RFP S-10700-00013102 ATTACHMENTS B and D-F.docx

RFP S-10700-00013102

ATTACHMENTS B & D THROUGH F

ATTACHMENT B – DISCLOSURE EXEMPTION

ATTACHMENT D – RATE PROPOSAL FORM

ATTACHMENT E – RESPONSIBILTY INQUIRY

ATTACHMENT F – KEY PERSONS

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ATTACHMENT E RESPONSIBILITY INQUIRY_cln.docx

ATTACHMENT E - RESPONSIBILITY INQUIRY

Agency will determine, in accordance with ORS 279B.110, responsibility of a Proposer prior to Award and execution of a Price Agreement. In addition to this form, Agency may notify Proposer of other documentation required, which may include but is not limited to recent profit-and-loss history, current balance statements and cash flow information, assets-to-liabilities ratio, including number and amount of secured versus unsecured creditor claims, availability of short and long-term financing, bonding capacity, insurability, credit information, materials and equipment, facility capabilities, personnel information, record of performance under previous contracts, etc. Failure to promptly provide requested information or clearly demonstrate responsibility may result in an Agency finding of non-responsibility and rejection.

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

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

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

Response:

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

obtaining, attempting to obtain, or performing a public (Federal, state, or local) contract or subcontract, violation of federal or state antitrust statutes relating to the submission of bids or Proposals, or embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, or receiving stolen property?

YES |_| / NO |_|.

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

Response:

Within the last three years, has Proposer had:

any contracts terminated for default by any government agency, or any lawsuits filed against it by creditors or involving contract disputes?

YES |_| / NO |_|.

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

Response:

Does Proposer have any outstanding or pending judgments against it? YES |_| / NO |_|.

Is Proposer experiencing financial distress or having difficulty securing financing? YES |_| / NO |_|.

Does Proposer have sufficient cash flow to fund day-to-day operations throughout the proposed contract period? YES |_| / NO |_|

If "YES” on the first question or second question, or “NO” on the third question, please provide additional details.

Response:

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

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

Response:

Does Proposer have all required licenses, insurance and/or registrations, if any, and is Proposer legally authorized to do business in the state in which the Services will be provided? YES |_| /NO |_|.

If "NO," please explain.

Response:

Pay Equity Certificate. This certificate is required if Proposer employs 50 or more full-time workers and the prospective contract price is estimated to exceed $500,000.

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

If the certificate was provided with the Bid or Proposal submitted for a solicitation related to the prospective contract, then it is not necessary to resubmit it. Just indicate “see Bid” or “see Proposal” in the response field. Otherwise, if applicable, submit a copy of the certificate with this form.

Response:

AUTHORIZED SIGNATURE

By signature below, the undersigned Authorized Representative on behalf of Proposer certifies to the best of his or her knowledge and belief that the responses provided on this form are complete, accurate, and not misleading.

Proposer Name:

RFP:

Project Name:

Authorized Signature Date

Print Name Title

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ATTACHMENT F KEY PERSONS AND RESUMES.docx

ATTACHMENT F – KEY PERSONS AND RESUMES

Proposer must identify below the Key Person or Persons to be assigned to manage any resulting Price Agreement. Include a current resume (not to exceed two pages each) for each individual listed who has authority to resolve issues with performance, billing, and contract administration.

1. Key Person # 1 (include resume)

Name:

Title:

Responsibilities:

Phone:

E-mail :

2. Key Person # 2 (include resume)

Name:

Title:

Responsibilities:

Phone:

E-mail :

3. Key Person

Name:

Title:

Phone:

E-mail :

4. Key Person

Name:

Title:

Phone:

E-mail :

5. Key Person

Name:

Title:

Phone:

E-mail :

RFP S-10700-00011564 Armored Transport Services

RFP S-10700-00007807 TRANSCRIPTION SERVICES

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ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT.docx

THIS FORM ONLY NEEDS TO BE COMPLETED IF PROPOSER BELIEVES INFORMATION CONTAINED IN THEIR PROPOSAL IS EXEMPT FROM PUBLIC DISCOSURE UNDER OREGON’S PUBLIC RECORDS LAW.

I, ________________________________________________________, being first duly sworn under oath, and representing

__________________________________________________________(hereafter “Proposer”), hereby deposes and swears or affirms under penalty of perjury that:

I am an employee of the Proposer, I have knowledge of the Request for Proposals referenced herein, and I have full authority from the Proposer to submit this affidavit and accept the responsibilities stated herein.

