AppliedTechnicalBid.pdf

Bidder Reference Check for: Applied Technical

Reference Name: _______________________________________ Email Reference Template:

Good afternoon:

I’m Clayton Long, a procurement coordinator for the Washington State Department of Enterprise Services and I’m conducting reference checks on a competitive solicitation to procure Business Consulting Services (Change Management, Organizational Development & Management and Business Analysis). This company submitted a bid and provided your organization as a reference.

Objective: References should be checked to help determine if the top-scored bidder(s) are responsible prior to proceeding to the announcement of apparent successful bidders. References are a good way to determine the bidder’s ability to meet the solicitation requirements.

Thank you for your time. If possible, please respond by January 18, 2022 to: clayton.long@des.wa.gov

Instructions: Work with the sourcing team to confirm a list of questions/criteria to check via references.

References can be done over the phone or via email, but via email should be the preferred and default approach. Start with the Email Reference Template below and modify the list of questions/criteria as applicable to your commodity.

Background and scope. Please provide the following background information about the products and/or services your organization procured from the bidder.

• When did you work with this company and for how long:

• Briefly describe the type of products and/or services:

• Provided estimated value of the products and/or services:

Please provide a score and a brief explanation for each criteria below using the following scoring guide:

Rating Assessment Definition

100% Excellent Company fully met or exceeded the requirements and business needs.

75% Good Company fully met the requirements and the business needs, but there was room for improvement. There was a minor deficiency not in a key area.

50% Acceptable Company sufficiently met the requirements and the business needs. There were no critical deficiencies, but products and/or services had numerous weaknesses in key areas.

25% Poor Company only partially met the requirements and the business needs. There were critical deficiencies in key areas.

0% Unacceptable Company did not meet the requirements and business needs.

mailto:clayton.long@des.wa.gov

Reference Check for 01620 – Business Consulting Services

2 | P a g e

1. Level of communication and customer service (i.e., responsiveness and issue resolution).

• Rating:

• Brief explanation:

2. Adherence of services to the company’s assured qualifications:

• Rating:

• Brief explanation:

3. Quality of implementation planning.

• Rating:

• Brief explanation:

4. Adherence to project schedule and budget:

• Rating:

• Brief explanation:

5. Overall satisfaction

• Rating:

• Brief explanation:

6. Additional Information you would like to bring to the attention of the Department of Enterprise Services about your business relationship with the bidder:

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 1

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Applied Technical Systems, Inc.

Type/print full legal name of Bidder

Bidder’s Address: 9307 Bayshore Drive Suite 301, Silverdale, WA 98383 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

State of Formation: Washington

Type/print the state where the corporation, LLC, or partnership is formed – e.g., ‘Washington’ if domestic and the name of the state if ‘Foreign’ (i.e., not Washington)

Bidder, through the duly authorized undersigned, makes this certification as a required element of submitting a responsive bid. Bidder certifies, to the best of its knowledge and belief, that the following are true, complete, correct, and made in good faith:

1. UNDERSTANDING. Bidder certifies that Bidder has read, thoroughly examined, and fully understands all of the provisions in the Competitive Solicitation (including all exhibits) and the terms and conditions of the Master Contract and any amendments or clarifications to the Competitive Solicitation, and agrees to abide by the same.

2. ACCURACY. Bidder certifies that Bidder has carefully prepared and reviewed its bid and fully supports the accuracy of the same. Bidder further understands and acknowledges that Enterprise Services shall not be responsible for any errors or omission on the part of Bidder in preparing its bid. Bidder certifies that the facts declared here are true and accurate. Bidder further understands and acknowledges that the continuing compliance with these statements and all requirements of the Competitive Solicitation are conditions precedent to the award or continuation of the resulting Master Contract.

3. NO COLLUSION OR ANTI-COMPETITIVE PRACTICES. Bidder certifies that Bidder has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with this Competitive Solicitation.

Bidder certifies that Bidder’s bid prices have been arrived at independently, without engaging in collusion, bid rigging, or any other illegal activity, and without for the purpose of restricting

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 2

competition any consultation, communication, or agreement with any other bidder or competitor relating to (a) those prices, (b) the intention to submit a bid, or (c) the methods or factors used to calculate the prices offered. Bidder certifies that Bidder has not been and will not knowingly disclose its bid prices, directly or indirectly, to any other bidder or competitor before award of a Master Contract, unless otherwise required by law. Bidder certifies that Bidder has made no attempt and shall not make any attempt to induce any other person or firm to submit or not to submit a bid for the purpose of restricting competition. Bidder, however, freely may join with other persons or organizations for the purpose of presenting a bid.

