Ocelot - Bid Cat 5.pdf

WASHINGTON STATE

SOLICITATION NO. 20422

COMMUNICATIONS AND MARKETING SERVICES

CATEGORY 5: GRAPHIC DESIGN

NOVEMBER 7, 2023

TABLE OF CONTENTS

Exhibit A-1 2 // Bidder’s Certification arrow-alt-circle-right

Exhibit A-2

12 // Bidder’s Profile arrow-alt-circle-right

Exhibit B-1 16 // Performance Requirements arrow-alt-circle-right

Exhibit B-2

18 // Non-Cost Factors & Qualifications arrow-alt-circle-right

Exhibit C-1

29 // Bid Pricing Scenarios arrow-alt-circle-right

Exhibit C-2

31 // Cost Sheet arrow-alt-circle-right

2EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 1 (Rev 2023-05-23)

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 20422 – Communications & Marketing Services

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

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

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

☐ Category 4 – Social Marketing Campaign ☒ Category 5 – Graphic Design

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

Bidder: Cassandra Elizabeth Thompson Type/print full legal name of Bidder

Bidder’s Address: 1248 NE 5th Ave, Camas, WA 98607 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: ☐ Domestic ☐ Foreign

Limited Liability Company (LLC): ☐ Domestic ☐ Foreign

Partnership: ☐ Domestic ☐ Foreign

Sole Proprietorship: ☒

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

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

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

☐ Category 4 – Social Marketing Campaign ☒ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events

Bidder’s Address: 1248 NE 5th Ave, Camas, WA 98607 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: ☐ Domestic ☐ Foreign

Limited Liability Company (LLC): ☐ Domestic ☐ Foreign

Partnership: ☐ Domestic ☐ Foreign

Sole Proprietorship: ☒

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 2 (Rev 2023-05-23)

State of Formation for Corp./LLC/Partnership :

WA

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

Doing Business Under Another Name:

Check appropriate box

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

☒ Bidder has NOT done business under another name

☐ Bidder HAS done business under another name

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

Name:

Address:

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

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

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

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

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 3 (Rev 2023-05-23) evidence of such communication, collusion, or anti-competitive activities among bidders, Enterprise Services reserves the right to disqualify such bidders.

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

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

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

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

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

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

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

OR

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

OR

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 4 (Rev 2023-05-23)

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 5 (Rev 2023-05-23)

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

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

OR

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

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

☒ NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

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

OR

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

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

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

OR

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

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

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

OR

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

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 6 (Rev 2023-05-23) encumbrances of any kind affecting title to any Goods or Services that are the subject of this Competitive Solicitation.

OR

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

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

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

OR

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

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

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

☒ BIDDER IS REGISTERED WITH WASHINGTON SECRETARY OF STATE. Bidder is registered with the

Washington Secretary of State, is in good standing, and has the following Unified Business Identifier (UBI) number: 604 944 660.

OR

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

OR

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 7 (Rev 2023-05-23)

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

☒ BIDDER IS REGISTERED WITH WASHINGTON STATE DEPARTMENT OF REVENUE. Bidder is registered with the Washington State Department of Revenue, has a business license to do business in Washington, and has the following Unified Business Identifier (UBI) number: 604 944 660.

OR

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

OR

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

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

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

OR

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

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

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

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 8 (Rev 2023-05-23)

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

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

or

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

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

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

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

OR

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

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

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

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

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

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 9 (Rev 2023-05-23)

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

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

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

(WEBS).

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

OR

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

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

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

☒ UNDERSTANDS & WILL FOLLOW WASHINGTON STATE ENTERPRISE LEADERSHIP COMPETENCIES.

