1-ACWESPP Notice - Blackbaud.pdf

In Process

Purchasing Department

995 West Beardsley Place, Salt Lake City, UT 84119

Emai: Purchasingdept@slcschools.org

Phone: 801-974-8366

NOTICE OF INTENT TO AWARD A CONTRACT WITHOUT ENGAGING IN A STANDARD PROCUREMENT

PROCESS

The Salt Lake City School District (SLCSD) Purchasing Department is publishing this notice pursuant to the Utah Procurement

Code. The requesting department submitted this form to the Purchasing Department claiming that it intends to award a contract without competition if it is determined by the Purchasing Department, in writing, that:

• there is only one source for the procurement item;

• transitional costs are a significant consideration in selecting a procurement item; or

• the award of a contract is under circumstances, described in rules adopted by the applicable rulemaking authority, that make awarding the contract through a standard procurement process impractical and not in the best interest of the

SLCSD.

In the subsequent pages, the requesting department has identified its justification for wanting to award a contract without engaging in standard procurement process.

Determination of Other Interested Vendors

The intent of this notice is to determine if there are any other interested and qualified vendors that meet the specifications of this notice. Any such vendors must submit the following information:

• The name of the contesting qualified vendor; and

• A detailed explanation, including documentation, showcasing any other competing sources for the procurement item.

In addition, a qualified vendor should include:

• Documentation that vendor can provide a comparable or better procurement item that meets or exceeds the specifications;

• Documentation that vendor can also provide the same proprietary procurement item or an equivalent procurement item; and

• If transitional costs are identified as the justification for this notice, submit a cost comparison of the identified transitional costs with vendor’s anticipated transitional costs.

Regardless of any prior communications with SLCSD or the Purchasing Department, all vendors interested in responding to this notice must submit a response to this posting containing complete responses to all of the information requested above.

DO NOT CONTACT THE CONDUCTING PROCUREMENT UNIT. Any questions regarding this notice, including obtaining additional information, can be obtained through the Purchasing Department during the publication period. No action is required if you agree with this Notice.

If, after the public notice period has passed, the Purchasing Department determines that there are other interested and qualified vendors that meet the specifications of this notice, the Division of Purchasing will not award a contract pursuant to this notice.

If, after the public notice period has passed, no valid challenges have been received, then the Purchasing Department may award a contract to the identified vendor without competition.

Please read the entire form very carefully before responding to this notice.

Docusign Envelope ID: 3701CF17-41AC-83E5-8361-F6466F2A8582

Department/School Contact Information Department/Division Name: Salt Lake Education Foundation

Contact Person and Title: James E. Yapias

E-mail Address: James.Yapias@slcschools.org Telephone Number: 801-578-8268

Does the requestor or anyone at the requesting department/school have any personal, financial, or fiduciary relationship with the proposed vendor? No

Item or Service Description of procurement item to be purchased: The Blackbaud system is used by the Salt Lake Education

Foundation and Development Office (SLEFDO) for their comprehensive fundraising and donor management efforts. They have used this system since 2010 and have observed a marked increase in their efficiency and customer relations. Below describes the various modules used by SLEFDO.

Raiser’s Edge NXT, a cloud-based fundraising and donor management software built specifically for nonprofits, is accessible by the user anywhere, anytime, and on any device. It has cultivation tools and analytics that automatically recommend top prospects, suggested ask amounts, donors at risk of lapsing, and has data enrichment services to help the user find missing addresses, emails, and phone numbers. It provides tools to keep constituents engaged with dynamic email campaigns. It has integrated multichannel techniques and tools; campaign reporting;

advanced tools and metrics for events, volunteers, alumni, and diverse programming. The intuitive reporting and dashboards track key nonprofit metrics, such as donor retention and acquisition. It automatically processes online donations, pledges and payments with no manual entry required and includes peerto-peer fundraising tools. There are role-based work centers built specifically to help track individual and team performance, manage portfolios, and quickly view recent touch points. It allows for collaboration and sharing information with the users regarding prospects, donors, and volunteers. In database view the user can track detailed constituent and relationship information, including volunteers and alumni; manage gifts and fundraising efforts including campaigns, funds, appeals, events and mailings; create detailed queries to group, analyze, and export records; enter multiple records in bulk; set advanced security for users, records, and data.

