00018040_OpportunityNotice~1.docx

Kate Brown, Governor

Department of Administrative Services Enterprise Goods & Services - Procurement Services 1225 Ferry Street Salem, Oregon 97301-4285

PHONE: 503-378-4642

FAX: 503-373-1626

REVISED Exhibit D Opportunity Notice Best Value Analysis Process for Organizational Improvement Services

October 26, 2026:

To: Organizational Improvement Services Contractors – Service Categories:

· A – Business and Strategic Planning

· C – Process Improvement Methodologies

· D – Organizational Change Management

Opportunity Notice: OregonBuys 73000-00018040, Certification User Group: Training, Planning, and Facilitation

Attached to this Opportunity Notice is a statement of work (see Attachment A below) for your consideration.

Issuing Agency: Oregon Department of Transportation (“ODOT” or “Agency”) Agency Contact Information: Steve Hanson, ODOT Procurement Office Address: 355 Capitol St. NE, MS-33, Salem OR 97301 Phone: 971.382.2939 Email: Steven.D.Hanson@odot.oregon.gov

Due Date: a Contractor interested in this opportunity must submit its Offer (a.k.a. “proposal”) by November 16, 2026, at 2:00 PM (see “Bid Opening Date” and time in OregonBuys).

Agency intends to award one Service Order Contract (SOC). The initial term of the SOC is anticipated to be 1 year with options to extend the expiration date as determined by Agency.

Agency Overview and Project Description Oregon Department of Transportation (“ODOT” or “Agency”) is requesting Offers for services in connection with the Certification User Group: Training, Planning, and Facilitation (the “Project”).

In 2015, ODOT surveyed stakeholders of the Local Agency Certification Program (“Certification Program”) to identify needed improvements to the Certification Program and its processes. In June of 2016, local agencies met in Salem to review results of the survey and to provide input for development of a Certification User Group (“CUG”). In December of 2016, Certification Program stakeholders officially chartered the CUG and held annual meetings in December every year since. The CUG has a steering committee and currently has 3 subcommittees to strengthen communication, collaborate on process improvements, and provide training on Certification Program related processes. The 3 subcommittees are: 1) Standards, 2) Process Improvement & Training, and 3) Project Funding & Obligations. The subcommittees each have work plans that are coordinated through the efforts of the steering committee. The charter and examples of meeting and training materials are available on the ODOT Certification User Group webpage at: Oregon CUG.

Contractor shall provide ongoing support to the Certification Program and its stakeholder engagement through the CUG to:

· Develop, deliver, and closeout annual meetings, trainings, and workshops;

· Facilitate and support CUG committees and teams to strengthen communication and collaboratively plan work, set and accomplish goals; and

· Support the development of certification program training content and materials.

ODOT, local agencies, and the Federal Highway Administration (“FHWA”) will provide subject matter expertise.

General Expectations Contractor commits to:

· Manage and facilitate all facets of the Project that are reasonably within Contractor’s control to ensure the Project is completed on or ahead of time and within budget;

· Apprise Agency throughout the Project of any issues or decisions that may impact the Project budget or schedule;

· Use recycled/recyclable products to the maximum extent economically feasible in the performance of this Contract; and

· Embody sound and cost-effective sustainability principles in the Services performed under the Contract consistent with the provisions of the Oregon Sustainability Act (2001 HB 3948) that are included in ORS 184.421-.423.

Agency Responsibilities Agency will:

· Provide suitable meeting space as necessary or online meeting platform (MS Teams or similar platform), unless otherwise agreed. In person meeting space will usually have a screen suitable for displaying a computer screen or other multimedia used in trainings and presentations. Agency will provide an Infocus projector or similar system for events held in Agency facilities, and may provide Infocus projector or similar system for events held in other locations;

· Copies of printed handout materials for event participants, or post electronic copies of handout materials on the Agency website for event participants, as applicable to the event format;

· Notify event participants of their registration in events;

· Provide a roster of registered participants to Contractor on the day of the event; and

· Notify Contractor 1 week prior to event date to inform if there are not enough participants to hold a Contractor-facilitated event.

