BERKConsultingBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: _BERK Consulting, Inc. ________________ Type/print full legal name of Bidder

Bidder’s Address: __2200 Sixth Avenue #1000 Seattle, WA 98121________ 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 competition any consultation, communication, or agreement with any other bidder or competitor

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

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 with each and all of the required insurance coverages as specified in the Master

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

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 above-referenced Competitive Solicitation date.

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

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.

OR

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

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 the following three (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

NOT WASHINGTON SMALL BUSINESS. Bidder is not a Washington Small Business as defined http://www.des.wa.gov/services/ContractingPurchasing/Business/Pages/WEBSRegistration.aspx

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

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: ____BERK CONSULTING INC. ____________________________

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

By: _____ ____ Signature of Bidder’s authorized person

Title: ___Principal________________ Title of person signing certificate

Date: __January 12, 2021___________

_____ Brian Murphy ______________ Print Name of person making certifications for Bidder

Place: ___Seattle, 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: BERK Consulting, Inc.

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

_BERK Consulting, Inc. ________ Business Name _2200 Sixth Avenue #1000______ Address _Seattle, WA 98121___________ City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

__ 601-219-609 ____

Federal Tax ID No. (TIN):

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

__ 91-1467862 ____

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.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Brian Murphy Email: brian@berkconsulting.com Phone: 206-324-8760

Contract Administrator Name: Itala Souza Email: italas@berkconsulting.com Phone: 206-324-8760

Sales Reporting Representative Name: Itala Souza Email: italas@berkconsulting.com Phone: 206-324-8760

Sales Reporting Alternate Name: Trish Raysor Email : trish@berkconsulting.com Phone: 206-324-8760

Management Fee Representative Name: Itala Souza Email: italas@berkconsulting.com Phone: 206-324-8760

Management Fee Contact Alternate Name: Trish Raysor Email : trish@berkconsulting.com Phone: 206-324-8760

Address for Enterprise Services to send management fee invoices:

Company name: BERK Consulting.com Attn: Billing (billng@berkconsulting.com) Address: 2200 Sixth Avenue #1000 City/State/Zip: Seattle, WA 98121

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Michele Eakins-TeSelle 206-324-8760 michele@berkconsulting.com Marketing

Brian Murphy 206-324-8760 brian@berkconsulting.com Principal overseeing Change Management and Management and Business Analysis mailto:michele@berkconsulting.com mailto:brian@berkconsulting.com

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.

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Skagit PUD 1 George Sidhu, General Manager

(360) 848-4436 Sidhu@skagitpud.org

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Puget Sound Educational Services District Denise Altheimer, Executive Director of Human Resources and Organizational Development Department 425-917-7611 daltheimer@psesd.org

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Department of Health Marie Flake, Systems Transformation Lead

(360) 236-4063 marie.flake@doh.wa.gov

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Seattle Parks and Recreation Justin Hellier, Strategic Advisor

(206) 684-4075 justin.hellier@seattle.gov

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

PURCHASE CARDS (I.E., CREDIT CARDS)

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: N/A

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.

_Brian Murphy, Principal______________ ____ _____________________ ___1/12/2021__ Name, Title Signature Date

_Allegra Calder, Principal______________ ______ ___________________ ___1/12/2021___ Name, Title Signature Date

_Lisa Grueter, Principal______________ ______ ___________________ ___1/12/2021___ 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: ___BERK CONSULTING, INC.______________________

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

By: _ _____________________________ Signature of Bidder’s authorized person

Title: __Principal_____________ Title of person signing certificate

Date: _January 12, 2021_________________

_Brian Murphy________________ Print Name of person making certifications for Bidder

Place: ___Seattle, WA_________________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: BERK Consulting, Inc.

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 1

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

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

Bidder’s Organization About Us We are an interdisciplinary consultancy integrating strategy, planning, and policy development; financial and economic analysis; and facilitation, design, and communications. Founded in 1988, our passion is working in the public interest, helping public and nonprofit agencies address complex challenges and position themselves for success.

Our Mission is: Helping Communities and Organizations Create Their Best Futures. We do this by:

• Integrating the art of effective decision-making with the science of rigorous quantitative and qualitative analysis;

• Bringing people, ideas, and analysis together to generate understanding and consensus on the best strategies and decisions; and

• Bridging across disciplines to synthesize diverse information and facilitate relationships.

