Determination_-_Emerging_Leaders_-_Cohort_3_.pdf

Page 1 of 2 SPO Form 101 Standard Work (Rev 10.17.23)

Standard Work

Owner

Form Number Version

Process

No. Action Action Detail/Key Points

State Procurement Office, Compliance Unit

SPO Form 101 - Competition Impracticable Authorization Revised 10/17/23

Standard Work/Instructions for completion and submittal of the SPO 101 form. The form is available on the

1 State Governmental Unit Name of the requesting State Governmental Unit (SGU; agency, board, or commission)

2 Requestor Name of the requestor 3 Email Email of the requestor 4 Title Job title of the requestor 5 Telephone Telephone number of the requestor

6 Service(s)/Material(s) Description of service(s)/material(s) or Contract title (eProcurement Label) 7 Supplier Name of supplier(s) 8 Contract ID eProcurement contract number (if available)

9 CI Type Select applicable option:

- Authorization Request for a new CI

- Modification pursuant to R2-7-E303(E) for a CI modification

SPO website: For Agencies > Resources > Standard Forms and Documents

Form Completion Process

SECTION I - State Governmental Unit Request

Sections I through III to be completed by the requesting State Governmental Unit:

SECTION II - Background

Page 2 of 2 SPO Form 101 Standard Work (Rev 10.17.23)

10 Requesting Term Specify contract term or extension period, as applicable, based on the CI 11 Estimated Cost Forecasted expenditures for the duration of the CI term

12 Rationale

Select applicable option in accordance with A.A.C R2-7-E303(A):

- Compliance with A.R.S. §§ 41-2533, 41-2534, 41-2538, or 41-2578 is impracticable

- Compliance with A.R.S. §§ 41-2533, 41-2534, 41-2538, or 41-2578 is unnecessary

- Compliance with A.R.S. §§ 41-2533, 41-2534, 41-2538, or 41-2578 is contrary to public interest

- Documented lack of suppliers

- Procurement requires an open and continuous availability of offerors

Provide details of the procurement need, reason for the competition impracticable, and how the proposed procurement is advantageous to the State

Detail information regarding the rationale selected in the previous section;

State Governmental Unit use of the material(s) or service(s); if mandatory state contracts were explored; the limitation which led to the competition impracticable, and how the State would benefit from the procurement. If there is previous contract which requires modification pursuant to R2-7-E303(E) or contract that reached beyond the maximum 5-year term, provide the contract number and copy of that CI.

Describe the procurement process, strategy to promote competition, and determination that the price is fair and reasonable

Detail strategy for the proposed procurement, considered competition, reason for selecting specific supplier, and negotiations strategy.

I have conducted research and determined that no mandatory state contract is available for the service(s)/material(s)

Check the box confirming research was conducted. If the CI pertains to a modification pursuant to R2-7-E303(E), leave field empty.

If needed, I have attached additional documents/clarifications/explanations to the request

Check the box to indicate that there are additional documents attached to the request. Either as separate documents in the original email request or attached directly to the PDF submitted.

17 Signature Signature of the authorized requestor 18 Date of Request Specify the date of request

19 Determination

Select applicable option in accordance with A.A.C. R2-7-E303(D):

- Request Authorized Pursuant to R2-7-E303

- Request Authorized with Conditions/Restrictions R2-7-E303

- Request Returned for Additional Information

- Request Denied

20 Approved Expiration Date Specify the date or term of expiration

21 Comments, conditions, or restrictions (as applicable) Complete as needed

22 Print Name Printed name of the approver 23 Title Job title of the approver 24 Signature Signature of the approving authority 25 Date of Approval Specify the date of approval

Use section as necessary (or attach additional information and check box 16)

Used by any party in case the fields within the form were insufficient

SECTION III - Justification

SECTION IV - Approval

Section IV to be completed by the Procurement Authority:

"STATE GOVERNMENTAL UNIT NOTICE: This is an official written determination in response to a procurement authorization request.

A copy of the form shall be maintained by the State Governmental Unit and the State Procurement Office.

Upon completion, Requestor shall forward the signed form to the Contract Owner.

Contract Owner shall upload the signed approval version of this form in the eProcurement system.

If anticipated expenditure is above State Governmental Unit's delegation, forward document to SPOCompliance@azdoa.gov."

Page 1 of 4 SPO Form 101 - Competition Impracticable Procurement Authorization (Rev 10.17.23)

Procurement Determination:

Competition Impracticable Authorization A.A.C. R2-7-E303

SECTIONS I THROUGH III MUST BE COMPLETED BY THE REQUESTOR

USE ADDITIONAL PAGE AS NECESSARY

SECTION I - State Governmental Unit Request

SECTION II - Background

1. State Governmental Unit

2. Requestor 3. Email

4. Title 5. Telephone

6. Service(s)/Material(s)

7. Supplier

8. Contract ID

9. CI Type

10. Requesting Term 11. Estimated Cost

602.542.6931

Arizona Parks and Trails

Bonnie Sposato

Continuous Improvement Administrator bsposato@azstateparks.gov

5 Years $350,000

- Authorization Request for a new CI

Page 2 of 4 SPO Form 101 - Competition Impracticable Procurement Authorization (Rev 10.17.23)

SECTION III - Justification

12. Rationale

13. Provide details of the procurement need, reason for the competition impracticable, and how the proposed procurement is advantageous to the State

- Compliance with A.R.S. §§ 41-2533, 41-2534, 41-2538, or 41-2578 is impracticable

Page 3 of 4 SPO Form 101 - Competition Impracticable Procurement Authorization (Rev 10.17.23)

14. Describe the procurement process, strategy to promote competition, and determination that the price is fair and reasonable

15. I have conducted research and determined that no mandatory state contract is available for the service(s)/material(s)

16. If needed, I have attached additional documents/clarifications/explanations to the request

17. Signature 18. Date of Request

In accordance with the Procurement Rules, the Arizona Uniform Terms and Conditions must be made a part of all Contracts. If you will be required to sign a software licensing agreement or sign any other agreement containing terms and conditions, these will need additional review to ensure that the terms and conditions do not invalidate the Arizona Uniform Terms and Conditions. Approval of this request does not allow for agencies to exceed their dollar acquisition amount of delegated authority.

6/5/2024

Page 4 of 4 SPO Form 101 - Competition Impracticable Procurement Authorization (Rev 10.17.23)

TO BE COMPLETED BY PROCUREMENT AUTHORITY

SECTION IV - Approval

19. Determination

20. Approved Expiration Date

21. Comments, conditions, or restrictions (as applicable)

22. Print Name 23. Title

24. Signature 25. Date of Approval

STATE GOVERNMENTAL UNIT NOTICE: This is an official written determination in response to a procurement authorization request.

A copy of the form shall be maintained by the State Governmental Unit and the State Procurement Office.

Upon completion, Requestor shall forward the signed form to the Contract Owner.

Contract Owner shall upload the signed approval version of this form in the eProcurement system.

If anticipated expenditure is above State Governmental Unit's delegation, forward document to SPOCompliance@azdoa.gov.

David Steuber (Jun 25, 2024 16:23 MDT)

June 30, 2029

- Request Authorized Pursuant to R2-7-E303

State Procurement Administrator

Jun 25, 2024

David Steuber https://na1.documents.adobe.com/verifier?tx=CBJCHBCAABAA_H-D65hAsOF-5_4cmJ1hpjJxF_JyDo08

Page 5 of 4 SPO Form 101 - Competition Impracticable Procurement Authorization (Rev 10.17.23)

26. Use section as necessary (or attach additional information and check box 16)

Emerging Leadership Academy – Cohort 3 Kerry Plemmons and Mia Elizardi

Proposed Program Curated from the best industry and academic sources, we propose a custom leadership development program built for Arizona State Parks. The primary objective of the program is to further develop Arizona’s State Parks leaders throughout the State. Participants will gain insight into their personal style, capabilities, strengths, and weaknesses and in turn they will understand their team’s capabilities, strengths, and weaknesses. Emphasis will be placed on developing leaders and understanding team dynamics within the unique setting of outdoor recreating and conservation. The program combines world-class faculty and industry experts with personal assessments, leadership exercises, analytical assignments, and challenging activities to provide a life-changing experience to leaders within the context of Arizona State Parks.

Led by experienced business school faculty and industry experts, this program provides:

• Access to some of the world’s best resources in business education and leadership development

• Increased visibility into areas of personal strength and insight into potential areas for growth

• Tools to develop and maintain stronger peer relationships and information to help with current challenges

• Education to improve team organizational performance

• Exposure to best practices in a variety of subject matter areas to assist in dealing with business and operational situations

Emerging Leaders Program

• Three days in person

• Three 2.5-hour sessions online

• Two days in person

Proposed Dates:

1st onsite: Sept 30 - Oct 2, 2024

Virtual Sessions(3): Oct 22, Nov 5, Nov 19, 2024 2nd onsite: Dec 3-4, 2024

Proposed Attendees:

Identified high potential leaders from Arizona Parks and Trails

Program Structure

SESSION 1 SESSIONS 2, 3, 4

@ ZOOM

SESSION 5

SEP 30, 2024 OCT 1, 2024 OCT 2, 2024 ZOOM - OCT 22, 2024 DEC 3, 2024 DEC 4, 2024

PR

E-

W O

RK

• Insights Discovery® Assessment

• Introduction Survey

• The 5 Dysfunctions of a Team

• What Google Learned

• Blue Ocean Leadership • Good to Great and the Social Sectors

• Brené Brown – The Power of Vulnerability

• Angela Lee Duckworth – Grit

• Getting to Yes Summary

• Mindfulness: An Essential

Element of Resonant Leadership

• Manage Your Energy, Not Your Time

• Parks and Partnerships in New York City

ARRIVE 9:30 AM BREAKFAST 7:30 AM BREAKFAST 7:30 AM ZOOM – NOV 5, 2024 BREAKFAST 8:00 AM BREAKFAST 8:00 AM

AM

S

ES

SI

O N

10:00 AM START

• Program Overview

• Insights Discovery Tool

8:30 AM START

• Team Dynamics

• Influencing and

Collaboration

8:30 AM START

• The 7 Habits of Highly

Effective People

• Systems Thinking

• Personal Commitments

• Leading Change

• Good to Great

• Resilience

• Total Leadership Model

8:30 AM START

• Negotiations/Power &

Influence

• Building Influence & Persuasive

Skills

• Design Thinking for New

Solutions

8:30 AM START

• Case Study: Parks and

Partnership in NYC

• Integrating Leadership into your agency

• Rebuilding and Rebounding

LUNCH - OUTDOOR LUNCH - OUTDOOR LUNCH - OUTDOOR ZOOM – NOV 19, 2024 LUNCH - TEAM BUILDING LUNCH

PM

S

ES

SI

O N

• Emotional Intelligence

• Servant Leadership

• Locus of Control

• Personal Responsibility

• Feedback

OUTDOOR TEAM BUILDING

ACTIVITY

INTERVAL ASSIGNMENTS:

• Who Am I?

• Mindfulness

• Innovation

• VUCA/Black Swan/Failure

• Leaders as Coaches

• Using Insights to Coach

• Mentoring Based on the People and the Task

• Performance Based Coaching

INTERVAL ASSIGNMENTS:

• Closing the Gap

• Final Oral & Written Exam

• Graduation Ceremony with

Commitment Presentations

DINNER DINNER DEPART 3:00 PM

N

IG

HT Evening Activity NOV 5, NOV 19

ARIZONA STATE PARKS LEADERSHIP PROGRAM

COHORT 3 AGENDA

Updated: 3.22.2024

Program Process

N ee ds A na ly sis

• High level program design and staff interviews

• Identify stakeholders and conduct executive leadership interviews

• Present key findings and detailed program design

• Schedule dates and secure facilities

Pr og ra m

D es ig n • Identify program participants

• Build out online course LMS and draft communication plan

• Develop modules for each day/session

• Identify readings, create exercises and confirm experiential activities

Pr og ra m

D el iv er y • Participants complete any pre-work assignments and establish baseline knowledge

Proposed Program Faculty

Kerry Plemmons

Professor of Practice, Daniels College of Business, University of Denver

Kerry Plemmons has 30 years of entrepreneurial experience with success in launching and running small and medium-sized businesses in the U.S. and Mexico, and another 19 years as an academic and consultant. As an executive with Starbucks, Plemmons opened stores in the western U.S. and Canada, ran several test-market innovations, and led operations for a couple hundred stores. Prior to Starbucks, he partnered in creating the Pour la France! Restaurant chain in three states and Mexico.

Plemmons has worked with a variety pf senior executives ranging from small business to Fortune 100 since 2004 (reference Who I’ve Worked With below for a list).

During the years of teaching at the Daniels College of Business, University of Denver, Plemmons created and delivered new courses in a variety of subjects. His passion is connecting innovation to leadership through experiential educational processes.

Plemmons is a published author with his book, Juxtapositions: Comparing Mild to Wild Success – Irreverently. He is also on the Board of The Human Animal Bond Association.

Proposed Program Faculty

Mia Elizardi

Coach and Consultant Adjunct Professor, Daniels College of Business

Mia Elizardi is a dynamic and accomplished leader with 20 years of experience in Talent Development and People Operations across diverse industries, including higher education, nonprofits, healthcare, and technology. As an executive leader, operator, coach, trainer, facilitator, and consultant, Mia has driven impactful initiatives and achieved exceptional results. A self-proclaimed accidental entrepreneur, Mia co-founded and built a human capital company that experienced a seven-figure exit following a successful merger and acquisition, demonstrating her ability to navigate complex business transactions and build valuable ventures.

Mia serves as an adjunct faculty member in executive education at the Daniels College of Business and the Communication Management program at University College. Her teaching expertise spans custom and public leadership programs, focusing on talent development, organizational dynamics, coaching, and company culture.

Mia holds bachelor's degrees in Human Communication and Human and Family Development from Arizona State University, as well as a master's degree in Higher Education Administration with a focus on Diversity and Adult Learning and Conflict Resolution. Her academic background enriches her work and underpins her commitment to lifelong learning.

As a Senior Certified Professional in Human Resources (SHRM-SCP), a Global Career Development Facilitator (GCDF), and a Certified ScrumMaster, Mia combines her diverse skill set with a passion for operational excellence and aligning people, process, and purpose. Her expertise spans career development, employee engagement, diversity and inclusion, leadership development, community building, well-being, emotional intelligence, team building, strategic planning, cultural alignment, and entrepreneurship.

Mia is dedicated to driving positive change, fostering growth, and creating thriving organizational cultures.

A few of the organizations we’ve worked with:

Aspen

Testimonials from our participants:

“This course gave me the confidence I needed to be the leader I desire to be. I helped align my personal growth with my growth as a leader. Well worth all the time and I wish we had more time together.”

“This program helped me grow not only as a leader but in my personal life. It was fun, educational, and empowering.”

“Practical information presented in an applicable, user-friendly way. It was great to learn from other practices, and great to have a mix of partner and non-partner DVM's, as well as PM's. Helped to make the discussions broader and the perspective more well-rounded.”

“There was a wealth of knowledge that was provided in this course and the content was very relevant to our field. I learned not only how to better communicate with others, I also learned more about myself (more than I thought I ever could in just one weekend).”

“The instructors were incredible; very knowledgeable, open to questions and discussions, and always made the learning material interesting. The content was also quite diverse.”

We are all about changing lives for the better!

Program Pricing

What’s Not Included:

• Facilities (provided by the client)

• Lodging and transportation (provided by the client)

• Faculty lodging and transportation (to be charged to client)

– Up to three faculty

What’s Included:

• Interviews and Needs Assessment

• Program Design and Review

• Program Administration and Execution

• Faculty Compensation

• Program Materials and Copyrights

• Program Evaluation

• Insights Discovery individual reports

• Insights Discovery Team Wheel provided for the group

• Learning Management System access for program logistics, pre-work assignments and communication

Program Format:

• Three days in person (location TBD),

• Followed by three 2.5-hour virtual sessions (Zoom),

• Followed by two days in person (location TBD).

Program Design and Delivery: $75,075 (This includes a 5% increase after 2 years)

Proposed Timeline for Cohort 3

Contact

Kerry Plemmons Kerry.Plemmons@du.edu

720-280-7174

Mia Elizardi Mia.Elizardi@gmail.com

303-526-8296

Thank you!

Goal: Participants gain insight into their personal style, capabilities, strengths, and weaknesses and in turn they be equipped to better understand their team’s capabilities, strengths, and weaknesses. Emphasis must be placed on developing leaders and understanding team dynamics within the unique setting of outdoor recreating and conservation.

Needs:

• Program delivery combines personal assessments, leadership exercises, analytical assignments and challenging activities to provide a life-changing experience for outdoor recreation, conservation, and visitor safety emerging leaders

• Provide a highly interactive mix of learning deliveries providing a strong knowledge and experiential base specific to wildlife conservation and outdoor recreation.

• Program delivered over a 3 month period with a combination of challenging outdoor experience based learning and virtual discussions to put learning into practice

• Ongoing support/mentoring of “cohort” class as they return to their work places and put their learning into practice.

• Engage past graduates as advisors to new cohorts building leadership depth.

• Provide sample agenda

• Cost inclusive of entire program delivered

Experience Requirements (describe how you meet the requirement):

• Faculty certification in Insights Discovery Practitioner

• Successful design and delivery of program customized for outdoor recreation and conservation/public safety audience in public sector

• Examples of outdoor experiential activities included in program

• Experience working with outdoor recreation and conservation/historical organizations

Text12: Arizona State Parks’ scope of work for the agency’s leadership development program is unique based on the needs of the workforce operating in the context of conservation and natural resources management. The Colorado Global Strategists program is specific to the needs of ASPT and the approach is experientially based driving toward developing our workforce in context of the natural resources work that they are doing. The program is delivered in an outdoor environment consistent with the work.

The competitive quotation process is not practicable or advantageous to the State for this procurement because of the uniqueness of the program tailored specifically to the agency. ASPT is not able to use the statewide contracts as the needed training program is geared towards outdoor/conservation/recreation workforce specific training.

The suppliers on contract were not able to provide a “outdoor recreation” component of training, and do not have the certification required. After reviewing the cost of the on contract courses the specialized training is fair and reasonable with regards to cohort based training.