HomeMy WebLinkAboutAspirantAspirant
Response to the City of San Luis _
Obispo Request for Proposal
Strategic Planning Services
S
December 2022
All
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Submittal Forms
Qualifications
Work Program
Requested Changes to
Terms & Conditions
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Submittal Forms
SECTION 1: PROPOSAL SUBMITTAL FORM -SAMPLE
The undersigned declares that she or he has carefully examined [below offer l which is hereby made apart
of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and
agrees to perform the specified work for the following cost quoted in full:
BID ITEM:
Del ivery of equip me nt to the City to be within N/A calendar days after contract execution and written
authorization to proceed.
Certificate of insurance attached; insurance company's A.M. Best rating: A++• XV
Firm Name and Address
Newton Consulting, LLC (dba Aspirant(
Nova Tower 1, Suite 502
Pittsburgh, PA 15212
Contact Alexandra Pollution; Managing Director, Strategy &Transformation Phone 412.999.3075
Date December 2, 2022
The cost estimate does not include travel related expenses. Any reasonable travel expense will be
billed at cost and are scoped not to exceed I8A of the total project cost.
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REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the
present business names 19
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the
services included with the scope of the specifications. Attach additional pages if required. The City reserves
the right to contact each of the references listed for additional information regarding your firm's
qualifications.
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided Delivery of a clear and executable multi year roadmap for
including contract amount, when strategic initiatives that included governance structure and
provided and project outcome operating model. Due to client confidentiality, we cannot
provide the contract amount.
Reference No. 2:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
Ecommerce tech strategy and implementation from May 2019
including contract amount, when
—June 2020 with ongoing support through October 2022.Due
provided and project outcome
to client confidentiality, we cannot provide the contract
amount.
Reference No.3
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Agency Name
Contact Name
Telephone & Eqse�icesprovided
Street Address
City, State, Zip
Description ofDeveloped strategic planningframework, governance andincluding contrprocesses for global chemical and materialscompany.provided and p
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STATEMENTOF
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it,
has ever been disqua li fled, removed, or otherwise prevented from bidding on, or completing a federal, state,
or local government project because of the violation of law, a safety regulation, or for any other reason,
including but not limited to financial difficulties, project delays, or disputes regarding work or product quality,
and if so to explain the circumstances.
Do you have any disqualylication as described in the above paragraph to decMre?
Yes No
h yes, expbin the circumstances.
r ecuted on December 2, 2022 at Newton Consulting, LLC Wba Aspirant) under penalty of
perjury of the laws of the State of California, that the foregolng is true and correct.
41477
'gnature of Authorized Proposer Representative
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Qualifications
About Aspirant
Aspirant was founded in 2003 to create a
consulting company unlike any other: one
based on values that deliver practical,
meaningful results for clients.
Integrated
Expertise.
Sustainable
Results.
We have since helped implement the vision of
numerous non-profit, Fortune 500, and startup
companies across all industries. This growth has
demonstrated that a client -focused, values -driven
consulting organization can be successful in the
marketplace. Like the City of San Luis Obispo (the
"City'), our values are the standard to which we
hold ourselves and our colleagues.
Aspirant's combination of comprehensive
organizational effectiveness expertise, human -
centered design principles, and technology allows
us to lead organizational projects with better
informed and more engaged stakeholders. Both
leaders and their teams will be able to focus on
development and enhanced action planning,
improving engagement for the enterprise.
Aspirant
ASPIRANT'S STRENGTHS IN THIS SPACE
— Implementing short -and long-term strategies
to work in conjunction with the client's existing
business plan
— Combining and interpreting data from
numerous sources in our flexible, proprietary
data analysis platform
— Aspirant can continue to partner with the City
to determine implementation support needs,
such as roadmap implementation, effective
change management and communication, and
lastly, evaluation of these activities
OUR DIFFERENTIATORS
Commitment to Client Success
Our aim is to drive meaningful, sustainable
impact. We embed the capabilities, systems, and
processes needed to ensure lasting viability for
the solutions we design.
Lean, Experienced Teams
Our teams are comprised of accomplished, high -
caliber consultants who bring industry knowledge
in addition to functional expertise.
Focus on Values
Our organizational values are not aspirational.
They reflect how we operate every day.
Integrated Expertise
Our organization is not siloed. Practices actively
collaborate with one another, creating collective
capability that is greater than the sum of its parts.
Tech -Driven Efficiency
Our adoption of user experience methodologies
and Digital Discovery® enables us to synthesize
complex dynamics, uncover insights, expedite
delivery, and improve output.
Experience on Similar Projects
Our consultants have years of experience working with government clients and clients
that work within strict regulatory environments.
