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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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Richard Murray, Director of Organizational Excellence |
TITLE:
title
Contract: Organizational Excellence Systems Support Services (SISU Consulting Group, Inc.)
end
AGENDA ITEM TYPE:
Procurement Contract/Change Order
RECOMMENDATION:
Approve and authorize the Executive Director to ratify and accept the unauthorized performance of services by SISU Consulting Group, Inc. beginning May 9, 2025 and authorize execution of contract 25-03956 and associated disbursements with an effective date of May 9, 2025 in the not-to-exceed amount of $750,000 over 5 years.
BACKGROUND:
In 2021 a competitive RFP (total contract value of $500,000) was completed to secure a pool of vendors to provide UTA with services related to executive coaching, organizational excellence, 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 selected in 2022 (Contract 21-035376).
UTA has selected to follow the model associated with SISU Consulting Group. A sole source procurement request was made to continue the work UTA started in 2023.
DISCUSSION:
This contract is to support UTA in accomplishing our 2030 Agency strategic priority of Organizational Excellence (OE). We are currently 3 years into a 7-year deployment and implementation plan. The contract includes, but is not limited to, the following types of services: Align management processes to drive organizational improvement and achievement of UTA’s mission and vision, OE system design, tools and process consulting, guidance and consultancy throughout the formal tracking and Shingo application, OE development coaching, OE assessments and reporting, OE training, and development of agency metrics.
This contract also includes trainer workshops and support for UTA’s Organizational Excellence team as well as key change agents at UTA, all designed to move training and sustainment activities in-house.
The total not-to-exceed amount for this contract is $750,000, covering the three-year (3) base period plus two (2) additional option years.
CONTRACT SUMMARY:
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Contractor Name: |
SISU Consulting Group, Inc. |
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Contract Number: |
25-03956 |
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Base Contract Effective Dates: |
May 9, 2025 through April 25, 2028, Option Years: April 26, 2028 through April 25, 2030 |
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Extended Contract Dates: |
N/A |
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Existing Contract Value: |
N/A |
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Amendment Amount: |
N/A |
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New/Total Amount Contract Value: |
Not-to-exceed $750,000 for all 5 years, including options. |
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Procurement Method: |
Sole Source |
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Funding Sources: |
Approved 2025 Operating Budget |
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ALTERNATIVES:
No alternative. Delaying implementation jeopardizes our ability to achieve our 2030 OE objectives and goals.
FISCAL IMPACT:
Funds are budgeted within Enterprise Strategy Office and Organizational Excellence cost centers for 2025 through 2030 budget.
2025 Contract Amount: $75,000
2026 Contract Amount: $150,000
2027 Contract Amount: $150,000
2028 Contract Amount: $150,000
2029 Contract Amount: $150,000
2030 Contract Amount: $75,000
Total not-to-exceed Contract Total: $750,000
ATTACHMENTS:
• Contract: Organization Excellence Systems Support Services (SISU Consulting Group, Inc.)