RFQ_Warehouse Standard Racking.pdf

Warehouse Standard Pallet Racking RFQ S-177000-00016939 Page 1 of 6

REQUEST FOR QUOTATIONS

Request for Quotation (RFQ): S-177000-00016939 Description: Warehouse Standard Pallet Racking Replacement Lottery Single Point of Contact (SPOC):

Name: Patrick Murphy Title: Contract and Procurement Specialist II Email: Patrick.Murphy@lottery.oregon.gov Phone: 530-540-1091

Required Pre-Bid Conference: May 21, 2026 10:00 AM PT Question and Answer Period:

Question due no later than May 26, 2026 5:00 PM PT Answers posted no later than May 28, 2026 5:00 PM PT

Closing Date: no later than June 3, 2026 5:00 PM PT

GENERAL PROVISIONS

1. Quotes must be submitted through OregonBuys, State of Oregon’s E-Procurement System at https://oregonbuys.gov/ on or before closing date.

2. Oregon State Lottery Services Contract Sample (Exhibit E) for the Purchase of Services apply and are incorporated into this solicitation document by reference as Exhibit E.

3. Quoted prices shall be all-inclusive including but not limited to all labor, supplies, equipment, permitting, and warranty costs. The Lottery will not pay freight or ancillary charges which are not reflected in quoted prices.

4. Award will be made to the supplier with the lowest quoted grand total price who Lottery determines to be responsive and responsible. The award will be made on an all-or-none basis. The successful offeror shall not deliver or furnish any of the items quoted until a purchase order is issued.

5. The Lottery’s payment terms are Net 30 calendar days, upon receipt of a correct invoice.

mailto:Patrick.Murphy@lottery.oregon.gov https://oregonbuys.gov/

RFQ S-177000-00016939 Page 2 of 6

6. The Lottery reserves the right to waive discrepancies or minor irregularities in quotes submitted, or not to issue a purchase order, or cancel the Request for Quote when it finds such action to be in the best interest of the Lottery.

7. Quoted prices must be held firm for ninety (90) days.

8. If the quote is accepted, the undersigned agrees to furnish any and all items quoted, at the price(s), delivery date and terms specified herein.

9. A required pre-bid conference will be held on May 21, 2026 at 10:00 AM PT at 500 Airport Rd SE, Salem OR 97301. Bids will be rejected for Contractors that do not attend the pre-bid conference.

RFQ S-177000-00016939 Page 3 of 6

EXHIBIT A

QUOTE FORM

Quote shall be submitted on the following form no later than June 3, 2026, 5:00 PM PT, and must be signed by an individual who is fully authorized to act on the Bidder’s behalf and bind the Bidder. Quoted prices shall be all-inclusive including but not limited to all labor, supplies, equipment, permitting, and warranty costs per the Statement of Work (Exhibit B). The Lottery will not pay freight or ancillary charges which are not reflected in quoted prices. Quotes that fail to bear a signature may be rejected.

Quotes must be submitted through OregonBuys, State of Oregon’s E-Procurement System at https://oregonbuys.gov/ on or before closing date.

The awarded Contractor has the opportunity to purchase the old racking in the form of a credit towards the complete Service. A line is provided below to designate credit amount. A $0 credit signifies the Contractor IS NOT purchasing the old racking.

Item Qty. Cost Each Total Cost 48” x 192” Tear Drop Upright Frame min. 24,571 # capacity 108 ea. $ $ 3.5” x 96” Solid Frame Cross Beam min. 5,000 # capacity 384 ea. $ $ 48” x 96” Wire Rack min. 2,500 # capacity 384 ea. $ $ Rack Corner Guard 24 ea. $ $ 6” Spacers (Bidder to enter quantity with cost) $ $ Tear Down and Installation $

Optional credit for purchase of removed Lottery racking ($ )

Total Cost of Items $ Total Credit of removed racking ($ ) Grand Total $

Authorized Representative Signature:

Authorized Representative Name:

Date: Title:

Respondent Email:

Respondent Phone:

Respondent (Company) Name:

Respondent (Company) Address:

RFQ S-177000-00016939 Page 4 of 6

EXHIBIT B

STATEMENT OF WORK

Objective: Oregon State Lottery Commission (“Lottery”) is seeking bids for a professional contractor (“Contractor”) for the replacement of warehouse racking (“Services”). The objective is to remove old racking, purchase new racking and install within the Lottery warehouse.

Summary of Services to be performed: Lottery requires racking replacement in the Lottery warehouse located at 500 Airport Rd., S.E., Salem OR. 97301. Contractor shall perform Services in accordance with this Scope of Work (“SOW”). Contractor will remove the existing racking and install the new racking per the specifications in this SOW.

Contractor Responsibilities:

1. Contractor and all Contractor employees and sub-contractors entering the Lottery warehouse must pass all Lottery security requirements including background checks and fingerprinting for access to the Lottery warehouse. Lottery Project Manager will provide the required forms and instructions to the awarded Contractor.