Below is a listing of relevant engagements that demonstrate experience with similar projects and/or
clients. This is not inclusive of all succession planning experiences within the Aspirant team. For each
of these examples, Aspirant complied with the client's regulatory needs.
A local government client had a
high operational and financial risk
because of high volumes of driver
accidents. They were dissatisfied
and were processing high volumes
of customer complaints.
— High workers compensation
volumes and long periods of
short staffing impacting
operations
— Loss of Rod and bottom line in
the red
— Safety department red flagging
the department and workforce
— Hard -to -fill candidate pools
were insufficient to meet
staffing demands
An international government had a
newly constructed and advance
medical facility with the need for
accreditation. There was no formal
human resources, training and
development, and credentialing
process. which is a major part of
the accreditation process.
— Change culture and mindset from
"we do not add value" to "we are
important to the health and
wellbeing of the community"
— Leadership and stakeholder
development (including the Mayor
& Union) for new initiative
— Change management
— Start-up of a training and
development academy to bring all
training in-house to drive down
cost, align development to the
department's strategy and goals
(safety the top priority)
— Implement training and
development programs for all job
classifications
— Formalize training to retain drivers
while decreasing costs, building
candidate pools, and reducing risk
factors
— Change culture and mindset from
"we do it alone" to "we are a team
of professionals to serve the
community"
— Leadership and stakeholder
development (including the Ministry
of Health) for new initiative
— Change management for new
initiative
— Start-up of a training and
development department to
centralize healthcare training for
the Health Authority and Island
Community Clinic Practices.
— Implement training and
development programs for clinical
and non -clinical staff and providers
Shifted the culture and mindset,
resulting in national exposure and
recognition at the association
conference for the department
Implemented training and
development academy. and
developed a team of 4 instructors,
2 training specialist, and 1
program manager
Developed and implemented 5
driver training programs endorsed
by the union, compliance, and
leadership training
Reduced driver accident impact
with increased safe awareness
and practices through reward
initiatives
Hospital received accreditation
Successfully passed audits
conducted by key Florida health
systems
Successful sustainment of
healthcare strategy, goals, and
outcomes resulting in the
following:
Walt Disney Cruise Line started
docking at the island as a
destination of choice
2017 Hurricane Irma that
impacted the island — hospital
system remained functional
for the full duration before and
aftermath
2020 Pandemic — hospital
system remained functional
and leverage the training and
protocols in place to support
the island
Key Personnel
Alexandra is a passionate and driven transformation leader responsible for challenging existing norms,
leading change initiatives, and delivering projects on time and within budget. She is focused on
continuous improvement, cross -functional communication, and cooperation between functions to
maximize organizational opportunity and profitability. She has a track record of achievement in
leveraging technology to optimize business performance and driving results through software
implementation and metric development.
SKILLS
PROFESSIONAL EXPERIENCE
EDUCATION
— Operations Management
— Sherwin Williams (formerly
— Train -the -Trainer Level 1
— Strategic Planning & Execution
Watson Standard):
Certification: Prosci°
— Project Management
Vice President, Operations
— Change Practitioner
• Director, HR and
Certification: Prosci®
— Organizational Design
Compliance
— BA, Political Science and
— Digital Transformation &
— East Coast Risk Management,
Spanish: University of
Enablement
Pittsburgh
LLC: Manager; Human
— Leadership Development
Resources Consultant
— Culture Transformation
— Change Management
— Cross -Functional Team
Leadership
— UPMC: HR Consultant
— Genesis Rehabilitation
Services: Manager, Human
Resources
SPECIFIC ROLE FOR THE CITY:
— Overall project oversight
— Conducts review and internal approval of all project deliverables
— Participates in working session with executive leadership and project team as needed
Key Personnel
David is a results -oriented Operations Improvement Leader with 10+years of hands-on progressive
experience in the Financial Service, Health Care, Professional Services, Utilities, and Non -Profit
industries. He has proven successful in achieving enterprise -wide transformation goals and focuses on
the delivery of business and customer value, improving quality, and developing leader capabilities
across organizations.
