EagleHillConsultingBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Eagle Hill Consulting, LLC_____________ Type/print full legal name of Bidder

Bidder’s Address: 1601 5th Avenue, Suite 1100, Seattle, WA 98101_________ Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

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

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

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

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

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

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

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

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

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

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

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

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

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

BIDDER HAS REQUIRED INSURANCE. Bidder has attached a current, valid Certificate of

Insurance with each and all of the required insurance coverages as specified in the Master Contract (note: Bidder must attach the Insurance Certificate).

OR

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

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

OR

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

(Bidder to provide), Bidder does not have a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master

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

Contract and, if designated as the Apparent Successful Bidder would not be able to provide such a Certificate of Insurance to Enterprise Services within twenty-four (24) hours of such designation.

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

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

OR

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

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

NO CRIMINAL OFFENSE. Bidder has not, within the three (3) year period preceding the date of this Competitive Solicitation, been convicted or had a civil judgment rendered against Bidder for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a governmental contract;

violation of any federal or state antitrust statute; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property. Bidder further certifies that it is not presently indicted or otherwise criminally or civilly charged by a governmental entity with commission of any of the offenses enumerated in this paragraph.

OR

CRIMINAL OFFENSE. As detailed on the attached explanation (Bidder to provide), within the three (3) year period preceding the date of this Competitive Solicitation, Bidder has been convicted or had a civil judgment rendered against Bidder for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a governmental contract; violation of any federal or state antitrust statute; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property.

11. WAGE THEFT PREVENTION. Bidder certifies as follows (must check one):

NO WAGE VIOLATIONS. Bidder has NOT been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, any provision of RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the above-referenced Competitive Solicitation date.

OR

VIOLATIONS OF WAGE LAWS. Bidder has been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, a provision of RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the above-referenced Competitive Solicitation date.

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

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

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

PAY EQUALITY FOR SIMILARLY EMPLOYED WORKERS. Bidder’s similarly employed individuals are compensated as equals. For purposes of this provision, employees are similarly employed if the individuals work for the same employer, the performance of the job requires comparable skill, effort, and responsibility, and the jobs are performed under similar working conditions. Job titles alone are not determinative of whether employees are similarly employed. Bidder may allow differentials in compensation for its workers based in good faith on any of the following: a seniority system; a merit system; a system that measures earnings by quantity or quality of production;

a bona fide job-related factor or factors; or a bona fide regional difference in compensation levels. A bona fide job-related factor or factors may include, but not be limited to, education, training, or experience that is: consistent with business necessity; not based on or derived from a gender-based differential; and accounts for the entire differential. A bona fide regional difference in compensation level must be consistent with business necessity; not based on or derived from a gender-based differential; and account for the entire differential.

OR

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

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

NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

FOR EMPLOYEES. Bidder does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

NO TERMINATION FOR DEFAULT OR CAUSE. Bidder has not, within the three (3) year period preceding the date of this Competitive Solicitation, had one (1) or more federal, state, or local governmental contracts terminated for cause or default.

OR

TERMINATION FOR DEFAULT OR CAUSE. As detailed on the attached explanation (Bidder to provide), within the three (3) year period preceding the date of this Competitive Solicitation, Bidder has had one (1) or more federal, state, or local governmental contracts terminated for cause or default.

15. TAXES. Bidder certifies as follows (must check one):

TAXES PAID. Except as validly contested, Bidder is not delinquent and has paid or has arranged for payment of all taxes due to the State of Washington and has filed all required returns and reports as applicable.

OR

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

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

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

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

OR

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

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

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

OR

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

Note: Bidder must provide the precise legal name (including state of organization), business address, and federal tax identification number (TIN) for each subcontractor.

Note: If the TIN is a SSN, provide only the last four (4) digits.

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

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

RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet two

(3) requirements:

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

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

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

OR

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

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

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

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: _EAGLE HILL CONSULTING, 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 and CEO_______________ Title of person signing certificate

Date: _1/22/2021_____________________

_Melissa Jezior__________________________ Print Name of person making certifications for Bidder

Place: _Arlington, Virginia________________ 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: Eagle Hill Consulting, LLC

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

_Eagle Hill Consulting, LLC______ Business Name _1601 5th Avenue, Suite 1100___ Address _Seattle, WA 98101___________ City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

_603-452-928________

Federal Tax ID No. (TIN):

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

_04-3771736_________

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

(OMWBE)?

