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RFP P458-22 Executive CoachingSECTION II. PROPOSAL COPIES AND FORMAT2.1 Number of Responses and CopiesOfferor’s proposal shall be clearly labeled and numbered and indexed as outlined in Section 2.2.Proposal Format. Proposals SHOULD be submitted as outlined below. The original copy shall beclearly marked as such on the front of the binder. Each portion of the proposal SHOULD be submittedin separate binders and SHOULD be prominently displayed on the front cover.2.1.1 Proposals must be sealed and labeled on the outside of the package to clearly indicate that they arein response to the RFP P446-21 Recruitment Services2.1.2 Proposal - One (1) ORIGINAL, and one (1) ELECTRONIC COPY of the proposal;ORIGINAL and COPY shall be in separate labeled binders. The proposal can NOT beemailed.2.1.3 Electronic Copies - The electronic version/copy of the proposal must mirror the physicalbinders submitted (i.e. One (1) cd/usb,). The electronic version can NOT be emailed. Theoriginal, hard copy and electronic copy information must be identical. In the event of aconflict between versions of the submitted proposal, the Original hard copy shallgovern. Please ensure password is submitted with electronic version.Any proposal that does not adhere to the requirements of this Section and Section 2.2 Response Formatand Organization, may be deemed non-responsive and rejected on that basis.2.2 Proposal Format2.2.1 All proposals SHOULD be submitted as follows:a.Hard copies SHOULD be typewritten on standard 8 1/2 x 11 inch paper(larger paper is permissible for charts, spreadsheets, etc.)b.Pages SHOULD be one-sided, one and one-half spaced and numbered.c.Typeface SHOULD be easily readable such as Time Roman, type size 12-point.d.Each Proposal SHOULD be placed within a binder with tabs delineating eachsection as outlined under Section 2.2.2 Proposal Content and Organization.2.2.2 Proposal Content and OrganizationDirect reference to pre-prepared or promotional material may be used if referenced and clearlymarked. Promotional material should be minimal. The proposal should be organized andindexed in the following format and SHOULD contain, at a minimum, all listed items in thesequence indicated.A. Table of ContentsB. Signed Authorized Signature Page (Exhibit D)C. Proposal Summarya. Experience of Firm (1-6), Evaluation Criteriab. Qualifications of Personnel (1-2)c. Proposed Plan and Approach (1-3)d. Cost (Exhibit A and Exhibit J) (1)

RFP P458-22 Executive CoachingD. Exhibits1. Resident Veterans Certificate (Exhibit C) (If Applicable)2. Small & Small Disadvantaged Business Certification (Exhibit E) (Ifapplicable).3. Conflict of Interest and Debarment/Suspension Certificate Form (ExhibitF)4. Certification and Disclosure regarding Payments to Influence certain FederalTransactions (April 19910) (Exhibit H)E. Offeror’s Additional Terms and Conditions (if applicable)F. Other Supporting Material (If applicable)Within each section of the proposal, Offerors should address the items in the order indicated above. All formsprovided in this RFP must be thoroughly completed and included in the appropriate section of the proposal.The proposal summary may be included by potential Offerors to provide the Evaluation Committee with anoverview of the proposal; however, this material will not be used in the evaluation process unless specificallyreferenced from other portions of the Offeror’s proposal.

