THE PERFORMANCE MANAGEMENT GROUP LLC - · PDF fileTHE PERFORMANCE MANAGEMENT GROUP LLC ... Senior Management Consultant 23 ... management system. Successful Balanced Scorecard candidates

THE PERFORMANCE MANAGEMENT GROUP LLC

Response to

Maricopa Community College District

REQUEST FOR PROPOSAL #3133-10

Quality Management Consulting Services

From

Gerald M. Taylor

Managing Consultant TPMG LLC

ii

TABLE OF CONTENTS

Content Page

Acknowledgement of Receipt 1

Executive Summary 2

4.2 Specific Instructions 3

5.1 Training Courses 5

5.1.1 The Balanced Scorecard 5

5.1.2 Lean Six Sigma Champion 7

5.1.2 Lean Six Sigma Black Belt 8

5.1.2 Lean Six Sigma Green Belt 11

5.1.2 Lean Six Sigma Yellow Belt 13

5.1.2 Business Process Management 15

5.1.5 Other Training Courses: Strategic Management Seminar 16

5.1.5 Other Training Courses: Baldrige National Quality Award 17

5.2 Consulting Services 18

Consulting Service Description - Strategic Management 18

Consulting Service Description – Baldrige National Quality Awards 18

Consulting Service Description - Quality Management 19

Consulting Service Description - Process Management 19

5.2.1 Experience in a higher education environment. 19

5.2.2 Extent of experience consulting in knowledge areas 20

5.2.3 References that apply to the Scope of Work 20

5.2.4 Resumes of consultants that could be utilized by MCCCD 21

Professional Profile #1 GERALD TAYLOR, Managing Consultant 21

Professional Profile #2 CAROLA VENOT, Senior Management Consultant 23

Professional Profile #2 MARIO L. SAENZ Senior Management Consultant 24

5.3 Support and mentoring programs for training and consulting services 25

7. Respondent Questionnaire 26

7.1 Company Description 26

7.2 Years of experience with Arizona Quality Alliance and the Baldrige Award 27

7.4 Additional qualities, qualifications, for services requested in the RFP. 28

8.0 Pricing Schedule 29

9.0 Signature Page 33

Attachment B Bidders Statement 34

Attachment B Bidder References 35

Attachment B Additional Business Information 37

Attachment C – MCCD Student Information System Non-Disclosure Agreement 39

Response to MCCD RFP #3133-10 TPMG LLC 1

ACKNOWLEDGMENT OF RECEIPT

Description: Quality Management Consulting

RFP #: 3133-10

Please provide the requested information below as acknowledgment that you have received our Request for Proposal noted above. It is required that interested Bidders complete this acknowledgment and return via Fax to MCCD Purchasing at (480) 731-

8190 or by mail. Failure to sign and return the "Acknowledge of Receipt" will result in your company not being sent any addenda/amendments to this RFP. All addenda/amendments will continue to be posted on our website at http://www.maricopa.edu/business/purchasing/. Name of Firm: The Performance Management Group LLC Address: P.O. Box 44989, Phoenix, Arizona 85064 Fax #: ( None ) No Fax Number Tel. #: ( 602 ) 692-5073 Name: (Print) Gerald Taylor Title: Managing Consultant Signature: Date: 11/16/2012 E-Mail: [email protected]


EXECUTIVE SUMMARY

The Performance Management Group LLC is an Arizona limited liability company whose

mission is to help organizations realize their vision. Since 1995 the firm has promoted three

guiding philosophies: customer intimacy, strategy execution and operational excellence. The

scope of our work includes strategic planning, business process improvement, The Balanced

Scorecard and most notably, lean six sigma certification training, coaching and consulting.

This document is a response to the REQUEST FOR PROPOSAL #3133-10 for Quality

Management consulting services at The Maricopa Community College District.

Background

The Maricopa County Community College District intends to engage the services of individual

firms or individuals to provide consulting and training services relating to areas of Strategic

Planning, Quality Management, Business Process Management, Project Management in Service

Industries, specifically Education, including, but not limited to, the following subject areas:

Strategic Planning Kaizen

Balanced Scorecard Lean (Toyota Production System)

Quality Management/Process Improvement Business Process Management

TQM / Baldridge Criteria Process Design/Mapping/Implementation

Lean Six Sigma Systems Thinking

PDCA Change Management

Project Management PMBOK

AGILE Critical Chain

The Performance Management Group LLC has more than 17 years experience in non-

manufacturing, service related industries. We have had success in the Healthcare industry,

Financial Services, Telecommunications, Logistics, Shared Service Organizations, Internet

Service Providers, Utility Industries, and Call Centers.

Our results are remarkable. To date the efforts for our clients have yielded:

Reduced Order Management cycle times by 50%. Improved customer support efficiencies by 43%.

Improved customer satisfaction levels by 54%. Productivity improvements of 35 – 60%.

Improved Average Speed of Answer times by 45% Realized Savings per 6σ Project $256,000.

We have certified six sigma black belts and green belts for the University of Phoenix and

Prescott College. In 2003, we trained the staff of the University of Arizona Library (Tucson) in

Continuous Process Improvement methods. Most recently, we conducted a strategic visioning

session for Rio Salado Community College.

We respectively submit this response to fulfill your training and consulting needs for Quality

Management training and consulting services:


4.2 SPECIFIC INSTRUCTIONS

4.2.1 For each item in the table below, indicate if your organization can meet the requirement by responding Yes, No, or Partial. Provide additional detail for each Partial response.

# Required Items Yes/No/Partial

4.2.1.1 Lean Six Sigma for the Service Industry YES

Details

4.2.1.2 PDCA and DMAIC in an Educational Environment YES

Details

4.2.1.3 Systems Thinking in an Educational Environment YES

Details

4.2.1.4 Analyzing Operational Performance in an Educational Environment YES

Details

4.2.1.5 Process Mapping in an Educational Environment YES

Details

4.2.1.6 Voice of the Customer YES

Details

4.2.1.7 Analytical Tools – Pareto Charts, Fishbone Diagrams, Histograms,

Scatter Charts, Control Charts YES

Details

4.2.1.8 Process Control in an Educational Environment YES

Details

4.2.1.9 Lean in an Educational Environment Partial

Details Lean: Yes at mastery level – especially in a services environment;

In an educational environment?: no

4.2.1.10 Project Management in an Educational Environment – PMBOK

Practices Partial

Details PMBOK Practices: Yes at an expert level – especially in a services

environment; In an educational environment?: no

4.2.1.11 AGILE Project Management Methodology No

Details

4.2.1.12 Roles, Responsibilities, and Critical Success Factors for Meetings Yes

Details

4.2.1.13 Process Improvement Selection in an Educational Environment Yes

Details

4.2.1.14 Root Cause Analysis in an Educational Environment Yes

Details


4.2.1 SPECIFIC INSTRUCTIONS (Continued)

4.2.1.15 Design of Experiments in an Educational Environment Partial

Details Designed of Experiments: Yes at a qualified level – in a services


4.2.1.16 Theory of Constraints Yes

Details

4.2.1.17 Business Case, Feasibility Study, and Project Charter Yes

Details

4.2.1.18 Arizona Quality Alliance State Quality Award Criteria and Baldrige

Award Criteria, including examiner responsibilities. Yes

Details

4.2.1.19 Strategic Planning in an Educational Environment Partial

Details Strategic Planning: Yes at an expert level – especially in a services


4.2.1.20 Balanced Scorecard Yes

Details


5.1 TRAINING COURSES

5.1.1 Balanced Scorecard

The Performance Management Balanced Scorecard Certification Course

Course Overview TPMG Educational Services

Course Guide (PMBSc)

Course Description

Candidates apply the concepts of strategic planning and implementation to create and sustain economic value for a public sector institution or a private sector company. Through 9 units & 37 lessons, candidates learn the fundamentals of designing and executing institutional and corporate strategy. The 40 hour course is facilitated online, on-site, or as an open enrollment public training course. It provides instruction regarding the art and science of formulating successful public sector and corporate strategies, translating those strategies into key performance indicators and strategic initiatives, and provides candidates with a step-by-step method for designing and implementing the balanced scorecard strategic management system. Successful Balanced Scorecard candidates are authorized to place the "PMBsc or PMBscM" designation, which acknowledges this credential, following their name. The basis of the program is derived from five specific areas:

1) MIT Sloan School of Management Strategic Management Course.

