PublicConsultingGroupBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: Public Consulting Group LLC Type/print full legal name of Bidder

Bidder’s Address: 621 Capitol Mall, Ste. 1425, Sacramento, CA 95814 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): ☒ Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

OR

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

OR

BIDDER DOES NOT HAVE REQUIRED INSURANCE. As detailed on the attached explanation (Bidder to provide), Bidder does not have a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master

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

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

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

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

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

OR

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

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

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

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

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

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

OR

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

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

WASHINGTON SMALL BUSINESS. Bidder is a Washington Small Business as defined in RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet two

(3) requirements:

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

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

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

OR

☒ NOT WASHINGTON SMALL BUSINESS. Bidder is not a Washington Small Business as defined http://www.des.wa.gov/services/ContractingPurchasing/Business/Pages/WEBSRegistration.aspx

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

in RCW 39.26.010.

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

VETERAN-OWNED BUSINESS. Bidder is a certified Veteran-Owned business under

RCW 43.60A.190 and is identified as such on WEBS (which is confirmed by the

Washington Department of Veterans’ Affairs).

OR

☒NOT VETERAN-OWNED BUSINESS. Bidder is not a certified Veteran-Owned business under

RCW 43.60A.190.

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

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

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

BIDDER NAME: PUBLIC CONSULTING GROUP LLC_____________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: Practice Area Director____________ Title of person signing certificate

Date: 1/24/2021______________________

Mitchell Dobbins________________________ Print Name of person making certifications for Bidder

Place: Sacramento, CA__________________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

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

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

EXHIBIT A-2 – BIDDER’S PROFILE

Competitive Solicitation No.: 01620 – Business Consulting Services

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

Public Consulting Group LLC Business Name 621 Capitol Mall, Ste 1425 Address Sacramento, CA 95814 City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

601978407

Federal Tax ID No. (TIN):

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

04-2942913

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: Mitchell Dobbins Email: services@pcgus.com Phone: 916-565-8090

Contract Administrator Name: Bret Mohninger Email: services@pcgus.com Phone: 916-565-8090

Sales Reporting Representative Name: Leah Bechtel Email: services@pcgus.com Phone: 916-565-8090

Sales Reporting Alternate Name:

Email :

Phone:

Management Fee Representative Name: Leah Bechtel Email: services@pcgus.com Phone: 916-565-8090

Management Fee Contact Alternate Name:

Email:

Phone:

Address for Enterprise Services to send management fee invoices:

Company name: Public Consulting Group LLC Attn: Leah Bechtel Address: 621 Capitol Mall, Ste. 1425 City/State/Zip: Sacramento, CA 96814

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Dana McLean 916-565-8090 services@pcgus.com Director, role of engagement manager to oversee project services under this contract.

Bret Mohninger 916-565-8090 services@pcgus.com Vice President mailto:services@pcgus.com mailto:services@pcgus.com

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

REFERENCES

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

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Hawaii Department of Human Services -- Benefit, Employment & Support Services Division Brian Donohoe, Administrator 808-586-5238 bdonohoe@dhs.hawaii.gov

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Montgomery County, PA Health and Human Services Penny Lafferty, Assistant Director 610-278-3627 laffert@montcopa.org

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington Health Care Authority Chris Boyd 360-725-9569 Chris.boyd@hca.wa.gov

Reference 2 – Change Management, if applicable

Company Name:

Contact & Title:

Phone:

Email:

City of Detroit Boysie Jackson, Chief Procurement Officer 804-726-7271 jacksonbo@detroitmi.gov

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Washington Health Care Authority Chris Boyd 360-725-9569 Chris.boyd@hca.wa.gov

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Wyoming Department of Workforce Services Kris Funk, Unemployment Insurance Tax Chief 307-235-3203 Kris.funk@wyo.gov

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

PURCHASE CARDS (I.E., CREDIT CARDS)

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

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

Mitchell Dobbins, Practice Area Director______ _________________________ 1/24/2021_____ Name, Title Signature Date

Name, Title Signature Date

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

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

CERTIFICATION

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

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

BIDDER NAME: PUBLIC CONSULTING GROUP LLC________________________________________

Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: Practice Area Director_____________ Title of person signing certificate

Date: 1/24/2021_________________________

Mitchell Dobbins________________________ Print Name of person making certifications for Bidder

Place: Sacramento, CA________________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Public Consulting Group LLC

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

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

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

Organizational Development Change Management Management and Business Analysis

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

Our company is a privately held Corporation and a leading public sector management consulting and operations improvement firm. Our employees have a wide range of public and private sector experience and subject matter expertise with the ability to support the categories of Organizational Development, Change Management, and Management and Business Analysis.

