OTBSolutionsBid.pdf

Washington State Department of

Enterprise Services

Exhibit A-1 - Bidder's Certification

Competitive Solicitation: No. 01620 - Business Consulting Services

Bidder: GIB Solutions Group, LLC Type/print full legal name of Bidder

Bidder's Address: 12345 Lake City Way NE #2055, Seattle, WA 98125 Type/print Bidder's Address

Bidder Organization Type:

Check appropriate box

Corporation: □ Domestic □ Foreign

Limited Liability Company (LLC): X Domestic □ Foreign

Partnership: □ Domestic □ Foreign

Sole Proprietorship: □

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

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

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

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

3. No Collusion or Anti-Competitive Practices. Bidder certifies that Bidder has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with this Competitive Solicitation.

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

Exhibit A-1 - Bidder's Certification - 01620 PageI relating to (a) those prices, (b) the intention to submit a bid, or (c) the methods or factors used to calculate the prices offered. Bidder certifies that Bidder has not been and will not knowingly disclose its bid prices, directly or indirectly, to any other bidder or competitor before award of a Master Contract, unless otherwise required by law. Bidder certifies that Bidder has made no attempt and shall not make any attempt to induce any other person or firm to submit or not to submit a bid for the purpose of restricting competition. Bidder, however, freely may join with other persons or organizations for the purpose of presenting a bid.

4. Firm Offer. Bidder certifies that its bid, attached hereto, is a firm offer which cannot be withdrawn for a period of ninety (90) days from and after the bid due date specified in the

Competitive Solicitation. Enterprise Services may accept such bid, with or without further negotiation, at any time within such period. In the event of a protest. Bidder's bid shall remain valid for such period or until the protest and any related court action is resolved, whichever is later.

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

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

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

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

□ Bidder Has Required Insurance. Bidder has attached a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master Contract (note: Bidder must attach the Insurance Certificate).

OR

□ Bidder Will Obtain Required Insurance. Bidder does not have a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master Contract but, if designated as the Apparent Successful Bidder, Bidder will provide such a Certificate of Insurance, without exception of any kind, to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

Bidder Does Not have Required Insurance. As detailed on the attached explanation (Bidder to provide). Bidder does not have a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master

Exhibit A-1 - Bidder's Certification - 01620 Page 2

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

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

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

OR

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

10. Criminal Offense. Bidder certifies as follows (must check one):

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

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

OR

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

11. Wage Theft Prevention. Bidder certifies as follows (must check one):

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

OR

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

Exhibit A-1 - Bidder's Certification - 01620 Page 3

12. Pay Equality. Bidder certifies as follows (must check one):

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

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

OR

□ No Pay Equality for Similarly Employed Workers. Bidder's similarly employed individuals are NOT compensated as equals.

13. Workers' Rights (Executive Order 18-03). Bidder certifies as follows (must check one):

^ No Mandatory Individual Arbitration Clauses and Class or Collective Action Waivers FOR Employees. Bidder does NOT require its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

OR

□ Mandatory Individual Arbitration Clauses and Class or Collective Action Waivers for Employees. Bidder requires its employees, as a condition of employment, to sign or agree to mandatory individual arbitration clauses or class or collective action waivers.

14. Termination for Default or Cause. Bidder certifies as follows (must check one):

No Termination for Default or Cause. Bidder has not, within the three (3) year period preceding the date of this Competitive Solicitation, had one (1) or more federal, state, or local governmental contracts terminated for cause or default.

OR

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

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

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

OR

Exhibit A-1 - Bidder's Certification - 01620 Page 4

□ Delinquent Taxes. As detailed on the attached explanation (Bidder to provide).

Bidder has not paid or arranged for payment of all taxes due to the State of Washington and/or has not timely filed all required returns and reports as applicable.

16. Lawful Registration. Bidder, if conducting business other than as a sole proprietorship (e.g..

Bidder is a corporation, limited liability company, partnership) certifies as follows (must check one):

Current Lawful Registration. Bidder is in good standing in the State of Washington and the jurisdiction wh required annual reports.