Financial Edge NXT, a financial planning and analysis product, provides budget management tools which will allow the user to define unique business rules, review actual vs. budget performance with built-in budget checking, and use customizable fiscal periods. Budgets can be created by department grant, program, or project. The user can create and compare an unlimited number of budget scenarios down to the project level that helps control budget spending with business rules and automatic notifications. It provides configurable dashboards, indepth records, and custom reports with the ability to create advanced reports by funding source against multiple fiscal periods or budget scenarios; automates the roll-up of financial data and efficiently consolidates and reports on financial information across multiple locations. The user can visually set up and edit charts of accounts with a chart organizer and use unlimited number of tracking characteristics to capture and report on project and grant activity outside the account string. SKY Reporting provides users interactive transactional reports, personalized dashboards, and advanced analytical tools to generate board-ready reports in an instant, with the ability to schedule email report updates or drill into report details to analyze key metrics. It provides advanced filtering by any data element and configurable at-a-glance dashboards which allow creating and saving personal views, filter by a variety of fields, and drill down into source data.

Estimated value of the contract/purchase order: 175,851.13

Freight Cost (F.O.B. Destination, Freight Prepaid): N/A

Contract

1. Insert requested term of contract: three (3) and renewal options: None (The standard contract term is five (5) years. If the requested term will be longer than five years, written justification is required.)

2. The Department/School may not make the procurement until the solicitation process is completed and a contract is written and signed by the Department/School, the vendor, and the Purchasing

Department.

Purchase Order 1. If the total purchase will be greater than $1,000.00 the Department/School may not make the procurement until after the solicitation process is completed, the PO is signed by the Purchasing

Department, and the PO is delivered to both the Department/School and the vendor.

Vendor Information Vendor Name: Blackbaud

Vendor Contact Person: Maddie Underwood

Vendor E-mail Address: Maddie.Underwood@blackbaud.com

Vendor Telephone Number: 843-654-3552

Vendor Ordering Address: 65 Fairchild Street, Charleston, SC 29492

Vendor Remittance Address:

All items in the above section are required.

Complete the following if no vendor number exists in BusinessPLUS (IFAS):

Vendor Federal Tax ID# (TIN): (9 Digits):

Type of Vendor: For-Profit Corporation

CHECK THE BOX THAT IDENTIFIES WHY A CONTRACT/PURCHASE ORDER SHOULD BE AWARDED

WITHOUT ENGAGING IN A STANDARD PROCUREMENT PROCESS:

There is only one source for the procurement item. Complete section A

Transitional costs are a significant consideration in selecting a procurement item and the results of a cost-benefit analysis demonstrate that transitional costs are unreasonable or cost-prohibitive, and that the award of a contract without engaging in a standard procurement process is in the best interest of the procurement unit

Complete section B

The award of a contract is under circumstances, described in Utah Administrative Code

R33-8, that make awarding the contract through a standard procurement process impractical and not in the best interest of the procurement unit.

Complete section C mailto:Maddie.Underwood@blackbaud.com

SECTION A: ONLY ONE SOURCE

1.

What is unique about this procurement item to justify an award of contract without engaging in a standard procurement process? (Explain in detail why the service or product is only available from a single supplier.)

2. Could the procurement item be reasonably modified to allow for competition?

3. Explain the market research performed.

4.

What research have you conducted to ensure the requested procurement item is not available on an existing district or state cooperative contract?

5.

If there is only one source for the procurement item, list the names of other similar vendors contacted, contact person, and a summary of their response, SECTION B: TRANSITIONAL COSTS – If you have selected Section B you must also complete Attachment A – Cost

Benefit Analysis

1.

Describe the existing equipment, technology, software, accessories, replacement parts, or service, hereafter referred to as equipment; include the original purchase price and date of purchase for the existing equipment.

The existing software is detailed on page 2 above.

2. Please supply the following:

a. Procurement method that was used to purchase the existing equipment/service? (IFB, RFP, Sole Source): RFP

b. Bid number, P.O. number, Requisition number, or sole source number for the existing equipment/service: M1145-F

c. Contract number for the existing equipment/service:

3.

Complete “Attachment A - Cost-Benefit Analysis”, as required by Utah Procurement Code §63G-6a-802 that demonstrates transitional costs are unreasonable or cost-prohibitive.

SECTION C: STANDARD PROCUREMENT PROCESS IMPRACTICABLE

1.