SKILLS
— Operational Effectiveness
— Lean Management System
Design & Implementation
— Strategy Development &
Deployment
— Change Management
— RIE/ Kaizen Facilitation
— Value Stream Analysis &
Process
PROFESSIONAL EXPERIENCE
— Accenture: Senior Strategy
Consultant, Operations &
Process Transformation
— Discover Financial Services:
Senior Manager, Lean
Management System
— Mount Sinai St. Luke's
Hospital: Process
Improvement Manager— Lean
Transformation
— NuHealth System: Lean
Facilitator
— Aye Worldwide: Founder
— Food Bank for New York City:
Manager, Innovation &
Integration
EDUCATION
— Masters of Arts, Diplomacy
and International Relations,
Seton Hall University
— Bachelor of Science, Political
Science, University of
Wisconsin Oshkosh
— SAFe Agilist® Certification
— Change Practitioner
Certification: Prosci®
— Lean Practitioner Bronze Belt,
University of Iowa
SPECIFIC ROLE FOR THE CITY:
— Provides day-to-day project oversight and is responsible for the delivery of all project
deliverables
— Primary contact for department leadership and project team members
— Plans and facilitates two-day strategic planning retreat with department leadership team
— Maintains project timelines, milestones, and budget
— Responsible for establishing and maintaining effective communication between Aspirant and San
Luis Obispo Police Department.
Key Personnel
Victoria is a strategic thinker with a background in philanthropic engagement, building relationships
with key stakeholders at all levels. Her experience includes leading digital fundraising campaign
strategy, project management, and cultivation of Gen Z and Millennial populations. She is experienced
in developing customer -centric strategies while aligning with company vision, mission, and values.
Victoria is also passionate about helping clients understand their employees to enhance organizational
design, culture, and efficiencies.
SKILLS
— Multichannel Digital
Engagement Strategy
— Philanthropy and Fundraising
— Human Centered Design /
Design Thinking
— Relationship Management
— Strategic Planning
— Clinical Research Management
— Recruiting, Hiring, and
Onboarding Development
— Org Accelerator'":
Organizational Effectiveness
PROFESSIONAL EXPERIENCE
— University of Pittsburgh
Division of Philanthropic &
Alumni Engagement:
• Assistant Director,
Annual Programs
• Senior Annual Programs
Development Associate
• Annual Programs
Coordinator
— University of Pittsburgh
Department of Critical Care
Medicine:
• Research Specialist
• Research Associate
Intern
EDUCATION
— MBA, Strategy & Marketing:
University of Pittsburgh
— Certificates, Organizational
Leadership & Sustainability:
University of Pittsburgh
— BS Natural Sciences:
University of Pittsburgh
— Certified Fundraising
Optimization Professional:
NextAtter Institute
SPECIFIC ROLE FOR THE CITY:
— Provide daily support in the development, review and finalization of all project deliverables
— Facilitate in -person and virtual working sessions with Department leadership and project team
— Support engagement conversations with community and department members
— Leads Digital Discovery® planning, execution, and analysis
Key Personnel
Police Captain with over 29 years of law enforcement operations experience. Experience includes over
26 years of with the Allegheny County Police Department. Extensively trained and experienced in law
enforcement operations, criminal investigations, police supervision and management.
PROFESSIONAL EXPERIENCE EDUCATION
- 1988-1991 Active Duty with the U.S. Air Force. Honorably - 2009-2010 Completed Penn
discharged.
State's P.O.S.I.T. and
- 1993-1996 Assigned to uniformed patrol at the Pittsburgh
P.O.L.E.X. classes on Police
International Airport (ACPD District 1). Member of the Honor Guard.
Supervision and Police
Executive Development.
- 1997-2000 Assigned as a detective in the General Investigations Unit.
Lead investigations into Sex Crimes, Robberies, Burglaries, Non -fatal -
1993-2022 Numerous law
shootings, Arsons, and White -Collar Crimes.
enforcement specific
- 2000-2008 Assigned as a detective in the Homicide Unit.
- 2008-2010 Promoted to the rank of Lieutenant. Assigned to continue
in the Homicide Unit as commander.
- 2010-2012 Assigned as the Daylight Shift Commander of District I
(Pittsburgh International Airport Detail).
- 2012-2013 Assigned as Lieutenant in charge of the Narcotics Unit.
- 2013-2016 Promoted to the rank of Inspector and assigned to the
Internal Affairs Unit of the Allegheny County Jail.
- 2016-2020 Selected as the Allegheny County Police Records
Management System Administrator. Implemented the first RMS for
the entire police department.
- 2017-2020 Assigned to the position of Division Commander of the
Allegheny County Police at the Pittsburgh International Airport.
- 2021-(Present) Public Safety Operations Manager and sworn Police
Captain for the UPMC Police Department.
training course to include;
Crime Scene Processing, Sex
Assault Investigations,
Advanced Practical
Homicide Investigations,
Internal Affairs, N.I.M.S. and
Aviation Security.
SPECIFIC ROLE FOR THE CITY:
- Provides subject matter expertise and guidance in the area of law enforcement operations.
