DeloitteBid.pdf

Designation of Confidential Information

Deloitte Consulting LLP (“Deloitte Consulting”) requests the following provisions of its Proposal be withheld from disclosure by the Washington State Department of Enterprise Services (“Enterprise Services”) pursuant to RCW §42.56.070(1) and RCW §19.108.010(4) as such information is “trade secret.” Furthermore, such information is statutorily exempt from disclosure pursuant to RCW §45.56.270(11) as it is proprietary data, trade secrets, or other information that relates to either: (a) Deloitte Consulting’s unique methods of conducting business; or (b) data unique to the product or services of Deloitte Consulting. We have organized our list in accordance with the five (5) key elements as outlined in this document and dated January 24, 2021, and as further evidenced in the redacted Proposal provided herewith.

Identity and Qualifications of Personnel and Subcontractors

Section Reference Page Number(s)

Description of Confidential/Trade Secret Material

Proprietary Methodology and Approach

Past and Present Clients/Customers

Exhibit A-2 – Bidder’s Profile, Page 3 Client References and Contact Information

Pricing

Other Proprietary Commercial and Financial Information

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Deloitte Consulting LLP

Type/print full legal name of Bidder

Bidder’s Address: 711 Capital Way South, Suite 102, Olympia, WA 98501 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): Domestic Foreign

Partnership: Domestic X Foreign

Sole Proprietorship:

State of Formation: Delaware

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

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

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

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

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.

OR

DELINQUENT TAXES. As detailed on the attached explanation (Bidder to provide), EXHIBIT A-1 – BIDDER’S CERTIFICATION - 01620 PAGE 5

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):

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

RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet the following three (3) requirements:

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

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

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

OR

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

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

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

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: DELOITTE CONSULTING LLP

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

By: ______________________________ Signature of Bidder’s authorized person

Title: Principal Title of person signing certificate

Date: 1/22/2021

* Benush Venugopal Print Name of person making certifications for Bidder

Place: Sacramento, CA Print city and state where signed

* Our proposal is being made subject to the condition that Deloitte Consulting and the Washington State Department of Enterprise Services subsequently reach and enter into a mutually acceptable definitive written agreement for the proposed services. As such, please see our exceptions in Exhibit D-1 – Master Contract Issues List of our proposal. Our execution of this Appendix A-1 is subject to such exceptions, notwithstanding anything to the contrary in the RFP or our proposal.

** Please see attached two insurance documents as part of the submission.

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: Deloitte Consulting LLP

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Deloitte Consulting LLP Business Name 711 Capitol Way South Suite 102 Address Olympia WA 98501 City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

602356799

Federal Tax ID No. (TIN):

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

06-1454513

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

(OMWBE)?

No

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

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

RCW 39.26.010.

No

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

No

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Benush Venugopal Email: bvenugopal@deloitte.com Phone: (916) 956-7172

Contract Administrator Name: Cindy Dolezel Email: cdolezel@deloitte.com Phone: (503) 727-3018

Sales Reporting Representative Name: Cindy Dolezel Email: cdolezel@deloitte.com Phone: (503) 727-3018

Sales Reporting Alternate Name: Cindy Dolezel Email: cdolezel@deloitte.com Phone: (503) 727-3018

Management Fee Representative Name: Cindy Dolezel Email: cdolezel@deloitte.com Phone: (503) 727-3018

Management Fee Contact Alternate Name: Cindy Dolezel Email: cdolezel@deloitte.com Phone: (503) 727-3018

Address for Enterprise Services to send management fee invoices:

Company name: Deloitte Consulting LLP

Attn: Rakesh Duttagupta Address: 711 Capitol Way South Suite 102 City/State/Zip: Olympia, WA 98501

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

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:

State of Washington, Dept. of Children, Youth, & Families Annie Severson

(360) 725-4665 annie.severson@dcyf.wa.gov

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

County of Los Angeles, Department of Human Resources Molly Gonzalez-Pa, Principal Analyst, Office of Chief Deputy Director

(213) 974-1528 mgonzalez@hr.lacounty.gov

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

State of New Mexico Office of Information Technology Cassandra Hayne, IT Director

(505) 827-0000 Cassandra.Hayne@state.nm.us

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

State of Washington Office of Financial Management Emily Poyner, OCM Director

(360) 701-4912 Emily.Poyner@ofm.wa.gov

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

California Department of Fish and Wildlife (DFW) James Robbins, Deputy Director, Administration Division