4. FIRM OFFER. Bidder certifies that its bid, attached hereto, is a firm offer which cannot be withdrawn for a period of ninety (90) days from and after the bid due date specified in the Competitive Solicitation. Enterprise Services may accept such bid, with or without further negotiation, at any time within such period. In the event of a protest, Bidder’s bid shall remain valid for such period or until the protest and any related court action is resolved, whichever is later.

5. CONFLICT OF INTEREST. Bidder certifies that, in preparing this bid, Bidder has not been assisted by any current or former employee of the State of Washington whose duties relate (or did relate) to this Competitive Solicitation, or prospective Master Contract, and who was assisting in other than his or her official, public capacity. Neither does such a person nor any member of his or her immediate family have any financial interest in the outcome of this bid.

6. NO REIMBURSEMENT. Bidder certifies that Bidder understands that the State of Washington will not reimburse Bidder for any costs incurred in the preparation of this bid. All bids become the property of the State of Washington, and Bidder claims no proprietary right to the ideas, writings, items, or samples unless so stated in the bid.

7. PERFORMANCE. Bidder certifies that Bidder understands that its submittal of a bid and execution of this Bidder’s Certification certifies bidder’s willingness to comply with the Master Contract, if awarded such. By submitting this bid, Bidder hereby offers to furnish the goods and/or services solicited pursuant to this Competitive Solicitation in compliance with all terms, conditions, and performance requirements contained in this Competitive Solicitation and the resulting Master Contract or, if applicable, as detailed on a Contract Issues List, if permitted, in this Competitive Solicitation.

8. INSURANCE. Bidder certifies as follows (must check one):

BIDDER HAS REQUIRED INSURANCE. Bidder has attached a current, valid Certificate of

Insurance with each and all of the required insurance coverages as specified in the Master Contract (note: Bidder must attach the Insurance Certificate).

OR

BIDDER WILL OBTAIN REQUIRED INSURANCE. Bidder does not have a current, valid

Certificate of Insurance with each and all of the required insurance coverages as specified in the Master Contract but, if designated as the Apparent Successful Bidder, Bidder will provide such a Certificate of Insurance, without exception of any kind, to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

BIDDER DOES NOT HAVE REQUIRED INSURANCE. As detailed on the attached explanation

(Bidder to provide), Bidder does not have a current, valid Certificate of Insurance

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 3

with each and all of the required insurance coverages as specified in the Master Contract and, if designated as the Apparent Successful Bidder would not be able to provide such a Certificate of Insurance to Enterprise Services within twenty-four (24) hours of such designation.

9. DEBARMENT. Bidder certifies as follows (must check one):

NO DEBARMENT. Bidder and/or its principals are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from contracting with any federal, state, or local governmental entity.

OR

DEBARRED. As detailed on the attached explanation (Bidder to provide), Bidder and/or its principals presently are debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from contracting with a federal, state, or local governmental entity.

10. CRIMINAL OFFENSE. Bidder certifies as follows (must check one):

NO CRIMINAL OFFENSE. Bidder has not, within the three (3) year period preceding the date of this Competitive Solicitation, been convicted or had a civil judgment rendered against Bidder for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a governmental contract;

violation of any federal or state antitrust statute; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property. Bidder further certifies that it is not presently indicted or otherwise criminally or civilly charged by a governmental entity with commission of any of the offenses enumerated in this paragraph.

OR

CRIMINAL OFFENSE. As detailed on the attached explanation (Bidder to provide), within the three (3) year period preceding the date of this Competitive Solicitation, Bidder has been convicted or had a civil judgment rendered against Bidder for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a governmental contract; violation of any federal or state antitrust statute; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property.

11. WAGE THEFT PREVENTION. Bidder certifies as follows (must check one):

NO WAGE VIOLATIONS. Bidder has NOT been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, any provision of RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the above-referenced Competitive Solicitation date.

OR

VIOLATIONS OF WAGE LAWS. Bidder has been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, a provision of RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082 http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082 http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 4

above-referenced Competitive Solicitation date.

12. PAY EQUALITY. Bidder certifies as follows (must check one):

PAY EQUALITY FOR SIMILARLY EMPLOYED WORKERS. Bidder’s similarly employed individuals are compensated as equals. For purposes of this provision, employees are similarly employed if the individuals work for the same employer, the performance of the job requires comparable skill, effort, and responsibility, and the jobs are performed under similar working conditions. Job titles alone are not determinative of whether employees are similarly employed. Bidder may allow differentials in compensation for its workers based in good faith on any of the following: a seniority system; a merit system; a system that measures earnings by quantity or quality of production;

a bona fide job-related factor or factors; or a bona fide regional difference in compensation levels. A bona fide job-related factor or factors may include, but not be limited to, education, training, or experience that is: consistent with business necessity; not based on or derived from a gender-based differential; and accounts for the entire differential. A bona fide regional difference in compensation level must be consistent with business necessity; not based on or derived from a gender-based differential; and account for the entire differential.

