RFQ 7523_EconomicImpactSoftware_SaaS_Final_091223~2.pdf

REQUEST FOR QUOTES (RFQ)

OHCS No. 7523 for Economic Impact Software (SaaS)

Issue Date: July 21, 2023

Agency: Oregon Housing and Community Services (OHCS) Issuing Office: Oregon Housing and Community Services (OHCS) RFQ Contact Information Authorized Representative: Joshua Herron Address: 725 Summer St NE, Suite B

Salem, OR 97301 Phone: 971-7200-3861 E-mail: joshua.herron@hcs.oregon.gov

OFFER DUE DATE AND TIME: TUESDAY, OCTOBER 03, 2023 BY 3:00 PM PT

Issued to: Open Market

1. Introduction Authorized Purchaser is issuing this RFQ No. 7523 (RFQ) to seek a Software as a Service Solution (SaaS) Solution that analyzes data related to housing and the economic impact of housing in the communities supported by Oregon Housing and Community Services (OHCS).

The length of the Agreement is estimated to be twelve (12) months.

This Request for Quotes No. OHCS 7523 (RFQ) is issued and seeks a single, qualified, and eligible Contractor to implement a Software as a Service solution that analyzes data related to housing mailto:joshua.herron@hcs.oregon.gov and the economic impact of housing in the communities supported by Oregon Housing and Community Services (OHCS).

The RFQ is posted on OregonBuys, the State of Oregon’s e-procurement system, as notice to all potential Offerors. In order to receive all communications and notices related to this RFQ and to be considered for award, Potential Offerors should monitor the Bid Solicitation in OregonBuys.

2. Definitions and RFQ Attachments and Exhibits

This RFQ consists of the following:

• This RFQ

• Exhibit 1, Statement of Work Form

• Exhibit 2, Pricing Sheet

• Exhibit 3, Reference Check Form

• Exhibit 4, Key Person Requirement

• Exhibit 5, Responsibility Inquiry

• Exhibit 6, Sample Information Technology Services Agreement

3. Background Information

The Oregon Department of Housing and Community Services (OHCS) uses research driven framework to provide services and realize housing outcomes for Oregonians through new and continuing programs. Understanding the communities that are supported and the economic impact of housing allows for the agency to shift priorities and better serve the State of Oregon.

OHCS Research Team has identified an immediate need for a Software-as-a-Service (SaaS) application that is externally hosted and cloud-based to serve as an Economic Impacts Data

Analysis tool (“System”). The System will provide most of the base functionality that OHCS requires, including the ability to analyze complex data sets in relation to economic impacts of housing, offer training options related to the use of the System, and offer support for use of the

System. All activities in the System will be recorded for an extensive period of time to meet requirements for record retention and will provide a very useful tool for audits and monitoring.

The ideal Offeror will provide an existing SaaS solution that can be configured for OHCS business needs.

4. Scope of Services:

The Contractor selected for contract award (Awarded Contractor) must meet or exceed all requirements of this RFQ, must have the capacity to meet all fundamental elements of the

Project, and must be able to provide all Products and perform all Services necessary for this

Project as set forth in Exhibit 1, the Statement of Work including, but not limited to:

• Exhibit 4 Key Persons Requirement

5. RFQ Timeline:

Request for Quote Schedule of Events

Date Time

Questions and Requests for

Clarifications due 09/26/2023 By 3:00 PM PT

Offer Due (Quotes Submitted) See RFQ Cover Page

Contractor Selection (approx.)

10/17/2023

6. Questions and Requests for Clarification:

All questions and requests for clarification regarding this RFQ must be submitted in writing by e-mail to the Authorized Representative and must be received no later than the date and time identified above in the RFQ timeline. Email subject line must read: OHCS Economic Impact Software RFQ #OHCS-7523 Question/Clarification.

When appropriate, as determined by Authorized Purchaser in its sole discretion, revisions, substitutions or clarifications of the RFQ will be sent electronically.