^ and the jurisdiction where Bidder is organized, including having timely filed a

OR

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

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

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

e<

OR

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

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

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

18. Washington Small Business. Bidder certifies as follows (must check one):

^\^ASHiNGTON SMALL BUSINESS. Bidder is a Washington Small Business as defined in RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet the following three (3) requirements:

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

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

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

OR

□ Not Washington Small Business. Bidder is not a Washington Small Business as defined

Exhibit A-1 - Bidder's Certification - 01620 Page 5 in RCW 39.26.010.

19. Veteran-Owned Business. Bidder certifies as follows (must check one):

□ Veteran-Owned Business. Bidder is a certified Veteran-Owned business under

RCW 43.60A.190 and is identified as such on WEBS (which is confirmed by the Washington Department of Veterans' Affairs).

OR

Not Veteran-Owned Business. Bidder is not a certified Veteran-Owned business under

RCW 43.60A.190.

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

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

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

Bidder Name: OTB Solutions Group, LLC Print Name of Bidder - Print full legal entity name of the firm submitting the Bid

By: Fred Higgins Signature of Bidder's authorizeiTperson Print Name of person making certifications for Bidder

Title: Principal Place: Seattle, WA Title of person signing certificate Print city and state where signed

Date: 1/23/2021

Return this Bidder's Certification to Procurement Coordinator at:

DESContractsTeamCedarjSdes. wa.gov

Exhibit A-1 - Bidder's Certification - 01620 Page 6

Exhibit A-1 - Bidder's Certification

Explanation of SEaiONS 8 and 17

8. Insurance

0TB Solutions currently carries an insurance policy with limits that are below the amounts specified in the Master Contract terms and conditions. Should we be named as an ASV, we would move to update our policy to meet the stated requirements. Based on previous interactions with our insurance company (Travelers Casualty Insurance Company of America), we believe that this process will likely take more than the stated 24 hours. We believe that it would be reasonable to expect that we could complete the policy change in 72 hours. Note that we have carried insurance that exceeds the limits required by this contract in the past but reduced the policy levels as we didn't currently have the requirement to maintain those levels. This kind of insurance costs many thousands of dollars annually.

17. Subcontractors

0TB Solutions uses contractors from time to time. Given that we do not currently know the nature of any particular Task Order resulting from this contract, we cannot say whether we would definitely use a subcontractor or an employee to meet the need. 0TB certifies that, as to the State, Bidder shall retain responsibility for its subcontractors, including, without limitation, liability for any subcontractor's acts or omissions. We have a number of subcontractors with whom we have worked for many years and are an integral part of our "work-net." They simply prefer to work with us as a 1099 contractor for tax or other reasons.

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

EXHIBIT A-2 – BIDDER’S PROFILE

Competitive Solicitation No.: 01620 – Business Consulting Services

Bidder: OTB Solutions

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

OTB Solutions Group, LLC Business Name 12345 Lake City Way NE #2055 Address Seattle, WA 98125 City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

602 224 222

Federal Tax ID No. (TIN):

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

06-1641646

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

(OMWBE)?

Yes No If yes, provide MWBE certification no.

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

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

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

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

Yes No If yes, provide WSDVA certification no.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: Fred Higgins Email: fred.higgins@otbsolutions.com Phone: 206-365-2443

Contract Administrator Name: Fred Higgins Email: fred.higgins@otbsolutions.com Phone: 206-365-2443

Sales Reporting Representative Name: Wendy Newman Email: wendy.newman@otbsolutions.com Phone: (907) 632-8447

Sales Reporting Alternate Name: Fred Higgins Email : fred.higgins@otbsolutions.com Phone: 206-365-2443

Management Fee Representative Name: Wendy Newman Email: wendy.newman@otbsolutions.com Phone: (907) 632-8447

Management Fee Contact Alternate Name: Fred Higgins Email: fred.higgins@otbsolutions.com Phone: 206-365-2443

Address for Enterprise Services to send management fee invoices:

Company name: OTB Solutions Attn: Fred Higgins Address: 12345 Lake City Way NE #2055 City/State/Zip: Seattle, WA 98125

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Fred Higgins 206-365-2443 fred.higgins@otbsolutions.com Principal of the Firm

Jerry Tonkovich 206-465-1991 jerry.tonkovich@otbsolutions.com Principal of the Firm

EXHIBIT A-2 – BIDDER’S PROFILE - 01620 PAGE 3

REFERENCES

Provide a minimum of two (2) commercial or government references for which bidder has delivered goods and/or services similar in scope as described in the Competitive Solicitation. Additional references may be required if Bidder intends to submit a bid for more than one category. See instructions in Exhibit C-1 – Bid Evaluation Criteria, Item No. 2 Experience.