2) The Malcolm Baldrige Criteria for Performance Excellence.

3) The American Society of Quality’s Manager of Operational Excellence BOK.

4) Over 17 years experience and feedback from the TPMG LLC client base.

In accordance with the standards set by the American National Standards Institute (ANSI/IACET 1- 2007), this event is awarded Continuing Education Units (CEUs). The Continuing Education Units awarded are nationally recognized units designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction.

TPMG Educational services department will record CEUs awarded to attendees and will retain this information for seven years. Upon written request, we will furnish a transcript showing TPMG course completed and CEUs earned. Request for transcript can be made directly to TPMG LLC at P.O. Box 44989, Phoenix, Arizona 85064. Requests must include a check for $10.00 (U.S.) along with a written request for a transcript.


5.1.1 Balanced Scorecard (Continued)

Performance Management Balanced Scorecard Certification Course Outline

I. What is Strategic Planning? a. Strategy Defined b. The Importance of Strategic

Planning

II. The Strategic Planning Process a. The Strategic Planning Process

Defined b. Best Practices in Strategic Planning c. Situational Analysis d. Competitive Analysis e. Voice of the Customer Analysis

III. Formulating Strategy a. Determining Critical Risk and

Success Factors b. Strategic Analysis and Conclusions c. Defining Strategic Objectives and

Initiatives d. The Role of Executive Leadership in

Strategic Planning and Performance Management

IV. Deploying Strategy

a. Principles of a Strategy Focused Organization

b. The Balanced Scorecard – An Introduction

c. Creating a Balanced Scorecard d. Aligning Strategy (Strategy

Mapping) e. Operationalising Strategy

V. Performance Management a. Developing and Deploying

Action Plans b. Designing Metrics c. Deploying Dashboards d. Facilitating Performance

Management

Performance Management Balanced Scorecard Certification Requirements

Performance Management Balanced Scorecard Certified Graduates (PMBsc)

Must complete the 5 day intensive boot camp certification workshop.

Must successfully complete the certification exam composed of multiple-choice and essay questions that measure a participant’s ability to apply the knowledge and techniques used of the Performance Management Balanced Scorecard method.

Candidates will dive deep into the three stages of the method and learn the specific skills and tools, needed to formulate strategy, deploy strategy, and become adept at using the BSC and metrics to improve strategic and operational performance.

Performance Management Balanced Scorecard Certified Master (PMBscM)

Must also complete a successful implementation of a company strategy, line of business strategy or operational strategy within a 12 month period.

Course Fees: Balanced Scorecard Certification Training

PMBsc Certified Graduates

Groups: Up to 20 Candidates

Onsite: US$20,000.00 per class (prorated to 10 candidates)

Offsite: US$20,000.00 per class + $875.00 per room rental* (prorated to 10 candidates)

Individuals: Online Self-paced**

$2,500.00 per candidate * offsite courses conducted at University of Phoenix Campus Locations – room rental expenses not prorated.

** More than 4 Enrollees would create an online-blended course

format.

PMBscM Certified Master

Groups:

Includes an additional $1,000 per team mentoring fee for 8 hours of Balanced Scorecard Project coaching and mentoring. Individual:

Includes an additional $1,000.00 per candidate mentoring fee for 8 hours Balanced Scorecard project coaching and mentoring.

Balanced Scorecard Certification Itemized Cost Schedule:

1. Materials: $1,300.00 2. Trainer’s Fees: $10,000.00 3. Balanced Scorecard Certification Exam: $2,500.00 ($125.00 per test) 4. Course Customization: $2,500.00 (additional) 5. Gross Margin: $6,200.00


5.1.2 Lean Six Sigma (Service/Educational Environment) - Lean Six Sigma Champion

Lean Six Sigma Service Excellence

Executive Champion Training

Course Overview TPMG Educational Services

Course Guide

Course Description

In this 1 day course, executives and decision makers learn the concepts of continuous improvement used to create and sustain a more productive, cost effective and responsive service delivery organization. Through 7 units, decision-makers learn the leadership principles and applications which help non-manufacturing organizations implement a culture of continuous improvement. The course is facilitated onsite with live instruction from a TPMG lean six sigma master black belt.

Lean Six Sigma Service Excellence Executive Champion Course Outline

I. The Roots of Lean Six Sigma a. The origin of lean six sigma and the tools

used in operational excellence b. Understanding the value, goals and

philosophy of Lean Six Sigma c. Understanding nature of quality and its

effect on productivity

II Analyzing Performance a. Understanding performance variation in the

delivery of services b. Demonstrate how to account for

performance using metrics c. Analyzing operational performance using

run charts d. Statistical Process Control – an executive

overview

III The Voice of the Customer a. Why focus on customer loyalty b. Properties of a well designed customer

loyalty model c. Voice of the customer case study: Stew

Leonard’s Dairy d. How to assess the voice of the customer

IV Lean Six Sigma Analytical Tool Set a. Process design b. Histograms c. Scatter diagrams d. Pareto analysis and diagrams

V. Lean Six Sigma Project Teams

a. Understanding the lean six sigma project team

b. Establishing a lean six sigma project team

c. Supporting a lean six sigma project team

VI Management by Fact – DMAIC Approach to Root Cause Analysis and Performance Improvement

a. Defining lean six sigma b. Antecedents of lean six sigma – creating

the right conditions c. DMAIC – six sigma approach to

performance improvement (Kaizen)

VII Establishing a Performance Excellence Program

a. Attributes of an effective performance excellence program

b. Focus on core processes c. Integrating measurements d. Addressing value added and non-value

added tasks e. Establishing performance targets f. DMAIC

Course Fees: Lean Six Sigma Service Excellence Executive Champion Training

Executive Champion Certification


Onsite: US$3,000.00 per class

Offsite: US$3,000.00 per class+ 175 per room rental*

Lean Six Sigma Executive Champion Training Itemized Cost Schedule:

1. Materials: $1,000.00 2. Master Black Belt Trainer: $2,000.00 3. Certification Exam: DNA 4. Gross Margin: None


5.1.2 Lean Six Sigma (Service/Educational Environment) - Lean Six Sigma Black Belt

Lean Six Sigma Service Excellence Black Belt Certification Program

Program of Study TPMG Educational Services

Course Guide

Course Description

In this 80 - 120 hour course, candidates apply the concepts of continuous improvement to create and sustain a more productive, cost effective and responsive service delivery organization. Through 16 units & 84 lessons, candidates learn the principles and applications which help non-manufacturing organizations implement a culture of continuous improvement and use methods such as lean management, continuous improvement and practices like the Toyota Production System. The course is facilitated by a TPMG LLC Master Black Belt. Through real world case studies, and practical exercises, TPMG promotes powerful performance improvement skill building. The program uses multimedia presentations; value added tutorials and real world application of case studies and actual performance improvement projects. The Performance Management Group help candidates master skills such as problem-solving, project management and business analysis while driving sustained performance improvements in the service sector. Successful black belt candidates are authorized to place the "LSSBB" designation, which acknowledges this credential, following their name. The basis of the program is derived from five specific areas:

1) The American Society of Quality’s Lean Six Sigma Body of Knowledge.


3) The isixsigma.com Lean Six Sigma Body of Knowledge.

4) The Project Management Institute’s Project Management Body of Knowledge.


In accordance with the standards set by the American National Standards Institute (ANSI/IACET 1-2007 Standard for Continuing Education and Training), those who complete the black belt certification program will be awarded Continuing Education Units (CEUs). The Continuing Education Units awarded are nationally recognized units designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction. In addition, in accordance with the standards set by the Project Management Institute (PMP® Credential Handbook last updated 15 May 2012), those who attend and complete the black belt certification program will be awarded Professional Development Units (PDUs). The Professional Development Units awarded are internationally recognized units designed to record a Project Management Professional’s continuing education and quantify approved learning and professional service activities. As a “category B” learning event, each hour of instruction related to project management, as designated by A Guide to the Project Management Body of Knowledge (PMBOK® Guide), equals 1 PDU.