(916) 653-7667 James.Robbins@Wildlife.ca.gov

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

California Department of Parks and Recreation Steve Szalay, Special Advisor

(916) 801-1567 Steve.Szalay@parks.ca.gov

PURCHASE CARDS (I.E., CREDIT CARDS)

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

mailto:mgonzalez@hr.lacounty.gov mailto:Cassandra.Hayne@state.nm.us

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

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

Benush Venugopal, Principal 1/22/2021 Name, Title Signature Date

Name, Title Signature Date

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

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

CERTIFICATION

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

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

BIDDER NAME: Deloitte Consulting LLP Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: Principal Title of person signing certificate

Date: 1/22/2021

Benush Venugopal Print Name of person making certifications for Bidder

Place: Sacramento, CA Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Deloitte Consulting LLP

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 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 2

Firm Background

Our firm is committed to the Public Sector and serving State and Local Government clients. We bring 50 years of experience working with state government clients across 47 states. We have more than 12,000 practitioners who focus their careers in the Government and Public Services industry, including more than 2,000 practitioners who focus on Organizational Development, Change Management, Management Analysis, and Business Analysis.

We are the largest, privately held professional services firm in the world providing audit, advisory, tax, and consulting services with almost 107,000 people in 105 cities. For the fiscal year that ended June 1, 2019, our U.S. firm had revenue of U.S. $21.9 billion.

We have a proven track record of providing Business Consulting services to state governments and its respective agencies and departments, in states such as Pennsylvania, Oregon, California, Michigan, Massachusetts, Wisconsin, New Mexico, Colorado, Pennsylvania, and North Carolina. Our experienced team can scale quickly to meet the readiness needs of the State of Washington and can deliver the support you need as defined by future SOWs within this Master Services Agreement (MSA).

The State of Washington has seen first-hand our commitment to deliver its most important initiatives.

Over the past eight years, we partnered with 18 Washington government organizations to deliver services more effectively to Washingtonians by providing technology, Organizational Development, Change Management, Management and Business Analysis services. For example, we partnered with a Washington state agency to successfully implement the Healthplanfinder portal, which is nationally recognized as one of the most effective health insurance marketplaces. Similarly, we recently partnered with another agency to deliver one of the only integrated Paid Family and Medical Leave (PFML) programs in the country. Listed below are additional examples specific to the area of Business Consulting:

• Organizational Development - we supported the development of a new Washington agency that was created from the merging of three divisions from two separate agencies to form one single agency. Our services included Executive Coaching, Leadership Program Development and Facilitation, Team Development, Organizational Change Management, Planning and Support, and Strategic Planning.

• Change Management – we are currently providing Change Management services for one of the largest initiatives in the State of Washington spanning every State agency and department. We have also provided change management services supporting the successful go-live of several large technology projects.

• Management and Business Analysis – we conducted a time in motion study at a large Washington agency, and business process analysis and redesign at another agency, both to enable operational efficiency.

We are committed to serving federal, state, and local government clients. Our firm's 60,000 U.S. and 12,000 cross-functional professionals are aligned to our Government and Public Services (GPS) practice.

We understand what it takes to successfully support mission, policy, and technology innovations. In partnership, we look to the future with our government clients to improve operations through organizational development, change management, and management and business analysis initiatives

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 3 that enable government to better serve their constituents.

Further, as we depict in Figure 1, our firm is committed to the State of Washington and serving its agencies and departments.

Figure 1. Firm Footprint in State of Washington

We opened our office in Olympia in 2012 and internally classified Washington as a strategic account with a dedicated account leadership team whose members have served Washington State government for over eight years. These leaders, and our more than 300 staff serving Washington government, have become part of the fabric of the Olympia community. We are active corporate sponsors of the IPMA, and in the past two years have brought industry leaders to speak to the community on topics such as cloud, block chain, and Future of Work opportunities.

We also bring industry leaders to engage with agency leaders and staff on their most important opportunities and challenges. Recently, we brought insights related to Diversity, Equity, and Inclusion, the pandemic and virtual work environments, technology opportunities and implications, and workforce of the future to multiple agency leaders. Many of us are residents of Washington and our involvement in the Washington government community spans beyond our projects to enable Washington government to better serve Washingtonians.