2. Contractor shall:

a. Provide the following racking materials:

i. Quantity 108 each Upright Frames 48” x 192”, teardrop style, minimum weight capacity 24,571 pounds

ii. Quantity 384 each Solid Framed Cross Beams, 3.5” x 96”, teardrop style, minimum weight capacity 5,000 pounds

iii. Quantity 384 each Wire Racks, 48” x 96”, minimum weight capacity 2,500 pounds

iv. Quantity 24 each Rack Corner Guards

v. 6” Spacers for back-to-back racks (Bidders will provide quantity with cost Exhibit

A Quote Form)

b. Work with the Lottery Project Manager to create a schedule for the Services to be performed. Notify the designated Lottery personnel of any problems immediately that develop during the Services. The schedule will need to consider the time for ordering and receiving the new pallet racking system(s) along with dismantling and removing old pallet racking and installing the new pallet racking system(s).

c. Tear down existing racking and stack at a designated location determined by the Lottery.

i. The Contractor shall have the opportunity to purchase the old racking in the form of a credit towards the complete Service. A line is provided on Exhibit A Quote Form to designate credit amount. A $0 credit signifies the Contractor IS NOT purchasing the old racking.

d. Install all new racking:

i. Per manufacture requirements;

ii. Exhibit B Statement of work,

iii. Exhibit D Rack Elevation, and

iv. Exhibit E Standard Racking Plan.

3. Permits: Any required permits to complete this Project are the responsibility of the Contractor.

The Contractor will be required to follow all State, City, and County requirements for all Services within this Scope of Work including requesting and acquiring all required permits and managing

RFQ S-177000-00016939 Page 5 of 6 all required inspections up to sign off of the Project from the inspecting authority(s) and conforming to all seismic requirements for installation.

4. Travel, Labor, Equipment, Tools and Supplies: Contractor shall supply or/provide all freight, travel, tools, labor, equipment, materials, and supplies necessary to perform Services.

5. Contractor shall be responsible for; activities, equipment, materials, vehicles, and any damage they may incur during the course of this Project to the surrounding landscape or existing building structure. Contractor shall provide all equipment, labor and materials specified necessary for the timely completion of the Services. Contractor shall supply necessary means and methods and equipment to secure and protect work areas and surrounding spaces.

6. The Contractor shall provide all manufacture warranties of the system against defects in material and workmanship and must transfer any manufacture warranties to the Lottery. The Contractor must provide a minimum of 1-year warranty for all labor at no cost to the Lottery.

7. Project shall be deemed complete by the designated Lottery personnel.

Lottery Responsibilities

1. Provide Contractor with access to Lottery’s facility and appropriate resources as reasonably necessary for Contractor to fulfill its obligations.

2. Promptly notify Contractor of any unsafe condition about which Lottery has knowledge and to which Contractor resources could be exposed.

3. Promptly notify Contractor of any accidents or injuries involving Contractor employees or subcontractors assigned to Lottery.

4. Perform acceptance review of Services upon completion by the Contractor. Upon completion of Services, Lottery will provide written Acceptance in accordance with Contract Section 19, Review and Approval, that all Services are complete and acceptable. If the Services fail to conform to the Statement of Work, Lottery will, in its notification, specify the manner in which it fails to comply.

Schedule:

Awarded Contractor shall work directly with Lottery Project Manager to determine dates to begin the Services. This will include arrival of new pallet racking system(s), obtain permits and complete inspections, and the working schedule of the warehouse. Contractor shall complete the agreed upon schedule after award is made and before Contract is executed. Enter dates in this format: Month DD, YYYY.

TASK ESTIMATED START DATE ESTIMATED COMPLETION DATE

Materials Ordered Materials Delivered Tear Down Old Racking Install New Racking Complete “Mop Up” Items Final Clean-up of Work Area Lottery Inspection and Approval

Warehouse Floor Specifications:

Building construction specifications for the warehouse floor are: 6” S.O.G. w/5@16” O.C. each way. 3000Fc (PSI) non air entrained 58, air- entrained .46 slab.

RFQ S-177000-00016939 Page 6 of 6

Location of Services: All Services shall be performed at Lottery’s headquarters building, located at 500 Airport Road SE, Salem, OR 97301.

Required Pre-Bid Conference:

A required pre-bid conference will be held on May 21, 2026 at 10:00 AM PT at 500 Airport Rd SE, Salem OR 97301. No questions will be answered at this Pre-Bid Conference. Questions must be submitted through OregonBuys, State of Oregon’s E-Procurement System at https://oregonbuys.gov/.

This will be the only opportunity for Contractors to view the warehouse racking location and confirm any measurements. Bids will be rejected for Contractors that do not attend the pre-bid conference.

Hazard Communication: Contractor shall submit to Lottery, Safety Data Sheets (“SDS”) for any items (s) containing hazardous chemicals that will be used in Lottery facilities. Lottery’s Safety Committee must approve all hazardous chemicals prior to their introduction and use at the Lottery facility.

