2623003 Texas Strategic Leadership Approved Provider

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 3 of 14
==========================================================================
1.0 SCOPE OF SERVICES
Background
Education Service Center, Region 20 (ESC-20) is one of 20 regional education service agencies within Texas that
provides an array of programs and services to school districts in an effort to assist districts in improving student
performance and increasing the efficiency and effectiveness of school operations. ESC-20 is located in Bexar
County and serves the South Central region of the state.
Scope of Services
Education Service Center, Region 20, (ESC-20) in partnership with the Texas Education Agency, seeks Request for
Qualifications (RFQ) for potential vendors and their proposed staff qualified to provide strategic planning and
performance management supports to Texas school districts and charters selected to participate in Texas Strategic
Leadership. The total budget for this project $2,000,000.
Individual contracts between awarded vendors and districts executed to support strategic planning and performance
management, is not to exceed $160,000 per district. Individual contracts between awarded vendors and districts
executed to support performance management only, is not to exceed $100,000 per district. Invoices will be paid
over the duration of the contract, upon completion of key milestones. Extension of this contract and/or additional
cohorts are contingent upon availability of future funding sources. It is anticipated that an awarded vendor may have
up to approximately three contracts
Key aspects of the work include:
* Supporting local education systems in the development of an academic strategic plan and/or performance
management routines for executive leaders
* Ensuring all deliverables are completed in accordance with TEA guidance, timelines, and established tools
* Participating in project management meetings with TEA, and other relevant stakeholders
* Maintaining detailed meeting agendas, notes, and documentation for reference by all participating parties
* Traveling as required to complete Texas Strategic Leadership program requirements
* Attend required training sessions (in person or virtual, as required) and participate in project and/or check-
in meetings
The purpose of this RFQ is to establish a pool of pre-qualified vendors that can be contracted with on an as needed
basis for Texas Strategic Leadership. As a result of this RFQ, a list will be compiled of qualified vendors who have
strong experience and expertise related to:
* Understanding District Systems
* Strategic Plan Development
* Stakeholder Engagement and Change Management
* Executive Coaching
* District Site Visits
* Classroom Observations
* Data Review and Analysis
* Conducting Performance Routines
* Technical Assistance with Data Dashboarding and Management
* School Board Coaching and Development
1st Term: Award Date until May 2027
2nd Term: June 2027 until May 2028

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 4 of 14
==========================================================================
Texas Strategic Leadership Approved Provider Interest Webinar
June 26th 11:00 AM Registration Link
2.0 SPECIAL CONDITIONS
a) ESC-20 will consider alternates, but reserves the right to be the sole judge to determine which response
offers the best value in meeting the needs of ESC-20.
b) Services will be purchased as needs arise and funding allows.
c) ESC-20 shall be sole interpreter of the terms, conditions, specifications and performance requirements
contained herein.
d) The transfer or assignment of contracts is prohibited.
e) All charges are to be included in respondent prices.
f) COMPLIANCE WITH LAW: The respondent will be responsible for compliance with all applicable local,
state, and federal laws.
g) Significant changes or necessary items not covered in proposal may be added to this contract at the
discretion of ESC-20.
h) Specifications as written meet ESC-20's minimum standards as to the usage, materials, and contents for our
needs and requirements. Specifications received from vendors that are different from the original
requirements must meet or exceed original specifications to be considered as equivalent. ESC-20 will be
the sole judge of specification equivalency.
i) ESC-20 will make no guarantee to purchase services.
j) It is anticipated that this RFQ will be awarded to multiple providers.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 5 of 14
==========================================================================
3.0 GENERAL TERMS
a) All contracts and agreements between vendors and Education Service Center, Region 20 shall strictly adhere to the
statutes as set forth in the Uniform Commercial Code as last amended in 1990 by the American Law Institute in the
National Conference of Commissioners on uniform state laws. Reference: Uniform Commercial Code, 1990
Official Text, 2/Sales.
b) Responders are advised that ESC-20 contracts are subject to all legal requirements provided for in the Texas Senate
Bill 1, Subchapter B, Section 44.031 and/or applicable state and federal statutes. Any proposal after being awarded
becomes subject to the Open Records Act, Article 6252-17a VTCS.
c) If product and/or service provided are not satisfactory to ESC-20, agreement can be terminated at any time upon a
30-day written notice.
d) ESC-20 reserves the right to all warranties, express and implied.
e) All parties agree that venue for any litigation arising from this contract shall lie in San Antonio, Bexar County,
Texas, and that the laws of the State of Texas shall govern the rights of the parties and the validity and
interpretation of any purchase order, contract, or service agreement that shall arise from and include this proposal
request.
