RFQ - COUNTY STAFF DISC CERTIFICATION AND ASSESSMENT SERVICES

ALLEN R. HUNSBERGER DEPARTMENT OF PURCHASING AND CONTRACTING BRENDA MILLER
DIRECTOR 5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204 ASSISTANT DIRECTOR
PHONE (858) 505-6367 FAX (858) 715-6452
REQUEST FOR QUOTES (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
MAY 14, 2026
A. KEY INFORMATION
1. The County of San Diego is seeking quotes from firms interested in providing County staff DISC certification and
DISC assessment delivery services ("Offerors").
2. The County anticipates a contract term of an initial (base) period of one (1) year, with four (4) one-year option
periods.
3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/ . To
see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must
select "Participate in RFx" for this solicitation in BuyNet.
4. The Contracting Officer for this solicitation is David Robar, Senior Procurement Contracting Officer, email:
david.robar@sdcounty.ca.gov.
5. Schedule: This timeline is subject to change at any time, at the County's sole discretion. The County will issue an
addendum for changes to the Questions due date, or Quote due date.
Event Description Date and Time (San Diego Time)
Questions due May 21, 2026 prior to 5:00 p.m.
Quotes due May 29, 2026 prior to 5:00 p.m.
6. Questions:
6.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation
of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via
BuyNet, by sending a message to the Contracting Officer through the "Discussions" functionality.
6.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.
7. Table of Contents:
A. Key Information
B. RFQ Instructions and Rules
C. Submittal Items
D. Required Forms
E. Statement of Work
F. Payment Schedule
G. Draft Agreement
B. RFQ INSTRUCTIONS AND RULES
1. INSTRUCTIONS FOR SUBMITTING A QUOTE
1.1. It is Offeror's responsibility to submit a quote based on the most current RFQ, addenda thereto, County's
responses to Questions, any other information posted on BuyNet, and any diligence material made available by
the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to
contact Offerors directly with any such RFQ-related information.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of updates,
Offerors must select "Participate in RFx" for this solicitation in BuyNet.
1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from Department
of Purchasing and Contracting's front desk or contact clerical support at (858) 505-6367.
1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the
County's web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.
1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may
submit the version of a form in place as of the date of the posting of this RFQ or any later version
thereof.
1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation to the
County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before
the Date and Time listed in Schedule.
1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the
Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with
either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such
submissions with the RFQ number on the outside of the packaging. Please use this method only if
unable to submit through BuyNet.
2. QUESTIONS
2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting
Officer, in writing, as a question ("Question"). Offerors may submit Questions by sending a message to the
Contracting Officer through the "Discussions" functionality in BuyNet.
2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule for
Question submission. Offeror is responsible for ensuring that Questions are received by the County.
3. QUOTE FORMAT
3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than
signature pages, converted and searchable formats are preferred.
3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.
4. QUOTE ORGANIZATION
4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.
4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item within each
exhibit.
4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.
4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.
4.1.4. Cost/Price information:
4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall
be inclusive of all proposed compensation.
4.2. Confidential/Proprietary information:
4.2.1. The County is a public agency subject to the California Public Records Act, Government Code
7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject to
disclosure, and the County intends to publish any resulting contracts to its public website.
4.2.2. It is Offeror's responsibility to identify and separate into a "CONFIDENTIAL/PROPRIETARY"
exhibit and to provide a signed Nondisclosure Indemnification Agreement for:
4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from
disclosure pursuant to the California Public Records Act, including PI (Personal Information),
PII (Personally Identifiable Information), or PHI (Protected Health Information);
4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from
disclosure under the California Public Records Act and wishes to protect from disclosure.
4.2.3. The "CONFIDENTIAL/PROPRIETARY" exhibit must be clearly labeled with all pages marked as
"CONFIDENTIAL/PROPRIETARY."
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
4.2.4. Offeror should reference material in the "CONFIDENTIAL/PROPRIETARY" exhibit where it is
needed to respond to a Submittal Item through citation to the "CONFIDENTIAL/PROPRIETARY"
exhibit (for example "See response 1 contained within the 'CONFIDENTIAL/PROPRIETARY'
exhibit for staff Social Security numbers").
4.2.5. If the County determines that a submission improperly designates information as confidential or
proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the
submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other
appropriate action. (Note: Pricing and Terms and Conditions are generally not confidential under the
California Public Records Act).
5. QUOTE EVALUATION
5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance,
availability, price, and more to determine the quote(s) that provide the best value to the County.
