HalcyonNorthwestBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Halcyon Northwest, LLC________________________________ Type/print full legal name of Bidder

Bidder’s Address: 2693 Libbey Road, Coupeville, WA 98239__________________ 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: Washington______________________________ Type/print the state where the corporation, LLC, or partnership is formed – e.g., ‘Washington’ if domestic and the name of the state if ‘Foreign’ (i.e., not Washington)

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

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

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

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

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

X

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.

X

X

X 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

X

X

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 the following three (3) requirements:

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

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

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

OR

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

X

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

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

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: __Halcyon Northwest, LLC___________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: __President _________________ Title of person signing certificate

Date: __January 24, 2021_ _____________

___Katherine G. Boyd___________________ Print Name of person making certifications for Bidder

Place: __Coupeville, WA________________ 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: Halcyon Northwest, LLC

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Halcyon Northwest, LLC________________ Business Name 2693 Libbey Road____________________ Address Coupeville, WA 98239_________________ City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

604-097-531_________________________

Federal Tax ID No. (TIN):

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

82-0760207___________________________

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.

W2F0024143____________________

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: Katherine Boyd Email: katherine@halcyonnw.com Phone: 360-359-0199______________

Contract Administrator Name: Katherine Boyd Email: katherine@halcyonnw.com Phone: 360-359-0199

Sales Reporting Representative Name: Katherine Boyd Email: katherine@halcyonnw.com Phone: 360-359-0199______________

Sales Reporting Alternate Name: NA_______ Email:

Phone:

Management Fee Representative Name: Katherine Boyd Email: katherine@halcyonnw.com Phone: 360-359-0199______________

Management Fee Contact Alternate Name: NA_______ Email:

Phone:

Address for Enterprise Services to send management fee invoices:

Company name: Halcyon Northwest, LLC Attn: Katherine Boyd Address: 2693 Libbey Road City/State/Zip: Coupeville, WA 98239

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Katherine Boyd 360-359-0199 katherine@halcyonnw.com Consultant; Principal;

Contract Manager;

Business Manager mailto:katherine@halcyonnw.com

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:

Washington State Traffic Safety Commission (Target Zero) Wade Alonzo, Program Director 360.999.0842 walanzo@wtsc.wa.gov

Reference 2 – Change Management, if applicable

Contact & Title:

Phone:

Email:

Washington State Department of Transportation (TRACTS) Mike Dornfeld, WSDOT Traffic Operations 360.725.7288 dornfem@wsdot.wa.gov

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Reference 2 – Management and Business Analysis, if applicable

Contact & Title:

mailto:walanzo@wtsc.wa.gov

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

PURCHASE CARDS (I.E., CREDIT CARDS)

Please indicate which types of purchasing (credit) cards are accepted (note: any card fees must be included in the unit price of the bid): Not applicable.

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.

Katherine G. Boyd_______________________ ________________________ January 24, 2021___ Name, Title Signature Date

Name, Title Signature Date

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

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

CERTIFICATION

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

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

BIDDER NAME: __Halcyon Northwest, LLC_________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: ____President__________________ Title of person signing certificate

Date: ____January 24, 2021____________

___Katherine G. Boyd___________________ Print Name of person making certifications for Bidder

Place: __Coupeville, WA_______________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Halcyon Northwest, 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)

Areas of Service Our company was founded in Washington State in 2014, and provides business consulting services in project management, facilitation, and qualitative research. We serve governments and non-profits. We specialize in change management for large-scale, diverse teams and coalitions, including executive leadership, program managers, subject matter experts, data analysts, and others to produce positive, successful outcomes. These teams have spanned multiple levels of governments – state, local, federal, and tribal, as well as non-profit and private partners.

Our company’s capabilities include:

Project Management. From initiation through close, we help you plan, execute, and monitor your projects using Project Management Professional (PMP) best practices. We have experience with both traditional and Agile project management. We specialize in managing large-scale, diverse teams.

Change Management. We ensure that the changes developed during the project are successfully adopted by the organizations, divisions, and teams working on them. We support our clients in growing a culture of leadership for effective, ongoing change.

Meeting Facilitation. Sometimes an organization needs a crucial conversation to tackle a major change. We work with clients to carefully plan and lead these conversations, so they can move forward as an organization with a shared sense of purpose.

