50-S0039-24-CP282_07182024124704.pdf.PDF

2021 Sole Source Eorm

STATE OF NEW MEXICO

SOLE SOURCE REQUEST AND DETERMINATION FORM

A sole source determination is not effective until the sole source request for determination has been posted for thirty (30) calendar days without challenge, and subsequently approved in writing by the State Purchasing Agent or, for Professional Services Agreements, the Secretary of the

General Services Department. The foregoing requirement is regardless of whether the sole source request for determination has been signed by the Agency and/or the Contractor.

I. Name of Agency: Hobbs Municipal Schools

Agency Chief Procurement Officer: Jessica Alvarado

Telephone Number:575-433-0 I 00

Agency Contact for this request: Gene Strickland Telephone Number & Email Address 575-433-0100; stricklande@hobbsschools.net il Name of prospective Contractor: Huron / Studer Education SHARE Vendor Number (must be active): 0l -06661 14

Address of prospective Contractor: 550 W. Van Buren Street Chicago, IL 60607

Contact Name, Telephone Number and Email Address: Dr. Gayle Juneau-Butler; 312-83 3-

5004; giuneaubutler @ ce .com

Amount ofprospective contract before tax: 89,000.00 Estimated tax amount (tax is subject to change):

Term ofprospective contract: 1 year 24-25 school year Note: For terms longer than one year, Request for Policy Exernption from DFA MUST be included.

III. Agency is required to state purpose/need ofpurchase and thoroughly list the services (scope ofwork), construction or items oftangible personal property ofthe prospective contract (if this is an amendment request to an existing contract, include current contract number issued by SPD): HMS would like to renew its contract with Huron due to the success we have had using their coaching services, material, development program and execution approach they have o flered the district in prior year.

Scope of work:

. Support the current and incoming Superintendent with the leadership transition planning process;

. Engage with the District cabinet / leadership team and Board, as desired, to initially and annually facilitate the development of a small number of key annual goals that h

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2021 Sole Source Form represent organizational success in Hobbs, aligned to the HMS Strategic Plan and related priorities;

. Annually facilitate the development, review and alignment of strategic District goals, progress monitoring measures, and key strategic actions to create annual District, Department, and School Scorecards (as the process cascades over time), aligned to the HMS Strategic Plan and overall improvement priorilies;

. lnitiate and advance a 90-day strategy development, implementation, and review/adjustment cycle with the District cabinet to build a replicable structure of short cycle action planning and execution to achieve priority District results;

. Provide ongoing integrated leadership development aligned with the District's goal of advancing great workplace cultures across the system and to engage leaders in the continuous improvement and action planning process, in alignment with the District's strategic priorities;

. lncorporate the "voice of the customei' by administering stakeholder surveys (employee, parent, student and / or district support services) on an ongoing basis and use the resulting data to provide additional measures for monitoring and action planning to continuously improve the "Eagle Experience" of students, parents, employees across the District; and

. Create a culture of continuous improvement, accountability, execution, and organizational excellence to ensure the students and stakeholders served by HMS high quality services and support.

IV. Provide a detailed explanation of the criteria developed and specified by the agency as necessary to perform and/or fulfill the contract and upon which the state agency reviewed available sources. (Do not use "technical jargonf'use plain English. Do not tailor the criteria simply to exclude other contractors if it is not rationally related to the purpose of the contract.)

Criteria:

Huron Studer Education, a division of Huron Consulting Services LLC, formerly doing business as The Studer Group, L.L.C. ("Huron Studer Education") works closely with school districts, higher ed.Eath institutions, and healthcare systems to implement proven and successful business processes in education and health care contexts. As such, our coaches have deep expertise and specialized training in the sectors in which they serve (i.e. education or health care). For Huron Studer Education's proposed renewal engagement with Hobbs Municipal Schools (the "District"), we will continue to leverage and execute our proprietary Evidence-Based LeadershiPst''t grar"*on, which is aligned to the Baldrige Excellence Framework (a framework developed by the US government's commerce department to guitie organizations to excellence by applying performance excellence practices). The Evidence-Based Leadership framework is unique in that the approach includes both the alignment of priorities and goals that would be specific to each organization we serve, while also aligning to the research-based principles of the Baldrige Excellence Framework. Our clients have not identified a comparable model and approach

- and have subsequently approved these same sole source justifications to engage in this work together.