Products which contain hazardous chemicals must be labeled appropriately.

Cleanup and debris removal: Contractor shall be responsible for the removal and disposal of excess materials, containers, and equipment including hazardous materials and wastes. Disposal shall be in compliance with all state and federal regulations.

Equipment Use: Contractor shall be responsible for the proper use of the equipment and application procedures should damage occur through misuse or carelessness.

Health and Safety Requirements: Contractor certifies that they are experienced and qualified to anticipate and meet the health and safety requirements of this project. Contractor shall take measures to ensure their personnel observe proper safety precautions when working in these areas.

Lottery Responsibilities: Lottery shall be responsible to provide the following:

1. Access to the site.

2. Access to onsite water source.

3. Provide one facilities department employee on site during the project as needed.

Warranties:

1. Contractor is qualified to do business in the State of Oregon and shall remain qualified throughout the Services.

2. Contractor is not in arrears in the payment of any monies due and owing the State of Oregon, or any department or agency thereof, including but not limited to the payment of taxes and employee benefits, and shall not become so during the Contract.

3. Contractor possesses and shall maintain at its own expense all required licenses, certifications and permits necessary to deliver Services.

EXHIBIT C RACK ELEVATION

EXHIBIT D STANDARRACKING PLAN

OREGON STATE LOTTERY

EXHIBIT E

SERVICES CONTRACT SAMPLE

FOR WAREHOUSE STANDARD PALLET RACKING REPLACEMENT

This Contract (“Contract”) is between the State of Oregon, acting by and through its Oregon State Lottery Commission (“Lottery”) and CONTRACTOR NAME (“Contractor”), collectively the “Parties”. The purpose of this project is to replace current standard pallet racking (“Services”) at the Lottery Headquarters Warehouse located at 500 Airport Road SE, Salem, OR 97301.

Lottery’s Contract Administrator for this Contract is First Name Last Name.

1. Effective Date and Duration.

a. This Contract shall become effective on the date this Contract has been signed by every party hereto and, when required, approved by the Oregon Department of Justice (“Effective Date”).

Unless terminated or extended, this Contract shall expire upon Lottery’s acceptance of all Goods, Deliverables, and Services, or within one (1) year of the Contract execution date whichever occurs last. Neither expiration nor termination shall extinguish or prejudice Lottery’s right to enforce this Contract with respect to any breach of a Contractor warranty or any default or defect in Contractor’s performance that has not been cured.

2. Consideration.

a. The maximum, not to exceed compensation payable to Contractor under this Contract, which includes any allowable expenses, is $XX,XXX.XX.

3. Amendments.

No waiver, consent, modification or change to the terms of this Contract shall bind either party unless in writing and signed by both parties and all approvals by law have been obtained. Such waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given.

4. Definitions.

In addition to the terms defined in this Contract, all other capitalized terms used but not defined in this Contract are defined in OAR 177-038-0000.

5. Statement of Work.

The Statement of Work (the “Services”), including deliverables and the delivery schedule for such Services and the repair and maintenance warranty terms if applicable, is contained in Exhibit A, and is attached and incorporated by reference into this Contract. Contractor agrees to perform the Services as specified in Exhibit A and in accordance with the terms and conditions of this Contract.

6. Pricing.

Contractor’s pricing established in Exhibit B is firm following the Effective Date of this Contract. If the Contract is extended beyond the initial term, the parties may negotiate a price adjustment. Contractor may submit a request for a price adjustment within 60 calendar days prior to expiration of the then-current Contract term.

7. Invoicing and Payment.

a. Submission.

Contractor shall send invoices to Lottery for Services performed and accepted by Lottery.

Invoice(s) shall be submitted to: Oregon State Lottery, Attn.: Accounts Payable Dept., PO Box 12649, Salem, OR, 97309; or to Lottery’s electronic mailbox:

aplot@lottery.oregon.gov.

b. Payment Terms.

Lottery shall pay Contractor for all Services and Deliverables in accordance with the SOW.

c. Late Charges.

Contractor may assess late payment charges to the extent permitted by ORS 293.462.

d. Conditions Precedent to Payment.

As a condition precedent to Lottery’s obligation to pay Contractor, Contractor shall, upon execution of this Contract, deliver to Lottery the applicable Internal Revenue Service form, whether a W-9 form, W-8 form, 8233 form or other similar form, based upon Contractor’s status as a United States person, resident alien or nonresident alien, as those terms are defined in 26 USC §7701. These forms are currently available at http://www.irs.gov. Lottery may withhold payments to Contractor pending Lottery's receipt from Contractor of the applicable, completed and signed form.

e. Invoice Review / Dispute Process.

Lottery will review the invoice within ten (10) Business Days of receipt and will either approve payment of the amount invoiced or notify Contractor of any errors or disputed charges.