Qualitative Research. We will help our clients research the needs of their customers, stakeholders, and employees, so they can implement informed and effective changes. We have experience with interviews, surveys, and literature reviews.

Strategic Planning. We help you set goals, analyze data, evaluate strategy, build coalitions, and plan based on the most effective paths.

Process Improvement. We help you build optimal business practices and mentor your staff so that continuous process improvement is built into your organizational culture.

Administrative Support. To successfully manage contracts, we are experienced in negotiating contracts and scopes of work. We also have a dedicated staff member for fast and accurate invoicing.

Customer Base The firm has provided services to government agencies and non-profit organizations throughout our existence. Our customer base in the last five years has been composed primarily of Washington State agencies and has included multiple project management, change management, and business consulting contracts with three state agencies. During these contracts, we have worked directly with seven other state agencies in delivering our services. We have also had clients from the non-profit and local government sectors.

A 2020 independently conducted study of our Washington State clients found:

100% of our clients say they would work with us again.

Our clients feel that hiring our company dramatically increased the pace of their projects and the quality of their work.

Our clients think that we’re an incredible value for the work that we do.

Our collaboration and ability to make every voice heard is one of our strengths.

Contents

- Areas of Service, p. 2

- Customer Base, p. 2

- Capability, Stability, and Strength of Bidder’s Organization, p. 3

- Team Org Chart, p. 3

- Meet Our Team, p. 4

Capability, Stability, and Strength of the Bidder’s Organization Our company has developed, maintained, and grown relationships with experts and consultants in Washington State and the U.S. to provide the highest-quality services to our clients. In addition, we have never been removed from a project due to lack of responsiveness or been subjected to disciplinary action. Our company has had five years of continuous general liability insurance with no claims and three years of errors and omissions insurance with no claims. We will be able to bring our current levels of insurance up to those required by this contract. Our company currently has no debt and has been profitable for four of the previous five years; in 2020, we used reserve funding in order to expand so that we could be competitive for larger scale projects, including this master contract.

Team Organization

Hand-Picked Team of Specialists As a small firm, our company approaches each project by building the most effective and customized team for each client’s needs. That’s how we match expertise to clients’ needs, promote creativity among our team and clients, and provide meaningful partnerships so we can get the work done in unparalleled fashion. Each member of our team in this proposal has been chosen for their years of experience, educational background, credentials, and commitment to continuous learning and improvement in their fields.

In addition, we have on our team experts in change management whose approaches reflect non-White and other non-dominant paradigms within society. We believe that effective change management within organizations often reinforces important social changes as well.

Our team for the DES Master Contract – Change Management was crafted to provide Washington State with the highest level of expertise, efficiency, and creativity to reach your change management goals. Our team members are senior professionals highly experienced in their fields. We each have over 10 years of experience in one or more of the specialties requested in the Change Management scope of work.

Throughout our careers, our success has been built on our ability to collaborate, to team effectively and rewardingly with people from many different professional backgrounds and industries, and to build on the expertise of our teammates to provide the best possible solutions for our clients. We are committed to the success of Washington State, and intend to perform this work throughout the duration of the contract.

While we all bring different experiences and approaches to the table, we all have many years of experience as change managers, strategic planners, and process improvement specialists. Our team has built-in redundancy for management and strategizing roles; this means that other team members can seamlessly step in if someone is unavailable.

Finally, for the master contract, the state requires a team of professionals who can react quickly to a variety of projects, both in size and complexity. Our team has the experience to work on this range of change management project types, from wholescale organizational change to smaller-scale changes such as implementing a new work application. We will be available to agencies statewide, and we are familiar with working with large, complex organizations as well as smaller offices in need of change.

Contract and Team Management Our highly experienced consultants have all had many years of working on change management teams and can seamlessly work with other professionals.

Our teams will be based on the needs of the agency, but each team will be led by two seasoned consultants, including the principal of the firm, Consultant A, who is a PMP-certified project manager with 15 years of Washington-state project management experience. She is adept at managing multiple projects and teams at once, and her primary clients have been state agencies.

Team Lead Consultant A will use PMP best practices to ensure smooth project initiation and planning, to execute, monitor and control for smooth operation, and to perform a detailed close-out process. She will ensure quality assurance and will provide general oversight and additional team members as needed by the contract.