Through stringent controls, well-maintained procedures, and proven methodologies, we consistently meet our contract obligations. A large part of our success is the ability we have to provide cost-effective, high-quality services along with the flexibility required to meet the ever-changing needs of our customers.

Since our founding, we have sustained dynamic growth through sound financial management and astute contract administration.

The following diagram provides a view of our offices across the United States (including multiple offices in the State of Washington), Canada, Poland, and the United Kingdom.

Figure 1. Strength across the Nation

Our company has four designated areas of expertise, each with a proven track record of achieving results for our clients. We often combine resources from our different practice areas to further strengthen the knowledge and experience we offer you – our client. With the daily challenges our clients face, this multidisciplinary approach helps us to ensure we have the best resources to provide the most appropriate solution. With each engagement, we strive for long-term relationships with our clients allowing us to work toward systemic, sustainable solutions that support the specific goals and objectives. This approach and our proven track record in the marketplace allow us to respond quickly to the needs of our clients including the areas of Organizational Development, Change Management, and Management and Business Analysis.

1. Practice Area 1: Offers a full spectrum of quality information technology (IT) experience to help state and local government agencies to make business and technical changes and meet legislative demands. We support the complete life cycle of a project from vision, strategy, and planning through implementation and potential retirement. We provide deep domain knowledge across a varied number of government programs, including support for program, project, and technical management, with specialized expertise in a variety of related fields. We combine these skills to provide an integrated service offering based on innovative practices and standards with a proven record of successfully serving our customers. Additionally, we find cost-effective ways to help our agency partners deliver successful IT systems that enhance the lives of the constituents they serve. We help our clients with every phase of planning, developing, and deploying automated services and solutions to help streamline operations and achieve strategic goals.

2. Practice Area 2: Helps state, county, and municipal human services agencies to achieve their performance goals and better serve populations in need. Our consultants are seasoned professionals with proven solutions to help agencies design programs, services, and systems, increase program revenue, cut costs, and improve regulatory compliance with state and federal regulations. We are committed to helping state and municipal human services and economic development agencies keep their promises to the children, adults, and families they serve responsibly and sustainably. We work with our clients to enhance the bottom-line performance of state and local human services agencies by increasing program revenues, reducing costs, and improving compliance with state and federal regulations. We improve identification, reporting, and utilization of human service's financial and service delivery information. We provide state-of-the-art consulting, project management, technology installations, and operations management to improve service outcomes and associated business functions while reducing or containing costs.

3. Practice Area 3: Offers in-depth programmatic knowledge and regulatory expertise to help state and municipal health agencies respond to regulatory change, improve access to health care, maximize program revenue, improve business processes, and achieve regulatory compliance.

Using industry best practices, our team helps organizations deliver quality services with constrained resources to promote improved client outcomes. Alongside our firmwide consultants, our consultants are committed to helping our clients meet the financial, regulatory, and operational challenges of today’s changing landscape so they can provide the best care, most effectively, to the people they serve. Our work includes organizational development, change management, strategic planning, operations improvement, IT enhancements, and other technical services that improve the financial, organizational, and operational performance of our clients.

4. Practice Area 4: This practice is committed to helping schools, school districts, and state education agencies strengthen their performance, streamline their operations, and improve their programs and instruction so that all students have what they need to succeed. Our team offers consulting services and technology solutions to help schools, school districts, and state education agencies and ministries of education promote student success, improve programs and processes, and optimize financial resources. Through the use of technology and consulting services, we assist our clients in developing and implementing successful data management, technology, reporting, and revenue maximization initiatives. We provide student information data warehouse and reporting services to enable student performance tracking, outcomes analysis, and strategic resourcing.

Center of Excellence (CoE)

Our company brings proven methodologies to our clients with an established Center of Excellence (CoE) with Major Business Lines (MBLs) shown in Figure 2, that include Business Solutions, Project Assurance, Advisory Services, and Integration Services.