RFP P458-22 Executive CoachingSECTION III. ADDITIONAL INSTRUCTIONS TO OFFERORS NM PREFERENCES.2.1 In accordance with NMSA 1978 § 13-1-21 (as amended), If Offerors are seeking preference, theymust include a copy of their preference certificate with their proposal. Certificates forpreferences must be obtained through the New Mexico Department of Taxation & tion, for the resident Veterans preference, the attached Resident Veteran Preference Certification”form (Exhibit C) must be completed and signed.2.1.1 New Mexico Business Preference. If the Offeror has provided their Preference Certificate, thePreference Points for a New Mexico Business shall be applied in accordance with the NewMexico Procurement Code.2.1.2 New Mexico Resident Veterans Business Preference If the Offeror has provided their PreferenceCertificate and the Resident Veterans Certification Form the Preference Point will be granted aslisted in New Mexico Procurement Code.An agency shall not award a business both a resident business preference and a resident veteran businesspreference.2.2 AUTHORIZED SIGNATURE PAGE: Review and submit the Authorized Signature Page attachedhereto as Exhibit D.2.3 SMALL AND DISADVANTAGED BUSINESS CERTIFICATION FORM: Review and submitthe Small and Small Disadvantaged Business Certification Form attached hereto as Exhibit E.2.4 CONFLICT OF INTEREST CERTIFICATION FORM: Review and submit Conflict of InterestCertification Form attached hereto as Exhibit F.2.5 INSURANCE REQUIRMENTS: The Offeror should provide proof of insurance coverage, meeting therequirements in the Section labeled “Insurance Requirements” or as noted in the specifications (ExhibitG). Offeror should submit proof of insurance in the form of a “Certificate of Insurance” with theirresponse and prior to commencing work under the resulting contract. Offeror’s insurance shall remain ineffect for the entire term of the contract and must be extended to coincide with any future contractextensions. The Offeror must provide proof of insurance coverage acceptable to UNMH, in its solediscretion, prior to award of an Agreement.2.6 SAMPLE AGREEMENT: The successful respondent will be required to enter into an Agreementwith the Regents of the University of New Mexico, for its public operation known as University of NewMexico Hospitals.2.7 INFORMATION SECURITY PLAN. Offeror(s) shall not install any systems software and hardware,applications, databases, information or etc. on UNMH’s computing devices-assets includingexport/import files, custom files or etc. without prior approval from UNMH’s IT division. The successfulAwardee may be required to complete the UNMHs Information Security Plan Information and submit toUNMH’s IT department for approval. Failure to complete form upon UNMH’s request or failing toreceive IT approval may result in Offeror(s) being considered as nonresponsive and/or termination ofagreement.

RFP P458-22 Executive Coaching2.8 TAXES. The University is exempt from Federal Excise Taxes and from New Mexico Gross Receipts Taxeson materials. Services are not exempt. Taxes on services should be included as a separate line item andnot included in the base price offer. Applicable taxes are excluded from the RFP evaluation. A nontaxable transaction certificate is available upon request by contractor.2.9 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAINFEDERAL TRANSACTIONS. Review and submit the Certification And Disclosure RegardingPayments To Influence Certain Federal Transactions (April 1991) form attached hereto asExhibit H.2.10 RESIDENT BUSINESS, RESIDENT CONTRACTOR AND RESIDENT VETERAN PREFERENCECERTIFICATION. To receive a resident business preference pursuant to Section 13-1-21 NMSA 1978or a resident contractor preference pursuant to 13-4-2 NMSA 1978, a business or contractor is requiredto submit with its bid or proposal a copy of a valid resident contractor certificate issued by the NewMexico Taxation and Revenue Department.2.11 PERIOD OF CONTRACT. The term of the resultant Price Agreement(s) arising from this proposalmay be for a term of ten years (10) as provided for in NMSA 13 -1-150 (Multi-Term Contract).2.12 QUANTITIES. UNMH may purchase all, some or none of the elements described in this proposal orOfferors responses. In addition, actual quantities may fluctuate up or down based on UNMH needs.The successful bidder will be required to fill all orders placed regardless of quantities ordered.2.13 AGENTS/SUBCONTRACTORS. The Offeror shall indicate whether the Offeror intends to use agentsor subcontractors to perform the services outlined in the Agreement and shall provide details on whothey are and the service(s) the agent/subcontractor shall perform. The successful Offeror shall remainprimarily responsible for the performance of the Agreement notwithstanding its use of agents orsubcontractors as approved by the Hospital. If the Offeror is not using agents or subcontractors on thisRFP, the Offeror should respond by stating not applicable.9

