Caravan Lab - Bid Cat 6.pdf

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: Caravan Lab, LLC

Bidder’s Address: 3723 NE 151st Street, Lake Forest Park, WA 98155

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 proprietor unless you have adopted a business structure (e.g., corporation, LLC, partnership).

State of Formation for Corp./LLC/Partnership :

Washington

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

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

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. 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

Doing Business Under Another Name:

Check appropriate box

☐ 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:

Address:

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

☐ 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 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.

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

☐ 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.

☐ 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.

☐ 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.

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.

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

☐ 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.

☐ 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.

☐ 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.

☐ 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 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.

☐ 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.

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE https://www.governor.wa.gov/sites/default/files/exe_order/18-03%2520-%2520Workers%2520Rights%2520(tmp).pdf

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.

☐ 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: 603 078 540 .

☐ 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.

☐ 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.

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: 603 078 540 .

☐ 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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE designation or notification by Enterprise Services or be deemed a nonresponsive bid.

☐ 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.

☐ 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.

☐ 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., ☐ B i d d e r h a s fi ft y ( 5 0 ) o r fewe r 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

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

☐ 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

(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).

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

☐ 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.

☐ 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.

☐ 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.

☐ 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”.

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

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.

Return this Bidder’s Certification to Procurement Coordinator at:

descontractsstrategy@des.wa.gov

BIDDER NAME: Caravan Lab, LLC 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

Marita Davison, MSc Print Name of person making certifications for Bidder

Date: November 7, 2023

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE (Rev 2023-05-23) mailto:descontractsstrategy@des.wa.gov maritadavison Marita Davison

EXHIBIT A-2 – BIDDER’S PROFILE

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Subcategory D - Landscapes

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.

Caravan Lab, LLC 3723 NE 151st Street

Lake Forest Park, WA 98155

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.

603-078-540

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

(Rev 2023-05-15)

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.

27-4674126

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.: M5F0027746

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:

3723 NE 151st Street

Lake Forest Park, WA 98155

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.:

BIDDER INFORMATION

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Authorized Representative

Name: Marita Davison

Email: marita@caravanlab.com

Phone: 301.806.9582

Contract Administrator

Name: Marita Davison

Email: marita@caravanlab.com

Phone: 301.806.9582

Sales Reporting Representative

Name: Jennifer Moslemi

Email: jennifer@caravanlab.com

Phone: 206.456.4022

Sales Reporting Alternate

Name: Marita Davison

Email : marita@caravanlab.com

Phone: 301.806.9582

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

(Rev 2023-05-15)

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.

PURCHASE CARDS (I.E., CREDIT CARDS)

Management Fee Representative

Name: Marita Davison

Email: marita@caravanlab.com

Phone: 301.806.9582

Management Fee Contact Alternate

Name: Jennifer Moslemi

Email: Jennifer@caravanlab.com

Phone: 206.456.4022

Address for Enterprise Services to send management fee invoices:

Company name: Caravan Lab, LLC

Attn: Marita Davison

Address: 4730 University Way NE, Set-104 #2264

City/State/Zip: Seattle, WA 98105

Address for Enterprise Services to send legal notices:

Company name: Caravan Lab, LLC

Attn: Marita Davison

Address: 4730 University Way NE, Set-104 #2264

City/State/Zip: Seattle, WA 98105

Signature Authority (if awarded a contract)

Name: Marita Davison, MSc.

Title: Co-Founder & Producer

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

REFERENCE 1

Company Name:

Contact:

Phone:

Email:

Puget Sound Partnership

Jon Bridgman

360.999.3847 jon.bridgman@psp.wa.gov

REFERENCE 2

Bonneville Environmental Foundation

Allan Warren

503.553.3939 awarren@b-e-f.org

REFERENCE 3

Washington Department of Fish & Wildlife

Lindsey Desmul

206-496-9142 lindsey.desmul@dfw.wa.gov

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE (Rev 2023-05-15) mailto:jon.bridgman@psp.wa.gov mailto:awarren@b-e-f.org mailto:lindsey.desmul@dfw.wa.gov

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:

Return this Bidder’s Profile to Procurement Coordinator at:

descontractsstrategy@des.wa.gov

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

X We do not currently accept P cards mailto:descontractsstrategy@des.wa.gov

EXHIBIT B -1 – PERFORMANCE REQUIREMENTS -AM3

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”.

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

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Subcategory D - Landscaping

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE

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

Number of Documentary projects in past 3 years: 61

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE

EXHIBIT B -1 – PERFORMANCE REQUIREMENTS -AM3

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”.

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

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Subcategory D - Landscaping

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE

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

Number of Scripted projects in past 3 years: 33

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE

EXHIBIT B-2 – NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3

This document outlines the Competitive Solicitation’s scored non-cost performance factors/qualifications for the services. This exhibit is for Category 6 Video Production and Editing. There are 750 points available for responses in this document.

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

2. Requirement ID 3, 4 or 5 bidders must provide a link to a Portfolio Website for that subcategory.

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

4. Requirement ID 1-2 and 3.3-3.5 (Event(s)), 1-2 and 4.3-4.5 (Documentary) or 1-2 and 5.3-5.5 (Scripted) 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.

