ITB Santiam State Forest Tree Planting Final.pdf

DAS State Procurement Services, Version 2.0 – July, 2025 1

STATE OF OREGON

OREGON DEPARTMENT OF FORESTRY (ODF), issues

Invitation to Bid (“ITB”) under OregonBuys® Bid Number:

S-62900-00014514 for

SANTIAM STATE FOREST TREE PLANTING

Date of Issue: August 1, 2025

Bid Opening Date and Time: August 22, 2025, Time 02:00 PM (Pacific Time)

Single Point of Contact (“SPC”): Daniel “DJ” Carpenter, Procurement Specialist

Address: 2600 State Street, Bldg. E City, State, Zip: Salem, OR 97310 Phone (voice): 503-507-6257 E-mail: daniel.carpenter@odf.oregon.gov mailto:daniel.carpenter@odf.oregon.gov

ITB S-62900-00014514 – 2025-2026 Santiam State Forest Tree Planting

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Table of Contents

SECTION 1: GENERAL OVERVIEW

1.1 Summary Overview

1.2 Schedule of Events

1.3 Minimum Requirements

1.4 Submission Requirements

1.5 Single Point of Contact

SECTION 2: GOODS AND SERVICES

2.1 Description of Goods and Services

SECTION 3: PROCUREMENT PROCESS

3.1 Procurement Authority and Method

3.2 Defined Terms

3.3 E-Procurement System: OregonBuys®

3.4 Pre-Bid Conference

3.5 Questions and Requests for Clarification

3.6 Amendments

3.7 Bid Submission

3.8 Bid Delivery

3.9 Bid Modification or Withdrawal

3.10 Opening and Bid Review

3.11 Firm Offer

3.12 Additional Rounds

SECTION 4: BID REVIEW

4.1 Responsiveness Determination

4.2 Responsibility Determination

4.3 References

4.4 Preferences

4.5 Price Comparison (including application of preferences) and Ranking

SECTION 5: AWARD

5.1 Notice of Intent to Award

5.2 Method of Award

5.3 Contract Execution

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SECTION 6: ADDITIONAL INFORMATION

6.1 Applicable Statutes and Rules

6.2 Statement of Values

6.3 Government Bodies

6.4 Electronic Signatures

6.5 Cancellation and/or Rejection of Bids; Damages

6.6 Cost of Submitting a Bid

6.7 Ownership/Permission to Use Materials

6.8 Confidential or Proprietary Information; Public Records

6.9 Recycled Products

6.10 RESERVED

6.11 COBID

ATTACHMENT B BID COVER SHEET

ATTACHMENT C Reference Check Form

ATTACHMENT D Bid Pricing Form

ATTACHMENT E Responsibility Inquiry

ATTACHMENT F Certified Disadvantaged Business Outreach Plan

ATTACHMENT G Certification Statement for Independent Contractor

ATTACHMENT H Defined Terms

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SECTION 1: GENERAL OVERVIEW

1.1 Summary Overview

The State of Oregon, acting by and through its Department of Forestry, (“Agency” or “ODF”), is issuing this Invitation to Bid (ITB) for tree planting in the Santiam State Forest located in Northwest Oregon.

The purpose of this ITB is to establish a Contract to furnish all planting labor, supervision, transportation, equipment, and materials to perform tree planting services (the “Services”) for ODF in the Santiam State Forest in Northwest Oregon.

Agency anticipates the Award of one Contract resulting from this ITB. The initial term is anticipated to be one year with the option to extend up to three additional years.

1.2 Schedule of Events

The table below represents a tentative schedule of events. Agency may modify these dates at any time, with appropriate notice. All times are Pacific Time.

EVENT DATE TIME

Pre-Bid Conference

Voluntary August 8, 2025 12:00 pm

Questions/Requests for Clarifications Due

August 15, 2025 5:00 pm

Bid Opening Date (Due Date and time to submit Bids)

August 22, 2025 2:00 pm

Issuance of Notice of Intent to Award (approximate)

August 29, 2025

Agency operating hours are Monday through Friday 8:00 AM to 4:30 PM, Pacific Time, except for State holidays and State-approved closures, including those for inclement weather.

1.3 Minimum Requirements

In order to be considered for an Award under this ITB, Bidder must meet or exceed the following minimum requirements:

1.3.1 Experience. The Bid must contain information that clearly demonstrates that Bidder has a minimum of three (3) years of professional experience within the past five (5) years successfully providing Services that are comparable to those described in this Solicitation Document. Professional experience must include experience in planting bare-root and

DAS State Procurement Services, Version 2.0 – July, 2025 5 container seedlings. Experience must also include planting in fixed spacing and variable stocking density (micro-site) planting techniques.