Figure 2. Center of Excellence – Major Busines Lines

Each MBL is supported by multiple services lines that help us to not only provide knowledge and education to our staff but also provide the tools and support that help our clients to be successful. Each service line is based on current market and information technology standards. These standards allow us to offer responsive services to our clients by maintaining a wide range of project management and technical qualifications from such places as:

• Institute of Electrical and Electronics Engineers (IEEE)

• International Organization for Standardization (ISO)

• Project Management Institute (PMI)

• Capability Maturity Model Integration of the Carnegie Mellon University Software Engineering

Institute (CMMI)

In response to the bidder categories for Organizational Development, Change Management, and Management and Business Analysis, our highly skilled and experienced professionals would use our Business Solutions MBL and each of its service lines. This provides our expert consultants with established methodologies, templates, and checklists.

Business Solutions supports our company in providing our clients with:

• Project Management

• Planning and Procurement

• Business Process Re-Engineering Management

• Data Management,

• Organizational Change Management Services

Each established service lines includes a developed toolkit that includes core frameworks, methodologies, and artifacts as well as the tools (e.g., templates, checklists) needed to support the delivery of high-quality services to our clients. Within the project management service line. Our organization has extremely strong project management standards and qualifications; including a strict training and education program that supports the preparation of our staff in obtaining their PMP certification in alignment with PMI’s Project Management Body of Knowledge (PMBOK). With more than 200 of our consultants PMP certified, our company has supported our clients in establishing multi-state Project Management Offices as well as providing project management, change management, business analysis services to some of the largest and most complicated system integration projects in the nation; including the specific services that support the categories of Organizational Development, Change Management, and Management and Business Analysis.

Approach

Our company approach is to provide full transparency to our clients, so they will always know what we are doing and why we are doing it. This includes the status of any issues and challenges that have been encountered. This approach, combined with our knowledge, skills, and experience around Organizational Development, Change Management, and Management and Business Analysis, translates to lower risk and a higher probability for success as we partner with our clients to meet their specific goals and objectives.

As the future is currently unknown with the COVID pandemic; as an organization we have adopted processes and procedures to maintain the health and well-being of our clients as well as our own staff. To continue providing effective services we have modified our approach to include virtual methods of communication (e.g., MS Teams and Zoom), and the successful means for offsite coaching and training that support our clients consisting of real-time knowledge transfer, online and electronic classrooms, recorded videos, increased documentation, online surveys, and one-on-one sessions.

Once the future becomes more understood, we will work with our clients to determine the best methods for ongoing communication and if this approach should be updated to include onsite visits and more in-person interaction.

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

The following references are provided to support the categories of Organizational Development, Change Management, and Management and Business Analysis.

Project 1 / Reference 1 - Organizational Development

Our company worked on an 18-month project to embed a coaching culture through the delivery and reinforcement of workshop-driven learning for both supervisors and frontline case managers. Grounded in our proprietary coaching framework, this work aimed to generate the following benefits:

• Supervisors and Managers can help direct reports understand expectations and build skills by providing meaningful feedback and support.

• Case Managers can help clients make economic and personal gains by building the essential skills needed to succeed in education, the workplace, and everyday life.

In order to tailor the curriculum to the organization’s unique needs, we completed an initial assessment which involved a series of site visits with prospective workshop participants. The purpose of these visits was to better understand Department culture and processes and thus tailor workshop learning-support materials and wrap-around reinforcement and change readiness maximization activities to the state’s specific needs. Each of seven coaching workshop cohorts (one for senior Managers, three from frontline supervisors, and three for frontline workers) totaling 14 Senior Leaders, 60 Frontline Supervisors, and 85 Case Managers participated in three one-day workshop sessions scheduled over three months, allowing participants to practice and improve in coaching skills between sessions. After completing the workshops, we helped reinforce change through a series of sustainability and change readiness maximization activities and supports, including:

• Coaching Circles – Convening and facilitating small groups of coaches for facilitator- and peer-supported coaching and reinforcement.

• Technical Assistance – Interim check-ins by phone and/or videoconference with participants to respond to successes and challenges they experienced along the way.

• Monthly Coaching Tips – Practical tips (typically a visual one-pager) aimed at sparking thought and action in their everyday work.

• Mindset Survey – Measured changes among those who participated in the training.

