovation in the public sector
Change management
Emotional Intelligence
360 Evaluations
DiSC Evaluations
Advanced communications skills
Negotiation skills.
Provide as-needed individualized coaching for senior and managerial
staff
Subject Area 2 – Leadership, Management, and
Innovative Employee Development Training
Development and delivery of innovative seminars, retreats,
workshops, and training courses as part of the airport
management development and employee development
programs.
Present and design innovative industry techniques on
delivering instructional materials using online, blended, on-
the-job, micro learning, and other innovative delivery
methods. Firms may develop and deliver training in the
following topical areas/curriculum
Subject Area 2 – Leadership, Management, and
Innovative Employee Development Training
Business Enhancement skills
Problem solving & Critical
thinking skills
Entrepreneurial mindset
Business writing skills
Diversity and Inclusion
Financial analysis
Customer Service in the
civil service environment
Time management skills
Continuous Improvement
Interpersonal Skills
Emotional Intelligence
Interpersonal Communication
Everything DiSC Workplace and Management
Booth 360
Conflict resolution
Listening
Accountability
Presentation skills
Negotiation
Subject Area 2 – Leadership, Management, and
Innovative Employee Development Training Leadership/Management and Supervisory Skills – Training with an emphasis on
techniques for developing leadership and governing the interaction between the leader
and their teams:
Team Management
Communication and Messaging
Innovation and Entrepreneurial Spirit
Executive Leadership
Succession Planning
Performance management program
Delegation
Change Management
Strategic Management
Upward Management
Submission RequirementsProposals must be received by 3:00 P.M. PDT, on Wednesday, March 8, 2017. Postmarks
will not be considered in judging the timeliness of submissions. Proposals may be mailed,
hand delivered, or sent by overnight delivery to:
Robertson Erskine
SFO Learning and Development
International Terminal building 4th Floor
San Francisco International Airport
P.O. Box 8097
San Francisco, CA 94128
Proposers shall submit five (5) hard copies (unbound, double-sided on 8.5 x11 in. paper) and one (1)
electronic version (USB Flash Drive or cd-rom), to the above address.
Proposals that are submitted by fax or by e-mail will not be accepted.
Fee SOQ must be submitted in a separate, sealed envelope
CMD forms- one(1) copy in a sealed envelope marked CMD Forms- RFQ 50119
Late submissions, including those submitted late due to mail or delivery service failure, will not be considered.
Content of Submittals
Introduction and Executive Summary – up to 2 pages
Statement of Minimum Qualifications – up to 2 pages
Project Approach – up to 8 pages
Firm Qualifications – up to 5 pages
References- up to 2 pages
Fee SOQ– Sealed envelope
Introduction and Executive SummarySubmit a letter of introduction and executive summary of the SOQ. The letter must include
the following:
• Exact name of the company submitting the SOQ, business address, and the name title and
business address of the responsible individual representing the principals of the firm,
team, and/or subcontractors, with his/her telephone number and email address. This
individual should also be the point of contact during the qualification evaluation period,
and for receiving notices from the city.
• A brief description of your firm. In the event the SOQs are submitted by teams, joint
associations, joint ventures or LLCs, include the names and addresses of the individual
firms comprising the team, joint association or joint venture. The letter must be signed by
a person authorized by your firm to obligate your firm to perform the commitments
contained in the SOQ.
• Submission of the letter will constitute a representation by your firm that your firm is willing
and able to perform the commitments contained in the SOQ. In the introduction,
applicants must specify which subject area(s) they are applying for.
Submission Requirements
Statement of Minimum Qualifications
Submission Requirements
Minimum Qualifications- List qualifications separately for each subject area.
Subject Area 1 – Executive Leadership Coaching and Strategic
Management Training:
Five (5) years of experience in the last 10 years conducting executive coaching.
Subject Area 2 – Leadership, Management, and Innovative Employee
Development Training:
1. Two (2) years of experience in the last ten (10) years in developing and
delivering seminars, retreats, and workshops.
AND/OR
2. One (1) year of experience in the last three (3) years developing instructional
materials using, online, blended, or micro learning.
Project Approach (up to 8 pages)
Submission Requirements
Subject Area 1-Executive Coaching and Leadership
Development:
Coaching Experience
Detailed description of Strategic Management Skills in
executive coaching that the firm has experience addressing in
coaching sessions.
Outline of executive coaching sessions for developing
executive-level skills.
Explanation of how multi-rater and individual feedback
techniques such as DiSC, Booth 360, or other assessment tools
are utilized in the coaching process.
Project Approach (up to 8 pages)
Submission Requirements
Subject Area 2- Leadership, Management, and Innovative
Employee Development Training:
For each of the three sub-sections:
1) Business Enhancement skills (Choose 2 subtopics)
2) Interpersonal skills (Choose 2 subtopics)
3) Leadership Management and Supervisory Skills (Choose 2
subtopics)
Describe how your firm would:
Develop, deliver, and evaluate at least two (2) of the topics in
each sub-section.
Project Approach (up to 8 pages)
Submission Requirements
Subject Area 2- Leadership, Management, and Innovative
Employee Development Training:
For one (1) of those topics, provide a detailed agenda for a one
(1)-day retreat or workshop.
Please include all presentation materials and handouts that
would be used to deliver the material and the length of time
required to develop these materials.
Firm Qualifications ( Up to 5 pages)
Submission Requirements
Firm Qualifications:
Name and contact information of Firm and Project Manager.
List of each person who will be providing the service to the city
and which subject area(s) they will be providing .