1.3.2 Consistency. The Bid must contain information that clearly demonstrates that Bidder can provide the required number of crew members and crew foreman on a consistent basis from day to day throughout the planting season. Consistency also includes providing the same crew foremen on a consistent basis.

1.3.3 Resources. The Bid must contain information that clearly demonstrates that Bidder has the resources required (staffing, equipment, materials, etc.) to successfully provide the Services described in this Solicitation Document in the timeframe required by the Agency.

1.3.4 Licenses. The Bid must contain information that clearly demonstrates that Bidder is currently licensed or certified to provide the Services described in this Solicitation Document.

Bidder is required to have the following license(s) or certification(s):

a) Oregon Forest Labor Contractor License with a forest category endorsement; and

Bidder must provide their license or certification number(s) within Bid Pricing Form (Attachment D).

Awarded Bidder(s) must have and maintain valid licenses and/or certifications required within this Solicitation Document throughout the duration of the Contract.

1.4 Submission Requirements

The Bid must include the following mandatory forms in its submittal:

1.4.1 Attachment B – Bid Cover Sheet

1.4.2 Attachment C – Reference Check Form

1.4.3 Attachment D – Bid Pricing Form

1.4.4 Attachment E – Responsibility Inquiry

1.4.5 Attachment G – Certification Statement for Independent Contractor

Optional Bid Submissions (Successful Bidder may be required to submit the following forms and information):

Attachment F – Certified Disadvantaged Business Outreach Plan

1.5 Single Point of Contact

All questions, requests for clarification, including technical requirements, contractual requirements, and the procurement process must be directed to the SPC identified on the cover page of this ITB.

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SECTION 2: GOODS AND SERVICES

2.1 Description of Goods and Services

The Successful Bidder(s) shall furnish all planting labor, supervision, transportation, equipment, and materials necessary to perform and complete the tree planting Services in the Santiam State Forest in Northwest Oregon in accordance with the requirements described in the Statement of Work (Exhibit A), Sample Contract (Attachment A).

The tree planting Services for the initial term of the Contract has 1 Work Area consisting of 4 units, totaling 145 acres, that are to be completed between January 8, 2026 and June 1, 2026, unless extended by ODF. The initial Contract term for the Work Area is anticipated to expire on June 1, 2026, with the option to renew for 3 additional years, for a Contract term not to exceed a total of 4 years.

ODF’s intent is to obtain 1 planting crew with an experienced foreman for the Work Area.

The crew shall consist of 10 to 15 persons, not including the foreman.

SECTION 3: PROCUREMENT PROCESS

3.1 Procurement Authority and Method

Agency is conducting this ITB pursuant to its authority under ORS 530.050(8). Agency is using the Intermediate Procurement method, pursuant to ORS 279B.070 and OAR 137-047-0270.

3.2 Defined Terms

Defined terms applicable to this ITB and the resulting Contract are found in OAR 137-046- 0110, and set forth in Defined Terms (Attachment H), or elsewhere in this ITB or its Attachments. For ease of reference, a link to the crosswalk of terms used in OregonBuys® to terms defined in Oregon Administrative Rules is included in Defined Terms (Attachment H).

3.3 E-Procurement System: OregonBuys®

3.3.1 OregonBuys® posting.

This ITB, including all Amendments, attachments and exhibits is posted in the State’s e-procurement system, OregonBuys®. ITB documents will not be mailed or otherwise delivered.

3.3.2 OregonBuys® Registration Information.

Bidder must be registered in OregonBuys® to do business with the State. Registration is free. To create a vendor account, click the blue “Supplier Registration” button in the top right corner of the OregonBuys® website: https://oregonbuys.gov/bso. For registration assistance, see vendor registration guidance:

https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationGuide.pdf.

https://oregonbuys.gov/bso https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationGuide.pdf

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BIDDER IS SOLELY RESPONSIBLE FOR ENSURING ITS VENDOR INFORMATION IS CURRENT

AND CORRECT IN OREGONBUYS®. AGENCY WILL ACCEPT NO RESPONSIBILITY FOR

MISSING OR INCORRECT VENDOR INFORMATION.

3.3.3 OregonBuys® Assistance

Parties needing assistance with OregonBuys® may contact the OregonBuys® Helpdesk by telephone at (855) 800-5046 or by email at support.oregonbuys@oregon.gov.

3.3.4 Failure of Electronic Procurement System

In the event of a failure of an Electronic Procurement System that interferes with the ability of a Person to submit Electronic Submittals, or to otherwise participate in the procurement, Agency may cancel the procurement or may extend the date and time of receipt of Electronic Submittals by providing notice of the extension immediately after the Electronic Procurement System becomes available.

3.4 Pre-Bid Conference

Agency will hold a voluntary pre-Bid conference. The purpose of the pre-Bid conference is to explain the ITB requirements and to answer questions. Statements made at the pre-Bid conference are not binding upon Agency. Bidders are cautioned that ITB requirements will change only by written Amendment issued by Agency as provided in this ITB.