• Executive Coaching of Key Change Leaders – 1:1 and small group coaching of the agency’s internal organizational development team, the team’s leaders, and the Director who worked closely with the organizational development team to turn lessons learned from individual reviews into organizational continuous improvement and learning solutions.

Project 2 / Reference 2 - Organizational Development

Our company worked on a project to help a large county health and human services agency develop and begin implementing a five-year strategic plan. Following comprehensive internal and external assessment and Strengths, Weaknesses, Opportunities, and Threat (SWOT) Analysis, we conducted a series of learning and planning workshops with the agency’s senior leadership team, introducing, and then applying key concepts and tools for distilling insights about the organization and its larger system of care and developing high-level and drilled-down tactical plans for driving focused continuous improvement. We then conducted follow-up coaching workshops, team development coaching, and 1:1 executive coaching to help the 15-person senior leadership team work through differences in expectations and perspectives, conduct collective analysis and design work on major improvement areas (e.g., streamlining and strengthening the “front door” – the ways county residents learn about services and supports and start connecting with the public agency and its private provider partners and vendors to start accessing those services and supports), and understand themselves and each other more effectively as leaders on continuous learning journeys. The work continued, with planning completed, the new strategic plan in the public domain, and working groups for implementation in the process of forming. We have received a new contract to support this work through helping to charter and launch Action Teams, including coaching Team leaders through 1:1 and in a team setting in learning-by-doing through team development and management best practices. Our Team Lead also continues to meet weekly with the Director through 1:1 sessions to provide executive coaching as well as with other key leaders on more of a periodic and as-needed basis.

Project 1 / Reference 1 – Change Management

Our company worked on a project that consisted of the business and technical analysis and assessment with the delivery of recommendations defined to address the immediate, short- and long-term organizational vulnerabilities and needs. Based upon the results of the assessment, the final product included a five-year IT strategic plan that helped our client achieve greater impact. The project included four team members from our company and 20 client team members. We led the development efforts of an achievable, measurable, five-year IT strategic plan as well as the planning effort where we provided an analysis of the plans for implementation and made recommendations for change and overall process improvement. We worked closely with the executive leadership team and other stakeholders within the agency. Our advisory, analysis, and planning services included the development of the IT strategic plan using our own local government strategic planning methodology. It included data gathering, an all-staff survey, conducting interviews and workshops, and developing vision, goals, objectives, performance measures, and an implementation plan. We conducted a security assessment and routine follow-ups to track improvements. These efforts yielded successful completion and presentation of a five-year IT Strategic Plan that includes milestones and activities for organizational change.

Project 2 / Reference 2 - Change Management

Our company worked on a project over the past several years, which included multiple divisions within the organization to lead required key initiatives demonstrating a consistent ability to meet and exceed the expectations of engagements. These initiatives have focused on: Organizational restructuring Process assessment and redesign Procurement, configuration, and implementation of IT solutions. The key achievements included development and onboarding of a centralized grants management team, initiation and implementation of activities supporting multiple IT systems (e.g., eProcurement and electronic grants management), development and implementation of redesigned business processes for key procurement and contracting functions, development of standard operating procedures (SOPs) and electronic document library. Additional services included the development and implementation of recommended performance metrics related to workload, effectiveness, and efficiencies, and the development and support of recommended processes for the various divisions.

Project 1 / Reference 1 – Management and Business Analysis

Our company worked on a project which was completed in the past five (5) years that included management, development, and deployment of an enterprise data architecture leveraging a cloud-based Enterprise Data Warehouse (EDW) solution that enforces consistent, secure data usage throughout the organization. Eliminating the multiple systems and data sources currently used across the agency. This was driven by the need for an effective, flexible, and efficient data infrastructure that supports current business functions and enabled future innovation and transformation. The data housed in the EDW represents information for more than 2.5 million residents. The EDW is available for use across the agency for analysis and reporting purposes. Our company provided daily leadership and technical consulting services in the development and implementation of a health care data related, Amazon Web Services (AWS) based-cloud EDW. Our specific responsibilities included collaboration and coordination with our client on development and implementation of the EDW, as well as coaching and development of in-house subject matter experts in data management and modern data architecture. The project involved multiple user groups. The systems development life cycle (SDLC) was an Agile Scrum methodology allowing for concurrent development of the major functions, with conjoined development to address dependencies between functions. Specific services included initial analysis and discovery and as-is documentation followed by the collection and management of requirements across multiple user teams. It included project management and project schedule development and support as well as process analysis, definition, and improvement that involved training and knowledge transfer to the client to increase in-house subject matter expertise in the analysis and testing tasks required to support implementation efforts and ongoing EDW expansion. The specific deliverables included:

• Initial Discovery Document

• EDW Test Plan

• EDW Test Scenario Map

• EDW Test Scripts/Test Cases

• EDW User Stories

• Requirements Traceability Matrix (RTM)

• User Acceptance Test Results Report

• Defect Status Report

• Performance Testing Results

• EDW Deployment Plan

• Backlog Assessment/Prioritization Guide

• Extract, Transfer, Load (ETL)

• Defect Repair

• Data Profiling

• Data Models

• Release Notes

• Code Reviews

• Defect Status Report

• Development/Maintenance Processes

• Tableau Migration Plan

• Tableau Installation/ Configuration Plan

After several previous attempts by the Agency and other vendors, the EDW was successfully accepted across the organization with sub-systems and individual databases being eliminated as more groups began to use the EDW as the single source of data across the agency as scheduled and within budget.

Project 2 / Reference 2 - Management and Business Analysis

Our company worked on a project which was completed in the past five (5) years that began as a consortium of four different states, all collaborating to modernize their Unemployment and Workers’ Compensation Insurance programs with a single integrated, modern, multi-tenant system. We provided overarching consortia Project Management Office (PMO) services above individual state PMOs, which included the establishment and the operation of the project’s processes and procedures, schedule management, risk and issue management, quality management, and the overall consortia process management. Additionally, we provided project executive advisory services to help plan and guide the overall project. Over the evolution of the project, we also supported the separation of our client from their previous system integration vendor, performed sophisticated contract management, and managed the transition of three consortium member states to separate solutions. We conducted an alternatives analysis of Unemployment and Workers’ Compensation Insurance systems in the marketplace and assisted our client with vendor selection for a new vendor. Over the life of the project, we provided a variety of services, including project management, business and technical analysis, contract management, Quality Assurance, Independent Verification and Validation (IV&V), facilities management, and office administration. Our company also leased a development facility on behalf of our client to support over 80 full-time resources. This effort involved negotiating the lease, furnishing office equipment, attending to monthly utilities, and managing and staffing office support personnel. Under our management and leadership, the project weathered many transitions and obstacles however remained on schedule and within budget.

Quality Assurance (4 pages maximum) (150 points)

Our company considers Quality Assurance and the management of each of our engagements an essential part of the overall success. We strive to be partners with our clients, to be a trusted advisor, and somebody they can reach out to for guidance and support in any area.

The approach we use to assuring the Quality Assurance of services includes assigning a dedicated and experienced Engagement Manager to each of our projects. The Engagement Manager would be a senior-level professional with more than 10 years of project and program management experience. The assigned Engagement Manager is a certified Project Management Professional (PMP®) with Project Management Institute and hold relevant other certifications and affiliations as applicable to the project.

The responsibility of the assigned Engagement Manager includes working closely with the client and project leadership team(s) to manage applicable scope and resources. This approach enables for complete transparency to ensure there are never any surprises. The assigned Engagement Manger reports weekly to our internal management team, the client, and project’s management team. Weekly reporting includes discussions on the quality of services being provided and the project costs against projected budget, to ensure we are supporting the best interests of the client and the project.

Additionally, the assigned Engagement Manager will introduce the controls identified in Table 1 throughout the steps of project quality control including confirmation, initiation, kickoff, execution, monitoring, and closeout. The controls detailed in the table are internal and are seen only by our client(s) through the services provided and deliverables produced.

Table 1. Project Quality Controls

Project Quality Control Steps and Descriptions # Step Description 1 Confirmation • Confirm project scope, deliverables, resources, and cost

• Obtain confirmation of project milestones, tasks, and activities 2 Initiation • Confirm what project meetings we should be attending

• Ensure regular meetings are scheduled to provide status reporting

• Ensure quality check-in meetings are scheduled with leadership

• Obtain required team member access (e.g., document library, network)

• Develop Deliverable Expectation Document(s) of all work products

3 Kickoff • Kickoff specific scope of work to be provided by our company

• Provide an…