Deputy Team Lead Consultant B is a business consultant who advises companies of all sizes on strategies for market entry and sustainable growth. He builds and manages client, company, agency, partner, and community relationships. Over his career he has spearheaded and coordinated delivery of comprehensive business consulting services, including to 50 DBE firms as subcontractor on a recent state contract.

Meet Our Team CONSULTANT A | PRINCIPAL | TEAM LEADER; CHANGE MANAGEMENT SPECIALIST; STRATEGIC PLANNER Consultant A is the owner of an OMWBE-certified WBE/DBE Small Business, a PMP-certified project manager, a Certified Change Management Specialist (CMS), and a certified mediator for dispute resolution. An experienced change manager working for public agencies, she has a master’s degree in public administration, six years of experience as a contractor with Washington state, and 10 years of experience as a former employee of Washington State. She understands Washington government well.

Here is what our state clients had to say about Consultant A from a 2020 Customer Satisfaction Study

“[Consultant A] is my benchmark of what a good contractor is.”

“I’m in awe of her ability to stay on task, catch everything that’s going on, and manage all the projects she’s working on.”

“[Consultant A’s] approach is not going to be the same thing as what the next person did, it's going to be unique to what our needs are and what we're looking for. And she knows the right questions to ask for that piece.”

CONSULTANT B | DEPUTY TEAM LEADER; CHANGE MANAGEMENT SPECIALIST

Consultant B is a business advisor who holds a bachelor’s degree in business management and is a member of the National Association of Minority Contractors and Tabor 100. He served as Project Manager for a recent DBE Supportive Services Program contract.

CONSULTANT C | CHANGE MANAGEMENT SPECIALIST

Consultant C is a national practitioner of change management and enterprise transformation. A Prosci® Certified Change Practitioner, he has worked with public agencies and private companies across all sectors to incorporate change by developing initiatives that increase efficiency, reduce costs, and lead to operational excellence. He recently guided a world-class manufacturing company through an enterprise-wide change proposal by assessing current performance and developing strategies that included digital transformation.

CONSULTANT D | CHANGE MANAGEMENT SPECIALIST; RACE, DIVERSITY, EQUITY, & INCLUSION SPECIALIST;

STRATEGIC PLANNER

Consultant D is a Race, Diversity, Equity, and Inclusion expert and an African American grassroots community leader, consultant, facilitator, and trainer. He works to explore culturally responsive impacts for systems change and organizational development in the development, design and delivery of Race, Social Justice, and Inclusion (RSJI) initiatives and leads from a depth psychology perspective: how culture impacts the ability of an organization and its staff to provide the best services to staff, work partners, clients, and communities.

CONSULTANT E | CHANGE MANAGEMENT SPECIALIST; GENDER EQUITY SPECIALIST

Consultant E is a Diversity, Equity, and Inclusion (DEI) expert with a focus on intersectional gender equity. She has trained and collaborated with some of the most cutting-edge intersectionality researchers globally and has led research-focused DEI projects in the startup world, in coworking spaces, for tech events, in the sports industry, and more. Her firm is a WBE- and LGBT-owned small business in Washington.

CONSULTANT F | PROCESS IMPROVEMENT SPECIALIST

Consultant F is a continuous improvement leader with deep expertise in Six Sigma and Design for Six Sigma (DFSS), Lean, Change Management and Program Management. Strengths include cross-functional team leadership, extensive technical experience, improvement methodology training and mentoring, facilitation of complex improvement efforts to closure, and ability to quickly diagnose problems and to define and implement effective solutions.

CONSULTANT G | PROCESS IMPROVEMENT SPECIALIST

Consultant G is a process improvement consultant with more than 20 years of experience in leveraging Lean concepts and Organization Development, including a Lean Six Sigma Master Black Belt from the Management and Strategy Institute. He has a talent for bringing together diverse groups to identify priorities and to ensure buy-in for transformation efforts. His specialty is in coaching staff and leaders to excel in their roles and to continuously seek excellence.

CONSULTANT H | PROCESS IMPROVEMENT SPECIALIST

Consultant H is a multilingual process improvement consultant who works with organizations to create value, improve customer processes, and increase revenues by developing high-performance teams. A certified Lean Six Sigma Black Belt, she employs and exemplifies the thinking, skills, tools, and practices of operational excellence, Lean process improvements and ISO 9001 to meet business and customer requirements and growth targets.

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

The following two project descriptions have been edited to remove details that would identify the agencies involved.