The pre-Bid conference will be:

DATE TIME (Pacific Time) LOCATION

Friday, August 8th 2025 12:00 pm Santiam State Forest Office 930 Washington Street

Stayton, OR 97383

Contact information pertaining to Pre-Bid Conference:

Vince Ferguson Santiam State Forest

930 Washington Street Stayton, OR 97383

(503) 509-9752 vince.ferguson@odf.oregon.gov

3.5 Questions and Requests for Clarification

All questions and requests for clarification, related to this solicitation must be in Writing by email to the SPC. The submitted question or request must reference the OregonBuys® ITB number, section number, and passage. Questions or requests for clarification will not be accepted by telephone.

mailto:support.oregonbuys@oregon.gov mailto:vince.ferguson@odf.oregon.govvince

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3.6 Amendments

Agency may change this ITB by written Amendment, posted to OregonBuys®. Clarifications, corrections or changes to this ITB made in any other manner are not binding on the State.

Prospective Bidder is solely responsible for checking OregonBuy®s to determine whether or not any Amendment(s) have been issued. Amendment(s) are incorporated into the ITB by this reference.

3.7 Bid Submission

The Bidder shall complete and submit with its Bid, all submission requirements, follow the ITB sequence, reference the ITB section numbers, and include:

3.7.1 Oregon Forest Labor Contractor License with a forest category endorsement.

3.7.2 Bid Cover Sheet (Attachment B). Attachment B must be signed by Bidder’s authorized representative.

3.7.3 Reference Check Form (Attachment C). Bidder shall provide 3 references from project(s) of similar size and scope performed for any clients within the last 5 years. Forms must be completed by a reference, returned to Bidder, and submitted with the Bid. References should include references from state or federal entities that currently utilize, or within the last five years have utilized, the proposed Solution.

3.7.4 Bid Pricing Form (Attachment D).

3.7.5 Responsibility Inquiry (Attachment E). Attachment E must be signed by Bidder’s authorized representative.

3.7.6 Certified Disadvantaged Business Outreach Plan (Attachment F), if applicable.

3.7.7 Public Records Exemption. If Bidder believes any portion of its Bid is exempt from disclosure under the Oregon Public Records Law (ORS 192.311 to 192.478), Bidder must submit a statement indicating the portions that are exempt and the statutory authority for the exemption, along with both an unredacted and a redacted version of its Bid. Please refer to Section 6.8 for more in-depth information.

3.7.8 Benefit Company. If Bidder is an Oregon benefit company, Bidder must submit: (1) the complete benefit report required under ORS 60.768, and (2) certify that the majority of the benefit company’s regular, full-time workforce is located in Oregon.

3.8 Bid Delivery

Bids must be emailed to the SPC identified in Section 1.5. Please include the ITB number in the subject line of the email. If Bidder is unable to submit a Bid via email, Bidder must contact SPC within a reasonable time period (as determined by ODF) prior to the submission deadline to make arrangements for alternate delivery or an alternate format. ODF is not

DAS State Procurement Services, Version 2.0 – July, 2025 9 responsible for incomplete Bids or Bids that were not correctly addressed to the email of the SPC identified in Section 1.5. Only approved alternative delivery or formats may be accepted.

Bids must be received by the Agency before the scheduled Bid Opening Date in Section 1.2.

Late Bids will not be considered.

All costs associated with preparation, submission, modification, and withdrawal of a Bid are the sole responsibility of the Bidder and will not be borne by Agency. The Agency will not accept Bids that require payment by the State.

3.9 Bid Modification or Withdrawal

3.9.1 A Bidder wishing to make modifications to a Bid already received by Agency must withdraw its Bid in order to make modifications and resubmit the Bid. If a Bidder wishes to withdraw its Bid, Bidder must submit to the SPC a written notice withdrawing the Bid. The notice must identify the ITB number, be signed by the authorized representative, and be received by the SPC prior to the Bid Opening Date.

3.9.2 Late Bids

Agency will not accept late Bids. Only Bids submitted on or before the Bid Opening Date will be accepted.

3.10 Opening and Bid Review

A public Opening of Bids will not be held for this ITB.

Bids will be reviewed as set forth in Section 4.

3.11 Firm Offer

A Bid is a firm offer for 180 calendar days following the Opening.

3.12 Additional Rounds

If Agency believes additional rounds of review are necessary, Agency will post an Amendment on OregonBuys® defining the additional round(s).

SECTION 4: BID REVIEW

4.1 Responsiveness Determination

Agency will review all Bids received prior to the Bid Opening Date to determine if a Bid is Responsive to all ITB requirements. If the Bid is unclear, the SPC may request clarification from Bidder. However, clarifications may not be used to rehabilitate a non-Responsive Bid.