We are a self-certified small business in WEBS and a federal Small Business Entity. We are a primarily women-owned business with more than 50% of our staff identifying as female.

Values. Our stated organizational Values are: Curiosity, Collaboration, Agility, and Equity. We encourage and push our staff to embody all of these Values. We socialize our Values frequently and our principal team refers to them in decision making, internal initiatives, and talking about firm culture. We actively use our Values as decision making criteria in making go/no-go decisions about the projects we take on and in hiring. We conduct annual performance evaluations of all staff, which includes an assessment of how individuals uphold and act upon our shared Values.

A hallmark of our approach is our ability to communicate complex information to a wide range of audiences, using words, numbers, pictures, and maps to convey information in accessible, understandable formats. We believe that when participants truly understand the issues and options before them, they are able to make good decisions, and then communicate and explain those decisions to the broader community.

Firm Stability. Our founder started the firm at her kitchen table in 1988. Since that founding more than 30 years ago, we have expanded the business adding clients and staff. We successfully navigated an ownership transition in 2013 when our founder retired. We have never had a contract cancelled, closed or shut down for an extended period of time, or had litigation brought against us by any client. Our staff turnover rate is below the industry average and we have dozens of repeat clients. We focus considerable attention on firm management and providing staff professional development and mentorship to attract and retain highly talented staff with diverse career opportunities.

Customer Base. For more than 30 years, we have worked for organizations in Washington state that serve the public good. We have worked for many of Washington’s Tribes, state agencies, state institutions of higher education, counties, cities, regional organizations, nonprofits, and foundations. We have also worked for some local for-profit corporations, as well as a handful of national clients in public health and library planning.

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 3

Firm Capabilities. Our core practice areas are strategy policy, planning, finance, economics, and evaluation. We combine these skills areas with subject matter expertise in a wide range of topics, including emergency management, public health, parks and recreation, libraries, education, and Washington’s fiscal context and Growth Management Act. We further support project delivery with strong data analysis and GIS; community engagement; and facilitation.

Staff Capabilities. We have a team of 26 staff, 20 of whom are exempt project staff, committed to working as an integrated team of analysts, planners, and facilitators. Many of our staff are capable of wearing multiple hats and are planners as well as policy experts or financial analysis and strong facilitators. This means our clients get great value out of our team but also that we can flex and support each other on multiple projects.

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 4

Experience

Project 1 / Reference 1 – Change Management

Skagit County PUD 1 Strategic Plan (2018)

• Size of Organization: 100+ employees

• Length of contract: 1 year

Project Goals Our firm supported the development of Skagit County PUD 1’s first strategic plan. The primary goal of the plan was to identify and address significant choices facing the organization. We facilitated a planning process that engaged Board members, leadership, and line staff to achieve alignment at all levels of the organization.

Scope of Work Our team conducted interviews with Board members and other stakeholders including regional partners; conducted an all-staff survey; and prepared a summary Situation Assessment that was presented to a joint session of the Board of Commissioners and Planning Committee. Through four meetings of the Planning Committee, we developed a draft Strategic Plan for presentation to the Board.

We then facilitated development of an Implementation Framework that established a clear structure for ongoing management of implementation tasks, including identification of actionable tactics, resource needs, measures of success, and champions who are accountable for making progress.

Results The final products included an actionable Strategic Plan, with a printed two-page summary and a summary webpage, as well as an Implementation Framework. The package was adopted unanimously by the Board of Commissioners and the PUD is actively using the strategy to communicate its focus to members of the public and align Board and staff efforts. The Implementation Framework continues to be used to guide and track strategic efforts.

https://spark.adobe.com/page/aFa5JFLtMyJma/

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 5

Project 2 / Reference 2 – Change Management

Puget Sound Educational Services District (PSESD) Human Resources and Organizational Development Department Business Process Review (2020)

• Size of Organization: 6 employees

• Length of contract: 4 months

Project Goals The Human Resources and Organizational Development Department (HR/OD) engaged our team to improve its organizational effectiveness and efficiency to more effectively meet PSESD’s primary goal:

success for each child and eliminate the opportunity gap by leading with racial equity.