Yes No If yes, provide MWBE certification no.

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

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

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

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

Yes No If yes, provide WSDVA certification no.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Melissa Jezior Email: mjezior@eaglehillconsulting.com Phone: (703) 625-3029

Contract Administrator Name: Nathan Weinman Email: nweinman@eaglehillconsulting.com Phone: (202) 437-0710

Sales Reporting Representative Name: Jordan Henry Email: jhenry@eaglehillconsulting.com Phone: (301) 980-2910

Sales Reporting Alternate Name: Shonda Letchworth Email : sletchworth@eaglehillconsulting.com Phone: (303) 941-4026

Management Fee Representative Name: Jack Kelley Email: jkelley@eaglehillconsulting.com Phone: (703) 786-5087

Management Fee Contact Alternate Name: Cameron Lloyd Email: clloyd@eaglehillconsulting.com Phone: (801) 663-6888

Address for Enterprise Services to send management fee invoices:

Company name: Eagle Hill Consulting, LLC Attn: Invoices Address: 241 18th Street S, Suite 615 City/State/Zip: Arlington, VA 22202

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Jordan Henry (301) 980-2910 jhenry@eaglehillconsulting.com Seattle Office Director

Shonda Letchworth (303) 941-4026 sletchworth@eaglehillconsulting.com Senior Manager, Public Service

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

REFERENCES

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

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 2 – Organizational Development, if applicable

Contact & Title:

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

United States Customs and Border Protection Shari McCann, Branch Chief

(202) 384-8935 Sharolyn.J.McCann@cbp.dhs.gov

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

General Services Administration Melinda Fancher, Director

(703) 304-4847 Melinda.Fancher@GSA.gov

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Reference 2 – Management and Business Analysis, if applicable

Contact & Title:

PURCHASE CARDS (I.E., CREDIT CARDS)

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

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.

_Melissa Jezior, President and CEO__________ _________________________ ____1/22/2021__ Name, Title Signature Date

_Jordan Henry, Seattle Office Director_______ _________________________ ____1/22/2021__ 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: _EAGLE HILL CONSULTING, 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 and CEO_______________ Title of person signing certificate

Date: _1/22/2021_____________________

_Melissa Jezior__________________________ Print Name of person making certifications for Bidder

Place: _Arlington, Virginia________________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Eagle Hill Consulting, LLC

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

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

Bidder’s Organization (4 pages maximum) (150 points)

Our firm is a full-service boutique management consultancy founded in 2003, specializing in Change Management, Strategy & Performance, and Talent. We are a woman-owned, award-winning company with an annual average growth rate of 74%. Our firm is a community of consultants applying the best practices and methodologies of large consulting firms, while maintaining a nimble environment—and the personalized attention—of a smaller firm. We are a matrixed organization across three geographic offices and the five primary industries we serve (Public Service, Non-Profit, Technology, Media & Entertainment, Health & Life Sciences, and Financial Services). Our firm has worked with more than 100 clients in these industries to solve their business problems. Throughout our proposal, we explain how our capabilities and experience meet the Washington State Department of Enterprise Services (DES) requirements and align to DES’ guiding principles.

Our Experience:

Recognized for industry-leading practices, our firm consistently delivers impactful, high-quality consulting services on time and within budget.

• Proven Track Record: With previous experience supporting a wide range of organizations, our firm has 16+ years of experience delivering Change Management expertise and impact to clients at scale, across 70+ unique Change projects in the public, nonprofit, and private sectors. Through our experience partnering with clients on a diverse set of organizational changes, we understand that no change looks the same and tailor our approaches accordingly.

• Thought Leader: As a recognized thought leader, with over 165 pieces of research and unconventional insight, we pride ourselves on driving new thinking and bringing innovative ideas to tackle business problems. To this end, our firm conducts regular nationwide pulses to understand trends in the market and inform our perspectives and industry-leading practices.