We are also committed to Diversity, Equity, and Inclusion (DEI) in Washington, and for seven consecutive years we have hosted a summit for the State’s women leaders, and upcoming women leaders, in Olympia to discuss topics that are important to the community – demonstrating the investments we are making in leadership development, mentoring, and DEI.

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 4

Areas of Service & Capabilities

As we depict in Figure 2, our firm offers a wide range of Business Consulting services for State and Local government clients.

Figure 2. Business Consulting Related Services

• Digital Government - services to help leaders create a government digital strategy and transform to a more digital environment which improves many aspects of public service, including the government customer experience.

• Business Operations - supports design, implementation, and operation of "heart of the business" transactional systems and core operations, including process redesign, large program management, systems integration, and cloud engineering.

• Human Capital - leverages research, analytics, and industry insights to help design and execute critical programs from business-driven HR to innovative talent, leadership, organization design, and change management programs.

• Strategy & Analytics - partnering with agencies to make clear data-driven choices about where to design programs that transforms the organization, including organizational alignment, capability building, technology / cloud based solutions and holistic implementation programs.

• Enterprise Performance - Achieving maximum impact and value from investments in finance, supply chain, and IT operations requires a holistic view of key business functions from strategy through process design and technology enablement.

Our strength as a firm is our ability to draw talent from across different services to meet client needs.

For example, our project teams will often leverage User Interface (UI)/User Experience (UX) experts in the development of a new licensing portal or pull in experts from our Strategy & Analytics for financial data modeling. As these examples highlight, we have the full spectrum of business consulting related services and capabilities from the largest global consulting firm to serve the needs of Washington’s agencies and departments today, and into the future.

Leader in Organizational Development, Change Management, and Management and Business Analysis

Within the service offerings described above, our firm has the skills and experience to meet the organizational development, change management, and management and business analysis requirements of the DES Master Services contract. Below is a description of each:

• Organizational Development. Our firm offers robust organizational development capabilities focused on improving the functions of an organization’s employees, work units, culture, management and

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 5 business systems, processes, and structure. Our experience includes providing executive coaching, DEI program design and implementation, and team development.

• Change Management. Our systematic approach to Change Management focuses on helping clients with transition or transformation of organizational goals, processes, and/or technologies. Through our proprietary Organizational Change Management (OCM) framework, we have helped state government agencies through cultural change, process reviews, crisis management, and organizational restructuring. We approach Change Management with the same principles you outline in Exhibit B of this solicitation with an emphasis on supporting impacted stakeholders along a transformation journey. Our Change Management capabilities also include strategic planning and process improvement.

• Management and Business Analysis. For 150 years, our firm has served as a trusted advisor to public sector clients delivering business management and analysis consulting services based on analytics and research. We emphasize use of financial analysis to identify and articulate the need for change in how organizations work. Our management and business analysts are skilled in the application of established frameworks including Strengths Weaknesses Opportunities Threats (SWOT) and Business Analysis Body of Knowledge (BABOK) frameworks; we have multiple practitioners on staff who have led delivery of IIBA's Business Analysis Body of Knowledge (BABOK v3.0).

Awards & Accolades

As a global leader in Organizational Development, Change Management, and Management Business Analysis, we have been recognized by the most respected industry research and analysis firms. Recent highlights in Business Consulting include:

• No. 1 Consulting Service Provider Worldwide by Revenue (Gartner, 2020)

• One of America’s Best Management Consulting Firms (Forbes, 2019)

• #1 Workforce Management Consulting, Depth of Services (ALM, 2019)

• Global Leader in Communications and Change Management Consulting (ALM, 2018)

• Global Leader in Business Analytics Services (Gartner, 2018)

Experience

Organizational Development - Project 1/Reference 1

Project/Client Description Impact/Results:

• Size of the organization: State agency with more than 4,500 staff members.

• Project scope and goals: State governor signed a house bill resulting in the merger of two separate agencies into a single, consolidated agency focused on supporting children, youth, and families.

• Facilitated development of agency’s new mission and core values.

• Conducted coaching for more than 100 of the new agency’s senior leaders.

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 6

Project/Client Description Impact/Results:

• Project duration: January 2019 – April 2020 (16 months).

• Outcomes (actions taken, how we achieved project goals): Our firm designed and implemented an organizational development plan for the new agency that included visioning, strategic planning, organizational design, change management, and executive coaching for agency leadership.

• Identified new agency’s top five organizational priorities.