5.2. During evaluation, the County may appropriately consider the sustainability and social, human health,
environmental, and economic impact of Offeror's proposed products and/or approach to providing goods and/or
services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror's
proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.4. When evaluating an Offeror's cost or pricing, the County may also consider the effect of the quote on the overall
total cost to the County.
6. COUNTY COMMITMENT
6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of
Offeror's costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any
reimbursable cost in anticipation of a contract award.
6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its
respective officials, agents, or employees arising out of or relating to this RFQ or these procedures (other than
those arising under a definitive contract with Offeror in accordance with the terms thereof).
6.3. The County reserves the right to separately procure the same or similar goods or services.
6.4. The County may withhold all information regarding this procurement until after negotiations are complete,
including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes;
the County's evaluation and results thereof. Information releasable after the conclusion of negotiations is
subject to the disclosure requirements and withholding exemptions of the California Public Records Act.
6.5. Pursuant to County Charter 703.10 and 916, award of a contract resulting from this RFQ may be subject to
the County's requirement to determine that the services can be provided more economically and efficiently by
an independent contractor than by persons employed in the Classified Service.
6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves
the right to award a contract to a resulting entity.
7. DILIGENCE AND DUTY TO INQUIRE
7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related
documents, Offeror shall have a duty to submit a Question to the County.
7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required,
including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable,
information that can be obtained during a site visit (including verification of measurements, conditions, and
other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or
other relief based upon information that was discovered or should have been discovered through due diligence.
7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any
diligence material or other information provided by the County or any of its agents, representatives, contractors,
or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or
may not prove to be correct.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral
responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer,
agent, or employee of the County shall affect or modify any terms or requirements of this RFQ, except as
explicitly provided for in this RFQ.
8. OFFEROR COMMUNICATIONS
8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or its
officers and employees (including consultants working on or assisting with this procurement), related to this
RFQ or Offeror's quote, must be directed in writing exclusively to the Contracting Officer, unless otherwise
authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any
other County personnel about this solicitation, except as otherwise allowed for in this RFQ or by law. Any
improper contact may, at the County's sole discretion, cause Offeror to be removed from consideration for
contract award.
8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County's sole
determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may
be removed from consideration for award.
8.3. Audio and/or video recording of presentations, discussions, negotiations, or other communications with the
County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.
9. SOLICITING EMPLOYEES
9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the
County's employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors,
or any person acting in concert with Offeror without prior written approval of the County's Contracting Officer.
This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact
with Offeror.
10. PROHIBITED CONTRACTS AND SUBCONTRACTS
10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract
with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of
Supervisors finds that special circumstances exist which justify the approval of such contract:
10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the
governing body;
10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as officers,
principals, partners, or major shareholders;
10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of
subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of
service to be performed by the contract; or, (ii) participated in any way in developing the contract or its
service specifications; and
10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve
as officers, principals, partners, or major shareholders.
10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work
under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or
ownership relationship exists, unless specifically authorized by the Board of Supervisors.
10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections
11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these
provisions.
11. CALIFORNIA REVENUE & TAXATION CODE 18662
11.1. In compliance with California Revenue and Taxation Code 18662, if Offeror is a non-resident of California
(out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form
590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment
from the County, new suppliers or suppliers with expired forms or forms with incorrect information must submit
new forms to the County (forms are available from the Franchise Tax Board website listed below).
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If
Offeror has already received a waiver or a reduced withholding response from the State of California and the
response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit
the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board
websites, listed below, for tax forms and relevant information regarding non-resident withholding, including
waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak
with their tax advisers and/or the State of California for guidance.
Franchise Tax Board Websites:
https://www.ftb.ca.gov
https://www.ftb.ca.gov/forms/search/
11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694-
2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The
P.O. Number or Contract Number (if available) and "California Revenue and Taxation Code 18662" must
appear on fax cover sheet and/or the outside of the mailing envelope.
12. W-9 FORM
12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the
County.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
C. SUBMITTAL ITEMS
1. EXHIBIT 1 - REQUIRED FORMS
1.1 Submit a completed and signed Offeror's Cover Page (PC600) form
* Required for all Offerors
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf
1.2 Submit a completed and signed Representations and Certifications form (PC601)
* Required for all Offerors
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf
1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)
* All Offerors are encouraged to complete this form to support County data collection.
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf
1.4 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).
* Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.p
df
2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT
1. Technical Approach
1.1. Confirm (YES/NO) your acceptance of the requirements of Exhibit A - Statement of
Work (SOW)
YES NO

1.1.1. If your organization has exceptions to the SOW requirements, please indicate your proposed
changes in your response. Provide explanations to support any alternative
standards/language being proposed. Failure to specifically reject a proposed requirement
will be deemed an acceptance of such requirement.
1.2. Provide a detail narrative response to the following:
1.2.1. Describe the functionality and features of your training system that support how you will
successfully deliver the scope, goals, requirements, and outcomes outlined in Exhibit A -
Statement of Work.
1.2.2. Describe how your proposed training solution will be implemented if awarded a contract,
including:
1.2.2.1. Key steps associated with implementation.
1.2.2.2. Contractor personnel assignments and roles.
1.2.2.3. Anticipated required County resources.
1.2.2.4. Anticipated timeline from contract award to County staff training participation.
2. Offeror and Offeror's Personnel Experience Qualifications
2.1. Provide three (3) examples of previous DISC Assessments results and reports, showing a proven history of
assessment-validity and alignment with DISC philosophy. Responses should include past work provided
for customers within the past five (5) years, that are similar in size and scope to the County's requirements.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
2.2. Provide at least three (3) references for clients for whom your organization has performed similar services
to that of the County's requirements withing the past five (5) years. Include examples of the previous DISC
training services provided by your firm If available, include government-related examples and provide the
following reference information.
2.2.1. Client name
2.2.2. Service dates
2.2.3. Key contact name and title
2.2.4. Business email
2.2.5. Business phone number
2.2.6. A summary of the training and assessment types performed
2.3. Provide resumes for all personnel to be assigned to this
agreement. Include:
2.3.1. Pertinent years of experience in providing the required services
2.3.2. Any applicable licenses and/or certifications held by staff performing the required services.
3. Price
3.1. Complete Exhibit C - Pricing Schedule
3.2. Describe any assumptions used to develop pricing.
3.3. Provide Assessment Ordering tiered pricing options available
4. County Terms and Conditions and Compliance
4.1. The County's terms and conditions have been provided as part of this document. The offeror should
respond to these documents in accordance with the procedures and format set forth below.
4.1.1. Confirm (Yes/No) your organization's acceptance of the proposed County standard terms
and conditions and insurance requirements as presented in the RFP.
Yes No

4.1.1.1. If No, provide a detailed paragraph-by-paragraph, contract clause-by-contract clause description
of any issues or concerns that Offeror may have with the documents listed. If Offeror objects to
a particular paragraph or clause, then Offeror will need to further describe, in business terms
and not in proposed language, the nature of its concern and what terms Offeror is willing to
accept. The Exception List shall provide the reason or rationale supporting the item of concern
and/or counter-response. Simply stating that a paragraph or clause is "Not Acceptable" or
proposing alternative contract terms without describing in business language the reason or
rationale may be considered acceptance of that paragraph or clause. If Offeror does not identify
specific concerns with a particular paragraph or clause, the County will consider the paragraph
and/or clause acceptable. Offeror shall also provide a description of the business benefit to the
County for the proposed language changes.
The Offeror will be deemed to have accepted any terms and conditions of the Contract to which
it does not take exception in its proposal.
4.2. Provide the status of any current and/or pending investigations that involve failure or alleged failure to
deliver performance on similar scope of contracts and/or investigations that may directly impact on this
contract (e.g., non-compliance with legal requirements). Provide information regarding status, resolution,
and, if any, penalties, fines, or other actions required.
3. EXHIBIT 5 - CONFIDENTIAL PROPRIETARY
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules
section 4.2
D. REQUIRED FORMS
(RESERVED)
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
E. STATEMENT OF WORK
1. SCOPE OF WORK PURPOSE
The County of San Diego (County) has a requirement for a Contractor to online DISC-certify two (2) in-house staff
(Facilitators), and provide County staff with digital access to DISC (Dominance, Influence, Steadiness, and
Conscientiousness) online assessments for use in County-run workshops and team development activities, including
delivery of assessment results and reporting tools. The County will conduct all DISC-based training sessions internally.
2. BACKGROUND
The County of San Diego's mission is to strengthen communities with innovative, inclusive and data-driven services
through a skilled and supported workforce. By incorporating DISC behavioral assessments into its internal training
offerings, the County helps employees understand how they naturally approach work, communication, deadlines, and
collaboration with colleagues or project teams.