RFP P458-22 Executive CoachingEXHIBIT ASCOPE OF WORKProposal Objectives for Executive Coaching:University of New Mexico Hospital has an executive leadership team of 10 Chief Officers andapproximately 45 members of the second and third tier executive team. As the amount of healthcare teammembers and the service lines expand, a need for executive coaching and support has been identified, inorder to professionally strengthen and grow our executive leadership bench. This venture will provideour executives with the opportunity to refine existing skills and acquire new skills required to develop upand coming direct report leaders and lead a successful healthcare enterprise.Scope of WorkA. To provide a comprehensive, yet personalized and objective coaching experience to help seniorleaders (Chief Officers 10) strengthen their approach in decision-making, communication,development of direct report leaders, and other identified areas, in partnership with coaches withsenior leadership experience.B. To provide the Chief Officer Team and Executive Director team with tools and targeted areasfor personal and professional development on an agreed-upon cadence for one year, two yearsor three years.C. To equip the Chief Officers and Executive Directors with an individualized assessment in areassuch as communication or personality style, debriefed in confidential settings (virtual or inperson) and the opportunity to talk through challenging scenarios in real time when necessary.D. Determine ways to partner with internal organizational development for identification of furtherlearning resources.E. In addition, it is expected that the vendor will provide accurate and efficient administration, andreports that document the cost, utilization, and return on investment of this executive coachingagreement.F. The vendor will be expected to coordinate services with administrative assistants of the ChiefOfficer team and the HR Organizational and Talent Development for services conducted onsiteor virtually.G. Online materials should be provided via platform agreed upon by UNMH HR Organizationaland Talent Development (email, virtual meetings, etc.).

RFP P458-22 Executive CoachingEvaluation Criteria Exhibit BEvaluation Criteria Experience of firm – 25 pointsA. Provide a brief description of your firm, including history, length of time in business, organizationalstructure, names of principals, location of headquarters and other offices, number and location ofemployees, number of years in business, and types of services.B. Provide a list of several leadership coaching assignments completed by your firm in the last three(3) years; include the name of the entity, size and industry of the entity and the position title for eachcoaching assignment. Include names, email addresses, mailing addresses and telephone numbers ofthree (3) executives your firm has recently coached.C. UNM reserves the right to contact references.Qualification of personnel to be assigned to the search – 30 pointsA Include resumes or bios of the individuals or agencies that will be part of the service deliverysystem, including those that are outside contractors or partnerships, and their qualifications. Specialnote should be made of the use of contractors or services that are not based in the United States.B. Discuss prior experience and qualifications working with public, research hospitals similar insize related to accomplishing the scope of work requested. This portion of the proposal shoulddemonstrate the extent to which the Offeror is qualified to perform the scope of work outlinedin the RFP.Proposed plan and approach, variety of options – 30 pointsA. Provide a detailed outline of the coaching process your firm will followB. Provide a detailed summary of the assessment tool(s) that will be used to establish a baseline foreach proposed coaching planC. Provide a detailed implementation plan for the services to be deliveredCost -15 pointsA. Provide the rate structure that will apply to the delivery of services, broken down byconsulting fee and expenses, including the minimum dollar commitment that UNMHospital must guarantee in order to retain services.B. B Include packaged or tiered pricing based on number of coaching sessions conductedand/or number of executives coached in a set period of time.Finalist may be invited for oral presentations and demonstrations at UNMH’s sole discretion at adate and time to be determined.

RFP P458-22 Executive CoachingEvaluation Criteria Summary: The following is a summary of the evaluation factors and the weightedvalue assigned to each.ABCDTOTALExperience of FirmQualifications of PersonnelProposed Plan and ApproachCost2530301510014Points PossiblePoints PossiblePoints PossiblePoints PossiblePoints Possible