I am aware that the Proposer has submitted a Proposal, dated on or about __________________________, 2024 (the “Proposal”), to the State of Oregon (State) in response to Request for Proposals # RFP S-10700-00007807 for Transcription Services, and I am familiar with the contents of the RFP and Proposal.

I have read and am familiar with the provisions of Oregon’s Public Records Law, Oregon Revised Statutes (“ORS”) 192.311 through 192.478, and the Uniform Trade Secrets Act as adopted by the State of Oregon, which is set forth in ORS 646.461 through ORS 646.475. I understand that the Proposal is a public record held by a public body and is subject to disclosure under the Oregon Public Records Law unless specifically exempt from disclosure under that law.

I have reviewed the information contained in the Proposal. The Proposer believes the information listed in Exhibit A is exempt from public disclosure (collectively, the “Exempt Information”), which is incorporated herein by this reference. It is my opinion that the Exempt Information is exempt from disclosure under Oregon’s Public Records Law under the specifically designated sections as set forth in Exhibit A or constitutes “Trade Secrets” under either the Oregon Public Records Law or the Uniform Trade Secrets Act as adopted in Oregon because that information is either:

A formula, plan, pattern, process, tool, mechanism, compound, procedure, production data, or compilation of information that:

is not patented, is known only to certain individuals within the Proposer’s organization and that is used in a business the Proposer conducts, has actual or potential commercial value, and gives its user an opportunity to obtain a business advantage over competitors who do not know or use it.

or

Information, including a drawing, cost data, customer list, formula, pattern, compilation, program, device, method, technique or process that:

Derives independent economic value, actual or potential, from not being generally known to the public or to other persons who can obtain economic value from its disclosure or use; and

Is the subject of efforts by the Proposer that are reasonable under the circumstances to maintain its secrecy.

I understand that disclosure of the information referenced in Exhibit A may depend on official or judicial determinations made in accordance with the Public Records Law.

Affiant’s Signature Title

Printed Name Date

State of ___________)

) ss:

County of ________)

Signed and sworn to before me on ___________ (date) by ______________________ (Affiant’s name).

Notary Public for the State of _________________

ATTACHMENT B — DISCLOSURE EXEMPTION AFFIDAVIT

My Commission Expires: _________

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EXHIBIT A TO ATTACHMENT B

Proposer identifies the following information as exempt from public disclosure under the following designated exemption(s):

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ATTACHMENT D RATE PROPOSAL FORM.xlsx Sheet1

ATTACHMENT D-RATE PROPOSAL FORM

RFP S-10700-00011564 Armored Transport Services

Proposer shall use the drop down menu below each listed city to identify the applicable pick up frequency or coin and currency request and enter a rate next to the particular service to be provided. Rates entered in this Attachment D-Rate Proposal will be used to establish rates for the surrounding area in the event Proposer is awarded a Price Agreement to provide the requested Services.

Western Region

Portland Rate Salem Rate Eugene Rate Roseberg Rate Medford Rate

West Central Region

The Dalles Rate Maupin Rate Madras Rate Bend Rate Klamath Falls Rate

East Central Region

Pendelton Rate John Day Rate Burns Rate *Daily Pick Up (5 days M-F)

*Weekly Pick Up (1 day M-F)

*Weekend Pick Up (1 day S-S)

*On Call (single pick up M-F)

*Coin and Currency Request Fee

Eastern Region

Enterprise Rate Baker City Rate Ontario Rate

*Daily Pick Up (5 days M-F) indicates regularly scheduled pick ups daily, five days a week, Monday through Friday, at the times agreed upon by the parties with deposits occurring the same day as the pick up.

*Weekly Pick Up (1 day M-F) indicates a single pick up, one day a week, Monday through Friday, on the day and at the time agreed upon by the parties with the deposit occurring the same day.

*Weekend Pick Up (1 day S-S) indicates a single pick up, one day a week, on Saturday or Sunday, on the day and at the time agreed upon by the parties with the deposit occurring the same day or the next business day.

*On Call (single pick up M-F) indicates a standby status fee, charged monthly, reserving a pick up window, within an established route, to facilitate a pick up upon notification by the Authorized Purchaser. Actual pick up service would be billed at the rate agreed upon by the parties and be due and payable only upon the successful pick up and deposit at the depository agreed upon between the parties.

*Coin and Currency Request Fee indicates the fee applied to coin and currency requests of an Authorized Purchaser requested for next day delivery on the regularly scheduled pick up day and time. Fee is a flat fee applied to the transaction regardless of the amounts or denominations being requested.