GreenRubino- Bid Cat 1.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 20422 – Communications & Marketing Services

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

Check appropriate box(es)

☒ Category 1 – Advertising & Marketing Campaigning

☒ Category 2 – Brand Development

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

☐ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

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

Bidder: GreenRubino Type/print full legal name of Bidder

Bidder’s Address: 1114 East Pike St, 3rd Floor, Seattle, WA 98122 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: ☒ Domestic ☐ Foreign

Limited Liability Company (LLC): ☐ Domestic ☐ Foreign

Partnership: ☐ Domestic ☐ Foreign

Sole Proprietorship: ☐

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

If you are a bidder who operates a business on your own, you automatically are a sole proprietor unless you have adopted a business structure (e.g., corporation, LLC, partnership).

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 2

State of Formation for Corp./LLC/Partnership :

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

Doing Business Under Another Name:

Check appropriate box

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

☒ Bidder has NOT done business under another name

☐ Bidder HAS done business under another name

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

Name:

Address:

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

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

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

3. NO COLLUSION, ANTI-COMPETITIVE PRACTICES, OR SHARING BID INFORMATION. Bidder certifies that Bidder has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with this Competitive Solicitation. Bidder further certifies that Bidder’s bid prices have been arrived at independently, without engaging in collusion, bid rigging, or any other illegal activity, and without for the purpose of restricting competition any consultation, communication, or agreement with any other bidder or competitor relating to (a) those prices, (b) the intention to submit a bid, or

(c) the methods or factors used to calculate the prices offered. Bidder further certifies that Bidder has not been and will not knowingly disclose its bid prices, directly or indirectly, to any other bidder or competitor before award of a Contract, unless otherwise required by law. Bidder further certifies that Bidder has made no attempt and shall not make any attempt to induce any other person or firm to submit or not to submit a bid for the purpose of restricting competition.

Bidder, however, freely may join with other persons or organizations for the purpose of presenting a joint bid. Whether done directly or indirectly, communicating bid information with other bidders, collusion, or anti-competitive actions among bidders are prohibited. If there is

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 3 evidence of such communication, collusion, or anti-competitive activities among bidders, Enterprise Services reserves the right to disqualify such bidders.

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

5. CONFLICT OF INTEREST. Bidder certifies that, in preparing its bid, Bidder has not been assisted by any current or former employee of the State of Washington whose duties relate (or did relate) to this Competitive Solicitation or prospective Contract and who was assisting in other than the employee’s official, public capacity. Bidder further certifies that no such current or former public employee nor any member of such person’s immediate family have any financial interest in the outcome of Bidder’s bid.

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

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

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

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

OR

☐ BIDDER WILL OBTAIN REQUIRED INSURANCE. Bidder does not have a current, valid Certificate of Insurance for each and all of the required insurance coverages as specified in the Contract but, if designated as the/an Apparent Successful Bidder, Bidder will provide such a Certificate of Insurance, without exception of any kind, to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

☐ BIDDER DOES NOT HAVE REQUIRED INSURANCE. As detailed on the attached explanation (Bidder to provide), Bidder does not have a current, valid Certificate of Insurance for each and all of the required insurance coverages as specified in the Contract and, if designated as the/an Apparent Successful Bidder would not be able to provide such a Certificate of Insurance to Enterprise Services within twenty-four (24) hours of such designation.

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 4

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

☒ NO DEBARMENT. Bidder and/or its principals are not presently nor has ever been debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from contracting with any federal, state, or local governmental entity within the United States.

OR

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

10. CRIMINAL OFFENCE. Bidder (including Bidder’s officers) certifies as follows (must check one):

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

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

OR

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

☐ MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAVERS FOR EMPLOYEES. Bidder requires its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

14. TERMINATION FOR DEFAULT OR CAUSE. BIDDER CERTIFIES AS FOLLOWS (MUST CHECK ONE):

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

OR

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

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

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

OR

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

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

☒ FINANCIALLY SOLVENT. Bidder is financially stable and solvent, has adequate cash reserves to meet all financial obligations, has not commenced bankruptcy proceedings voluntarily or otherwise, and is not subject to any judgments, liens, or

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 6 encumbrances of any kind affecting title to any Goods or Services that are the subject of this Competitive Solicitation.

OR

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

17. LAWFUL REGISTRATION. Bidder, if conducting business other than as a sole proprietorship certifies as follows (must check one):

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

OR

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

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

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

☒ BIDDER IS REGISTERED WITH WASHINGTON SECRETARY OF STATE. Bidder is registered with the Washington Secretary of State, is in good standing, and has the following Unified Business Identifier (UBI) number: 601 281 227.