Include years of experience and applicable certifications
A one page description of not more than three projects per
subject area ( staff names, budget, schedule, project Summary)
A written assurance that the key individuals listed and identified
will be performing the work
Airport Industry experience is beneficial but not mandatory.
References ( Up to 2 pages)
Submission Requirements
Provide references for the lead consulting firm, including the name,
address and telephone number of three (3) clients that you have
worked with in the past two (2) years (preferably other public
agencies).
Reference checks may be used to verify the Respondent's
experience to the services the City is requesting and the quality of
services and staffing provided to prior clients, as well as adherence
to schedules/budgets and Respondent’s problem-solving, project
management, communication abilities, performance on deliverables
and outcomes, and effectiveness in meeting or exceeding project
objectives.
Fee Statement of Qualifications
Submission Requirements
Please provide a fee SOQ in a sealed envelope that includes the following:
a) Total fee for each of the disciplines identified in the Scope of Work with a
not-to-exceed figure; and
b) Hourly rates for all team members. Hourly rates and itemized costs may be
used to negotiate changes in the Scope of Work if necessary.
c) If this is a multi-year contract, the Airport may approve an annual
adjustment to the direct hourly labor rates effective July 1st, based on an
increase in the Consumer Price Index for the preceding twelve (12) months
for the San Francisco Bay Area.
Evaluation and Selection Criteria
Subject Area 1 (300 total pts.)
Coaching Experience 200
Firm Qualifications and Team 100
Subject Area 2 (300 total pts.)
Leadership Skills Training Approach 120
Detailed Agenda for 1 day retreat/workshop 80
Firm Qualifications and Team 100
CRITERIA POINTS
Maximum Possible Points per Subject Area 300
Selection Process
Commission Staff- Screen SOQ’s to make sure that they meet Minimum
Qualifications
Selection Committee-
Composition- expertise in coaching, leadership development instructional
design, employee engagement, and training
Committee will use scoring criteria on next slide to evaluate SOQ’s.
Only firms scoring 240 out of 300 or higher may be considered for Subject
Area Pool
Up to 6 firms in each subject area may be selected to be in the Subject Area
Pools
Qualifying for inclusion in the two (2)-year Pool does not guarantee a future
contract award for professional services. The duration of an awarded contract
will be up to five (5) years.
Selection Criteria
Established Pools
Once pools are established commission may do any of the
following:
1. Conduct Oral Interviews or request demonstration for specific projects
from any or all of the Pre-Qualified Consultants. Select one or more firms
to contract with at that time.
2. The Commission may seek specific scopes of work and sealed cost SOQs
from any or all of the pre-qualified consultants in the applicable Pool, and
will select a consultant with whom Airport staff shall commence contract
negotiations.
3. At its sole discretion, the Commission may alternatively select one firm
or team from the applicable Pool for a specific project without notifying
or considering other firms in that Pool.
Selection Criteria
CAU Overview of Process
Christina Chiong- Contract Administration Unit
CMD Overview of Process
Seth Benkle-
Contract Compliance Officer
Contract Monitoring Division (CMD)
Direct 415-581-2306
Small Business Participation
SFO has a longstanding commitment to maximizing contracting and leasing
opportunities for small businesses. Small, local, and disadvantaged businesses are
encouraged to participate.
SFO has an Airport Concession Disadvantaged Business Enterprise (ACDBE)
Program -- Title 49, Code of Federal Regulations, Part 23. Airport has an overall
ACDBE goal of 30%.
Certified ACDBEs can be located on the California Unified Certification Program
website: http://californiaucp.org
For more information on certification, the ACDBE Program or SFO’s Small Business
Affairs Office, contact:
Dana Lang, Small Business Affairs Officer
Office of Small Business Affairs (SBA)
(650) 821-5021
Submission Requirements
Questions and
Comments
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Culture and
Values
• Renewed
Commitment
to R4N1
Key outcome
1
• Innovating to
Value Our
People’s Time
Workplace
Innovation5
• Promoting
Diversity in
All Its Forms
Diversity and
Inclusion4
• SFO
AcademyTalent and
Leadership2
• Strategic
Human
Capital Plan
People
Analytics3
Communications Plan for the SFO People Strategy
• 3.1 Safety culture
• 3.1.1.1 SMS KPIs
• 5.1.5 Pulse surveys
Related elements of the Five-Year Strategic Plan
• 5.4.3 Alt work schedules
• 6.3.2 F$P
• 6.3.3 CMCS
• 5.2.1 Diversity
• Community partnerships:
7.4.5, 7.4.7, 7.4.8, 7.4.10,
7.4.11, 7.4.12
• 3.1.1.3 Safety training
• 3.1.3 NIMS training
• 5.1.2 SFO Academy
• 5.1.6 Tailored trainings
• 5.1.1 Strategic Human
Capital Plan
• 6.3.4 eMerge 9.2
• 5.1.8 Consolidated
Administrative Campus
• 5.2.2 “Earn and learn”
• 7.3.3 Active shooter
• Government, business, and
academic partnerships: 1.3.5,
1.3.6, 2.2.3, 3.5.2, 4.2, 4.4.2,
4.5.3, 5.3.3, 6.2, 7.2, 7.4.6
• Initiatives on sustainability
and performance culture in
support of Goals 1, 2, 4, 6
• 6.3.1 Operating Budget
System (Human Resources
implications)
• 6.3.5 Tech to streamline
• 6.3.6 Mobile technology
• 7.4.9 Social/econ activity
SFO People Strategy is organized into 5 broad goals
subdivided into 20 objectives and 80 initiatives
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2
GOAL #2: TALENT AND LEADERSHIP
