Sole Source_Gallup_DEQ.pdf

Request for Sole Source Authorization_updated 7/2015 Page 1

Request for Sole Source Authorization (SSA) Division of Purchasing (DOP)

Email Completed Request Form to DOP at purchasing@adm.idaho.gov

New Request (Answer Questions 1-5)

Request to Renew SSA# (Answer Questions 6-8)

(Check this box to request an additional term for the same goods/services)

Request to Amend SSA# (Answer Questions 9-10) (Check this box to request a change to the goods/services, term, or other conditions of the SSA)

Agency Purchasing Representative (Name): Carrie Champlin

E-mail/Phone: Carrie.champlin@deq.idaho.gov

Name of Agency: Department of Environmental Quality

Request for the Purchase of: Gallup Clifton Strengths Assessments & Trainings

Requested Supplier (vendor name): Gallup

Cost Estimate (attach quote): $14,000/ year for five years ($70,000 total)

Desired Term: Start Date: 03/01/2024 to End Date: 02/28/2029 (For one-time purchases, please enter a one-year term from the date on which you wish to place the order)

Do you anticipate the need for renewals? Yes No

Sole Source History (renewals and amendments):

Provide a history of the sole source including: SSA number, date issued, term, cost, and brief description for original SSA and each renewal/amendment; and total value to date. See SSA Instructions for examples.

SSA21022 was issued mid-January 2021 for a 3-year contract with Gallup for their Access program. An amendment was completed in February to add a Clifton Strengths assessments and support module. This request is just to keep Clifton Strengths going.

Original SSA: $45,000 Amendment 01: $16,101.50 Amendment 02: $16,000.00 Amendment 03: $73,398.50

IDAPA 38.05.01.045 provides that sole source purchase shall be used only if a requirement is reasonably available from a single supplier.

NEW REQUESTS (complete #1-5)

1. Describe the Product or Service.

The Clifton StrengthsFinder assessment helps individuals, teams and organizations discover and develop their natural talents. The assessment consists of 187 paired questions and measures the presence of 34 talent themes.

The Clifton Strengths Subscription Package assesses individual employees for their top five operating strengths, and then aggregates the data for different reports including a Team Strengths Grid, ranking, frequency, etc. Gallup

DOP use only:

SSA#

Request for Sole Source Authorization_updated 7/2015 Page 2 provides support and tools for maximizing the data and implementing the knowledge within the workplace for the benefit of staff and betterment of workplace.

Gallup also provides Clifton Strength coaching courses to train individual employees how to maximize the organizational and individual utility of these Strengths, and group-based manager courses that provide training and development to effectively harness Strengths results for team and organizational success.

2. eed for the requested product or service.

Due to some circumstances of being a state agency, we are limited in how we operate our compensation and promotion structures, and often have high turnover or difficulty recruiting for certain classes of positions. Clifton StrengthsFinder has proven to be a popular and effective tool for DEQ employees and managers to understand themselves and their colleagues better. This has resulted in stronger teams and organizational unity.

3. Justification: Check each box that applies and attach required documentation.

Sole provider of factory- Sole provider of items that are compatible with existing equipment, systems, programs, etc.

Other (attach description and justification)

4. Describe what makes this Product or Service unique.

Gallup is a global analytics and advice firm that helps leaders and organizations solve employee engagement problems. They have 80+ years of data collection experience with 35 million respondents in their employee engagement database. Gallup states that 90% of Fortune 500 companies use their CliftonStrengths program and over 20 million people have taken this assessment.

Our deputy director, formerly with the Idaho Department of Health and Welfare, said DHW incorporated CliftonStrengths into an agency-wide EE initiative. Also, the Idaho Tax Commission has used this same Gallup

Over 90% of DEQ employees are also currently benefiting from the StrengthsFinder assessments, and ensuring continuity is of high value to the agency. Other organizational personality tests exist, but preexisting investment in Clifton StrengthFinder, it makes the most financial sense to continue with their services.

5. Provide a list of other suppliers contacted and describe the method for determining that there are no other possible suppliers.

The primary focus of the prior Gallup contract revolved around the Employee Engagement survey.

forward will utilize the State of Ida contract to fulfill that need. Qualtrics does not offer similar surveys to Clifton or management trainings, necessitating the need to continue those services through Gallup.

REQUEST TO RENEW (complete #6-8) Note: each agency seeking authorization to renew a current SSA must conduct a business/financial analysis every 5 years, at a minimum, documenting estimated costs (as well as other factors) related to maintaining the current provider versus switching/migrating to a new provider/alternative solution, if one is available.

6.

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7. Justification: Check each box that applies and attach required documentation.

Sole source provider of a licensed or patented good or service (attach provid

Sole provider of factory- Sole provider of items that are compatible with existing equipment, systems, programs, etc.

Other (attach description and justification)

8. Describe the steps taken to confirm that the product/service continues to qualify as a sole source; include a list of suppliers contacted.

REQUEST TO AMEND (complete #9-10)

9. Describe (with specificity) the requested modifications to the scope of work, product requirements, cost or other proposed changes to your current SSA.

10. he requested modifications.

Agency Certifications:

I certify that the Agency has sufficient appropriation balances for payment of the requested product/service.

(Checking this box takes the place of a DA-1 or IPRO request.)

I am aware that Idaho Code and IDAPA require procurements to be competitively bid unless specifically exempt;

that the statements contained in this Request are complete and accurate, based on my professional judgment and independent investigation; that no personal advantage will accrue to me or any member of my immediate s need and research into available products or services, no other vendor can provide the same or similar product or service

End-User/Program Agency Requestor:

Signature Date

Printed Name Title

Agency Purchasing Representative:

Signature Date

Printed Name Title x x x

Carrie Champlin Contracts Manager

1/12/2024

Request for Sole Source Authorization_updated 7/2015 Page 4

Upon approval by the Administrator, the Agency may proceed with the purchase and issue its own purchase order or contract (with Administrator approval, below) is the only authorization needed for the Agency to proceed with this purchase. Agency purchases from this sole source authorization shall not exceed the dollar amount listed above unless approved in writing by the Division of Purchasing.

APPROVED REJECTED

DOP ADMINISTRATOR:

Signature Date

Printed Name

Additional Conditions which apply to this approval:

The Agency must consult with its legal counsel regarding terms and conditions prior to entering into a contract with the approved supplier.

The Agency must complete a business/financial analysis prior to any additional renewals of this SSA.

Other (specify):

1001 Gallup Drive Omaha, Nebraska 68102 USA t 402.951.2003 f1.888.500.8202 www.gallup.com

January 12, 2024

To Whom it May Concern:

This letter serves as a sole source letter to describe the Clifton StrengthsFinder® assessment which is proprietary material developed by Gallup, Inc.

The Clifton StrengthsFinder® assessment is wholly owned by Gallup and not distributed through or provided by anyone but Gallup. Additionally, Gallup retains the exclusive rights in granting a license for use of its intellectual property.

The Clifton StrengthsFinder® assessment helps individuals, teams and organizations discover and develop their natural talents. The assessment consists of 187 paired questions and measures the presence of 34 talent themes.

Because of the proprietary trade secret information involved in the Clifton StrengthsFinder® assessment, this type of service cannot be obtained from any other source and, therefore, Gallup should be accepted as a sole source provider.

If you have any questions about the Gallup process or Gallup’s qualifications to be a sole source provider, please do not hesitate to contact me.

Very truly yours, LISA B. KIICHLER

Vice President-Law and Senior Counsel t 402.938.6414 f 402.938.5927 lisa_kiichler@gallup.com