If an error or dispute arises concerning charge(s) on an invoice, Lottery will notify Contractor of the disputed charge. Upon notification of dispute, Contractor shall submit to Lottery documentation to support the amount charged. Lottery will have seven (7) Business Days to consider the validity of the supporting documentation, however, Lottery’s failure to respond to Contractor by the end of the seven (7) Business Day period shall not be deemed Lottery’s acceptance of the documentation and shall not obligate Lottery to pay the disputed amount in full.

Lottery, in its sole and absolute discretion, will determine if the supporting documentation provides sufficient justification for the charges set forth in the disputed invoice. If Lottery determines that the supporting documentation is sufficient, Lottery will notify pay Contractor the amount claimed due in the invoice. If Lottery determines the supporting documentation supports payment in an amount less than originally invoiced, Lottery will notify Contractor of the amount Lottery believes is due under the invoice.

Contractor may resubmit an invoice for the lesser undisputed amount following Lottery’s review, and Lottery will pay the invoice as set forth in Section 7(b).

8. Independent Contractor; Responsibility for Taxes and Withholding.

a. Contractor shall perform all required Services as an independent contractor. Although the mailto:aplot@lottery.oregon.gov http://www.irs.gov/

Lottery reserves the right (i) to determine the delivery schedule for the Services to be performed and (ii) to evaluate the quality of the completed performance, Lottery cannot and will not control the means or manner of Contractor’s performance. Contractor is responsible for determining the appropriate means and manner of performing the Services.

b. If Contractor is currently performing services for the State of Oregon or the federal government, Contractor by signature to this Contract declares and certifies that:

Contractor’s Services to be performed under this Contract creates no potential or actual conflict of interest as defined by ORS 244 and no rules or regulations of Contractor’s employing agency (state or federal) would prohibit Contractor’s Services under this Contract.

If applicable, Contractor meets the specific independent contractor standards of ORS

670.600. Contractor is not an “officer,” “employee,” or “agent” of the Lottery, as those terms are used in ORS 30.265(1) and (4). Contractor shall have no right or authority to incur or create any obligation for or legally bind the Lottery in any way.

c. Contractor shall be responsible for all federal or state taxes applicable to compensation or payments to Contractor under this Contract and, unless Contractor is subject to backup withholding, Lottery will not withhold from such compensation or payments any amount(s) to cover Contractor’s federal or state tax obligations. Contractor is not eligible for any Social Security, unemployment insurance or workers’ compensation benefits from compensation or payments to Contractor under this Contract, except as a self-employed individual.

9. Subcontracts and Assignment; Successors and Assigns.

a. Contractor shall not enter into any subcontracts for any of the Services required by this Contract or assign or transfer any of its interest in this Contract, without the Lottery’s prior written consent. In addition to any other provisions the Lottery may require, Contractor shall include in any permitted subcontract under this Contract a requirement that the subcontractor be bound by Sections 9(d), 10, 11, 13, 14, 17, 18, 21, 24, 30 and 32 of this Contract as if the subcontractor were the Contractor. Lottery’s consent to any subcontract shall not relieve Contractor of any of its duties or obligations under this Contract.

b. The provisions of this Contract shall be binding upon and shall inure to the benefit of the parties hereto, and their respective successors and permitted assigns, if any.

10. No Third-Party Beneficiaries.

Lottery and Contractor are the only Parties to this Contract and are the only Parties entitled to enforce its terms. Nothing in this Contract gives, is intended to give, or shall be construed to give or provide any benefit or right, whether directly, indirectly or otherwise, to third persons unless such third persons are individually identified by name herein and expressly described as intended beneficiaries of the terms of this Contract.

11. Security Investigation(s); Changes to Approved Persons.

Contractor’s employees and any subcontractor employees performing Services in the Lottery Headquarters Warehouse building will be subject to a background investigation performed by Lottery’s Security Section which may include, but may not be limited to, a Law Enforcement Data System (LEDS) background check or completion of forms and fingerprint cards.

12. Funds Available and Authorized; Payments.

Article XV, section 4(4)(d) of the Oregon Constitution provides that Lottery is a self-supporting, revenue-raising agency and that no appropriations, loans, or other transfers of state funds shall be made to it. Accordingly, all amounts payable by Lottery under this Contract are the sole responsibility of Lottery, and not the State, and are payable only from: (1) Revenues received by Lottery from lottery games; and (2) other miscellaneous revenues generated by Lottery.

Lottery certifies that, as of the effective date of this Contract, sufficient funds are available and authorized for expenditure to finance the costs of this Contract within Lottery’s current financial plan. Notwithstanding this certification, Lottery’s payments under this Contract, together with all of Lottery’s other obligations incurred under ORS 461.510(4), are limited by Article XV, section 4(4)(d) of the Oregon Constitution and ORS 461.500(2). If Lottery’s authority or ability to conduct lottery games is removed or diminished, or if Lottery reasonably determines that expending the amounts payable by Lottery under this Contract would be in violation of the 16% (sixteen percent) limitation under ORS 461.500(2), Lottery may terminate this Contract.

13. Representations and Warranties.

a. Contractor’s General Representations and Warranties.