Agency may waive mistakes in accordance with OAR 137-047-0470. If the SPC finds the Bid non-Responsive, the Bid may be rejected.

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4.2 Responsibility Determination

Agency will review the Responsibility Inquiry (Attachment E), Bid Pricing Form (Attachment D), references, and other information to determine if an apparent Successful Bidder is Responsible prior to Award and execution of the Contract per agreement ORS 279B.110 or

ORS 279C.375.

At any time prior to Award, Agency may reject a Bidder found to be not Responsible.

4.3 References

Agency will review the Reference Check Form (Attachment C) submitted by Bidder. Agency may check to determine if references provided support Bidder’s ability to comply with the requirements of this ITB. Agency may conduct other reference checks with persons whose names have not been provided by Bidder, but for whom Agency has knowledge. Agency may use references to obtain additional information, break ties, or verify any information needed.

4.4 Preferences

Agency will apply the following preferences to the Bid Cost:

4.4.1 Tiebreakers. If Agency receives Bids identical in cost, fitness, availability and quality and chooses to Award a Contract, Agency shall Award the Contract in accordance with the procedures outlined in OAR 137-046-0300.

4.5 Price Comparison (including application of preferences) and Ranking

After applying all preferences, Agency will compare the Bid Pricing Forms from all Bidders and rank them from lowest to highest.

Agency intends to Award the Contract to the lowest Responsive and Responsible Bidder whose Bid substantially complies with the requirements and criteria set forth in this ITB and that provides the most favorable pricing (apparent Successful Bidder).

SECTION 5: AWARD

5.1 Notice of Intent to Award

Agency will issue a notice of Intent to Award to the apparent Successful Bidder on OregonBuys®. Bid files are available for review after issuance of the Notice of Intent to Award.

5.2 Method of Award

Agency will Award a contract to the Responsive and Responsible Bidder submitting the Bid with the lowest price (Apparent Successful Bidder).

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5.3 Contract Execution

Agency intends to enter into a Contract based upon the form attached hereto (Attachment A, Sample Contract) with the apparent Successful Bidder. Prior to execution of the Contract, the apparent Successful Bidder must submit the following to Agency:

5.3.1 Pay Equity Certification. If the value of the Contract exceeds $500,000 and Bidder has 50 or more employees, the apparent Successful Bidder shall submit to Agency a true and correct copy of an unexpired Pay Equity Compliance Certificate issued to Bidder by the Oregon Department of Administrative Services. See https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx

5.3.2 Non-Discrimination. As a condition of receiving the Award of a Contract under this ITB, the apparent Successful Bidder must certify it has in place a policy and practice of preventing sexual harassment, sexual assault, and discrimination against employees who are members of a protected class. The policy and practice must include giving employees a written notice of a policy that both prohibits, and prescribes disciplinary measures for, conduct constituting sexual harassment, sexual assault, or unlawful discrimination.

5.3.3 Insurance. The apparent Successful Bidder shall obtain and provide Agency proof of insurance as required in this ITB. The Successful Bidder shall submit valid Certificate(s) of Insurance as required in Insurance Requirements (Exhibit C) of the Sample Contract (Attachment A) within 14 days of Notice of Intent to Award or Agency may proceed with Awarding Contract to next lowest ranked Bidder.

5.3.4 Other Requirements.

SECTION 6: ADDITIONAL INFORMATION

6.1 Applicable Statutes and Rules

This ITB is governed by the laws of the State of Oregon, specifically including ORS 279B.070 and OAR 137-047-0270. The venue for any administrative or judicial action relating to this ITB, evaluation and Award is the Circuit Court of Marion County for the State of Oregon;

provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event may this section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any claim or consent to the jurisdiction of any court.

6.2 Statement of Values

The State of Oregon is committed to taking active steps toward equity and inclusion in procurement processes for minority, women, emerging small, and veteran-owned https://www.oregon.gov/das/Procurement/Pages/PayEquity.aspx

DAS State Procurement Services, Version 2.0 – July, 2025 12 businesses by reducing barriers to compete for and be Awarded state contracts. All interested businesses are encouraged to submit Bids for this opportunity. The State of Oregon promotes equal opportunity for all individuals without regard to age, color, disability, marital status, national origin, race, religion or creed, sex or gender, sexual orientation, or veteran status.

6.3 Government Bodies

Under ORS Chapter 190, Agency may enter into an agreement with another government body for the Goods or Services that are the subject of this ITB. Intergovernmental agreements are not subject to the Public Contracting Code. If Agency receives an Offer from a government body, Agency will initially review the Offer according to the same criteria set forth in this ITB. Agency, in its sole discretion, may enter into an ORS Chapter 190 agreement with any government body for the Goods or Services, or any portion thereof and cancel this ITB if it would be in the public interest as determined by Agency.