OR

NO PAY EQUALITY FOR SIMILARLY EMPLOYED WORKERS. Bidder’s similarly employed individuals are NOT compensated as equals.

13. WORKERS’ RIGHTS (EXECUTIVE ORDER 18-03). Bidder certifies as follows (must check one):

NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

FOR EMPLOYEES. Bidder does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

EMPLOYEES. Bidder requires its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

14. TERMINATION FOR DEFAULT OR CAUSE. Bidder certifies as follows (must check one):

NO TERMINATION FOR DEFAULT OR CAUSE. Bidder has not, within the three (3) year period preceding the date of this Competitive Solicitation, had one (1) or more federal, state, or local governmental contracts terminated for cause or default.

OR

TERMINATION FOR DEFAULT OR CAUSE. As detailed on the attached explanation (Bidder to provide), within the three (3) year period preceding the date of this Competitive Solicitation, Bidder has had one (1) or more federal, state, or local governmental contracts terminated for cause or default.

15. TAXES. Bidder certifies as follows (must check one):

TAXES PAID. Except as validly contested, Bidder is not delinquent and has paid or has arranged for payment of all taxes due to the State of Washington and has filed all required returns and reports as applicable.

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 5

OR

DELINQUENT TAXES. As detailed on the attached explanation (Bidder to provide), Bidder has not paid or arranged for payment of all taxes due to the State of Washington and/or has not timely filed all required returns and reports as applicable.

16. LAWFUL REGISTRATION. Bidder, if conducting business other than as a sole proprietorship (e.g., Bidder is a corporation, limited liability company, partnership) certifies as follows (must check one):

CURRENT LAWFUL REGISTRATION. Bidder is in good standing in the State of Washington and the jurisdiction where Bidder is organized, including having timely filed all required annual reports.

OR

DELINQUENT REGISTRATION. As detailed on the attached explanation (Bidder to provide), Bidder currently is not in good standing in the State of Washington and/or the jurisdiction where Bidder is organized.

17. SUBCONTRACTORS. Bidder certifies as follows (must check one):

NO SUBCONTRACTORS. If awarded a Master Contract, Bidder will not utilize subcontractors to provide the goods and/or services subject to this Competitive Solicitation.

OR

SUBCONTRACTORS. As detailed on the attached explanation (Bidder to provide), If awarded a Master Contract, Bidder will utilize subcontractors to provide the goods and/or services subject to this Competitive Solicitation. In such event, Bidder certifies that, as to the State, Bidder shall retain responsibility for its subcontractors, including, without limitation, liability for any subcontractor’s acts or omissions.

Note: Bidder must provide the precise legal name (including state of organization), business address, and federal tax identification number (TIN) for each subcontractor.

Note: If the TIN is a SSN, provide only the last four (4) digits.

18. WASHINGTON SMALL BUSINESS. Bidder certifies as follows (must check one):

WASHINGTON SMALL BUSINESS. Bidder is a Washington Small Business as defined in

RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet two

(3) requirements:

1. Bidder’s principal office/place of business must be located in and identified as being in the State of Washington. A principal office or principal place of business is a firm’s headquarters where business decisions are made and the location for the firm’s books and records as well as the firm’s senior management personnel.

2. Bidder must be owned and operated independently from all other businesses and have either: (a) fifty (50) or fewer employees; or (b) gross revenue of less than seven million dollars ($7,000,000) annually as reported on its federal income tax return or its return filed with the Washington State Department of Revenue over the previous three consecutive years).

3. Bidder must have certified its small business status in WEBS.

OR

http://www.des.wa.gov/services/ContractingPurchasing/Business/Pages/WEBSRegistration.aspx

EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 6

NOT WASHINGTON SMALL BUSINESS. Bidder is not a Washington Small Business as defined in RCW 39.26.010.

19. VETERAN-OWNED BUSINESS. Bidder certifies as follows (must check one):

VETERAN-OWNED BUSINESS. Bidder is a certified Veteran-Owned business under

RCW 43.60A.190 and is identified as such on WEBS (which is confirmed by the Washington Department of Veterans’ Affairs).

OR

NOT VETERAN-OWNED BUSINESS. Bidder is not a certified Veteran-Owned business under

RCW 43.60A.190.

20. REFERENCES. Bidder certifies that the references provided to Enterprise Services have worked with Bidder and that such individuals and firms have full permission, without any additional requirement or release, to provide such references and information to Enterprise Services. Bidder hereby authorizes Enterprise Services (or its agent) to contact Bidder’s references and others who may have pertinent information regarding Bidder’s prior experience and ability to perform the Master Contract, if awarded. Bidder hereby authorizes such individuals and firms to provide such references and release to Enterprise Services information pertaining to the same.