Contractor represents and warrants to Lottery that:

i. Contractor fully understands and shall perform its obligations under this Contract and shall not make any claims for or have any rights to relief based on its claim that it misunderstood the terms of this Contract, or lacked information related to its required performance under this Contract.

ii. Contractor is qualified to do business in the State of Oregon, and it will take such action as may be necessary to remain so qualified.

iii. Contractor is not in arrears with respect to the payment of any monies due and owing the State of Oregon, or any department or agency thereof, including but not limited to the payment of taxes and employee benefits, and it shall not become so during the term of this Contract.

iv. Contractor shall comply with all federal, state, and local laws, ordinances, rules, and regulations applicable to its performance under this Contract.

v. Contractor shall procure, at its own expense, all required licenses, certifications, permits, and governmental approvals necessary to perform its obligations under this Contract.

vi. Contractor has the power and authority to enter into and perform this Contract;

vii. This Contract, when executed and delivered, is a valid and binding obligation of Contractor enforceable in accordance with its terms;

viii. The Services under this Contract must be performed in a good and workmanlike manner and in accordance with the highest professional standards; and

ix. Contractor shall, at all times during the term of this Contract, be qualified, professionally competent, and duly licensed to perform the Services.

b. Warranties Cumulative.

The warranties set forth in this Section are in addition to, and not in lieu of, any other warranties provided.

14. Indemnity.

a. CONTRACTOR SHALL DEFEND, SAVE, HOLD HARMLESS AND INDEMNIFY THE LOTTERY

AND THE STATE OF OREGON AND THEIR AGENCIES, SUBDIVISIONS, OFFICERS,

DIRECTORS, AGENTS, AND EMPLOYEES FROM AND AGAINST ALL CLAIMS, SUITS, ACTIONS,

LOSSES, DAMAGES, LIABILITIES, COSTS AND EXPENSES OF ANY NATURE WHATSOEVER

RESULTING FROM, ARISING OUT OF, OR RELATING TO THE ACTS OR OMISSIONS OF

CONTRACTOR OR ITS OFFICERS, EMPLOYEES, SUBCONTRACTORS, OR AGENTS UNDER

THE CONTRACT.

b. IN ADDITION, CONTRACTOR, AT ITS OWN EXPENSE, SHALL SAVE INDEMNIFY, AND HOLD

HARMLESS THE LOTTERY AND THE STATE OF OREGON, AND THEIR AGENCIES,

SUBDIVISIONS, OFFICERS, DIRECTORS, AGENTS, AND EMPLOYEES AND DEFEND ANY

ACTION BROUGHT AGAINST SAME WITH RESPECT TO ANY CLAIM, DEMAND, CAUSE OF

ACTION, DEBT, LIABILITY OR EXPENSE, INCLUDING REASONABLE ATTORNEYS’ FEES, TO

THE EXTENT THAT IT IS (i) ARISING OUT OF THE FURNISHING OR PERFORMANCE OF THE

CONTRACTOR INTELLECTUAL PROPERTY OR THIRD PARTY INTELLECTUAL PROPERTY, OR

BOTH; OR (ii) BASED UPON A CLAIM THAT EITHER THE CONTRACTOR INTELLECTUAL

PROPERTY OR THIRD PARTY INTELLECTUAL PROPERTY, OR BOTH, USED HEREUNDER

INFRINGES OR VIOLATES ANY PATENTS, COPYRIGHTS, TRADE SECRETS, LICENSES OR

OTHER PROPERTY RIGHTS OF ANY THIRD PARTY.

c. PROVIDED, HOWEVER, THE OREGON ATTORNEY GENERAL MUST GIVE WRITTEN

AUTHORIZATION TO ANY LEGAL COUNSEL PURPORTING TO ACT IN THE NAME OF, OR

REPRESENT THE INTEREST OF, THE STATE OR ITS OFFICERS, EMPLOYEES AND AGENTS

PRIOR TO SUCH ACTION OR REPRESENTATION. FURTHER, THE STATE, ACTING BY AND

THROUGH ITS DEPARTMENT OF JUSTICE, MAY ASSUME ITS OWN DEFENSE, INCLUDING

THAT OF ITS OFFICERS, EMPLOYEES AND AGENTS, AT ANY TIME WHEN IN THE STATE’S

SOLE DISCRETION IT DETERMINES THAT (i) PROPOSED COUNSEL IS PROHIBITED FROM THE PARTICULAR REPRESENTATION CONTEMPLATED; (ii) COUNSEL IS NOT ADEQUATELY

DEFENDING OR ABLE TO DEFEND THE INTERESTS OF THE STATE, ITS OFFICERS,

EMPLOYEES AND AGENTS; (iii) IMPORTANT GOVERNMENTAL INTERESTS ARE AT STAKE;

OR (iv) THE BEST INTERESTS OF THE

STATE ARE SERVED THEREBY, CONTRACTOR’S OBLIGATION TO PAY FOR ALL COSTS AND

EXPENSES SHALL INCLUDE THOSE INCURRED BY THE STATE IN ASSUMING ITS OWN

DEFENSE AND THAT OF ITS OFFICERS, EMPLOYEES, OR AGENTS UNDER (i) AND (ii) ABOVE.