f) Patented or copyright protected items: Vendor agrees to protect ESC-20 from recourse and all claims arising from
rights under patent, copyright, trademark or application infringement.
g) It is understood and agreed that Education Service Center, Region 20 reserves the right to make minor
modifications to conditions of this proposal due to unforeseen circumstances.
h) RESPONSES MUST BE MADE ON THE ENCLOSED SHEETS.
i) This proposal may be awarded to multiple vendors.
j) TERMINATION FOR CONVENIENCE. Either party to this agreement may terminate this agreement upon 30 days
written notice of such termination.
k) TERMINATION FOR CAUSE. ESC-20 may at its option immediately terminate this agreement by giving 30 day
written notice of termination to the Contractor on the occurrence of any of the following.
(a) The willful breach of this Agreement by the Contractor in the course of engagement, unless by ESC-20.
(b) The habitual neglect by the Contractor of its duties, unless waived by ESC-20.
l) KICKBACKS. It is a breach of ethics for any payment, gratuity or offer of employment to be made by or on
behalf of a subcontractor under a contract to the prime contractor or higher tier subcontractor for any contract of a
school district, or any person associated therewith, as an inducement for the award of a subcontract or order.
m) RIGHTS TO INVENTIONS. The Contractor agrees to be compliant with the Rights to Inventions
Made by Nonprofit Organizations and Small Business Firms Under Government Grants and Contracts.
n) CLEAN AIR ACT AND THE FEDERAL WATER POLLUTION CONTROL ACT. The Contractor agrees to be
compliant with the Clean Air Act and the Federal Water Pollution Control Act and their implementing regulations.
o)
p) ENERGY POLICY AND CONSERVATION ACT. The Contractor agrees to be compliant with the Energy Policy
and Conservation Act pertaining to mandatory standards and policies relating to energy efficiency contained in the
state energy conservation plan.
q) DEBARMENT OR SUSPENSION. The Contractor certifies that neither they nor their subcontractor is debarred or
suspended from receiving federal funds.
r) LOBBYING CERTIFICATION AND DISCLOSURE OF LOBBYING (BYRD ANTI- LOBBYING
AMENDMENT). The Contractor certifies that it has not and will not use any federal funds to lobby. If
non-federal funds are used to lobby, the contractor must complete the Disclosure of Lobbying and forward the
disclosure to the next tier, who must forward it through each tier to the federal awarding agency.
s) COPYRIGHT. All contracts paid from state or federal grants administered by TEA must retain copyright for the Texas
Education Agency (TEA) and for the federal government (if a federally funded contract) unless otherwise
negotiated in writing with TEA. Pursuant to the provisions in 2 CFR 200.315, title to intangible property vests in
the District as long as such property is used for authorized purposes. However, TEA and the federal awarding
agency reserve a royalty-free, nonexclusive and irrevocable right to reproduce, publish, or otherwise use the work
for federal purposes, and to authorize others to do so.
t) SOLID WASTE DISPOSAL ACT AND ITS IMPLEMENTING REGULATIONS. The Contractor certifies that it is
compliant with section 6002 of the Solid Waste Disposal Act and its implementing regulations. 2 CFR 200.322.
u) PROFIT AS A SEPARATE ELEMENT OF PRICE. For purchases using federal funds in excess of $150,000, a
Cooperative member may be required to negotiate profit as a separate element of the price; 2 CFR 200.323(b).
v) EQUAL EMPLOYMENT OPPORTUNITY. 41 CFR 60-1.4(b) is hereby incorporated by reference.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 6 of 14
==========================================================================
w) DAVIS-BACON ACT. For all Cooperative member prime construction contracts/purchases in excess of $2,000, vendor
shall comply with the Davis-Bacon Act (40 USC 3141-3144, and 3146-3148) as supplemented by Department of Labor
regulations (29 CFR Part 5). Vendor further agrees to that it shall also comply with the Copeland "Anti-Kickback" Act (40
USC 3145), as supplemented by Department of Labor regulations (29 CFR Part 3).
x) CONTRACT WORK HOURS AND SAFETY STANDARDS ACT. For all contracts or purchases in excess of $100,000
that involve the employment of mechanics or laborers, vendor agrees to comply with 40 USC 3702 and 3704 as
supplemented by Department of Labor regulations (29 CFR Part 5).