Bidder further certifies that it shall provide immediate written notice to Enterprise Services if, at any time prior to a contract award, Bidder learns that any of its certifications set forth herein were erroneous when submitted or has become erroneous by reason of changed circumstances.

I hereby certify, under penalty of perjury under the laws of the State of Washington, that the certifications herein are true and correct and that I am duly authorized to make these certifications on behalf of the Bidder listed herein.

BIDDER NAME: APPLIED TECHNICAL SYSTEMS, INC

Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By:

Signature of Bidder’s authorized person

Title: Chief Operating Officer Title of person signing certificate

Date: January 19, 2021

Jonathan Guidry Print Name of person making certifications for Bidder

Place: Silverdale, WA Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

DESContractsTeamCedar@des.wa.gov mailto:DESContractsTeamCedar@des.wa.gov

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 1

EXHIBIT A-2 – BIDDER’S PROFILE

Competitive Solicitation No.: 01620 – Business Consulting Services

Bidder: Applied Technical Systems, Inc.

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Applied Technical Systems, Inc.

Business Name 9307 Bayshore Dr NW Suite 301 Address Silverdale, WA 98383-9161 City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

600-357-234

Federal Tax ID No. (TIN):

Note: If your TIN is a Social Security number, provide only the last four digits.

91-1098556

Is your firm certified as a minority or woman owned business with the Washington State Office of Minority & Women’s Business Enterprises

(OMWBE)?

Yes No If yes, provide MWBE certification no.

Is your firm a self-certified Washington State small business?

Note: See definitions of ‘microbusiness,’ ‘minibusiness,’ and ‘small business,” set forth in

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

Is your firm certified as Veteran Owned with the Washington State Department of Veteran Affairs?

Yes No If yes, provide WSDVA certification no.

0CDE45BF.

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 2

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Felicia Hudlow Email: felicia.hudlow@atsid.com Phone: 360.989.3370

Contract Administrator Name: Erica Krueger Email: erica.krueger@atsid.com Phone: 360.989.3349

Sales Reporting Representative Name: Felicia Hudlow Email: felicia.hudlow@atsid.com Phone: 360.989.3370

Sales Reporting Alternate Name: Erica Krueger Email: erica.krueger@atsid.com Phone: 360.989.3349

Management Fee Representative Name: Felicia Hudlow Email: felicia.hudlow@atsid.com Phone: 360.989.3370

Management Fee Contact Alternate Name: Erica Krueger Email: erica.krueger@atsid.com Phone: 360.989.3349

Address for Enterprise Services to send management fee invoices:

Company name: Applied Technical Systems, Inc Attn: Felicia Hudlow Address: 9307 Bayshore Drive NW Suite 301 City/State/Zip: Silverdale, WA 98383

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Jon Guidry 337-280-5447 jon.guidry@atsid.com All

Michele Myers 571-285-2282 michele.myers@atsid.c om

All

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 3

REFERENCES

Provide a minimum of two (2) commercial or government references for which bidder has delivered goods and/or services similar in scope as described in the Competitive Solicitation. Additional references may be required if Bidder intends to submit a bid for more than one category. See instructions in Exhibit C-1 – Bid Evaluation Criteria, Item No. 2 Experience.

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 4

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Ilmor Engineering, Inc.

Paul W. Ray, President 734.604.1051 paulray@ilmor.com

Please note that our teaming partner TEKsystems performed work for this reference as a subcontractor and requests the ability to coordinate the introduction between DES and this reference.

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

X-Ray Industries Diane Dardzinksi, Human Resources Director 248.244.1527 diane.dardzinski@xrayindustries.com

Please note that our teaming partner TEKsystems performed work for this reference.

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

United States Patent and Trademark Office Carol Stout, Deputy Director Office of Financial Management Systems 571.265.1199 carol.stout@uspto.gov

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Boewe Consulting, LLC Todd Boewe, Chief Executive Officer 360.710.5301 toddb@boeweconsulting.com

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Naval Surface Warfare Center Crane Nancy Stuffle, Contracting Officer 812.854.1178 nancy.stuffle@navy.mil

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Boewe Consulting, LLC Todd Boewe, Chief Executive Officer 360.710.5301 toddb@boeweconsulting.com

PURCHASE CARDS (I.E., CREDIT CARDS)

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 5

Please indicate which types of purchasing (credit) cards are accepted (note: any card fees must be included in the unit price of the bid):

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

EXHIBIT A-3 – RESPONSIBLE BIDDER (COMPETENCIES) - 01620 PAGE 1

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder, through the duly authorized undersigned, makes this certification as a required element of submitting a responsive bid. Bidder certifies, to the best of its knowledge and belief that the following are true, complete, correct, and made in good faith:

Diversity, Equity, and Inclusion (DEI) is important to Washington State must be present in the fabric of the work we do in all areas. For professional services, where outside entities are coming into and directing the work of our civil servants, it is essential that they align with these values. As a requirement for responsibility, your firm must attest to the state’s values and culture. This will become part of any resultant contract and Bidder will be required to meet or exceed the commitments listed herein.