• Tested Solutions: Further, our firm works as an internal ideas “lab,” taking risks to create successes. We test, refine, and validate new ideas of revolutionary business potential in our own work environment, and as best practices rise to the top, we polish them and bring them to the marketplace for our clients’ benefit. Our approach puts the people who will be affected by change at the heart of the process. We encourage our employees to help us make bold advances—and provide the support for them to do so. From concept through implementation, our environment creates progress by cultivating, rather than commanding it.

• Delivery Excellence: Our commitment to delivery excellence and forward thinking is demonstrated by our client satisfaction rating, which indicates that 100 percent of our clients would “definitely work with [our firm] again.” In addition, clients have told us:

o “Change is hard and you give us the tools to make it easier!”

Our Firm by the Numbers

• 16+ Years

• 100+ Clients across 5 core

Industries

• 250+ Employees

• 74% Annual Average Growth Rate

• 70+ Successful Change Projects

• 165+ Thought Leadership Pieces

• 100% Client Satisfaction

• 65+ Years of Collective Experience among our firm’s Co-Founders o “I love the team’s can-do attitude, energy, and professionalism. Your work product is highly professional and attractive (one of the best I have seen so far). I love how you are growing others by osmosis. I feel that your services are highly aligned with mission driven organizations.”

o “I just want to express my appreciation for your partnership... the whole team was valuable in helping us organize and execute our Transformation. [Your firm’s] leadership and advocacy resulted in a better understanding of the vision of the transformation by all, from the burning platform down to detailed new processes.”

o “Provides innovative change solutions.”

o “Best team I’ve ever worked with.”

• Award-Winning: Our firm has received consistent, national recognition as a Top Consultancy for our culture and impact.

o Vault named our firm on its “Vault Consulting 50” numerous years, further recognizing us among its “Best Consulting Firms for Innovation” and “Best Boutique Consulting Firms.”

o Additionally, an internationally recognized evaluator of consulting firms awarded our firm the highest distinction possible as a ‘Leader’ in Communications & Change Management, and a ‘Challenger’ in Organization Strategy Consulting. They describe our firm as delivering a “sophisticated approach to change management differentiated by an immersive, empathetic consulting style that clients universally credit as setting them up to succeed at change.”

o Forbes has also named us one of “America’s Best Management Consulting Firms” in numerous consecutive years.

Our People:

Our success is driven by our people, who bring energy, initiative, imagination, and excellence to the work we do every day. Our consultants have management consulting, industry, and subject expertise in a range of domains and come from diverse backgrounds and experiences.

• Top Talent: To ensure our company reflects the diversity of our community and our clients, and hires the best “A players” in our field, we use a standardized hiring approach that drives objective and evidence-based hiring practices, allowing us to hold one another accountable in making inclusive hiring decisions. This highly rigorous, industry-proven hiring and interviewing methodology enables us to bring aboard seasoned professionals with the significant change management experience needed to ensure successful transformation for our clients.

• Change Expertise: Most of our employees have deep experience in change management, and one in three of our employees is Prosci®-certified. Our employees apply industry standards and best practices, while remaining flexible to customize approaches based on the unique context, culture, and needs of our clients. Our consultants have successfully helped clients prepare for and navigate organizational change related to business transformation, technology disruption, and their workforces of the future.

• Multidisciplinary Experience: In addition to deep change management skills and resources, our firm brings relevant multidisciplinary expertise across business strategy, program management, organizational design, process improvement, and human capital management. Our experience across a variety of services provides our teams with a comprehensive repository of past projects and proven, innovative solutions that we reference and tailor to achieve breakthrough results, drive meaningful business impacts, and effectively meet the varied needs of our clients.

• Leadership Engagement: Our Executive Leadership Team is deeply engaged in our day-to-day client work, lending their decades of expertise and advisory support to our project teams and our clients.

Our Culture:

Clients and employees consistently recognize our firm’s unique, stand-out culture, and we have been recognized as a Best Place to Work by multiple leading evaluators for numerous years. Collaboration and Impact are two of the core values at the heart of what we do: delivering a “gold standard” client experience.

