CommunicationResourcesNWBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Communication Resources Northwest LLC Type/print full legal name of Bidder

Bidder’s Address: 914 164TH STREET SE, SUITE B12 PMB 255

MILL CREEK, WA 98012

Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): X Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

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

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

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

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

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

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

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

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

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

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

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

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

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

X BIDDER HAS REQUIRED INSURANCE. Bidder has attached a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master Contract (note: Bidder must attach the Insurance Certificate).

OR

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

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

OR

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

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

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

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

(24) hours of such designation.

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

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

OR

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

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

X 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):

X 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 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082 http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082

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

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

X PAY EQUALITY FOR SIMILARLY EMPLOYED WORKERS. Bidder’s similarly employed individuals are compensated as equals. For purposes of this provision, employees are similarly employed if the individuals work for the same employer, the performance of the job requires comparable skill, effort, and responsibility, and the jobs are performed under similar working conditions. Job titles alone are not determinative of whether employees are similarly employed. Bidder may allow differentials in compensation for its workers based in good faith on any of the following: a seniority system; a merit system; a system that measures earnings by quantity or quality of production; a bona fide job-related factor or factors; or a bona fide regional difference in compensation levels. A bona fide job-related factor or factors may include, but not be limited to, education, training, or experience that is: consistent with business necessity; not based on or derived from a gender-based differential; and accounts for the entire differential. A bona fide regional difference in compensation level must be consistent with business necessity; not based on or derived from a gender-based differential; and account for the entire differential.

OR

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

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

X NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR EMPLOYEES. Bidder does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

X 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):

X 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.

http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52

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

OR

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

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

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

OR

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

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

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

OR

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

Note: Bidder must provide the precise legal name (including state of organization), business address, and federal tax identification number (TIN) for each subcontractor. Note: If the TIN is a SSN, provide only the last four (4) digits.

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

X 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:

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

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

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

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

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

OR

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

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

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

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

OR

X NOT VETERAN-OWNED BUSINESS. Bidder is not a certified Veteran-Owned business under RCW 43.60A.190.

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

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

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

BIDDER NAME: COMMUNICATION RESOURCES NORTHWEST, LLC

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

By: ______________________________ Signature of Bidder’s authorized person

Title: President Title of person signing certificate

Date: January 24, 2021

Margaret Winch Print Name of person making certifications for Bidder

Place: Mill Creek, Washington Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

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

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

EXHIBIT A-2 – BIDDER’S PROFILE

Competitive Solicitation No.: 01620 – Business Consulting Services

Bidder: Communication Resources Northwest, LLC

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Communication Resources Northwest, LLC Business Name

914 164TH STREET SE, SUITE B12 PMB 255

Address

MILL CREEK, WA 98012

City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

601690622

Federal Tax ID No. (TIN):

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

91-1718591

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

(OMWBE)?

Yes No If yes, provide MWBE certification no.

W2F0010742

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

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

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

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

Yes No If yes, provide WSDVA certification no.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Margaret Winch Email: megw@communication-resources.com Phone: 425.316.8300

Contract Administrator Name: Margaret Winch Email: megw@communication-resources.com Phone: 425.316.8300

Sales Reporting Representative Name: Laine Potter Email: lainep@communication-resources.com Phone: 425.316.8300

Sales Reporting Alternate Name: Nancy Tripi Email: nancyt@communication-resources.com Phone: 425.316.8300

Management Fee Representative Name: Laine Potter Email: lainep@communication-resources.com Phone: 425.316.8300

Management Fee Contact Alternate Name: Nancy Tripi Email: nancyt@communication-resources.com Phone: 425.316.8300

Address for Enterprise Services to send management fee invoices:

Company name: Communication Resources Northwest, LCC Attn: Margaret Winch Address: 914 164TH STREET SE, SUITE B12 PMB 255 City/State/Zip: MILL CREEK, WA 98012

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Areas of Focus

Margaret Winch 425.316.8300 or 425.260.7354 megw@communication-resources.com

Organizational Development, Change Management, Management and Business Analysis

Rowan Ringer 253.294.0544 rowanr@communication-resources.com

Organizational Development, Change Management, Management and Business Analysis

Sara Halicki 503.545.2487 sarah@communication-resources.com

Organizational Development, Change Management, Management and Business Analysis

Nancy Tripi 503.330.7107 nancyt@communication-resources.com

Organizational Development, Change Management, Management and Business Analysis

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

REFERENCES

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

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

King County Natasha Jones 206.263.9623 natasha.jones@kingcounty.gov

Reference 2 – Organizational Development, if applicable

Contact & Title:

Phone:

Email:

Seattle City Light Namura Nkeze, Workplace Culture Manager/Seattle City Light People & Culture

(206) 402-1220 namura.nkeze@seattle.gov

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

King County Wastewater Treatment Division Mark Isaacson, Director

(206) 477-4601 mark.isaacson@kingcounty.gov

Reference 2 – Change Management, if applicable

State of Washington Department of Financial Institutions

(DFI)

Levi Clemens, Director of Administration and Chief Financial Officer 360.902.8818 levi.clemens@dfi.wa.gov

Reference 1 – Management and Business Analysis, if applicable

Pierce County Public Works Brian Ziegler (formerly with Piece County Public Works, now Director at Washington State Freight Mobility Strategic Investment Board)

(360) 586-9695 ziegleb@fmsib.wa.gov

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Salud America!

Amanda Merck, MPH, Digital Content Curator 210.284.8497 merck@uthscsa.edu

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

PURCHASE CARDS (I.E., CREDIT CARDS)

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

Visa Master Card American Express Discover Other:

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

Margaret Winch, President _________________________ January 24, 2021 Name, Title Signature Date https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb https://ofm.wa.gov/state-human-resources/workforce-diversity-equity-and-inclusion/diversity-equity-and-inclusion-resources/dei-committee-documents https://ofm.wa.gov/state-human-resources/workforce-diversity-equity-and-inclusion/diversity-equity-and-inclusion-resources/dei-committee-documents

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

CERTIFICATION

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

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

BIDDER NAME: Communication Resources Northwest, LLC

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

By: ______________________________ Signature of Bidder’s authorized person

Title: President Title of person signing certificate

Date: January 24, 2021

Margaret Winch Print Name of person making certifications for Bidder

Place: Mill Creek, Washington Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Communication Resources Northwest, LLC

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

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

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

Organizational Development Change Management Management and Business Analysis

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

BIDDER’S ORGANIZATION

As an integrated team of creative communication and organizational development strategists, we provide facilitation, intervention, training, process development, and strategic planning for public sector clients in City, County, State, and Federal government. We work locally, nationally, and internationally with the primary objective to help project teams communicate—more openly, honestly, productively, and transparently.

We start every project by listening to our clients to understand their goals and aspirations, understand the language and the priorities of key leaders and community stakeholders, and develop processes to create lasting and positive impacts. Through a dedicated staff of highly skilled communication, design, and planning professionals, we collaborate with our clients to provide a significant depth and breadth of high-quality work at the least cost and highest value. We bring the breadth of our experience and the depth of our commitment to every work assignment, knowing that the needs of each client are unique and critical to the functioning of that organization.

As a certified WBE firm in continuous and stable business since 1989, we serve organizations around the United States from our home base in Snohomish County, WA. We have a staff of 10 including strategic planning and organizational development facilitators, change management specialists, training developers and trainers, technical writers, user experience consultants, and graphic designers who are ready to support a variety of needs for multiple state agencies.

Customer Base Our clients include:

• City, County, and State government agencies in

Washington State and beyond, including utilities, public works, water/wastewater divisions, parks departments, administration and finance departments, executive services, and others

• Federal agencies, including civilian and military entities

• Private businesses, predominantly architecture, engineering, and construction firms

• Colleges and universities across the country

• Non-profit organizations and strategic non-profit alliances

Areas of Service We provide a broad range of services supporting organizational development, change management, and management and business analysis, including facilitation and mediation, pull-planning, process improvement, partnering, strategic planning, individual and team coaching, leadership development, training and training development, and team partnering. We also help teams communicate more effectively through meeting design and facilitation, visuals production, video or on-line training design, and executive coaching.

Virtual Experience We have been providing quality virtual facilitation and training since before the COVID-19 pandemic. We are proficient with Zoom, Microsoft Teams, Skype, WebEx, and GoTo Meeting and can easily adapt to our client’s preferred platform. Typically, we find it’s easiest on our clients to use the platform with

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 3 which they are most familiar, and we design our facilitations and workshops accordingly. We maintain licenses in Microsoft Teams and Zoom on which we launch our own programs to support clients.

We also use a variety of collaboration tools such as Miro and Mural to facilitate participant engagement, enable rapid visualization, combine the ideas of multiple participants, and engage people deeply in the co-creation of ideas and processes. We use Miro for virtual pull planning, and we use both of these tools to facilitate change management, rapid idea generation, and process visualization.