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

OR

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

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

☒ BIDDER CAN SERVICE ALL ELIGIBLE PURCHASERS. Bidder understands that this Competitive

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

OR

EXHIBIT A-1 – BIDDER’S CERTIFICATION: 20422 – COMMUNICATIONS & MARKETING SERVICES PAGE 10 (Rev 2023-05-23)

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

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

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

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

OR

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

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

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

BIDDER NAME:

Cassandra Elizabeth Thompson Print Name of Bidder – Print full legal entity name of the firm submitting the Bid If Bidder is a sole proprietor, print the full legal name of the individual who is the Bidder submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Cassandra Elizabeth Thompson Print Name of person making certifications for Bidder

Title: Owner, Ocelot Creative Title of person signing certificate

Place: Camas, Washington Print city and state where signed

Date: 11/03/23

Return this Bidder’s Certification to Procurement Coordinator at:

descontractsstrategy@des.wa.gov

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

EXHIBIT A-2 – BIDDER’S PROFILE

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

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

☐ Category 4 – Social Marketing Campaign ☒ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events

BIDDER INFORMATION

Legal name of Bidder:

Address of Bidder:

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

Cassandra Elizabeth Thompson Business Name 1248 NE 5th Ave Address Camas, WA 98607 City, State, Zip Code

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

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

604944660

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

BIDDER INFORMATION

Taxpayer Identification No. (TIN):

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

575-55-1145

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

Yes ☐ No ☒ If yes, provide Bidder’s MWBE certification no.:

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

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

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

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

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

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

Yes ☒ No ☐

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

1248 NE 5th Ave Street Address Camas, WA 98607 City, State, Zip Code

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

Microbusiness ☒

Minibusiness ☐

Small Business ☐

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

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

Yes ☐ No ☒

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

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Authorized Representative Name: Cassandra Thompson Email: cassandra@ocelotcreative.com Phone: 503-880-6595

Contract Administrator Name: Cassandra Thompson Email: cassandra@ocelotcreative.com Phone: 503-880-6595

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 3 (Rev 2023-05-15)

CONTRACT MANAGEMENT POINTS OF CONTACT FOR BIDDER

Sales Reporting Representative Name: Cassandra Thompson Email: cassandra@ocelotcreative.com Phone: 503-880-6595

Sales Reporting Alternate Name: Cassandra Thompson Email : cassandra@ocelotcreative.com Phone: 503-880-6595

Management Fee Representative Name: Cassandra Thompson Email: cassandra@ocelotcreative.com Phone: 503-880-6595

Management Fee Contact Alternate Name: Cassandra Thompson Email: cassandra@ocelotcreative.com Phone: 503-880-6595

Address for Enterprise Services to send management fee invoices:

Company name: Cassandra Elizabeth Thompson DBA Ocelot Creative Attn:

Address: 1248 NE 5th Ave City/State/Zip: Camas, WA 98607

Address for Enterprise Services to send legal notices:

Company name: Cassandra Elizabeth Thompson DBA Ocelot Creative Attn:

Address: 1248 NE 5th Ave City/State/Zip: Camas, WA 98607

Signature Authority (if awarded a contract) Name: Cassandra Elizabeth Thompson Title: Owner, Ocelot Creative

EXHIBIT A-2 – BIDDER’S PROFILE: 20422 – COMMUNICATIONS AND MARKETING SERVICES PAGE 4 (Rev 2023-05-15)

REFERENCES

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

REFERENCE 1

Company Name:

Contact:

Phone:

Email:

Oregon Parks and Recreation Jason Resch, Communication Division Manager 503-508-4149 Jason.RESCH@oprd.oregon.gov

REFERENCE 2

Company Name:

Contact:

Phone:

Email:

Adventist Health Heather Pease, Oregon Marketing and Communications Director 503-975-1256 peaseh@ah.org

REFERENCE 3

Company Name:

Contact:

Phone:

Email:

Oregon Zoo Foundation Jenny Woodman, Communications Manager (recently started a new position at Schmidt Ocean Institute) 503-568-2861 jwoodman@schmidtocean.org

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:

descontractsstrategy@des.wa.gov

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE 1

EXHIBIT B -1 – PERFORMANCE REQUIREMENTS -AM3

Subcategories for which Bidder is submitting a Bid:

Check appropriate box(es)