ATTESTATION

☒ I and the named leader(s) below have read and understand the Washington State Enterprise Leadership Competencies and the Enterprise DEI Competencies for all employees posted by the DEI Committee of the Office of Financial Management, and titled “Enterprise DEI Competencies – All Employees – A pathway for success [PDF]”. The named leader(s) below have the authority to, and shall ensure, that Bidder, Bidder’s employees, and Bidder’s subcontractors will follow the base expectation for values and culture established by Washington State. As Washington State continues to listen to our state family, this leader will enhance diversity, equity, and inclusion within this organization. I will notify Enterprise Services within 30 days if these named leader(s) need to be changed.

Jon Guidry, Chief Operating Officer_________ _________________________ 1/21/21__________ Name, Title Signature Date

Name, Title Signature Date

Name, Title Signature Date https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb https://ofm.wa.gov/state-human-resources/workforce-diversity-equity-and-inclusion/diversity-equity-and-inclusion-resources/dei-committee-documents https://ofm.wa.gov/state-human-resources/workforce-diversity-equity-and-inclusion/diversity-equity-and-inclusion-resources/dei-committee-documents

EXHIBIT A-3 – RESPONSIBLE BIDDER (COMPETENCIES) - 01620 PAGE 2

CERTIFICATION

Bidder further certifies that it shall provide immediate written notice to Enterprise Services if, at any time prior to a contract award, Bidder learns that any of its certifications set forth herein were erroneous when submitted or has become erroneous by reason of changed circumstances.

I hereby certify, under penalty of perjury under the laws of the State of Washington, that the certifications herein are true and correct and that I am duly authorized to make these certifications on behalf of the Bidder listed herein.

BIDDER NAME: APPLIED TECHNICAL SYSTEMS, INC.__________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By:

Signature of Bidder’s authorized person

Title: Chief Operating Officer___________ Title of person signing certificate

Date: 1/21/21_______________________

Jon Guidry __________________________ Print Name of person making certifications for Bidder

Place: Silverdale, WA_________________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Applied Technical Systems, Inc.

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES

Categories that your company is bidding on (Mandatory, Not Scored)

Check the box(s) next to each category that your company is bidding on:

Organizational Development Change Management Management and Business Analysis

Bidder’s Organization (4 pages maximum) (150 points)

Washington State Department of Enterprise Services (DES) seeks responsive and responsible partners who can provide skilled organizational development, change management, and management and business analysis talent to support your agency. DES requires a partner who can deliver qualified staff, and then manage and retain that talent to provide continuity for the duration of each project. To effectively meet your needs and exceed your expectations, our team, led by our experienced Program Manager (PM), will deliver highly skilled staff with experience implementing efficient processes that will allow us to manage cost, performance, and schedule with responsiveness and scalability.

We were founded in 1980 by a U.S. Navy veteran, who throughout his career has been directly responsible for the design, development, and implementation of numerous highly innovative and effective business processes for major federal customers. This was the start of our emergence as a leader in creating innovative solutions for a variety of federal, state, and commercial customers.

Today, we continue to deliver user-focused services and solutions. In the last 40 years, we have remained a trustworthy resource for our clients. By using iterative methodologies, we quickly deliver useful solutions and actionable insights, and then work to continuously improve them. With each day, we continue to raise our standards.

We are also supported by a subcontractor partner not only possessing extensive experience in Washington State, but also throughout the U.S. Their 37-year experience providing strong talent to government agencies like DES—combined with a just-in-time sourcing strategy that aligns you with professionals whose qualifications and working styles are best suited to the requirements outlined within Exhibit B—ensure that you will receive the quality of service necessary to meet your goals under this competitive solicitation.

We offer DES master contract customers unmatched technical capability, complemented by an understanding of your environment built through decades of collective experience. In the sections that follow, we describe our abilities in executing all requirements, underscored by our team’s significant strengths, including our:

• Broad technical expertise that delivers comprehensive support. We bring industry experts who maintain a local presence and have significant experience with DES customers and/or relevant stakeholders. We have organized our team with agreements designed to maximize the team’s full resources and deliver the best athletes to DES customers. Our combination of technical and industry alignment when assembling our team ensures we understand the needs and challenges specific to state agencies like DES for the categories outlined under this competitive solicitation.

• Local offices, years of investing in Washington, and nationwide reach that deliver a uniquely effective recruiting and retention approach to deliver quality staff in the region. When necessary, we can also tap into a nationwide talent network to source talent with the qualifications necessary to successfully achieve DES’ objectives. We staff the right people with the right skills and invest in their personal and professional development to maximize staffing continuity and minimize disruptions from staff changeouts.

