7-27BV012P CTE RFP Document Final.pdf

REQUEST FOR PROPOSALS

Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and

Innovation Center Study

SOLICITATION # 27BV12P

PROPOSAL DUE

Tuesday, September 22, 2026

3:00 p.m. MDT

QUESTIONS DUE

Tuesday, September 8, 2026

3:00 p.m. MDT

Jordan School District Purchasing Department

Buyer: Brenda Veldevere 7905 South Redwood Road

West Jordan, Utah 84088-4601

JSD RFP # 27BV12P Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and Innovation Center Study

CONTENTS

PART 1: OVERVIEW AND INSTRUCTIONS

1. PURPOSE OF REQUEST FOR PROPOSALS (RFP)

2. DISTRICT BACKGROUND

3. ISSUING OFFICE AND RFP SOLICITATION NUMBER

4. QUESTION AND ANSWER PERIOD

5. ADDENDA

6. RESTRICTIONS ON COMMUNICATIONS

7. AWARD INTENT

8. LENGTH OF CONTRACT

9. PRICE GUARANTEE PERIOD

10. DISCUSSIONS (FOR CLARIFICATION PURPOSES ONLY)

11. PRESENTATION/INTERVIEW

12. STANDARD CONTRACT TERMS AND CONDITIONS, EXCEPTIONS, AND

NEGOTIATIONS

13. PROTECTED INFORMATION

PROCESS FOR REQUESTING NONDISCLOSURE

REDACTED COPY

14. BOYCOTT RESTRICTIONS

15. DECLARATION OF DEBARMENT OR SUSPENSION

16. BEST AND FINAL OFFER

17. COST PROPOSAL

18. INSTRUCTIONS FOR SUBMITTING THE RFP

Submission Deadline

A. ELECTRONIC SUBMISSION THROUGH U3P BONFIRE — REQUIRED

B. HARD COPY SUBMISSION — REQUIRED

19. OFFEROR’S UNDERSTANDING OF RFP

20. FIRM PROPOSAL OFFER PERIOD

21. ANTICIPATED SCHEDULE

PART 2: MANDATORY MINIMUM REQUIREMENTS

1. PURPOSE

C. AVAILABILITY FOR PRESENTATION/INTERVIEW

PART 3: SCOPE OF WORK

1. PURPOSE

2. PROJECT BACKGROUND

3. PROJECT TIMELINE

4. JSD CTE BACKGROUND

5. JSD STRATEGIC AND EDUCATIONAL PRIORITIES

6. INDUSTRY AND LABOR MARKET ANALYSIS

7. CAREER PATHWAYS AND PROGRAMMING OPPORTUNITIES

8. EXISTING PROGRAMS AND REGIONAL RESOURCES

9. PARTNERSHIP OPPORTUNITIES

10. STAKEHOLDER ENGAGEMENT

11. ANTICIPATED STUDENT DEMAND AND PARTICIPATION

12. INNOVATION CENTER PLANNING RECOMMENDATIONS

13. PROJECT DELIVERABLES

14. OWNERSHIP OF PROJECT DATA AND DELIVERABLES

15. PRESENTATION OF FINDINGS

PART 4: INFORMATION REQUIRED IN SUBMISSION OF A PROPOSAL

1. RFP TECHNICAL PROPOSAL RESPONSE FORMAT

TAB TITLE: Vendor Information

TAB TITLE: Letter of Transmittal (Limit Two (2) pages)

TAB TITLE: Table of Contents

TAB TITLE: Protected or Proprietary Information

TAB TITLE: Potential Conflicts of Interest

TAB TITLE: Exceptions and/or Additions to the JSD Standard Terms and Conditions

TAB TITLE: Mandatory Minimum Requirements (Pass/Fail)

TAB TITLE: Detailed Technical Proposal Response (Scored Criteria)

2. RFP COST PROPOSAL RESPONSE FORMAT

PART 5: RFP EVALUATION AND AWARD

1. RFP EVALUATION PROCESS

STAGE 1: DETERMINATION OF RESPONSIVENESS – PASS/FAIL CRITERIA

STAGE 2: TECHNICAL PROPOSAL EVALUATION – SCORED CRITERIA, 600 POINTS

POSSIBLE

B.1 STAGE 2 SCORING METHODOLOGY

B.2 STAGE 2 SCORING RUBRIC

B.3 MINIMUM TECHNICAL SCORE REQUIREMENT

C. STAGE 3: PRESENTATION / INTERVIEW Scored Criteria, 100 Points Possible

D. STAGE 4: COST PROPOSAL EVALUATION – SCORED CRITERIA, 300 POINTS

POSSIBLE

2. EVALUATED COST

3. COST SCORING FORMULA

4. FINAL EVALUATION SCORE

5. AWARD

6. DEBRIEFINGS AND EVALUATION RESULTS

REQUEST FOR PROPOSALS

Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and

Innovation Center Study

SOLICITATION # 27BV12P

Jordan School District Purchasing Department has determined that a Request for Proposals (RFP) is the appropriate procurement method to obtain the best value for JSD. This RFP is designed to provide interested Offerors with sufficient information to prepare and submit proposals. It is not intended to limit proposal content or exclude any relevant or essential information. Offerors are encouraged to provide additional relevant information that demonstrates their service capabilities.

This RFP is issued in accordance with the Utah Procurement Code, Utah Code Annotated (UCA) Title 63G, Chapter 6a, and applicable provisions of the Utah Administrative Code (UAC), R33. In the event of a conflict between this RFP and applicable law or administrative rule, the UCA and applicable provisions of the UAC shall govern.