• Met required timelines for establishing the new agency.

Table 1: Organizational Development- Project 1/Reference 1

Organizational Development - Project 2/Reference 2

Project/Client Description Impact/Results:

• Size of the organization: One of the largest counties in the United States in terms of employee count with over 100,000 employees, and in terms of population size.

• Project scope and goals: The client wanted to transform their recruitment and hiring practices, making them the employer of choice.

• Project duration: May 2019 to July 2019 (3 months).

• Outcomes (actions taken, how we achieved project goals): Our firm evaluated the current state processes of a state client. The scope of work was divided into two general categories: 1) requirements gathering and 2) development and presentation of leading practice solutions for the client. Requirements gathering included project launch and planning, surveying current hiring practices and barriers, process mapping, and analyzing HR IT and County regulations and policies. Activities in the latter half of the scope consisted of identification of best practices, conducting an Innovation Lab, and developing a final report, a workforce planning analytics dashboard, and a presentation for the Board of Supervisors.

• Other pertinent information: For the purposes of this engagement, we primarily worked with stakeholders from the Human Resources (HR) Department of the county to deliver successful talent acquisition transformation and reduce the current time-to-hire.

• The client reduced their time-to-hire and transformed their talent acquisition process by implementing our recommended HR leading practices and process improvements.

• Resulted in reduced inefficiencies in the process and recruiting the most qualified candidates.

• Recommended solutions included implementing chat bots, natural language processing, and software analytics tools.

• Conducted an Innovation Lab based on human centered design to align client stakeholders on opportunities to improve their HR practices.

• Conducted process mapping with the various HR stakeholders across 30+ departments within the county to understand current talent acquisition practices and identify inconsistencies and roadblocks across departments.

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 7

Table 2: Organizational Development- Project 2/Reference 2

Change Management- Project 1/Reference 1

Project/Client Description Impact/Results:

• Size of the organization: 127 impacted agencies and 16,000+ state employees.

• Project scope and goals: Designed and implemented a Change Management program to build awareness, understanding, knowledge and skills in support of an upgrade from state’s PeopleSoft ERP (HR/Financials/Procurement) solution.

• Project duration: January 2016 to December 2017 (two years) and September 2018 to April 2019 (seven months).

• Outcomes (actions taken, how we achieved project goals. Our Change Management program for the state focused on aligning leadership, mobilizing stakeholders within agencies, and engaging impacted system users to help them understand the reasons and benefits for change, and develop the knowledge and skills needed to successfully use the new upgraded PeopleSoft ERP solution. We achieved our Change Management program goals by conducting a change impact assessment; building an inclusive agency change network that helped agencies prepare for the change; delivering engagement and communication support about the benefits; conducting a culture change visioning session to align on the goals of the program and implementing a program to promote culture change resulting from the new processes and solution; and implementing a training program which included training materials development, and delivery of Train-the Trainer sessions.

• Following two successful go-live events, the client was live on PeopleSoft 9.2 with an engaged and prepared community of system users.

• Our work increased awareness and support for the upgrade across agencies through a change agent network to facilitate user readiness and adoption for system changes.

• Completed a Change Impact Assessment that identified and assessed people, process, and technology impacts resulting from the software upgrade.

• Our implemented training strategy prepared more than 16,000 users for system changes associated with the upgrade.

Table 3: Change Management - Project 1/Reference 1

Change Management - Project 2/Reference 2

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 8

• Size of the organization: State client with 120+ agencies.

• Project scope and goals: The state has an aging IT system and as part of an IT modernization program, hired our firm to develop and implement a change management program that would begin to prepare agencies for the changes in processes, operations, and technology forthcoming with a new enterprise resource planning (ERP) solution. Specifically, our firm designed and implemented an Organizational Change Management (OCM) plan; aligned leadership around a shared vision; built awareness for the reasons and benefits of change through a communications program;

measure and improve agency readiness for change;

strengthen stakeholder engagement and advocacy in a highly federated environment; and create the conditions for a successful implementation of a new state-wide solution.

• Project duration: September 2019 to January 2021 (1.5 years).

• Outcomes (actions taken, how we achieved project goals): We applied our OCM methodology to serve as a roadmap for the program and includes four key elements and supporting activities that were tailored to meet the needs of agencies.