HR/OD needed to strengthen its systems and practices to enhance its effectiveness, reduce inefficiencies, and lessen organizational strain in all phases of work. The team wanted to strengthen data integrity, enhance and improve the pre and post-employment experience for applicants as well as hiring managers, enhance employee engagement in HR services via automated processes, improve user experience by eliminating unnecessary functions and processes, and strengthen its ability to manage projects as a team.

Scope of Work Our business process review was charged with providing a comprehensive analysis of why HR/OD does its work; what is done to achieve those goals; and how, when, and where it’s accomplished, including consideration of supporting Human Resource Information System platforms and systems. The steps of our work included the following:

• Full Team Meeting 1. Facilitated development of a high-level logic model connecting the department’s activities and outputs to PSESD’s primary goal.

Logic Model Structure

Inputs/Resources/Assets “What do we have?”

Activities/Processes “What do we do?”

Outputs “What do we directly produce?”

Outcomes/Value “What value and long-term objectives do we create?”

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• Talent Acquisition and Recruitment Function Deep Dive Meeting 1. Creation of an “as-is” swim lane process map.

• Talent Acquisition and Recruitment Function Deep Dive Meeting 2. Review of the swim lane map to identify priority opportunities for process improvements and system investments that would increase efficiency or effectiveness. Following this meeting, our team independently developed a series of recommendations to address these priority opportunities.

• Full Team Meeting 2. The full HR/OD team reviewed and approved our recommendations for improvements to the department’s Talent Acquisition and Recruitment efforts.

Results Through the collaborative process mapping exercise, we identified points of churn, bottlenecks, and extraneous steps. We identified five high level recommendations, each with supporting steps, which are being advanced by the Department Director with the support of the PSESD Superintendent:

1. Eliminate Extraneous Steps

2. Consolidate Job Posting and Application Tracking Steps

3. Engage Program Staff in Process

4. Introduce Accountability for Hiring Managers in the Process

5. Identify and Track Key Metrics for Process Improvement

To support effective implementation of these recommendations, we phased short-term and mid- to long-term implementation steps. The last communication from the Department Director stated “The team has implemented a number of changes that they are excited about. We will evaluate the effectiveness of these changes over the next few months.”

1. Prepare Internally 2. Post Job 3. Screen Applicants 4. Interview Applicants 5. Make Offer 6. Prepare for

Orientation

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Project 1 / Reference 1 – Management and Business Analysis

Department of Public Health Foundational Public Health Services (2010 – current)

• Size of Organization: 100+ employees

• Length of contract: 10+ years

Our firm has worked on a project for the Washington State Department of Health for more than a decade. We have worked with the Department of Health (DOH), the State Board of Health, and the Washington State Association of Local Public Health Officials (WSALPHO) on a process to define foundational public health services (FPHS) in Washington state and transform the system to meet current and emerging challenges. FPHS are a subset of public health services that are defined as population-based services and activities that primarily or only government must provide everywhere.

As part of this work, we facilitate monthly meetings of a Steering Committee as they shape policy and make decisions on legislative policies and funding requests. In 2017-2018, we developed, administered, and analyzed the results of an assessment tool completed by the state DOH and SBOH and the local health jurisdictions that estimated their current spending and FTE, level of implementation of FPHS, and costs to fully implement FPHS. As part of this work, we explored various service delivery models and conducted a formative evaluation of three pilot projects funded in the 2017 legislative session. During the 2019 session, HB 1497 concerning FPHS was signed into law. For the work funded in 2020-21, we continue to facilitate the Steering Committee which now includes the American Indian Health Commission. Over the years, we have supported DOH on leadership retreats and are currently supporting Care Coordination conversations among five state agencies.

Below are details on our work on the statewide assessment.

Project Goals In 2016, Washington’s governmental public health system developed a vision to rebuild, modernize, and fund a 21st Century public health system. Given the magnitude of the current challenges and the transformative nature of the vision, transforming Washington’s public health system will be a phased, multi-year effort. To support planning, policy making, and implementation, the FPHS Steering Committee and Technical Workgroup, along with DOH, SBOH, and the Washington State Association of Local Public Health Officials (WSALPHO), worked with our firm to conduct an assessment to:

• Understand current statewide implementation and spending on FPHS.