PART 1: OVERVIEW AND INSTRUCTIONS

1. PURPOSE OF REQUEST FOR PROPOSALS (RFP)

Jordan School District (“JSD” or “District”) is seeking proposals from qualified Offerors to provide professional consulting services for a Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and Innovation Center Study (the “Project”).

The purpose of the Project is to provide the District with objective, data-informed analysis and actionable recommendations to support future CTE, career-connected learning, and Innovation Center planning.

The Project will assist JSD in evaluating workforce needs, existing CTE programming, potential career pathways and programming opportunities, student and stakeholder needs, and opportunities for alignment with industry, employers, postsecondary institutions, and other workforce partners.

The findings and recommendations will help JSD prioritize future CTE and career-connected programming, identify gaps and opportunities, and inform planning for a potential Innovation Center consistent with the goals of the Utah Applied Professional Education Experiences (APEX) Grant Program.

JSD intends to use the findings and recommendations from the Project to support preparation of a potential APEX Implementation Grant application due June 23, 2027.

2. DISTRICT BACKGROUND

JSD is the fourth-largest school district in the State of Utah, serving approximately 55,819 students in the communities of Bluffdale, Copperton, Herriman, Riverton, South Jordan, and West Jordan.

Based on October 1, 2025 enrollment data, JSD includes:

42 elementary schools serving approximately 26,485 students;

13 middle schools serving approximately 13,703 students;

10 high schools and technical schools serving approximately 15,142 students; and 3 specialty schools serving approximately 489 students with varying special needs.

Based on March 2026 data, JSD serves 6,462 multilingual students, including 1,231 Newcomers who are within their first three years in the United States. JSD students represent 80 countries and speak more than 56 languages.

JSD employs approximately 6,456 full-time and part-time staff members.

Additional information about JSD is available at https://jordandistrict.org/.

3. ISSUING OFFICE AND RFP SOLICITATION NUMBER

JSD is the conducting procurement unit for this RFP and any subsequent addenda. The solicitation number is 27BV12P and must be included on all proposals, correspondence, and documentation related to this solicitation.

4. QUESTION AND ANSWER PERIOD

All questions MUST be submitted through Utah Public Procurement Place Bonfire (U3P Bonfire) at https://utah.bonfirehub.com during the designated question and answer (Q&A) period identified in U3P Bonfire. Questions submitted through any other channel will not be answered.

JSD may respond to questions individually or compile responses into an addendum issued after the Q&A period. All answers and addenda issued by JSD through U3P Bonfire shall constitute the official and binding position of JSD and may modify the specifications, requirements, or other provisions of this RFP.

Offerors are strongly encouraged to periodically review U3P Bonfire for posted questions, answers, and addenda prior to the proposal deadline. Each Offeror is responsible for ensuring that its proposal complies with this RFP and all applicable requirements contained in issued answers and addenda. Proposals that do not conform to such requirements may be considered nonresponsive.

Any concerns regarding ambiguity, inconsistency, excessively restrictive requirements, errors, or other issues within this solicitation MUST be submitted as a question through U3P Bonfire during the Q&A period. Issues that are not raised during the Q&A period may not be addressed for the first time within an Offeror’s proposal and may result in the proposal being considered nonresponsive.

5. ADDENDA

Any modification to this RFP will be made through an addendum issued by JSD. Offerors are strongly encouraged to periodically review U3P Bonfire for posted questions, answers, Public Notices, and addenda.

Information issued by JSD through U3P Bonfire as part of the Q&A process, by Public Notice, or through a formal addendum shall constitute the official and binding position of JSD.

Addenda may modify the scope of work, schedule, qualification requirements, evaluation criteria, weighting, or other requirements of this RFP. Offerors are responsible for complying with all applicable addenda, and proposals that do not conform to revised requirements may be considered nonresponsive.

After the proposal due date and time, JSD may limit distribution of an addendum to Offerors that submitted proposals, provided JSD determines that the addendum does not constitute a substantial change that would likely have affected the number or identity of Offerors responding to the original solicitation.

Any proposal based on communications or information obtained from sources other than this RFP, official answers, Public Notices, or addenda issued by JSD may be considered nonresponsive and may be rejected at JSD’s discretion.

6. RESTRICTIONS ON COMMUNICATIONS

From the issue date of this RFP until the award is published, Offerors shall not communicate regarding this RFP with members of the RFP evaluation committee, the JSD Board of Education, JSD employees, or other individuals associated with this procurement, except for the JSD Buyer(s) identified as the official point(s) of contact for this RFP.

All communications regarding this RFP must be directed to the designated JSD Buyer(s) in accordance with the requirements of this solicitation. Failure to comply with this restriction may result in disqualification.

7. AWARD INTENT

It is anticipated that this RFP may result in a single award.

8. LENGTH OF CONTRACT

A purchase order shall constitute the contract resulting from this RFP. The contract term shall begin upon the awarded Offeror’s receipt of the signed JSD purchase order and shall remain in effect until JSD has accepted all required project deliverables.

9. PRICE GUARANTEE PERIOD

The awarded project price shall remain firm through completion of the Project.

10. DISCUSSIONS (FOR CLARIFICATION PURPOSES ONLY)

Discussions may be conducted with Offerors whose proposals are determined to be reasonably susceptible of being selected for award for the purpose of clarifying proposal content. JSD reserves the right to make an award without conducting discussions.