Compensation Agency will pay Contractor for completion of Services required under the SOC up to the not-to exceed (“NTE”) amount established in the awarded SOC. Billable items include:

· Loaded Costs – Actual fully loaded billing rates (inclusive of labor, profit and overhead costs) for employees productively engaged in work to complete the Services required under the SOC, up to the maximum rate approved for the employee’s classification; and

· Direct Non-Labor Costs (without mark-up) - Approved travel costs and other approved direct-non labor expenses that are not included in the fully loaded billing rates. Travel costs are allowable as authorized by Agency and if the travel is essential to the normal discharge of Agency’s responsibilities and is related to official Agency business. In accordance with the Travel chapter of the Oregon Accounting Manual, available at the following web address: https://www.oregon.gov/das/Financial/Acctng/Documents/40.10.00.pdf, all travel shall be conducted in the most efficient and cost-effective manner that results in the best value for the state.

Schedule of Events:

The table below represents a tentative schedule of events. All times are listed in Pacific Time. All dates listed are subject to change.

Voluntary Pre-Proposal Conference:

A voluntary pre-submittal conference is not currently anticipated; however, Agency reserves the right to schedule and conduct a virtual pre-submittal conference during this solicitation. Further details will be posted in OregonBuys with the time and date, if conducted.

Questions and Clarifications Requests:

Questions and requests for clarifications must be submitted via email to Steven.D.Hanson@odot.oregon.gov, by November 10, 2026, at 2:00 PM. Official answers and clarification will be provided by me in writing, via email, to all solicited Organizational Improvement Services Contractors. Any oral communications will be considered unofficial and non-binding.

Submittal Content Requirements:

Submittals must include the following:

1. One (1) page cover letter that includes the following:

a. Legal name of your firm, address, state of incorporation, and entity type;

b. Primary contact for this Proposal: name, telephone number, and email address; and

c. A statement of confirmation your firm has the ability to dedicate the staff assigned to this project (detailed in #2 below) within the specified timeframes.

2. A detailed narrative (limited to three (3) pages) describing:

a. Your firm’s approach to the Project and accomplishing the tasks and deliverables and meeting the deliverables schedule in Attachment A;

b. The experience, skills and knowledge your firm has, including subcontractors if used as it relates to the services being requested;

c. A list of each of the Key Persons and any subcontractors to be assigned to this project;

d. Specific roles and responsibilities of each Key Person and subcontractor; and

e. Each Key Person and subcontractor hourly rate, as per Exhibit H of the Contractor’s Price Agreement.

3. One (1) page resume for each Key Person and subcontractor showing their background, experience, expertise and training related to the specific work being requested.

NOTE: If the execution of the work to be performed requires the hiring of subcontractors, it must be clearly stated in the documents submitted. Subcontractors must be identified and the work they will perform must be defined. Contractor shall also use the provided Exhibit B (attached to this Opportunity Notice) to submit information for each subcontractor with their proposal. By filling out and submitting Exhibit B with each submission, Contractor is certifying that each subcontractor meets the minimum requirements set forth in this Opportunity Notice.

4. A detailed narrative (limited to one (1) page) describing up to two (2) previous projects completed, preferably for Oregon State agencies or government entities, within the last three (3) years, and for which the proposed Key Persons (#2 above) provided similar services to those described in the Statement of Work (see Attachment A below). Information provided must at a minimum include the following:

a. Client name, telephone number and address;

b. Contact name (project manager), telephone number and email address;

c. Description of services provided;

d. Dates services were provided; and

e. Staff assigned to the project, their project roles and work performed for the referenced project.

5. Contractor shall submit for each Key Person (subcontractors included if used) a minimum of one reference for each of the pervious projects completed described above in #4 above. Contractor shall submit references on the provided Exhibit A attached to this Opportunity Notice.

