25_05_RFP_Exhibit B.docx

DNR RFP: 25-05

EXHIBIT B – MANAGEMENT PROPOSAL FORM

Items marked “mandatory” must be included as part of the bid, quotation and/or proposal to be considered responsive, however, these items are not scored. Items marked “scored” are those that are awarded points as part of the evaluation conducted by the evaluation team.

This management proposal form is to describe how the bidder will complete each task listed in 1.2 SCOPE.

A. PROJECT MANAGEMENT (SCORED)

A1. PROJECT TEAM STRUCTURE/INTERNAL CONTROLS

All Bidders are REQUIRED to provide a description of the proposed project team structure and internal controls to be used during the course of this project, including any Subcontractors.

Include who within the business will have prime responsibility and final authority for the work.

A2. STAFF QUALIFICATIONS/EXPERIENCE

All Bidders are REQUIRED to identify staff, including Subcontractors, who will be assigned to the potential contract. Indicate responsibilities and qualifications of each staff member and include the amount of time each will be assigned to the project. Resumes may be required as indicated in Section 3.2 Bidder Checklist. Any staff substitution MUST have the prior approval of the Agency.

STAFF NAME

RESPONSIBILITIES & QUALIFICATIONS

ESTIMATED TIME ON

PROJECT

B. EXPERIENCE (SCORED)

B1. EXPERIENCE OF THE BIDDER

Indicate the experience the Bidder and any Subcontractors have in the following areas associated with:

1. Water Rights validation Give examples of work where knowledge and expertise are used to validate water rights.

DNR RFP: 25-05

WA State Department of Natural Resources REQUEST FOR PROPOSAL (RFP) Form update date: 23.03.31_RVSD 24.02.23

2. Water Rights Data Management systems Provide examples of data management systems recommendations associated specifically with management of a water rights portfolio.

3. Asset Portfolio Analysis Describe experience providing consultative services for clients with a water rights portfolio OR relevant experience managing or providing consultative services for asset portfolios.

4. Washington State Department of Ecology (DOE) regulations Provide detailed examples of projects that have required specialized expertise and/or knowledge in understanding and interpreting DOE rules and regulations pertaining to water rights and the perfecting/validating of water rights.

B2. OTHER RELEVANT EXPERIENCE

Indicate other relevant experience that indicates the qualifications of the Bidder, and any Subcontractors, for the performance of the potential contract.

B3. PREVIOUS CONTRACTS

Include a list of contracts the Bidder has had during the last five (5) years that relate to the Bidders ability to perform the services needed under this solicitation.

PERFORMANCE

CONTACT NAME

MAIL ADDRESS

B4. PREVIOUS WASHINGTON STATE CONTRACTING

If the Bidder or any Subcontractor has contracted with the State of Washington in the past 24 months, indicate the name of the agency, the contract number and project description and/or other information to identify the contract.

NUMBER

PROJECT DESCRIPTION

C. RELATED INFORMATION (MANDATORY)

C1. TERMINATION FOR DEFAULT (PASS/FAIL)

HAS THE BIDDER HAD A CONTRACT TERMINATED FOR DEFAULT IN THE LAST FIVE (5) YEARS?

· Yes

· No

Termination for default is defined as notice to stop work due to the Bidder’s non-performance or poor performance and the issue of performance was either a) not litigated due to inaction on the part of the Bidder or b) litigated and such litigation determined that the Bidder was in default.

If the Bidder answered yes above, describe the incident. Submit full details of the terms of default including the other party’s name, address and phone number. Present the Bidder’s position on the matter. The Agency will evaluate the facts and may, at its sole discretion, reject the bid, quotation and/or proposal on the grounds of past experience.

C2. FORMER/CURRENT STATE EMPLOYEE (PASS / FAIL)

Identify any state employees or former state employees employed by the state in the past 24 months, currently employed by or on the firm’s governing board as of the date of the date of bid, quotation and/or proposal submittal. Include their position and responsibilities within the Bidders organization. If following a review of this information, it is determined by the Agency that a conflict of interest exists, the Bidder may be disqualified from further consideration for the award of a contract.

FORMER/CURRENT STATE EMPLOYEE NAME:

AGENCY WHERE FORMERLY/CURRENTLY

EMPLOYED:

POSITION HELD:

SEPARATION DATE:

POSITION WITHIN BIDDERS FIRM:

RESPONSIBILITY WITHIN BIDDERS FIRM:

D. REFERENCES (SCORED)

Demonstrating reliability, customer service, conflict resolution.

Provide at least three references. By submitting a bid, quotation and/or proposal, the Bidder grants permission to the Agency to contact these references and others, who from the Agency’s perspective, may have pertinent information. Current Agency staff CAN be used as references.

BUSINESS REFERENCE NAME:

NAME OF AUTHORIZED CONTACT:

ADDRESS:

CITY:

STATE:

ZIP:

CELL PHONE:

OFFICE PHONE:

E-MAIL:

TIME FRAME OF SERVICES PROVIDED:

DESCRIPTION OF SERVICES

PERFORMED:

BUSINESS REFERENCE NAME:

NAME OF AUTHORIZED CONTACT:

ADDRESS:

CITY:

STATE:

ZIP:

CELL PHONE:

OFFICE PHONE:

E-MAIL:

TIME FRAME OF SERVICES PROVIDED:

DESCRIPTION OF SERVICES

BUSINESS REFERENCE NAME:

NAME OF AUTHORIZED CONTACT:

ADDRESS:

CITY:

STATE:

ZIP:

CELL PHONE:

OFFICE PHONE:

E-MAIL:

TIME FRAME OF SERVICES PROVIDED:

DESCRIPTION OF SERVICES

SIGNATURE OF AUTHORIZED PERSON DATE SIGNED

RETURN FORM TO: SOLICITATION COORDINATOR WITH YOUR BID, QUOTATION AND/OR PROPOSAL AS INDICATED WITHIN.

WA State Department of Natural Resources REQUEST FOR PROPOSAL (RFP) Form update date: 23.03.31_RVSD 24.02.23