6.4 Electronic Signatures.

BY SUBMITTING A BID IN RESPONSE TO THIS ITB, BIDDER AGREES WITH AGENCY THAT

SIGNATURES, AND OTHER FORMS OF AUTHORIZED REPRESENTATIVE CERTIFICATION,

SHOWING ON DOCUMENTS SUBMITTED VIA EMAIL ARE “ELECTRONIC SIGNATURES” UNDER

ORS CHAPTER 84 AND, BIND THE SIGNING PARTY, AND ARE INTENDED TO BE AND CAN BE

RELIED UPON BY THE PARTIES.

6.5 Cancellation and/or Rejection of Bids; Damages

Pursuant to ORS 279B.100, Agency may reject any or all Bids in whole or in part and may cancel this ITB at any time when the rejection or cancellation is in the best interest of the State. Agency, the State, and their officers, employees and agents are not liable to any Bidder for any loss or expense caused by or resulting from the delay, suspension, or cancellation of this ITB, or rejection of any or all Bids. Unless Agency cancels this ITB prior to the Bid Opening Date identified in Section 1.2, all Bids will become part of the public record without obligation to Agency.

6.6 Cost of Submitting a Bid

Bidder must pay all costs of bidding including, but not limited to, the cost to prepare and submit Bids, samples and other supporting materials, or to participate in demonstrations, if required by this ITB.

6.7 Ownership/Permission to Use Materials

Bids submitted in response to this ITB become the property of the State. The submission of a Bid in response to this ITB grants the State a non-exclusive, perpetual, irrevocable, royalty-free license for the rights to copy, distribute, display, prepare derivative works of and transmit the Bid solely for the purpose of evaluating the Bid, Awarding a Contract, or as

DAS State Procurement Services, Version 2.0 – July, 2025 13 otherwise needed to administer the ITB process, and to fulfill obligations under Oregon Public Records Laws. Bids, including supporting materials, will not be returned to Bidder.

6.8 Confidential or Proprietary Information; Public Records

Following the Notice of Intent to Award of a Contract, responses to this ITB are subject to public records requests unless the response or specific information contained therein is identified as exempt from public disclosure. Bidder is advised to consult with legal counsel regarding disclosure issues.

If Bidder believes any portion of its Bid contains information considered a trade secret under ORS Chapter 192.345(2), or otherwise is exempt from disclosure under the Oregon Public Records Law, ORS 192.311 through 192.478, Bidder must submit a statement claiming the exemption and the statutory reason for the exemption and each page containing such information must identify the exemption provision and include the following:

“This data is exempt from disclosure under the Oregon Public Records Law pursuant to ORS Chapter 192 and is not to be disclosed except in accordance with the Oregon Public Records Law, ORS 192.311 through 192.478.”

Identifying the Bid in whole as exempt from disclosure is not acceptable. Cost information submitted in response to an ITB is generally not considered a trade secret under Oregon Public Records Law.

6.9 Recycled Products

Contractors shall use recyclable products to the maximum extent economically feasible in the performance of the contract services or work set forth in this document and the subsequent Contract. (ORS 279B.055(2)(f), ORS279B.225, and ORS279B.270-279B.280)

6.10 RESERVED

6.11 COBID

Pursuant to Oregon Revised Statute (ORS) Chapter 200, Agency encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (COBID) in all contracting opportunities. This includes certified small businesses in the following categories: minority-owned business, woman-owned business, veteran-owned business, or an emerging small business. Agency also encourages joint ventures or subcontracting with certified small business enterprises. For more information, visit:

https://www.oregon.gov/biz/programs/cobid/pages/default.aspx https://www.oregon.gov/biz/programs/cobid/pages/default.aspx

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ATTACHMENT B

BID COVER SHEET

Bidder Name (printed):

Address:

City, State, Zip:

Bid Clarification Contact Person: Telephone:

Email:

State of Incorporation: Entity Type:

Oregon Secretary of State Business Registry Number (if required):

OregonBuys Vendor Number: ___________________________

The undersigned, as Bidder’s authorized representative, certifies that:

1. Bidder understands and accepts the requirements of this ITB. Bidder acknowledges receipt of any and all Amendments to this ITB.

2. By submitting a Bid, Bidder agrees to be bound by the Contract terms and conditions in the Sample Contract (Attachment A), as modified by Amendment, if any.

3. The costs set forth in the Bid Pricing Form (Attachment D) are firm for 180 Calendar Days after the Opening.

4. Bidder has no undisclosed liquidated and delinquent debt owed to the State or any agency, board, commission, department of division of the State.

5. Bidder complies with and is not in violation of any tax laws of the state or a political subdivision of the state, including, without limitation taxes referenced in ORS 305.380(4), ORS 305.620 and ORS chapters 316, 317 and 318.