OR

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

OR

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

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

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

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

☒ BIDDER IS REGISTERED WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder is registered with the Washington State Department of Revenue, has a business license to do business in Washington, and has the following Unified Business Identifier (UBI) number: 601 281 227.

OR

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

OR

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

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

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

OR

☒ SUBCONTRACTORS. As detailed on the attached explanation (Bidder to provide), if awarded a Contract, Bidder will utilize subcontractors to provide the goods and/or services subject to this Competitive Solicitation. In such event, Bidder further certifies that, as to the State of Washington, Bidder shall retain responsibility for its subcontractors, including, without limitation, liability for any subcontractor’s acts or omissions. Note: Bidder must provide the precise legal name (including state of organization), business address, and federal tax identification number (TIN) for each subcontractor. Note: If the TIN is a SSN, do not provide the SSN.

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

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

39.26.010. To qualify as a Washington Small Business, Bidder must meet three (3) requirements:

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

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

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

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

or

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

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

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

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

OR

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

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

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

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

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

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

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

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

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

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

(WEBS).

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

OR

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

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

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

☒ UNDERSTANDS & WILL FOLLOW WASHINGTON STATE ENTERPRISE LEADERSHIP COMPETENCIES.

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

OR

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

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

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

OR

Commented [MA(1]: Utilized this example, as it points to one specific point and the exact document, rather than the entire DEI site at OFM.

https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb https://des.wa.gov/sites/default/files/public/documents/Training/LeadershipDevelopment/Leadership_Competencies.pdf?=420bb

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

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

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

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

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

OR

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

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

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

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

By: ______________________________ Signature of Bidder’s authorized person

John Rubino Print Name of person making certifications for Bidder

Title: Partner Title of person signing certificate

Place: Seattle, WA Print city and state where signed

Date: November 8, 2023

Return this Bidder’s Certification to Procurement Coordinator at:

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

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

EXHIBIT A-2 – BIDDER’S PROFILE

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☒ Category 1 – Advertising & Marketing Campaigning

☒ Category 2 – Brand Development

☐ Category 3 – Photography

☐ Subcategory A - Portrait

☐ Subcategory B – Inside Events

☐ Subcategory C- Outside Events

☐ Subcategory D - Landscapes

☐ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing

☐ Subcategory A - Events

Bidder: GreenRubino Type/print full legal name of Bidder

BIDDER INFORMATION

Legal name of Bidder:

Address of Bidder:

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

GreenRubino Business Name 1114 East Pike St, 3rd Floor Address Seattle, WA 98122 City, State, Zip Code

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

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

601-287-227

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

BIDDER INFORMATION

Taxpayer Identification No. (TIN):

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

91-1500229

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

Yes ☐ No ☒

If yes, provide Bidder’s MWBE certification no.: ____________

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

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

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

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

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

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

Yes ☐ No ☒

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

Street Address

City, State, Zip Code

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

Microbusiness ☐

Minibusiness ☐

Small Business ☐

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

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

Yes ☐ No ☒

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

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Authorized Representative

Name: Stacia Allen Email: staciaa@greenrubino.com Phone: 501.881.2525

Contract Administrator

Name: Mike Ahearn Email: mikea@greenrubino.com Phone: 206.383.2222

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

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Sales Reporting Representative

Name: John Rubino Email: johnr@greenrubino.com Phone: 206.383.2222

Sales Reporting Alternate

Name: Griffin Idelman Email : griffini@greenrubino.com Phone: 630.487.1647

Management Fee Representative

Name: John Rubino Email: johnr@greenrubino.com Phone: 206.383.2222

Management Fee Contact Alternate

Name: Stacia Allen Email: staciaa@greenrubino.com Phone: 501.881.2525

Address for Enterprise Services to send management fee invoices:

Company name: GreenRubino

Attn: Mike Ahearn Address: 1114 East Pike St, 3rd Floor City/State/Zip: Seattle, WA 98122

Address for Enterprise Services to send legal notices:

Company name: GreenRubino

Attn: Mike Ahearn Address: 1114 East Pike St, 3rd Floor

City/State/Zip: Seattle, WA 98122

Signature Authority (if awarded a contract)

Name: Stacia Allen

Title: Partner

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

REFERENCES

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

REFERENCE 1

Company Name:

Contact:

Phone:

Email:

MultiCare Health System

Sherrilee Shawcroft, Marketing Manager

253.381.0212 sherrilee.shawcroft@multicare.org

REFERENCE 2

Company Name:

Contact:

Phone:

Email:

Seattle Southside Regional Tourism Authority

Ashley Comar, Vice President

206.556.0023 ashley@seattlesouthside.com

REFERENCE 3

Company Name:

Contact:

Phone:

Email:

Pima Medical Institute

Erin Fitzgerald, Director of Marketing

520.323.5999 efitzgerald@pmi.edu

PURCHASE CARDS (I.E., CREDIT CARDS)

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

☐ Visa ☐ Master Card ☐ American Express ☐ Discover ☐ Other:

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT B – PERFORMANCE REQUIREMENTS PAGE 1

EXHIBIT B -1 – PERFORMANCE REQUIREMENTS

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☒ Category 1 – Advertising & Marketing Campaigning

☒ Category 2 – Brand Development

☐ Category 3 – Photography

☐ Subcategory A - Portrait

☐ Subcategory B – Inside Events

☐ Subcategory C- Outside Events

☐ Subcategory D - Landscaping

☐ Category 4 – Social Marketing Campaign

☐ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing

☐ Subcategory A - Events

Instructions

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

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

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

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

EXHIBIT B – PERFORMANCE REQUIREMENTS PAGE 2

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

PERFORMANCE REQUIREMENTS AND FACTORS

Requirement

ID

Performance Requirement and Stated Business Need

Points Available Bidder’s Compliance

Written Response

1.

Bidder has a minimum three (3) years’ experience providing professional services.

Pass/Fail

☒ Yes

☐ No No Written Response Required.

2. Number of projects completed in the last three (3) years. Pass/Fail

☒ Yes

☐ No

Written Response Required.

GreenRubino has been a premier agency in the Pacific Northwest for the last 46 years. We’ve completed thousands of projects across our four main competencies, those being Insights & Strategy, Creative

Services, Paid Media, and Public Relations. In the last three years, we’ve completed over 350 projects that are relevant to this RFP.

The Washington State Department of Enterprise Services

STATE OF WASHINGTON & STATE OF OREGON

No. 20422—Category 1—Advertising & Marketing Campaigning

November 8, 2023

2© 2023 GreenRubino. All Rights Reserved.

Number of advertising and marketing campaigns completed on time to meet the customer deadline and at/or under budget in the last three (3) years

Requirement ID-1

Written Response Required.

GreenRubino has been a premier agency in the Pacific Northwest for the last 46 years. We’ve completed thousands of projects across our four main competencies, those being Insights & Strategy, Creative Services, Paid Media, and Public Relations. In the last three years, we’ve completed over 350 projects that are relevant to this RFP. All of those are in line with Category 1 (Advertising & Marketing Campaigning).

We are true partners with our clients; therefore, 100% of our projects have been completed on time and at or under budget when there is no deviation in scope.

Number of projects completed on time at budget: 350+

Number of projects completed on time under budget: 350+

3© 2023 GreenRubino. All Rights Reserved.

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

Requirement ID-2

Written Response Required.

GreenRubino has a strong DEI ethos and is a very culturally aware agency. Most of our clients have campaigns that either have a transcreation or translation component to it and that percentage grows each year. We’ve completed roughly 120 projects that involved transcreation, translation, development of multi-language campaigns, and used culture-centered approach and messaging in the last three years. Because transcreation and culture-centric approaches are ingrained throughout most of our advertising, a specific number is hard to define. We can approximate that 120 projects fall into this category.

Number of advertising and marketing projects completed: ~120

4© 2023 GreenRubino. All Rights Reserved.

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

Requirement ID-3

Stacia Allen—Partner (24 Years’ Experience)

Stacia oversees the client relationship from strategy through to success, including the team and processes in between. Her understanding of media strategy, campaign development, and analytics has led to many successful national marketing and branding efforts for clients.

Clients: Sound Transit, Washington State Tourism, Umpqua Bank, and Delta Dental

Jacob Vargas—Account Manager (20 Years’ Experience)

Jacob will be the day-to-day client lead in executing deliverables. His years of account and project management experience bring an unrivaled effectiveness to all of his projects.

Clients: Sound Transit, Seattle Auto Show, Umpqua Bank, Argosy Cruises, and Delta Dental

Randy Barney—Media Strategist (39 Years’ Experience)

Randy has deep digital, analytics, and technology experience. He leads our media team and ensures that nothing gets missed, from strategy to implementation.

Clients: Seattle Southside, Pima Medical Institute, MultiCare Health System, and Argosy Cruises

Holly Detels—Media Director (38 Years’ Experience)

Holly’s experience spans the gamut of media from traditional to all things digital. Her passion is in the marrying of client goals with ever-changing media and consumer landscapes to drive measurable results.

