IntegratedSolutionsBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Integrated Solutions Group, LLC (ISG) Type/print full legal name of Bidder

Bidder’s Address: 2233 Nut Tree Loop SE, Olympia, WA 98501 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

OR

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

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

OR

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

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

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

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

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

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

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

OR

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

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

NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

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

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

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

OR

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

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

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

RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet 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 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: Integrated Solutions Group, 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: 1/24/21

John Anderson Print Name of person making certifications for Bidder

Place: Olympia, 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: Integrated Solutions Group, LLC (ISG)

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Integrated Solutions Group, LLC Business Name 2233 Nut Tree Loop SE Address Olympia, WA 98501 City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

603-497-635

Federal Tax ID No. (TIN):

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

47-3816959

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

(OMWBE)?

Yes No If yes, provide MWBE certification no.

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

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

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

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

Yes No If yes, provide WSDVA certification no.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: John Anderson Email: John.Anderson@isg-nw.com Phone: 360-970-4414

Contract Administrator Name: Tom Boatright Email: Tom.Boatright@isg-nw.com Phone: 360-915-3965

Sales Reporting Representative Name: Dillon Mullenix Email: Dillon.Mullenix@isg-nw.com Phone: 360-789-4847

Sales Reporting Alternate Name: John Anderson Email: John.Anderson@isg-nw.com Phone: 360-970-4414

Management Fee Representative Name: Dillon Mullenix Email: Dillon.Mullenix@isg-nw.com Phone: 360-789-4847

Management Fee Contact Alternate Name: John Anderson Email: John.Anderson@isg-nw.com Phone: 360-970-4414

Address for Enterprise Services to send management fee invoices:

Company name: Integrated Solutions Group, LLC Attn: John Anderson Address: 2233 Nut Tree Loop SE City/State/Zip: Olympia, WA 98501

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

John Anderson 360-970-4414 John.Anderson@isg-nw.com Overall

Tom Boatright 360-915-3965 Tom.Boatright@isg-nw.com Management / Business Analysis

Dillon Mullenix 360-789-4947 Dillon.Mullenix@isg-nw.com Management / Business Analysis

Gena Cruciani 253-376-0439 Gena.Cruciani@isg-nw.com Change Management

Jennifer Rosales 360-480-8479 Jennifer.Rosales@isg-nw.com Organizational Development

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:

Washington State Consolidated Technology (WaTech) Jim Weaver, Director, WaTech 360-407-9150 James.Weaver@watech.wa.gov

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Retirement Solutions (DRS) Amy McMahan, Director, Project Management Office 360-664-7307 Amy.McMahan@drs.wa.gov

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Dept. of Social and Health Services (DSHS) Bill Moss, Assistant Secretary 360-951-0701 Bill.Moss@dshs.wa.gov

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Consolidated Technology (WaTech) Scott Barringer, Assistant Director, Computing Services 360-407-7991 Scott.Barringer@watech.wa.gov

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Corrections (DOC) Karen Yandle, Chief Information Officer 360-890-2428 kayandle@DOC1.wa.gov

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Consolidated Technology (WaTech) Mark Quimby, Deputy Director, Technology and Operations 360-252-9900 Mark.Quimby@watech.wa.gov mailto:James.Weaver@watech.wa.gov mailto:Amy.McMahan@drs.wa.gov mailto:Bill.Moss@dshs.wa.gov mailto:Scott.Barringer@watech.wa.gov mailto:kayandle@DOC1.wa.gov mailto:Mark.Quimby@watech.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):

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

John Anderson, President 1/24/21 Name, Title Signature Date

Gena Cruciani, Principal 1/24/21 Name, Title Signature Date

Tom Boatright, Principal 1/24/21 Name, Title Signature Date

Dillon Mullenix, Principal 1/24/21 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: Integrated Solutions Group, 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: 1/24/21___________________

John Anderson _________ Print Name of person making certifications for Bidder

Place: Olympia, WA Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Integrated Solutions Group (ISG)

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

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

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

Our firm is a highly regarded, regional Advisory Consulting firm based in Olympia, WA. We have a growing customer base of Washington State agencies and regional/county organizations. We collaborate with Washington leaders and their staff to address complex issues facing state government.