y) Compliance with Texas Government Code 2252 and 2270 - I, the vendor, am in compliance with all applicable
provisions of Government Codes 2252 & 2270. This code requires vendors agree to NOT boycott Israel or do business
with companies that boycott Israel. In addition vendor cannot do business with Iran, Sudan or a known terrorist
organization. By submitting a response to the proposal, vendor certifies compliance with this code.
y) NON-COLLUSION STATEMENT. The vendor affirms that he/she *is duly authorized to execute a contract, that
this company, corporation, firm, partnership or individual has not prepared this proposal in collusion with any other
Proposer, and that the contents of this proposal as to prices, terms or conditions of said proposal will not be communicated
by the undersigned nor by any employee or agent to any other person engaged in this type of business prior to the official
opening of a proposal. The proposer also affirms that they have not given; offered to give, do not intend to give at any time
hereinafter any economic opportunity, future employment, gift, loan, gratuity, specified discount, trip, favor, or service to a
private service in connection with this contract.
z) RECORD RETENTION. When federal funds are expended by Cooperative and all Cooperative members for any contract
resulting from this procurement process, the vendor certifies that it will comply with the record retention requirements
detailed in 2CFR 200.333. The vendor further certifies that vendor will retain all records as required by CFR 200.333 for a
period of three years after grantees or sub grantees submit final expenditure reports or quarterly or annual financial reports,
as applicable, and all other pending matters are closed.
aa) BUY AMERICAN ACT. Vendor certifies that vendor is in compliance with all applicable provisions of the Buy American
Act. Purchases made in accordance with the Buy American Act must still follow the applicable procurement rules calling
for free and open competition.
bb) LEGAL REMEDIES. Contracts for more than the simplified acquisition threshold currently set at $250,000 which is the
inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations
Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances
where contractors violate or breach contract terms, and provide such sanctions and penalties as appropriate. Pursuant to
Federal Rules (A) above, when federal funds are expended by Cooperative and all Cooperative members, Cooperative and
all Cooperative members reserves all rights and privileges under the applicable laws and regulations with respect to this
procurement in the event of breach of contract by either party.
4.0 CONTACT
All questions should be directed between 8:00 a.m. and 4:30 p.m., Monday through Friday to:
General Questions Jim Metzger 210-370-5204 jim.metzger@esc20.net
All questions are due in writing by July 8, 2026 at noon. Responses will be sent out to vendor prospects and
posted on the ESC-20 website.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 7 of 14
==========================================================================
5.0 REFERENCES
This list must include current clients. This list may be placed in a separate envelope and labeled
"PROPRIETARY" and is not subject to public view. Failure to provide references may cause proposal to be
considered non-responsive.
Company:__________________________ Contact Person: Phone number:
Address:___________________________ _________________ _____ _____ _____
City/St: ___________________________
Company:__________________________ Contact Person: Phone number:
Address:___________________________ _________________ _____ _____ _____
City/St: ___________________________
Company:__________________________ Contact Person: Phone number:
Address:___________________________ _________________ _____ _____ _____
City/St: ___________________________
6.0 REJECTION, WITHDRAWAL, MODIFICATIONS OF PROPOSALS AND LATE PROPOSALS
ESC-20 reserves the right to accept or reject any or all responses, to waive any technicality or irregularity in
response submitted, and to accept or reject any part of a response as deemed to be in the best interest of ESC-
20. Responses may be withdrawn at any time prior to the final due date. Alternations made before opening
time must be initialed by Respondent guaranteeing authenticity. Upon approval of ESC-20, responses may be
withdrawn for obvious miscalculations or industry-wide conditions. Responses received after the time set for
the opening will be declared late and will be considered ineligible for opening and consideration. ESC-20 is
not responsible for mail, courier or other delivery methods' in-transit time or non-delivery. Late deliveries
may be held unopened. Respondents will be advised by mail that the proposal was late and not accepted and
will be allowed to pick up the proposal package or furnish a "call tag" and have the package picked up by a
courier.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 8 of 14
==========================================================================
7.0 CLARIFICATION OR OBJECTION TO PROPOSAL SPECIFICATIONS
ESC-20 is willing to assist any Respondent in the interpretation of request provisions or explanation of how request
forms are to be completed. Assistance can be received by visiting the ESC-20, Business Office, 1314 Hines Avenue;
or calling (210) 370-5204. If any person contemplating submitting a response to this request is in doubt as to the true
meaning of the specifications, or other documents or any part thereof, he/she may submit a written request for
clarification to Jim Metzger, Purchasing Coordinator, 1314 Hines Avenue, San Antonio, TX 78208 at least seven
working days prior to scheduled deadline. Any interpretation of the request for proposal, if made, will be made only
by Addendum duly issued, faxed, mailed or delivered to each person receiving a proposal. ESC-20 will not be
responsible for any other explanation or interpretation of the proposal made or given prior to the award of the
contract. Any objections to the specifications and requirements as set forth in this request must be filed in writing
with the Associate Director of Business and Human Resource Services.