Lean Six Sigma Service Excellence Black Belt Certification Course Outline

I. The Roots of Six Sigma a. The origin of six sigma and the tools used in

operational excellence b. The definition of productivity c. The nature of quality and its effect on

productivity d. The costs of poor quality e. An introduction to systems thinking f. The value proposition of quality

improvement II. Analyzing Performance

a. Understanding and studying performance variation in the delivery of services

b. Differentiating between common cause variation and special cause variation

c. Demonstrate how to account for performance using metrics

d. Defining, analyzing and interpreting measures of central tendencies: mean, median and mode

e. Analyze process performance using special cause rules

f. Use appropriate actions to address each type of variation in process performance

III. Process Design and Management

a. Understanding properties of a well designed process management system

b. Understand and analyze process elements and boundaries

c. Identify process owners, internal and external customers and other process stake holders

d. Traditional flowcharting e. The SIPOC process f. Requirements based process mapping g. Differentiating functionally focused

operations from process focused operations IV Voice of the Customer

a. Why focus on customer loyalty b. Properties of a well designed customer

loyalty model c. How to assess the voice of the customer d. Customer needs assessment - quality

function deployment

V Six Sigma Analytical Tool Set a. Check sheets and data sheets for data

collection b. Using histograms to measure and

compute central tendencies and dispersion

c. Using cause and effect analysis to examine the factors that effect process performance

d. Using scatter diagramming to test for possible cause and effect relationships.

e. Correlation and simple linear regression analysis

f. Using Pareto analysis to prioritize factors, identify the most significant causes of an issue or an effect, and understand how different units of comparison can effect prioritization

g. Process capability analysis h. Failure modes and effects analysis

VI Statistical Process Control for Service Organizations

a. Establishing performance metrics b. Understanding the object, purpose, and

benefits of SPC c. Define and apply the principle of rational

sub-grouping and sampling d. Identify, select, construct and apply

control charts for process measurements VII Six Sigma Project Teams

a. Establish, support and facilitate lean six sigma teams to resolve operational issues

b. Team roles and responsibilities c. Conducting project team meetings. d. The stages of team evolution

VIII Team Dynamics and People Skills

a. Team dynamics b. Consensus building c. Group think d. Understanding and managing change

IX Data Collection Techniques

a. Data collection planning b. Data collection methods c. Calculating valid sample sizes



Lean Six Sigma Service Excellence Black Belt Certification Outline (Continued)

X Management by Fact – Structured Approach to Performance Improvement.

a. Defining Six Sigma b. Evaluating sigma process performance c. PDCA – Deming approach to improvement

(overview) d. Antecedents of Six Sigma – creating the

right conditions e. DMAIC – Six Sigma approach to root cause

analysis and defect reduction (Kaizen)

XI Establishing an Operational Excellence Program

a. Attributes of an effective performance excellence program

b. Focus on core processes c. Integrating measurements d. Addressing value added and non value

added tasks e. Establishing performance targets

XII Lean Fundamentals for Service Companies a. Lean thinking b. Value defined: value creation and value

added

c. Muda (無駄) – waste, waste, waste

d. Value stream mapping e. Theory of constraints, work balancing, takt

time, theoretical maximum performance. f. 5S – getting your service house in order

XIII Quantitative Business Analysis (Inferential Statistics)

a. Basic statistical concepts b. Confidence intervals c. Hypothesis tests – tests of significance d. Analysis of variance e. Chi – square – goodness of fit test f. Multiple regression analysis

XIV The Balanced Scorecard Strategic Management System

a. The strategic planning process b. Situational (SWOT) analysis c. Strategic analysis and conclusions d. Managing strategy e. Principles of a strategy focused

organization f. The balanced scorecard g. Creating a balanced scorecard

XV Benchmarking for Continuous Improvement

a. Benchmarking defined b. The generally accepted benchmarking

best practices c. Critical evaluation of core processes d. Discovery e. Implementation f. Monitoring and evaluation

XV Financial Impact Analysis

a. The cost of poor quality b. Activity based cost management c. Cost benefit analysis

Course Fees: Lean Six Sigma Service Excellence Black Belt Certification

Black Belt Certification – (Includes 40 hours of Black Belt Certification Project Mentoring)



Offsite: US$33,000.00 per class+ $1,750 per room rental Individuals: Online Self-paced

$2,200.00 per candidate

Black Belt Certification Itemized Cost Schedule:

1. Materials: $1,500.00 2. Master Black Belt Trainer: $20,000.00 3. Black Belt Certification Exam Fees: $2,500.00 4. Lean Six Sigma Software Application: $3,980.00 5. Customization Fee: $3,500.00 (additional) 6. Black Belt Certification Project Mentoring: 40 hours – No Extra Charge (10 hrs per team) 7. Gross Margin: $5,020.00


5.1.2 Lean Six Sigma (Service/Educational Environment) - Lean Six Sigma Green Belt

Lean Six Sigma Service Excellence Green Belt Certification Program


Course Guide

Course Description

In this 40 hour course, candidates apply the concepts of continuous improvement to create and sustain a more productive, cost effective and responsive service delivery organization. Through 10 units & 42 lessons, candidates learn the principles and applications which help non-manufacturing organizations implement a culture of continuous improvement and use methods such as lean management, continuous improvement and practices like the Toyota Production System. The course is facilitated by a TPMG LLC Master Black Belt. The program uses multimedia presentations; value added tutorials and real world application of case studies and actual performance improvement projects. The Performance Management Group help candidates master skills such as problem-solving, business analysis and project management while driving sustained performance improvements in the service sector. Successful green belt candidates are authorized to place the "LSSGB" designation, which acknowledges this credential, following their name. The basis of the program is derived from five specific areas:






In accordance with the standards set by the American National Standards Institute (ANSI/IACET 1-2007 Standard for Continuing Education and Training), those who complete the Green Belt certification program will be awarded Continuing Education Units (CEUs). The Continuing Education Units awarded are nationally recognized units designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction. In addition, in accordance with the standards set by the Project Management Institute (PMP® Credential Handbook last updated 15 May 2012), those who attend and complete the Green Belt certification program will be awarded Professional Development Units (PDUs). The Professional Development Units awarded are internationally recognized units designed to record a Project Management Professional’s continuing education and quantify approved learning and professional service activities. As a “category B” learning event, each hour of instruction related to project management, as designated by A Guide to the Project Management Body of Knowledge (PMBOK® Guide), equals 1 PDU.



Lean Six Sigma Service Excellence Green Belt Certification Course Outline

I. The Roots of Six Sigma a. The origin of six sigma and the tools used in



improvement

II. Analyzing Performance a. Understanding and studying performance

variation in the delivery of services b. Differentiating between common cause

variation and special cause variation c. Account for performance using metrics d. Defining, analyzing and interpreting

measures of central tendencies: mean, median and mode



III. Process Design and Management a. Understanding properties of a well designed

process management system b. Understand and analyze process elements

and boundaries c. Identify process owners, internal and

external customers and other process stake holders


operations from process focused operations

IV Voice of the Customer a. Why focus on customer loyalty b. Properties of a well designed customer

loyalty model c. How to assess the voice of the customer d. Customer needs assessment - quality

function deployment

V Lean Fundamentals for Service Companies a. Lean thinking b. Value defined: value creation and value

added




VI Six Sigma Analytical Tool Set a. Data sheets for data collection b. Using histograms to measure central

tendencies and dispersion c. Using cause and effect analysis to

examine the factors that effect process performance


e. Correlation and regression analysis f. Using Pareto analysis to prioritize

factors, identify the most significant causes of an issue or an effect, and understand how different units of comparison can effect prioritization

g. Process capability analysis h. Failure modes and effects analysis

VII Statistical Process Control for Service Organizations

e. Establishing performance metrics f. Understanding the object, purpose, and

benefits of SPC g. Define and apply the principle of rational

sub-grouping and sampling h. Identify, select, construct and apply

control charts for process measurements

VIII Six Sigma Project Teams a. Establish and support lean six sigma

teams to resolve operational issues b. Team roles and responsibilities c. Conducting project team meetings. d. The stages of team evolution