6. Bidder does not discriminate in its employment practices with regard to race, creed, age, religious affiliation, gender, disability, sexual orientation, national origin. When Awarding subcontracts, Bidder does not discriminate against any business certified under ORS 200.055 as a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a veteran owned business, or an emerging small business. If applicable, Bidder has, or will have prior to Contract execution, a written policy and practice, that meets the requirements described in ORS 279A.112, of preventing sexual harassment, sexual assault and discrimination against employees who are members of a protected class. Agency may not enter into a Contract with an

DAS State Procurement Services, Version 2.0 – July, 2025 15 anticipated price of $150,000 or more with a Bidder that does not certify it has such a policy and practice. See https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx for additional information and sample policy template.

7. Bidder and Bidder’s employees, agents, and subcontractors are not included on:

A. the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of

Foreign Assets Control of the United States Department of the Treasury found at:

https://www.treasury.gov/ofac/downloads/sdnlist.pdf, or

B. the government wide exclusions list in the System for Award Management found at:

https://www.sam.gov/

8. Bidder certifies to the best of its knowledge, there exists no actual or potential conflict between the business or economic interests of Bidder, its employees, or its agents, on the one hand, and the business or economic interests of the State, on the other hand, arising out of, or relating in any way to, the subject matter of the ITB. If any changes occur with respect to Bidder’s status regarding conflict of interest, Bidder shall promptly notify the State in writing.

9. Bidder certifies all contents of the Bid (including any other forms or documentation, if required under this ITB), and this Bid Cover Sheet are truthful and accurate and have been prepared independently from all other Bidders, and without collusion, fraud, or other dishonesty.

10. Bidder understands any statement or representation made in response to this ITB, if determined to be false or fraudulent, a misrepresentation, or inaccurate because of the omission of material information could result in a "claim" (as defined by the Oregon False Claims Act, ORS 180.750(1)}, made under Price Agreement being a "false claim" (ORS 180.750(2)) subject to the Oregon False Claims Act, ORS 180.750 to 180.785, and to any liabilities or penalties associated with the making of a false claim under that act.

11. Bidder acknowledges these certifications are in addition to any certifications required in the Contract at the time of execution.

12. If Bidder is an Oregon benefit company, Bidder certifies that the majority of the benefit company’s regular, full-time workforce is located in Oregon.

BIDDER, Authorized Representative

Signature: _______________________________________________________________________

Print Name and Title: _______________________________________________________________

Date: ____________

Email: ________________________

Telephone Number: (______) _________ https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx https://www.treasury.gov/ofac/downloads/sdnlist.pdf https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sam.gov%2F&data=05%7C02%7CSandy.CLAVET-CONNOLLY%40das.oregon.gov%7C20d5c1c77a734944e43b08dd9723da80%7Caa3f6932fa7c47b4a0cea598cad161cf%7C0%7C0%7C638832902425383725%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=cEouPD556UvLKXydEeigOs5c2CFHproRy4Ils69Lgl0%3D&reserved=0

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ATTACHMENT C

REFERENCE CHECK FORM

REFERENCES COMPARABLE IN SIZE AND SCOPE: Bidder shall include references from 3 different firms who Bidder provided similar Services to within the last 5 years. Services must be comparable in size and scope of the Services detailed in this Project. Bidder must describe how the Services provided qualifies Bidder to provide the Services described in this solicitation. References must be available to confirm the quality of Services that Bidder provided.

Reference #1

Name of Firm:

Reference Contact Person:

Telephone: Email:

Alternate Reference Contact Person:

Telephone: Email:

Description of Services provided, include type, size, duration and objectives:

Describe how the Services provided qualifies Bidder to perform the Services described in this solicitation:

Describe the volume of work:

Reference #2

Name of Firm:

Reference Contact Person:

Telephone: Email:

Alternate Reference Contact Person:

Telephone: Email:

Description of Services provided, include type, size, duration and objectives:

Describe how the Services provided qualifies Bidder to perform the Services described in this

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Reference #3

Name of Firm:

Reference Contact Person:

Telephone: Email:

Alternate Reference Contact Person:

Telephone: Email:

Description of Services provided, include type, size, duration and objectives:

Describe how the Services provided qualifies Bidder to perform the Services described in this

