70-U6900-26-CP380_090126 R OToole Consulting SS.pdf.PDF

UNM Proposed Sole Source Form – Rev 04/07/2021

Proposed Sole Source Purchase Form Pursuant to New Mexico Procurement law, the UNM Purchasing Department will post your completed form on the UNM Sunshine

Portal and the State of New Mexico Procurement website for 30 days prior to purchase of the goods/services.

I. GENERAL INFORMATION. PLEASE PROVIDE THE FOLLOWING:

Date of Request 08/25/26 Requisition Number (If Applicable)

Request Submitted by: Yolanda Sanchez, Rodney Martinez Title Director, CEO; CFO

Department UNM Comprehensive Cancer Center Email HSC-CCFiscal@salud.unm.edu Phone 5-6255

Proposed Vendor Robert O’Toole Coaching and Consulting Amount $190.000

Vendor Address 909 Lake Carolyn Pkwy #1900

Irving, TX 75039

Term of Purchase

Consulting

Engagement

Buyer Team - See Commodity list at http://purchase.unm.edu/department-information/comm-code-listing.pdf

Provide a basic description of goods/services to be provided:

Robert O’ Toole Coaching and Consulting (ROCOC) provides executive level advisory and consulting services for the purpose of guiding the particular center in their efforts to develop, update, and execute an effective strategic and vision plan and provide leadership development services. The engagement provides for direct hands-on sessions with our

Director and CEO, our center executive leadership, and other institutional key stakeholders.

Why is this purchase needed?

The UNMCCC is a National Cancer Institute designated Comprehensive Cancer Center. This highly meritorious recognition is awarded to only the top 3% cancer centers in the nation. NCI designated centers are required to undergo rigorous federal re-evaluation and re-certification every 5 years. The UNMCCC successfully secured its renewal of its NCI designation in 2026.

A critical component and metric of our designation requires that NCI centers must maintain a comprehensive strategic plan that provides a detailed vision of the Center’s plan to reduce the burden of cancer for residents in our catchment area through research, discoveries, prevention, outreach, and treatment. This strategic plan must detail the processes, improvements, identify new opportunities, and actions needed to successfully achieve the goals articulated in the plan.

This plan must include the identification and advancement of leadership training and skillset development for existing and future leaders.

The UNMCCC would like to engage a strategic planning and executive coach consultant that has extensive and unique experience working with NCI designated cancer centers to develop and maintain their strategic vision and action plans.

A vendor who has extensive experience in guiding NCI center directors and CEOs in developing an effective culture and organizational leadership to bring transformational change to successfully implement its strategic vision.

http://purchase.unm.edu/department-information/comm-code-listing.pdf

II. BASIS FOR SOLE SOURCE PROCUREMENT. CHOOSE APPLICABLE BOX(ES) AND

PROVIDE ADDITIONAL INFORMATION, AS REQUESTED:

☐ Proprietary item, technology or service only available from the proposed vendor. (Check box and describe proprietary component)

☐ Compatibility requirement with existing item, technology or service. (Check box and describe compatibility requirement)

UNMCCC had previously engaged Theo Transformation Advisory for its strategic planning and executive advisory services (11/1/2024 - 7/31/2026). Robert O’Toole was the Advisor assigned through Theo to Dr. Sanchez and the

UNMCCC. Robert has been providing Advisory services to UNMCCC since the inception of the engagement with Theo.

The Theo Advisory firm ceased operations on 07/31/26 due to the passing of their founder of the firm. Robert O’ Toole has organized his own coaching and consulting firm (Robert O’ Toole Coaching and Consulting (ROCOC)) along with 2

(two) former members of the Theo organization. The UNMCCC wishes to continue the valued services Robert O’Toole and the associate members have provided over the past 21 months. Consequently, UNMCCC intends to engage ROCOC to provide continued strategic planning and executive leadership coaching services. As previous members of the Theo

Advisory Firm and their previous experience working with other leading NCI designated centers, ROCOC has demonstrated to have the requisite expertise, experience, and knowledge necessary to successfully support the UNMCCC going forward.

☐ Renewal of support/maintenance/subscription of software, technology or other intellectual property. (Check box and describe)

☐ Other Basis for Sole Source: Please describe below:

III. SUPPLEMENTAL DETAILS. PLEASE PROVIDE ADDITIONAL INFORMATION AS

REQUESTED BELOW:

Describe in detail the unique capabilities of the proposed vendor’s goods/service and/or personnel performing the work and why this constitutes the only source. Focus on what is unique about the goods/service and why no other vendor could meet your needs.

ROCOC has extensive experience working with NCI designated centers and the associated executive leadership to develop and implement complex strategic plans and reorganization initiatives, and help the UNMCCC to identify new opportunities to grow and improve its outreach and effectiveness. Most recently, Robert O’ Toole, principle of ROCOC firm, provided advisory and executive coaching services as an associate of the Theo Advisory firm to the UNMCCC and Dr. Sanchez. Having worked with Robert O’ Toole over the past nearly two years, Dr. Sanchez believes that the ROCOC provides valuable service to the UNMCCC and her leadership initiatives. Furthermore, she believes ROCOC has the necessary experience and expertise to meet the expectations of what the UNMCCC wishes to achieve in the proposed engagement.

Describe the due diligence made to locate other possible sources including communications with other universities, communications with similar providers, web searches, yellow page searches, review of advertisements and trade publications, etc.

As Director and CEO of an NCI Designated Cancer Center, Dr. Sanchez is a member of the NCI Cancer Center consortium. Furthermore, the UNMCCC maintains an external advisory board (EAB), comprised of executive leaders from other NCI centers such as Moffitt Cancer Center, University of Oklahoma, Baylor College of Medicine, and the American Cancer Society. Several members of the EAB have expressed interest in engaging with ROCOC due to their unique experience with NCI designated cancer centers. The principle of ROCOC, Robert O’ Toole has provided advisory services to Dr. Sanchez over the past nearly two years. She has expressed that Robert provided exceptional service to her and the UNMCCC.

List the other vendors who were contacted. Please describe the specs/qualifications/criteria that the other vendors were unable to satisfy.

UNMCCC has not reached out to other vendors. Due to its most recent engagement and experience with the principle, Robert O’ Toole over the past nearly two years, the UNMCCC believes that the ROCOC is uniquely positioned to provide the necessary advisory and consulting services needed.