Strategic Plan Creation and Training
Closed State & local contract opportunity Posted
- Solicitation number
- USBE-MI26027-PS
- State
- Utah
- Responses due
Opportunity facts
- NIGP codes
- 95816 Business Management Services
- 924 Educational And Training Services
- 78570 Instructional Aids: Courses, Lesson Plans (Prepared), Programs, Ancillary Materials, Videos, Etc. (See Class 715 For Textbooks)
- 91503 Advertising/Public Relations (Incl. Skywriting)
- 91821 Business Consulting, Large
- 94611 Accounting Services (Not Otherwise Classified)
- UNSPSC codes
- 80000000 Management and Business Professionals and Administrative Services
- 60100000 Developmental and professional teaching aids and materials and accessories and supplies
- 80170000 Public relations and professional communications services
- 80101508 Business intelligence consulting services
- 84111509 Finance advisory consulting services
- 86000000 Education and Training Services
- 86130000 Specialized educational services
Opportunity details come from utah.bonfirehub.com. Updated .
About this opportunity
The Utah State Board of Education (USBE) has issued a Request for Statement of Qualifications (RFSQ) seeking a contractor to develop a comprehensive strategic planning and performance management system. The procurement aims to obtain professional services for creating a robust strategic plan and providing related training to USBE staff and Board members. The selected contractor will be responsible for guiding the organization in developing a balanced strategic plan with key performance indicators (KPIs) that align with the agency's mission and strategic goals. Specific deliverables include remote consultation, background research, and an in-person leadership workshop to establish a comprehensive framework for measuring organizational performance. The solicitation requires interested parties to submit detailed qualifications and an all-inclusive quote, with the contractor expected to demonstrate expertise in strategic planning, performance management, and organizational development. The closing date for submissions is October 23, 2025, with the project anticipated to start immediately and be completed by June 30, 2026. Vendors are strictly prohibited from communicating with procurement staff or evaluation committee members except through the designated USBE procurement officer.
The procurement is conducted under Administrative Rule R277-122-6 for Small Purchases of Professional Service Providers and Consultants, with no specific set-aside designations or restrictions on respondent types mentioned. The total contract value is limited to a maximum of $175,000, with the current project-specific budget capped at $54,000. The contractor will be responsible for covering all travel, meal, and lodging expenses associated with the project. Invoicing requirements mandate electronic submission to accountspayable@schools.utah.gov, with comprehensive documentation of work performed. USBE reserves the right to audit and potentially recover any incorrectly paid funds. The solicitation anticipates a single contract award to a responsive and responsible offeror, with the successful vendor required to comply with extensive data privacy, confidentiality, and regulatory requirements, including specific provisions for handling sensitive student and educator information. The procurement process includes provisions for potential contract termination, dispute resolution, and remedies in case of contractor non-performance.
Opportunity text
Issuing Procurement Unit: Utah State Board of Education This Request for Statement of Qualifications (RFSQ) is issued in accordance with the Utah Procurement Code and applicable administrative rules of the Utah Administrative Code. If any provision of this RFSQ conflicts with the Utah Procurement Code or Utah Administrative Code, then the Utah Procurement Code or Utah Administrative Code will take precedence. Purpose of this Solicitation: The Utah State Board of Education (USBE) has issued this RFSQ to obtain statements of qualifications and detailed quotes from companies or individuals interested in providing a robust strategic plan creation and related training to staff and Board members at USBE. The contractor will provide a comprehensive framework to measure performance and align organizational activities with the agency's vision and strategy. The contractor will guide and train staff to develop a balanced strategic plan and project key performance indicators (KPIs) that support the agency's mission and strategic goals. It is anticipated this solicitation may result in a single contract award to a responsive and responsible Offeror under Administrative Rule R277-122-6 for the Small Purchases of Professional Service Providers and Consultants. THIS PROCESS IS LIMITED TO A MAXIMUM CONTRACT VALUE OF $175,000.00; and the current all-inclusive budget for this particular project is limited to $54,000.00. Additional information on budget may be found in the Scope of Work. Closing Date and Time: The closing date and time for this sourcing event are listed. It is your obligation to verify your response is submitted in a timely fashion. Please check the time zone setting in your account. Additional Information: Vendors are prohibited from communications regarding this RFSQ with the conducting procurement unit staff, evaluation committee members, or other associated individuals EXCEPT USBE procurement officer overseeing this RFSQ. Wherever in this RFSQ an item is defined by using a trade name, brand name, or a manufacturer and/or model number, it is intended that the words, "or equivalent" apply; and invites the submission of equivalent products by the vendors. Vendors may be required to submit product samples to assist the head of a procurement unit with independent procurement authority in evaluating whether a procurement item meets the specifications and other requirements set forth in the RFSQ. Product samples must be furnished free of charge unless otherwise stated in the RFSQ, and if not destroyed by testing, will upon written request within any deadline stated in the RFSQ, be returned at the vendor's expense. Samples must be labeled or otherwise identified as specified in the RFSQ by the procurement unit. USBE reserves the right to conduct discussions with the vendors who submit statements of qualifications and quotes determined to be reasonably qualified of being selected for award. Evaluation of Statements of Qualifications and Quotes: Each statement of qualifications and quote received shall be evaluated for responsiveness in as outlined in the Utah Procurement Code. Pursuant to Administrative Rule R277-122-6, this RFSQ shall be evaluated by the objective criteria described in this RFSQ. Statements of qualifications and quotes submitted must comply with the Prerequisites and Questions sections of this RFSQ. Any statement of qualifications and quote that does not comply with the Prerequisite and Questions sections will be deemed non-responsive and will be rejected. Any exceptions to the content of this RFSQ, including the Prerequisites, must be protested in writing to USBE prior to the closing date. To be responsive and responsible, vendors must review and respond to the following sections of this RFSQ: Prerequisites, Buyer Attachments, and Questions. The Prerequisites section contains the objective criteria that will be used to evaluate the bids, including any mandatory minimum requirements and general requirements that vendors must certify that they have read, understand, and agree in order to submit a bid. The Buyer Attachments section contains the required Utah State Board of Education Terms and Conditions of the RFSQ, which are non-negotiable, the General Provisions which apply to this RFSQ, and any additional required forms. The Questions section contains the questions that vendors are required to answer in order to submit their statement of qualifications and detailed quote. Vendors must review each section carefully.
Files
| File | Type | Posted |
|---|---|---|
| 1-PII Questionnaire.xlsx | XLSX spreadsheet | |
| 2-GRAMA Claim of Business Confidentiality.pdf | ||
| 3-Attachment A - USBE PO TsCs for Goods and Services (rev. 10-2025).docx | DOCX document | |
| 4-Scope of Work.pdf |
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