CandC - Bid Cat 4.pdf

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 1 (Rev 2023-05-23)

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 20422 – Communications & Marketing Services

Contract Categories and Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☒ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

☐ Category 3 – Photography ☐ Subcategory A - Portrait ☐ Subcategory B – Inside Events ☐ Subcategory C- Outside Events ☐ Subcategory D - Landscapes

☒ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events ☐ Subcategory B- Documentary ☐ Subcategory C - Scripted

Bidder: Colehour + Cohen Inc.

Type/print full legal name of Bidder

Bidder’s Address:

1011 Western Avenue Suite 702

Seattle, WA 98104 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: ☐

* Note: A sole proprietorship is an unincorporated business owned and run by an individual with no distinction between the business and the owner. It is not a legal entity. It simply refers to a person who owns the business and is personally responsible for its debts and who pays personal income taxes on profits earned from the business.

If you are a bidder who operates a business on your own, you automatically are a sole

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 2 proprietor unless you have adopted a business structure (e.g., corporation, LLC, partnership).

State of Formation for Corp./LLC/Partnership :

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)

Doing Business Under Another Name:

Check appropriate box

State whether Bidder has been doing business under another name during the past five years:

☐ Bidder has NOT done business under another name

☒ Bidder HAS done business under another name

If Bidder HAS done business under another name, provide the name(s) and addresses:

Name: C+C

Address: 1011 Western Avenue Suite 702, Seattle, WA 98104

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 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 further 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 Contract.

3. NO COLLUSION, ANTI-COMPETITIVE PRACTICES, OR SHARING BID INFORMATION. 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 further 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 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 further 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 Contract, unless otherwise required by law. Bidder further 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.

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 3

Bidder, however, freely may join with other persons or organizations for the purpose of presenting a joint bid. Whether done directly or indirectly, communicating bid information with other bidders, collusion, or anti-competitive actions among bidders are prohibited. If there is evidence of such communication, collusion, or anti-competitive activities among bidders, Enterprise Services reserves the right to disqualify such bidders.

4. FIRM OFFER. Bidder certifies that its bid pertaining to the above-referenced Competitive Solicitation is a firm offer which cannot be withdrawn for a time 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 time period or until the protest and any related court action is resolved, whichever is later.

5. CONFLICT OF INTEREST. Bidder certifies that, in preparing its 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 Contract and who was assisting in other than the employee’s official, public capacity. Bidder further certifies that no such current or former public employee nor any member of such person’s immediate family have any financial interest in the outcome of Bidder’s 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 Bidder’s 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 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 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 for each and all of the required insurance coverages as specified in the Contract (note: Bidder must attach the Insurance Certificate).

OR

☐ BIDDER WILL OBTAIN REQUIRED INSURANCE. Bidder does not have a current, valid Certificate of Insurance for each and all of the required insurance coverages as specified in the Contract but, if designated as the/an 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 for each and all of the required insurance coverages as specified in the Contract and, if designated as the/an Apparent Successful Bidder would not be able to provide such

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 4 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 nor has ever been debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from contracting with any federal, state, or local governmental entity within the United States.

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 within the United States.

10. CRIMINAL OFFENCE. Bidder (including Bidder’s officers) 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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 5

RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the above-referenced Competitive Solicitation date.

12. CIVIL RIGHTS. Bidder certifies as follows (must check one):

☒ COMPLIANCE WITH CIVIL RIGHTS REQUIREMENTS. Bidder complies with all applicable requirements regarding civil rights. Such requirements prohibit discrimination against individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity, or national origin.

OR

☐ NON-COMPLIANCE WITH CIVIL RIGHTS REQUIREMENTS. Bidder does not comply with all applicable requirements regarding civil rights.