11. PRESENTATION/INTERVIEW

Offerors that meet or exceed the Minimum Technical Score Requirement will be required to participate in Stage 3: Presentation/Interview.

The Presentation/Interview will be scored and is worth a maximum of 100 points.

JSD will provide participating Offerors with the date, time, format, presentation requirements, evaluation criteria, and any specific topics or questions to be addressed.

All costs associated with participation in the Presentation/Interview shall be the sole responsibility of the Offeror.

12. STANDARD CONTRACT TERMS AND CONDITIONS, EXCEPTIONS,

AND NEGOTIATIONS

Any purchase order resulting from this RFP will include the JSD Standard Terms and Conditions (see Attachment A), together with other applicable requirements of this RFP and the awarded Offeror’s proposal, as incorporated into the purchase order.

Exceptions and/or additions to the JSD Standard Terms and Conditions are strongly discouraged. Offerors requesting exceptions and/or additions must submit all requested changes with their proposal in accordance with UAC R33-107-104(1). Exceptions and/or additions submitted after the proposal deadline will not be considered except as permitted by UAC R33-107-104(2). Offerors may submit questions regarding the JSD Standard Terms and Conditions during the Q&A period.

Offerors may not submit exceptions and/or additions by reference to an Offeror’s website or URL, in accordance with UAC R33-107-104(3). Any required acceptance of terms or conditions contained on an Offeror’s website or incorporated by URL may result in the proposal being determined nonresponsive.

In accordance with UAC R33-107-104(4), JSD may decline to negotiate exceptions and/or additions that are excessive; inconsistent with similar contracts; relate to warranties, insurance, or indemnification provisions necessary to protect JSD after consultation with applicable legal counsel; are specifically prohibited by this solicitation; or are otherwise determined not to be in the best interest of JSD.

If negotiations are required, the Offeror must provide proposed contract revisions in Microsoft Word format using redline editing and must identify the individual(s) authorized to negotiate contractual terms on behalf of the Offeror. Any requirement that JSD accept an Offeror’s terms and conditions as a condition of award may result in the proposal being determined nonresponsive.

Any award resulting from this RFP is subject to successful negotiation of applicable terms and conditions, if required. JSD will determine when negotiations have become unproductive and may discontinue negotiations with the selected Offeror and proceed with the next eligible Offeror, as permitted by applicable procurement law.

13. PROTECTED INFORMATION

The Government Records Access and Management Act (GRAMA), UCA 63G-2-305, provides in part that:

the following records are protected if properly classified by a governmental entity:

(1) trade secrets as defined in Section 13-24-2 [Uniform Trade Secrets Act] if the person submitting the trade secret has provided the governmental entity with the information specified in Section 63G-2-309 [Confidentiality Claims];

(2) commercial information or nonindividual financial information obtained from a person if:

(a) disclosure of the information could reasonably be expected to result in unfair competitive injury to the person submitting the information or would impair the ability of the governmental entity to obtain necessary information in the future;

(b) the person submitting the information has a greater interest in prohibiting access than the public in obtaining access; and

(c) the person submitting the information has provided the governmental entity with the information specified in 63G-2-309 [Confidentiality Claims];

(6) records, the disclosure of which would impair governmental procurement proceedings or give an unfair advantage to any person proposing to enter into a contract or agreement with a governmental entity, except, subject to Subsections

(1) and (2), that this Subsection (6) does not restrict the right of a person to have access to, after the contract or grant has been awarded and signed by all parties:

(a) a bid, proposal, application, or other information submitted to or by a governmental entity in response to…

(ii) a request for proposals…

PROCESS FOR REQUESTING NONDISCLOSURE

Any Offeror requesting that information submitted with its proposal be protected from disclosure must complete and submit the Claim of Business Confidentiality Form (see Attachment D) with the proposal.

At a minimum, the Offeror must:

1. Submit a written Claim of Business Confidentiality at the time the information is provided to JSD;

2. Include a concise statement of the reasons supporting the claim of business confidentiality in accordance with UCA 63G-2-309(1); and

3. Submit an electronic redacted copy of the proposal with the protected information removed or obscured. The redacted copy must be clearly marked “Redacted Version.”

Offerors may not classify price information as confidential or protected. Price information will be considered public information following award of the contract.

Offerors may not designate an entire proposal as “PROTECTED,” “CONFIDENTIAL,” or “PROPRIETARY.” If an entire proposal is so designated, the proposal may be considered nonresponsive unless the designation is removed.

REDACTED COPY

If an Offeror’s proposal contains information claimed to be business confidential or protected, the Offeror must submit one electronic redacted version of the proposal for public release. All information claimed to be protected must be blacked out or removed, and the redacted copy must be clearly marked “Redacted Version.”

The Offeror acknowledges that its proposal may be subject to public disclosure in response to a request submitted under the Government Records Access and Management Act (GRAMA).

If the Offeror submits a redacted copy, JSD may use that redacted copy when responding to a GRAMA request for the proposal.

If the Offeror fails to submit a redacted copy, JSD may release the Offeror’s unredacted proposal in response to a GRAMA request, which may result in the disclosure of information the Offeror considers confidential or proprietary.

The Offeror acknowledges that designations appearing only in a header, footer, watermark, or similar notation will not be considered sufficient to constitute a request for nondisclosure of protected or proprietary information.

14. BOYCOTT RESTRICTIONS

If applicable, Offerors must submit a signed Public Contract Boycott Restrictions Statement (see Attachment B) with their proposal.