2 021 sole Source Form

Provide a detailed, sufficient explanation of the reasons, qualifications, proprietary rights or unique capabilities of the prospective contractor that makes the prospective contractor the one source capable ofproviding the required professional service, service, construction or item(s) oftangible personal property. (Please do not state the source is the "best" source or the "least costly" source. Those factors do not justify a "sole source.")

The Evidence-Based Framework is gourded in our proprietary Nine Principles@ framework for organizational excellence, which will also be leveraged by Huron Studer Education in connection with the coaching services offered to the District.

Huron Studer Education is the sole vendor authorized in the United States to sell Nine Principles@ training and coaching services and to license the right to use the Nine Principles framework and related copyrighted materials. Huron Studer Education's parent company Huron Consulting Group lnc. owns two active U.S.

trademarks for the service mark N,ne Principles, which may be found under U.S.

Trademark Registration No. 7342350 and U.S. Trademark Registration No.

2888380. We have extensively and continuously used our service mark, Nlne Principles, in connection with the framework we teach throughout the United States and internationally. Since its first commercial use, healthcare organizations and educational institutions thrgughout the United States have learned to associate the trademark Nine Principles@ with the coaching services previously provided by The Studer Group, L.L.C and now Huron Studer Education. ln addition, we have published numerous books and developed related materials, which are copyrighted as the proprietary intellectual property of Huron Studer Education.

Huron Studer Education does not authorize other companies via coaching or other consulting means to teach our Evidence-Based Leadership and Nine Principles frameworks to other organizations. Further, we do not provide any certification status to any other firm or individual seeking to teach these concepts. As a result, Huron Studer Education is in the best position to control the quality of coaching services focused on the execution ofthe Evidence-Based Leadership and Nine Principles frameworks, and to track improvements resulting from such engagements.

VI. Provide a detailed, sufficient explanation of how the professional service, service, construction or itern(s) of tangible personal property islare unique and how this uniqueness is substantially related to the inlended purpose of the contract.

Because no other vendor is authorized to offer, sell, or provide coaching and related services leveraging our proprietary and trademarked frameworks, or to offer, sell, or provide use of our proprietary materials, Huron Studer Education serves as the sole source provider for the coaching services, materials, aligned organizational development program, and execution approach currently offered to the District for our upcoming renewal.

VII. Explain why other similar professional services, services, construction or iton(s) of tangible personal property canno, meet the intended purpose of the contract.

Because no other vendor is authorized to offer, sell, or provide coaching and related services leveraging our proprietary and trademarked frameworks, or to offer, sell, or provide use of our proprietary materials, Huron Studer Education serves as the sole source provider for the coaching services, materials, aligned organizational development program, and execution approach currently offered to the District for our upcoming renewal.

VIII. Provide a narrative description of the agency's due diligence in determining the basis for the procurement, including procedures used by the agency to conduct a review ofavailable sources such as researching trade publications, industry newsletters and the intemet;;

contacting similar service providers; and reviewing the State Purchasing Divisions' Statewide Price Agreonents. Include a list of businesses contacted (do not state that no other businesses h,ere contacte , date of contact, method of contact (telephone, mail, e-mail, other), and documentation demonstrating an explanation of why those businesses could not or would not, under any circumstances, perform the contract; or an explanation ofwhy the agency has determined that no businesses other than the prospective contractor can perform the contract.