Clients: WA Department of Corrections, Washington Lottery, and Argosy Cruises

Sharon Nalley—Creative Director (30 Years’ Experience)

Sharon focuses her formidable creative skills on developing fresh and unexpected concepts that express the heart of a brand to its customers. She’s equally at home designing logos, concepting videos, directing photo shoots, or art directing print ads.

Clients: Sound Transit, Umpqua Bank, Pima Medical Institute, and Seattle Cancer Care Alliance

Steve Johnston—Senior Copywriter (37 Years’ Experience)

Steve has written and directed award-winning work for some of the top agencies and clients in the country. A rare strategically minded creative leader, he helps brands differentiate themselves through strong positioning and standout messages in the market.

Clients: Sound Transit, Umpqua Bank, Boeing, REI, and NHL Seattle

Meghan Heims—Senior Business Manager (15 Years’ Experience)

Meghan combines a background in fine art with agency experience, research, and project management. She’s known for leading engaging, successful, and memorable marketing campaigns and long-lasting client relationships.

Clients: MultiCare Health System, FICO, Argosy Cruises, Sound Transit, and Fare Start

Lauren Collins—Senior Strategic Business Manager (13 Years’ Experience)

Working across a wide range of industries on high-level marketing strategies and tactics, Lauren’s experience helps connect brands with their customers to drive desired results.

Clients: Pima Medical Institute, Seattle Southside Regional Tourism Authority, and Delta Dental

5© 2023 GreenRubino. All Rights Reserved.

Requirement ID-3 (Cont.)

Cathy Zhang—Business Analyst (7 Years’ Experience)

Coming from a background of marketing and information systems, Cathy is an expert in processes, timing, goals, and insights to help clients execute comprehensive marketing strategies to reach their business goals.

Clients: Seattle Southside, Pima Medical Institute, MultiCare Health System, and Umpqua Bank

Maria Schnepf—Paid Social Manager (6 Years’ Experience)

Maria’s experience comes from working with integrated advertising agencies on paid media, social strategy, and media buying teams. She is actively running full-funnel, multi-platform social campaigns for both awareness and performance marketing clients.

Clients: Delta Dental of Washington and Darwins Natural Pet Products

Kimanh Moreau—Web Services Director (29 Years’ Experience)

Kimanh has deep experience problem-solving and crafting custom solutions tailored to meet client-specific and user needs alike. She leads the web services team to ensure successful delivery of online experiences from concept to completion.

Clients: Sound Transit, Umpqua Bank, Pima Medical Institute, and Seattle Cancer Care Alliance

Alex Flack—Programmatic Media Manager (7 Years’ Experience)

Alex has worked in all major DSPs and is an expert in the Trade Desk, DV360, Yahoo, and the Amazon Advertising Platform. In her role as Programmatic Media Manager she is responsible for full-funnel campaigns across media types like Display, Native, OLV, CTV, and Audio.

Clients: Pima Medical, Umpqua Bank, and Delta Dental of Washington

Maria Morgan—Senior Digital Designer (8 Years’ Experience)

Maria delivers user experience and visual design that transforms complex user needs into compelling and intuitive online experiences. Maria always strives for quality design, consistently demonstrating a clean, thoughtful aesthetic that resonates with clients and audiences.

Clients: MultiCare Health System, Umpqua Bank, and Pasado’s Safe Haven

Jenn Hill—Subcontractor—Senior Graphic Designer (22 Years’ Experience)

Jenn approaches projects with an invigorated perspective. An artist first, she prides herself on her ability to combine business with an immense amount of creative energy and passion.

Clients: UW Medicine, American Red Cross, and Sound Transit

Althea Conyers Achem—PR Account Director (15 Years’ Experience)

Althea relishes in developing community awareness and effective promotional materials for her clients. Her ability to manage large projects and teams makes her a valuable asset to our PR team.

Clients: Sound Transit, Kinwell, Umpqua Bank, and MultiCare Health System

Emily Wilder—Business Coordinator (4 Years’ Experience)

Emily is a results-driven marketing professional with diverse industry experience, including water utilities, banking, government transportation, healthcare, and insurance.

Clients: Sound Transit, Kinwell, Umpqua Bank, and MultiCare Health System

Bob Bost—Production Designer (34 Years’ Experience)

Bob carries the project from concept through completion. His attention to detail, keen eye, and sense of design ensures that the high standards of the agency are flawlessly delivered.

Clients: Delta Dental of Washington, Umpqua Bank, and MultiCare Health System

6© 2023 GreenRubino. All Rights Reserved.