In accordance with Utah Code Title 63G, Chapter 27, a public entity may not enter into certain contracts with a company unless the contract includes the certifications and agreements required by Utah Code § 63G-27-201.

As applicable, the awarded Offeror must certify that it is not currently engaged in a boycott of the State of Israel or an economic boycott, as those terms are defined in Utah Code § 63G- 27-102. The awarded Offeror must also agree not to engage in a boycott of the State of Israel for the duration of the contract and must notify JSD in writing if it begins engaging in an economic boycott during the contract term.

These requirements are subject to the applicability provisions and exceptions contained in Utah Code § 63G-27-201.

15. DECLARATION OF DEBARMENT OR SUSPENSION

Offerors must disclose whether the Offeror, any related company, or any principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from contracting or soliciting work with any governmental department or agency.

Offerors must also disclose whether the Offeror or any principal has been terminated for default during the performance of a contract or has withdrawn from a contract to avoid termination or completion of the work.

If there is nothing to disclose, the Offeror shall provide a signed statement certifying that no such circumstances exist.

If any disclosure is required, or if the Offeror is unable to make the certification, the Offeror shall submit a written explanation describing the circumstances, including the applicable agency or contracting entity, the nature of the action, relevant dates, and the current status or resolution.

16. BEST AND FINAL OFFER

JSD does not anticipate conducting a Best and Final Offer (BAFO) process. However, JSD may request Best and Final Offers when permitted by Utah Code § 63G-6a-707.5 and with the approval of the procurement official.

A BAFO process may be used only when:

1. No single proposal adequately addresses all specifications stated in the RFP;

2. All proposals are unclear or deficient in one or more respects;

3. All Cost Proposals exceed the identified budget or JSD’s available funding; or

4. Two or more proposals receive an identical evaluation score that is the highest score.

Any request for Best and Final Offers will identify the specific issues Offerors are permitted to address and the manner in which the Best and Final Offers will be evaluated and scored.

A Best and Final Offer may be requested only from a responsible Offeror that submitted a responsive proposal meeting the applicable minimum mandatory criteria. A BAFO process may not be used to make a nonresponsive proposal responsive or to change a determination that an Offeror is not responsible.

Offerors should submit their most complete and competitive proposal in response to this RFP and should not anticipate an opportunity to revise or improve their proposal through a subsequent BAFO process.

17. COST PROPOSAL

All costs must be submitted on the Cost Proposal Form (Attachment C). Offerors shall not alter, change, or modify the format of the Cost Proposal Form and must submit pricing in the exact format requested to allow for a fair and consistent comparison among Offerors.

Cost Proposal Forms that are altered, incomplete, or condition pricing on the acceptance of additional or conflicting terms, limitations, or qualifications may be considered nonresponsive.

The Cost Proposal will be evaluated independently from the Technical Proposal and MUST be submitted separately from the Technical Proposal.

Inclusion of any cost or pricing information within the Technical Proposal will result in the proposal being deemed nonresponsive in accordance with Utah Code § 63G-6a-707(7).

18. INSTRUCTIONS FOR SUBMITTING THE RFP

To be considered responsive, Offerors must submit proposals BOTH electronically through U3P Bonfire AND in hard copy as described below. Failure to submit through both required methods may result in the proposal being deemed nonresponsive.

Submission Deadline

Both the electronic submission and hard copy submission must be received by the deadline posted on U3P Bonfire.

Proposals received after the deadline will be considered late and will not be evaluated.

Offerors are solely responsible for ensuring timely submission and delivery. Transmission delays, delivery service errors, technical issues, or other similar circumstances will not excuse a late submission.

Proposals will not be accepted by email or fax.

A. ELECTRONIC SUBMISSION THROUGH U3P BONFIRE — REQUIRED

Offerors must submit an electronic proposal through U3P Bonfire in addition to the required hard copy submission.

All required online forms must be completed and all required proposal documents must be fully uploaded before the submission deadline. The solicitation will close at the specified deadline, and files that have not been completely uploaded at the time of closing may be considered late and ineligible.

Electronic File Requirements

Each required proposal document must be uploaded as a separate file.

U3P Bonfire accepts standard document formats supported by the system.

Do not submit ZIP files, video files, WMP files, MP3 files, encrypted files, or other unsupported file formats.

Required Electronic Proposal Documents

Offerors must submit the following electronic files:

1. Technical Proposal, labeled:

“Solicitation #27BV12P – Technical Proposal”

2. Cost Proposal (Attachment C), labeled:

“Solicitation #27BV12P – Cost Proposal”

3. Redacted Technical Proposal, if applicable, labeled:

“Solicitation #27BV12P – Redacted Technical Proposal”

B. HARD COPY SUBMISSION — REQUIRED

Offerors must also submit the required hard copy materials. Hard copy submissions must be received by the posted deadline and will be date- and time-stamped upon receipt.

Delivery Address

Jordan School District Purchasing Department Attn: Brenda Veldevere 7905 South Redwood Road West Jordan, Utah 84088

Required Hard Copy Materials

Offerors must submit:

1. Technical Proposal — Five (5) printed copies, labeled:

“Solicitation #27BV12P – Technical Proposal”

2. Cost Proposal (Attachment C) — One (1) sealed copy, labeled:

“Solicitation #27BV12P – Cost Proposal”

Packaging Requirements

The Cost Proposal must be submitted in a separately sealed envelope.

Technical Proposal copies do not need to be individually sealed.

All required materials may be enclosed within one outer package for delivery.