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 WAVERS 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

☐ 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. FINANCIALLY SOLVENT. Bidder certifies as follows (must check one):

☒ FINANCIALLY SOLVENT. Bidder is financially stable and solvent, has adequate cash reserves to meet all financial obligations, has not commenced bankruptcy https://www.governor.wa.gov/sites/default/files/exe_order/18-03%20-%20Workers%20Rights%20%28tmp%29.pdf

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 6 proceedings voluntarily or otherwise, and is not subject to any judgments, liens, or encumbrances of any kind affecting title to any Goods or Services that are the subject of this Competitive Solicitation.

OR

☐ NOT FINANCIALLY SOLVENT. As detailed on the attached explanation (Bidder to provide), Bidder is not financially stable and solvent – i.e., Bidder does not have adequate cash reserves to meet all financial obligations, has commenced bankruptcy proceedings voluntarily or otherwise, or is subject to a judgment, lien, or encumbrance that affects title to the Goods or Services that are the subject of this Competitive Solicitation.

17. LAWFUL REGISTRATION. Bidder, if conducting business other than as a sole proprietorship 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.

NOTE: This certification applies only to bidders that are organized as separate legal entities (e.g., a corporation, partnership, limited liability company). If bidder is a sole proprietor, this certification should not be answered.

18. REGISTRATION WITH WASHINGTON SECRETARY OF STATE. Bidder certifies as follows (must check one):

☒ BIDDER IS REGISTERED WITH WASHINGTON SECRETARY OF STATE. Bidder is registered with the Washington Secretary of State, is in good standing, and has the following Unified Business Identifier (UBI) number: 602 567 132.

OR

☐ BIDDER WILL REGISTER WITH WASHINGTON SECRETARY OF STATE. Bidder is not registered with the Washington Secretary of State but, if designated as the/an Apparent Successful Bidder, Bidder will register with the Washington Secretary of State to obtain a UBI number and provide proof of such registration satisfactory to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

☐ BIDDER IS NOT REGISTERED WITH WASHINGTON SECRETARY OF STATE. Bidder is not registered with the Washington Secretary of State and Bidder declines to register with the Washington Secretary of State. Note: Enterprise Services requires all awarded bidders (including Washington firms and out of state firms) to be registered with the Washington Secretary of State. Bidders who are not registered will not be awarded a Contract.

NOTE This certification applies only to bidders that are organized as separate legal entities (e.g., a corporation, partnership, limited liability company). If bidder is a sole proprietor, this certification should not be answered.

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 7

19. REGISTRATION WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder certifies as follows (must check one):

☒ BIDDER IS REGISTERED WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder is registered with the Washington State Department of Revenue, has a business license to do business in Washington, and has the following Unified Business Identifier (UBI) number: 602 567 132.

OR

☐ BIDDER WILL REGISTER WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder is not registered with the Washington State Department of Revenue but, if designated as the/an Apparent Successful Bidder, Bidder will register with the Washington State Department of Revenue for a business license and provide proof of such registration satisfactory to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

☐ BIDDER IS NOT REGISTERED WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder is not registered with the Washington State Department of Revenue and Bidder declines to register with the Washington State Department of Revenue. Note: Enterprise Services requires all awarded bidders (including Washington firms and out of state firms) to be registered with the Washington State Department of Revenue. Bidders who are not registered will not be awarded a Contract.

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

☐ NO SUBCONTRACTORS. If awarded a 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 Contract, Bidder will utilize subcontractors to provide the goods and/or services subject to this Competitive Solicitation. In such event, Bidder further certifies that, as to the State of Washington, 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, do not provide the SSN.

21. WASHINGTON SMALL BUSINESS. Bidder certifies as follows (must check appropriate boxes):

☐ 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 three (3) requirements:

☐ Location. 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.

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 8

☐ Size. Bidder must be owned and operated independently from all other businesses and qualify as one of the following:

☐ Bidder Qualifies as a Small Business – i.e., ☐ Bidder has fifty (50) or fewer employees;

or

☐ Bidder has an annual gross revenue of less than $7,000,000 as reported on Bidder’s federal income tax return or its return filed with the Washington State Department of Revenue over the previous three (3) consecutive years.