IX Team Dynamics and People Skills a. Team dynamics b. Consensus building c. Group think d. Understanding and managing change

X Data Collection Techniques a. Data collection planning b. Data collection methods c. Calculating valid sample sizes

XI Management by Fact – Structured Approach to Performance Improvement.

a. Defining Six Sigma b. Evaluating sigma process performance c. PDCA – Deming approach to

improvement (overview) (Kaizen) d. Antecedents of Six Sigma – creating the

right conditions e. DMAIC – Six Sigma approach to root

cause analysis and defect reduction



Course Fees: Lean Six Sigma Service Excellence Green Belt Certification

Green Belt Certification – (Includes 40 hours of Green Belt Certification Project Mentoring)





Green Belt Certification Itemized Cost Schedule:

1. Materials: $1,300.00 2. Master Black Belt Trainer: $10,000.00 3. Green Belt Certification Exam Fees: $2,500.00 4. Lean Six Sigma Software Application: $3,980.00 5. Customization Fee: $3,500.00 (additional) 6. Green Belt Certification Project Mentoring: 40 hours – No Extra Charge (10 hrs per team) 7. Gross Margin: $6,220.00

5.1.2 Lean Six Sigma (Service/Educational Environment) - Lean Six Sigma Yellow Belt

Lean Six Sigma Service Excellence Yellow Belt Certification Program


Course Guide

Course Description

In this 3 day course, candidates apply the concepts of continuous improvement to create and sustain a more productive, cost effective and responsive service delivery organization. Through 8 units & 48 lessons, managers and individual contributors learn the principles and applications which help implement a culture of continuous improvement. The course is facilitated onsite with instruction from a TPMG lean six sigma master black belt. This course helps managers master skills such as problem-solving, project management and business analysis while driving sustained performance improvements in the service sector.

The basis of the program is derived from five specific areas:






In accordance with the standards set by the American National Standards Institute (ANSI/IACET 1-2007 Standard for Continuing Education and Training), those who complete the Yellow Belt certification program will be awarded Continuing Education Units (CEUs). The Continuing Education Units awarded are nationally recognized units designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction.

In addition, in accordance with the standards set by the Project Management Institute (PMP® Credential Handbook last updated 15 May 2012), those who attend and complete the Yellow Belt certification program will be awarded Professional Development Units (PDUs). The Professional Development Units awarded are internationally recognized units designed to record a Project Management Professional’s continuing education and quantify approved learning and professional service activities. As a “category B” learning event, each hour of instruction related to project management, as designated by A Guide to the Project Management Body of Knowledge (PMBOK® Guide), equals 1 PDU.



Lean Six Sigma Service Excellence Yellow Belt Certification Course Outline

III. The Roots of Six Sigma a. The origin of six sigma and the tools used in



improvement

IV. Analyzing Performance a. Understanding and studying performance

variation in the delivery of services b. Differentiating between common cause

variation and special cause variation c. Account for performance using metrics d. Defining, analyzing and interpreting

measures of central tendencies: mean, median and mode



III. Process Design and Management a. Understanding properties of a well designed

process management system b. Understand and analyze process elements

and boundaries c. Identify process owners, internal and

external customers and other process stake holders


operations from process focused operations

IV Voice of the Customer a. Why focus on customer loyalty b. Properties of a well designed customer

loyalty model c. How to assess the voice of the customer

V Lean Fundamentals for Service Companies a. Lean thinking b. Value defined: value creation and value

added




VI Six Sigma Analytical Tool Set a. Data sheets for data collection b. Using histograms to measure central

tendencies and dispersion c. Using cause and effect analysis to

examine the factors that effect process performance


e. Using Pareto analysis to prioritize factors, identify the most significant causes of an issue or an effect, and understand how different units of comparison can effect prioritization

f. Process capability analysis g. Failure modes and effects analysis

VII Statistical Process Control for Service Organizations

a. Establishing performance metrics b. Understanding the object, purpose, and

benefits of SPC c. Define and apply the principle of rational

sub-grouping and sampling d. Identify, select, construct and apply

control charts for process measurements

VIII Six Sigma Project Teams a. Establish and support lean six sigma

teams to resolve operational issues b. Team roles and responsibilities c. Conducting project team meetings. d. The stages of team evolution

XI Management by Fact – Structured Approach to Performance Improvement.

a. Defining Six Sigma b. Evaluating sigma process performance c. PDCA – Deming approach to

improvement (overview) (Kaizen) d. Antecedents of Six Sigma – creating the

right conditions e. DMAIC – Six Sigma approach to root

cause analysis and defect reduction



Course Fees: Lean Six Sigma Service Excellence Yellow Belt Certification

Black Belt Certification – (Includes 40 hours of Yellow Belt Certification Project Mentoring)



Offsite: US$24,000.00 per class+ $1,750 per room rental*

Yellow Belt Certification Itemized Cost Schedule:


5.1.3 Business Process Management

Business Process Management


Course Guide

Course Description

In this 1 day course, candidates apply the concepts of business process design, process mapping and performance management to create a more productive and efficient organization. Through 8 lessons managers and individual contributors learn the principles and attributes of a performance excellence system and how to use systems thinking to achieve operational excellence. The course is facilitated onsite with live instruction from a TPMG six sigma master black belt. Through participative adult learning instruction and hands on exercises, TPMG promotes powerful performance improvement skill building.

Business Process Management Course Outline

I. Systems Thinking II. Process mapping – traditional flowcharting III. Process mapping – cross functional

flowcharting IV. Process mapping – requirements based

process design V. Attributes of and effective performance

excellence system

VI. Establishing key performance indicators VII. Building an effective performance scorecard VIII. The ABC’s of performance management

Course Fees: Business Process Management




Business Process Management Itemized Cost Schedule:

1. Materials: $1,000.00 2. Trainer’s Fees: $2,000.00 3. Gross Margin: $500.00


5.1.5 Other Training Courses: Strategic Management Seminar

Strategic Management Seminar


Course Guide

Course Description

In this 1 day course, candidates learn the fundamental concepts of strategic analysis, strategy formulation and strategy implementation. Through 3 units and 13 lessons, participants receive a crash course in how an organization can create and deploy its strategy. The course is facilitated onsite with live instruction from a TPMG instructor. Through participative adult learning instruction and hands on exercises, TPMG promotes a learning environment for decision makers to understand the principles and applications of strategic management.

Strategic Management Seminar Course Outline I. Strategy Defined II. The Importance of Strategy III. The Strategic Management Process IV. Properties of an Effective Strategic

Management Process V. Situational (SWOT) Analysis VI. Competitive Analysis VII. Critical Risk and Success Factors VIII. Strategic Analysis and Conclusions IX. Southwest Airlines Strategic Initiatives 2007

X. Managing Strategy XI. XII. The Principles of a Strategy Focused

Organization

XIII. The Balanced Scorecard – An Introduction XIV. Creating a Balanced Scorecard

Course Fees: Strategic Management Seminar




Strategic Management Seminar Itemized Cost Schedule:



5.1.5 Other Training Courses: Baldrige National Quality Award

Malcolm Baldrige National Quality Awards Criteria for Performance Excellence Training Program


Course Guide

Course Description

In this 1 day course, candidates learn the fundamental concepts and Criteria for Performance Excellence of the Malcolm Baldrige National Quality Awards. Participants will learn the core values of the Baldrige Criteria and how to define the value of the awards process for individuals and organizations. They will understand how to describe the Baldrige Criteria and its relationship to systems thinking. They will also understand the scoring system of the Baldrige Awards process. The will become familiar with the Arizona Quality Alliance and AQA resources on Baldrige available to Arizona organizations, and learn of the National Institute of Standards and Technology (NIST) its resources on Baldrige available to organizations globally. Participants will develop a profound understanding of the Baldrige Awards core values. They will review, learn and understand the 2012 criteria for performance excellence of the Malcolm Baldrige National Quality Awards and local state quality awards. The will be equipped to spread information regarding the method throughout the organization, and they can provide information and planning for an organization wide Baldrige a self-assessment.