Strategic Planning, Facilitation, and Partnering From public meetings to internal planning sessions, we provide facilitation to drive broad initiatives, planning efforts, and organizational change. Each planning and facilitation process or event is designed around the needs and expectations of our clients: meetings to communicate and advance broad initiatives, strategic planning to establish a visionary framework for action, and lean events to drive necessary process improvements. We aren’t afraid to help teams tackle hard issues—we assist them in facing challenges with grace, wit, and rigor.

PLANNING AND FACILITATION

We assist leadership teams with strategic planning, work teams with workflow and process improvement, and work groups and their managers with interpersonal issue resolution. We dive deeply into issues, seeking to understand the variety of viewpoints, and we actively engage with participants to ensure meaningful participation. Both are key to finding consensus and achieving successful outcomes.

LEAN

We help organizations create new ways of integrating lean thinking and process into the important work of teams, develop strategies to drive implementation and accountability into the process, and create the necessary documentation to make lean sustainable. We also provide Lean training to help participants understand the ultimate goals of the lean effort; often these goals include the development of a lean culture in the organization.

We deploy a wide range of tools to customize lean events to fit the specific needs of each client, from well-documented lean/process improvement protocols to enable consistency across events, the use of technology to enable faster pre-session data gathering, facilitation tools to enhance the effectiveness of each event, information graphics and other tools to enable higher pre-process stakeholder engagement, and mentoring to build confidence among the lean leaders internal to your organization.

TEAM PARTNERING

Our team provides facilitation and partnering services to project teams around the world. This background informs our approach to strategic planning, making it more relevant and interesting to participants because we understand the context and goals of the strategic planning process. Partnering helps teams develop the communication structure and agreements needed to achieve success. Effective partnering is tailored to the project and measured against achieving specific project outcomes. Teams come away from partnering with a common understanding of project values and delivery expectations— and what they have to do to achieve them.

Effective partnering requires a highly skilled facilitator who understands both the technical and team challenges team members face, and who can help teams come to agreement on their rules of

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 4 engagement. A typical partnering process includes several deliverables such as a detailed team charter, clarified team expectations, a communication plan, a decision-making structure and schedule, a dispute resolution structure, and team partnering agreements.

TRAINING & CURRICULUM DEVELOPMENT

Within organizations, people are starved for knowledge at a deep level. We design learning experiences through tailored training programs that transform organizations. Effective training programs support the mission, vision, and values of organizations. Our programs are unique in that we do not offer off-the-shelf training. Each program is tailored to our client’s industry, organization, clients, participant roles, and skill levels, and we implement train-the-trainer programs to build trainer skill and confidence. We support programs with beautiful handouts, information graphics, and visual media. We develop macro-outlines and trainer guides that provide lasting value for the organization. Our training evaluations are excellent across programs and organizations and show consistent, rigorous training in a supportive, engaging, fast-paced, and fun environment. Over the years, our trainings have shaped organizations for the better, developing team members to communicate effectively, lead their teams, and promote effective processes within their organizations.

We offer programs in presentation and communication skills, leadership and management, team building, conflict resolution, and negotiation, tailored for each client. Our customized training development and train-the-trainer programs provide maximum value for the training dollar.

TAILORED TECHNICAL TRAINING PROGRAMS

For specialized or proprietary processes, organizations need effective and well-delivered in-house training. We specialize in working with internal subject matter experts to translate detailed content into compelling training, and we have developed technical training for public agencies and private organizations across the U.S.

ORGANIZATIONAL RESEARCH & CLIENT SURVEYS

Good research doesn't just provide answers; it enables better questions. We focus on developing clear research goals and rigorous data gathering protocols to generate useful and meaningful results. We use qualitative and quantitative research processes and apply standard and multivariate tools to analyze data and mine data sets for meaningful conclusions. Our expertise in multiple research methodologies and analytical tools, combined with rigorous data gathering and reporting protocols, results in research programs that add value to organizations via stronger relationships and more informed decision-making.

The hallmarks of our work are in the quality of research tools, the breadth of our analytical processes, the depth of the results, and the usefulness of the documentation. Our clients appreciate how we dive deeply into data to help them get maximum value from their research programs, how we explain data to lay audiences to build greater understanding and confidence in results, and the value they receive from our detailed, useful summary documents and reports that can be used to drive organizational change.

CLIENT, CONSTITUENT, AND STAKEHOLDER FEEDBACK

Our satisfaction/perception interviews strategically gather useful information to drive operational and marketing improvements. To date, we have conducted more than 3,500 interviews with key voices that matter to our clients, gathering in-depth information about performance, competitiveness, and future opportunity.