☐ Bidder Qualifies as a Minibusiness – i.e., Bidder has an annual gross revenue of less than $3,000,000, but $1,000,000 or more, as reported on Bidder’s federal income tax return or its return filed with the Washington State Department of Revenue.

☐ Bidder Qualifies as a Microbusiness – i.e., Bidder has an annual gross revenue of less than $1,000,000 as reported on Bidder’s federal income tax return or its return filed with the Washington State Department of Revenue.

☐ WEBS Certification. Bidder must have certified its Washington Small Business status in Washington’s Electronic Business Solution (WEBS).

OR

☒ NOT WASHINGTON SMALL BUSINESS. Bidder does not qualify as a Washington Small Business as set forth above.

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

☐ CERTIFIED VETERAN-OWNED BUSINESS. Bidder is a Certified Veteran-Owned Business under RCW 43.60A.190. To qualify as a Certified Veteran-Owned Business, Bidder must meet four (4) requirements:

51% Ownership. Bidder must be at least fifty-one percent (51%) owned and controlled by:

(a) A veteran as defined as every person who at the time he or she seeks certification has received a discharge with an honorable characterization or received a discharge for medical reasons with an honorable record, where applicable, and who has served in at least one of the capacities listed in RCW 41.04.007;

(b) A person who is in receipt of disability compensation or pension from the department of veterans affairs; or

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 9

(c) An active or reserve member in any branch of the armed forces of the United States, including the national guard, coast guard, and armed forces reserves.

Washington Incorporation/Location. Bidder must be either an entity that is incorporated in the state of Washington as a Washington domestic corporation or, if not incorporated, an entity whose principal place of business is located within the State of Washington.

WEBS Certification. Bidder must have certified its Veteran-Owned business status in Washington’s Electronic Business Solution

(WEBS).

WDVA Certification. Bidder must have provided certification documentation to the Washington Department of Veterans’ Affairs WDVA) and be certified by WDVA and listed as such on WDVA’s website (WDVA – Veteran-Owned Businesses).

OR

☒ NOT A CERTIFIED VETERAN-OWNED BUSINESS. Bidder does not qualify as a Certified Veteran-Owned Business as set forth above.

23. 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 Contract, if awarded. Bidder hereby authorizes such individuals and firms to provide such references and release to Enterprise Services information pertaining to the same.

24. WASHINGTON STATE ENTERPRISE LEADERSHIP COMPETENCIES – DIVERSITY, EQUITY, & INCLUSION. Bidder certifies as follows (must check one):

☒ UNDERSTANDS & WILL FOLLOW WASHINGTON STATE ENTERPRISE LEADERSHIP COMPETENCIES.

Bidder has reviewed, understands, and if awarded a Contract, will follow the Washington State Enterprise Leadership Competencies in performing such Contract and, if utilizing subcontractors, will ensure that such subcontractors also follow the Washington State Enterprise Leadership Competencies in performing such Contract.

OR

☐ DOES NOT FOLLOW WASHINGTON STATE ENTERPRISE LEADERSHIP COMPETENCIES. Bidder does not follow the Washington State Enterprise Leadership Competencies.

25. COOPERATIVE PURCHASING AGREEMENT. Bidder certifies as follows (must check one):

☒ BIDDER CAN SERVICE ALL ELIGIBLE PURCHASERS. Bidder understands that this Competitive Solicitation is to establish a cooperative purchasing agreement that may be used by Washington State Agencies, Oregon Cooperative Purchasing Program (ORCPP) Members, and other eligible purchasers to specified Categories of Communications & Marketing Services. Accordingly, if awarded a Contract, Bidder can and will service all eligible purchasers in Washington and Oregon.

OR

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 10

☐ BIDDER CANNOT SERVICE ALL ELIGIBLE PURCHASERS. Bidder cannot service all eligible purchasers in Washington and Oregon.

26. WORK FOR HIRE. Bidder certifies as follows (must check one):

☒ BIDDER ACKNOWLEDGES THAT MATERIALS ARE CONSIDERED “WORKS FOR HIRE”. Bidder understands that all materials produced under this contract shall be considered ‘works for hire’ as defined by the U.S. Copyright Act and will be owned by Purchaser.