• Scalable and efficient management approach that prioritizes transparency and efficiency.

We use proven Project Management Body of Knowledge (PMBOK)-based processes to achieve high performance standards, execute a predictable schedule, and manage cost effectively and accurately with frequent reporting.

Our International Organization for Standardization (ISO) 9001:2015 and Capability Maturity Model Integration (CMMI) Level III accreditations prove that we have created standards to meet DES customer needs within statutory and regulatory requirements related to a product or service. We hold a Secret Facility Clearance with Secret Safeguarding. As seen in Figure 1, our team offers recent experience and capabilities across all Performance Requirements.

Project

1 2 3 4 5 6 7 Performance Requirements: Organizational Development Executive Coaching - - - - - ● ● Team Development Coaching - - - - - ● ● Coaching Workshops - - - - - ● ● Performance Requirements: Change Management Strategic Planning ● ● ● - - ● ● Process Improvement ● ● ● ● ● ● ● Performance Requirements: Management and Business Analysis Assist Management ● ● ● ● ● ● ● Impact Agency Policy ● ● ● - ● ● ● Program Development ● ● ● ● ● ● ● Stakeholder Analysis ● ● ● ● ● ● ● Maintain Requirements ● ● ● ● ● ● ● Change Management ● ● ● ● ● ● ● Meeting Objectives/Goals ● ● ● ● ● ● ● Performance Requirements: General Practices Root Cause Analysis ● ● ● ● ● ● ● Data Driven Decisions ● ● ● ● ● ● ● Objectivity and Integrity ● ● ● ● ● ● ● Safe Learning Environment ● ● ● ● ● ● ● Empower the Organization ● ● ● ● ● ● ● Psychological Safety ● ● ● ● ● ● ● Diversity, Equity, and Inclusion ● ● ● ● ● ● ●

“You have been described as getting it done”, “paving the way”, “doing it in action”, “collaboration in action.” …. I see these approaches as new in the Federal Government arena and your efforts continue to LEAD the rest of the agency in these areas…. It is difficult to quantify how much I appreciate your dedication and perseverance. The industriousness, conscientiousness, and diligence that you’ve displayed throughout this Project are truly commendable.”

Chief Financial Officer, Federal Government Customer

Inclusive policies/metrics ● ● ● ● ● Figure 1: We bring significant proven performance for a variety of customers across all performance requirements.

Beyond our corporate capabilities, we bring a team of professionals that are talented, driven, dedicated, innovative, and ambitious. As seen in the details provided in Figure 2, we bring the expertise and talent to help DES activate ideas and develop solutions. We listen carefully to understand the DES culture and partner with you to tackle DES customer business challenges. Our solutions are crafted to your reality.

We create agility and momentum, and we are specialists in planning, implementation, and real-world application. Whether it is a compelling vision for tomorrow or a hit-the-ground running project, we will work together to advance DES customer transformation.

Consultant A B C D E F G

Key Skills Organizational Development ● ● ● ● ● ● - Executive Coaching ● ● ● ● ● ● ● Team Coaching ● ● ● ● ● ● ● Change Management ● ● ● ● ● ● ● Strategic Planning ● ● ● ● ● ● ● Process Improvement ● ● ● ● ● ● ● Business Analysis ● ● ● ● ● ● ● Project/Program Management ● ● ● ● ● ● ● Quality Management ● ● ● ● ● ● ● Education Bachelor's ● ● ● ● ● ● ● Master's ● ● ● - ● ● ● Relevant Certifications

PMP - ● ● - - ● -

ITIL - ● - - - - -

Scrum Master - ● ● - ● - - Certified Public Accountant - - - ● - - - Lean/Six Sigma - ● - - - - - Years of Experience Military or Government 20 18 - - - 20 - Industry 25 5 19 35 20 6 30

Figure 2: Our staff members bring experience and qualifications to meet all DES customer needs.

We combine our experienced Staffing Team with the resources of our teaming partner to provide DES customers with high-performing cleared professionals throughout this effort. Our approach was proven for eight years supporting a federal government customer and on over 50

Collectively, we reduce DES’s risks by deploying a highly skilled and experienced team, a comprehensive set of services, and operational excellence based on CMMI and ISO quality benchmarks.

tasks orders with another federal government customer all with very diverse staffing requirements.

Additionally, our teaming partner has 37 years’ experience supporting state government agencies like DES, getting its start as a talent provider supporting the public sector. As seen in Figure 3, we have used our staffing approach to effectively staff at 100% with a 99.1% retention rate on recent and relevant projects. Our team’s history supporting similar customers gives us access to networks of personnel with the skills and clearances necessary to excel for DES. We have extensive experience ensuring our candidates meet or exceed our customer’s requirements in a historically competitive recruiting and retention environment. We do this daily on our multiple programs. We incorporate lessons learned to ensure we are sourcing the right candidates.