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

CHRISTUS Highland Hospital Steen Trawick, MD, Chief Executive Officer

(318) 294-9081 steen.trawick@christushealth

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Ni2 Health Jason Adams, MBA, FACHE, ACHE Principle & Chief Executive Officer

(207) 808-9767 jason.adams@ni2health.com

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Office of Secretary of State Tim Graden, Senior Project Manager Elections Division 360-902-4156 tim.graden@sos.wa.gov

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Sound Transit Ameed Shaban, Former System Safety & Assurance Supervisor, Safety & Quality Assurance Division

(206) 604-5349 amousamo@gmail.com

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Corrections Casey Douglas, IT Project Manager Department of Corrections Project Management Office

360.507.6253 (c) | 360.725.8429 (o) cdouglas@DOC1.WA.GOV

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington State Health Care Authority Kelly McPherson, HIT Project Manager, EHR Program Clinical Quality and Care Transformation Office: 360-725-1903 Kelly.mcpherson@hca.wa.gov mailto:steen.trawick@christushealth mailto:jason.adams@ni2health.com mailto:tim.graden@sos.wa.gov mailto:cdouglas@DOC1.WA.GOV mailto:Kelly.mcpherson@hca.wa.gov

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

PURCHASE CARDS (I.E., CREDIT CARDS)

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

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

DESContractsTeamCedar@des.wa.gov mailto:DESContractsTeamCedar@des.wa.gov

Bidder Name: OTB Solutions Group, LLC

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 1

Categories that your company is bidding on (Mandatory, Not Scored)

Check the box(s) next to each category that your company is bidding on:

Organizational Development Change Management Management and Business Analysis

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 2

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

Areas of service:

We are a management consulting firm offering an array of services, from the strategic to the very tactical. We provide clients with small, highly capable teams that work independently or in collaboration with others in the organizations we serve. Most of our engagements leverage deep capabilities related to information management and information technology.

Our services include Change Management, Organizational Development, Project & Program Management, Business Process Management and Optimization, and Strategy Development. We work in a wide range of industries including Healthcare, Public Transit, Public Sector, and other industries.

Change Management Initiatives often fail, end up delayed, or have budget overruns when the people side of change is not adequately addressed to ensure adoption of new behaviors. We use industry best practices to neutralize the roles stakeholders often adopt behaviors such as “critic”, “victim”, and “bystander” who can unintentionally (or deliberately) sabotage success of your efforts. We assess your organization’s current readiness for change, then design and implement a customized strategy applying proven change tools and methods to address resistance and increase stakeholder adoption of new behaviors. If you are facing complex changes in systems, processes, or structure, we can help with:

• Change Readiness Assessments

• Comprehensive Change Management Plan

• Leadership Development

• Management Support Systems

• Communications and Risk Management

• Training and Coaching Support

• Metrics-Based Reporting & Monitoring

• Change Sustainment Plan

Organizational Development Organizations committed to building up their collective capacity to change and develop new skills, cultures and values become resilient and can achieve greater effectiveness. Those desiring high performance will benefit from implementing systems and processes proven to support organizational maturity, including changes in structure and managerial processes throughout the organizational lifecycle. If you need support to improve your organization’s leadership, culture, structure, and ability to perform, we have decades of expertise to help with:

• Diagnosis of Problems

• Data Collection and Analysis

• Strategic Planning & Development

• Intervention Design &Implementation

• Team Effectiveness Development

• Leadership Development & Training

• Executive Coaching

• Systems Evaluation & Monitoring

Business Process Optimization + Performance Improvement Leading companies seek to reduce costs and enhance customer satisfaction by improving the performance of their business processes. We have helped clients achieve these objectives whether their focus is process improvement explicitly, or they are modifying processes to realize benefits associated with a new system implementation or organizational change. In all cases, we strive to take a holistic systems approach that aligns investments in people, process and technology with business strategy:

• Process design, improvement, and re-engineering

• Process automation

• Lean Process Improvement

• Business Process Optimization

• Healthcare Revenue Cycle Optimization

• Strategic Implementation of Regulatory

Compliance

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 3

Project Leadership:

Our team includes professionals with years of experience leading groups and organizations. If you are looking for a project or program manager, or even an acting executive to help you through a tough transition, we can help with:

• Business case development

• Technical project management

• Acting executive roles

• Organizational change management

• Quality management reviews

• Business Analysis

• Organizational Assessments

• Requirements Validation

Strategy Development:

Success requires a clear vision and a solid plan. We’ve helped organizations across many industries with both. Using tools like Balanced Scorecard and Benchmarking, SWOT and Critical Success Factor analysis, we can help you define your vision, communicate it to your team, and define the steps needed to get you there.

• Vision Setting

• SWOT and Critical Success Factors Analysis

• Benchmarking

• Performance scorecard

• Strategy Deployment

• IT Strategy

• Organizational Assessments

Customer Base:

We are a Professional Services Firm that serves customers in multiple industries in the Pacific Northwest, across North America and internationally. Our customer base spans a diverse range of organizations: from an international non-profit focused on global health issues, to several major multi-state healthcare networks, to manufacturing companies, enterprise software, financial services companies, and branches of the public sector. Our customer base is primarily in four industry areas:

Public Sector, Healthcare, Public Transit and High Tech. Since our start in 2002 we have completed 496 separate projects for 89 private and public sector clients. We work with 16 different city, county and state public sector agencies and have successfully completed 60 separate projects for them totaling $14.8M. The average project was just under $250k and project totals ranged from $2,500 to $4.3M.

The following is a deidentified sampling of relevant client projects completed over the last 5 years:

Project Name Project Dates Description of services provided

Consent Management 1/17/2020 -ongoing

Project Management for requirements conducting business analysis and procurement of an electronic Consent Management Solution.

System Modernization Project Management Assistance & Organizational Change Management

05/01/2018 – 06/30/2020

Project Management, Analysis and Organizational Change Management leadership for a large system modernization project. Includes two additional amendments to add development and implementation of a customized enterprise OCM Plan and baseline readiness assessment results and oversee system testing, regional system training, additional functionality development support, business process documentation, and development of system governance.

Introduction to Lean Workshop & Follow-Up Coaching Sessions

05/01/2019 – 07/02/2019

Training workshop to increase participants’ Lean leadership capabilities and begin independently applying basic problem-solving and improvement capabilities with their teams. Included post-course leadership coaching sessions.

Learning Management System Migration

09/30/2018 - 3/1/2019

Provided Project Management and Organizational Change Management planning services as client anticipated migrating to a new version of their learning management system following our completed business

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 4

Project Name Project Dates Description of services provided analysis and feasibility study recommendations.

Claims Work Check System

01/01/2018- 10/01/2018

Automation for a process the client uses for coaches, leads and supervisors to review, correct, and approve the work of apprentices and newer staff. Included process optimization and automation.

System Modernization Feasibility Analysis

07/01/2018- 09/30/2018

Conducted a system modernization feasibility study/options analysis on three potential courses of action. Deliverables included validation of functional & business requirements, evaluation of technical implications, vendor systems capabilities assessment, stakeholder engagement, marketplace survey, implementation plan, risk analysis, Decision Package placeholder, SBAR and IT Addendum.

Portfolio Management 1/1/2018- 9/30/2018

Managed multiple projects as a portfolio to enable the client to make data driven decisions. Projects included implementation of a data request intake tool; launching a Data Governance Program; overseeing vendors progressing the Enterprise Data Architecture; and implementation of a Master Data Management system.

Enterprise Data Warehouse Project

1/1/2018- 9/30/2018

Project Management for a decision support and analytics infrastructure and the enterprise data warehouse. Includes data governance.