Purchaser shall be considered the author of such Materials. If the Materials are not considered ‘works for hire’ under the U.S. Copyright laws, Bidder hereby irrevocably assigns all right, title, and interest in such Materials, including all intellectual property rights, to Purchaser effective from the moment of creation of such Materials.

OR

☐ BIDDER CANNOT ACKNOWLEDGE THAT MATERIALS ARE CONSIDERED ‘WORKS FOR HIRE”. Bidder cannot acknowledge that Materials produced under this contract shall be considered “works for hire”.

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 have 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: Colehour + Cohen Inc.

Print Name of Bidder – Print full legal entity name of the firm submitting the Bid If Bidder is a sole proprietor, print the full legal name of the individual who is the Bidder submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Julie Colehour Print Name of person making certifications for Bidder

Title: Partner Title of person signing certificate

Place: Seattle, WA Print city and state where signed

Date: October 23, 2023

Return this Bidder’s Certification to Procurement Coordinator at:

descontractsstrategy@des.wa.gov mailto:descontractsstrategy@des.wa.gov

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 1 (Rev 2023-05-15)

EXHIBIT A-2 – BIDDER’S PROFILE

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☒ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

☐ Category 3 – Photography ☐ Subcategory A - Portrait ☐ Subcategory B – Inside Events ☐ Subcategory C- Outside Events ☐ Subcategory D - Landscapes

☒ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events

Type/print full legal name of Bidder

BIDDER INFORMATION

Legal name of Bidder:

Address of Bidder:

Note: This information must match the information from Bidder’s Business License.

Colehour + Cohen Inc.

Business Name 1011 Western AVE STE 702 Address Seattle, WA 98104 City, State, Zip Code

Bidder’s Washington State Department of Revenue Registration Number/Unified Business Identifier (UBI) Number:

Note: A nine-digit UBI number is assigned to each registered businesses in Washington.

602567132

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 2

BIDDER INFORMATION

Taxpayer Identification No. (TIN):

Note: Your TIN will be either a number issued by the IRS (e.g., Employer Identification Number, Federal Tax Identification Number) or a number issued by the Social Security Administration (i.e., your Social Security Number). Do Not provide a Social Security Number.

203974174

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 Bidder’s MWBE certification no.:

Is your firm a self-certified Washington State Small Business?

Note: See Exhibit A-1 – Bidder’s Certification for criteria to qualify as a Washington State Small Business.

Note: Regardless of size, a qualifying business must be owned and operated independently from all other businesses. In regard to size, the gross revenue thresholds, as reported on Bidder’s tax returns, are as follows:

Microbusiness: Annual gross revenue of less than one million dollars.

Minibusiness: Annual gross revenue of more than one million dollars, but less than three million dollars.

Small Business: Annual gross revenue of less than seven million dollars over each of the three prior consecutive years.

Yes ☐ No ☒

If yes, provide the location for Bidder’s principal place of business:

Street Address

City, State, Zip Code

If yes, what is your business size (based on annual gross revenue)?

Microbusiness ☐

Minibusiness ☐

Small Business ☐

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

Note: See Exhibit A-1 – Bidder’s Certification for criteria to qualify as a Certified Veteran-Owned Business.

Yes ☐ No ☒

If yes, provide Bidder’s WDVA certification no.:

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Authorized Representative Name: Julie Colehour Email: jcolehour@cplusc.com Phone: 206-557-4302

Contract Administrator Name: Ricky Padilla Email: rpadilla@cplusc.com Phone: 567-762-8446

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 3

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Sales Reporting Representative Name: Ricky Padilla Email: rpadilla@cplusc.com Phone: 567-762-8446

Sales Reporting Alternate Name: Laura Hunt Email : lhunt@cplusc.com Phone: (206) 557-4261

Management Fee Representative Name: Ricky Padilla Email: rpadilla@cplusc.com Phone: 567-762-8446

