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Free for school districts

The LSI Toolkit

Four ready-to-use tools for running a fair, defensible, qualifications-based selection of a Learning Space Integrator. Use them as they are or adapt them to your district and state.

Cover of The Process to Solicit an LSI

The Process to Solicit an LSI

A step-by-step guide through four phases: prepare your district, develop and issue the RFQ, evaluate proposals, and award the contract. Includes 15 action checklists, a four-month timeline, and award and non-award letter templates.

PDF · 19 pages · Word

Cover of RFQ Template

RFQ Template

A complete Request for Qualifications with highlighted fields to fill in: school-by-school scope, required conflict-of-interest disclosure, case study format, fee transparency, evaluation criteria, and a vision statement worksheet.

PDF · 17 pages · Word

Cover of Evaluation Scorecard

Evaluation Scorecard

A nine-criteria rubric with 29 sub-criteria and 1–5 anchor descriptions, evaluator conflict-of-interest certification, and a guide to setting weights. The Excel calculator weights, totals, and ranks up to five firms automatically.

PDF · 17 pages · Word · Excel calculator

Cover of Finalist Interview Guide

Finalist Interview Guide

A 90-minute interview agenda, anti-bias and equal-treatment rules, a 19-question bank with note space, a district-specific scenario, and a reference check guide.

PDF · 17 pages · Word

About the toolkit

Is it really free?
Yes. Share your contact information and you get immediate access to every file. We'll also send the links to your inbox.
Can we edit the documents?
Yes. The Word and Excel versions are fully editable. Fields to customize are highlighted in [brackets] so your team can find them quickly.
Is the toolkit tied to a particular firm?
No. The templates are industry-standard and not affiliated with any vendor or proprietary methodology. Any firm can respond to them, and every firm is scored on the same published criteria.
Does it replace legal review?
No. Procurement law varies by state. Have your purchasing director and legal counsel review the documents before you issue a solicitation.