We have chosen Huron for their unique skillset with long term planning in providing the necessary training for Professional Development and Strategic Planning. We have yet to find another company who can offer the same. HMS would like to renew the contract for another successful year of working with Huron.

2A2l Sole Source Form

]-'u-

Certified by: Date: 7/18/2024

Jes Alvarado curement Officer

Agency Approval by: Date

Cabinet Secretary/Agency or Entity Head or Designee

APPROVED: Date:

State Purchasing Agent

Ifthis sole source is being submitted by a governmental agency or governmental entity not under the Jinal authority of the State Purchasing Agent, the State Purchasing Agent's signature is not required. The signature line may be removed from lhis form or marked as N/A. Hard Copy Documentation for Courtesy Postings do not need to be submitted to SPD for approval.

l HURON StuderEducation

Gene Strickland, Superintendent Hobbs Municipal Schools I 515 E Sanger Hobbs. NM 88240

Dear Mr. Strickland

Huron Studer Education, a division ofHwon Consulting Services LLC, formerly doing business as

The Studer Group, L.L.C. ("Huron Studer Education") works closely with school districts, higher education institutions, and healthcare systems to implement proven and successful business processes in education and health care contexts. As such, our coaches have deep expertise and specialized training in the sectors in which they serve (i.e. education or health care). For Huron Studer Educalion's proposed renewal engagement with Hobbs Municipal Schools (the "District"), we will continue to leverage and execute our proprietary Evidence-Based LeadershipsM Framework, which is aligned to the Baldrige Excellence Framework (a framework developed by the US govemment's commerce department to guide organizations to excellence by applying performance excellence practices). The Evidence-Based Leadership framework is unique in that the approach includes both the alignment of priorities and goals that would be specific to each organization we serve, while also aligning to the research-based principles of the Bal&ige Excellence Framework. Our clients have not identified a comparable model and approach - and have subsequently approved these same sole source justifications to engage in this work together. As such, we have clients throughout the United States and abroad that have leveraged a sole source justification to engage in work with us.

The Evidence-Based Framework is grounded in our proprietary Nine PrinciplesF frameu'ork for organizational excellence, which will also be leveraged by Huron Studer Education in connection with the coaching services offered to the District. Huron Studer Education is the sole vendor authorized in the United States to sell Nine Principleso training and coaching services and to license the right to use the Nine Principles framework and related copyrighted materials. Huron Studer Education's parent company Huron Consulting Group Inc. owns two active U.S. trademarks for the service mark Nlze Principles, which may be found under U.S. Trademark Registration No. 7342350 and U.S. Trademark Registration No. 2888380. We have extensively and continuously used our service mark, Nine Principles, in connection with the fiamework we teach throughout the United States and intemationally. Since its first commercial use, healthcare organizations and educational institutions throughout the United States have leamed to associate the trademark Nine PrinciplesD with the coaching services previously provided by The Studer Group, L.L.C and now Huron Studer Education. ln addition, we have published numerous books and developed related materials, v/hich are copyrighted as the proprietary intellectual property of Huron Studer Education.

Huron Studer Education does not authorize other companies via coaching or other consulting means to teach our Evidence-Based Leadership and Nine Principles frameworks to other organizations. Further, we do not provide any certification status to any other firm or individual seeking to teach these concepts. As a result, Huron Studer Education is in the best position to control the quality of coaching services focused on the execution of the Evidence-Based Leadership and Nine Principles frameworks, and to track improvements resulting from such engagements.

July 16,2024

Because no other vendor is authorized to offer, sell. or provide coaching and related services leveraging our proprietary and trademarked frameworks, or to offer. sell. or provide use ofour proprietary materials, Huron Studer Education serves as the sole source provider for the coaching services, materials, aligned organizational development program, and execution approach currently offered to the Dislrict for our upcoming renewal.

Ifadditional information is needed, please don't hesitate to let me know.

Janet Pilcher, Ph. D., Managing Director Huron Consulting Services LLC d,/b/a Huron Studer Education