6. Completed Exhibit C – Proposed Cost worksheet attached in OregonBuys for this Opportunity Notice. Contractor shall:

a. Show the estimated number of hours to complete each deliverable required by the Statement of Work (see Attachment A below) and for those identified by Contractor, for each Key Person identified in #2 above.

b. Show the breakdown by tasks and deliverables and the total estimated cost to complete all deliverables.

c. Submit Exhibit C in Microsoft Excel format as a separate file uploaded via the Attachments tab in OregonBuys. Agency reserves the right to negotiate the final price and billing rates for the awarded SOC with the successful Proposer.

NOTE: Any pages exceeding specified page limits for submittal content will not be reviewed or considered by Agency in the Best Value Analysis (“BVA”) evaluation. Agency will consider the pages up to that allowable number and discard all subsequent pages. One (1) page is defined as: one side of a single 8-1/2" x 11" page that includes a font size of 11 or greater for the narrative. Any page over this size will be counted as 2 pages.

Opportunity Notice BVA:

Offers received on or before the due date and time will be reviewed by Agency. The firm offering the best value to the state will be selected based, in part, on the following criteria:

a. Demonstrated skill, experience and knowledge relevant to the services being requested (20 Points Possible)

b. Proposed approach to the services being requested (20 Points Possible)

c. Availability (20 Points Possible)

d. Resource Capacity (20 Points Possible)

e. Proposed cost, Points Possible as follows:

· Lowest proposed cost will receive 15 points.

· The second lowest proposed cost will receive 10 points.

· The third lowest proposed cost will receive 5 points.

· All other Proposers will receive 0 points.

Agency reserves the right to include Contractor interviews as part of the BVA process. If Agency elects to conduct Contractor interviews, Agency anticipates the top 3 Contractors with the highest first round evaluation scores will be included in the Contractor interviews. Agency, in its sole discretion, may increase or decrease the number of Contractors selected for interviews if there is a natural break in the scores. Agency may conduct interviews via teleconference, video conference, or in-person. Further details will be included with the notification of interviews, if conducted. See the Schedule of Events above for the estimated date and time.

Offers, including all attachments, forms, and other required items, must be submitted via OregonBuys in Microsoft, Microsoft compatible, or PDF format. Submittal by any other means will be rejected. Agency will not accept proposals submitted after the Bid Opening Date (or Closing) deadline for submitting Offers for this Opportunity Notice in OregonBuys.

Notice of Award:

Agency shall issue and send a notice of intent to award a Service Order Contract to all Contractors that submitted an Offer in response to this Opportunity Notice.

Protest of Award:

Pursuant to ORS 279B.410, an aggrieved Contractor may protest the award of the Service Order Contract. Contractor must submit its written protest to the undersigned within seven (7) days of the issuance of the notice of intent to award. The protest must state that Contractor is adversely affected because Contractor would be eligible for the award in the event the protest is upheld, because:

(A) All lower bids or higher ranked proposals are nonresponsive;

(B) Agency has failed to conduct the evaluation of proposals in accordance with the criteria or processes described in the solicitation materials;

(C) Agency has abused its discretion in rejecting the protestor’s bid or proposal as nonresponsive; or

(D) Agency’s evaluation of bids or proposals or the contracting agency’s subsequent determination of award is otherwise in violation of this chapter or ORS chapter 279A.

The undersigned shall respond to all protests in a timely manner.

Sincerely, Steve Hanson Contract Coordinator | ODOT Procurement Office 355 Capitol St. NE, MS-33, Salem OR 97301 Steven.D.Hanson@odot.oregon.gov

Organization Improvement Services SOC Attachment A - Statement of Work Template

Agency reserves the right to modify the Statement of Work for the awarded SOC as necessary to meet Agency’s needs. Agency will negotiate the final Statement of Work, which includes the tasks, deliverables, and schedule, with the successful Proposer.

