4-Scope of Work.pdf

Scope of Work

Description: Strategic plan creation and training

Background:

The Utah State Board of Education (USBE) has issued this RFSQ to obtain statements of qualifications and detailed quotes from companies or individuals interested in providing a robust strategic plan creation and related training to staff and Board members at USBE. The contractor will provide a comprehensive framework to measure performance and align organizational activities with the agency’s vision and strategy. The contractor will guide and train staff to develop a balanced strategic plan and project key performance indicators (KPIs) that support the agency’s mission and strategic goals.

Scope of Work:

The contractor will use a proven strategic planning and management framework to establish a comprehensive strategic planning and performance management system. This system should translate into actionable objectives, measurable KPIs, and strategic initiatives aligned with the agency’s mission, vision, and strategic plan.

The program will be launched by the contractor’s consultants working remotely with key USBE stakeholders. The contractor will conduct background research, analysis, and preparatory assessment activities prior to workshops.

The contractor will facilitate an in-person workshop at the USBE office to support the development of the overall strategy. This workshop should include all relevant USBE leadership and stakeholders. NOTE: Any costs submitted must be ALL-INCLUSIVE. If travel for meetings, training, or other engagements is required, the contractor must arrange and pay for their own transportation, meals, and lodging.

Upon completion of the initial planning steps, the contractor will share outcomes with USBE’s Board, leadership, staff, and other stakeholders.

Tentative Period of Performance:

The tentative start date is as soon as possible. Any services shall be completed no later than June 30, 2026.

Budget Information:

Total all-inclusive budget: Not to exceed $54,000.00.

Any costs submitted must be ALL-INCLUSIVE. If travel for meetings, trainings, or other engagements is required, contractor must arrange and pay for their own transportation, meals, and lodging.

Invoicing:

Upon completion of services, Contractor shall submit invoices electronically to the USBE email accountspayable@schools.utah.gov and any project manager listed for all goods and/or services provided in accordance with the terms on the agreement. Invoices will not be considered for payment if submitted by another method.

Invoices shall include the following:

1. Contractor Name

2. Vendor Number (if known)

3. Uniquely identifiable invoice number

4. Invoice date

5. Purchase Order Number

6. Recipient Entity’s contact information (phone number and email address)

7. Contractor’s authorized signature

8. Date(s) goods/services were provided

9. Description of goods and/or services for which payment is requested

10. Dollar amount requested

Invoices submitted by Contractor to USBE without the required information will not be paid and shall be returned to the Contractor for completion.

All payments made to the Contractor under this agreement shall be made in the name of the Contractor, as it appears in this agreement. All payments will be sent to the address for the Contractor as it appears in the agreement. Changes to the information identified in this section must be requested in writing.

To obtain payment for the goods and/or services authorized by this agreement, Contractor shall submit the itemized invoice together with supporting documentation of work performed.

USBE reserves the right to question or seek clarification for any cost invoiced if the invoice is not supported by proper documentation.

Contractor may be required to repay USBE if, during or after the contract period, an audit or other review determines that payments made by USBE to Contractor were incorrectly paid or were based on incorrect information received from the Contractor. USBE reserves the right to withhold any or all subsequent payments to the Contractor until the incorrect amounts paid have been fully recovered.

PLEASE SUBMIT THE FOLLOWING:

1. Qualifications for completing this Scope of Work

2. All-inclusive quote, including detailed breakdown of costs mailto:accountspayable@schools.utah.gov