3. GENERAL REQUIREMENTS
3.1. The Vendor shall deliver the following:
3.1.1. Within thirty (3) days after contract award, provide certification training for two (2) fully certified DISC
facilitators, demonstrated through official documentation.
3.1.2. A digital assessment administration system accessible only to designated County facilitators that should
include:
3.1.2.1. Their DISC style
3.1.2.2. Strengths and motivators
3.1.2.3. Communication preferences
3.1.2.4. Potential stressors
3.1.2.5. Tips for working with others - flexing and adapting to different communication styles
3.1.2.6. Individual DISC assessment results delivered digitally and downloadable within 24 hours of
assessment completions.
3.1.2.7. Ongoing technical and administrative support for assessment systems.
3.2. The Contractor shall, in a digital format, provide all services, materials, systems access, and support necessary to
meet the following requirements:
3.2.1. Provide DISC-certification/practitioner training for two (2) designated County employees (Facilitators).
3.2.2. Provide all required coursework, resources, and assessments for certification.
3.2.3. Provide participants with all required post-training access, credentials, and facilitator materials.
3.2.4. Provide a DISC training PowerPoint (PPT) for County-Facilitator use that follows a clean, business-friendly
layout and focuses on explaining the four DISC personality styles - Dominance, Influence, Steadiness, and
Conscientiousness. The PPT shall include the following:
3.2.4.1. An overview slide introducing DISC and its purpose
3.2.4.2. Four sections-one for each style (D, I, S, C)
3.2.4.2.1. Each style's slide includes:
3.2.4.2.1.1. Key traits
3.2.4.2.1.2. Typical behaviors
3.2.4.2.1.3. Strengths
3.2.4.2.1.4. Potential challenges
3.2.4.2.1.5. How to communicate with this style
3.2.4.2.1.6. Comparison charts showing how styles differ
3.2.4.2.1.7. Team dynamics slide (how the group's styles interact)
3.2.4.2.1.8. Application slides-how to use DISC at work (communication, conflict, leadership)
3.2.4.2.1.9. Closing summary or next steps
3.2.4.2.1.10. Visuals using the common DISC colors:
3.2.4.2.1.10.1. Dominance = Red
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13229
DEPARTMENT OF HUMAN RESOURCES
COUNTY STAFF DISC CERTIFICATION AND DISC ASSESSMENT DELIVERY SERVICES
3.2.4.2.1.10.2. Influence = Yellow
3.2.4.2.1.10.3. Steadiness = Green
3.2.4.2.1.10.4. Conscientiousness = Blue
4. SPECIFIC REQUIREMENTS
4.1. DISC Assessment Administration
4.1.1. Within thirty (30) days after contract award, and for the entire contract period, the Contractor shall provide
access to a secure, vendor-managed digital platform for administering DISC assessments to County
facilitators.
4.1.2. The Platform shall have capability for County facilitators to view how many assessments remain to allow
planning for ordering additional assessment purchases to load into the Platform
4.1.3. The Contractor shall issue assessment links or credits upon request by certified County facilitators.
4.1.4. The Contractor shall ensure assessments can be completed on standard browser-based systems without special
software.
4.2. Reporting and Data Access
4.2.1. For the entirety of the Contract term, provide County facilitators with full digital access to individual
assessment results and downloadable reports.
4.2.2. Where available, enable group report generation or team/comparison reports upon facilitator request.
4.2.3. Provide ongoing access to historical assessment results for administrative and session-preparation purposes.
4.3. The Vendor shall provide continued support related to the following:
4.3.1. Customer support for technical issues related to assessment access, reporting, or platform functionality.
4.3.2. Provide updates to standard certified facilitator training materials or platform changes, at no additional cost.
4.3.3. The Contractor shall provide twenty-four hours a day, seven days a week access for County users to view
reports, create assessments links, administer report, and generate group reports, as well as other administrative
functions.
4.3.3.1. Any planned instances where the service will not be available to County users shall be
communicated to the Contracting Officer's Representative (COR) at least forty-eight (48) hours prior to
the scheduled unavailability.
4.4. Security and Privacy Requirements
4.4.1. The Contractor shall:
4.4.1.1. Protect all County employee information in compliance with applicable federal, state, and County
data protection standards.
4.4.1.2. Ensure all digital systems used for assessments meet security and privacy requirements.
4.4.1.3. Not share or use assessment data for any purpose other than fulfilling this contract.
5. INVOICING
5.1. Send all invoices to the following:
Department of Human Resources
5500 Overland Avenue, Suite #370
San Diego, CA 92123
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