☐ Category 1 – Advertising & Marketing Campaigning

☐ Category 2 – Brand Development

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

☐ Category 4 – Social Marketing Campaign

☒ Category 5 – Graphic Design

☐ Category 6 – Video Production & Editing ☐ Subcategory A - Events

Instructions

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

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

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

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

EXHIBIT B – PERFORMANCE REQUIREMENTS – AM3 PAGE 2

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

PERFORMANCE REQUIREMENTS AND FACTORS

Requirement

ID

Performance Requirement and Stated Business Need

Points Available Bidder’s Compliance Written Response

1. Bidder or Bidder’s principal has a minimum three (3) years’ experience providing professional services. Pass/Fail

☒ Yes ☐ No No Written Response Required.

2. Number of projects completed by Bidder or Bidder’s principal in the last three (3) years. Pass/Fail

☒ Yes ☐ No

Written Response Required.

In the past three years, I have completed 284 projects total.

94 of those projects were for 14 clients, including Oregon Parks and Recreation, The Oregon Zoo Foundation, Coalition of Oregon Land Trusts, Columbia Land Trust, Harper's Playground, Oregon Health & Sciences University (OHSU), Oregon Anesthesiologists Group, National Parks Conservation Association, Bradley Angle, and Hillsboro Medical Center. My expertise lies with Pacific Northwest based clients working in the environmental, educational, health care, and non-profit areas. Subject matter for these projects included logo and brand design, event branding, presentations, annual reports, interpretive signs, park maps, posters, and flyers.

The remaining 190 projects were completed for a single client, Adventist Health Portland. I am the senior graphic designer for this client, on a contract basis, and work closely with their marketing and communications director (Heather Pease, listed as a reference in Exhibit A-2). Projects completed for Adventist Health Portland include print and digital advertisements, murals for the Family Birth Place and the Garden Café, educational booklets about subjects such as childbirth and cancer care, brochures for various departments, guides for hospital visitors, maps and wayfinding for the hospital complex, specialty referral guides for providers, and many more. My work varies weekly and I provide high quality design with quick deadlines to various providers and specialty offices within the Adventist Health Portland system.

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS PAGE 1

EXHIBIT B-2 – NON-COST FACTORS & QUALIFICATIONS -CATEGORY 5 GRAPHIC DESIGN

Bidder: Cassandra Elizabeth Stemler DBA Ocelot Creative Type/print full legal name of bidder company

This document outlines the Competitive Solicitation’s scored non-cost performance factors/qualifications for the services. This exhibit is for Category 5 Graphic Design. There are 750 points available for responses in this document.

Instructions

1. Bidder must fill out the legal name of bidder company above.

2. Requirement ID 3 bidder must provide a link to a Portfolio Website.

3. All samples submitted must be from personnel who will provide services if bidder is awarded a Cooperative Purchasing Agreement.

4. Requirement ID 1-2 and 3.1 bidder must respond to all by a written response. Failure to provide a response will be evaluated as a “Fail” and constitute a nonresponsive bid.

5. All additional attachments must be clearly indicated for the relevant response. Enterprise Services suggests attachments be labeled with the Requirement ID number and all responses columns must indicate the title of the attachment where the information can be found. Limited responses may receive lower scoring than those that demonstrate understanding of the subject matter.

6. Submit the exhibit as a Microsoft Word document. Enterprise Services may request clarification of the bidder’s submission during the responsiveness check. Any pages in excess as specified in the individual question will be deleted prior to forwarding the submittals to the evaluation team.

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

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS PAGE 2

NON-COST FACTORS AND QUALIFICATIONS

Requireme nt ID

Non-Cost (Projects and Key Personal) Requirements and Stated Business Need

Points Available Written Response

1. Number of graphic design projects completed on time to meet the customer deadline and at/or under budget in the last three (3) years.

50 points

Written Response Required.

Number of projects completed on time at budget: 284 Number of projects completed on time under budget: All projects were completed at budget. (please reference full written responses in PDF attachment titled "Ocelot_Proposal_20422")

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

100 points

Written Response Required.