7. Quotation Submittal:

Quotes must be received on or before the Offer Due Date and Time via the State of Oregon’s e-procurement system, OregonBuys. For additional vendor registration information go to https://oregonbuys.gov Quotes will not be accepted after the Offer Due Date and Time Authorized Purchaser may extend the Offer Due Date when it is in the best interest of Authorized Purchaser.

Please reference Exhibit 1 and provide supplementary pricing for all optional deliverables. In addition, as the project progresses into new phases, some Deliverables may need to be refreshed as more becomes known. The selected Contractor will need to maintain flexibility and be adaptable to OHCS’ approaches and methodologies.

Authorized Purchaser may reject all Quotes or to cancel this RFQ if in its sole determination, it is in the best interest of Authorized Purchaser.

8. Submittal Requirements:

a. Quotes must include a description of Offeror’s approach for providing the Services; and a draft Statement of Work (Exhibit No. 1) based upon the Scope of Services above.

b. Quotes must include submission of the Pricing Sheet (Exhibit No. 2). The Pricing Sheet must be signed by an authorized representative of the Offeror.

c. Quotes must include three (3) references using the Reference Check Form (Exhibit No. 3).

(NOTE: The Authorized Purchaser may require: (i) that the forms be completed by the reference, returned to the Offeror and submitted with the quote; OR (ii) that the forms https://oregonbuys.gov/ be partially completed by the Offeror and submitted with the quote (first five (5) lines of the form identifying the Offeror, the Client Reference, the Client Reference’s Contact Person and that person’s contact information. The Authorized Purchaser will follow up separately with the Client Reference and may provide additional guidance to the Offeror concerning Client Reference Checks). References should be from customers for whom Offeror has provided Comparable Services within the past five (5) years.

d. As applicable based upon the Scope of Services, Quotes must include a description of Offeror’s Key Persons, other staff, and their experience (Exhibit No. 4).

e. Quotes must include a completed Responsibility Inquiry Form (Exhibit No. 5) and it must be signed by an authorized representative of the Offeror.

NOTE: This RFQ and one copy of each original response received (electronically only), together with copies of all documents pertaining to the award of a Contract, will be kept by OHCS and made a part of a file or records, which shall be open to public inspection. If a quote contains any information that is considered exempt from disclosure as a trade secret under ORS 192.345 (2), each sheet of such information must be marked with the following legend:

“This information constitutes a trade secret under ORS 192.345 (2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192.”

If a response contains any information that may be considered exempt from disclosure under the various grounds specified in Oregon Public Records Law, ORS 192.311 through 192.478, Offeror must clearly designate any portion of its response as exempt, along with a citation to the authority relied upon. Application of the Oregon Public Records Law will determine whether any information is actually exempt from disclosure. Identifying a response in whole as exempt from disclosure is not acceptable. Failure to identify a portion of the response as exempt from disclosure, and the authority used, shall be deemed a waiver of any future claim of non-disclosure of that information.

9. Evaluation and Award:

Quote submissions will be reviewed to determine if all Submittal Requirements have been met. Those meeting the Submittal Requirements will be evaluated to determine the “Best

Value” for the State.

“Best Value” is based solely on the evaluator’s determination of what best meets the needs of Authorized Purchaser taking into account price as well as the following considerations:

a. Experience,

b. Expertise,

c. References,

d. Ease of Use,

e. Tools for User Interface,

f. Data Availability, schedule of data updates,

g. Training and Support offerings for new users,

h. Price

Evaluation Committee members may change and Agency may have additional or fewer Evaluators for optional rounds of competition.

The Offeror with the most advantageous quote will be awarded a contract in a form substantially similar to Agreement attached as Exhibit 6. Authorized Purchaser may negotiate contract terms and conditions with the successful Offeror.

OHCS is willing to review Offeror’s subscription or license agreement or services agreement and negotiate the provisions of the Contract. There are many provisions that Agency will require in the Contract as set forth in the Agreement and Rider attached hereto as Exhibit No.

6 and some provisions are not negotiable. The Contract, its exhibits or attachments and any

Rider(s) or other supplemental agreements are subject to review and approval by the Oregon

Department of Justice.