19. OFFEROR’S UNDERSTANDING OF RFP

By submitting a proposal in response to this RFP, the Offeror acknowledges that it has reviewed and understands the requirements, Scope of Work, evaluation process, attachments, and other documents incorporated into or referenced by this RFP.

The Offeror further acknowledges that it is responsible for submitting a complete and responsive proposal and, if awarded a contract, for complying with the requirements of this RFP and the resulting contract.

All costs incurred by an Offeror in preparing and submitting a proposal, including costs associated with any presentation, interview, or other participation in the evaluation process, are the sole responsibility of the Offeror and will not be reimbursed by JSD.

20. FIRM PROPOSAL OFFER PERIOD

Proposals submitted in response to this RFP shall constitute firm offers and shall remain valid and binding for one hundred twenty (120) calendar days from the proposal due date.

During this period, an Offeror may not withdraw, modify, or alter its proposal except as permitted by the Utah Procurement Code and applicable administrative rules.

21. ANTICIPATED SCHEDULE

The following schedule is anticipated and is subject to change at JSD’s discretion. Any changes to the solicitation schedule will be communicated through U3P Bonfire, as applicable.

EVENT DATE TIME

Request for Proposals released to the public August 17, 2026 TBD

Deadline for Questions September 8, 2026 3:00 pm

Proposal Due – Electronic and Hard Copy September 22, 2026 3:00 pm

Technical Evaluation Period September 24, 2026 TBD

Presentation/Interview October 5, 2026 TBD

Anticipated Approval by JSD Board of Education October 27, 2026 6:30pm

PART 2: MANDATORY MINIMUM REQUIREMENTS

1. PURPOSE

This section contains mandatory minimum requirements that must be met for a proposal to be considered responsive. All items described in this section are nonnegotiable. Failure to meet any mandatory minimum requirement identified in this section may result in the proposal being deemed nonresponsive in accordance with Stage 1: Determination of Responsiveness. Proposals deemed nonresponsive will not be considered further and will not be eligible to receive an award under this RFP. A proposal may be deemed nonresponsive for failure to meet mandatory minimum requirements at any time during the evaluation process.

Offerors must provide sufficient evidence and/or documentation demonstrating compliance with the following mandatory minimum requirements:

A. COMPLIANCE WITH UTAH CODE TITLE 63G, CHAPTER 27, PUBLIC CONTRACT

BOYCOTT RESTRICTIONS

To demonstrate compliance, the Offeror must submit:

1. A signed Public Contract Boycott Restrictions Statement. See Attachment B.

B. DECLARATION OF DEBARMENT OR SUSPENSION

To demonstrate compliance, the Offeror must submit one of the following:

1. If there is something to disclose: A written explanation describing any debarment, suspension, ineligibility, voluntary exclusion, contract termination, or withdrawal from a contract involving the Offeror, any related company, or any principal; or

2. If there is nothing to disclose: A signed statement certifying that the Offeror, any related company, and any principal have nothing to disclose.

C. AVAILABILITY FOR PRESENTATION/INTERVIEW

Offerors meeting the minimum score threshold will be required to participate in a presentation/interview, either in person or virtually, on Monday, October 5, 2026. The specific presentation/interview time will be determined by JSD.

Please confirm your firm’s availability and provide the following information for the individual JSD should contact to coordinate scheduling and presentation details:

Name

Title

Phone number

Email address

PART 3: SCOPE OF WORK

1. PURPOSE

The purpose of this Scope of Work is to define the professional consulting services required for the Career and Technical Education (CTE) Strategic Planning, Workforce Alignment, and Innovation Center Study (the “Project”).

The selected Offeror shall provide JSD with objective, data-informed findings and actionable recommendations to support future CTE, career-connected learning, workforce alignment, and Innovation Center planning.

The Project is intended to assist JSD in evaluating workforce needs, existing CTE programming, potential career pathways and programming opportunities, student and stakeholder needs, regional partnerships, and other considerations relevant to future CTE and Innovation Center planning.

JSD expects the selected Offeror to use its professional expertise to recommend and implement the methodology, data sources, research methods, analytical approach, and deliverables it determines are necessary and appropriate to accomplish the objectives and requirements of this RFP. JSD does not require the use of any specific proprietary methodology, platform, database, research product, analytical tool, or predetermined deliverable format.

2. PROJECT BACKGROUND

Jordan School District has received a Planning Grant through the Utah Applied Professional Education Experiences (APEX) Grant Program to support planning for a potential Innovation Center. The APEX Grant Program supports profession-based learning centers that connect classroom instruction with real-world workforce experiences and align educational opportunities with high-demand, high-skill industries.

The program emphasizes alignment with labor market needs and workforce data, strong industry and community partnerships, innovative and sustainable learning models, and measurable student outcomes related to workforce readiness, credential attainment, and postsecondary and career preparation.

The Project will support JSD in evaluating workforce needs, career pathway opportunities, existing and potential CTE programming, stakeholder needs, regional partnerships, and other considerations relevant to planning for a future Innovation Center and career-connected programming.

JSD intends to use the findings and recommendations from the Project to support preparation of a potential APEX Implementation Grant application due June 23, 2027.

3. PROJECT TIMELINE

Following anticipated JSD Board of Education approval on October 27, 2026, JSD expects the Project to begin in early November 2026.

The selected Offeror shall complete the Project and provide all final Project deliverables no later than Monday, April 5, 2027, allowing sufficient time for JSD to review the findings and recommendations and use them to support preparation of a potential APEX Implementation Grant application.