Management Fee Contact Alternate Name: Phil Converse Email: pconverse@cplusc.com Phone: 206-353-9451

Address for Enterprise Services to send management fee invoices:

Company name: C+C Attn: Phil Converse Address: 1011 Western AVE STE 702 City/State/Zip: Seattle, WA 98104

Address for Enterprise Services to send legal notices:

Company name: C+C Attn: Ricky Padilla Address: 1011 Western AVE STE 702

City/State/Zip: Seattle, WA 98104

Signature Authority (if awarded a contract) Name: Ricky Padilla

Title: Director of Finance

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 4

REFERENCES

Provide a minimum of three (3) commercial (clients/customers) or government references for which bidder has delivered goods and/or services similar in scope as described in the Competitive Solicitation.

REFERENCE 1

Company Name:

Contact:

Phone:

Email:

Washington State Liquor and Cannabis Board Kristen Haley 360-972-0300 (cell) Kristen.Haley@lcb.wa.gov

(Kristen was C+C's primary client at the Washington State Department of Health. Her last day with DOH was 10/13/2023.)

REFERENCE 2

Company Name:

Contact:

Phone:

Email:

Washington State Department of Natural Resources Guy Gifford 509-990-6218 guy.gifford@dnr.wa.gov

REFERENCE 3

Company Name:

Contact:

Phone:

Email:

Washington Traffic Safety Commission Erica Stineman 360-688-0189 estineman@wtsc.wa.gov

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: None

Return this Bidder’s Profile to Procurement Coordinator at:

descontractsstrategy@des.wa.gov mailto:descontractsstrategy@des.wa.gov

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE 1

EXHIBIT B -1 – PERFORMANCE REQUIREMENTS -AM3

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

☐ Category 3 – Photography ☐ Subcategory A - Portrait ☐ Subcategory B – Inside Events ☐ Subcategory C- Outside Events ☐ Subcategory D - Landscaping

☒ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events

Instructions

1. In the Category Box above, select the Category and/or Subcategory in the drop-down menu.

2. Mark YES or NO if bidder meets each requirement in Bidder’s Compliance column.

3. In the Written Response column for every requirement that indicates a "Written Response Required," provide a written response that addresses how bidder will meet the requirement. Limited responses may receive lower scoring than those that demonstrate knowledge of the subject matter. Bidder can include screen shots or diagrams if needed. Written responses must not reference or link to any material outside of this document.

4. Submit the exhibit as a Microsoft Word document and without modifying the font or formatting. If you need to print out this document for any reason, note this document is size Legal 8.5” x 14”.

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE 2

Please note: Not following any of the specified instructions may be grounds for the bid to be considered non-responsive.

PERFORMANCE REQUIREMENTS AND FACTORS

Requirement

ID

Performance Requirement and Stated Business Need

Points Available Bidder’s Compliance Written Response

1. Bidder or Bidder’s principal has a minimum three (3) years’ experience providing professional services. Pass/Fail

☒ Yes ☐ No No Written Response Required.

2. Number of projects completed by Bidder or Bidder’s principal in the last three (3) years. Pass/Fail

☒ Yes ☐ No

Written Response Required.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 1

EXHIBIT B-2 – NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4

Competitive Solicitation: No. 20422 – Communications and Marketing Services

Type/print full legal name of bidder company

This document outlines the Competitive Solicitation’s scored non-cost performance factors/qualifications for the services. This exhibit is for Category 4 Social Marketing Campaigns. There are 910 points available for responses in this document.

Instructions

1. Bidder must fill out the legal name of bidder company above.

2. Requirement ID 4 bidder must provide a link to a Portfolio Website.

3. All samples submitted must be from personnel who will provide services if bidder is awarded a Cooperative Purchasing Agreement.

4. Requirement ID 1-3 and 4.1-4.11 require written responses. Failure to provide a response will constitute a nonresponsive bid.

5. All attachments must be clearly identified for the relevant category. Enterprise Services suggests labeling documents with the Requirement ID number.