Leadership Development and Goalsetting

8/1/2018 - 8/31/2018

Conducted customized leadership development training to build capability around setting and achieving strategic goals while overcoming pitfalls toward progress. This also included basic Lean management systems and change management tools to increase stakeholder adoption and acceptance.

Health Informatics Roadmap Consulting Services

03/01/2017- 01/31/2018

Developed a Health Informatics Roadmap for the client and key trading partners, consistent with the client vision for a future health record (including an inventory of data sources, data systems and current/emerging data use cases)

Electronic Consent Market Analysis

9/1/2017 - 1/31/2018

Business analysis, assessment of methods, process, and IT roadmap to achieve a state-wide process for allowing patients to “opt” into information sharing.

Safety and Security Certification Management System

08/01/2015- 12/31/2017

Replace / modernize existing safety and security systems. Delivered a robust, enterprise class, business process management solution to mitigate safety and security hazards for new projects.

Business Analysis 8/13/2015- 3/31/2016

Performed system and workflow analysis and recommended new systems for life science organization.

Our organization’s capability, stability, and strength We are a consulting firm made up of committed individuals who are dedicated to building their careers by providing the highest level of client service. We do not operate as a staffing agency. We believe that two heads are better than one and therefore each project has a senior company executive assigned to provide a second set of eyes and give quality assurance input. This is a strong recruiting message for our potential hires. We are committed to helping our people build strong consulting skills and to supporting them in their day-to-day work. All of these factors result in powerful ability for us to attract and retain excellent people.

We were founded by and continued to hire senior people who already have significant consulting, project management and technical experience. That group of senior people has remained as a solid

EXHIBIT C - 2 – BIDDER RESPONSE SHEET / 01620-BUSINESS CONSULTING SERVICES PAGE 5 base for many years and gives us the credibility to attract additional senior or junior talent as needed.

We maintain an active network of professionals who are available to supplement our core group as needs arise. These individuals often go on to become part of the core team.

From a strategy standpoint, we do not hire staff only for a specific project or assignment. We recruit skilled individuals who are dedicated to building a consulting career. We have the goal and expectation that anyone we hire will go from project to project over the years and contribute to building the strength of our consulting practice. We provide training and operate as a consulting practice rather than a collection of independent individuals who are assigned to projects. Our team members frequently solicit expert input from their colleagues to bolster the quality of what they deliver to our clients.

We have very low overhead and as such can pay our people top dollar in the marketplace. We have an industry leading benefits package which includes comprehensive health, dental, vision, plus both short-and long-term disability, and life insurance. We contribute on behalf of our employees to a 401K retirement plan. We strongly promote work-life balance and actively seek to promote an environment where people can thrive at work while enjoying a rewarding personal life. We enjoy working together and value our colleague’s diversity and contributions.

We believe these things contribute to a firm where people feel valued and rewarded for their contributions, and where they can build their career while doing important work. Our low turnover rate is the result. All our current core team staff have been with us for four or more years (except for our current student intern), and five of our key senior staff have been with us for eight years or more. Our executive leadership team members have all been with us for more than 15 years. On the rare occasion that might need to change work assignments, we act quickly to re-distribute work and/or provide our clients with multiple options for replacing key staff.

We have done prior work in the public sector and will continue to work where and how our clients require, usually on premises, at various locations, or working remotely in alignment with safety guidelines when needed. We understand that flexibility is important in any engagement, and our size allows us to make decisions and react quickly without becoming mired in bureaucracy. Our consultants live in the greater Puget Sound area and our proximity minimizes travel and helps us stay flexible to meet clients’ scheduling needs. Should your projects require project managers or other resources on a part-time, periodic, or infrequent basis; or should an existing project require more or less time than expected, we have many options to accommodate those needs.

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

Project 1 / Reference 1 - Organizational Development

Our company worked on a project for a healthcare organization who knew it needed to invest in physician leadership development, executive coaching, and team development to achieve their goals.