4. JSD CTE BACKGROUND

Jordan School District Career and Technical Education (CTE) provides career-focused learning experiences designed to align with workforce needs and connect students with postsecondary education, technical training, and employment opportunities.

2024–2025 JSD CTE Highlights

17,586 students enrolled in CTE courses;

27,611 credentials of value earned;

13,421 CTE concurrent enrollment credits earned; and Highest pathway completion areas: Engineering, Health Science, Broadcasting and

Digital Media, Programming and Software Development, and Business.

JSD CTE also provides students with access to career pathways, Career and Technical Student Organizations (CTSOs), College and Career Awareness, industry engagement, work-based learning, and other career-connected learning opportunities.

JSD is exploring opportunities to strengthen and expand CTE and career-connected learning, improve alignment with regional workforce needs, and identify potential areas of focus for a future Innovation Center.

5. JSD STRATEGIC AND EDUCATIONAL PRIORITIES

JSD is committed to providing exceptional educational opportunities that support the academic achievement, personal growth, well-being, and future readiness of all students.

JSD’s mission, “Unleashing Potential: Exceptional Educational Opportunities for Every Student,” reflects the District’s commitment to supporting the growth, well-being, and success of every learner. JSD’s vision emphasizes being curious, intentional, and united, and its core values prioritize opportunity, curiosity, connection, support, and growth.

JSD’s Portrait of a Graduate identifies characteristics and pillars that support student success and future readiness.

Portrait of a Graduate characteristics include:

curious thinkers;

creative problem solvers;

engaged citizens;

empathetic communicators;

resilient lifelong learners; and responsible teammates.

Portrait of a Graduate pillars include:

high-quality instruction;

a culture of belonging;

opportunities for all learners;

student and staff wellness; and effective communication.

JSD’s Strategic Plan supports these characteristics and pillars through priorities that include high-quality learning experiences, student support and wellness, equitable access and opportunity, real-world learning experiences, meaningful family and community engagement, and positive school culture.

The selected Offeror shall consider JSD’s mission, vision, values, Portrait of a Graduate, Strategic Plan, and broader educational priorities when evaluating career pathways, programming opportunities, partnerships, and recommendations developed through the Project. Recommendations shall support JSD’s goal of preparing students for successful transitions to postsecondary education, technical training, employment, and other future opportunities.

6. INDUSTRY AND LABOR MARKET ANALYSIS

The selected Offeror shall conduct an industry and labor market analysis sufficient to help JSD understand current and projected workforce needs and opportunities relevant to District students, CTE programming, career-connected learning, and future Innovation Center planning.

The analysis shall provide JSD with information necessary to:

1. Identify current and projected workforce needs within the relevant local and regional labor market;

2. Identify high-demand, high-skill, high-growth, and emerging industries and occupations;

3. Identify significant workforce shortages, skills gaps, and other labor market conditions that may affect current or future programming;

4. Evaluate relevant factors such as occupational outlook, employment demand, wages, education and training requirements, skills, credentials, and advancement opportunities; and

5. Identify significant trends or changes in the regional economy or workforce that may affect JSD’s future CTE and career-connected programming decisions.

The selected Offeror shall identify the data sources, geographic labor market, assumptions, and analytical methods used to support the findings and recommendations.

7. CAREER PATHWAYS AND PROGRAMMING OPPORTUNITIES

Based on the findings of the industry and labor market analysis and other relevant Project research, the selected Offeror shall identify career pathways and programming opportunities for JSD consideration.

The analysis shall assist JSD in evaluating:

1. Career pathways that align with identified workforce needs and opportunities;

2. Potential programs, courses, credentials, certifications, and profession-based learning opportunities;

3. Opportunities for students to progress from secondary education into postsecondary education, technical training, apprenticeships, or employment;

4. Programming opportunities that may be appropriate for consideration within a potential Innovation Center; and

5. Opportunities to expand, enhance, or better align existing CTE and career-connected programming with identified workforce and student needs.

The selected Offeror shall base its findings and recommendations on the results of the Project and shall not limit consideration to programs, pathways, or industries currently identified by

JSD.

8. EXISTING PROGRAMS AND REGIONAL RESOURCES

The selected Offeror shall evaluate JSD’s existing CTE and career-connected programming together with relevant education, training, and workforce resources available within the region.

The analysis shall assist JSD in identifying:

1. Areas where existing JSD programming is aligned with workforce needs and opportunities;

2. Gaps or unmet needs in current programming;

3. Opportunities to expand, enhance, realign, or otherwise improve existing programs;

4. Relevant programs, pathways, training opportunities, and resources available through postsecondary institutions, technical colleges, apprenticeship providers, workforce organizations, or other education and training providers;

5. Potential duplication of existing regional programs or resources; and

6. Opportunities for JSD to complement, coordinate with, or build upon existing regional resources rather than unnecessarily duplicate them.

The intent of this analysis is to support informed programming decisions, strengthen regional alignment, and make effective use of existing education and workforce resources.

9. PARTNERSHIP OPPORTUNITIES

The selected Offeror shall identify opportunities to strengthen collaboration among JSD, employers, industry, postsecondary institutions, technical colleges, apprenticeship providers, workforce organizations, and other relevant partners.