6. Submittals shall be in Microsoft Word and/or Adobe PDF format. Enterprise Services may request clarification of the bidder’s submission during the responsiveness check. Any pages in excess as specified in the individual question will be deleted prior to forwarding the submittals to the evaluation team.

Please note: Not following any of the specified instructions may be grounds for the bid to be considered nonresponsive.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 2

NON-COST FACTORS & QUALIFICATIONS

Requireme nt ID

Non-Cost (Projects and Key Personal) Requirements and Stated Business Need

Points Available Written Response

1. Number of social marketing campaign projects completed by Bidder or Bidder’s principal on time to meet the customer deadline and at/or under budget in the last three (3) years.

50 points

Number of projects completed on time at budget: 160 Number of projects completed on time under budget: 40

2. Number of social marketing campaign projects completed in the last three (3) years, that involved transcreation, translation, development of multi-language campaigns, and used culture-centered approaches and messaging.

100 points

Number of social marketing campaign projects completed:

3. How many years of experience does bidder's key personnel have: List experience for all key personnel, who will perform the services, if awarded.

100 points

Key Personnel 1 (Name, job title): Please see "Attachment for ID Req 3 in 20422 Exhibit B-2 Non-Cost Cat 4- AM4_C+C.pdf" submitted with our proposal.

(Number of years with a brief description of experience):

Key Personnel 2 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 3 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 4 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 5 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 6 (Name, job title):

(Number of years with a brief description of experience):

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 3

Key Personnel 7 (Name, job title):

Key Personnel 8 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 9 (Name, job title):

(Number of years with a brief description of experience):

Key Personnel 10 (Name, job title):

repeat as needed.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 4 nt ID

Non-Cost Requirements - Project Samples Points Available Written Response

4. Provide an electronic portfolio link highlighting three (3) past social marketing campaign projects samples, within the past five (5) years, that best demonstrate your understanding and approach to developing, implementing, and evaluating Social Marketing Campaigns. Each campaign in the portfolio must include a description, samples, deliverables, and any awards or recognition associated with the project.

All samples submitted must be from personnel that will be involved in this statewide contract, identified above as key personnel.

One project sample must showcase diversity, equity, and inclusion principals and your teams ability to provide culturally appropriate and effective communications and marketing to overburdened, underserved audiences including non- English speakers, tribes, diverse cultural or gender groups, or those with disabilities.

(3) project samples. Each project sample worth up to 220 available points allocated among the criteria specified in section 4.1 through 4.11.

Each project sample will be scored on demonstrated skills, capabilities, quality, creativity, and results in the following criteria (4.1 – 4.11): audience analysis, research, and message testing; transcreation and culture-centered messaging; communication plans; Idea and brand development; writing; quality;

media planning; social media;

network development;

campaign launch and public relations; outside the box communication solutions; and evaluation and measuring impact.

Required Link to Portfolio Website (all 3 project samples must be in the link) https://cplusc.box.com/s/35qhiwxvy5qk8lp76imbusp8p7qmvxpi

Please see "Attachment for ID Req 4 in 20422 Exhibit B-2 Non-Cost Cat 4-AM4_C+C.pdf" for our written responses addressing the requirements identified in Requirement ID 4 and Requirement IDs 4.1-4.11.

4.1 Audience Analysis, Research, and Message

Testing

20 points

Written Response Required:

Bidder submits a research results report for each project sample.

The report has to demonstrate the Bidder’s ability to conduct audience research, including qualitative and quantitative surveys, focus groups, and other formative or exploratory research needed to segment audiences then shape and inform behavior change campaigns and materials. (No page limit for each final report.)

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 5

Non-Cost Requirements - Project Samples Points Available Written Response

4.2 Transcreation and Culture-Centered

Messaging

20 points Written Response Required:

Description of strategy and techniques used and two (2) examples of deliverables for each project sample. Demonstrate your knowledge and experience with transcreation, translation, creating multi-language campaigns, and using culture-centered approaches to engage with underserved, overburdened communities. Provide details on how these campaigns engaged with and resonated among target communities. (2-page limit for the description of the strategy and technique for each project. Total maximum is 6 pages). (No page limit for the examples).

