Success Sequence Concepts Research Project

24 April 2024 Success Sequence Concepts Research Project Success Sequence Research Project 24 April 2024 Open 4/24/2024 2:00 PM MDT Type Request for Statement of Qualifications (RFSQ/SOIQ) Close 5/3/2024 2:00 PM MDT Number USBE-MH24627-PS Currency US Dollar Sealed Until 5/3/2024 2:00 PM MDT 24 April 2024 Contacts Mlissa Holt mlissa.holt@schools.utah.gov Phone +1 801-538-7789 24 April 2024 Commodity Codes Commodity Code Description 86130 Specialized educational services including fine arts and music and drama and military education and schools for people with disabilities and management education and training services and after school education trainings 80100 Management advisory services and consulting including project management and industrial management and construction management and quality assurance 80160 Business administration services including management and operations services and inventory management and

facilities oversight 85122 Mental health, behavioral health, psychotherapist evaluations and services including psychiatry, psychology, and counseling 86100 Vocational training including general training services and employment training and job coaching services 24 April 202424 April 202424 April 202424 April 202424 April 202424 April 202424 April 2024 mailto:mlissa.holt@schools.utah.gov Issuing & Conducting Procurement Unit Utah State Board of Education (USBE) REQUEST FOR STATEMENT OF QUALIFICATIONS USBE Succcess Research Project SOLICITATION # USBE-MH24627-PS This Request for Statement of Qualifications (“RFSQ”) is issued in accordance with State of Utah Procurement Code, Utah Code Annotated (UCA) Chapter 63G-6a, and applicable Rules found in the Utah Administrative Code (UAC). If any provision of this RFSQ conflicts with the UCA or UAC, the UCA or UAC will take precedence. Purpose of this Solicitation The Utah State Board of Education has issued this RFSQ to obtain statements of qualifications and quotes from companies or individuals interested in providing professional services for a Success Sequence Research Project as required in Utah Code Section 53G-8-702 with the intent to award a contract 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, however the total shall not exceed the budget amount for these services of $30,000.00. Additional information on budget may be in 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 determined to be reasonably qualified of being selected for award. Evaluation of Statements of Qualifications Each Statement of Qualifications 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 submitted must comply with the prerequisites and questions sections of this RFSQ. Any Statement of Qualification 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 the 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. Description Vendors must review each section carefully. Required to View Event Prerequisites Required to Enter Bid 24 April 2024 1. Review the attached General Provisions 2. The Scope of Work has been attached to this RFSQ. 24 April 202424 April 202424 April 202424 April 202424 April 2024 Buyer Attachments 1. USBE-MH24627 SOW Success Sequence Concepts Research Project.pdf 2. Attachment A - USBE TsCs for Small Purchase Prof Services.docx 3. Claim of Business Confidentiality Form.doc 24 April 202424 April 202424 April 202424 April 2024 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjI3MTAzLTE2MDYwNzk4NzJVU0JFLU1IMjQ2MjcgU09XIFN1Y2Nlc3MgU2VxdWVuY2UgQ29uY2VwdHMgUmVzZWFyY2ggUHJvamVjdC5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjI3MTAzLTE2MDEwMDkyMDZBdHRhY2htZW50IEEgLSBVU0JFIFRzQ3MgZm9yIFNtYWxsIFB1cmNoYXNlIFByb2YgU2VydmljZXMuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjI3MTAzLTEzMTcwMTkxNjlDbGFpbSBvZiBCdXNpbmVzcyBDb25maWRlbnRpYWxpdHkgRm9ybS5kb2M%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 Questions Required Questions Group 1: Vendor Information Instructions: 1.1 Please provide your firm's legal company name. 1.2 Please provide your Federal Tax Identification Number. (If you are a sole proprietor, please do not provide your Social Security Number.) 1.3 Please provide your firm's contact information for this contract, including the name, phone number, and email address of your firm's authorized representative. 1.4 Please provide your ordering address and the remit to address. Please clearly identify each address. 1.5 Please provide your firm's State of Utah Sales Tax ID Number. If you do not have a State of Utah Sales Tax ID Number, please write "N/A". 1.6 If you are registered to do business with the State of Utah, please provide your vendor code, if known. 1.7 Identify your firm's type of business. Group 2: General Questions Instructions: 2.1 Are you presently or have you been debarred, suspended, proposed for debarment, or declared ineligible by any governmental department or agency, whether international, national, state, or local? 2.2 If you answered yes to the question above, upload a statement regarding your debarment or suspension. 2.3 You acknowledge that you must acquire and maintain all applicable federal, state, and local licenses before the contract is entered into. Licenses must be maintained throughout the entire contract period. Persons doing business as an Individual, Association, Partnership, Corporation, or otherwise shall be registered with the Utah State Division of Corporations and Commercial Code. NOTE: Forms and information on registration may be obtained by calling (801) 530-4849 or toll free at 877-526-3994, or by accessing: www.commerce.utah.gov. Do you understand and agree to comply with this requirement? 2.4 Do you have a known conflict of interest with any individual at the Utah State Board of Education. If Yes, you must submit a Conflict of Interest Form. 2.5 If you answered yes to the question above, upload a completed Conflict of Interest Form here. 2.6 Do you have an outstanding tax lien in the State of Utah? 2.7 Are you an employee of the State of Utah? If yes, you must submit an external employment form signed by your manager at the State of Utah. 2.8 If you answered yes to the question above, upload a dual employment form signed by your manager at the State of Utah. 2.9 In accordance with Utah Code 63G-27-102, vendors contracting with USBE to provide any good or service, including supplies, information technology, or construction services, must certify they are not currently engaged in an “economic boycott” nor a “boycott of the State of Israel” as those terms are defined in that Code section. Vendors must also agree not to engage in either boycott for the duration of the contract (if awarded). For example, a vendor may not, without an ordinary business purpose, boycott the State of Israel or companies engaged in: activities related to traditional energy, mining, agriculture; or the manufacture, distribution, sale, or use of firearms; or does not meet environmental standards beyond applicable state and federal laws; or does not facilitate access to abortion or sex characteristic surgeries. If a vendor does engage in such a boycott, it must immediately notify USBE in writing. Offeror is providing this certification by selecting "Yes" to this question. 2.10 Exceptions to the attached Terms and Conditions are STRONGLY discouraged. Although not scored, all Offerors MUST indicate if they have any proposed changes or additions to any of the attached Terms and Conditions. Offerors not requesting any changes or additions should upload a file clearly stating that the Offeror accepts the Terms and Conditions as-is. Offerors requesting a change or addition MUST upload a Microsoft Word version of the Terms and Conditions with the Offeror's proposed changes and additions incorporated via red-lined edits. Given the time sensitive nature of implementation, any negotiations to Terms and Conditions MUST be completed within 7 days of awarding a contract. Offerors are therefore encouraged to be selective and judicious in the quantity and scope of their requested changes. Do you understand and agree to comply with this requirement? 2.11 Upload your red-lined version of the Terms and Conditions, if applicable. Group 3: RFSQ Response 24 April 202424 April 202424 April 2024 Instructions: 3.1 Upload your qualifications to perform the work here. 3.2 Please submit a quote here 24 April 202424 April 202424 April 2024