1411645246 (ITN) Business Excellence Consulting Services
| Agency: | Jea |
|---|---|
| State: | Florida |
| Level of Government: | State & Local |
| Category: |
|
| Opps ID: | NBD17334737226532734 |
| Posted Date: | Apr 5, 2024 |
| Due Date: | Apr 23, 2024 |
| Source: | Members Only |
1411645246 (ITN) Business Excellence Consulting Services
The purpose of this
solicitation for Business Excellence Consulting Services (this
"Solicitation") is to evaluate and select a vendor to perform
Business Excellence Consulting Services as described in this
Solicitation (the "Work") and to determine the best method for
JEA to procure the Work with regards to pricing, quality, design, and
workmanship.
The scope of work is to review JEA business segments
and processes to identify projects to increase efficiencies, reducing
unnecessary expenditures, and reducing overall operational and capital costs.
The selected consulting firm will collaborate with JEA to conduct a thorough
analysis of current operational processes, financial structures, and resource
allocations. The goal is to identify areas for efficiencies and effectiveness without compromising the utility's mission, service
delivery, or regulatory compliance.
USE THIS LINK TO ACCESS THE SOLICITATION VIA ZYCUS
https://zsn.zycus.com/guest/genericRegister/JEA074/iSource/790110/
Solicitation Due Date: April 16, 2024
Solicitation Due Date: April 23, 2024
Attachment Preview
SOLICITATION
FOR PARTICIPATION IN
BUSINESS EXCELLENCE CONSULTING SERVICES
FOR
JACKSONVILLE, FL
SOLICITATION NUMBER 1411645246
RESPONSES ARE DUE ON APRIL 16, 2024 BY 12:00 PM ET
ALL RESPONSES SHALL BE SUBMITTED THROUGH JEA’S E-PROCUREMENT AND CONTRACT
MANAGEMENT PORTAL WHICH IS PROVIDED BY ZYCUS SUPPLIER NETWORK WHICH CAN BE
ACCESSED AT HTTPS://ZSN.ZYCUS.COM/GUEST. INSTRUCTIONS ON HOW TO LOGIN TO ZYCUS
IS PROVIDED BELOW IN THIS SOLICITATION. LATE RESPONSES MAY BE REJECTED.
JEA WILL PUBLICLY OPEN ALL RESPONSES RECEIVED FROM QUALIFIED RESPONDENTS ON
THE DUE DATE LISTED ABOVE AT 2:00 PM ET VIA WEBEX.
FOR MORE INFORMATION PLEASE CONTACT THE JEA BUYER AT:
(ELAINE SELDERS – SELDEL@JEA.COM)
1.1) Scope of Work
The purpose of this solicitation for Business Excellence Consulting Services (this "Solicitation") is to evaluate and select a
vendor to perform Business Excellence Consulting Services as described in this Solicitation (the "Work") and to
determine the best method for JEA to procure the Work with regards to pricing, quality, design, and workmanship.
The scope of work is to review JEA business segments and processes to identify projects to increase efficiencies, reducing
unnecessary expenditures, and reducing overall operational and capital costs. The selected consulting firm will collaborate
with JEA to conduct a thorough analysis of current operational processes, financial structures, and resource allocations.
The goal is to identify areas for efficiencies and effectiveness without compromising the utility's mission, service delivery,
or regulatory compliance. This work may include but is not limited to a review of the following areas:
• Operations
o Electric
o Water/Wastewater
o Customer Field & Meter Services
o Asset Management & Utility Locates
o Planning, Engineering & Construction
• Finance
o Procurement, Inventory & Warehouse Management
o Facilities & Fleet Services
o Technology Services
o Financial Services
• Strategy
o Board Services
o Enterprise Strategy & Planning
o Economic Development & Real Estate
o Grid Modernization & Business Development
• Human Resources
o Human Resource Services & Operations
o Diversity Equity & Inclusion
o People & Culture
▪ Learning & Development
▪ Talent Acquisition
▪ Organizational Effectiveness
o Safety & Health Services
o Security & Emergency Preparedness
• Customer Relationships
o Business Client Relationships
o Residential Customer Experience
o Customer Revenue
o Corporate Research (Market Research)
• External Affairs
o Legal
o Compliance
o Audit
o Information Governance (Public Records)
o Government Relations
o Communications
The JEA organization structure, reporting relationships, and staffing levels shall be provided to the awarded Company.
For each area listed, the consultant shall:
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1. Review current financial statements, budgets, and operational performance reports.
2. Review current long range financial plan, long range resource plan, and make recommendations on methods for
cost savings in O&M and Capital targets.
3. Benchmark JEA organization against other similar organizations.
4. Conduct interviews with key stakeholders to understand organizational goals, challenges, and constraints.
5. Evaluate existing cost control measures and performance metrics. Recommend cost control methods and
performance metrics.
6. Assess the efficiency of the work performed, including quantifying rework, duplication, bottlenecks, and zero/low
value-added work.
7. Propose appropriate staffing levels based on benchmarking data and recognition of work to be accomplished.
8. Develop cost reduction recommendations to address operational inefficiencies.
9. Provide guidance on identification of cost avoidance and tracking to ensure “hard
dollar” savings.
10. Develop comprehensive financial models showing the cost impact of each recommendation, including the full
cost to implement each recommendation.
11. Prioritize the recommendations by preparing a detailed implementation plan, including consulting fees to assist
with the implementation.
12. Evaluate current procedures for contracting/purchasing large capital expenditure projects, including ongoing
maintenance and expansion projects.
13. Prepare and present project status and outcomes to the JEA Leadership and Board of Directors.
14. Evaluate the effectiveness and impact of the “Work Where You Work Best” policy on employee productivity, job
satisfaction, communication, collaboration, and overall organizational performance.
Design Approach Submission Requirements – These items shall be provided in the Response as detailed in
Solicitation Section 1.18 Design Approach.
Interested consulting firms must submit a detailed response that includes the following:
1. Company profile and relevant experience in providing cost-reduction consulting services for government-owned
utilities.
2. Write-up describing the Consultant’s understanding of
a. JEA’s current situation,
b. the challenges JEA faces, and
c. the Consultant’s approach to addressing the sensitive nature of this work.
3. Detailed project plan, including timelines, milestones, and deliverables.
4. Team qualifications, including resumes of key personnel assigned to the project.
5. Proposed price, including a detailed breakdown of fees by professional, including estimated hours and rates, plus
travel expenses.
Response Evaluation Criteria
Responses will be evaluated based on the following criteria:
1. Demonstrated experience in cost reduction consulting for similar organizations.
2. Clarity and comprehensiveness of the proposed methodology and approach.
3. Qualifications and expertise of the proposed project team.
4. Cost-effectiveness of the proposed price.
5. Ability to meet projected timelines.
6. Compliance with submission requirements and deadlines.
Capitalized terms used in this Solicitation without definition shall have the definitions given to them in Section 2 of
this Solicitation.
1.2) Background
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JEA owns, operates and manages the electric system established by the City of Jacksonville, Florida since 1895. In June
1997, JEA also assumed operation of the water and sewer system previously managed by the City. JEA is located in
Jacksonville, Florida, where we proudly serve an estimated 522,469 electric, 396,566 water, 316,441 sewer and reuse
water 26,902 customers. JEA is Florida's largest community owned utility and the eighth largest municipal in the United
States.
It is important to note that JEA is a municipal utility with additional local and state regulations regarding employment
categories and customer rate class requirements when conducting the review.
1.3) Invitation – Submitting a Response
Respondents that meet the Minimum Qualification stated herein are invited to submit a Response to this Solicitation to
perform the Work. A complete copy of this Solicitation, the Scope of Work, forms and all other documents referenced
in this Solicitation are on JEA’s E-Procurement and Contract Management Portal which is provided by Zycus Supplier
Network which can be accessed at https://zsn.zycus.com/guest/genericRegister/JEA074. Instructions on how to login
to Zycus are provided below in this Solicitation. Additional instructions are included in Appendix B.
All Responses are due at the time indicated on the title page of this Solicitation. Section 1 of this Solicitation are the
instructions for submitting a Response for this Solicitation. Section 2 of this Solicitation contain the definitions and
commercial contract terms associated with this procurement.
A Contract will be presented to the Respondent awarded this Work and the Contract will incorporate by reference this
entire Solicitation and all associated Addenda. A sample of the JEA Contract can be found on jea.com.
All documentation submitted with a Response must reference the Solicitation Title and Number stated herein. All
Responses must be made on the appropriate forms and formats as specified by this Solicitation and uploaded to JEA’s
procurement platform.
All Responses should be delivered electronically to JEA via the Zycus platform. An automated, detailed auditing
system provides sealed Response integrity. Responses remain sealed on the platform until the Close Date & Time
(Due Date & Time).
A Respondent shall be solely responsible for timely delivery of its Response to the Zycus Supplier
Network. Respondents are strongly encouraged to acquire log in credentials early as possible. Additionally,
Respondents are encouraged to submit Responses early to ensure uploading process goes smoothly. If Respondent is
not able to submit its Response via Zycus, then please email the Response to the JEA Buyer identified in the
Section below titled "Questions".
Responses are due by the time and on the date stated on the cover page of this Solicitation. LATE RESPONSES
MAY BE REJECTED.
1.4) Zycus Instructions
I. How to Log Into Zycus
A. New Users – Zycus
1. New Users will need to register to login. Registration will require Company name, address, phone, contact, title,
phone and email address. Also, it is recommended users use Google Chrome to access Zycus.
2. Note if the company is already doing business with JEA, you may find the company is already registered in Zycus.
To find out if you are registered, try entering your email address in the New User Registration screen. If you receive a
message stating “Email ID already registered”, log in as an Existing User Log-in”. If you don’t know your password,
enter your email address and click on “Forgot Password”.
3. Additional instructions are included in Appendix B.
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B. Existing Users or New Users with Previously Registered Emails
1. Once the user has a login on the sourcing platform select “Existing User Log-in”, the user may navigate to the
solicitation by selecting the icon for the applicable solicitation.
II. How to Submit a Response Using Zycus
1. Once logged in, users will see all JEA Sourcing Events, then select the applicable event.
2. Once in the Sourcing Event. The Sourcing Event has prompts for actions required to respond to the solicitation.
3. For the user to proceed to submit a Response to JEA using Zycus, the user will be required to provide its acceptance
of the of the Zycus iSource Terms & Conditions associated with the work. Such Terms and Conditions may cover
non-disclosure, safety, cyber security, Invitation for Bid contract terms, etc.
4. Once all terms are accepted, additional Solicitation information will be available for viewing and submitting a
Response by selecting “Confirm Participation”. JEA will then have a record indicating the company intends to submit
a Response.
5. A user then can respond to each section of the Solicitation, once completed with each section, select “Save”. Note
each section has a red, yellow, green light code. Items will turn green once completed. Yellow and red lights mean
there is additional action required. Users may also note under each tab, there are multiple questions to respond to,
scroll down the list to ensure all questions are answered.
6. In most Solicitations, JEA will provide Scope of Work, pricing tables in Excel which the user will need to
download. Additionally, Excel pricing tables may need to be uploaded once completed to as part of the Response.
Users can download the required attachments by selecting the “Buyers Attachments” icon.
7. Once the required forms are uploaded and saved, the section light will turn green. Once all sections are completed
and green lighted, the User may select “Submit Response”.
8. Once the user selects “Submit Response”, the user will receive a “Success” pop-up when submitted.
9. Once submitted users may recall and modify submitted documentation and submit information until the Response
Due Date and Time.
1.5) Questions
All Questions must be submitted in writing to the JEA Buyer listed herein at least five business days prior to the
opening date. Questions received within five business days prior to the opening date may not be answered.
1.6) Opening of Responses
All Responses received shall be publicly announced and recorded via WebEx at the date and time indicated on the
cover page of this Solicitation.
The details for the WebEx will be on jea.com at the following website: https://www.jea.com approximately 48 hours
before the Response opening.
At the opening of Responses, a JEA representative will publicly open each Response that was received prior to the
Date and Time, except for those Responses that have been properly withdrawn. JEA has the right to waive
irregularities or informalities in the Responses to the extent allowable under applicable laws.
1.7) Alternate Provisions and Conditions
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