10. Apparent Successful Offeror Submissions Offeror who is selected for award under this RFQ will be required to submit additional information and comply with the following:

a. Insurance. Prior to award, Offeror shall obtain and provide to OHCS proof of insurance as required in this RFQ or as negotiated. Insurance requirements are found in Exhibit No. 5.

b. Taxpayer Identification Number. Offeror shall provide its Taxpayer Identification Number (“TIN”) and backup withholding status on a completed W-9 form when requested by OHCS or when the backup withholding status or any other relevant information of Offeror has changed since the last submitted W-9 form, if any.

c. Business Registry. If selected for award, Offeror shall be duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Contract, unless otherwise exempt. Visit http://sos.oregon.gov/business/pages/register.aspx for Oregon Business Registry information.

d. OregonBuys Registration. If selected for award, Offeror shall be registered in the State of Oregon’s e-procurement system, OregonBuys: http://www.oregonbuys.gov

12. Contract Negotiation:

After selection of a successful Offeror, OHCS is willing to negotiate the provisions of the Contract based upon Offeror’s subscription or license agreement or other services agreement in conjunction with the Sample Agreement attached hereto as Exhibit 6. If Offeror submits a subscription or license agreement or other services agreements, OHCS reserves the right to negotiate all provisions of Offeror’s subscription or license agreement or other services agreement. All provisions of a final contract are subject to acceptance by OHCS and review and approval by the Oregon Department of Justice.

By submitting a Quote, Offeror agrees to comply with the requirements of the RFQ and the terms of the Sample Agreement attached hereto as Exhibit 8 and, if Offeror submits a http://sos.oregon.gov/business/pages/register.aspx http://www.oregonbuys.gov/ subscription or license agreement or other service agreement, to negotiate its subscription or license agreement or other services agreement.

Offeror shall review the Agreement and the required provisions and note exceptions. Offeror must submit those exceptions to OHCS during the Questions / Requests for Clarification period set forth in Section 5.

OHCS is not required to make any changes to the Sample Agreement attached as Exhibit 6, and OHCS is not required to accept any of the provisions in Offeror’s subscription or license agreement or other services agreement. Many provisions of Exhibit 6 cannot be changed.

OHCS is not willing to negotiate the items listed below:

• Choice of law

• Choice of jurisdiction and venue

• Any federal or state Constitutional requirements

• Requirements of applicable federal and State law, including requirements of the federal grant

In the event that the parties have not reached mutually agreeable terms within 30 calendar days of the beginning of negotiations, OHCS may terminate negotiations and commence negotiations with another Offeror.

13. Miscellaneous Provisions:

a) Governing Laws and Regulations

This RFQ is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this RFQ, evaluation and award is the Circuit Court of Marion County for the State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section 12.a be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any claim or consent to the jurisdiction of any court.

b) Ownership/Permission to Use Materials

All Offers are public records and are subject to public inspection after Agency issues the Notice of Intent to Award. Application of the Oregon Public Records Law will determine whether any information is exempt from disclosure.

All Offers submitted in response to this RFQ become the Property of Agency. By submitting an Offer in response to this RFQ, Offeror grants the State a non-exclusive, perpetual, irrevocable, royalty-free license for the rights to copy, distribute, display, prepare derivative works of and transmit the Offer solely for the purpose of evaluating the Offer, negotiating a Contract, if awarded to Offeror, or as otherwise needed to administer the RFQ process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311 through 192.478).

Offers, including supporting materials, will not be returned to Offeror, except in the case of Offers that were submitted late and rejected by Agency.

c) Cancellation of RFQ; Rejection of Offer; No Damages

Pursuant to ORS 279B.100, Agency may reject any or all Offers in-whole or in-part or may cancel this RFQ at any time when the rejection or cancellation is in the best interest of the State or Agency, as determined by Agency. Neither the State nor any State agency is liable to any Offeror for any loss or expense caused by or resulting from the delay, suspension, or cancellation of the RFQ or a Contract award, or the rejection of any Offer.

d) Cost of Submitting an Offer

Offeror shall pay all costs incurred in connection with its Offer, including, but not limited to, the costs to prepare and submit the Offer, costs of samples and other supporting materials, costs to participate in demonstrations, and costs associated with protests.