Baldrige Criteria for Performance Excellence Training Program

I. Understanding Baldrige and the quality movement – an overview II. Baldrige core values – the foundation. III. Core values exercise IV. Baldrige process and criteria overview V. Closer look at criteria for performance excellence VI. Scoring Exercise VII. Using the Baldrige Criteria to improve your organization VIII. Self Assessment Action Planning (optional

Course Fees: Baldrige Criteria for Performance Excellence Training Program




Baldrige Criteria for Performance Excellence Itemized Cost Schedule:



5.2 CONSULTING SERVICES

1. Consulting Service Description - Strategic Management: Service Fee US$125.00 per hour

a. Strategic Analysis: Our experts can examine your organization’s external environment. As a

result, we will conclude which external factors - such as: recent technology innovations, market

trends, movements among rivals, demographic shifts and labor availability - need to be addressed

by strategy. Some major factors a we will evaluate include those items such as:

i. Market Size and Rivalry

ii. Market Growth

iii. Barriers to Entry and Exit

iv. Rates of Return

v. Capacity Surpluses or Shortages

vi. Technological Change

vii. Power Among Buyers and Suppliers

viii. Capital Requirements

b. Core Competency Analysis: Our experts will conduct a series of internal assessments, and studies

to determine the areas in which your organization's strengths exist and, more importantly, where

your company's weaknesses lie. Our experts will focus on the following areas, including:

i. Leadership Effectiveness.

ii. Workforce Capability and Engagement.

iii. Organizational Systems and Structures.

iv. Operational Performance.

v. Customer and Market Knowledge.

vi. Customer Satisfaction and Relationship.

vii. Service Excellence.

viii. Strategic Management.

As a result of the study, you will know those important organizational factors upon which you

can build your company's future success. You will also know what factors represent significant

risks which can undermine your success and your organization's stakeholder objectives.

c. Balanced Scorecard Consulting Services: The result of our efforts will be your organization’s

fully deployed business strategy. The effort will yield a set of customer, operational, financial,

and workforce success factors and key performance indicators derived from your strategic plan.

The deployment of these critical success factors will drive alignment of strategic objectives and

metrics for your organization’s departments and work units. Departments and work units will

have fully developed a set of comprehensive action plans and a dashboard of key performance

indicators to achieve the designated strategic objectives. TPMG Balanced Scorecard coaches can

train and coach you to be experts at implementing the balanced scorecard.


5.2 CONSULTING SERVICES (Continued)

2. Consulting Service Description - Baldrige National Quality Award: Service fee US$125.00 per hour

a. Organizational Self-Assessment – Our experts help organizations prepare for the Baldrige

Awards process. We can partner with your organization’s leaders and individual contributors to

facilitate the following steps:

i. Identify the scope of the operation to be assessed.

ii. Select the Baldrige champions from within the organization.

iii. Determine the scope and format for the self-assessment and action plan.

iv. Help senior leaders and champions prepare an organizational profile

v. Help champions select subject matter experts or organize into category teams

vi. Facilitate the practice self-assessment techniques with category champions

vii. Help prioritize your organization’s key strengths and opportunities for Improvement

viii. Develop and implement an action plan for improvement

ix. Evaluate and improve your self-assessment and action process

3. Consulting Service Description – Quality Management: Service fee US$125.00 per hour

a. Lean Six Sigma Consulting: Our Lean Six Sigma Master Black Belt Consultants can help your

organization implement a culture of continuous improvement and a disciplined use of methods

such as lean management, continuous improvement and practices like the Toyota Production

System. Our Lean consultants can help your company by:

i. Training and coaching your employees to produce cost savings and productivity

improvements.

ii. Training and coaching your employees to become lean six sigma professionals.

iii. Designing and producing customized lean six sigma and operational excellence training

materials for company use.

iv. Designing custom fit lean six sigma programs to fit your company culture.

4. Consulting Service Description - Business Process Management: Service Fee US$125.00 per hour

a. Business Process Mapping: Our process experts will partner with your team to facilitate

business process mapping, perform documentation and evaluating work processes to identify

areas for improvement. In teamwork and work with members of the organization in

gathering, assessing/analyzing, tracking and identifying opportunities for improvement

related to company objectives. We are experts at assisting company leaders and staff with

leading large, cross-functional, process improvement projects and teams.

5.2.1 Experience in consulting in the above areas within a higher education environment.

The Performance Management Group LLC has more than 17 years experience in non-manufacturing,

service related industries. We have had success in the Healthcare industry, Finance and Insurance,

Telecommunications, Logistics, Shared Service Organizations, Internet Service Providers, Utility

Industries, and Call Centers. The scope of our work includes strategic planning, business process

improvement, The Balanced Scorecard and most notably, lean six sigma certification training, coaching

and consulting.

Our results are remarkable, to date our efforts for our clients include:

Reduced Order Management cycle times by 50%. Improved customer support efficiencies by 43%.

Improved customer satisfaction levels by 54%. Productivity improvements of 35 – 60%.

Improved Average Speed of Answer times by 45% Realized Savings per 6σ Project $256,000.

We have certified six sigma black belts and green belts for the University of Phoenix and Prescott College.

In 2003, we trained the staff of the University of Arizona Library (Tucson) in Continuous Process

Improvement methods. Most recently, we conducted a strategic visioning session for Rio Salado

Community College.


5.2.2 Extent of experience consulting organizations in the above knowledge areas

1. Quality Management

a. Business Process Improvement - 17 years

b. Performance Management and Continuous Improvement 17 years

c. Lean Six Sigma Consulting - 15 years

d. Lean Six Sigma Certification Training – 11 years

2. Balanced Scorecard Consulting – 17 years

3. Balanced Scorecard Training – 5 years

4. Balanced Scorecard Certification – 2 years

5. Malcolm Baldrige National Quality Awards

i. AQA Examiner – 3 years

ii. Arizona Governor’s Spirit of Excellence in Government – 2 years

6. Strategic Planning - 9 years

5.2.3 References that apply to the Scope of Work

Professional References for Gerald Taylor at The Performance Management Group LLC

1. Janet Allton – Manager Process Improvement and Quality Assurance – Kansas Gas Service (recent

retiree - 2weeks)

Mobile: (918) 740-1668

Email: [email protected]

2. Paul Wilson – Director of Utilities

Desk: (615) 459-9742 Extension 2111


3. Karen Shepard - Executive Director Arizona Quality Alliance

Desk: (480) 874-4823


4. Gary Laieski - SVP/Group Technology Manager - Union Bank

Mobile: (602) 695-9030


5.2.4 Include resumes of direct contacts and consultants that could be utilized by MCCCD

Professional Profile #1

GERALD TAYLOR Managing Consultant

EXPERIENCE AND EXPERTISE

Lean Six Sigma Master Black Belt

Lead, designed and deployed large, customized continuous improvement programs leveraging lean six

sigma that enable operational efficiencies, significant returns on investments and the achievement of

strategic goals.

As hands on project manager, identified key client business issues, determined client needs, conducted root

cause analysis and developed effective and feasible solutions.

Partnered and lead client teams to re-engineer/re-design and transform business processes.

Established metrics and key performance indicators for process monitoring and improvements

Lead small, medium and large complex engagements and change management initiatives.

Trained, certified and built successful/cohesive teams using development tools, assessment rubrics, training,

goals, performance evaluations.

Master black belt skills include problem-solving, process improvement orientation, financial analysis, project

and program management in complex corporate environments.

Effectively worked with senior leadership, mid-level managers and front-line leads and employees to

produce improvements in productivity, efficiencies and cost effectiveness.