We provide relevant, actionable advice that often results in repeat business within a full spectrum of business and IT consulting services. Our firm’s success is based on our results-oriented approach that is adaptive and responsive to each client’s unique needs. We listen to our clients, collaborate to understand their business needs, then identify viable, practical solutions that are actionable, tailored, and responsive. We are equally comfortable and successful in supporting both small and large agencies and have extensive experience with multi-agency initiatives.

We know the unique cultures, processes, personalities, and policies of Washington State. We understand the requirements of the authorizing environment and have an excellent reputation based on successful outcomes. Whether providing organizational development, change management, or management and business analysis services; we collaborate with our clients to identify the underlying problem to be solved, assess options based on industry best practices, and formulate strategies and plans for accomplishing the agency’s goals and objectives. We typically work in challenging environments where transformation drivers are complex and standard methodologies or industry tools may fall short without further tailoring and adaptation. Based on insight gathered through decades of practical, first-hand experience, we collaborate with our clients to apply tools and methods resulting in unique, responsive solutions. Our clients’ response to our approach to solving complex business problems has been phenomenal, with 75% of our current contracts resulting from repeat business.

Our firm is successful first and foremost because of our team. Our brand of consulting compels us to listen first, empathize always, stretch constantly, focus on solutions instead of obstacles and above all make a difference for our clients with each engagement, large or small. Our team is intentional about investing time on assessing, comprehending, and recommending practical solutions for our clients to resolve a wide range of business, organizational and technology related problems. Our services often evolve to respond to the ebbs and flows our clients face every day. We work diligently to earn a “seat at the table” where the challenges are discussed and ultimately resolved. We know and fully embrace that our credibility is based on operating in trust and respect with everyone in the organization, and our team stives to uphold those ideals in every interaction. We are a proud Washington Small Business whose clients have come to expect a depth and quality typically associated with national firms with the added benefit that our firm brings a deep understanding of what works in Washington State.

More than 70% of our current portfolio is within the three service categories of this procurement. Our services range from executive coaching, strategic planning, and roadmap development, to large-scale change management, business process improvements for affecting change, and all stages of IT project analysis, strategic planning, management, implementation, and operations. Our team members are excellent communicators and have experience working with constituencies of our client base including vulnerable populations, service providers and strategic business partners. Our recommendations and reports are easy to consume and act upon by all levels of the organization.

In the past five years, we have provided the following services supporting agency transformative initiatives:

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

1. Strategic planning to address operational business transformation and modernize aging technology portfolios.

2. Coaching and mentoring of executives and managers to lead change within their organizations;

coaching of operations teams to make solutions sustainable.

3. Change management strategies and plans for affecting agency-wide change in concert with transformational programs and system development.

4. Benchmarking and analyzing “as is” processes with targeted performance improvements for measuring outcomes with stabilization plans and services to monitor and reinforce the change.

5. Requirements and alternatives analysis, market research, feasibility, proposal development and procurement management, contract negotiations and vendor performance monitoring.

6. Project planning, management, and implementation services for delivering programs and technology to meet business needs.

Our Customer Base Our firm currently has contracts with 16 state and county governments in Washington for a total of 28 different initiatives spanning a full spectrum of business consulting services. Our firm has extensive experience in health and human services, financial/administrative, public safety, environmental, and technology sectors. We have a deep expertise in planning and implementing change associated with IT solutions. We led an engagement that was rated as one of the best of its kind based on customer satisfaction surveys compared to similar solutions nationwide. This program involved collaboration with several state agencies in delivering a first of its kind product under a very compressed schedule.

Our firm is often engaged to support business transformations enabled by complex IT endeavors. We have supported our clients through large transformation efforts including several of the largest application initiatives in state history by integrating change management with project management. We are equally comfortable working with smaller boards, commissions, and separately elected organizations as our services are adaptable and scalable to each situation. Every engagement, every client gets the best our firm has to offer.