• Estimate the cost to fully provide FPHS statewide.

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Scope of Work Information for the assessment was collected through two parallel processes, one for local health jurisdictions (LHJ) and one for DOH and SBOH. Tribal nations were not included in this assessment process because they are engaged in their own tribally driven process to define FPHS delivery framework, including their costs and gaps.

This assessment collected information through a standardized assessment tool and all participants received robust technical assistance via individual phone calls, webinars, and email to support high quality responses and valid data. While many of the services are mandated, they are partially implemented or not implemented due to lack of funding. The timeline for the cost estimate work was September 2017 through June 2018. This proved challenging as there are more than 350 activities associated with FPHS and LHJs had to estimate current spending and staffing along with estimated resources needed and level of implementation, including capacity and expertise.

Results A strict timeline and missing data from six LHJs required us to develop estimates using statistical methods and the data collected from the other 29 LHJs. In the end, the quantitative estimates helped develop a defensible order of magnitude in terms of state funding needed and the work continues to be used in the development of annual legislative budget requests. The assessment estimated additional funds needed from state government for full implementation is approximately $225 million annually in 2018 dollars. During the 2019 session, HB 1497 concerning FPHS was signed into law. There are currently two proposals from the Governor’s office related to the public health system, one of which would use a new covered lives tax to move towards fully funding FPHS.

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Project 2 / Reference 2 – Management and Business Analysis

Seattle Legislative Department Seattle Parks & Recreation - Recreation Division Performance Evaluation (2017-18)

• Size of Organization: 100+ employees

• Length of contract: 16 months

Project Goals Our firm was engaged by the Seattle City Council to conduct a program evaluation of Seattle Parks and Recreation’s Recreation Division.

Scope of Work We developed an Evaluative Framework that focused our analysis on tensions and tradeoffs among Usage and Access; Resource Efficiency;

and Program Quality and Impact.

Within this structure, we deployed staff and stakeholder interviews, best practice research, and analysis of financial and program data to describe current practices and identify opportunities for improvement in recreation programming, facility use, and performance management.

A key part of our analysis included evaluating program availability and cost from an equity perspective by comparing usage levels across the city’s neighborhoods.

Throughout the process, our work was guided by the input of a core project team comprised of Council staff, members of the City’s Budget Office and Office of Policy and Innovation, and a few key individuals from the Recreation Division.

Results Our final report and presentation to City Council focused on 12 recommendations that are being implemented to improve recreation programming for Seattle residents. Each recommendation was accompanied by annotations of anticipated benefits, resource needs, and implementation steps to make them as actionable as possible.

A significant portion of the work was designed to inform current and future Council Members about the role and functioning of the Recreation Division. A few sample graphics are included on the following page.

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Quality Assurance Over the firm’s history, we have refined streamlined project management processes that enable us to deliver projects on schedule and budget, and at the highest quality levels. We have invested in our staff and internal management systems to plan, execute, and complete complex projects within very constrained schedules.

Quality assurance systems and internal review processes are in place for the duration of a project, from project design and scoping to completion of the final product. A detailed project Work Plan, including project scope, schedule, timelines, and analyst responsibilities, is established at the outset of each project. The project team holds a kickoff meeting to align team expectations, both regarding project content and the timeline according to which various components will be completed. Throughout the course of the project, the team meets regularly to share information, adjust task sequencing as needed, discuss key project challenges, and conduct peer review of work-in-progress. Other quality assurance systems and internal controls we employ include:

• A robust tracking system to monitor project budget and scope. Our Business Manager oversees budgets on a firmwide level, with project managers responsible for on-time and on-budget completion of individual projects. Time for project tasks is tracked daily, using time-tracking software that integrates with our accounting system and can deliver real-time progress and budget reports. A project manager may receive an up-to-date report of hours spent and budget remaining at any time. Monthly invoices detail hours spent by staff member and by task, and provide summaries by task by billing period, year-to-date summaries, and project balance summaries.

• We meet weekly to review key project milestones. Firm project managers discuss project percent complete, budget status, staffing needs and availability, and upcoming key deliverables by project on a weekly basis. If necessary, principals work with project manager to adjust staff workloads to optimize use of available resources.