Competitive Solicitation: No. 20422 – Communications and Marketing Services

Bidder is submitting a Bid:

Check appropriate box(es) for which Subcategory(s)

Category 6 – Video Production & Editing

☐ Subcategory A - Events

☐ Subcategory B - Documentary

☐ Subcategory C - Scripted

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE

DEFINITIONS OF VIDEO PRODUCTION SUBCATEGORIES:

Event(s) - A subcategory moving video and accompanying synchronous audio of the events, including conferences, workshops, and speaking engagements.

Documentary - A subcategory short or a long video that informs or educates its viewers about a particular topic or issue.

Scripted – A subcategory video(s) based on a pre-written script, where the message is very precise planned and crafted in advance.

NON-COST FACTORS & QUALIFICATIONS

SUBCATEGORY-EVENT

Requirement ID Non-Cost (Projects and Key Personal) Requirements and

Stated Business Need Points Available

Written Response

1. Number of Video production and editing 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 Written Response Required.

Number of projects completed on time at budget:

Number of projects completed on time under budget:

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE

NON-COST FACTORS & QUALIFICATIONS

SUBCATEGORY-DOCUMENTARY

Requirement

ID

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

Points Available Written Response

1. Number of Video production and editing 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 Written Response Required.

Number of projects completed on time at budget: 58 Number of projects completed on time under budget: 3

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE

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

100 points Key Personnel 1: Marita Davison, Producer & Director (Number of years with a brief description of experience): Marita is an award-winning filmmaker and media architect based in Seattle. She has over 14 years of experience producing and directing films on several continents, on topics that range from sustainable cattle ranching in the Chihuahuan desert to coral bleaching in the Great Barrier Reef. In 2010 Marita co-founded CaravanLab, a communications firm that produces films and other interactive media to tell stories related to science, sustainability, and how we can build a better world. Clients include The National Audubon Society, Stanford University, the Bill and Melinda Gates Foundation, and the US Department of Agriculture. Before moving to Seattle, Marita lived in La Paz Bolivia and Washington DC, and earned her MSc from Cornell University.

Key Personnel 2: Jennifer Moslemi, Producer, Director of Photography, Writer (Number of years with a brief description of experience): Jennifer has over 14 years of experience using her love of science and storytelling to distill complex concepts into videos that resonate. Jennifer is co-founder of Caravan Lab, an award-winning communications firm that supports clients working on environmental and social issues. She has been a producer, DoP and writer for projects with the The Nature Conservancy, Washington Department of Fish & Wildlife, Puget Sound Partnership, the Quileute Tribe, Washington State Department of Ecology, Cornell University, the National Science Foundation, and US Department of Health and Human Services.

Jennifer earned her PhD from Cornell University in 2010 and is based in Seattle.

Key Personnel 3: Jeffrey McHale, Editor, Motion Graphics Designer, Colorist (Number of years with a brief description of experience): Jeffrey conveys his passion for storytelling through dynamic editing and engaging visuals. A highly versatile video editor and motionographer with over 15 years of experience editing documentaries, educational videos, commercials, and music videos his work has been featured on outlets such as MTV, Fox Sports, and Buzzfeed. His documentary feature You Don’t Nomi recently premiered at the Tribeca Film Festival in New York.

Key Personnel 4: Ian Scott, Animator (Number of years with a brief description of experience): Ian founded Root House Studio to create media that propels the growth of meaningful social and environmental movements. RHS has over 10 years of experience working in animation to bring complex and abstract concepts to life. His animation work has been featured in videos produced by National Geographic, REI, and the US Forest Service, among others.

Key Personnel 5 (Name, job title):

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

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE

Key Personnel 5: Kit McGurn, Camera & Audio Specialist (Number of years with a brief description of experience): Kit is a cinematographer and photographer with 10 years of experience producing videos about social and environmental issues. Kit has experience in every facet of the production workflow and his work has been featured on BBC Reel, National Geographic Wild channel, PBS Newshour, Oregon Public Broadcasting, The US Forest Service, among others. His skills include studio and field lighting, shooting with a wide variety of professional camera gear, and audio capture.

Key Personnel 6: Leika Patch, Production Manager

(Number of years with a brief description of experience): Leika has worked with CaravanLab managing video production for 2 years, helping manage all aspects of video production on projects with the Quileute Tribe and Washington Department of Fish & Wildlife, and Puget Sound Partnership. Videos she has worked on have been selected for several regional film festivals, including the Friday Harbor Film Festival and the Tacoma Film Festival. Before coming to Caravan, Leika worked as a Conservation Education Specialist at Pierce Conservation District.

Requirement

ID

Non-Cost Requirements - Project Samples Points Available Written Response

4. Project Samples - Highlight three (3) past projects in the past five (5) years that demonstrate your approach to video production and editing for documentaries. All samples submitted must be from personnel that will be involved in this statewide contract.

One project sample must contain a diverse and inclusive approach that addresses cultural groups, gender groups, and/or disability groups, etc.