The following is intended to provide an overview of our firm’s organizational development, change management and analysis capabilities based on a cross-section of engagements in the last five (5) years:

1. Coached leadership of a state agency in crisis due to budget deficit and lack of customer confidence resulting in adoption of a clear agency vision and value proposition for supporting customer needs; continued with coaching and management analysis for prioritizing and executing initiatives that stabilized the agency, created a budget surplus, and increased leadership influence.

2. Provided coaching and business analysis to streamline supply chain processes; and supported optimization of upgrades for a mission critical state IT system reducing the time to production for much needed enhancements and corrections from 14 months to 8 weeks, an 85% reduction.

3. Supported a state agency through executive coaching and strategic planning to prepare the organization to modernize its financial system; developed a strategic roadmap, completed a feasibility study including financial analysis, developed an agency-wide plan for organizational change management (OCM), advised on Project Management Office (PMO) processes, and optimized operations enabling the agency to secure funding and initiate the multi-biennial effort.

4. Provided OCM strategic planning and execution for a multi-agency transformation effort due to potential federal sanctions; resulted in cultural shift and alignment with adoption of new business

Exhibit C - 2 – Bidder Response Sheet / 01620-Business Consulting Services processes and technology tools by multiple stakeholder groups savings $200 M in federal funding annually.

5. Advised a state agency to develop and adopt a revised implementation and procurement strategy and stand up a Project Management Office (PMO); mentored executive and team members resulting in successful launch of a multi-agency transformation initiative that had been stalled.

6. Elicited business and technical requirements, identified business process improvements, and authored an RFP to replace a critical financial payment module accelerating the state agency’s readiness to re-procure and realize identified business outcomes.

7. Assisted a state agency with a gap analysis and development of operational staffing models, business process improvements, and standard operating procedures (SOPs) to operate a major customer support call center to support transition to a new external-facing payment system.

8. Completed alternatives analysis, market research and Feasibility Study for modernizing two financial systems, a licensing and enforcement system, two public safety systems, and a records management system, all of which facilitated approval by the authorizing environment.

9. Analyzed operational contracts, comparing similar contracts in other states; identified changes that were negotiated with the vendor resulting in $2M cost savings annually for taxpayers.

10. Provided executive coaching for governing a multi-agency solution, researched lessons learned from other states, developed business and technical requirements, cost estimates and a 7-year implementation roadmap resulting in selection of a lead agency and informing funding requests.

Our Approach Our firm’s philosophy is to partner with our clients, mentoring, coaching, and collaborating along the way to assess, analyze, strategize, and implement solutions that are scaled to the organization and have the highest likelihood for solving the business problems at hand. We focus on incremental, iterative improvements that achieve quick wins so that our clients gain confidence, apply lessons learned, and build on success. We listen to our clients and bring a partnership of mutual respect, along with advice and solutions that work. Based on our track record helping our clients succeed, 75% of our current engagements are due to repeat business while the other 25% have been awarded in the last 12 months.

Our approach is to spend time upfront in every engagement to ensure we understand the organization and environment along with the root cause of the problem to be solved. During initial discovery we work with our clients to assess available data, surveys and/or observations to clearly understand the business environment, internal and external stakeholders, and technical ecosystem. Ultimately, we apply our assessment and analytical skills to address the root cause of the problem, so the recommended solution is tailored, works in the environment and is more likely to succeed. We often find the assumed cause or driver for the problem to be solved may be something different than originally thought. We find that working side by side with our clients to gain a full understanding of the agency, its culture, goals/objectives, and stakeholder desires upfront give us the appropriate insight to ensure successful engagement outcomes. We also believe our success with securing repeat business is because we take the time upfront to understand each client. Our clients often say, “They get us.”