Key Personnel 1: Cassandra Thompson (please reference full written response in PDF attachment titled "Ocelot_Proposal_20422") Years of Experience:

Key Personnel 2:

Years of Experience:

Key Personnel 3:

Years of Experience:

Key Personnel 4:

Years of Experience:

repeat as needed.

Requireme nt ID

Non-Cost Requirements - Project Samples Points Available Written Response

3. Provide an electronic portfolio link showing three (3) past graphic design projects samples completed within the past three (3) years that demonstrates your understanding and approach to developing and implementing graphic design. The portfolio

600 points for all three (3) project samples. Each project sample is worth up to 200 available points allocated among the criteria specified

Required Link to Portfolio Website (All 3 project samples must be in the link) www.ocelotcreative.com/project-samples (please reference full written responses in PDF attachment titled "Ocelot_Proposal_20422") http://ocelotcreative.com/project-samples

EXHIBIT B –2 NON-COST FACTORS & QUALIFICATIONS PAGE 3

should include project goals and descriptions, samples, deliverables, and any awards or recognition associated with each project. The portfolio will be evaluated based on the extent to which each piece successfully demonstrates the quality, creativity strategy and communication skills necessary to produce high-quality graphic design work.

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

in section 3.1.

3.1 Quality and Creative strategy

200 points

Written Response Required:

Provide the approach and strategy to each project sample, as well as a detailed description of any innovations used for the methodology or execution. (2-page limit for the strategy and description of methodology/execution for each project. Total maximum is 6 pages).

3.2 Software/Operating System No Points Available

Written Response Required:

What applications are used to create/edit graphic designs? (1-page limit for the summarization of the applications used for each project. Total maximum is 3 pages).

NON-COST:PROJECTS

& KEY PERSONNEL

EXHIBIT B-2

CATEGORY 5 , GRAPHIC DESIGN

Req. ID 1 284 projects have been completed in the past 3 years. 94 of those projects were for 14 clients. The remaining 190 projects were completed for Adventist Health Portland. All projects were completed at budget. It is my responsibility to accurately predict the cost of the work provided, so that clients may prepare accordingly.

Req. ID 2 Key Personnel 1: Cassandra Thompson, Owner, Ocelot Creative Years of Experience: 15 years

Broadly speaking, I specialize in design for human-service organizations. I create an emotional connection through design, persuading your audience to care, to remember, to adapt their behavior.

My professional experience spans traditional and digital media, with the skills and flexibility to combine many types of creative work. My passion and area of specialization is print design. I hold a BFA in Communication Design from Pacific Northwest College of Art, and have 15 years of experience designing presentations, newsletters, invitations, reports, interpretive signs, flyers, and maps.

I partner with organizations to build their brand framework, as well as design within existing brand systems. Focusing on consistent, strong design that reflects the essence of the organization, I guide clients in the best design practices for their audience, while upholding and strengthening the integrity of their brand.

In additional to creative design work, communication with clients is vital to ensure work is well-planned, documented, and archived. When projects conclude, press-ready packaged files are provided to all vendors via a download link from secure cloud storage, or in the preferred client format. All technical requirements from third party vendors are planned for, communicated and completed at every stage of the project.

Press checks and proofing are a vital part of ensuring the quality of the final piece and I fully participate in the coordination of this process.

NON-COST:

PROJECT SAMPLES

EXHIBIT B-2

CATEGORY 5 , GRAPHIC DESIGN

Req. ID 3 All 3 project samples are available at this URL:

https://www.ocelotcreative.com/project-samples

The individual project sample URLs are also provided below for reference.

Each project sample includes the written response, which is identical to the written response provided in the following pages of this PDF.