600 total points for all three(3) project samples.

Each project sample are worth up to 200 available points allocated among the criteria specified in 4.1 through 4.3.

Link to Portfolio Website (All 3 project samples must be in the link) https://caravanlab.com/des-documentary/

NOTE: full-length & 3-min snippets both included in the above link

4.1 Quality of Production 100 points

Time limit under three (3) minutes. For each project. Or select snippet.

3-min snippets selected and included in above link.

4.2 Strength of storytelling 25 points

Time limit under three (3) minutes. For each project. Or select snippet.

3-min snippets selected and included in above link.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE https://caravanlab.com/des-documentary/

4.3 Description of process 75 points

How many people were involved? How did you collaborate? How was the story developed? Did you set up a review process? What was the review process? What journalistic skills were employed by the team? If applicable, how was the team built? What communication was utilized in the process? ? (1-page limit for the summarization of the people, collaboration, plan, review process, journalistic skills, team built and type communication for each project.

Total maximum is 3 pages).

Please refer to attached document:

20422 Exhibit B-2 Non-Cost Cat 6_SubCat_Documentary_RequirementID_4.3_CaravanLab.pdf

4.4 Equipment No Points Written Response Required.

Provide the make and model of cameras and equipment used for each project. (1-page limit for the summarization of the equipment for each project. Total maximum is 3 pages).

20422 Exhibit B-2 Non-Cost Cat 6_SubCat_Documentary_RequirementID_4.4_CaravanLab.pdf

4.5 Software/Operating System No Points Written Response Required.

Provide what editing software and operating system was used over for each project sample. (1-page limit for the summarization of the software for each project. Total maximum is 3 pages).

20422 Exhibit B-2 Non-Cost Cat 6_SubCat_Documentary_RequirementID_4.5_CaravanLab.pdf

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS - CATEGORY 6 VIDEO PRODUCTION & EDITING -AM3 PAGE

Exhibit B-2, Category 6, Subcategory Documentary, Req. ID 4.3 Submitted by: Caravan Lab, LLC

Lifeblood Client: Washington Department of Fish and Wildlife

How many people were involved?

Three people were involved: a producer/director of photography, director/gimbal operator, editor

How did you collaborate?

Collaboration began by uniting the Caravan Lab and WDFW teams in a roadmapping session to flesh out the strategic approach. We used information from the session to create a Project Brief that guided story and production from start to finish. The subject matter was sensitive and potentially controversial - it was important for our teams to collaborate on an approach that could build trust across groups and not erode it. To incorporate trust building we allocated additional time for our collaborations with both WDFW and the people in the film, taking care to ensure all questions about the process were adequately answered and subjects didn’t feel rushed or pigeon-holed. It gave us great satisfaction after the final delivery that all people in the video felt their voice was authentically represented and were proud of their participation.

How was the story developed?

A key objective of this project was to generate empathy across groups of people who historically were at odds. We knew the story would have to feel authentic - any whiff of “propaganda” would turn our audience off. We also knew that casting was paramount. We needed to show people who were true representatives of their groups, who were considered trustworthy and relatable by their people, but who were also open to new ways of thinking that put collaboration above confrontation. Once we found the right people we created a story that pulled together vignettes of each group in a cohesive whole, giving an intimate look at who they were as people, what motivated them, and why they believed a collaborative approach was the best way forward. In the process, the viewer sees that what these groups have in common is much greater than what divides them.

Did you set up a review process / what was the review process?

Our review process was thorough and tightly woven into the production process. It was important for us to bring WDFW in as production partners in this project and we ensured they had multiple opportunities to provide feedback and ideas in the making of the video. To provide them with efficient points for feedback we created a deliverable list for review that included: thematic outlines, production plans for each shoot, script, audio-only edit, rough edit, fine edit, and final edit.

This approach eliminated surprises and mismatches in vision, and ensured the final product adhered to the plan devised during the roadmapping session.

What journalistic skills were employed by the team?

We believe active listening is the number one step in any creative project. For this project and its subject matter sensitivities, it was crucial for us to listen to WDFW’s experience working with the various groups, to locate where the pinch points were, and to find the opportunities for generating empathy and understanding. Research skills and attention to detail were important to ensure accuracy as well as inclusivity and appropriate representation. We used storytelling to prime viewers to find connections across the groups and promote empathy and a spirit of collaboration.

If applicable, how was the team built?

The team was built to incorporate expertise in the subject matter and a deep understanding across the various livelihoods and racial groups. The team drew from our experience producing inclusive storylines, resulting in a final product in which all stakeholders felt seen, valued, and authentically represented.

What communication was utilized in the process?

We used a variety of digital resources for efficient communication, including collaborative software to track progress on deliverables, web-based reviewing tools for video edits, and held regular zoom and in-person meetings to demonstrate progress and to discuss next steps and opportunities.

Urban Gardeners of Puget Sound Client: Pierce Conservation District (PCD)

How many people were involved?

Three people were involved: a producer/director of photography, director/gimbal operator, editor

How did you collaborate?

Collaboration started with an in-person roadmapping session in which the…