I. Tasks and Deliverables The following tasks and deliverables shall be completed by Contractor:

Task 1: CUG WORKSHOP PREPARATION & CLOSEOUT The purpose of this task is to support the Certification Program and the Certification User Group (“CUG”) steering committee and subcommittees to plan, deliver, and closeout CUG workshops to meet the objectives and goals of the CUG. The CUG typically hosts 3 or 4 workshops per year, including training workshops in the spring and fall (months vary); an all-subcommittee “summer” work session in (anticipated in May 2027) ); and an annual meeting in the fall or winter (anticipated in October or November 2027). Ad-hoc CUG workshops may be scheduled as needed; however, “training and other CUG Stakeholder” workshops are included on an ad-hoc basis because the Certification Program and the CUG may use other resources (e.g., internal or Federal Highway Administration (“FHWA”) staff) to prepare and deliver CUG-sponsored trainings and workshops.

Starting approximately 6 months prior to each event, Contractor shall plan, prepare, facilitate, attend and close out each workshop as required by Agency and as specified in Task 1, and Tasks and Deliverables 1.1 through 1.3 below. Agency will approve and schedule food and venue vendor(s) for the workshops.

Subject to APM’s approval, for each workshop preparation and closeout subtask must include, but is not limited to the following:

Contractor shall:

1. Plan the workshops in coordination with the APM and project team. Prepare, maintain, and submit to APM and Project team a written plan to document session planning activities and details, roles and responsibilities, and due dates.

2. Facilitate project team meetings as necessary to plan the workshop (up to 4 per workshop). Prepare meeting notes to document discussion, decisions, and action items; and circulate notes to APM and project team.

3. Coordinate venue and food logistics for the workshop. Submit written summary of food and venue options available with recommendations to APM and ODOT assigned staff for review and scheduling.

4. Coordinate with the Agency, venue or others as appropriate to ensure all audio-visual equipment and resources required for the workshop will be in place and operational.

5. Verify with the venue or others as appropriate 2 weeks prior to workshop date (email is acceptable) that the workshop space is reserved and confirm the anticipated number of participants.

6. Prepare and distribute the materials for each workshop, including agenda, announcements, slides, minutes/summary notes, surveys, and other workshop-related materials as requested by APM to APM, project team, and workshop participants as appropriate and as requested by APM. Circulate an initial draft of each workshop-related materials to the APM and project team for review and comments and the final draft of workshop-related materials incorporating comments for distribution. Circulate post-workshop summary notes to APM and project team for review and comments and final draft of summary notes incorporating comments for distribution.

7. Deliver or distribute to each workshop’s participants the session materials or facilitate delivery of Agency-provided materials for each session, as requested by APM.

8. Obtain signatures (or other confirmation of check-in) from all participants (whether in person or by remote attendance) on the workshop attendance roster and submit to APM.

9. Facilitate the workshop by encouraging participation, facilitating discussion, decision-making and conflict resolution by employing process tools.

10. Solicit participant feedback via survey and report on results of the feedback on each workshop. The survey must be presented to participants in either written, oral, or both formats, as requested by the Project team and approved by the APM. The survey results must be submitted in writing. The purpose of the survey is to evaluate whether the workshop met its intended objective(s) and whether participants found value in the information presented.

Agency will approve and schedule food and venue vendor(s) for the workshops.

Task 1.1 CUG Annual Meeting Planning and Facilitation Contractor shall plan, prepare and close out one CUG annual meeting workshop per year in accordance with the requirements of Task 1 above and the Task 1 Deliverables listed below.

The CUG annual meetings anticipated under this Contract is up to 1 per year.

Task 1.2 CUG Summer Workshop Planning and Facilitation Contractor shall plan, prepare and close out 1 CUG summer workshop per year in accordance with the requirements of Task 1 above and Task 1 Deliverables listed below.

Agency anticipates up to 1 workshop per year.

Task 1.3 Training and Ad-Hoc CUG Stakeholder Workshop Planning and Facilitation The purpose of this task is to provide ad-hoc workshop planning and facilitation services that may be needed to support the Certification Program and its work with CUG stakeholders. As requested and authorized by APM, on a schedule set by APM, and only after receiving APM’s written notice to proceed (via email is acceptable), Contractor shall plan, prepare and close out a CUG workshop in accordance with the requirements of Task 1 above, Task 1 Deliverables listed below, and as required by the APM in the work authorization.