RFP P458-22 Executive CoachingEXHIBIT CRESIDENT VETERANS PREFERENCE CERTIFICATIONCHECK IF N/A(NAME OF CONTRACTOR) herby certifies the following in regard toapplication of the resident veterans’ preference to this procurement:Please check one only:I declare under penalty of perjury that my business prior year revenue starting January 1 endingDecember 31 is less than 1M allowing me the 10% preference discount on this solicitation. I understand thatknowing giving false or misleading information about this fact constitutes a crime.I declare under penalty of perjury that my business prior year revenue starting January 1 endingDecember 31 is more than 1M but less than 5M allowing me the 8% preference discount on this bid orproposal. I understand that knowing giving false or misleading information about this fact constitutes a crime.I declare under penalty of perjury that my business prior year revenue starting January 1 endingDecember 31 is more than 5M allowing me the 7% preference discount on this bid or proposal. I understandthat knowing giving false or misleading information about this fact constitutes a crime.“I agree to submit a report, or reports, to the State Purchasing Division of the General ServicesDepartment declaring under penalty of perjury that during the last calendar year starting January1 and ending on December 31, the following to be true and accurate:“In conjunction with this procurement and the requirements of this business’ application fora Resident Veteran Business Preference/resident Veteran Contractor Preference underSection 13-1-21 or 13-1-22 NMSA 1978, when awarded a contract which was based onhaving such veteran’s preference, I agree to report to the State Purchasing Division of theGeneral Services Department the awarded amount involved. I will indicate in the report theaward amount as a purchase from a public a body or as a public works contract from a publicbody.“I understand that knowingly giving false or misleading information on this report constitutes acrime”I declare under penalty of perjury that this statement is true to the best of my knowledge. I understand thatgiving false or misleading statements about material fact regarding this matter constitutes a crime.(Signature of Business Representative) **Must be an authorized signatory for the BusinessDate:The representations made in checking the boxes constitutes a material representation by the business that issubject to protest and may result in denial of an award or unaware of the procurement involved if the statementsare proving to be incorrect.17

RFP P458-22 Executive CoachingEXHIBIT DAUTHORIZED SIGNATURE PAGETHE FOLLOWING OFFEROR INFORMATION MUST BE COMPLETED AND RETURNEDWITH THE RFP:Please note that the information requested on the certification form is for reporting purposes only and willnot be used in evaluating or awarding an agreement.ACKNOWLEDGMENT OF ADDENDAThe undersigned acknowledges receipt of the following addenda:Addenda No. DatedAddenda No.DatedAddenda No.DatedNew Mexico State Preference Number Pursuant to Sections 13-1-1, 13-1-21.2 & 13-4-2 NMSA 1978Offerors claiming any preference must deliver with their proposal all certifications dated on or prior to RFPdue date. Resident Business: Pref. NumberResident Manufacturer: Pref. NumberResident Offeror: Pref. NumberResident Veterans Preference Certification (per EXHIBIT C):Yes NoThe undersigned, as an authorized representative for the Company named below, acknowledges that theOfferor has examined this RFP with its related documents and is familiar with all of the conditions surroundingthe described materials, labor and/or services. Offeror hereby agrees to furnish all labor, materials and suppliesnecessary to comply with the specifications in accordance with the Terms and Conditions set forth in this IFPand at the prices stated within the IFP.The undersigned further states that the company submitting this IFP is not in violation of any applicableConflict of Interest laws or regulations or any other related clauses included in this IFB.COMPANY NAMEADDRESSCITY/STATE/ZIPTELEPHONE:FAX:NEW MEXICO GROSS RECEIPTS TAX NOFEDERAL EMPLOYER ID NUMBER (FEIN)SIGNATURE OF AUTHORIZED REPRESENTATIVEPRINTED OR TYPED NAMETITLEDATEEMAIL:

RFP P458-22 Executive CoachingEXHIBIT ESMALL AND SMALL DISADVANTAGED BUSINESS CERTIFICATIONCHECK IF N/AThe University of New Mexico Hospitals participates in the Government’s Small and Small Disadvantaged Business programs. Thisrequires written certification from our suppliers and Offerors as to their business status. Please furnish the information requested below.1.0Small Business – An enterprise independently owned and operated, not dominant in its field and meets employment and/or sales standardsdeveloped by the Small Business Administration. See 13 CFR 121.2011.a Small Disadvantaged Business – a Small Business Concern owned and controlled by socially and economicallydisadvantaged individuals; and(1)(2)(3)Which is at least 51% owned by one or more socially and economically disadvantaged individuals; or in the case ofany publicly owned business, at least 51% of the stock of which is owned by one or more socially and economicallydis

rfp p458-22 executive coaching the regents of the university of new mexico, for its public operation known as unm health sciences center, specifically, unm hospitals ("unmh"). purchasing department 933 bradbury dr. se, suite 3165 albuquerque, nm 87106 issuance date: april 29, 2022 rfp p458-22 executive coaching 1.