Sole Source for Workplace Change

Sole Source for Workplace Change Contractor to provide Enabling Training, employee Relations, and Equity Impacts consultation. Sole Source for Consultation with Workplace Change LLC (6250-0) v2 / l.thomas Page 1 of 3 SOLE-SOURCE DETERMINATION MEMO FOR SUPPLIES AND SERVICES Date: April 8, 2026 Sole source number: S-10000-00016515 (6250) To: Kirk N. Rhoades, Designated Procurement Officer ODHS Office of Contracts & Procurement Requestor: Seth Lyon Agency/division: ODHS Director’s Office Program/office: Human Resources Contract specialist: Louie Thomas Agency Sole source rule: Sole source authority: DHS OAR 125-247-0275 OAR 125-246-0170(2) Estimated total Contract value: Initially an amount not to exceed $30,000; however, as recommendations are eventually approved and implemented, and an additional scope defined, costs could rise significantly. Total amount is anticipated to be substantially below the $250,000 threshold, and certainly will not exceed it. Description of goods or services: Consulting services specializing in proprietary materials and approaches to organizational change. 1. Background: This sole source justification applies to the purchase of: a) This single-award sole source Contract will provide proprietary materials and approaches that are unique to the Contractor. The work is grounded in established Human Resources, organizational development, and adult learning theory, and presented in a way unique to the Contractor from how those elements are integrated, operationalized, and applied in practice. The initial Work of the Contract will be an evaluation and analysis phase, followed by development of supports and recommendations. The initial cost of the Contract will be $30,000. Implementation, or “activation,” of those supports and recommendations, if approved, could ultimately raise the total amount of the Contract substantially. In no event shall the Contract exceed the $250,000 threshold. (6250-0) v2 / l.thomas Page 2 of 3 b) The consulting Work of the Contractor is separated into phases, each with its own expectations, culminating with “seeking input on Recommendations” and “Activate on Identified Areas,” which are implementation phases. It’s the implementation phase that may increase the total NTE of the Contract. c) The Director’s Office of the Oregon Department of Human Services has determined that the proprietary material and approaches utilized by this Contractor could prove beneficial to ODHS, and a decision was made for an initial foray into its material and approaches to assess for future uses. The material and approaches are proprietary to the Contractor and available from no other source. 2. Prospective Contractor/vendor: Legal entity name: Workplace Change LLC Address: 10905 NE Sandy Boulevard, Portland, Oregon 97220 Contact person: Serilda Summers-McGee Phone: (503) 847-9421 Email: serilda@workplacechanges.com Protests are due by 3:00 PM within seven calendar days after the first date the notice is posted on OregonBuys. Protests must be sent via mail to the following address. Protests via telephone or any other method will not be accepted. Oregon Department of Human Services Office of Contracts and Procurement ATTN: Louie Thomas, Senior Procurement and Contracts Specialist Address: 500 Summer Street NE E03, Salem, Oregon 97301 Phone: (971) 283-4755 Fax: (503) 378-4324 Email: louie.thomas@odhs.oregon.gov Agency reserves the right to purchase additional services based on recommended materials and approaches from the initial phases of the consultation work. Additional work, or phases, may be approved by the ODHS Director’s Office based on feasibility, efficacy during the first phases, and budget considerations of the consultant’s work and the costs of implementing the recommendations. (6250-0) v2 / l.thomas Page 3 of 3 3. Written findings of fact (market research): The findings below must include factual information supporting the determination that meet the sole source requirement in statute. Pursuant to ORS 279B.075, Agency must conduct market research that supports the assertion that there is only one source that can provide the goods or services. Market research includes utilization of the internet, trade journals, agency vendor lists, professional organizations, studies, catalogs/industrial periodicals, vendor sources, yellow pages, etc. Agency must select at least one of the findings and prepare the determination as it specifically relates to the good or service being procured. More than one finding can be addressed. The findings are as follows: Pursuant to ORS 279B.075 (2)(d): Any other findings that support the conclusion that the goods or services are available from only one source. Work is proprietary to the Contractor. APPROVED: By: Signed by DPO electronically via OregonBuys Kirk N. Rhoades or acting DPO