1. We Listen: From the very beginning of each engagement, we actively listen to get to know our clients’ unique pain points and aspirations, understanding where they are now and where they want to be in the future. We immerse ourselves in their culture and build trusted, authentic relationships at all levels. From the outset, we keep “big picture” strategic outcomes in mind.

2. We Adapt: As work begins, we collaborate with our clients at every step to co-create tailored approaches and solutions that work within their unique environments. Our team-oriented style leverages the collective brain power of our consultants and unleashes the power of our clients’ people to drive strategic outcomes. As priorities change, we remain flexible, and if needed, shift quickly to meet evolving needs.

3. We Get it Done: Our inclusive approach builds employee capacity, ownership, and buy-in, achieving goals defined at project kick-off and demonstrating tangible impact and business results. In partnership with our clients and their diverse stakeholder groups (e.g., leadership, managers, front-line employees, customers), we develop creative work products that not only “wow” our clients but create lasting results for their organizations.

We greatly appreciate the opportunity to respond to this solicitation and we look forward to helping Washington State’s public service organizations achieve their business, transformation, and change management goals with our best-in-class, unconventional consulting services. In the pages to follow, we provide further detail on our change management expertise and approach, and how we meet the DES guiding principles.

Experience (4 pages for each category bid) (200 points)

Project 1 / Reference 1 – Change Management Length of Contract: 12/27/2017 – 12/27/2018 (Previous Contracts: 2013-2015, 2015-2016, 2016-2017)

Size of Company: 60,000+ employees

Project Scope: Our company led a project to prepare more than 70,000 stakeholders for a large-scale technology modernization of an Agile-built and deployed processing system to manage the global exchange of $3 Trillion in goods. For more than five years, we have worked with the client’s leadership to provide change management and transformation support across the change continuum, further usage of the system during deployment, and work with a complex network of stakeholders to adopt the new Agile development environment and technology. This has included ongoing change to business processes, policies, job workflow, and daily operations for more than 300 locations across the country, 12,000+ employees, and 3,000+ partner companies. Our firm continues to support this client on additional, related change management and transformation initiatives.

Project Goals: The client’s transition from the legacy system to their modern system impacted internal and external stakeholders. They moved from a largely paper process to a faster, more streamlined digital one. This has led to a revolution in the way daily business is conducted. Policy, regulations, procedures, and trainings have all been impacted, and enhancements continue to drive change. The magnitude of this change demanded a comprehensive Change Management Plan and strategy that effectively integrates stakeholder readiness and deployment, communications, and training. All stakeholders needed to understand how to use the new system capabilities in advance of deployment and ensure smooth implementation and adoption.

Project Actions: Our company provided Stakeholder Management, Stakeholder Readiness, Stakeholder Deployment, Overarching Communications Support, Executive Communications, End User Communications, Multi-Media Communications, and Training for this project.

• Stakeholder Management: Our firm served as the primary support for all stakeholder management efforts. We provided logistical and technical support at stakeholder meetings plus developed and maintained a library of talking points and briefing materials to facilitate meeting content. The client uses a propriety “Cheat Sheet” we developed to track the progress of ongoing enhancements to the system. When providing in-person support at meetings, our team assisted in the day-of support including documenting minutes at each meeting and provided support for conferences by designing handouts and other materials.

• Stakeholder Readiness: We served as the primary conduit between the clients, development teams, and other stakeholders. We provided support to each of these groups and developed a strong working relationship to gather information and consolidate it into implementation plans to help the clients ensure efficiency and avoid mistakes. We frequently facilitated working group calls and meetings to coordinate stakeholder input in the process and ensure that the development is consistent with the original intention of the enhancement. When nearing a deployment or transition point, our team served as the primary organizer of the implementation and cutover plans necessary to ensure a smooth transition. We considered possible communications, conflicting or complementary events, and potential downtime.

We also planned for necessary stakeholder outreach including support webinars, and post-deployment support. We developed a comprehensive plan including dates for specific stakeholder notifications, the messaging around those communications, plans for pre- and post-transition war room sessions and follow-up with necessary stakeholders.