Strong communication skills, including presentation skills (MS Visio, MS PowerPoint, Excel, Minitab).

Strategic Management Consultant

Conducted strategic analysis including: industry attractiveness & competitive position analysis, core

competency analysis, and SWOT analysis.

Formulated best strategies to fit client situation.

Facilitated 18-24 month company visions.

Produced operating mission statements.

Established strategic (long-term) performance objectives.

Translated strategic objectives into specific operational goals and departmental objectives.

Linked departmental objectives with employees goals.

Created a system of companywide key performance indicators and measurement systems.

Established a performance management program for core operating functions.

Constructed strategic management action plans.

Duties mentioned above were completed in teamwork and cooperation with executive staff, middle

management, frontline supervision as well as human resource functions.



(Continued) Professional Profile #1

GERALD TAYLOR Managing Consultant


Lean Six Sigma and Balanced Scorecard Trainer:

Lead, designed and deployed large, customized continuous improvement programs leveraging lean six sigma that enable operational efficiencies to achieve strategic goals.

1. Lean Six Sigma: I am the very first consultant to specialize in providing lean six sigma and continuous improvement training for non-manufacturing in the United States (1996). * Lean Six Sigma Black Belt Certification Trainer * Lean Six Sigma Green Belt Certification Trainer * Lean Six Sigma Basic Training * Lean Six Sigma Champion Training * Lean Six Sigma Excellence in Healthcare Delivery * Continuous Improvement Trainer – Master’s Certification. * Continuous Improvement Trainer – Leadership Certification. * Continuous Improvement Trainer – Individual Contributor. 2. The Balanced Scorecard: Implemented my first Balanced Scorecard in 1995 * Balanced Scorecard Certification Masters Trainer * Balanced Scorecard Certification Graduate Trainer * Building a Strategy Focused Organization

ACADEMIC BACKGROUND

Masters in Business Administration, WP Carey School of Business at Arizona State University Ecole Superieur du Commerce, Toulouse France: Tanner Fellowship Recipient

Bachelor of Science in Management, Arizona State University

ADDITIONAL ACTIVITIES

1. Associate Professor of Business Administration. 2. Three Time Examiner Arizona State Quality Awards (1998, 2000, 2010). 3. Two Time Examiner Arizona Government Spirit of Excellence in Government Awards. 4. Author: ● The Six Sigma Basic Training Workbook. ● The Balanced Scorecard Certification Manual

●The CQI Improvement Workbook. ● The Statistical Quality Control Workbook. ● TPMG Lean Six Sigma Certification Manual(s). ● TPMG News Letter, “Managing Service Excellence.” ●TPMG Excellence in Healthcare Delivery Manual

PROFESSIONAL TRAINING AND CERTIFICATIONS:

1. Malcolm Baldrige Quality Assessment – Arizona Quality Alliance 2. Six Sigma - Master Black Belt 3. MPM - Master’s Certification in Project Management

4. Performance Management & Continuous Improvement (RLG International)

5. Situational Leadership. 6. Performance Management Balanced Scorecard Certification




CAROLA VENOT Senior Management Consultant


15 years success in strategic planning, organizational development, and project management Strategic Planning:

Development and deployment of global strategic planning processes and performance management systems in Fortune 500 companies with global operations

Applies strategic analysis frameworks to examine industry and competitive trends, provide long-term vision, and identify opportunities

Create strategic initiatives that lead to sustainable competitive advantage and improve business results.

Business planning, financial modeling, and scenario planning

Designing and implementing business processes improvements

Organizational consulting in leading, coaching, and empowering global, cross-functional, and virtual teams.

Provides a global perspective: has lived and worked in Latin America and the US; holds an M.B.A. and a Master’s degree in International Management (from Thunderbird, School of Global Management); and has completed consulting work for clients in Spain, Venezuela, Uruguay, and Ecuador.

Bilingual; capable of managing business communications effectively in both Spanish and English.

Professional Accomplishments:

Developed 3-yr global strategic plans for Avnet Technology Solutions ; created annual (organic) revenue growth of 15.2% and 11.3% in fiscal years 2009 and 2010, respectively.

Drove structured strategic planning process at Motorola Inc. that formulated the Embedded Communications Computing (ECC) 2007-2009 strategic plan and achieved a 19% revenue growth opportunity.

Established a business intelligence unit in MOVILNET, one of Venezuela’s two main mobile telecommunications operators.

Boosted MOVILNET’s operational performance by 5% through process improvements, and applying balanced scorecard principles.

Identified and projected business opportunities in Europe valued at US$20M in a market research and financial modeling project for International Profit Associates (IPA-IBA).

Increased quality of consulting services for ITP Consultores’ strategy consulting methodologies and Generated $160K in incremental revenue over a two-year period.

Secured $120M in infrastructure and equipment investment for the Health Sector Reform Program for Venezuela as required by multi-lateral agencies (World Bank and Inter-American Development Bank).

ACADEMIC BACKGROUND

Master of International Management, Thunderbird, School of Global Management – Arizona, US Graduated with Honors Master of Business Administration, Instituto de Estudios Superiores de Administración – Venezuela Bachelor of Urban Planning, Universidad Simón Bolívar – Venezuela AFFILIATIONS Association for Strategic Planning (Member); International Association of Facilitators – IAF (Member);




MARIO L. SAENZ Senior Management Consultant


Business Process Improvement Expert – Certified Lean Six Sigma Black Belt

Led and managed several improvement projects establishing measurable goals and applying Lean Six Sigma methodology for continuous and increasing business performance. Improvement areas include: throughput, customer satisfaction, implementation of new processes, elimination of redundancies, development of available resources, exploration of IT applications, billing accuracy, and systems tracking - measurement & accountability.

Reduced Intake process Cycle Time by 75-80%

Improved throughput by 50% with 60% potential

Decreased billing errors by 80%

Implemented processes that properly documented the qualification of components per FAA

regulations resulting in $3M in inventory sales in three months.

Orchestrated inventory reduction programs resulting in $6M in inventory sales over six months

reducing warehouse space and increasing inventory turns.

Led cross-functional team to optimize product sales across markets.

Promoted and launched marketing strategies with potential sales of $100M in the repair and replace

market while selling $800K of finished goods inventory.

Received ‘Measurable Growth Award’ from Aerospace Equipment Systems CEO.

Led a team of 10 highly skilled engineers meeting product design requirements, on time, within

budget and meeting customer expectations for the design and delivery of 12 Environmental Control

and Life Support System products for the International Space Station (Boeing and NASA.)

Received ‘Benchmark Total Quality Wall of Fame’ award from Allied Signal Aerospace for leading the

collaboration of Six Sigma cross-functional teams that reduced the rejection rate from 2.1% to zero,

assembly time from 18 to 6 hours and acceptance test failures from 37% to 13%.

Led a team of 4 engineers combining the efforts of the analysis and design groups to reduce stress analysis and design cycle time for a product from 80 hours (highest time of +400 hours) to 4-6 hours.

Developed processes for analyzing components using FEA tools, design tools, and classical methods. Recognized as an expert user of ANSYS (Dynamic, Vibration, Shock, Impact Loading, and Thermal Analysis (linear and non-linear), parametric modeling) and other commercial codes. Collaborated with technical proposals and led technical and design reviews both internally and with external customers.

ACADEMIC BACKGROUND Lean Six Sigma Black Belt, School of Engineering, Arizona State University, Tempe, AZ 2010

Master of Business Administration (MBA), Arizona State University, Tempe, AZ 1995

Master of Science in Engineering (MSE), California State University, Northridge, CA

Bachelor of Science in Engineering (BSE), California State University, Northridge, CA PM Certification (Program Management, Allied Signal Aerospace); IPDS and PM tools and process TQM Facilitator, QFD, FMEA, JIT, Kaizen, Kanban, Lean Manufacturing, and Operational Excellence


5.3 SUPPORT: Support and mentoring programs related to training and consulting

services

Please see the consulting service descriptions and the training course guides submitted.