Cite the applicable rule from Utah Administrative Code R33-8 that provides awarding the contract through a standard procurement process as impractical and not in the best interest of the procurement unit under the circumstances; including any supporting documentation.

2. Please supply the following, if applicable:

a. Procurement method that was used to purchase the existing equipment? (IFB, RFP, Sole Source):

b. Bid number, P.O. #, Requisition #, or sole source number for the existing equipment/services:

c. Contract number for the existing equipment/services

Administration Approval:

Authorized Department/School Administrator Date

Recommend Award: Final Approval by Purchasing Director:

SLCSD Purchasing Agent Date Tyler Barnes, Asst. Director of Purchasing (or designee) Date

9/15/2026

Purchasing Department 995 West Beardsley Place, Salt Lake City, UT 84119

Emai: Purchasingdept@slcschools.org

Phone: 801-974-8366

ATTACHMENT A – COST BENEFIT ANALYSIS

Utah Code Annotated §63G-6a-802 (Utah Procurement Code) anticipates instances where the cost to transition from a product or services is unreasonable or cost-prohibitive. These costs are referred to as transitional costs by definition.

Transitional costs means the costs of changing from an existing provider of a procurement item to another provider of that procurement item; or from an existing type of procurement item to another type; includes training costs; conversion costs;

compatibility costs; costs associated with system downtime; disruption of service costs; staff time necessary to implement the change; installation costs; and ancillary software, hardware, equipment, or construction costs; and does not include the costs of preparing for or engaging in a procurement process; or contract negotiation or drafting costs.

Because there are vendors who “could” compete for the product or service (this request is not a sole source) if not for the transitional costs, the law requires additional details to support the determination in the form of a cost benefit analysis. The purpose is to flush out the figures to support the determination. This form is to be completed for all proposed contracts/purchases where transitional costs (Section B) are cited for not competing the opportunity. The form must be completed in its entirety and be submitted with the main form above.

Original Purchase of

Current Product/Service

Continuation with

Current Provider

(no transition costs)

Costs to Transition to New

Product/Service

Acquisition Price

$75,000

($50K initial, $25K in next two years)

$175,851.13

(About $60K per year) $175,851.13

Training Costs

$19,200

Implementation Costs

$15,000

Conversion Costs

$6,000

Compatibility Costs

System Downtime Costs

$5,000

Staff Time

$6,000

Other Cost

Total

$85,000.00 $175,851.13 $227,051.13

Comments to support the figures provided.

Original purchase price was taken from original implementation back in 2010.

Acquisition price for new product/service was an assumption of current costs for Blackbaud.

Training costs are based upon 10 employees training for four full days (320 hours total) at $60/hour.

Implementation costs consist of vendor time to implement their new system within the district. We estimate two vendor employees for five full days at $275/hour.

Conversion costs are based upon the time it would take the I.T. team to convert the data from one system to another. We estimate this would take two employees 100 hours at about $60/hr.

System downtime was based upon potential lost donations to the Foundation due to the transition.

Staff time is lost productivity time for employees to become familiar with the new system. We estimate this at 10 hours per employee.

THIS SECTION TO BE FILLED OUT BY SLCSD PURCHASING DEPARTMENT

The public notice period shall be (Check the box that applies):

a.

If the cost of the procurement exceeds $50,000 then the publication of the notice must be made in accordance with Section

63G-6a-112.

b.

Procurements under $50,000.00 are not required to be published, but may be published at the discretion of the SLCSD

Director of Purchasing

Published: Not Published:

c. Publication is not required for a procurement pursuant to a trial use contract.

d.

Publication is waived for an award of contract without engaging in a standard procurement process procurement:

For any procurement item identified in Utah Administrative Code R33-8-101(7)(b)(i-viii);

For award to a specific supplier, service provider, or contractor is a condition of a donation that will fund the full cost of the supply, service, or construction item;

For other circumstances as determined in writing by the chief procurement officer or head of a procurement unity with independent procurement authority.

The Terms and Conditions that will be attached to the awarded agency contract/purchase order:

District Contract: Goods Services IT for DTS only Att. B IT Non-DTS (include DTS Exception Form, if applicable)

Purchase Order: Goods Services IT for DTS only Att. B IT Non-DTS (include DTS Exception Form, if applicable)

For Purchasing Department Use After the Public Posting Period: Agent:

Notice#:

Commodity Code(s):

# of Vendors Sent To:

Additional Research & Comments:

Summary of Contest(s)

Received & Determination: