Human Resources Department
www.santa-ana.org/human-resources
Item # 33
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
August 20, 2024
TOPIC: Staff Development Resources for City of Santa Ana Employees
AGENDA TITLE
Agreement with Franklin Covey Client Sales, Inc. for Training Resources for Citywide Staff Development (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute a sole source agreement with Franklin Covey Client Sales, Inc. to provide staff development resources for City of Santa Ana employees, for a term beginning July 15, 2024 and expiring July 14, 2027, for an aggregate amount not to exceed $90,960 (Agreement No. A-2024-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Human Resources Department utilized training resources provided by FranklinCovey over the past year to efficiently offer leadership courses to staff. These resources have included training curriculum, course materials, web-based training platform, etc., via their All Access Pass subscription. The Human Resources Department has dedicated one full-time Organizational Development and Training Manager to provide training with the assistance of other staff. By utilizing this subscription for the curriculum and course materials, this manager was able to bring new courses to the City without spending time developing the materials internally. The Human Resources Department requests to renew the FranklinCovey All Access Pass program for a three-year period.
Santa Ana City Ordinance No. NS-3041 authorizes the City to make non-bid purchases of services, supplies, materials, and equipment whenever it shall appear that there is only one reasonably available source. Staff researched available procurement options and product offerings in the market and determined that the training and staff development resources offered by Franklin Covey Client Sales, Inc. meets the City’s needs. FranklinCovey training curriculum, materials, and related offerings are proprietary and cannot be sourced through any other supplier. Additionally, over the past year, staff experience with FranklinCovey has been exceptionally positive; staff has worked with the supplier to develop custom solutions for the City, and training
Staff Development Resources for City of Santa Ana Employees August 20, 2024
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participants have reported that their experience has been excellent. FranklinCovey provides cost efficient and proven leadership and management training programs which include instructor certification. Their breadth of high quality courses is greater than other vendors. To obtain access to a similar catalog of materials, agreements with several vendors would be needed, multiplying the cost. Their comprehensive package, which includes access to a wide range of resources and support services, represents a cost- effective solution compared to piecemeal offerings from multiple providers. Employees have reported tangible improvements in their leadership capabilities, productivity, and job satisfaction as a direct result of participating in FranklinCovey training sessions. By continuing our partnership with FranklinCovey, we gain access to their proprietary methodologies, tools, and frameworks, which are not readily available from other vendors.
The proposed agreement includes subscription to the All Access Pass and funds for purchase of training materials as needed.
ENVIRONMENTAL IMPACT
The consideration and approval of the proposed action do not constitute a project under the California Environmental Quality Act.
FISCAL IMPACT
Funding is available in the current FY 2024-25 budget and funding for subsequent fiscal years will be included in the proposed budget for City Council consideration.
Fiscal Year Accounting Unit-
Account #
Fund
Description
Accounting
Unit, Account
Description
Amount
24-25 01109050-62120 General Fund Human
Resources
Training,
Transportation,
Meeting
$30,320
25-26 01109050-62120 General Fund Human
Resources
Training,
Transportation,
Meeting
$30,320
26-27 01109050-62120 General Fund Human
Resources
Training,
Transportation,
Meeting
$30,320
Total $90,960
Staff Development Resources for City of Santa Ana Employees August 20, 2024
4 4
9 2
EXHIBIT(S)
1. Agreement
Submitted By: Lori Schnaider, Executive Director of Human Resources Approved By: Alvaro Nuñez, City Manager