EXHIBIT NO. 1

STATEMENT OF WORK

Part I. General Information and Overview

The Oregon Department of Housing and Community Services (OHCS) uses research driven framework to provide services and realize housing outcomes for Oregonians through new and continuing programs.

Understanding the communities that are supported and the economic impact of housing allows for the agency to shift priorities and better serve the State of Oregon. OHCS Research Team has identified an immediate need for a Software-as-a-Service (SaaS) application that is externally hosted and cloud-based to serve as an Economic Impacts Data Analysis tool (“System”). The System will provide most of the base functionality that OHCS requires, including the ability to analyze complex data sets in relation to economic impacts of housing, offer training options related to the use of the System, and offer support for use of the System. All activities in the System will be recorded for an extensive period of time to meet requirements for record retention and will provide a very useful tool for audits and monitoring.

Acceptance Process for Deliverables:

(Describe any other processes)

Assumptions

(For Example:

Provide a list of all tasks and timelines.

Provide a list of all items that could cause Consultant work stoppage or delay.)

Part II. Tasks and Deliverables

A. Tasks and Deliverables

Insert a General Description of Services, to include:

o Specific Tasks and Deliverables o Acceptance criteria/plan(s), including coverage warranty o Delivery requirements/schedule

(Add as many task and deliverables as necessary)

Task No. 1:

(insert description of task and deliverables)

Task No. 1 Deliverables:

Deliverable 1.1:

Deliverable 1.2:

Deliverable 1.3:

Deliverable 1.4:

Deliverable Schedule:

B. RESPONSIBILIES OF AUTHORIZED PURCHASER

(1) Authorized Purchaser's obligations set forth in this WOC shall be performed by Authorized Purchaser in a timely and proper fashion in accordance with the Installation Schedule, or as otherwise agreed upon between the Parties, to allow Consultant to timely perform its obligations under this WOC.

No. Deliverable Description Due Date

1.1 WOC Effective Date of

+ xx days

1.2 5 days after end of preceding month

1.3 10 days after end of preceding quarter

1.4 TBD

(2) In addition, Authorized Purchaser shall also have the following additional obligations:

(Please list Authorized Purchaser responsibilities)

Part III. Special Considerations.

(Include all special considerations)

Description of Offeror’s solution meeting or exceeding the requirements set forth in Section 4., Scope of

Services (attach additional page(s), if needed):

EXHIBIT NO. 2

PRICING SHEET

Agency will pay Consultant a fixed, not to exceed (“NTE”) amount of $ _________ for all

Services completed and Deliverables accepted by Agency, based on the following Deliverables delivered associated with Exhibit 1, Statement of Work:

Deliverable Description Cost

1.1

1.2

1.3

2.1

2.2

2.3

3.1

3.2

3.3

3.4

3.5

3.6

4.1

4.2

4.3

4.4

TOTAL MAXIMUM NOT-TO-EXCEED COST

Any individual signing below hereby certifies he/she is an authorized representative of Offeror and that:

1. Offeror understands and accepts the requirements of this RFQ. By submitting an Offer, Offeror agrees to be bound by the Work Order Contract as agreed to by the parties. Offeror acknowledges receipt of any and all Addenda to this RFQ.

2. The price set forth in Exhibit No. 1 will be firm for ninety (90) calendar days after issuance of the Notice of Intent to Award.

3. If awarded a Contract, Offeror agrees to comply with all provisions of the RFQ and meet the performance standards set forth in the Work Order Contract.

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

5. I have knowledge regarding Offeror’s payment of taxes and by signing below I hereby certify, to the best of my knowledge, Offeror is not in violation of any tax laws of the state or a political subdivision of the state, including, without limitation, ORS 305.380(4), ORS 305.620 and ORS chapters 316, 317 and 318.