Workshops under this subtask may include facilitated special CUG stakeholder trainings, meetings, interventions, work sessions, focus groups, and special projects for rapid improvement.

Agency anticipates up to a total of 2 trainings or other CUG stakeholder workshops per year.

Task 1 Deliverables for Tasks 1.1, 1.2, and 1.3:

Contractor shall provide the following deliverables for each CUG workshop planned and facilitated under Task 1, including Task 1.1, 1.2, and 1.3, as applicable:

· Written and updated session plan;

· Project team meeting notes that include action item summary;

· Written summary of food and venue options available for the session with recommendations to APM and ODOT assigned staff for review and scheduling (as requested by APM);

· Attendance in-person and facilitation of workshop;

· Agenda and materials for the workshop;

· Written summary of participant survey results; and

· Preparation and distribution of post-session summary notes to APM and others as requested by APM.

Each deliverable is due within the timelines specified for Task 1 (1.1, 1.2, or 1.3) in the Deliverables Schedule below and must be submitted to the APM and others in accordance with the Task 1 description above, unless otherwise agreed to or requested by the APM.

Task 2: TEAM FACILITATION AND SUPPORT The purpose of this task is to support the Certification Program and the CUG steering committee and subcommittees and related workgroups in meeting the objectives and goals of the CUG with planning and facilitation services as requested by the APM. Contractor shall provide on-site (unless otherwise agreed to by APM), facilitator-led meeting and related support services to the APM and the project team on an as needed basis. For each facilitated meeting Contractor shall:

1. Gather information about the group and its needs, identify the objectives of the facilitated meeting and create a preliminary design and agenda, and provide detailed process notes to APM and the project team.

2. Provide feedback and refinement, sharing the preliminary design and agenda in writing with the APM and project team for input and approval.

3. Finalize the design and agenda in writing while clarifying the roles and responsibilities of all parties before, during and after the facilitated meeting.

4. Prepare, maintain, and submit to APM and the project team a written committee work plan to document committee planning activities and details, roles and responsibilities, and due dates.

5. Work with APM and the project team to develop draft and final meeting announcements and agendas and assist with logistics. Identify required materials and supplies for the meeting, and design and create all meeting materials and handouts.

6. Attend and facilitate meetings, encourage participation, facilitate decision-making and conflict resolution by employing process tools.

7. Close the meeting. Review decisions made in the meeting, identifying next steps and action plans. Develop a means, as approved by the APM, for follow up with the group and conduct an evaluation (either written or informal at end of meeting) of the meeting that includes feedback from participants on if they feel the meeting was productive and suggestions for Contractor to take back to APM and project team.

Task 2.1 CUG Steering Committee Support and Facilitation Contractor shall support and facilitate the CUG steering committee meetings and activities in accordance with the requirements of Task 2 above and Task 2 Deliverables listed below.

1. Schedule, coordinate, attend, and facilitate CUG Steering Committee Meetings, up to 4 per year.

2. Schedule, coordinate, attend, and facilitate CUG project team meetings or conference calls to prepare for the CUG Steering Committee Meetings, up to 4 per year.

3. Develop, maintain, and submit CUG Steering Committee work plan to APM and committee members.

4. Prepare and submit to APM and committee members draft and final versions of a brief Annual Report of CUG activities and accomplishments.

5. Prepare materials necessary for CUG to communicate with stakeholders.

6. Administer CUG document management system as approved by the APM on an ongoing basis and throughout the Contractor’s support of the CUG.

7. Prepare and submit to APM and project team, draft meeting notes following each meeting, and update and circulate final versions of meeting notes to meeting attendees.

