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TO: |
Board of Trustees |
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THROUGH: |
Jay Fox, Executive Director |
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FROM: |
Alisha Garrett, Chief Enterprise Strategy Officer |
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PRESENTER(S): |
Alisha Garrett, Chief Enterprise Strategy Officer |
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TITLE:
title
Change Order: Organization Development and Leadership Coaching Task Order No.1 - Change Order No.1 - Additional Coaching, Strategy, and Assessment Services (SISU Consulting Group, Inc.)
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AGENDA ITEM TYPE:
Procurement Contract/Change Order
RECOMMENDATION:
Approve award and authorize the Executive Director to execute change order no. 1 to task order no.1 on contract no. 21-035376VW and associated disbursements with SISU Consulting in the amount of $325,000. The new total estimated value of the task ordering agreement is $405,000.
BACKGROUND:
In 2021 a competitive RFP (total budget/value of $500,000) was completed to secure a pool of vendors to provide UTA with services related to executive coaching, strategy deployment and organizational assessments. Having a pool of vendors allowed UTA to evaluate the current needs and scope of work and then select a vendor that best aligned with our needs. SISU Consulting was one of several vendors awarded in 2022. At the time of award not to exceed amounts were distributed amongst vendors based on our best estimate of the work we anticipated. The original not to exceed amount for SISU Consulting Group, Inc. task was $80,000 with work completing in 2025. Since the establishment of the pool of vendors UTA has completed our 2030 Strategic Plan and is currently in the process of implementing full strategy deployment. Included in the Strategic Plan are agency goals and outcomes related to organizational excellence and achievement of an organizational excellence award by 2030.
DISCUSSION:
As UTA has progressed with our strategy alignment work and begun engaging in action planning and deploying our strategic plan it has become evident we need more assistance and support to accomplish these objectives. Through this change order UTA is seeking to add $325,000 to task order number 1 to provide foundational training for our leaders and employees to understand the elements of organizational excellence, employee engagement, continuous improvement and designing and developing management systems and processes to support UTA’s desired outcome of achieve a high performing organization. This change order is a key part of UTA’s plan to accelerate and enhance our cultural transformation. This change order to Task No.1 on contract No. 21-035376VW is to provide additional funds to one of the vendors. SISU Consulting will provide services related to the original three categories of Executive Coaching, Strategy Deployment and Organizational Assessments at a more in-depth level. Trainings will include but not be limited to Leading to Win Training for Managers and Supervisors, a Masterclass series for UTA Executive Team, Senior Leadership, and other key leaders across UTA. Additional training will include Organizational Excellence systems training, SHINGO assessment support, training, design of baseline criteria, measures, and data collection processes.
This change order also includes the ability for UTA to begin bringing this training and related sustainment activities in house. This will require train the trainer workshops and support for UTA’s Organizational Excellence team as well as key change agents at UTA. The total not-to-exceed amount for this task order is $405,000, which remains within the original budget/value of $500,000 (for the consultant pool). The original task ordering agreement allows UTA the option to extend with two- one-year options.
CONTRACT SUMMARY:
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Contractor Name: |
SISU Consulting Group, Inc. |
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Contract Number: |
21-035376VW- TO1-CO1 |
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Base Contract Effective Dates: |
May 25th 2022 through January 31st 2025 |
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Extended Contract Dates: |
May 25th 2022 through January 31st, 2026 |
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Existing Contract Value: |
$80,000 |
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Amendment Amount: |
$325,000 |
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New/Total Amount Contract Value: |
$405,000 |
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Procurement Method: |
RFP Competitive procurement process |
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Funding Sources: |
2023 Operating Budget - Enterprise Strategy Office |
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ALTERNATIVES:
Attempt to do the work without the additional assistance, training and expertise provide by this vendor. This will delay implementation, impact effectiveness, and potentially jeopardize our ability to achieve our 2030 organizational excellence objectives and goals.
FISCAL IMPACT:
Funds are budgeted within Enterprise Strategy Office and Organizational Excellence cost centers for 2023 budget.
ATTACHMENTS:
1 - Change Order No.1 to Task Order No.1 - Executive Coaching, Strategy Deployment and Org Assessments
2 - Task Order No. 1 - Executive Coaching, Strategy Deployment and Org Assessments
3 - Task Ordering Agreement - Organization Development and Leadership Coaching Pool