Our Services Based on our broad background and consulting expertise, our firm is responding to all three (3) service categories in the DES solicitation. At a more granular level, our firm’s services include the following:

• Advisory consulting, including strategic planning, roadmap development, and business requirements analysis

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

• Business Model Canvas, including customer needs identification, assets and resource strengths, financials including cost optimization and revenue generation, and value proposition generation

• Project Management and Project Management Office (PMO) coaching and implementation

• Business process management, including optimization, mapping, and Lean methodologies

• Executive coaching and mentoring on project execution, leadership, and managerial skills, setting vision, fostering culture, and communicating at all levels

• Staff skills development, including skill surveys, methodology training, and results improvement to support specific goals and increase team effectiveness

• Workshop facilitation, providing interactive environments to facilitate learning, identify needs, prioritize efforts, and define solutions

• Team development from forming, storming, norming to highly performing

• Process transformation, including Agile development and coaching

• Market research, alternatives analysis and Feasibility Study development

• Change Management including Prosci’s ADKAR® methodology

• Stakeholder engagement and communication; governance model creation

• RFP development, Decision Package authoring, procurement, contract, and vendor management

• Data analysis, benchmarking, and performance monitoring

• Operational support, including service desk optimization and ITIL® implementation

Our Team Founded in 1986 as a sole proprietorship then converting to a Limited Liability Corporation in the last 5 years and growing to 14 staff, we pride ourselves on providing practical, executable solutions for our clients. Our four principals, including our original founder and president, take a role in every project to ensure our firm adds value and provides quality services in every engagement, no matter the size.

Our principals have established a culture of excellence, diversity, inclusion, and public service. All of our team members live in South Puget Sound and are caring members of the community. Our team composition reflects the communities in which we live with women in ownership roles, women and veterans in senior leadership roles, and multi-cultural team members. Our commitment to quality services and excellence is evident based on the number of repeat engagements with a core number of state agencies along with our growing reputation and expanding client base.

Our staff are well-respected, senior-level consultants, some with fortune 500 leadership backgrounds and others with direct state agency leadership experience. This combination of knowledge and expertise gives us an ideal blend of industry best practices combined with the ability to adapt solutions, so they work within the unique environment and culture found within each client’s organization.

We encourage a company culture of continuous process improvement and learning with support for on-going training and certification. Our members possess industry-valued certifications including Project Management Professionals (PMP), Prosci ADKAR®, Lean, Agile and ITIL certifications.

We are proud members of our community and treat each client and engagement with professionalism, accountability, and integrity. Our firm is committed to ensuring Washington’s most vulnerable residents get the services they need, businesses thrive, and taxpayers get the expected value and benefit from every contract.

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

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

Project 1 / Reference 1 – Organization Development Our firm worked with leadership of a state agency that was in turmoil. New leaders combined with historical performance issues and stakeholder criticism created an environment in need of change.

Cultural obstacles, including distrust and complacency, were immediate challenges for the new agency Director and their leadership team.

Engagement Goals For the newly named agency Director new to the state and the agency, the immediate goals were to assess the capabilities, challenges, and gaps in their leadership team and to craft a mission and goals for the organization that would meet the needs of customers and constituents. Through observation, facilitation, and an interactive dialogue; our firm endeavored to build a foundation for performance in both leadership and management with the Director and the agency’s leadership team. Urgent priorities included building a collaborative, cohesive team environment among the Director’s management team and engaging employees in building a vision they wanted to be a part of.

Program Scope Our engagement included bi-weekly individual coaching with the agency director and members of the management team, participation in management team meetings, and facilitation of leadership forums.

Topics for the forums included establishing strategic direction for the agency as well as establishing a positive culture for the management team. Focus areas for coaching and meeting participation included embracing the strengths and potential of each leadership team member, and positively impacting performance and impact of key leaders.

Actions Taken to Achieve the Goals We started with a 360-style approach to assess the cultural strengths and challenges of the organization, leveraging feedback from customers and external stakeholders, peer input, and feedback from key leaders and direct reports. We defined specific outcomes for the actions (genericized for this response):

Beginning with a three-part forum to understand the voice of the customer, our firm captured needs and expectations of this key constituency. From these customer forums, we captured a Value Proposition statement for engaging the agency leadership team in a discussion on the agency mission.