Key Personnel
The Chief of Police reports to the Macedon Town Supervisor and functions as the Chief Executive
Officer of the Police Department and is the final authority in all matters of Departmental policy,
operations, and discipline. The Chief of Police is responsible for planning, staffing, directing,
coordinating, and controlling all Departmental functions and has the authority and responsibility to
establish a formal organizational structure.
PROFESSIONAL EXPERIENCE
EDUCATION
- 2000-2020 Rochester Police Department
- Federal Bureau of
• Patrol Officer Clinton Section 3rd Platoon 6/O1-1/03
Investigations. National
• Patrol Officer Clinton Section 4th Platoon 1/03-4/07
Academy Class 276, 2019
• Special Operations Division, Tactical Unit 4/7-9/10
- Masters Public
Administration, Emphasis
• Recruit Class Counselor (RC50, RC51, and RC52)
on Public Safety, State
• Patrol Sergeant Patrol Division East, 3rd Platoon 9/10-1/11
University of New York,
• Patrol Sergeant Patrol Division East 4th Platoon 1/11-1/13
College at Brockport, 2009
• Special Operations Division, Sergeant 1/13-1/17
• Patrol Lieutenant, Genesee Section, 1/17-12/18
- Bachelor of Science,
• Commander, Special Operations 12/18-7/19
Criminal Justice, State
• Commander, Patrol Operations 7/19-9/20
University of New York,
College at Brockport, 1998
- Rochester Police Department
- Associate of Science,
• Emergency Task Force (SWAT), Entry Team (11/03-4/06)
Criminal Justice, Monroe
• Emergency Task Force (SWAT), Sniper Team (4/06-4/08)
Community College, 1996
• Emergency Task Force (SWAT), Sniper Team Leader(4/8-
12/13)
• Emergency Task Force (SWAT), Assistant Team Commander
(12/13-10/17)
Additional Law Enforcement & Military Experience, including
instructional expertise, available upon request
SPECIFIC ROLE FOR THE CITY:
- Provides subject matter expertise and guidance in the area of law enforcement operations.
Value for Fees
The culture at Aspirant is recognized as a significant differentiator by clients, partners,
employees, and recruits alike.
We forge strong relationships as part of identifying and achieving common goals. Our values summarize
the standard to which we hold ourselves and colleagues. These tenets are not aspirations]; they are
genuinely embraced throughout the organization and reflect how we operate every day.
The below fees reflect our understanding of the City's needs as described in the Request for Proposal.
*Staffing is subject to change based on the start date and finalized scope of work, however, if resources change the rate
per hour will remain unchanged
Work Program
Overview of Approach
Our Strategy & Transformation team has a passion for creating strategic solutions for
clients, ranging from start-up regional charitable organizations, to technology firms
and national healthcare providers.
Aspirant's approach goes beyond strategic planning to provide guidance, structure, and support throughout
Creating the Strategic Plan
OVERALL PLANNING SEQUENCE
• Fo : IFPHASE
=1
APHASE 1 p PHASE 2 3
ACTIVITIES
IF
DELIVERA
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12-Week Strategic Planning Timeline
Estimated Schedule
Strategic Planning Staffing, Cost, and
Assumption
Stakeholder Engagement
Appropriate and consistent engagement with stakeholders across the life of the
project is critical for its success. We will work with you to identify all your stakeholders
and how best to engage with them.
Utilize Aspirant's Al Enabled Survey
Understanding the sentiment, opinion of your staff, officers, leaders, and community is a
critical input to successful strategic planning. Along with traditional avenues of
conducting meeting and having conversations with your stakeholders utilizing Digital
Discovery® can accelerate and deepen the engagement of the department and the
community.
Officers
City Leadership
Civilian Staff
Community
Partners
Gather rich insights across a broad Reveal areas that require further
spectrum of stakeholders inquiry and deeper analysis
®Enhance stakeholder buy -in through ® Identify hotbuttonissues and
more inclusive discovery understand stakeholder sentiment
C4 Utilize state of the art Al techniques to
aid analysis in uncovering richer insights
Comprehensive Strategic Planning
Our approach can create clarity and continuity from leadership to individual contributor
enabling each part of the organization to work together to realize overall department
priorities.
Simple clear enterprise -wide priorities that all team members can rally around and anchor upon.
Traceability of the strategic plan from goals to KPIs through initiatives allows for easy socialization
and understanding.
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Key Performance Indicators (KPIs)
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Requested Changes to Terms & Conditions
Requested Changes to Terms & Conditions
You Aspire.
Together We
Contact Information
Alexandra Pointon
Principal & Managing Director, Strategy & Transformation
Achieve. alex.pointon@aspirant.com
412.999.3075