FY25_CI00022_Jodi__Sheryl__Jennifer__Melinda.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

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

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.

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.

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)

AZ STAR Training Series Scope of Work for AZ STAR Trainers

2024 – 2025 STAR Training, Implementation, and Coaching

Description:

AZ STAR Trainers will assist the AZ Lead STAR Trainer in planning and facilitating a training series for new STAR cohorts of adult education program teams and support the implementation of STAR for continuing programs and STAR trained adult educators.

Objectives:

Participants will:

● Learn the research behind the STAR program, how to implement it within the adult education program, and evidence-based instructional strategies and practices for teaching reading in the classroom.

● Continue implementing the STAR EBRI strategies in their ABE classrooms with their program teams.

● Use recommendations on programmatic changes in their local programs/sites to successfully implement STAR EBRI.

Trainer Deliverables – Year 1 cohorts:

● Assist AZ LEAD STAR Trainer to develop and facilitate the AZ STAR Training Series for the new program cohorts.

● Attend all monthly trainer meetings facilitated by the AES STAR Coordinator/Trainer and state

STAR Lead Trainer

● Maintain weekly communication with each assigned program and monitor progress of each individual participant in the cohort to ensure STAR assignments are being completed.

● Provide targeted technical assistance and online training in specific areas of the EBRI model, based on observations and program need bi-monthly.

● Assist in maintaining the AZ STAR website and continue to add valuable resources to assist teachers in the planning and implementation of evidence-based reading strategies and the STAR program.

● Attend all Face-to-Face sessions

Trainer Deliverables – Implementation cohorts:

Participate in at least two STAR classroom observations (virtual and/or F2F) and/or as assigned by the AZ Lead STAR Trainer.

Assist AZ Lead STAR Trainer to plan, develop, and facilitate a series of online refresher trainings for continuing STAR programs in targeted areas of the EBRI model, based on classroom observations.

Assist AZ Lead STAR Trainer to plan and implement on-going STAR Practitioner Learning Communities-schedule TBD

Maintain monthly communication with each assigned program and monitor progress of implementation and use of the STAR EBRI model.

Provide targeted technical assistance and online training in specific areas of the EBRI model, based on observations and program need bi-monthly.

Attend and facilitate monthly refreshers as assigned by AZ Lead STAR Trainer.

Trainer Deliverables – Reports

Submit quarterly invoices and reports, including detailed activities and a trainer time log for STAR Trainers

Reports are due by the end of the month in October, January, and March, and a final report by June 13th, 2025.

▪ Reports are to be sent to the lead AZ STAR Trainer, and State Lead, Michelle Blanks at michelle.blanks@azed.gov.

Target Audience:

Year 1 STAR Training Series

● New 2024-2025 STAR Program Cohorts

STAR Implementation Support and Training

● Previously trained STAR instructors who are teaching Reading

● Program Administrators and instructional leaders responsible for determining class schedules, student intake, and student placement.

AZ STAR Trainer Fees for Certified STAR Trainers:

Jennifer Shaffer, Melinda Stanley, Jodi Perin, and Sheryl Rud:

Payment:

Not to exceed 120 hours of work through June 2025 Eight hours of documented activities equals $500.00.

Travel expenses not to exceed $700.00 for program classroom observations as assigned.

Total: Not to exceed $32,800 (approximately $8,200 per trainer)

2024-2025 STAR Training Calendar

Content Dates Time Format

Full-Day Meeting # 1:

(Modules 1-4)

09/11/2024 1 day Overview, Kickoff, & Course Navigation

Section 1 Modules & Practice

(Modules 5-13)

09/19/2024- 12/07/2024

8 hours* Online, Classroom Practice, & Portfolio

Reflection

Full-Day Meeting #2:

Learn to use results from diagnostic assessments to identify instructional priorities, group students, and identify instructional levels for texts. Discuss implementation issues.

12/07/2024 1 day Face-to-face

Section 2 Modules & Practice

(Modules 14-25)

12/08/2024 - 03/01/2025

9 hours* Online, Classroom Practice, & Portfolio

Reflection

Full-Day Meeting #3:

Share and discuss experiences using evidence-based instructional techniques.

Discuss implementation issues.

03/01/2025 1 day Face-to-face

Section 3 Modules & Practice

(Modules 26-30)

03/02/2025- 06/13/2025

7 hours* Online, Classroom Practice, & Portfolio

Reflection

Sheryl Rud (IV0000082455) Jennifer L Shaffer (IV0000012892) Melinda Stanley (IV0000045011)

Suppliers listed in Section II, number 7, are the only qualified STAR trainers certified to facilitate the researched-based STAR training on effective reading instruction which meets Adult Education's state leadership requirements and procuring their trainer services would be advantageous to the state.

Duration of CI will be for 5 years, estimated at $9,000 per trainer times 4 trainers equaling $36,000 per year for an estimated total cost of $180,000.