Project 1 / Reference 1 – Change Management

Strategic Plan for large-scale Washington State Initiative Our company led an 18-month-long project to develop a strategic plan for a major, high-profile Washington State initiative. This data-driven strategic plan, written by and for policy practitioners, is intended to guide the state's efforts on this initiative for a three-year or longer period.

The project involved over 100 federal, state, regional, local, and tribal governments, as well as non-profit, advocacy, and business groups. This was the fifth iteration of this 20-year-old plan. The plan adapts and evolves over time, promoting both time-honored best practices, as well as new approaches emerging from technology and social changes.

Our company provided strategic planning, project management, meeting facilitation, qualitative research, writing and editing, design and formatting, and conference planning for the project. In keeping with the initiative’s ethos, we promoted a collaborative spirit and a focus on an overarching shared goal. During this project, we worked with employees from six other state agencies.

A. Goals of the project

1. Update the strategic plan.

2. Bring together stakeholders and partners to create an updated data-driven plan that focuses spending on the highest priority factors in order to eliminate these [types of deaths and injuries] in Washington State.

3. Complete the update, document the process used for the update, and memorialize lessons learned for future reference.

B. Scope of the project

1. Produce an updated strategic plan, ensuring appropriate stakeholders are involved and informed throughout the process.

2. Publish printed and electronic versions of the updated publication.

3. Evaluate the update process using self-assessment criteria in federal guidance.

4. Develop strategies for an implementation element to the plan.

5. Establish a connection between the plan and state target setting.

6. Document the update process to allow for future replication.

7. Document specific lessons learned during the project for future reference.

C. Actions taken to achieve the goals

1. Project Management. Consultant A brought a rigorous PMP best-practices approach to the management of the project. The team created a charter and a communications plan; meanwhile, monthly reports tracked milestones/deliverables, risks, opportunities, and lessons learned. She and her assistant project manager also led the creation of a new Communications Team, which client staff eventually took over and continued past the end of the project.

2. Facilitation. Consultant A and her assistant project manager coordinated monthly project team meetings of around 20 people, quarterly steering committee phone-in meetings of around 15 people, and monthly co-sponsor meetings that included around five people. This facilitation work included agenda development, note-taking, and a formal decision process. The meeting focuses

Size of agency:

Client agency is ~20 people.

Length of time:

April 2018 - September 2019

Contents

- Project 1 / Reference 1, p. 6

- Project 2 / Reference 2, p. 8 were providing information, getting groups to give clear guidance for the plan, and clarifying decisions and intended outcomes. Consultant A also regularly reached out to steering committee members who missed meetings in order to keep them apprised of progress and to get their agency’s high-level input on strategic planning.

3. Writing and Editing. The team served as lead editors and writers for the strategic plan. They edited chapters prepared by subject matter experts and wrote several chapters. This work focused on standardizing chapter contents, consistently promoting the most useful immediate countermeasures, and finding a common voice.

4. Design and Formatting. The team designed and formatted the strategic plan, including all graphs and charts. In addition, the team created agenda, report, and presentation templates that fit the initiative’s brand, and used those throughout the project.

5. Qualitative Research. Our team conducted multiple research studies during the project and provided reports on the outcomes of the research. Studies included:

User survey Stakeholder interviews Conference event that included in-conference surveys and post-conference customer experience survey Literature review of the other state plans to inform implementation of the plan Survey of local elected officials

6. Conference Planning. The team planned and facilitated the Partner Meeting, a one-day event designed to share information on key issues, solicit stakeholder feedback, and build a shared sense of purpose for the strategic plan. Over 200 people representing 100 organizations attended the event, which included six breakout sessions on emerging state topics. The team used a polling tool, Poll Everywhere®, to collect input and share it in real-time with the audience. Consultant A provided a final report showing all input received from the Poll Everywhere® tool and an updated final report detailing how this input had been used to inform the content of the strategic plan.

D. Results

1. Plan. We delivered a complete final draft of the \ strategic plan. The sections are grouped by major types of fatality/injury causes, and the chapters within them are prioritized by the highest number of deaths and serious injuries. Each chapter explores the cause in depth, examines the data for root causes, and describes the highest-priority interventions for the coming 3 to 5 years.

Following the completion of the project, the governor signed the plan, and it was printed and published. It will be used to set strategy and allocate resources for the next 3 to 5 years.