15. Insurance.

Contractor shall have in effect, and maintain during its performance of all Services, the following insurance:

a. Workers’ Compensation.

All employers, including Contractor, that employ subject workers, as defined in ORS 656.027, shall comply with ORS 656.017 and shall provide workers’ compensation insurance coverage for those workers, unless they meet the requirement for an exemption under ORS 656.126(2). Contractor shall require and ensure that each of its subcontractors complies with these requirements.

b. Commercial General Liability.

Commercial General Liability Insurance covering bodily injury and property damage in a form and with coverage that are satisfactory to the State. This insurance shall include personal and advertising injury liability, products and completed operations, contractual liability coverage for the indemnity provided under this contract, and have no limitation of coverage to designated premises, project or operation. Coverage shall be written on an occurrence basis in an amount of not less than $1,000,000 per occurrence. Annual aggregate limit shall not be less than $2,000,000.

c. RESERVED.

d. Automobile Liability Insurance.

Automobile Liability insurance with a minimum of $500,000 combined single limit for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non- owned vehicles, as applicable.

e. Additional Insureds.

The liability insurance policies that Contractor obtains pursuant to this section, except for Professional Liability insurance, shall provide that the State of Oregon, Lottery and their divisions, officers and employees are additional insureds under the policy, but only with respect to the Services provided by Contractor under this Contract.

f. Certificates of Insurance.

As evidence of the insurance coverage required under this Contract, Contractor shall furnish acceptable insurance certificates to Lottery, as requested. The certificates must specify all of the parties who are additional insureds and shall indicate all deductible amounts or retentions for all self-insurance. Insuring companies shall be authorized to sell insurance in the State of Oregon. Contractor shall be financially responsible for all pertinent deductibles, self-insured retention, and self-insurance.

g. Notice of cancellation or change.

Contractor shall not, and shall cause its insurers to not cancel, materially change, reduce limits, or evidence intent not to renew the insurance coverage(s) without 30 calendar days prior written notice from the Contractor or its insurer(s) to the Oregon State Lottery Commission.

16. Termination.

a. Parties’ Right to Terminate for Convenience.

This Contract may be terminated at any time by mutual written consent of the Parties.

b. Lottery’s Right to Terminate for Convenience.

Lottery may, at its sole discretion, terminate this Contract, in whole or in part, upon thirty

(30) calendar days’ written notice to Contractor.

c. Lottery’s Right to Terminate for Cause.

Lottery may terminate this Contract immediately upon notice to Contractor, or at such later date as Lottery may establish in such notice, upon the occurrence of any of the following events:

i. If Lottery funding from sales sources is not obtained and continued at levels sufficient to allow for compensation for the Services, in Lottery’s sole administrative discretion, the Contract may be modified to accommodate a reduction in funds;

ii. If federal or state laws, regulations or guidelines are modified, or interpreted in such a way that the Services are prohibited, or Lottery is prohibited from paying for such Services from the planned funding source;

iii. If the State of Oregon enacts a statute, a court decision is issued, or an initiative passes that removes the authority or ability of Lottery to conduct lottery games;

iv. If any license or certificate required by law or regulations to be held by the Contractor to provide the Services required by this Contract is for any reason denied, revoked, or not renewed;

v. If any control person, as defined in ORS 461.410, of Contractor is convicted of any crime;

vi. If the Lottery discovers that Contractor institutes or has instituted against it insolvency, receivership or bankruptcy proceedings, makes an assignment for the benefit of creditors, or ceases doing business on a regular basis of the type made subject of the Contract, or is in default for failure to pay taxes or any other amount owed to government entity.

vii. Contractor commits any material breach or default of any covenant, warranty, obligation or certification under this Contract, fails to perform the Services under this Contract within the time specified herein or any extension thereof, or so fails to pursue the Services as to endanger Contractor’s performance under this Contract in accordance with its terms, and such breach, default or failure is not cured within ten (10) Business Days after the date of Lottery’s notice of default, or such longer period as Lottery may specify in such notice;

viii. Contractor or any of Contractor’s officers, employees, agents, or subcontractors commits any fraudulent or dishonest act in connection with performance under this Contract;

ix. Contractor fails to immediately notify Lottery in writing of any material change in Contractor’s financial condition;

x. Contractor fails to promptly notify Lottery in writing of any changes to persons performing Services under this Contract as required under Section 11b. Security Investigation/Changes to Approved Persons; or

xi. For adverse results of a security background investigation conducted by Lottery pursuant to Section 11.

d. Contractor’s Right to Terminate for Cause.

