Sole Source SIA Intensive CoachingR2.pdf

SOLE SOURCE JUSTIFICATION

FOR

SUPPLIES AND/OR SERVICES

Date: 2/8/2023

MEMORANDUM FOR FILE

Authority:

Sole Source Justification pursuant to Oregon Revised Statute (ORS) 279B.075 and Oregon Administrative Rule (OAR) 125-247-0275, the Oregon Department of Education finds Sole Source Contracting is necessary to efficiently acquire services for the following Student Investment Account (SIA) Intensive Coaching Program services:

• Kenneth J Parshall, INC. for one Leadership Steward

• Laura Kanter Fellows for one Teaching and Learning Steward

• Sarah Rosman LLC for one Teaching and Learning Steward

• Kimberley Ednie for one Teaching and Learning Steward

Authority for Agency to enter into a Sole Source Contract: OAR 125-246-0170(2)(c)(H).

Background:

Oregon House Bill 3427 was enacted by the 2019 Legislative Assembly and is known as the Student Success Act (SSA). Under Section 18 (ORS 327.222), Agency is required to establish an intensive program for school districts with the highest needs in the state in order to improve outcomes towards their SIA Plan. If a district agrees to participate they are required to commit to working with Agency for a total of four years.

For each participating school district, Agency needs to direct a team of three stewards to work closely with the district leadership to improve academic outcomes for focal student groups. To that end, this model aims to leverage current practitioners’ expertise in establishing focus areas as well as adult learning. These stewards will leverage trust building and transformational leader dispositions to attend to both climate-culture challenges as well as research-based instructional practices. This approach will further evolve past coaching models from a single person supporting the district to one where three distinct roles and focus areas are present. This team of stewards will work alongside school district staff and an Agency staff person in order to form a Student Success Team (SST). The school districts will interact and work closely with the SST in order to fulfill their commitment to the program.

It is the Agency’s intent to enter into contracts with each of the Contractors listed above for an initial term through June 30, 2023 with option to renew for additional one year increments.

https://olis.leg.state.or.us/liz/2019R1/Downloads/MeasureDocument/HB3427/Enrolled

Sole Source Justification – Within Agency Authority - Format approved 12/20/07, NC

Market Research Findings Pursuant to ORS279B.075:

Agency processed a Request for Proposals for these services in May 2021 (ORPIN posting ODE- 2525-21) and received no responses. Agency processed a second Request for Proposals in August 2021 (OregonBuys Bid Number S-58100-00000427) resulting in only one award.

After the two solicitations only produced one viable contract, there is still an additional need for multiple contracts for the coaching services so Agency conducted search through contacts in the education field to find these contractors.

The Contracting Officer makes the following determinations:

Pursuant to ORS 279B.075(2)(c):The goods or services are for use in a pilot or an experimental project.

In addition to the failed solicitations, the specific nature of the work and the unknowns related to the implementation of the SIA Intensive Coaching Program, it is in the best interest of the State to enter into contracts with the above contractors for this work as a pilot project.

The Oregon Department of Education has made reasonable effort to ensure competition for this Sole Source procurement, through the use of Request for Proposal.

The resulting contracts will initially have an estimated maximum not to exceed value of $67,000 with a total value for all terms not to exceed $150,000 and will be issued according to authority of OAR 125-247-0275 with reasonable effort made to ensure competition.

Protests

Affected persons may protest the determination under OAR 125-247-0710 in accordance with Oregon Revised Statutes (ORS) 279B.075 and Oregon Administrative Rule (OAR) 125-246- 0170(2)(c)(d) and 125-247-0275.

Suppliers that believe they may be able to offer this type of services as outlined in 2015 Oregon House Bill 2955 and amended ORS 336.029(4)(a) must contact the person indicated on this notice no later than the date and time indicated, with detailed information explaining their protest of this sole source procurement.

Sole Source Justification – Within Agency Authority - Format approved 12/20/07, NC

Any entity wishing to protest this sole source procurement must do so prior to 1:00 pm PST on February 15, 2023.

All written protests in accordance with OAR 125-247-0710 must include:

1. A detailed statement of the legal and factual grounds for the protest;

2. A description of the resulting harm to the affected person;

3. The relief requested;

4. Reference to the sole source number;

5. Must be signed by an authorized representative; and

6. A digital copy must be delivered to Julia Alpernas via the email

Julia.alpernas@ode.oregon.gov prior to 1:00 pm PST on February 15, 2023.

Julia Alpernas Designated Procurement Officer ODE Procurement Services mailto:Julia.alpernas@ode.oregon.gov