Size of Company: Approximately 3,500 employees Length of Time: 6 Months Goals:

This healthcare client desired to measurably improve quality, satisfaction, and financial performance of care delivery in the communities they serve and realized that medical school training inadequately addressed the skills needed to be a strong physician leader. Aggressive operational goals had been set, and due to inadequate communications, collaboration, and management systems, progress was unpredictable and inadequate to meet their customers’ care delivery needs.

To achieve their mission and vision, physician leaders at each hospital site, across their geographic region and at the national/ organizational level needed to achieve operational and financial goals, communicate effectively, successfully lead multiple change initiatives and manage resistance from teams while continuing to provide safe quality care for patients. The goals of this engagement were to align operational goals between hospital sites, care divisions, geographic regions, and organizational physician teams. It would also require enhancing communication skills, teamwork and accountability between hospital-based physician leaders, regional medical directors. Leadership training essentials would be provided for physicians, to include ways to build resilience and address burnout for physician leaders.

Scope:

Desired interventions included direct leadership development, team coaching, and focused training sessions. This engagement included design, development, and implementation of a targeted two-day Regional Leadership Summit for 42 hospital physician leaders and five Regional Medical Directors from geographically disperse teams across 14 states. To ensure management and accountability systems were effective and supported continued learning, the Associate Chief Medical Officer and Regional Medical Directors team received executive coaching for a duration of six months.

Action Taken:

To achieve greatest impact, a layered support approach was developed and implemented. It included a customized leadership development program design which including three core components:

executive coaching, team development, and focused training workshops.

Executive & Leadership Development Program Design A confidential physician leaders survey was designed and implemented to provide objective and subjective information, including a skills assessment, communication barriers, and opportunities for improvement. The results of the survey were shared with the physician leadership team to support the design of customer data driven learning objectives and program design. The result was a two-day intensive team and individual coaching workshop that included focused operational planning sessions for each division, complete with hospital-based leaders reporting out their results to other divisions to ensure strategic alignment with regional goals. As perceived barriers, deliberate communications processes were designed to engage leadership from top to bottom, and accountabilities were clarified at the individual, division, and regional levels.

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As part of team and individual development, focused sessions to address physician leader burnout resulted in resilience training and resources, including implementation of developed team-building exercises to encourage connection, collaboration, and to progress team cohesiveness.

Training Workshops:

Targeted leadership and organizational development courses were designed and facilitated to provide physician leaders with critical skills identified through the assessment and learning objectives process.

Courses included topics like “Managing Resistance”, which targeted identification skills to discern four types of resistance and leadership approaches to overcome each. A “Leading Change” session focused on change management and ensuring base-level and intermediate leadership capability building.

“Crucial Conversations” sessions builds awareness, knowledge and skill around managing conversations with high stakes, strong emotions and opposing opinions. All training included didactic, lecture, role plays with client specific scenarios, online and in-person learning components.

Team and Individual Coaching As a follow-up to the physician summit program design, executive and team coaching was implemented after the summit. The senior chief medical officer’s goals focused on developing leadership skills in identifying and manage priorities and implementing change management within the executive levels of the organization. Additional alignment came from providing team and individual coaching for regional medical directors to accelerate learning in communication and physician engagement. Each participant had a 360 Degree Feedback survey administered to identify strengths and development opportunities in order to purposefully incorporate these themes into individual development plans. Finally, all efforts helped identify additional future training opportunities to better equip individuals with leadership skills that would be needed to achieve longer-term organizational and division strategies, and better develop each physician leaders’ potential.

Results:

As a direct result of the leadership development program design, targeted training workshops, team and individual coaching, the organization achieved significant improvements at the employee, leader, and organizational levels. The organization experienced improved communications and strategic alignment at every level, which also positively impacted employee engagement and growing job satisfaction. Finally, progress toward achieving annual operational goals was significantly improved in just one quarter.

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Project 2 / Reference 2 - Organizational Development

Our company worked on a project for an organization that improves healthcare operating margin performance by focusing on organizational development tools, approaches, and techniques.

Size of Company: Approximately 60 employees Length of Time: 8 Months Goals:

The client is a small healthcare revenue cycle performance group who desired to advance organizational maturity and performance. Executives contracted to improve leadership clarity about behaviors and expectations necessary for success and adopting a culture of service excellence across the organization, in alignment with their values.