7. RESPONDENT QUESTIONNAIRE

7.1 Provide a brief description of your company.

Gerald Taylor, as an independent consultant specializing in business process improvement

established the Performance Management Group in 1995. After the telecommunications

deregulation act of 1996, demand for process improvement grew dramatically and Gerald

organized TPMG as a limited liability company and incorporated it in Arizona. The firm’s

business model is based on established long-term relationships with well educated and highly

qualified business consultants.

The mission of the firm is to help organizations realize their vision while creating value for their

stakeholders. The firm promotes three guiding and proven philosophies: customer intimacy,

strategy and operational excellence.

TPMG consulting services are concentrated in the following areas of practice:

1. Strategy: We are experts at helping companies design, align and execute winning

strategies.

2. Process Excellence: We are experts at streamlining processes and improving

productivity of organizations.

3. Operational Excellence: We train and implement six sigma and operational

excellence programs.

4. Performance Management: We design and deploy performance dashboards and key

performance indicators.

The Performance Management Group LLC has been successfully working with clients for more

than 15 years. We primarily engage with non-manufacturing organizations by providing

expertise and education to become more efficient and responsive. Our client list includes:

1. Technology companies like Hong Kong PCCW, Dynegy Global Communications,

and Telstra.

2. Healthcare organizations like Rouge Valley Medical Center, Banner Healthcare, The

Mayo Clinic.

3. Government and Non-Profit Organizations like The Arizona Quality Alliance,

Arizona State Government, Washington State Department of Social and Health

Services.

A more comprehensive list of our trainees and clients can be found at:

http://www.helpingmakeithappen.com/whowevehelped.html

http://www.helpingmakeithappen.com/whowevehelped.html


7.2 State the number of years of service and experience of your company with the Arizona

Quality Alliance and the Baldrige Award.

Our company has worked with the Arizona Quality Alliance since 1999. Gerald Taylor,

TPMG’s Managing Consultant is a three-time Baldrige examiner through the AQA. For the

AQA, our firm provides strategic planning services, recommends examiners from clients and

presents a series of workshops, training seminars and presentations for AQA members. In fact,

TPMG co-authored AQA’s 2010 strategic plan, “Coming out of the Crisis.”

TPMG worked with the AQA board and staff to complete a thorough situational (SWOT)

analysis, identify the organization’s critical success factors, and facilitate the vision, mission,

strategic objectives and action planning sessions. In addition, the firm worked with the

organization to develop performance measures and its 2011 financial outlook. TPMG highly

values its relationship with the AQA and the Criteria for Performance Excellence of the Malcolm

Baldrige National Quality Awards.

7.3 Describe your ability to successfully provide and/or comply with all of the items listed in

Section 5, Scope of Work.

TPMG LLC’s expertise ranges on a 4 point scale:

1. Qualified: Certified practitioners, fully capable of successfully establishing a

systematic program for clients.

2. Advanced: Certified practitioners; not only capable of successfully

establishing a systematic program for clients, but also able to impart the

knowledge into the organization so it can sustain its own efforts at a qualified

level.

3. Expert: Well educated and certified practitioners, capable of establishing a

systematic program and client’s internal bodies of knowledge along with

favorably affecting the organizational culture and transforming it into a high

performance culture.

4. Mastery: Thought leaders; TPMG is established as a benchmarked thought

leader in the industry continuously improving and innovating the effectiveness

of services through research, studies and publications.

With respect to the requests of this proposal:

Balanced Scorecard Training and Consulting - Expert

Lean Six Sigma Training and Consulting – Mastery

Business Process Management – Expert

Baldrige National Quality Awards – Advanced

Strategic Management – Expert

Quality Management – Expert

Project Management - Qualified


7.4 Additional qualities, qualifications, and/or examples that further demonstrate your

abilities to provide the services requested in the RFP.

1. All TPMG consultants are well educated with Master’s degrees in Business

Administration, Engineering or Organizational Development from top 25 schools.

2. TPMG consultants hold professional certifications in strategy, lean six sigma, project

management and process improvement.

3. All TPMG consultants are experienced professionals with well documented

accomplishments in fortune 500 US and international companies.

4. TPMG consultants have worked in a variety of industries and bring best practices

from those industries to bear on the clients behalf.

5. The consulting organization has authored its own set of books, manuals, and

publications and is a respected thought leader in the world of lean six sigma and the

balanced scorecard.

6. Through its online school, Training Camp, TPMG provides training and certification

on a global basis with clients in Canada, Australia, Honk Kong, Singapore and the

UK.

7. TPMG is one of top 3 respected organizations who provide Balanced Scorecard

Strategic Management training and certifications.


8. Pricing Schedule

The undersigned has read and understands all conditions and terms of RFP 3133-10, is

authorized to submit this proposal on behalf of the company, and hereby offers to perform the

services for the pricing indicated below:

8.1 Products/Services as requested in this RFP: Materials $_________________

Labor $_________________

Taxes $_________________

Total $_________________

8.2 Prompt Payment Discount: ____2/10 Net 30_____________________________

Other required services/fees, if any, not specifically requested in the RFP (list below)

$_________________

$_________________

$_________________

$_________________

Costs/Fees listed above shall include all overhead and profit. No billing will be accepted that

shows any other costs than those listed above. This includes, but is not limited to, travel, any out-

of-pocket costs, meetings, secretarial, printing, delivery, rent, phone calls, postage, overnight

mail service, accounting, fuel charges, office supplies, etc.

You may submit a more detailed pricing schedule in lieu of the above as an attachment to

this page, but the next page must be completed, signed and included with your proposal.

PLEASE SEE A MORE DETAILED PRICING SCHEDULE ON THE NEXT PAGE AS

WELL AS PART OF THE CONSULTING SERVICE AND TRAINING SERVICE

DESCRIPTIONS. GT


8. Pricing Schedule (Continued)

Course Fees: Balanced Scorecard Certification Training

PMBsc Certified Graduates


Onsite: US$20,000.00 per class (prorated to 10 candidates)


Individuals: Online Self-paced**

$2,500.00 per candidate * offsite courses conducted at University of Phoenix Campus Locations – room rental expenses not prorated.

** More than 4 Enrollees would create an online-blended course

format.

PMBscM Certified Master

Groups:

Includes an additional $1,000 per team mentoring fee for 8 hours of Balanced Scorecard Project coaching and mentoring. Individual:

Includes an additional $1,000.00 per candidate mentoring fee for 8 hours Balanced Scorecard project coaching and mentoring.

Balanced Scorecard Certification Itemized Cost Schedule:

1. Materials: $1,300.00 2. Trainer’s Fees: $10,000.00 3. Balanced Scorecard Certification Exam: $2,500.00 ($125.00 per test) 4. Course Customization: $2,500.00 (additional) 5. Gross Margin: $6,200.00

Course Fees: Lean Six Sigma Service Excellence Black Belt Certification

Black Belt Certification – (Includes 40 hours of Black Belt Certification Project Mentoring)





Black Belt Certification Itemized Cost Schedule:

1. Materials: $1,500.00 2. Master Black Belt Trainer: $20,000.00 3. Black Belt Certification Exam Fees: $2,500.00 4. Lean Six Sigma Software Application: $3,980.00 5. Customization Fee: $3,500.00 (additional) 6. Black Belt Certification Project Mentoring: 40 hours – No Extra Charge (10 hrs per team) 7. Gross Margin: $5,020.00

Course Fees: Lean Six Sigma Service Excellence Green Belt Certification

Green Belt Certification – (Includes 40 hours of Green Belt Certification Project Mentoring)





Green Belt Certification Itemized Cost Schedule:




Course Fees: Lean Six Sigma Service Excellence Yellow Belt Certification

Black Belt Certification – (Includes 40 hours of Yellow Belt Certification Project Mentoring)



Offsite: US$24,000.00 per class+ $1,750 per room rental*

Yellow Belt Certification Itemized Cost Schedule:


Course Fees: Business Process Management




Business Process Management Itemized Cost Schedule:


Course Fees: Strategic Management Seminar




Strategic Management Seminar Itemized Cost Schedule:


Course Fees: Baldrige Criteria for Performance Excellence Training Program




Baldrige Criteria for Performance Excellence Itemized Cost Schedule:




1. Consulting Services:

a. Strategic Management: Service Fee US$125.00 per hour

b. Baldrige National Quality Award: Service fee US$125.00 per hour

c. Quality Management: Service fee US$125.00 per hour

d. Business Process Management: Service Fee US$125.00 per hour

Special Note: Any travel which takes TPMG or its consultants outside of Maricopa County will include

any travel and or lodging related expenses at the rate disclosed on the requestors RFP as Attachment A.