A challenge for the new director: of the ten leadership roles, only two had tenure of more than a year, and only five had worked at the state for more than four years. The amount of change at the leadership level was an important influencer to trust, collaboration, and effectiveness of the team, particularly

Target Outcomes:

Based on our firm’s understanding of the agency and its customers, interpretation of the data analysis and experience with organizational transformation, target outcomes include:

1. The agency would have a sustainable, clear path to continue executing on the budget mandate

2. The agency would be seen as a trusted partner, establishing positive customer relationships with valuable customer services and solutions

3. The agency would, in both the near term and long term, deliver on sustainable, differentiated value for existing and future customers

4. Agency employees would have a clear understanding of precisely how to add value for its customers

Exhibit C - 2 – Bidder Response Sheet / 01620-Business Consulting Services given the agency staff had an average of 15 years in their role and more than 22 years working for the state. The chasm between the managerial team and the agency staff was profound.

We knew we needed this team to act as change agents within their division, so we first had to get them acting like a team. We established ground rules for leadership meetings – including being present and engaged, and disagreements were to occur within the room; outside the room, the team would represent consensus. The cultural change took discipline – we had to physically close computers and confiscate phones – and it took buy-in. The agency managers had practiced self-preservation, looking to insulate their group from the criticism aimed at their peers. We had to practice a new language – “we” rather than “you”, “us” rather than “them”. Putting all of the organizational roles on the board, we moved the pieces around to emphasize connections between organizational functions and the benefits of collaborating. A new organizational structure emerged, creating alignment between the teams, and leveraging the strengths and scope of each team to the maximum value for the agency.

We have had some hard dialogues, including learning to listen to disparate points of view and voicing conflicting opinions in a constructive way. Our firm used surveys and collaborative games to highlight the diverse perspectives and priorities of the individuals in the room and searched for common ground to draw the managers together into a unified team. We took a retreat approach with the leadership team, dedicating three-hour sessions to work through topics. We used leadership profile tools to educate the director and their staff about strengths and preferences, challenging them to embrace who they are naturally while understanding how best to operate within a team. We discussed change management, acknowledging the phases of adoption from awareness through acceptance to commitment, and looked at the various “exit ramps” of the change curve that can stymie an organization. Each leader took ownership of their place on the change curve with respect to the agency’s transformation.

Size of Company Our client is a mid-sized agency with 400 employees and annual budget of $150M.

Project Duration Our firm provided Organizational Development services starting late 2018, with the majority of the work concluded in the first 12 months. Bi-weekly leadership coaching and feedback sessions continue.

Project Results and Outcomes Acting as a unified leadership team under the new agency director, the agency aligned on a single mission and vision and rallied around a common set of guiding principles. The director earned the respect of their team, navigated through several additional leadership changes, and has begun building a voice of influence internally and externally. The organization had three common measures of success: be reliable, be responsive, and be predictable. In part due to the positive cultural and leadership work, the agency was able to respond to the needs of peer agencies when the COVID crisis hit the state. More work is to be done to maximize the potential of this leader and the leadership team, but the individuals have a better understanding of themselves and each other and are equipped with tools to continue to lead and drive change.

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

Project 2 / Reference 2 – Organizational Development Our client, an executive-cabinet level state agency, grappled with how to lead the organization through modernization and replacement of antiquated technology. The agency culture was stable, healthy, and capable of maintaining the existing way of doing business but pivoting to more innovative service delivery was a challenge. We partnered with agency leadership to lay out a strategy focused on measuring the organization and customers appetite for change, assessing the capability and capacity for executing change, and testing the organizational readiness to sustain the change. Through facilitated sessions and coaching with executives and key managers, the agency agreed to establish a cross-functional team accountable for all aspects of processes, people and technology related to the initiative.

Our firm collaborated with the agency to develop the leadership and operational teams to support initiation and execution of a multi-biennium replacement of the agency’s mission critical system used by nearly 1 million users and processing $4B in transactions annually.

Engagement Goals Key engagement goals included the following:

1. Develop a comprehensive approach to envision and execute the agency-wide program;

2. Enhance the client's leadership voice and message to internal and external stakeholders;

3. Define vision and guiding principles;

4. Optimize processes for feedback and prioritization; and

5. Equip the organization to execute their program roadmap.

A critical focus of our engagement was leveraging and building on a healthy culture to maximize impact for their internal team and system users throughout the…