REQ-DASOBO-00169077_AMD-1_ODE_IP Stewards-Approved.pdf

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REQUEST FOR SPECIAL PROCUREMENT (SP) No. REQ-DASOBO-00169077 (previously REQ-DASOBO-00143198), Amendment No. 1

PART A. Requesting Agency must complete Items 1 through 13.

1. Requesting Agency Name: Oregon Department of Education ("ODE” or “Department”)

2. Date of Request: December 2, 2025 3. Agency Number: 58100

4. Agency Contact Name: Julia Alpernas 5. Phone: 503-569-2834

6. Type of Request: X Class Special Procurement Contract-specific Special Procurement

7. Time Period Requested: From: August 1, 2025 To: August 31, 2033

8. Total Estimated Cost: $12,000,000 (Up to $140,000 per Steward role per year)

9. Title: Supplies and/or Services to be Acquired: Coaching Services in the fields of education leadership, teaching and learning, and community engagement for the Student Investment Account Intensive Program (“IP”)

10. Amendment Request, Background, Current Need, and Proposed Contracting Procedure:

a. Amendment Request:

ODE requests approval of Special Procurement (“SP”) No. REQ-DASOBO-00169077 (previously REQ- DASOBO-00143198), Amendment No. 1 (“SP AMD-1”) for the addition of one Steward to the approved pool of Contractor(s), who was inadvertently omitted from the list of current Stewards in section 10.a.2 of the original SP No. REQ-DASOBO-00143198, effective July 1, 2026, or upon approval of this SP AMD-1. The following Steward will be added to the pool of Contractor(s).

Stewards (“Contractor”): Contract Number Laura Kanter Fellows 32613

b. Background:

The services of the missing Steward, Laura Kanter Fellows, are critical in meeting the requirements of the Intensive Program set forth in ORS 327.222, as the Steward is currently assigned to a District to provide coaching services.

During multiple reviews of the SP by Program staff, as well as ODE Procurement, it was not noticed that one of the current Stewards was missing until the SP had already been approved and the required Notice had been posted.

For additional historical and background information, see SP Attachment-1, Original SP No. REQ- DASOBO-00143198 for reference.

c. Current Need:

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Given the time it will take to amend the SP, ODE has extended (through 6/30/2026) the Steward contract in question under its delegated authority and within the original $150,000 limitation, which should be sufficient to continue services until the SP AMD-1 is approved and publicly noticed.

d. Proposed Contracting Procedure:

The Proposed Contracting Procedure remains the same from the approved Original SP No. REQ-DASOBO- 00143198. See SP Attachment-1.

11. Justification for use of Special Procurement:

With the approval of the Original No. REQ-DASOBO-00143198 (“SP Attachment-1”), the SP and the resulting contracts for IP Stewards became intertwined. Therefore, a previous steward that was inadvertently omitted cannot be added to the pool of Contractors as outlined in Section 10.a above, without first obtaining approval of this SP_AMD-1 request.

Under the Original SP all existing Steward contracts are extended through June 30, 2033. This SP AMD-1 is necessary to align this existing Steward’s contract to expire at the same time and have the same NTE of $140,000 per year of the Contract.

12. Findings to Satisfy the Required Standards: This proposed special procurement:

X (a) will be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts because:

The findings in the Special Procurement have not been changed. This SP AMD-1 simply adds the Steward missed during the previous SP process.

See SP Attachment-1 for additional justification and findings of fact.

and

__ (b)(i) will result in substantial cost savings to the contracting agency or to the public because:

or

X (b)(ii) will otherwise substantially promote the public interest in a manner that could not practicably be realized by complying with the requirements of ORS 279B.055, 279B.060, 279B.065, or 279B.070, or any rules adopted thereunder because:

The same findings and supporting facts provided in SP_Attachment-1 still apply.

13. Signature: The actual signature of the Agency Head or designee (e.g., Designated Procurement Officer) is not required on the Request submitted through OregonBuys®. Agency may elect to attach a signed Request as a pdf file through OregonBuys® or submit a signed hard copy Request.

Signature: e.g. Electronically in OregonBuys® _________________ Name/Title: Date:

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PART B. The Department of Administrative Services completes Part B.

STATUTORY AND RULE AUTHORITY:

ORS 279B.085(2) states the Director of the Department of Administrative Services may approve a special procurement if the Director finds that a written request submitted under ORS 279B.085(4) demonstrates that the use of a special procurement as described in the request, or an alternative procedure prescribed by the Director will:

(a) Be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts; and (b)(A) Result in substantial cost savings to the contracting agency or to the public; or

(B) Otherwise substantially promote the public interest in a manner that could not practicably be realized by complying with requirements that are applicable under ORS 279B.055, 279B.060, 279B.065 or 279B.070 or under any rules adopted thereunder.

OAR 125-246-0170 delegates the authority of the Director of the Department of Administrative Services to approve special procurements to the State Chief Procurement Officer. OAR 125-247-0285 through 125-247- 0288 implement ORS 279B.085.

OAR 125-247-0700(2) Protests and Judicial Review of Special Procurements designates the State Chief Procurement Officer as the Contract Review Authority.

FINDINGS: The findings are accepted, adopted, and incorporated by reference herein.

CONDITIONS OF APPROVAL:

1. Notice Period. The Authorized Agency shall post the Public Notice on OregonBuys. The Special Procurement may not be used until after the completion of the seven (7) day notice period required pursuant to OAR 125-247-0287(4), and either:

a. No Written protests are received by the Contract Review Authority, State Chief Procurement Officer, from an Affected Person in response to the notice, or

b. If any protest is received during the notice period, then not until:

i. the State Chief Procurement Officer or delegate issues a written disposition of the protest in accordance with ORS 279B.400 and OAR 125-247-0700 and OAR 137-047-0700, and

ii. confirms in writing the first possible date of use of the Special Procurement.

2. ORS 279A.165 Requirements. Authorized Agency shall comply with the requirements of ORS 279A.165 and OAR 125-247-0287(12) regarding a report about this Special Procurement. Agency shall use a form and follow the instructions provided by the State Chief Procurement Officer or delegate.

3. Reporting Requirements. During the term of this Special Procurement, ODE will track the following information for all procurements and contracts to ensure that the cumulative total does not exceed $12,000,000 (Up to $140,000 per Steward role per year):

a. WOC Number

b. Contractor Name

c. Term of WOC

d. Contract Value

e. Description of Supplies or Services, or both

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ODE will submit a report (e.g., Microsoft Word or Excel report) to DAS SPS detailing the above information 1) before pursuing an amendment to this Special Procurement and 2) upon request of the State Chief Procurement Officer (“CPO”), or delegate(s).

4. Upon completion of the Notice (section 1) the DAS PPO’s approval applies retroactively to August 1, 2025.

APPROVED

Jay Jackson, Procurement Policy Officer (“PPO”) Date:

Department of Administrative Services, State Procurement Services

12/9/2025