6. Offeror does not discriminate in its employment practices with regard to race, creed, age, religious affiliation, gender, disability, sexual orientation, national origin. When awarding subcontracts, Offeror does not discriminate against any business certified under ORS 200.055 as a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a service-disabled veteran owned business, or an emerging small business. If applicable, Proposer has, or will have prior to contract execution, a written policy and practice, that meets the requirements described in ORS 279A.112, of preventing sexual harassment, sexual assault and discrimination against employees who are members of a protected class. Agency may not enter into a contract with an anticipated contract price of $150,000 or more with a Proposer that does not certify it has such a policy and practice. See https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx for additional information and sample policy template.

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

A. the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at:

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

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

https://www.sam.gov/portal/SAM/#1

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

9. Offeror certifies all contents of the Offer (including any other forms or documentation, if required under this RFQ), and this Offer Submission Form are truthful and accurate and have been prepared independently from all other Offerors, and without collusion, fraud, or other dishonesty.

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

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

Signed:

By: ________________________________________ Date:_____________________ Authorized Representative

Address: _____________________________________________________

Phone: ______________________________________

Email: _______________________________________ https://www.oregon.gov/DAS/Procurement/Pages/hb3060.aspx https://www.treasury.gov/ofac/downloads/sdnlist.pdf https://www.sam.gov/portal/SAM/%231

EXHIBIT NO. 3

REFERENCE CHECK FORM

Proposer Name: __________________________________________

Reference Entity: __________________________________________

Reference Contact Name: __________________________________________

Contact Telephone Number: __________________________________________

Contact Email Address: __________________________________________

PLEASE RESPOND TO THE FOLLOWING QUESTIONS.

Score: 1-5 for each response.

1. Detailed description of Qualifying Engagement.

Score:

Comments:

2. Proposer’s role and functional area of Qualifying Engagement.

3. Description of Services Provided.

4. Description comparing Qualifying Engagement to RFQ Scope of Services.

5. If given the opportunity, how likely would you use Proposer’s services again?

6. Any Additional Comments Concerning Proposer (Optional)

EXHIBIT 4*

KEY PERSONS

*Attach Resumes. See RFQ: Section 8.

Offeror shall identify its Key Persons on this provided Exhibit 4 form (attach additional pages as needed) and include the following information for each Key Person: contact name, work phone number, and work email address of all Key People that will be assigned to the project. Offeror shall list Key People in descending order, starting with the key person with the highest qualifications, number one (1) Key Person. Offeror shall provide the descriptions described below for the two (2) most qualified Key Persons (numbered one (1) and two (2) on Exhibit 4) responsible for assuring the services provided under the Contract are performed.

Key Person Qualifications - provide a Description of the two (2) most qualified Key Person’s qualifications to deliver the services required in the RFQ. To include, but not limited to:

i. years and general subjects of education and training,

ii. credentials, such as degrees, licenses and certifications;

iii. experience supporting initiatives involving equity and racial justice; and,

iv. any qualifications supportive of Agencies goals and objectives.

Key Person Experience - provide a Description of the two (2) most qualified Key Person’s work experience to deliver the services required in the RFQ. To include, but not limited to:

i. years of work experience, job title, and employer,

ii. how work experience relates to goals and objective of the Agency;

iii. experience supporting initiatives involving equity and racial justice; and,

iv. any experience or expertise supportive of Agencies goals and objectives.

NOTE: Agency expects all Key Persons and other staff to be located within the continental United States.

If that is not the case, please detail the location of the Key Person and/or other staff.

1. Contractor’s Key Person #1

Name:________________________________________________________________________

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

Experience:____________________________________________________________________

Qualifications:__________________________________________________________________

2. Contractor’s Key Person #2

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

3. Contractor’s Key Person #3

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

4. Contractor’s Key Person #4

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

5. Contractor’s Key Person #5

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

6. Contractor’s Key Person #6

Title:_________________________________________________________________________

Phone:________________________________________________________________________

Email:________________________________________________________________________

EXHIBIT 5*

RESPONSIBILITY INQUIRY

Agency will determine responsibility of a firm prior to award and execution of a contract. In addition to this form, Agency may obtain any information Agency deems necessary to make the determination. Agency will notify the firm of any other documentation required, which may include, but is not limited to, Oregon Department of Revenue Letter of Debt Compliance, 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; material; equipment; facility and personnel information; record of performance under previous contracts; etc. Agency may postpone the award of the Contract in order to complete its investigation and evaluation. Failure to promptly provide requested information and clearly demonstrate Responsibility may result in offer rejection and ineligibility of contract award.