4.3 Communication Plans

20 points Written Response Required:

Bidder submits a final communications plan for each project sample. (No page limit for the sample communication plan).

4.4 Idea and Brand Development 20 points Written Response Required:

Description of strategy and techniques used and two (2) examples of deliverables. Provide two (2) examples of concepts developed for each project sample, inclusive of strategy, visual design, and copywriting. (2-page limit for the description of the strategy and technique for each project. Total maximum is 6 pages). (No page limit for the examples).

4.5 Writing 20 points Written Response Required:

Bidder submits two (2) examples of deliverables for each project sample. Demonstrate an understanding of plain talk/plain language writing, script, interviews and/or copy writing that was used to create/support campaign goals. (2-page limit for the description of the strategy and technique for each project. Total maximum is 6 pages).

4.6 Quality 20 points Written Response Required:

Bidder submits three (3) examples of deliverables that use as many diverse media formats as possible.– video, radio, print and social for each project sample. High-quality production of campaigns and materials (2-page limit for the description of the strategy and technique for each project. Total maximum is 6 pages).

4.7 Media Planning 20 points Written Response Required:

Bidder submits a final media plan or metrics and targets for each project sample. Show how they were used to support campaign goals and maximize performance. (No page limit for the sample final media plan).

4.8 Social Media 20 points Written Response Required:

Bidder submits three (3) examples across social media platforms for each project sample. Show how you used social media to communicate campaign messaging, create awareness, and support campaign goals.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS – CATEGORY 4 SOCIAL MARKETING CAMPAIGNS – AM4 PAGE 6

Non-Cost Requirements - Project Samples Points Available Written Response

These examples could include paid social, organic social, or the use of content creators/influencers. (No page limit for the sample social media platforms).

4.9 Network Development 20 points Written Response Required:

Bidder submits descriptions of partnerships for each project sample. Show how you have developed and used networks and partnerships. (1 page limit for each sample description of partnerships. Total maximum is 3 pages).

4.10 Campaign Launch and Public Relations 20 points Written Response Required:

Bidder submits descriptions of activities, events, strategies, and press release for each project sample.

Highlight campaign kick-off events and public relation efforts you organized and staged. Include examples and results. (1 page limit for each sample description of partnerships, total maximum is 3 pages).

4.11 Evaluation and Measuring Impact 20 points Written Response Required:

Bidder submits a final report for each project sample that explains the goals and objectives for the campaigns, how success was measured, what the measured impact/positive change was, and any lessons learned in this process. (No page limit for each final report.)

1011 Western Avenue | Suite 702 | Seattle, WA 98104 | (206) 262-0363 cplusc.com

NO. 20422

Communications & Marketing Services

WASHINGTON STATE DEPARTMENT OF ENTERPRISE SERVICES

Category 4 – Social Marketing Campaigns

Attachment for Written Response to Requirement ID 3 in 20422 Exhibit B-2 Non-Cost Cat 4-AM4

SUBMITTED BY:

NOVEMBER 8, 2023

WA DES | COMMUNICATIONS & MARKETING SERVICES: CATEGORY 4– SOCIAL MARKETING CAMPAIGNS 1

EXHIBIT B-2 – NON-COST FACTORS & QUALIFICATIONS

Requirement ID 3: Key Personnel

ACCOUNT TEAM:

Key Personnel 1: Julie Colehour | Partner

NUMBER OF YEARS WITH BRIEF DESCRIPTION OF EXPERIENCE: 33

DEGREE: B.A. in Business Administration (Marketing); B.A. in Environmental Studies | University of Washington