Contractor may terminate this Contract upon thirty (30) calendar days written notice of intent to terminate to Lottery if Lottery fails to pay Contractor pursuant to the terms of this Contract and Lottery fails to cure within ten (10) Business Days after receipt of Contractor’s written notice, or such longer period of cure as Contractor may specify in such notice.

e. Remedies.

i. In the event of Contract termination pursuant to Section 18(a), (b), (c)(i), (c)(ii), (c)(iii), or (d), Contractor’s sole remedy shall be a claim for the sum designated for accomplishing the Services multiplied by the percentage of Services completed and accepted by Lottery, less previous amounts paid and any claim(s) which Lottery has against Contractor. If previous amounts paid to Contractor exceed the amount due to Contractor under this Subsection, Contractor shall immediately pay any excess to Lottery upon demand.

ii. In the event of Contract termination pursuant to Section 18(c)(iv), (c)(v), (c)(vi), (c)(vii), (c)(viii), (c)(ix), (c)(x), or (c)(xi) Lottery shall have any remedy available to it in law or equity. If it is determined for any reason that Contractor was not in default under 18(c)(iv), (c)(v), (c)(vi), (c)(vii), (c)(viii), (c)(ix), (c)(x), or (c)(xi), the rights and obligations of the Parties shall be the same as if the Contract was terminated pursuant to Section 16(b).

f. Contractor’s Tender Upon Termination.

Upon receiving a notice of termination of this Contract, Contractor shall immediately cease all activities under this Contract unless Lottery expressly directs otherwise in such notice of termination. Upon termination of this Contract, Contractor shall deliver to Lottery all documents, information, works-in-progress, and other property that are or would be deliverables had the Contract been completed. Upon Lottery’s request, Contractor shall surrender to anyone Lottery designates all documents, objects, or other tangible things required to complete the Services.

17. Records Maintenance; Access.

Contractor shall maintain all fiscal records relating to the subject matter of this Contract and Contractor’s performance hereunder, in accordance with Generally Accepted Accounting Principles. In addition, Contractor shall maintain any other records pertinent to this Contract in such a manner as to clearly document Contractor’s performance of its duties under the Contract. Contractor acknowledges and agrees that the Lottery and the Oregon Secretary of State’s Office, the Oregon Department of Revenue, the Oregon Department of Justice and their duly authorized representatives shall have access to such records and other books, documents, papers, plans and writings of Contractor that are pertinent to this Contract to perform examinations and audits and make excerpts and transcripts. Contractor shall retain and keep accessible all such fiscal records, books, documents, papers, plans, and writings for a minimum of six (6) years, or such longer period as may be required by applicable law, following final payment and termination or expiration of this Contract, or until the conclusion of any audit, controversy or litigation arising out of or related to this Contract, whichever date is later.

18. Confidential Information.

a. Confidential Information. Contractor acknowledges that it and its employees, agents or subcontractors may, in the course of performing their responsibilities under this Contract, be exposed to or acquire information that is confidential to Lottery and the State of Oregon. Any and all information of any form obtained by Contractor or its employees, agents or subcontractors in the performance of this Contract shall be deemed to be confidential information of Lottery (“Confidential Information”). Any reports or other documents or items (including software) which result from the use of the Confidential Information by Contractor shall be treated with respect to confidentiality in the same manner as the Confidential Information. Unless otherwise provided by law, Confidential Information does not include information that (a) is or becomes (other than by disclosure by Contractor) publicly known or is contained in a publicly available document, (b) is subsequently and rightfully received by Contractor from third parties who have the necessary rights to transfer said information without any obligation of confidentiality, (c) is rightfully in Contractor’s possession without the obligation of nondisclosure prior to the time of its disclosure under this Contract, (d) is independently developed by employees, agents or subcontractors of Contractor who can be shown to have had no access to the Confidential Information, or (e) is required to be disclosed by compulsory judicial or administrative process or by law or regulation; provided that if required to disclose Confidential Information under this subsection, Contractor shall first give the Lottery notice and shall provide such information as may reasonably be necessary to enable the Lottery to take such action to protect its interests.

b. Non-disclosure Agreement. Contractor shall ensure the confidentiality and non-disclosure of the Confidential Information, and if requested by Lottery, shall obtain non-disclosure agreements (“Agreements”) from each of Contractor’s employees, agents, and subcontractors who are performing Services under this Contract. Contractor shall provide copies of such Agreements to Lottery within ten (10) Business Days following the Effective Date of this Contract or Lottery’s request, whichever is later. Thereafter, Contractor shall obtain and deliver to Lottery such Agreements from all other employees, agents and subcontractors within ten

(10) Business Days as of the date the employee, agent or subcontractor is assigned to perform the Services under this Contract.

19. Review and Approval.

a. The Services provided by Contractor shall be reviewed by the Lottery Contract Administrator for compliance listed in Exhibit A, Statement of Work, Section 1. Lottery shall review the Services and shall promptly notify Contractor of its approval or rejection.

b. If the Services fails to conform to the Statement of Work, Lottery will, in its notification, specify the manner in which it fails to comply. Upon receipt of such written notice, Contractor shall correct any such failures within five (5) business days from the date of receipt of Lottery’s notice or such date as Lottery specifies in its notice, and shall re-perform the Services for re-evaluation, at no cost to Lottery.