• Stakeholder Deployment: Our company directed the system implementation and deployment of every major capability and enhancement. We created and maintained a schedule of development and deployment activities spanning seven departments. Each readiness plan tracked dependency and integration needs of activities and displayed upcoming risks, blockers, needs, and mitigation strategies to clear these hurdles. This has led to easier identification of potential risks, quicker resolution of potential roadblocks, and greater buy-in from capability owners. The necessary information on readiness, deployment, and change management tasks was collected during weekly meetings coordinated by our team to bring together all necessary parties. We assisted clients in forming mitigation strategies such as extended communications, specialized support, and increased coordination among stakeholders for potential impacts arising from IT deployments. We created materials and hosted conference calls, webinars, and meetings pre- and post-deployment with all stakeholders. And for external stakeholders, we worked with subject matter experts to maintain an inbox to triage and resolve inbound request.

• Overarching Communications Support: We maintained multiple SharePoint pages including an Outreach Calendar, a Change Management integration Calendar, and several trackers to coordinate efforts for communication activities. We provided review support and monitored and completed all website posting requests.

• Executive Communications: Our team authored reports, executive-level talking points, presentations, and issue papers for use by client staff. We staffed meetings such as town halls, director meetings, and high-level webinars, providing post-meeting notes, transcripts, and recordings when applicable.

• End-User Communications: Our company supported communication with end-users to provide updates on system developments, facilitating webinars, events, and calls with internal and external stakeholders.

• Multi-Media Communications: We created and redesigned several critical handouts, pamphlets, and infographics for the client’s external-facing website. And,

• Training: Our company provided support for several training activities by assisting with the creation of materials, facilitation of training webinars and calls, and review and editing of several training manuals.

Results Achieved: Outcomes of this project include:

Instituted a number of planning tools into the process to help stakeholders track assumptions, next steps, risks, and blockers. As a result, system deployments are now tracked with greater ease and risks/issues are mitigated well in advance of problems arising;

Managed a change agent coalition of more than 250 members, facilitating a weekly meeting to plan strategies that increased stakeholder engagement and coordinated a targeted outreach initiative to support the system transition efforts. This led to a greater transparency in targeted project communications;

Assessed impacts to stakeholder groups and developed customized change management plans, which led to greater user preparedness;

Developed an ongoing communications and change management plan and strategy, centered around providing branded resources and change adoption measurement, which fully prepared stakeholders for the transformation;

Introduced structured processes and tools that encouraged proactive planning and reassessment throughout the change management continuum; and, Analyzed Key Performance Indicators, such as webinar views and training material downloads, to identify and target end users requiring additional support.

Project 2 / Reference 2 – Change Management Length of Contract: 9/28/2016 – 9/26/2018 Size of Company: 12,000+ total employees Project Scope: Our company led the development and execution of change management activities for a client’s transition to a new business model and implementation of an online strategic sourcing and procurement platform. This engagement spanned a range of capability areas including change management, organizational assessment and design, talent strategy, and process improvement. We started at the top of the organization to diagnose their current problems. We then conducted an organizational assessment and engaged subject matter experts in a set of facilitated working group and coalition building meetings. Engaging leadership and key stakeholders throughout the process, our team designed a new organizational structure that best aligned to the client’s strategic vision. To facilitate change, we developed a strategic communications plan. As an input to this strategy, the team completed a thorough stakeholder analysis and conducted a communication assessment to determine the best-fit platform for outreach to each audience. We then developed templates, visual standards, and an editorial calendar to closely monitor outreach and ensure consistent messaging and content branding. Finally, we conducted organizational restructuring and planning, communications, stakeholder engagement, and training to increase adoption of the new system across the client’s organization and its partner agencies. In addition, we successfully redesigned the organizational structure to align with the client’s new principles, facilitating the future state mapping of 2,000+ employees in support of the organizational realignment. Our firm continues to support this client on additional, related change management and transformation initiatives.