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

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

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

Requirement ID-4

Link to Web Portfolio: https://hello.greenrubino.com/des-category-1/

7© 2023 GreenRubino. All Rights Reserved.

Audience Analysis, Research, and Message Testing

Requirement ID-4.1—Pima

Pima’s Northgate campus leads and enrollments were lower than expected and not keeping on par with other campuses. GreenRubino was tasked with determining what could be impacting those leads and enrollments.

Methodology – Secondary Research

Our strategy began with an analysis of historical data of new students. We analyzed the two-year trends of new leads at this campus and subsequently followed those leads through the funnel to when the student actually started at Pima. Additionally, we looked at the same data for the Renton campus as a comparison pulling from a nearby market.

We also considered web analytics to better understand search behavior, conducting in-depth research of the Seattle market (for the previous five years to present) in order to understand growth patterns, demographic trends, and other market-specific nuances that would influence the leads and enrollments at Pima’s Northgate campus.

Methodology – Primary Research

GreenRubino conducted 51 one-on-one phone interviews with both students and non-students alike. Through the interviews, we identified randomly selected Pima students, non-Pima students who considered Pima, but chose a school other than Pima, and students that did not even consider Pima. We wanted to better understand potential students’:

• Motivations to attend school

• Considerations when selecting a school

• How, when, and where an individual was conducting research about possible schools

• Perceptions of Pima – why Pima or why not

Action Plan

Armed with both the primary and secondary analysis above, GreenRubino developed an omni-channel approach to reach potential students with creative and messaging that spoke to what they were looking for and reached them where they were looking.

8© 2023 GreenRubino. All Rights Reserved.

Requirement ID-4.1—Pima (cont.)

Messaging:

• Based on results from our market research, web analysis, and one-on-one interviews, we developed targeted messaging based on our specific audience. Our research indicated that many students were lacking confidence and were hesitant to go back to school, so we put together a strategy and messaging pillars for each need state.

• Since deciding to go back to school is both a considerable time and financial commitment, we wanted students to feel confident in their chosen program and in Pima. By recommending sharing student testimonials on the website and across social media, potential students could hear from their peers what the Pima experience entailed.

Resources:

• Potential students spend weeks to months to years researching going back to school.

By providing resources—via blog posts & social posts—Pima was highlighted as the resource these students were looking for, with topics like:

- Working and Attending School at the Same Time

- Reasons to Enter the Medical Field

- Time Saved is Money Saved

Students saw Pima as a source of truth and information for the questions they were asking.

Personal Outreach:

• Interview research indicated that many potential students were influenced by their high school career counselors and teachers. Empowering high school counselors with resources about Pima, participating in high school career fairs, and delivering presentations in science and medical classes, students can now access firsthand information about Pima from trusted sources.

• Pima classrooms are filled with top-of-the-line training equipment. Getting individuals in the door and experiencing Pima firsthand is key. In addition to the quarterly open house events Pima hosts, we recommended that they host a more casual “Take a Tour Tuesdays.” This would be a low-pressure opportunity for potential students to picture what their life at Pima could look like, plus see the Pima labs and classrooms in action.

9© 2023 GreenRubino. All Rights Reserved.

Requirement ID-4.1—Pima (cont.)

Redefining Staff Strategy:

• From filling out a form online to starting at Pima, there are numerous touchpoints to reach the potential student along the way. Initial interviews, testing, or financial aid—there are many ways for Pima staff to nurture the potential student to ensure they start at Pima feeling prepared.

- Staff Training: We recommended that Pima staff have product knowledge training, specifically regarding how to engage with high school students, compliance training, and conversion training.

- Outreach Strategy Improvements: We recommended that Pima utilize SMS messages to be more relevant to their particular audience (versus utilizing phone calls or emails). We also recommended that they create as personalized messages as possible, highlighting the potential student’s name and program interest.

Results:

Executing a multifaceted campaign that nurtured these prospects by alleviating their concerns and being relevant to their specific generational and market nuances, we were able to see an increase of leads and enrollments within six months of launch. With the success seen in this market, we implemented several facets of this campaign into other markets and saw growth across the board. (NOTE: the 6 months is estimated)

10© 2023 GreenRubino. All Rights Reserved.

Transcreation and Culture-Centered Messaging

Requirement ID-4.2—Pima

Pima has a high concentration of Hispanic students, and the San Antonio market has a higher Hispanic population. While Pima teaches classes exclusively in English, GreenRubino explored how to access the Hispanic population in an authentic way, while targeting the individual that would be successful with English spoken in the classroom.

Research:

This project began with conducting market research to better understand the Hispanic population in San Antonio. We also researched how other companies—both in and out of the category – were marketing to this population.