Task 2.2 CUG Subcommittee(s) Support and Facilitation Contractor shall support and facilitate the CUG Subcommittee meetings and activities in accordance with the requirements of Task 2 above and Task 2 Deliverables listed below. Contractor shall:

1. Schedule, coordinate, attend, and facilitate CUG Subcommittee Meetings, as needed and approved by APM, up to 10 per year.

2. Schedule, coordinate, attend, and facilitate project team or APM coordination meetings or conference calls as needed to prepare for the CUG Subcommittee Meetings and ongoing support services.

3. Coordinate Subcommittee work plans and reporting process to Steering Committee, ensuring Subcommittee work plan aligns with Steering Committee work plan.

4. Assist Subcommittee to develop meeting schedules and schedule meetings, as requested by APM.

5. Review Subcommittee meeting notes received from Subcommittee leads via electronic format.

6. Prepare and submit Draft and Final meeting notes to APM and project team or others as requested by APM following each meeting.

7. Conduct research on topics requested by workgroup and provide findings to APM, the project team, or as others as requested by APM.

8. Develop, update, and submit written products and materials from workgroup to APM, the project team, or others as requested by APM.

Task 2.3 Other CUG Stakeholder Support and Meeting Facilitation The purpose of this task is to provide additional support and facilitation services (up to 35 hours over 1 year) that may be needed to support the Certification Program in its work with other CUG stakeholder workgroups and committees. As requested and authorized by APM, on a schedule set by APM, and only after receiving APM’s written notice to proceed (via email is acceptable), Contractor shall support and facilitate other CUG stakeholder workgroup or committee meetings and activities in accordance with the requirements of Task 2 above and Task 2 Deliverables listed below. As requested by the APM, Contractor shall:

1. Schedule, coordinate and facilitate CUG stakeholder meetings.

2. Schedule, coordinate, attend, and facilitate project team or APM coordination meetings or conference calls to prepare for the CUG stakeholder meetings.

3. Conduct research on topics requested by workgroup and provide findings to APM, the project team, or as others as requested by APM.

4. Prepare or facilitate the preparation of CUG stakeholder work plans and other materials as needed and requested by the APM.

5. Provide draft and final written meeting materials including agenda, work plans, meeting notes, as requested by APM.

6. Provide coordination, administration, and communication support for other CUG stakeholder workgroups or committees and activities as requested by APM.

Task 2 Deliverables for 2.1, 2.2, and 2.3:

Contractor shall provide the following deliverables in support of CUG committee supported and facilitated under Task 2, including Task 2.1, 2.2, and 2.3, as applicable:

· Written meeting materials (draft and final) including agendas, meeting notes, and other meeting materials as needed;

· Written and updated work plans;

· Research and written results analysis summary as needed and approved by APM;

· Written progress and annual reports; and

· On-going coordination, administration, and communication.

Each deliverable is due within the timelines specified for Task 2 (2.1, 2.2, or 2.3) in the Deliverables Schedule below and shall be submitted to the APM and others in accordance with the Task 2 description above, unless otherwise agreed to or requested by the APM.

Task 3: CUG TRANSITION PLAN The purpose of this task is to provide additional, on-going support and facilitation services that may be needed to support the Certification Program in transitioning the on-going CUG coordination, administration, communication, planning and facilitation activities under this Contract to other resources as identified by the Agency.

As requested and authorized by APM, on a schedule set by the APM, and only after receiving APM’s written notice to proceed (via email is acceptable), Contractor shall facilitate development and delivery of a CUG transition plan in accordance with the requirements of Task 3 and Task 3 Deliverables listed below. As requested by the APM, the Contractor shall:

1. Develop written recommendations to the Agency on its long-term management of CUG activities beyond the contract end date.

2. Transition written materials and CUG document management to Agency staff, including drafting and submitting a consolidated list of materials and document management systems necessary to facilitate CUG activities, delivered to APM and others as requested by APM.

3. Attend and facilitate a meeting to present Contractor’s recommendations for the long-term management of the CUG and the list consolidated list of CUG materials to APM and other Agency representatives.

4. Develop and submit a written user guide that provides guidance to new CUG facilitators (agency staff or future contractor(s)).

