Coaching as a Leadership Tool Training RFP

ISSUED
Monday, December 20, 2010

DEADLINE FOR SUBMISSION

Friday, December 31, 2010

NO LATE OR INCOMPLETE PROPOSALS WILL BE ACCEPTED

The Northwest Pennsylvania Healthcare Industry Partnership (NWPA HIP) reserves the right
to modify any of the enclosed specifications as required by the United States Department of
Labor or the Pennsylvania Department of Labor and Industry.

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SECTION 1: OVERVIEW AND BACKGROUND

The Northwest PA Healthcare industry partnership serves 8 counties in NW Pennsylva nia

including Erie, Crawford, Warren, Venango, Clarion, Forest, Mercer and Lawrence. These
counties encompass two workforce investment areas (WIAs): Northwest PA WIA and West
Central WIA.

This Request for Proposal provides interested consultants and training providers with
information to enable them to submit proposals for developing a process/program designed to
teach the Industry Partnership members and their employees Chronic Care Management.

The Healthcare Industry Partnership members would like to host a consortium training
program that will provide information on coaching, specifically as a leadership tool. This
should include the process for effective coaching, building trust with employees, developing an
environment for open communication and accountability, reinforcing positive behaviors, and
helping leaders recognize opportunities for coaching . The partnership is looking for a training
that will support leadership at all levels . The partnership employers encompass the continuum
of care and the training should be available for all health care occupations.

SECTION 2: REQUIREMENTS

Prerequisites for Trainer/Consultant

Throughout this Request for Proposals, ‘trainer’ means educator, trainer, consultant,
consultant(s), consulting firm, and/or cons ulting team comprised of representatives of multiple
firms.

Trainer must be well versed in the analysis, research, development and implementation of
leadership training programs. Trainer must have past experience in providing leadership
related training that includes coaching. Trainer must include prior successful related
experience in each of the elements that are part of the purpose and scope of work for this
training program.

The selected trainer will be required to assume responsibility for all coordination and
implementation of the training program, including the site/location, materials,
scheduling and delivery. The Industry Partnership will market the program to members and
the IP’s facilitator will coordinate reservations. Further, the trainer will direct contract with the
Regional Center for Workforce Excellence (RCWE) for the total cost of the training delivery,
which will be paid upon completion of the program.

The Industry Partnership is interested in offering this training to member employees. This
group is also very interested in moving towards self sufficiency and would also like the option

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Coaching as a Leadership Tool Training RFP

for a Train the Trainer Workshop. Interested vendors should also include the cost and
proposed delivery model for a Train the Trainer Workshop should one be available.
This can be included in the traditional training proposal or as a separate proposal.

SECTION 3: CONTRACT INFORMATION

GENERAL INFORMATION:

Proposers may be in the private, for-profit sector or not-for-profit entities with significant
capacity, demonstrable experience and outcomes to develop and deliver the specified training.

INCURRING COSTS

The NWPA HIP and its Fiscal Agent are not responsible for any pre-proposal costs incurred
prior to the selection of service providers.

DISCLOSURE OF PROPOSAL CONTENTS

Proposals will be held in confidence and will not be revealed or discussed with competitors. All
materials submitted with the Proposal and the Proposal itself become the property of the
NWPA HIP and will not be returned. The NWPA HIP reserves the right to use any or all ideas
presented in any proposal. Selection or rejection of the proposal does not affect this right.

PERIOD OF PERFORMANCE:

The contracts will begin on or after January 1, 2011 and be in effect no longer than June 30,
2011. However, based on performance and availability of funding, contracts may be eligible for
optional yearly extensions for a second and third year.

REPORTING AND PROGRAM OVERSIGHT:

Successful contractors will be responsible for monthly data and documentation that tracks
utilization and customer satisfaction among participating HIP members. The documentation of
efforts and outcomes is critically important to the NWPA HIP and must be submitted monthly to
Strategy Solutions, Inc., the facilitator of the NWPA HIP , on the required dates. If the training
only occurs one time the same data must be documented and submitted upon completion of
the training program.