Project Goals: Client leadership made the strategic choice to prioritize people support. Our company was brought in to provide support to Human Resources (HR) to help develop a Workforce Transformation Plan in alignment with the new organizational direction. The purpose of this plan was to address how employees and teams would be affected by organizational transformations, strengthening employee engagement efforts, assisting in planning workforce initiatives, and generally supplementing cross-agency HR offices with change management, strategy, program management, and process experts to collaborate on organization-wide transitions.

Project Actions: Our company facilitated the identification of the qualities and behaviors of effective leaders at all levels within the organization. Based on identified leadership competencies and needs, we developed resources, guides, and trainings to address these needs, and created a comprehensive digital platform to house all materials, and clearly guide individuals through leadership development resources. During this project, our firm’s change management support spanned multiple delivery areas, including:

• Acquisition Leadership Program: We developed a new leadership program to promote and enhance business efficiency through organizational process improvement and program methodologies, as well as knowledge transfer among leaders in Canada and the United States. Participants dived deep into understanding organizational problems, gained momentum through growing leadership skills directly applicable to solving organizational challenges, engaged in collaborative knowledge sharing, and participated in experiential learning activities.

• Reorganization Manual and Ongoing Support: We provided standard operating procedures and guidelines on the process of conducting an organizational alignment or reorganization. Our team also worked with the client to review and make updates to over 300 position descriptions needed as a result of the reorganization.

• Root-cause Analysis and Corrective Action Plan: We conducted a root-cause analysis of five key problem statements identified from a series of data points. We worked collaboratively with four groups to develop a recommended corrective action plan, which was approved by the organization’s budget office.

• Leadership & Employee Coalition: Together with client leadership, we examined 24 administrative, human resources, and finance processes. The coalition comprised of more than thirty critical points of contact and subject matter experts, aimed at gaining consensus on various process tasks, documenting frameworks for assigning responsibilities in the new organizational structure, facilitating procurement of critical resources, and bringing attention to issues needing support from key decision makers.

• Employee Appreciation Interview Guide: We conducted an assessment of current monetary and non-monetary award and recognition strategies, discovering gaps in usage and understanding. As a result, our team created an Employee Appreciation Interview Guide to help supervisors determine the types of recognition their employees prefer, and which monetary and non-monetary options would best fit their employee preferences.

• Intranet Website: We supported the redesign of our client’s intranet page by generating content to support each element of the eight-part talent management framework (workforce planning, recruitment and retention, workforce development and career management, performance management, awards and recognition, leadership development and succession planning). This effort included shortening, reformatting, and visualizing one-page overviews to provide relevant resources supporting employee growth and success. Additionally, each month, we selected one topic to provide in-depth content, with accompanying live events.

• Joining Forces: We supported the transformation of our client’s organization and a partner organization through facilitating eight working groups; this brought together leaders from each group to identify organizational strengths, challenges, and potential solutions.

Results Achieved: Outcomes of this project include:

Successful alignment of the client’s organizational structure to their new principles;

A set of comprehensive stakeholder personas that improved leadership’s knowledge of stakeholders, including their unique qualities and needs;

A Strategic Communications Plan, crafted to facilitate continuous improvement;

A Change Management Approach and Customer Engagement Strategy, resulting in increased adoption of their new business model and procurement platform;

Effective and tailored electronic, multi-media, and print communications materials for all stakeholder groups (e.g., newsletters, FAQs, fact sheets, toolkits, event collateral);

A recruitment strategy to better equip the client with the resources needed for effective operation in the new business model;

Stand-up of a Customer Change Agent Network to foster adoption, leveraging external contacts to deliver messages and elicit feedback on the initiative;

Increased engagement through internal and external web and social media channels; and, 176% growth in external adoption of the organization’s new procurement platform.

Quality Assurance (4 pages maximum) (150 points)

Recognized for industry-leading practices, our firm consistently delivers high-quality consulting services on time and within budget. More than 67% of our workforce has experience providing change management services across multiple industries and one in three of our employees is Prosci®-certified.

While our employees are knowledgeable of industry standards and best practices, we remain flexible in our approach and customize solutions based on the unique context and culture of our clients. We work together with our clients to understand project objectives, business culture, and intended outcomes before building change management strategies tailored to the needs of their organization.