We also created an OCM Framework to align activities to program goals and implemented recommendations from our plan and framework to build OCM capability and capacity among agencies, drive continuous improvement activities, build awareness and support for the program among agencies, and support continued program funding.

• Through this engagement, our firm has improved leadership alignment, stakeholder engagement, and communications in support of the IT modernization program.

• Created Key Performance Indicators (KPIs) that define continuous improvement goals and target metrics for OCM, Project Management, and Business Process Improvements for finance and procurement functions.

• Built a Communications Plan and Stakeholder Communications Plan that identifies impacted groups, defines key messages, communications channels, and an approach for building alignment and advocacy among “high impact” agencies.

• Conducted a Baseline Readiness Assessments based on survey, focus groups, and interviews to assess current levels of readiness resulting in Readiness Scorecards for all participating agencies.

• Created an Agency Support Team Network to help agencies with understanding the activities and resources needed to improve readiness for the change.

Table 4: Change Management - Project 2/Reference 2

Management and Business Analysis - Project 1/Reference 1

• Size of the organization: State client with $120M annual budget.

• We built support for 12 operational improvement

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 9

• Project scope and goals: Management and Business Analysis project where we aimed to support the development, planning and execution of a Service Based Budget (SBB) in addition to analyzing the client’s existing revenue structure and fund source-supported program activities. The client needed help to define department’s activities and tasks, align activities into defined programmatic areas, identify service levels, make data-based budget and allocation decisions, engage stakeholders, collect data and analyze results.

• Project duration: January 2019 to August 2020 (1.5 years).

• Outcomes (actions taken, how we achieved project goals):

Our firm collaborated with hundreds of stakeholders, both internal and external, to develop the overall portfolio of services and tasks necessary to deliver the mission. We aligned activities into defined programmatic areas that allow the department to create workforce planning models, identify service levels, and make data-based budget and allocation decisions. We engaged internal and external stakeholders to gather feedback and promote awareness, understanding, and ultimate adoption of SBB.

Additionally, our firm analyzed and made recommendations to align current spending with mission and statutory requirements. We designed and implemented an IT tool to collect data from across the department on tasks performed by the Department, level of labor resources required to perform tasks at the mission level, and gaps in department resources. As a result, we performed a data-driven analysis of how current service levels, activities, expenditures, and staffing levels compare with the service standards and tasks needed to meet mission goals.

ideas, based on department mission and the feasibility of implementation.

• We helped the department articulate its story in a compelling manner by describing its organization in terms of programs and services it provides to the public.

• We operationalized service-based budgeting at the department for the long-term through development of a governance model, operational plan, training, and transferring knowledge.

Table 5: Management and Business Analysis - Project 1/Reference 1

Management and Business Analysis - Project 2/Reference 2

Project/Client Description Impact/Results:

• Size of the organization: State client consisting of 280 state park units. Included a 15-member Transformation Team, multiple Transformation Committees, more than 100 Partners/Stakeholders, and more than 500 Contributors.

• Developed vision statement, core values and core value statements, strategic themes, goals, objectives, and key metrics.

Exhibit C - 2 – Bidder Response Sheet/01620-Business Consulting Services 10

• Project scope and goals: As part of an organizational transformation effort for the state, our firm was retained to help client leadership define a future state operating model and establish Strategic Operations Plan aligned to the State’s five year transformation plan.

• Project duration: February 2020 to December 2020 (11 months).

• Outcomes (actions taken, how we achieved project goals):

Our firm advised the department consisting of a formal two-year process led by a 15-member Transformation Team, multiple Transformation Committees, more than 100 Partners/Stakeholders, and more than 500 Contributors. We guided the development, refinement, and ownership of the SOP and facilitated the SOP’s creation through interactive work group sessions.

• Developed and implemented a performance monitoring approach.

• Drafted documents to guide the implementation, stakeholder review, and distribution of the Strategic Operations Plan.

Table 6: Management and Business Analysis - Project 2/Reference 2

Quality Assurance

Successful projects do not just happen by chance but rather they are the result of a deliberate, sustained focus on quality. This section describes our firm’s approach to quality assurance by highlighting staff qualifications, describing how we incorporate quality into project management, and outlining the principles we follow to deliver quality to the clients we serve.

Staff Qualifications

Our firm is committed to delivering qualified practitioners who meet high quality standards. Members of our Government & Public Services practice have advanced degrees in public policy and business administration and hold certifications from organizations such as the Project Management…