Project Duration in Years

Average Staffed %

Total # of Staff

# of Staff Turnover

Turnover Retention %

1 7+ 100% 18 1 6% 94% 2 5+ 100% 7 0 0% 100% 3 7 100% 22 0 0% 100% 4 3 100% 30 0 0% 100% 5 2 100% 5 0 0% 100% 6 8.5 100% 15 0 0% 100% 7 5+ 100% 6 0 0% 100%

Average 5.2 100% 14.7 <1 <1% 99.10% Figure 3: Our proven history of successful employee retention provides stability to DES customers.

We understand what makes employees stay and we give them that. Our PMs understand that, though we operate a business, we manage people with personal concerns such as health issues, family, and financial obligations. We understand the holistic needs of the individual, respect and appreciate their contributions, and treat them accordingly. We actively seek to create opportunities for our employees to expand both their technical and interpersonal skills. Our PMs provide the entire team with their personal contact information and encourage employees to reach out to them with anything at any time.

Our approach offers DES technical competence and mission continuity through low staff turnover. Our turnover rate is 3% across our entire company; the national average is 17.8%.

As demonstrated through our above differentiators, highlighted experience, ability to meet all requirements specified within Exhibit B, and a deep understanding of what it takes to deliver the proposed services to DES, we are well-aligned to support you under a master contract awarded through this competitive solicitation. The following sections of our response continue to emphasize how DES will benefit from our extensive experience and strong capabilities for providing quality services that enhance your agency and helps you continue creating and improving a diverse, equitable, respectful, and inclusive workplace.

Experience (4 pages for each category bid) (200 points)

Project 1 / Reference 1 – Organizational Management

From 2017 to 2018, our company worked as a subconsultant under a contract that included providing multiple training programs for the client, a global manufacturer of racing and marine engines with offices in the United States and Europe and an annual revenue of $30 million.

Given the client’s reputation for innovation in developing and providing high-performance products within their market, our goal was to work with them to help ensure that their over 150 employees were equipped to answer the challenges associated with continuing the successful tradition of innovation and performance associated with their brand. The scope included a variety of training and coaching methods—including custom content—designed to address key topics and areas necessary for strong leadership and teamwork within the organization.

Actions taken included training provided to the client’s staff combined group sessions and one-on-one coaching. Training classes provided to the client’s employees included but were not limited to:

• Building High Performing Teams

• Essential Skills for Leaders (Levels I & II)

• Coaching Skills for Leaders

• Communication

• Emotional Intelligence and Business Simulations

One-on-one coaching and training sessions were provided for several of the client’s senior staff members.

Additionally, the client went beyond only following the initial training courses we offered to them—we also worked with them to develop training tailored to their organizational needs and challenges.

Results: The client was highly pleased with our services and our consultant trainer’s ability to work with the client to develop and implement effective training programs. In feedback questionnaires asking the client to rate our performance on a scale of 1 to 5 across multiple categories (5 equaling an “outstanding” rating), we were consistently given a rating of 5. Rating categories included:

• Our ability to meet the client’s expectations.

• Staff knowledge and expertise.

• How easy the client found it working with us.

• Our ability to complete work on time and on budget.

• Whether the client would consider working with us again.

Our consultant’s knowledge, skills, and personable nature when training exceeded the client’s expectations, as did our ability to quickly and peacefully resolve any issues that arose during the engagement. In fact, the client was so impressed with the consultant we placed to provide the course training that following project completion, they have sought additional opportunities to partner with us.

Project 2 / Reference 2 – Organizational Management

From 2015 to 2019, we performed organizational management and training services for a Midwestern organization of 20 employees who provide a range of professional testing services for the aerospace, industrial, consumer, and energy industries across the East Coast and Central United States.

Our scope for this project primarily consisted of developing a university concept for the client supporting leadership development. However, throughout the project, we needed to do more than just assemble a series of courses and programs pertaining to leadership—our goal was to also ensure the program addressed topics and challenges relevant to leaders in an organization offering highly specialized technical services. As a result, the client’s organizational culture of quality, responsibility, and integrity was a focus, especially when considering how their products and services contribute to their own customers’ product safety, accuracy, and reliability.

These multiple levels of responsibility and accountability that our client faced required more than just employee training through a stock set of classes. Because of this, actions taken for this project not only included the leadership university concept we provided to this client, but also providing additional course-based training to client’s employees on an as-needed basis.