1. Does your firm 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 the firm to meet all contractual responsibilities? YES / NO .

2. Number of years in business providing the services/goods/equipment required under the prospective contract:

3. a) Is your firm experiencing financial distress or having difficulty securing financing?

YES / NO . b) Does your firm have sufficient cash flow to fund day-to-day operations throughout the proposed contract period? YES / NO If "YES” on question 3.a or “NO” on question 3.b, please provide additional details.

Response:

4. Within the last 3-year period, has your firm had one or more contracts terminated for contractor default by any federal, state or local 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:

5. Is your firm, a major partner or major shareholder (defined as a partner or shareholder owning 10% or more of your firm), a major subcontractor (defined as receiving 10% or more of the total Contract amount), or any principal officer of your firm, major partner, major shareholder, or major subcontractor presently, or within the last 3 years has been convicted of, indicted for, or otherwise criminally or civilly charged by a governmental entity with the commission of fraud or a criminal offense 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 commission of 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.

Response:

6. Within the last 3-year period, has your firm 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:

7. a) Within the last 3-year period, has your firm been notified of any delinquent Federal or State taxes in an amount that exceeds $3,000 for which the liability remains unsatisfied. YES /NO

b) Does your firm have any liquidated and delinquent debt owed to the State or any department or agency of the State? If "YES" on 7.a or 7.b or both, please explain. YES /NO

Response:

8. Does your firm have all required licenses, insurance and/or registrations, if any, and is the firm legally authorized to do business in the State of Oregon. YES /NO . If "NO," please explain.

Response:

9. Within the last 3-year period, has your firm completed previous contracts of a similar nature with a satisfactory record of performance? [For purposes of this question, a satisfactory record of performance means that to the extent that the costs associated with and time available to perform a previous contract remained within your firm′s control, your firm stayed within the time and budget allotted for the procurement and otherwise performed the contract in a satisfactory manner.]

YES /NO . If "NO," please explain.

Response:

10. Pay Equity Certificate. This certificate is required if your firm employs 50 or more full-time workers and the prospective contract or price agreement is estimated to exceed $500,000. This requirement does not apply to architectural, engineering, photogrammetric mapping, transportation planning or land surveying and related services contracts. If applicable, does a current authorized representative of your firm 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.)

Comments:

http://www.oregon.gov/das/Procurement/Documents/SB491PayEquity.pdf http://www.oregon.gov/das/Procurement/Documents/SB491PayEquity.pdf

RESPOND TO ITEMS 11 & 12 IF THE PROSPECTIVE CONTRACT INCLUDES SALE OF EQUIPMENT TO Agency. (If this information was provided in the Bid or Proposal submitted for this solicitation, then it is not necessary to repeat it here. Just indicate “see Bid” or “see Proposal” in the response fields.)

11. Number of factory-authorized service representatives in the State available to provide warranty services under the Contract to be awarded:

12. Locations of representatives indicated in item 11 above, including contact names, company names, physical addresses, phone numbers, fax numbers and hours of service:

(Create additional rows or use additional sheets if necessary)

AUTHORIZED SIGNATURE

By signature below, the undersigned Authorized Representative on behalf of Bidder/Proposer certifies that the responses provided on this form are complete, accurate, and not misleading.

Name of Firm: RFQ # 7523

Project Name:

Authorized Signature Date

Print Name Title

Exhibit 6

Sample Information Technology Services Agreement

(Attached as a Word Document entitled “RFQ 7523 Economic Impact Software Exhibit 6 IT

Services Contract)