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ATTACHMENT D

BID PRICING FORM

TABLE II

COMPENSATION

Work Area I

ITEM

NO

UNIT

NAME ACRES TARGET

SPACING

TARGET

TPA

TPA TO BE

PLANTED

PER ACRE PLANTING

PRICE

TOTAL

AMOUNT

1 Gates Hill 95 10x10 400 200 $ $

2 Beaver Creek 29 10x10 400 200 $ $

3 Double Stout 11 10x10 400 200 $ $

4 Sevenmile A2 10 10x10 400 200 $ $

145 TOTAL $

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ATTACHMENT E

RESPONSIBILITY INQUIRY

Bidder must complete and return this Responsibility Inquiry with its Bid. Agency will determine responsibility of a Bidder prior to Award and execution of a Contract based on the factors below in the criteria in OAR 137-047-0640(1)(c)(F). In addition to this form, Agency may notify Bidder of other documentation required, which may include but is not limited to recent profit-and-loss history, current balance statements and cash flow information, assets-to-liabilities ratio, including number and amount of secured versus unsecured creditor claims, availability of short and long-term financing, bonding capacity, insurability, credit information, materials and equipment, facility capabilities, personnel information, record of performance under previous contracts, etc. Failure to promptly provide requested information or clearly demonstrate responsibility may result in an Agency finding of non-responsibility and rejection.

Does Bidder have available the appropriate financial, material, equipment, facility and personnel resources and expertise, or ability to obtain the resources and expertise, necessary to demonstrate the capability of Bidder to meet all contractual responsibilities? YES / NO .

Within the last five years, how many contracts of a similar nature has Bidder completed that, to the extent that the costs associated with and time available to perform the contract remained within Bidder′s control, Bidder stayed within the time and budget allotted, and there were no contract claims by any party?

Number: ____

How many contracts did not meet those standards? Number: ____ If any, please explain.

Response:

Within the last three years has Bidder (incl. a partner or shareholder owning 10% or more of Bidder’s firm) or a major subcontractor (receiving 10% or more of a total contract amount) been criminally or civilly charged, indicted, or convicted in connection with:

1. Obtaining, attempting to obtain, or performing a public (federal, state, or local) contract or subcontract,

2. Violation of federal or state antitrust statutes relating to the submission of bids, or

3. Embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, tax evasion, or receiving stolen property?

YES / NO .

If "YES," indicate the jurisdiction, date of indictment, charge or judgment, and names and summary of charges in the response field below.

Response:

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Within the last three years, has Bidder had:

1. Any contracts terminated for default by any government agency, or

2. Any lawsuits filed against it by creditors or involving contract disputes?

YES / NO .

If "YES," please explain. (With regard to judgments, include jurisdiction and date of final judgment or dismissal.)

Response:

Does Bidder have any outstanding or pending judgments against it? YES / NO .

Is Bidder experiencing financial distress or having difficulty securing financing? YES / NO .

Does Bidder have sufficient cash flow to fund day-to-day operations throughout the proposed Contract period? YES / NO

If "YES” on the first question or second question of the three questions immediately above, or “NO” on the third question, please provide additional details.

Response:

Within the last three years, has Bidder filed a bankruptcy action, filed for reorganization, made a general assignment of assets for the benefit of creditors, or had an action for insolvency instituted against it? YES / NO .

If "YES," indicate the filing dates, jurisdictions, type of action, ultimate resolution, and dates of judgment or dismissal, if applicable.

Response:

Does Bidder have all required licenses, insurance and/or registrations, if any, and is Bidder legally authorized to do business in the State of Oregon? YES /NO .

If "NO," please explain.

Response:

Pay Equity Certificate. Does a current authorized representative of Bidder possess an unexpired Pay Equity Certificate issued by the Department of Administrative Services? YES / NO / N/A .

If applicable, submit a copy of the certificate with this form.

Response:

DAS State Procurement Services, Version 2.0 – July, 2025 21

AUTHORIZED SIGNATURE: By signature below, the undersigned Authorized Representative on behalf of Bidder certifies to the best of their knowledge and belief that the responses provided on this form are complete, accurate, and not misleading.

Bidder Name: ITB:

Project Name:

By: ___________________________________________ Date: _________________________ Authorized Representative

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ATTACHMENT F

CERTIFIED DISADVANTAGED BUSINESS OUTREACH PLAN

Bidder Name: Date:

Contact Name: Telephone: Email:

“Certified Firm” means a small business certified under ORS 200.055 by the Oregon Certification Office for Business Inclusion and Diversity (COBID) as minority-owned businesses, woman-owned businesses, veteran-owned businesses, and emerging small businesses.

Certified Firms must have an equal opportunity to participate in the performance of contracts financed with state funds. By submitting its offer, Bidder certifies that it has taken, and if there are further opportunities, will take reasonable steps to ensure that Certified Firms are provided an equal opportunity to compete for and participate in the performance of any subcontracts resulting from this procurement.

The information submitted in response to this clause will not be considered in any evaluation.

1. Is Bidder an Oregon Certified Firm? Yes No

If yes, indicate all certification type(s): DBE MBE WBE SDV ESB and supply

Oregon State Certification Number: __________________________

2. Include a list of Certified Firms that Bidder has had a contractual relationship with within the last two years.

3. Include a list of firms that Bidder has had a contractual relationship with within the last two years that are not Certified Firms but may be minority-owned, woman-owned, service-disabled veteran-owned or emerging small businesses.