The analysis shall identify potential opportunities for:

1. Employer and industry partnerships;

2. Postsecondary education and technical training partnerships;

3. Work-based and profession-based learning experiences;

4. Internships, mentorships, industry projects, apprenticeships, and similar career-connected experiences;

5. Industry-recognized credentials and certifications;

6. Shared or coordinated programming, facilities, equipment, expertise, or other resources, where appropriate; and

7. Other partnerships that may support student preparation, workforce alignment, and future CTE and career-connected programming.

10. STAKEHOLDER ENGAGEMENT

The selected Offeror shall propose and implement a stakeholder engagement approach appropriate to the objectives of the Project. The approach shall provide sufficient information to understand, as applicable, the interests, needs, perceptions, and priorities of relevant stakeholder groups.

Stakeholders may include students, parents or guardians, District personnel, employers and industry representatives, postsecondary and technical education partners, apprenticeship providers, workforce organizations, and other groups identified by the Offeror or JSD.

The selected Offeror shall recommend the stakeholder groups to be engaged, the purpose and level of engagement, the research methods to be used, and the analytical approach appropriate to accomplish the objectives of the Project.

The selected Offeror shall also explain how stakeholder input will be analyzed and incorporated into the Project findings, recommendations, and future planning considerations.

11. ANTICIPATED STUDENT DEMAND AND PARTICIPATION

The selected Offeror shall evaluate factors relevant to anticipated student demand and participation in potential CTE, career-connected learning, and Innovation Center programming.

The analysis may consider, as appropriate, available enrollment and CTE participation data, historical trends, stakeholder input, program interest, geographic distribution, accessibility, regional conditions, and other relevant information.

The selected Offeror shall identify significant assumptions, limitations, or uncertainties associated with any projections, estimates, or planning assumptions provided.

12. INNOVATION CENTER PLANNING RECOMMENDATIONS

Based on the findings of the Project, the selected Offeror shall provide clear, actionable recommendations to assist JSD in planning for a potential Innovation Center and future CTE and career-connected programming.

Recommendations shall:

1. Prioritize industries, occupations, and career pathways for JSD consideration;

2. Identify the strongest programming opportunities supported by the Project findings;

3. Identify key industry, employer, postsecondary, technical training, and other partnership opportunities;

4. Identify significant gaps, opportunities, and considerations that should inform future planning;

5. Identify significant programmatic, operational, student-access, participation, partnership, and resource considerations associated with potential Innovation Center delivery models; and

6. Recommend priorities and next steps for JSD consideration.

JSD may consider alternative models for delivering Innovation Center and career-connected programming. The selected Offeror shall identify significant advantages, disadvantages, opportunities, constraints, and other considerations associated with alternative delivery models to the extent supported by the findings of the Project.

The selected Offeror is not expected to provide architectural, engineering, facility design, or construction cost estimating services under this RFP unless specifically authorized by JSD as an additional service.

13. PROJECT DELIVERABLES

The selected Offeror shall provide the deliverables necessary to successfully accomplish the objectives and requirements of the Scope of Work.

Offerors shall use their professional expertise to identify and propose the deliverables they believe are appropriate to provide JSD with complete, useful, and actionable Project findings and recommendations.

The Offeror’s proposed deliverables shall be identified and described in its response to Criteria Question D3. Proposed Deliverables, in the Technical Proposal Evaluation Questions Matrix. Proposed deliverables should reflect the Offeror’s recommended approach to the Project and may include, but are not limited to reports, analyses, summaries, data products, tools, presentations, or other work products the Offeror believes will provide value to JSD.

At a minimum, the Project shall culminate in:

1. Final documented findings and recommendations addressing the requirements of the Scope of Work;

2. An executive-level summary of key findings, priorities, and recommendations;

3. Supporting Project data and analytical materials in a reasonably usable electronic format; and

4. Two presentations of the final findings and recommendations to JSD-designated audiences.

The deliverables proposed by the awarded Offeror and accepted by JSD shall be incorporated into the resulting purchase order and shall become contractual requirements.

14. OWNERSHIP OF PROJECT DATA AND DELIVERABLES

All reports, analyses, findings, recommendations, presentations, charts, tables, datasets, survey results, interview or stakeholder engagement results, work products, and other deliverables specifically created for JSD under the resulting contract shall become the property of JSD upon payment for the services associated with those deliverables.

JSD shall have the right to retain, use, reproduce, distribute, modify, publish, and otherwise use Project deliverables and Project-specific data for District purposes without additional fees or restrictions.

The selected Offeror shall provide JSD with Project-specific data and supporting materials in a reasonably usable electronic format, including underlying data developed or collected specifically for the Project, to the extent legally permissible.

The selected Offeror shall retain ownership of any pre-existing proprietary methodologies, tools, software, templates, databases, research products, or other intellectual property developed independently of the Project. To the extent such materials are incorporated into a Project deliverable, the selected Offeror shall provide JSD with sufficient rights to retain, access, and use the completed deliverable for District purposes without additional licensing fees following expiration or termination of the contract.

Any third-party data, software, or other materials subject to separate licensing, access, or use restrictions shall be clearly identified in the Offeror’s proposal. The Offeror shall describe any limitations that may affect JSD’s ability to access, retain, reproduce, distribute, modify, or otherwise use Project data or deliverables following expiration or termination of the contract.

15. PRESENTATION OF FINDINGS

The selected Offeror may be required to present Project findings and recommendations to JSD leadership, CTE leadership, planning committees, the JSD Board of Education, or other stakeholder groups as determined by JSD.

The Grand Total All-Inclusive Project Cost shall include two (2) presentations of final findings and recommendations, in a format and to audiences determined by JSD.