8.0 EVALUATION and AWARD OF CONTRACT
a) Response evaluation shall be based on, but not necessarily limited to the following factors:
* Ability to meet program requirements
* Flexibility
* Reputation of the vendor and of the vendor's services
* Extent to which the services meet the needs of ESC-20
* Vendor's past relationship with ESC-20
* Vendor's prior support of related/relevant initiatives, particularly within the state of Texas
* Other relevant factors that a private business entity would consider in selecting a vendor
* Company and personnel qualifications including a resume and a list of references for which the Bidder is
providing similar services
* The following criteria will be used for evaluating proposals (60 points):
Vendor Overview and Capacity: (5 points)
o
Relevant Experience (20 points)
o
Team Qualifications: (30 points)
o
Reference List: (5 points)
o
Vendors that score 45 or better on the above criteria, will be required to participate in an
interview for the remaining of the evaluation.
Interview (40 points)
b) After responses are opened, ESC-20 will check each response for the presence or absence of required
information in conformance with the submittal requirements of this response. These submittal requirements are
obligatory. If the response fails to meet any requirements to the request for proposal specifications, such
failures will be noted and documented in a formal deficiency report by the purchasing staff. ESC-20 will
evaluate each response to assure consistency among the various sections within the request for proposal. Any
items that are inconsistent or appear contradictory will be evaluated to determine if they should be classified as
material deviations.
c) Timeline for Evaluation and Notifications:
The evaluation process will occur following the July 16, 2026 proposal opening. Vendor(s) recommended for
award, would be recommended for award at the August 2026 ESC-20 Board Meeting. Awarded Vendor(s) will
be notified of the award following the ESC-20 Board Meeting.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 9 of 14
==========================================================================
9.0 ACKNOWLEDGEMENT OF ADDENDA:
The offeror acknowledges receipt of ADDENDA to the solicitation and related documents numbered and
dated:
Addendum No.
Date
All addenda shall be acknowledged on the solicitation/offer. Failure to do so may cause the proposal to be
rejected. Any changes to the solicitation will be made by Addendum, delivered to all parties, which ESC-20
shows as having received a copy of the solicitation.

EDUCATION SERVICE CENTER, REGION 20 RFQ No 2923003:
1314 Hines Avenue RFQ on: Texas Strategic Leadership Approved Provider
San Antonio, TX 78208 RFQ Opening: 2:00 pm July 16, 2026
Company _____________________________________ Page 10 of 14
==========================================================================
10.0 PROPOSAL
Vendor's General Skills
Respondents should submit evidence demonstrating the ability to execute the following general skills:
* Ability to plan, coordinate, and execute multi-phase programs over extended timeframes (Jan 2026-May
2027).
* Strong timeline and milestone tracking to ensure delivery of workshops, coaching, site visits, and
deliverables.
* Proficiency in using project management tools to manage complex logistics and stakeholder
communications.
* Capacity to collect, analyze, and synthesize data to measure the success of initiatives
* Strong interpersonal skills to build trust with LEAs, ESC-20 staff, TEA, and third-party partners.
* Agility to adjust to changing needs, schedules, and feedback from LEAs or the TEA.
* Strong problem-solving skills to troubleshoot issues as they arise and propose actionable solutions.
Key Target Dates
Below activities and dates are subject to change.
Activity Timeline
Deadline for RFQ submission July 16, 2026
Initial Review of Submission of Qualifications July 16 to August 26, 2026
Region 20 Board Meeting August 26, 2026
Notification of Approved Vendor(s) August 27, 2026
District Selection and Coach Matching Period for November- December 2026
Pilot
Approved Vendor Training (ongoing) December 2026- Feb 2027
TSL Strategic Planning Cohort Begins January 2027 - May 2028
TSL Performance Management Cohort Begins March 2027- May 2028
TSL Kickoff Conference June 2027
TSL Learning Lab Events February 2027 and October 2028
Contract Term
The terms and conditions of this RFQ and the subsequent contract for services are approximately for award date to May
2027 (with renewal option). The start and end dates are subject to change based on key activity completion noted above.
Upon successful completion of the requirements of this RFQ, including but not limited to, contract requirements and
project quality, this contract may be renewed for one additional year.