Project Sample #1: Klickitat River Interpretive Signs https://www.ocelotcreative.com/case-study-klickitat-signs

Project Sample #2: Bradley Angle Brand Refresh and Impact Report https://www.ocelotcreative.com/case-study-bradley-angle

Project Sample #3: Oregon Zoo Foundation Gratitude Reports https://www.ocelotcreative.com/case-study-ozf-gratitude-report https://www.ocelotcreative.com/project-samples https://www.ocelotcreative.com/case-study-klickitat-signs https://www.ocelotcreative.com/case-study-bradley-angle https://www.ocelotcreative.com/case-study-ozf-gratitude-report

Client: Columbia Land Trust

Columbia Land Trust works to protect and restore land in the Pacific Northwest. Ocelot was asked to design a series of large interpretive signs along a 7-mile stretch of the Klickitat River floodplain area. Options were provided for design services within the overall budget. Quotes were sourced from multiple vendors for physical production of the signs, to ensure the project would stay within budget. After design was complete, Ocelot was in charge of coordinating the printing, proofing, and fabrication process, as well as shipping the signs and hardware to the site from an out of state vendor.

Project goals: Ocelot was given a large amount of information about the trail and Columbia Land Trust’s restoration project. I worked with the client to identify their goals and how to achieve them with the sign design and placement. Together, we decided on 4 signs, covering history of the area, reasons for restoration, explanation of riparian areas impacted by restoration, and comparison of the area before and after restoration.

Design Considerations

Stakeholders: The Klickitat river offers important opportunities in forestry, ranching, and recreation, and is rich in history and culture of the Klickitat people. Tribal leaders were consulted in the creation of the content, providing important context for the long history of the area.

Branding: The use of brand fonts and color palette helped identify these signs (and the restoration project overall) as the work of the Columbia Land Trust. Bold headlines posed as questions, a subtle topographic textured background and repeated use of a curved background header tied the signs together as a series.

Environment: The signs are most likely to be viewed from a distance by hikers eager to continue on the trail. The goal was to quickly inform visitors giving a short glance, while also presenting more of the story to those wanting a deeper understanding. The physical durability of the signs in extreme weather conditions over many years also required consideration when choosing materials and manufacturers.

The Signs:

Sign #1 is the largest sign (48” x 36”) is posted at both ends of the trail. It introduces the area and shows a timeline of events leading up to the new restoration.

Sign #2 points out multiple features along the river, and describes how the removal of the road allowed habitats in these areas to flourish.

Sign #3 answers the question of why the project was necessary. Large photos with graphic callouts, highlighted statistics (“8 miles of road removed”) and thoughtfully edited content quickly informs visitors giving a short glance, while also presenting more of the story to those wanting a deeper understanding.

Sign #4 compares the previous landscape to the current, and informs visitors with a map of the entire restoration area. It also warns that there is no road or trail beyond this point, and hazards may emerge.

Conclusion: The project was successfully completed on time and at budget. The client was pleased and has remarked on how well the signs were received in the community. Multiple clients have contacted me after seeing the signs, requesting similar design work.

Requirement ID 3.1: Quality and Creative Strategy

Project Sample #1 Written Response:

Klickitat River Interpretive Signs Written response only. Project may be viewed at ocelotcreative.com/case-study-klickitat-signs http://ocelotcreative.com/case-study-klickitat-signs

Software used:

Adobe Creative Cloud, including the following programs:

• Adobe Photoshop

• Adobe InDesign

• Adobe Illustrator

• Adobe Acrobat

Microsoft Office, including the following programs:

• Microsoft Word

• Microsoft PowerPoint

Adobe InDesign was used to create the final signs and packaged print files.

Adobe Photoshop was used to modify photos and raster graphics (such as the fish illustration) which were then placed in the final files.

Adobe Illustrator was used to create vector graphics (such as the river path on the timeline) where were then placed in the final files.

Adobe Acrobat was used to present concepts and design rounds, along with explanations of the work created.

Microsoft Word and Microsoft PowerPoint were used to receive content from the client.

Operating system used:

All work was completed on Mac OS.

Requirement ID 3.2: Software/Operating System

Project Sample #1 Written Response:

Klickitat River Interpretive Signs Written response only.