Scope:

To achieve their service goals, the company’s Principle and Chief Executive contracted with our organizational development experts to create a customized talent development program for planning, recruiting, training, and managing performance across the company. These approaches included coaching executives, providing individual leadership development plans, and designing training services to optimize success.

Action Taken:

A comprehensive organizational talent development strategy was collaboratively developed, including values aligned and integrated leadership competencies, executive coaching, leadership development and phased comprehensive learning program design and implementation.

Executive & Leadership Talent Management Program Design Our OD expert partnered with the company executives and leadership team to clearly understand current state performance and culture gaps. Gaps were identified in competencies related to Service Excellence and Communication. From there, a customized a talent development strategy was developed to support the organization’s recruiting and retention efforts. Success competencies and metrics were designed for the individual, division, and organization. Targeted development curriculum also included individual coaching, tools, and learning opportunities to advance performance effectiveness.

To target specific competencies needed for this specific leadership team, online leadership surveys were developed and implemented, and team interviews were conducted in order to provide objective gap analysis and customized recommendations for leadership competencies. Once complete, these recommendations were validated with the senior leadership team and with external customer-based focus groups. Standardized competencies with specific success criteria and metrics were incorporated into job descriptions, performance evaluations, and development plans. Interview questions highlighting standardized behavioral competencies were also developed and implemented to improve the quality of both candidates and new hires within the organization.

Training Workshops:

Targeted training curriculum was designed, and associated content developed, leading to the program training “Foundations of Service Excellence and Service Recovery”. This content was delivered to the leadership and executive team as webinars, with both virtual and live content being facilitated. To augment the training course, leadership and effective screening tools were also developed and provided to the hiring team. In addition, the sessions were recorded for use in future leader onboarding, as self-paced leadership development courses.

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Finally, an additional two-day skills course based on the New York Times bestseller, Crucial Conversations, was also implemented. Team members learned skills needed to manage dialogue when opinions vary, emotions are strong, and stakes are high. This course provided leaders across the organization with a deep dive on dialogue and other skills needed to promote positive client and working relationships and results in alignment with the organization’s service values.

Results:

This customized program design, executive and team coaching, and targeted training curriculum delivery created an organization-wide integrated talent management program, resulting in repeatable, predictable outcomes in their talent management process. This system laid the foundation and engaged leaders through its rollout. With hiring processes standardized and improved, time-to-hire times dropped, and there was lowered staff turnover. As performance evaluation ratings improved, the leadership team had the capability to use this roadmap to strategically drive internal talent development topics to build new capabilities and cultures.

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Project 1 / Reference 1 – Change Management

Our company worked on a project to modernize and implement a highly secure statewide information system in less than eleven months, foster stakeholder collaboration and adoption across 39 different groups, prior to advancing to the next project phase.

Size of Company: Approximately 35 employees Length of Time: 26 Months Goals:

An organization was facing an unbelievably tight timeline to deliver a modern, highly secure new system before a critical federal deadline. The organization knew success would depend on mobilizing stakeholder support across the state to give up their own tried and true information systems while the project team worked to simultaneously convert separate county applications to one new centralized information system in less than eleven months.

Scope:

Project leaders realized the criticality of engaging their 230 geographically dispersed stakeholders to support 4.5 million users, and eight organizations who manage 12 data interfaces that support the new information system. Processes across the state were run on 42 separate legacy systems that were not integrated, and with some network components no longer supported, exposing system security vulnerabilities. Each county had their own separate system contracts and managed their own vendor relations for support. There were no standardized business processes, no centralized oversight or governance, and no incentive for staff to collaborate across county lines.

The information system security is absolutely vital to ensure federal and state requirements are met.

Under the current culture, public trust in key business processes could be further compromised if there was any negative publicity. The prior inability of stakeholders to coordinate in real time required extensive manual processes to compensate for the lack of integrated systems. Inadequate resources to implement a centralized system could delay the ability to be prepared to comply with new laws and overlapping public activities at a time when user loads would be higher than ever tested before.

Action Taken:

Our organizational change management solution…