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EMPLOYEE FEEDBACK

Employees are any organization’s most valuable asset. Using both qualitative and quantitative methods, we help our clients gather detailed feedback about how their employees experience the work environment. Our research processes build trust among employees who have confidence that their confidential feedback will result in timely follow-up. Our analyses generate valid results for a deeper understanding of data trends and relationships among variables. Our reports are clear and complete, with detailed recommendations that help our clients improve employee engagement.

LEADERSHIP DEVELOPMENT & COACHING

To increase leadership capacity and better integrate leader skills and behaviors within an organization, we provide tangible feedback and coaching that helps leaders grow individually and collectively. From individual leader coaching to comprehensive leadership development programs for public agencies and private businesses, we tailor our approach to each client.

For comprehensive leadership development programs, we work with senior leaders at the firm to design and implement training and development opportunities for their company leadership and future leaders. We apply customized leadership evaluation tools and provide analysis of the results, often followed by one-on-one coaching for participants. Our clients hire us to develop customized leadership development training programs, to increase skills in topics such as leadership and management, communication and presentations, team building, conflict resolution, and negotiations.

We provide design of training processes, development of training materials, facilitation of each session, facilitation of internal training teams, and train-the-trainer programs for clients who desire an in-house program that can be used to develop multiple generations of firm leadership.

HUMAN RESOURCES & MEDIATION

We work with diverse personalities, paradigms, and frameworks for individual and team development to facilitate productive teamwork. We help our clients resolve difficult and often complex issues, working across departments and divisions, and engaging with diverse groups. Often, this includes coaching individuals and teams at multiple levels of organizations and assisting HR departments with individualized data gathering and analysis, process improvement, feedback and recognition programs, and training program development to support organizational goals. We provide responsive and flexible service on projects large and small, and we are trusted with our clients’ most critical team relationships.

TECHNICAL WRITING

As skilled technical writers, we help organizations communicate more effectively in a written form to their target audiences. From technical reports to community-focused documents, we work in partnership with our clients to define document aspirations and requirements, and create quality written materials that reflect their voice, standards, and priorities.

From collaborative brainstorming and the creation of drafts to document management services, our writers are able to quickly understand complex information/data. We often work with subject matter experts to create better technical documents, providing technical editing, document formatting, and/or layout to enhance a document’s quality. By combining strong writing and strong graphics, we further enhance messages to improve clarity and readability.

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EXPERIENCE

Project 1 / Reference 1 – Organizational Development

Project Identifier Organizational Development, Facilitation, and Training Services for Multiple Governmental Departments

Goals • Develop updates to existing mission and values to respond to current staffing and environmental realities

• Engage staff and leadership in productive workforce and workflow planning

• Guide organizational leaders through new process implementation and staffing challenge resolution

• Resolve internal process flow and staff relationship issues

• Increase staff competency across core human-relations and project management areas

• Achieve consensus on response to leadership direction

Scope Leadership and Team Coaching, Issue Resolution, Training Development, Strategic Planning, Process Improvement, and Facilitation

Actions Taken to Achieve Goals

Facilitated workshops, developed and taught customized training development, provided group and one-on-one coaching, provided strategic guidance on workforce and human-relations issues, developed and implemented full-organization employee engagement study

Size of the Company 1,500+ employees Length of Time and

Results 1995 – Present; Facilitated processes, training programs, initiatives, and ongoing engagements

Executive Coaching Team Development

Coaching

Coaching Workshops

We have worked with this local government organization for more than 25 years, providing strategic planning facilitation, leadership and team coaching, leading internal mediation and issue resolution processes, developing staffing planning frameworks, developing internal training programs that included responding to an agency-wide customer service initiative, and facilitating leadership strategic planning and process improvement.

We have also provided customer‐facing consulting related to public meetings and citizen advisory groups. Each of our engagements has focused on achieving clearly defined objectives with tailored services that leverage the broad range of our expertise, including process design, facilitation, mediation, graphic design, and research. A sample of our recent work is described below:

Leadership Team Facilitation: We recently worked with the agency’s largest division to help them update their mission, vision, and values in preparation for workforce planning. We linked this work to previous pre-pandemic work to improve internal teamwork within the leadership team, including how the leadership team responds to staff challenges and needs. We are now working with the leadership team of the group responsible for portfolio management to facilitate SMEs and leaders through workforce planning, short-term strategies for meeting project needs within a challenging budget, and long-term staff requirements for future-state projects.

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Customer Service: For our customer service training initiative, we worked directly with the agency’s customer service director to develop programming consistent with the strategic plan to support the agency’s customer service promise. We designed training content, scenarios, graphics, and follow‐up strategies to support the program. We provided more than 100 facilitated sessions, then transitioned the program to in‐house trainers through a train‐the‐trainer program and deliverables designed to be user‐friendly to future trainers.