9. Signature Page

Pursuant to Arizona Revised Statutes 35-391.06 & 35.393.06, proposer certifies that it does not

have a scrutinized business operation in either Sudan or Iran.

SIGNATURE: ___________________________________________________

PRINTED NAME: Gerald Taylor

TITLE: Managing Consultant

COMPANY: The Performance Management Group LLC

ADDRESS: P.O. Box 44989

CITY, STATE, ZIP: Phoenix, Arizona 85064

TELEPHONE: 602.692.5073 (M) 623.643.9837 (D)

FAX NUMBER: NO FAX NUMBER

E-MAIL: [email protected] or [email protected]

Is your firm a:

(X ) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture

Corporation Type: Domestic Limited Liability Company

* If a corporation, answer the following:

(a) Where incorporated: Arizona, Maricopa County, Phoenix

(b) Date incorporated: 5/05/1998

(c) Have your Articles ever been suspended or revoked? ( ) Yes (X) No

If yes, when, for what reason, and when were they reinstated:

Has your firm or its parent or subsidiaries ever been debarred or suspended from providing any

goods or services to the Federal Government or other public entities?

No

If yes, when, for what reason, and when were they reinstated:


ATTACHMENT B

BIDDER'S STATEMENT

Interested Bidders are asked to review and provide, as completely and accurately as possible, a

written response on each applicable section below:

TYPE OF BUSINESS ORGANIZATION

Please check the appropriate box(es).

The Bidder represents that it operates as:

___X___ A CORPORATION incorporated under the laws of

the State of: Incorporated in the state Arizona as a Domestic Limited Liability

Company

______ An INDIVIDUAL

______ A PARTNERSHIP

______ A NON-PROFIT ORGANIZATION

______ A JOINT VENTURE

Federal Employer Identification

Number: 86-0993024

PARENT COMPANY and IDENTIFYING DATA

A "parent" company, for the purposes of this provision, is one that owns or controls the activities

and basic business policies of the Bidder. To own the Bidding company means that the "parent"

company must own more than 50 percent of the voting rights in that company. A company may

control a Bidder as a "parent" even though not meeting the requirements for such ownership if

the "parent" company is able to formulate, determine or veto basic policy decisions of the Bidder

through the use of dominant minority voting rights, use of proxy voting or otherwise.

The Bidder:

______ IS ___X__ IS NOT owned or controlled by a "parent" company.

If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the

name, address, phone and fax numbers, and Federal I.D. No. of the company.


ATTACHMENT B

BIDDER'S STATEMENT (continued)

BIDDER REFERENCES

Private Business Contracts

MCCCD requires a minimum of five (5) current and local references for which you are

providing same or similar products and services specified herein. Please indicate below the

businesses for which you have provided such during the past two (2) years:

1. Company Name: Desert Schools Federal Credit Union

Address: 148 North 48th Street Phoenix, Arizona 85034

Phone #: 602.433.6121 Fax #: Unknown

Contact Person: Jennifer Godel [email protected]

Contract Period: Current From: To:

Describe Services: Lean Six Sigma Training and Mentoring Services

2. Company Name: Arizona Quality Alliance

Address: 4025 E. Chandler Blvd. #70-F10, Phoenix, AZ 85048-8829

Phone #: 480.250.2842 Fax #:

Contact Person: Karen Shepard [email protected]

Contract Period: Current From: To:

Describe Services: 1. Presentations & Workshops (strategic planning and continuous

improvement) 2. Strategic Analysis and AQA Strategic Plan 3. Time AQA Examiner

3. Company Name: Association for Strategic Planning

Address: Chandler, Arizona

Phone #: 602.421.7558 Fax #:

Contact Person: Ken Hein [email protected]

Contract Period: Ongoing From: To:

Describe Services: Balanced Scorecard Workshops

mailto:[email protected]



ATTACHMENT B


BIDDER REFERENCES

4. Company Name: ATK - Phoenix LGTCS

Address: Tempe, Arizona

Phone #: 602.421.2334 [email protected] Fax #:

Contact Person: Ben Sommerville - Chief Operating Officer

Currently Employed for ATK


Describe Services: Strategic Planning Services

5. Company Name: Banner Healthcare

Address: Phoenix Arizona

Phone #: (602) 695-9030 Fax #:

Contact Person: Jill Howard - [email protected]


Describe Services: Lean Six Sigma Training and Mentoring



ATTACHMENT B


ADDITIONAL BUSINESS INFORMATION

Standard Business Hours

1. Days of week available for services: Monday - Friday

2. Business hours of operation: 0730 – 1730

3. On-call/Emergency service hours: Open

Phone Number(s): 623.643.9837 (D) 602.692.5073 (M)

Web Address: www.helpingmakeithappen.com

FAX Number:

General Information

4. Business License Number: Does not apply (Corporation Commission File Number – L-0839683)

5. Number of years in business under current name: Since 1997

6. Number of offices in the State of Arizona: One

7. Business Classification (check applicable category)

Minority Owned Business (MBE) __X__

Woman Owned Business (WBE) _____

Does your firm hold this certification from any other agencies or companies?

No: ______Yes: ________ With Whom?


ATTACHMENT B

ADDITIONAL BUSINESS INFORMATION (continued)

8. Name and address of office assigned to handle the MCCCD account:

_____The Performance Management Group LLC Phoenix,Arizona______________________

______________________________________________________________________________

______________________________________________________________________________

9. Account Manager Information:

Name: Gerald Taylor

Phone: 602.692.5073 (M)

Pager: None

10. Contractors License Number(s): DOES NOT APPLY

TYPE NUMBER

___________________________ ________________________________

___________________________ ________________________________

11. Do you ever sub-contract any of your services?

NO: Not to a different company

YES: At times, we utilize independent consultants to partner as consultants of TPMG LLC

If YES, which services?: Business Process Improvement

ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DESCRIBE THE

EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROVIDING THE

PRODUCTS/SERVICES UNDER THE CONTRACT.


ATTACHEMENT C

MCCCD STUDENT INFORMATION SYSTEM

NON-DISCLOSURE AGREEMENT

Gerald Taylor_________________

Name

11/16/2012___________________

Date

Managing Consultant_______________________________

Job Title

The Performance Management Group LLC_____________

Company Name

I, __Gerald Taylor__________________________________, agree that when given access to the Maricopa County

Community College District Student Information System (SIS) database or file,

I will not reveal or attempt to reveal any individually identifiable information furnished, acquired, retrieved, or

assembled by me in connection with the SIS database for any purpose;

I will not disclose to the public or otherwise, information from which a student’s records could be identified;

I will not permit any other person to use a SIS account or password;

I will not attempt to identify individual students in the SIS database by joining that data with other

data available to me;

I will ensure that information extracted from the SIS database is safeguarded and stored in a location

and medium not accessible to anyone else but a MCCCD authorized person;

I will report any loss or breach of security to the MCCCD Purchasing Office (Attn: Keith Killourie /

480-731-8518) immediately;

I have read and agree to be bound by the Non-Disclosure Agreement between Maricopa County

Community College District and my Company.

_________________________________________________________

Signature / Date

The Performance Management Group LLC______________________

Company Name

Documents

THE PERFORMANCE MANAGEMENT GROUP LLC - · PDF fileTHE PERFORMANCE MANAGEMENT GROUP LLC ... Senior Management Consultant 23 ... management system. Successful Balanced Scorecard candidates