Results: The as-needed training combined with the leadership university concept helped to provide integrated coaching for teams, leading to short-term wins and self-sufficiency in building strong leadership and teamwork efforts within the client’s organization. It also provided a foundation and framework they could use to continue making incremental improvements, extending the educational value beyond the immediate period where our consultant trainer worked directly with the client.

This client was highly pleased with our services and the results; in feedback questionnaires asking them to rate our performance on a scale of 1 to 5 across multiple categories (5 equaling an “outstanding” rating), we were consistently given a rating of 5. Rating categories included:

• Our ability to meet the client’s expectations.

• Staff knowledge and expertise.

• How easy the client found it working with us.

• Our ability to complete work on time and on budget.

• Whether the client would consider working with us again.

Project 1 / Reference 1 – Change Management

Our company worked on a large project to retire an antiquated accounting system for a federal government customer with over 12,000 employees. This project required our customer’s organization to completely change the way it collected and processed fees. The legacy system was over 20 years old and, while outdated, was familiar to both internal and external users. As a result, our team faced various levels of pushback throughout the redesign process.

Spanning seven years (2012-2019), the scope of our effort was to develop and implement the strategies and tools to accomplish the goal of completely retiring the legacy system and creating a modernized, secure system that our client could use to process fees and payments. Despite the challenges, our results were that we addressed our customer’s concerns and delivered a system that was able to:

• Process various payments and refunds.

• Work with existing internal and external systems.

• Create a new user tool that adhered to design standards and compliance guidelines for the disabled.

• Achieve over 99.9% availability.

• Make the system Cloud-ready.

DES benefits from this by having a team experienced in supporting a large organization through significant transformational change.

The following paragraphs detail our actions taken to achieve our client’s goals.

Strategic Planning: Our PM, senior engineer, and the customer’s senior leadership jointly planed the program’s vision, release plans and sprints. Once the vision and the major features were assigned to the release plans, this group continued to meet to plan the next major release. This enabled the team to identify risks and impacts and make the necessary adjustments to maintain the teams’ pace of production. Our PM oversaw the overall program, addressing areas of challenge as needed. The senior engineer oversaw the technological aspects of implementation.

Communications Plan: After plans/schedules had been put in place, we executed each project component by identifying the right mix of people and skills, empowering leadership to make timely decisions, and keeping open and clear communication within the team and the stakeholders to deliver results. We maintained a close working relationship with our customer’s stakeholders.

Informal meetings enabled our team to quickly identify and resolve potential issues before occurrence and developed trust between all parties. Our PM conducted formal Program Management Reviews (PMR) and Technical Interchange Meetings (TIM) with our customer at regular intervals. To facilitate meetings, our team prepared meeting agendas, presentation materials, and meeting minutes to

Capabilities in Action: I naturally think in terms of business value to our external customers and our internal customers. It is wonderful how the team is questioning stale and inefficient practices and replacing them with modern eCommerce concepts. Because of you this project is a total rethinking of how we do business.

- Chief Financial Officer, Federal Government Customer maintain a summary of meeting action items. In addition to establishing close working relationships, these meetings assisted our team in quickly summarizing status, coordinating actions requiring Client support, providing management assessment data, resolving program-related issues, and mitigating program risks.

Process Improvement: Throughout the duration of the project, our PM monitored work quality and associated deliverables, reviewed performance metrics, and sought feedback from the Client to ensure our final product met customer expectations, making changes as needed. When changes were required, the PM investigated any variance from the plan to identify the root cause and initiated/monitored/evaluated corrective actions with full knowledge and buy-in from the team and stakeholders. We addressed concerns and removed roadblocks by ensuring that stakeholders were reminded of the need for the change and its associated benefits (i.e., a more secure system to process credit cards, the ability to process refunds and payments more efficiently, improved tools to allow employees to work faster, the ability to create reports, etc.).

The legacy system was completely retired and replaced by a modernized, secure system that the Client could use to process fees and payments. Additional goals of the redesign were to make the payment process more efficient, reduce processing time, support telework and remote collaboration, and produce high quality decisions – all in a faster and more cost-effective way. Our solution reduced paperwork processing time by 68%. Because the system was Cloud-ready, telework and remote collaboration were supported. This was confirmed before product delivery, but further confirmed during the COVID-19 pandemic when telework became a mandate rather than an optional benefit for the organization’s 12,000+ employees.

Project 2 / Reference 2 - Change Management

Since 2014, our company has worked on a project to develop and support improvements to critical research and analytic processes and tools for one of the world’s largest research-based biopharmaceutical companies with over 10,000 users in 38 countries. The scope of our effort is to develop and implement the strategies and tools to accomplish the goal of creating a platform and associated processes for researchers to share and collaborate on research, tools, and analysis without installing tools or software locally. To date we have achieved the following results:

• Re-engineered dozens of critical business processes.

• Worked with our client to implement a centralized operations system to…