Julie is a leading social marketer who has spent her 33-year career motivating people to alter their behaviors for social good on causes including energy efficiency, public health, wildfires, waste prevention, opioids and distracted driving. Most recently, Julie supported the Washington State Department of Health (WA DOH) with their COVID-19 response, which has included a rapid-turn approach to increase adoption of preventative behaviors and vaccine adoption. She has also supported the EPA’s ENERGY STAR program for the past twenty-five years, including co-leading the original national launch plan that led to a 41 percent national awareness of the ENERGY STAR label in just three years. Julie co-authored the 7th edition of “Social Marketing: Behavior Change for Good” with Philip Kotler and Nancy Lee and is frequently called upon to speak and train on social marketing across the country. Under Julie’s leadership, C+C has won hundreds of national and local awards, including Silver Anvils, SABREs, PRWeek, Content Marketing Awards, ADDYs and Emmys. Recent recognition includes being named PRovoke Media’s 2021 North American Creative PR Agency of the Year and a Best Agency to Work For. C+C was also recognized in 2021 for its COVID-19 work for WA DOH with the Best of Silver Anvils award from the Public Relations Society of America and a Global SABRE award. In 2022, C+C was named the Social Marketing Association of North America’s Outstanding Agency for its commitment to the elimination of social disparities.

Key Personnel 2: Bryan Cohen | Partner

NUMBER OF YEARS WITH BRIEF DESCRIPTION OF EXPERIENCE: 31

DEGREE: B.A. in History and Political Science | Claremont McKenna College

Bryan loves big ideas, loud sneakers and important causes. By founding C+C in 2005, he was able to bring all of those things together. Today, C+C is a national leader in marketing for social good, thanks in no small part to Bryan’s boundless enthusiasm for all things public relations. Under Bryan’s leadership, C+C has created effective, award-winning campaigns that make people sit up and pay attention to causes that matter. Highlights include a reality-TV-style energy efficiency web series, taking media on a flight to witness the Great American Eclipse at 35,000 feet, and collaborating with Nike athletes to encourage young girls to pursue their athletic dreams. In 2018, C+C was named Small Agency of the Year by PRWeek and Boutique Agency of the Year by The Holmes Report. If they gave awards for in-depth knowledge of 80s music, basketball trivia and staying up to date on prestige television, Bryan would hold those as well. So far, our appeals to the Cannes Lions to add those categories have fallen on deaf ears.

WA DES | COMMUNICATIONS & MARKETING SERVICES: CATEGORY 4– SOCIAL MARKETING CAMPAIGNS 2

Key Personnel 3: Nancy Lee | Strategic Advisor

NUMBER OF YEARS WITH BRIEF DESCRIPTION OF EXPERIENCE: 45

DEGREE: M.B.A. in Marketing | University of Puget Sound; B.S. in Education | University of Illinois, Champaign-Urbana

Nancy met and fell in love with social marketing in 1992 while director of marketing for Seattle Children’s. She had just received the results of a drowning prevention campaign she managed, which indicated that life vest usage among children had increased by 25%. She was hooked. Nancy knew then that this was the kind of marketing she wanted to do the rest of her career. In 1993, she left Seattle Children’s and formed a small consulting firm, Social Marketing Services. In the past 25 years, she has coauthored 13 books on social marketing, including 10 with Philip Kotler; taught Introduction to Social Marketing at the University of Washington; consulted with over 100 government agencies facilitating the development of social marketing plans using the 10-Step Model she developed with Kotler; and has conducted social marketing trainings for more than 3,000 program managers in Washington state. After years of collaborating with C+C on various projects for clients including King County Metro, Washington State Department of Health, and Washington Department of Fish and Wildlife, Nancy joined C+C as a strategic advisor in 2017. She believes that social marketing as a discipline has been “launched,” but is not “in orbit.” She won’t stop until it is!

Key Personnel 4: Suzette Riley | General Manager

NUMBER OF YEARS WITH BRIEF DESCRIPTION OF EXPERIENCE: 32

DEGREE: B.A. in Communications and Political Economy | The Evergreen State College

Suzette brings calm intensity to C+C’s creative storm, and under the calm exterior is a fierce PR strategist. Suzette runs C+C’s Portland office and leads its media relations team, marshaling the efforts of the agency’s PR and media-pitching army.