4. Does Bidder foresee any subcontracting opportunities for this procurement? Yes No

If no, do not complete the rest of this form and submit this first page with your Bid.

If yes, please complete the following pages and submit all pages with your Bid.

DAS State Procurement Services, Version 2.0 – July, 2025 23

CERTIFIED DISADVANTAGED BUSINESS OUTREACH PLAN (CONT.)

1. Describe the steps Bidder will take to solicit Certified Firms for subcontracting opportunities if Awarded a Contract from this procurement.

2. Describe the subcontracting opportunities and the approximate dollar value of each that may be available, if Awarded a Contract.

3. Would Bidder be willing to report the identity of each subcontractor and the value of each subcontract to COBID if Awarded a Contract from this procurement?

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ATTACHMENT G

CERTIFICATION STATEMENT FOR INDEPENDENT CONCTRACTOR

(Contractor completes if Contractor is not a corporation or is a professional corporation.)

Contractor certifies he/she meets the following standards:

1. I am registered under ORS chapter 701 to provide labor or services for which such registration is required.

2. I have filed federal and state income tax returns in the name of my business or a business Schedule C as part of the personal income tax return, for the previous year, or expect to file federal and state income tax returns, for labor or services performed as an independent contractor in the previous year.

3. I will furnish the tools or equipment necessary for the contracted labor or services.

4. I have the authority to hire and fire employees who perform the labor or services.

5. I represent to the public that the labor or services are to be provided by my independently established business as four (4) or more of the following circumstances exist. Please check four or more of the following:

� The labor or services are primarily carried out at a location that is separate from my residence or is primarily carried out in a specific portion of my residence, which is set aside as the location of the business.

� Commercial advertising or business cards are purchased for the business, or I have a trade association membership;

� Telephone listing is used for the business that is separate from the personal residence listing.

� Labor or services are performed only pursuant to written contracts.

� Labor or services are performed for two or more different persons within a period of one year.

� I assume financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission insurance or liability insurance relating to the labor or services to be provided.

Contractor Signature: ________________________________ Date: ______________________

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ATTACHMENT H

DEFINED TERMS

For ease of reference, a crosswalk of terms used in OregonBuys® to terms defined in Oregon Administrative Rules is included in this attachment.

“Addendum” or “Addenda” (referred to as “Amendment” in OregonBuys®) means an addition or deletion to, a material change in, or clarification of, the ITB. Each Addendum will be labeled as such and must be made available to all interested Bidders in accordance with OAR 137-047- 0300(6). The plural form of “Addendum” is “Addenda.”

“Amendment” “Addendum” or “Addenda” as defined in OAR 137-046-0110(1), or any form of notice associated with the solicitation, such as Intent to Award, cancellation, etc., as set forth in the Amendment.

“Award” means to give or grant by formal process.

"Bid" (referred to as “Quote” in OregonBuys®) means Bidder's written Bid submitted in response to the ITB, including all necessary attachments and information required to be submitted prior to Award. Bid also means "Offer".

"Bidder" means an individual (person), organization or representative of an organization that submits a Bid in response to an ITB. Bidder also means “Offeror”.

“Bid Solicitation” Any form of solicitation: Request for Proposal, Invitation to Bid, Request for Quote, Request for Information, etc., including notices (sole source notice, intent to participate, etc.). Each Bid Solicitation has a separate page and ID number in OregonBuys®.

“Change Order” A formal change to an existing MBPO (i.e., any form of contract, agreement, price agreement or on-call contract, etc., purchase order or work order contract).

"Closing" (referred to as “Bid Opening Date” in OregonBuys®) means the date and time set in the ITB for Bid submission, after which Bids may not be submitted, modified, or withdrawn by Bidder.

“Master Blanket Purchase Order” (“MBPO”) Any form of contract, agreement, price agreement or on-call contract, etc., purchase order, or work order contract.

"Opening" means the date/time set to read the Bid submittals.

"OregonBuys® System" or “OregonBuys®” means the on-line electronic Oregon automated procurement system administered by the Oregon Department of Administrative Services. The OregonBuys® System website is: https://oregonbuys.gov/bso/.

https://oregonbuys.gov/bso/ https://oregonbuys.gov/bso/

DAS State Procurement Services, Version 2.0 – July, 2025 26

“Quote” Any form of Bid submission by Vendors, i.e., Bids, Quotes, or any other type of Bid required by a Bid Solicitation.

“Schedule of Events” means the specific time and dates events relating to this ITB will occur.

“Successful Bidder” means the person(s), organization(s) to which the Award is made.

“Vendor” Any form of business entity registered in OregonBuys®.

CROSSWALK OF TERMS USED IN OREGONBUYS® Please see this link:

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys-glossary.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys-glossary.pdf