• Emphasis on internal peer review of work products. We take great pride in our products and review them extensively before submitting them for client review. Project milestones are established to allow for review of draft documents before they are submitted to the client, and each piece of work — including data collection and management, draft analysis, final analysis, and all documentation — undergoes rigorous internal peer review. Before the final product leaves our office, a final round of review is conducted, to ensure that the writing, formatting, and report layout are all of the highest quality. This review is conducted by staff members not otherwise participating in the project in order to bring an outside perspective to the review.

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Key Staff Qualifications Our project staff are highly experienced, qualified, and educated individuals with a background in business management and public policy. The core competencies of our firm – strategy, policy, planning, finance, and evaluation – are represented in the education and work experience of our skilled team and we encourage our staff to continue learning as they grow in their careers.

We have staff with the following certifications:

• Undergraduate degrees (all staff)

• Master’s degrees (more than 50% of staff, including one M.B.A.)

• Doctorate degrees (2 staff)

• Professional Management Professional

• Geospatial Information Systems Professional

• Registered Land Use Planner

• Leadership Tomorrow graduates

• More than 15 years of experience in their fields

• Experience working in public sector (including for Washington State agencies)

We have included biographical information for key staff people. If awarded the contract, proof of education will be provided in advance of contract authorization.

Principal – Strategic Planner, Policy Analyst, and Program Evaluator (19 years with our firm). His expertise includes strategic and business planning, facilitation, and management consulting. His practice includes strategic planning for organizations and communities and program evaluation. He has worked with local governments, regional organizations, state agencies, and private industry on a wide range of projects over his more than 19 years of work at our firm.

He joined the firm in 2002 and is a skilled manager of complex analytic and planning projects with many moving pieces and nuanced policy choices. He received a B.A with Honors from UC Santa Cruz and an M.B.A from the University of Washington, where he led the school’s Net Impact chapter. He is a 2003 graduate of Leadership Tomorrow.

Principal – Policy Analyst and Facilitator (13 years with our firm). She has a background in community development, housing, and land use policy. She brings more than two decades of experience in policy and program development, strategic planning, and communications. A skilled facilitator, she enjoys working with committees to develop recommendations on complex questions. She is currently working as the lead facilitator on several large, statewide projects.

Prior to joining our firm, she worked at the Joint Center for Housing Studies of Harvard University and the Lincoln Institute of Land Policy. She received her B.A. with distinction from McGill University and her M.A. in Urban Design from Oxford Brookes University. She is on the Board of the Seattle Parks Foundation, the Policy Committee of the Downtown Seattle Association, and a member of King County’s Parks Levy Oversight Board. She is a 2011 graduate of Leadership Tomorrow.

Associate Principal – Program and Process Evaluator (7 years with our firm). She has a background in policy research and analysis, strategic evaluation and management consulting. Whatever the policy

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 13 issue, navigating the intersection of data and analysis with people-powered decision-making is what she enjoys most about her job. She recently completed work for the Puget Sound Educational Service District on a Human Resources and Organizational Development Business Process Review and with the Tacoma Housing Authority on an evaluation of the College Savings Account program for residents of the Salishan community.

Prior to joining our firm, she worked as a Research & Evaluation Specialist at an international rural land rights non-profit in Seattle and as a David L. Boren Graduate Research Fellow in Beijing. She has also worked as a strategic management consultant in the private sector for Fortune 50 companies. She earned her B.A. in Economics with a minor in Statistics from Dartmouth College; and a Master of Public Administration from the University of Washington Evans School. She joined the Board of Child Care Resources in December 2018.

Senior Associate – Program Evaluator (6 years with our firm). He specializes in financial and policy analysis. He focuses on applying statistical methods to real-world policy issues and creating data-driven, actionable solutions. He has led program evaluations for local government organizations including the City of Seattle and Seattle Parks and Recreation.

Prior to joining our firm, he worked as a Performance Auditor at the Washington State Auditor’s Office.

As an auditor, he evaluated the effectiveness and efficiency of a wide range of government policies and programs in Washington State. He has a Master in Public Policy from the University of Chicago and a B.A. in Religion and Minors in both Mathematics and Asian Studies from the University of Puget Sound.

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Qualifications Essay As a firm, we are a collection of highly capable individuals who pool our expertise and adopt a shared approach to tackling difficult policy and management problems for our clients.