To date, we have team‐trained more than 1,500 employees and designed tailored training to support specific issue resolution and training needs for multiple departments. We also developed and implemented a new tailored, research‐based program in customer service for both the public health entity that we then trained across multiple clinics in the broad service area.1

Project Management and Conflict Resolution: For one of the largest divisions within the agency, we facilitated processes to integrate project management concepts and systems into agency project delivery. Our team led the development of project management training and trained agency leadership in conflict resolution to support the project management initiative. We also led the design and delivery of training programs in performance management and performance feedback for all supervisors in two of the largest agency divisions.

We worked with multiple internal departments to help resolve significant staff conflicts at multiple levels of the organization, in some cases requiring intensive research involving one-on-one interviews, supervisor/manager coaching, whole-team intervention, and navigation of issues involving represented employees. We also worked closely with the prosecuting attorney’s office to ensure guidance was consistent with agency policy and design future facilitation and training programs to minimize agency risk.

We have transitioned table-top exercises such as this one to virtual engagement using web-based collaboration tools including Mural and Miro.

Train the Trainer: We have designed multiple train‐the‐trainer programs, including multiple new programs and programs on equity and social justice, which assisted agency leadership in evaluating and procuring future training programs. We also designed a customized program in anti‐harassment/non‐ discrimination.

1 Our reference is specifically related to this work on customer service training development and co-training with the agency’s customer service director.

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Project 2 / Reference 2 – Organizational Development

Project Identifier Strategic Leadership Initiatives for Local Utility Goals • Support standardized leadership behaviors and processes, including best leadership practices

• Create and launch leader-led workplace expectations training program, providing toolkit of training resources and providing train-the-trainer for the utility’s executive team

• Develop a resilient training strategy with best‐in‐class training and development opportunities for staff across all business units

• Transition core training programs to on-line format to respond to pandemic and long-term training needs

• Advise as to requirements and resources to launch cultural change initiatives

Scope • Define leadership standards and behaviors for multiple business units to reduce risk to the utility

• Develop and codify an employee code of conduct

• Develop training standards, common development processes, and outside consultant management approach to support consistently high-quality training

• Develop on-line training platforms to deliver new employee orientation, benefits, RSJI, and workforce expectations program to all new utility employees

Actions Taken to Achieve Goals

• Designed and facilitated a leadership planning and engagement process for 300+ leaders

• Developed and implemented a director/officer-led workplace expectations program for all employees

• Designed four new programs and translated them to Articulate training system

• Provided ongoing coaching, strategy, and intervention services to support culture change at the business unit and utility-wide levels

Size of the Company 2,600 employees Length of Time and

Results 2009 – present; new training programs and renewed leadership alignment across departments

Executive Coaching Team Development

Coaching

Coaching Workshops

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We have worked with this local utility for more than 10 years supporting organizational change and leadership initiatives, including working with each of the business units to define leadership behaviors and develop standards for leadership to reduce risk to the utility and developing multiple training, training design, and program development initiatives. The team has also supported change management processes within several reorganized divisions and the human resources team and developed utility-wide programs in ethics, the legal framework for leadership, and performance management, as well as eLearning courses for employee trainings. A sample of our recent work is described below:

Leadership Planning and Engagement: Over the past ten years, we have led process design and facilitation for more than 300 leaders, worked with the utility’s asset management group to facilitate a strong relationship development process between key departments and their primary IT consultant, and we have also worked with leadership to define budgeting and project prioritization.

Workplace Expectations: We designed a training program on workplace expectations/code of conduct that was delivered by executive leaders to all 2,600 utility employees. Our team developed the course concept, all course materials, and tailored scenarios. We also provided two train‐the‐trainer programs and coaching to the utility leadership team on how to deliver the training effectively to generate excitement, changed behavior, and buy‐in.

Training Standards: We led an operational excellence program that included leadership best practices, training development, and delivery standardization. Our team developed a comprehensive train‐the‐ trainer guidebook that presented and summarized best practices in training procurement, design, and delivery for use by internal trainers and external consultants to raise the quality of training provided to utility employees. An additional deliverable included a handbook for future consultants to enable the consistent delivery of training to utility standards, delivering higher value to training participants.

Leadership Team Training: We developed a full‐day utility-branded training program based on Patrick Lencioni’s Five Dysfunctions of a Team program. The utility desired a training that used the Lencioni concepts in a tailored program that integrated existing leadership programs with the new concepts.