60-S0072-26-CP229_Soar Innovations 6.2026.pdf.PDF

2026 Sole Source Form

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 Protest and subsequently approved in writing by the State Purchasing Agent. The foregoing requirement is regardless of whether the sole source request for determination has been signed by the Agency.

I. Name of Agency: Roswell Independent School District

Agency Chief Procurement Officer: Charlee Merchant

Telephone Number: 575-627-2529

Agency Contact for this request: Charlee Merchant

Email Address: cmerchant@risd.k12.nm.us

II. Name of prospective Contractor: Soar Innovations Inc.

SHARE Vendor Number (must be active):

Address of prospective Contractor: PO Box 5185 Englewood, CO 80155

Contact Name, Telephone Number and Email Address: Dr. Porter Cutrell,303-877-3016, info@soark12.com

Amount of prospective contract before tax: $35,000

Estimated tax amount (tax is subject to change):

III. Term of prospective contract: 12 Months

Note: Please refer to §13-1-150 for contract term limits.

If this is an amendment request to an existing contract, include current sole source posting number issued by SPD:

IV. If this is a Sole Source for new or existing IT software licensing subscription(s), Agency is required to upload the Contractor’s draft Service Level Agreement (SLA) with the Sole

Source online submission. N/A

V. Agency is required to provide the detailed scope of work (or amendment) for this sole source. Scope of work must match the scope included in the services determination and

Horizons declination. Included

VI. 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 jargon;” 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.) This is a early warning system platform with AI tutoring services and communication management tools.

VII. Provide a detailed, sufficient explanation of the reasons, qualifications, proprietary rights or unique capabilities of the prospective contractor that makes their company the only source capable of providing the required professional service, general service, construction or item(s) of tangible 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.”) SOAR

Innovations, Inc. provides a comprehensive, all-in-one web-based solution tailored for K-

12 education. The platform manages missing assignments, fosters student responsibility, and enables targeted academic support via built-in AI powered Smart Help Tutor. It also includes real-time communication tools, allowing teachers, coaches, and sponsors to connect with students and families. No alternative platform offers this combination of automation assignment alerts, group-based communication, AI tutoring, and centralized documentation in a single, user-friendly system. The tool has already proven effective across multiple schools and is specifically customized to district workflows.

VIII. Provide a detailed, sufficient explanation of how the professional service, general service, construction or item(s) of tangible personal property is/are unique and how this uniqueness is substantially related to the intended purpose of the contract. SOAR

Innovations is the exclusive developer and provider of its proprietary platform. The services offered are unique and are not resold through any third-party vendors. The system integrates assignment tracking, communication, student grouping, and tutoring tools not available in any other single-source product. SOAR Innovations familiarity with Roswell

Independent School District ensures seamless implementation and avoids the cost and disruption of onboarding another vendor. The platform has already demonstrated measurable success across several campuses.

IX. 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 of available sources such as researching trade publications, industry newsletters and the internet;;

contacting similar service providers; and reviewing the State Purchasing Divisions’

Statewide Price Agreements. Include a list of businesses contacted (do not state that no other businesses were contacted), 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 of why the agency has determined that no businesses other than the prospective contractor can perform the contract. The District has been able to use some of these services from other vendors in the past. SOAR Innovations was the only vendor to provide this all in one proprietary real time solution with the ability to track missing assignment the real time communication to parents students coaches counselors etc.

Agency certifies this sole source submission complies with NMSA 1978, Sections 13-1-28 through 13-1-199, the New Mexico Administrative Code (NMAC) and Governmental Conduct

Act, NMSA 1978, Sections 10-16-1 through 10-16-18.

Certified by: Date:____________________

Agency Chief Procurement Officer

Certifying Legal Sufficiency by: Date: ____________________

Agency Legal/General Counsel

Agency Approval by: Date: ____________________

Cabinet Secretary/Agency or Entity Head or Designee

APPROVED: Date:____________________

State Purchasing Agent

If this sole source is being submitted by a governmental agency or governmental entity not under the authority of the State Purchasing Agent, the State Purchasing Agent’s signature is not required. The signature line may be removed from this form or marked as N/A. Hard Copy

Documentation for Courtesy Postings do not need to be submitted to SPD for approval.