The training provider will be responsible for submitting all receipts related to the noted
reimbursable expenses that are outlined in the final contract.

Program and performance oversight and monitoring will be the responsibility of the NWPA HIP.

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Coaching as a Leadership Tool Training RFP

PROPOSAL VERIFICATION:

Proposals will be reviewed to verify that they are complete and consistent with the guidelines
set forth in this RFP. No incomplete, faxed, e-mailed or late proposals will be accepted.

PROPOSAL TIMELINE:

Timeline
Activity

RFP Release Date December 20, 2010

Question Deadline December 27, 2010
Notice of Intent to Apply December 27, 2010
Proposal Due Date December 31, 2010

NOTIFICATION OF INTENT TO APPLY:

Please submit a Notification of Intent to Apply to Jacqui Lanagan at Jacqui@getstrategy.com.

While failure to notify the NWPA HIP will not disqualify you, it will provide us with needed
information for planning purposes. We thank you for your cooperation in this matter.

BIDDERS’ CONFERENCE:

A Bidders’ Conference will not be held. Questions regarding this RFP can be directed to

Jacqui Lanagan
814-480-8000
jacqui@getstrategy.com

REVIEW PROCESS:

The HCIP Pipeline Development Committee will rate proposals based on a scoring rubric. The
Review Committee reserves the right to request additional information and schedule interviews
or location visits as necessary. We appreciate your assistance in accommodating any
visitation requests.

The scoring rubric is as follows:

Criteria Total Possible Points
Cost 50
Proposed Training Plan/Content 20
Experience and Qualifications 30
Total 100

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EQUAL OPPORTUNITY:

The NWPA HIP in soliciting proposals and carrying out screening services shall not
discriminate against any person or organization submitting a proposal pursuant to this Request
for Proposals because of race, color, religion, sex, national origin, age, sexual orientation,
disability or political affiliation or belief.

QUESTIONS ABOUT THE RFP:

Questions regarding this RFP must be submitted in writing prior December 27, 2010 by
emailing Jacqui Lanagan at Jacqui@getstrategy.com. Please include a contact person and
return phone number with your questions. Questions and answers from the RFP process will
be sent to all requestors.

SECTION 4: PROPOSAL SUBMITTAL

Each proposal must include the following using the order below:

1. Proposal Cover Sheet

2. Program Component Narrative: Please describe the following:

a. Provide a summary overview of the contents of your proposed approach

b. Describe in detail the course format and outline - your technical plan for
accomplishing the scope of work, including the minimum and maximum
number of participants and the costs associated with each. Outline the ideal
length of the course and format, in order to meet the overall objectives

c. Prior experience in chronic care management training or with new practice

models or competency based training

d. Bios of key personnel to be involved with the training

e. Methods of program evaluation that will be implemented.

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Coaching as a Leadership Tool Training RFP

The Proposal Submission must meet the following specifications:

a) Formatted using a 1” margin and no smaller than a 12-pt. font.

b) Include a table of contents.

c) No more than ten (10) typed single-sided, single spaced pages.

d) Pages should be numbered and include a header/footer identifying the proposer’s name
and program component(s).

e) One original hard copy and one electronic copy (flash drive or CD) must be submitted
by mail or delivered to appropriate address below.

f) The hard copy should not be placed in a binder, stapled or bound in any way. Please
use paper or binder clips only.

g) All proposal applications must be received by December 31, 2010. Late proposals will
not be accepted.

Sample course outlines, materials, or evaluation tools may be submitted as a separate

appendix and will not be counted towards the 10 pages. The cost and course information for a
train the trainer model can be included along with the basic training proposal or may be
submitted as a separate proposal. Separate proposals should follow the same specified
guidelines.

Submit to:

Jacqui Lanagan
Strategy Solutions, Inc.
2402 West 8 th Street
Suite 2
Erie, PA 16505
814-480-8000
Jacqui@getstrategy.com

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