Any additional presentations requested by JSD beyond the two presentations included in the Grand Total All-Inclusive Project Cost must be authorized in writing by JSD prior to performance and shall be considered an additional service.

16. JSD PARTICIPATION AND AVAILABLE INFORMATION

JSD will provide reasonable access to District personnel and information reasonably available to JSD that is necessary to support the Project.

JSD may provide information regarding:

existing CTE programs, courses, and career pathways;

student enrollment, participation, and pathway completion;

credentials and certifications;

concurrent enrollment;

work-based and profession-based learning activities;

existing industry, employer, postsecondary, and workforce partnerships;

relevant enrollment, demographic, or geographic information; and other District information relevant to the Project.

The selected Offeror shall identify any additional information, data, or access it believes is necessary to successfully complete the Project.

17. PROJECT MANAGEMENT

The selected Offeror shall:

1. Designate a primary project manager;

2. Coordinate Project activities with JSD’s designated project representative;

3. Maintain regular communication regarding Project progress, milestones, deliverables, and issues;

4. Promptly notify JSD of any circumstances that may affect the Project schedule, scope, or deliverables; and

5. Complete all required services and deliverables within the agreed-upon Project schedule.

PART 4: INFORMATION REQUIRED IN SUBMISSION OF A

PROPOSAL

1. RFP TECHNICAL PROPOSAL RESPONSE FORMAT

Proposal responses shall be concise, complete, and clearly organized to facilitate evaluation.

All materials submitted in response to this RFP become the property of JSD. Proposals may be reviewed and evaluated by individuals designated by JSD to serve on the RFP evaluation committee and may be returned only at JSD’s discretion.

To assist JSD in evaluating proposals accurately and efficiently, Offerors shall submit responses with consecutive page numbers and clearly labeled tabs corresponding to each required proposal section identified below.

For hard copy submissions, Offerors are encouraged to submit the Technical Proposal in a spiral-bound format to facilitate review by the evaluation committee.

Failure to comply with the required proposal format or submission instructions may result in the proposal being deemed nonresponsive.

TAB TITLE: Vendor Information

Offerors shall provide, under this tab:

1. A completed and signed W-9 Form;

2. A completed Vendor Information Sheet; and

3. A completed and signed URS Post-Retirement Verification Form (Attachment F).

TAB TITLE: Letter of Transmittal (Limit Two (2) pages)

Offerors shall provide, under this tab, a Letter of Transmittal that includes:

1. The Offeror’s legal name, address, telephone number, and the name, title, telephone number, and email address of the primary contact for the proposal;

2. Identification of the individual(s) authorized to represent the Offeror regarding the proposal;

3. A statement confirming the Offeror’s intent and commitment to provide the professional consulting services described in this RFP;

4. A statement acknowledging that the Offeror has read, understands, and agrees to comply with the requirements of this RFP; and

5. The signature of an individual authorized to legally bind the Offeror.

TAB TITLE: Table of Contents

Offerors shall provide, under this tab, a Table of Contents that clearly identifies each section of the proposal response and the corresponding page number(s).

The Table of Contents shall follow the required proposal format, Tabs A through H, in the order presented in this RFP.

TAB TITLE: Protected or Proprietary Information

Offerors shall provide, under this tab, all information claimed to be protected or proprietary.

1. Complete and submit the Claim of Business Confidentiality Form (Attachment D), clearly identifying all information claimed to be protected or proprietary.

2. Submit an electronic redacted copy of the proposal at the same time as the original proposal. The redacted copy must comply with all applicable requirements of this

RFP.

If the proposal does not contain any protected or proprietary information, the Offeror shall indicate “None” in this section.

Offerors are responsible for complying with the requirements of Part 1, Section 13 – Protected Information. Failure to properly identify, claim, or redact protected or proprietary information may result in disclosure of that information in accordance with applicable law.

TAB TITLE: Potential Conflicts of Interest

Offerors shall disclose, under this tab, any actual or potential conflicts of interest that may arise in connection with the performance of the Project or any resulting contract.

If no actual or potential conflicts of interest are identified or anticipated, the Offeror shall indicate “None” in this section.

TAB TITLE: Exceptions and/or Additions to the JSD Standard Terms and Conditions

Offerors shall provide, under this tab, any proposed exceptions and/or additions to the JSD Standard Terms and Conditions (Attachment A).

JSD expects Offerors to accept the JSD Standard Terms and Conditions without modification. Exceptions and/or additions are strongly discouraged and may result in the proposal being deemed nonresponsive if they are determined to be material or not in JSD’s best interest.

If an Offeror determines that an exception or addition is necessary, it must be clearly identified and documented in this section. All proposed exceptions and/or additions must:

be submitted in Microsoft Word format using redline editing; and include the name and contact information of the individual authorized to negotiate contractual terms on behalf of the Offeror.

If there are no proposed exceptions or additions, the Offeror shall indicate “None” in this section.

TAB TITLE: Mandatory Minimum Requirements (Pass/Fail)

Offerors shall provide, under this tab, all documentation required by Part 2: Mandatory Minimum Requirements, including:

A. Compliance with Utah Code Title 63G, Chapter 27 – Public Contract Boycott Restrictions; and

B. Declaration of Debarment or Suspension.

C. Availability for Presentation/Interview

TAB TITLE: Detailed Technical Proposal Response (Scored Criteria)

Offerors shall provide, under this tab, a narrative response to each Proposal Evaluation Question identified in the Technical Proposal Evaluation Questions…