5. Attend and facilitate meeting with APM and new facilitators to provide overview of the CUG and the user guide.

6. Provide written meeting materials including agendas and notes for each meeting.

Task 3 Deliverables:

As requested and authorized by APM, on a schedule set by the APM, and only after receiving APM’s written notice to proceed (via email is acceptable), Contractor shall provide the following deliverables for Task 3 as requested by the APM:

· Written recommendations for the long-term management of the CUG;

· Written consolidated list of CUG materials and document management systems;

· Attendance at and facilitation of a meeting to present recommendation to APM and other Agency representatives;

· Written user guide;

· Attendance at and facilitation of meeting with APM and others as identified by APM to provide overview of the user guide; and

· Written meeting materials including agendas and notes for each meeting.

Each deliverable is due within the timelines specified for Task 3 in the Deliverables Schedule below and shall be submitted to the APM and others in accordance with the Task 3 description above, unless otherwise agreed to or requested by the APM.

II. Deliverable Schedule Task 1: CUG WORKSHOP PREPARATION & CLOSEOUT

· Task 1.1 CUG Annual Meeting Planning and Facilitation

· Task 1.2 CUG Summer Workshop Planning and Facilitation

· Task 1.3 Training and Ad-Hoc CUG Stakeholder Workshop Planning and Facilitation (as authorized by APM)

Task 2: TEAM FACILITATION AND SUPPORT

· Task 2.1 CUG Steering Committee Support and Facilitation

· Task 2.2 CUG Subcommittees Support and Facilitation

· Task 2.3 Ad-Hoc CUG Stakeholder Support and Facilitation (as authorized by APM)

· Subcommittees and other committees: To be determined – frequency varies and is established by each committee (typically no more than monthly); Contractor participation to be approved by APM

· Meeting notes: Within 5 business days after each meeting

TASK 3: CUG TRANSITION PLAN (as authorized by APM)

· Meeting notes: 5 business days after each meeting

III. Cost Contractor shall submit the Proposed Cost in response to this Opportunity Notice using Exhibit C – Proposed Cost as a separate file uploaded via the Attachments tab in OregonBuys.

Exhibit A Service Order Process Key Person Reference Form Contractor Reference #1

Firm Name:

Address:

City, State & Zip:

Contact person:

Title:

Phone:

Email:

Contractor Reference #2

Firm Name:

Address:

City, State & Zip:

Contact person:

Title:

Phone:

Email:

Contractor Reference #3

Firm Name:

Address:

City, State & Zip:

Contact person:

Title:

Phone:

Email:

Exhibit B Joint Venture/ Partnership/ Subcontractor Sheet

Will you be using a Joint Venture / Partnership to perform work, as identified in the RFP and Attachment A, Section 1:

|_| Yes I will; |_| No I will NOT

CONTRACTOR MUST MARK ONE OF THE BOXES ABOVE.

Will you be using subcontractors to perform work, as identified in the RFP and Attachment A, Section 1 (Note: this will make you the PRIME contractor):

|_| Yes I will; |_| No I will NOT

CONTRACTOR MUST MARK ONE OF THE BOXES ABOVE.

Submit the information below for each partner, joint venture, or sub-contractor.

Note to Contractors: More sheets may be created by cutting, pasting and re-numbering the below sections as needed.

#1: |_| Joint Venture |_| Partnership |_| Subcontractor

FIRM NAME: ________________________________________________

ADDRESS: __________________________________________________

CONTACT PERSON: _________________________________________

POSITION TITLE: ___________________________________________

TELEPHONE NUMBER: ______________________________________

E-MAIL:_____________________________________________________

#2 |_| Joint Venture |_| Partnership |_| Subcontractor

FIRM NAME: ________________________________________________

ADDRESS: __________________________________________________

CONTACT PERSON: _________________________________________

POSITION TITLE: ___________________________________________

TELEPHONE NUMBER: ______________________________________

E-MAIL:_____________________________________

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