2. Strategic Planning. We used goal setting, analysis, and strategy formation to develop the plan.

Following the end of the project, the client agency continued with strategy monitoring and implementation.

3. Group Cohesiveness. More than 300 people, representing 100 federal, state, regional, local, and tribal governments, non-profits, advocacy groups, and companies, contributed to the development of the plan and agreed with the final content. We listened, incorporated ideas, and ensured their commitment to the plan.

4. Priority Goals. Coalesced coalition leadership around three overarching priority goals to focus on in the next three to five years; work is currently underway on legislation and policy changes for those three goals.

E. Close-Out process We performed a detailed close-out process, including lessons learned, documenting the update process, succession planning, and a retrospective with the sponsors.

Project 2 / Reference 2 – Change Management

Data System Replacement for a department in a large Washington State agency Our company served as the project manager and change manager on this project to replace a 20-year-old data system that tracks statewide small-scale projects with updated technology. She developed a feasibility study business case for the project. She has successfully led the project from initiation, through the execution and monitoring/controlling of the work. The project launched Phase 1 October 2020, one month late due to COVID-19 furloughs, and backlog features will be developed throughout 2021.

A. Goals of the project

1. Develop and deploy the Minimum Viable Product (MVP) by September 2020, using Agile project management.

2. Build a project environment based on trust, honesty, and respect among statewide participants, Headquarters (HQ), and the Information Technology (IT) office.

B. Scope of the project

1. Replace aging data system; launch new system and decommission old system.

2. Provide change management to ensure the successful adoption of the MVP.

3. Ensure that the MVP meets business requirements elicited during the project, has long-term stability, and can be evolved for future needs of the office.

C. Actions taken to achieve the goals

1. Feasibility Study / Business Case. Conducted ~30 stakeholder interviews and conducted other independent research to develop a feasibility study for the project. This research included baseline data for the user experience with the then-current (now retired) application, which averaged out to neutral–neither satisfied nor dissatisfied. Consultant A presented the findings to the division leadership and they approved the project to go forward.

2. User Guidance Team. Consultant A developed and cultivated a user guidance team (UGT), representing all six regions and the HQ office, that met weekly throughout the course of the project. Prior to COVID-19 restrictions, the UGT also met quarterly for longer requirements-development meetings. Consultant A worked to identify members who were both experienced with the office and enthusiastic about change, and she gave them authority to drive the development of the new application. This autonomy helped ensure change management success.

These members also acted as liaisons with users in their regions in order to share developments and build support for the new application.

3. Communication. Consultant A kept in regular contact with the project sponsor through weekly meetings to discuss project developments. She kept the project sponsor informed of risks to the budget and schedule during the agency’s recent COVID-19-related budget reduction exercises. She and the sponsor also held quarterly meetings with the UGT members for each region, to get their unvarnished feedback on the project and the application. She also attended quarterly meetings of the project steering committee to advise them on progress on the application and key upcoming milestones, such as the MVP launch.

4. Agile Project Management. Consultant A led a project team of three developers, one data modeler, and three users to develop the features using Agile project management. She initiated the project, including a detailed, signed charter and related project planning documents. During the project, she executed and monitored the work. She used a Quality Management Plan to ensure quality assurance and control throughout the project. She led and facilitated weekly

Size of agency:

6,700 people. Division has 250 staff, about 200 of whom were directly affected by this project.

Length of time:

2017 - present meetings with the project sponsor, project team, and UGT. She also identified initial and new risks and risk responses and monitored those risks until they were no longer risks. She provided monthly reports to the agency’s Project Management Office (PMO).

5. Requirements Development. Worked successfully with UGT members to elicit project requirements to ensure, through iterative Agile development, that features were developed to specification. Meetings began in person and moved to virtual during COVID-19. During the meetings, UGT members, program developers, data modelers collaborated to determine business requirements and deliver features designed to those specification.

6. Testing. Developed a Testing Team of users who were not UGT members to test new features before being released to all users. This group represents other interested parties who did not have the enthusiasm, time, or experience to serve on the UGT. This involvement harnessed their interest, brought them into the change management project, and used their analytical skills to find bugs early.

7. Training and Coaching. Consultant A led two series of trainings in September and October 2020 for all users, grouped by region, to 1) announce the new application launch and share the link to the test version, and 2) provide full training on the new application and answer questions from users.

D. Results

1. Plan Launch. The MVP launched…