Thereafter, if the Services fails to conform as required, Lottery may allow Contractor additional opportunity(s) to correct the Services, at no charge to Lottery, or elect to terminate the Contract due to Contractor’s default.

20. Working with other Lottery Contractors.

Contractor understands and agrees that, as part of this Contract, Contractor may be required to work with other Lottery contractors who may be working on similar projects. Contractor may be required to be present for work sessions, final report presentation, or as otherwise deemed necessary by the Lottery to aid in completion of assigned projects. Lottery and Contractor acknowledge and agree that this cooperation is essential to the mutual goal of both parties for accurate and valuable research for use by the Lottery.

In the event of a conflict between Contractors who must cooperate, Contractors shall notify the

Lottery’s Contract Administrator and abide by the Lottery’s direction(s).

21. Compliance with Applicable Law.

Contractor shall comply with all federal, state and local laws, regulations, executive orders and ordinances applicable to this Contract and the Services provided hereunder. Contractor expressly agrees to comply with Title VI of the Civil Rights Act of 1964, with Section V of the Rehabilitation Act of 1973, and with all applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations with the Americans with Disabilities Act of 1990 (Pub L. No. 101- 336), including Title II of that Act, ORS 659A.142, and all regulations and administrative rules established pursuant to those laws.

Contractor shall also comply with the Oregon Lottery Act, ORS Chapter 461, as it may be amended from time to time, and the Lottery’s Administrative Rules, OAR Chapter 177, as they may be amended from time to time.

22. Foreign Contractor.

If Contractor is not domiciled or registered to do business in the State of Oregon, Contractor must obtain authority from the Oregon Secretary of State, Business Registry, to transact business under this Contract. Registration information can be found at:

http://sos.oregon.gov/business/Pages/business-registration-forms.aspx http://sos.oregon.gov/business/Pages/business-registration-forms.aspx

23. Force Majeure.

Neither Lottery nor Contractor shall be held responsible for delay or default caused by fire, riot, acts of God, terrorism, war or any other like cause which is beyond the party’s reasonable control. Contractor shall, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon the cessation of the cause, diligently pursue performance of its obligations under this Contract. Lottery may terminate this Contract upon written notice to Contractor after it determines that such delay or default will likely prevent successful performance of the Contract.

24. Survival.

All terms of this Contract, which by their nature are intended to survive Contract termination or expiration and Sections 12, 14, 16e, 16f, 17, 18, 21, 24, 30 and 32 shall survive Contract termination or expiration.

25. Time is of the essence.

Contractor agrees that time is of the essence under this Contract.

26. Notices.

Except as otherwise expressly provided in this Contract, any communications between the Parties hereto or notices to be given hereunder shall be given in writing by personal delivery, email, facsimile, or mailing the same, postage prepaid, to Contractor or Lottery at the addresses or number set forth below, or to such other addresses or numbers as either party may hereafter indicate pursuant to this Section, Any communication or notice so addressed and mailed shall be deemed to be received on the fifth (5th) Business Day after the date of post mark. Any communication or notice delivered by facsimile shall be deemed to be received when receipt of the transmission is generated by the transmitting machine. Any communication or notice delivered by email shall be deemed to be received when received in the recipients’ email inbox.

Any communication or notice by personal delivery shall be deemed to be given when delivered to the recipient’s current address.

For Contractor: For Lottery:

Contractor Name Oregon State Lottery Street Address 500 Airport Road SE City, State Zip P.O. Box 12649

Salem, Oregon 97309-0649 Attention: First Name Last Name Email: Email Address Attention: Patrick Murphy Phone: XXX-XXX-XXXX Email: Patrick.Murphy@lottery.oregon.gov

Phone: 503-540-1091

27. Severability.

The Parties agree that if any term or provision of this Contract is declared by a court of competent jurisdiction to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall not be affected, and the rights and obligations of the Parties shall be construed and enforced as if the Contract did not contain the particular term or provision held to be invalid.

28. Counterparts.

This Contract may be executed in several counterparts, all of which when taken together shall constitute one agreement binding on all Parties, notwithstanding that all Parties are not signatories to the same counterpart. Each copy of the Contract so executed shall constitute an original.

29. Disclosure of Social Security Number.

Contractor must provide Contractor’s Social Security Number unless Contractor provides a federal tax ID number. This number is requested pursuant to ORS 305.385 and OAR 150-

305.100. Social Security Numbers provided pursuant to this authority will be used for the administration of state, federal and local tax laws.

30. Governing Law; Venue; Consent to Jurisdiction.

This Contract shall be governed by and construed in accordance with the internal laws of the State of Oregon without regard to principles of conflicts of law. Any claim, action, suit or proceeding (collectively, “Claim”) between Lottery (and any other agency or department of the State of Oregon) and Contractor that arises from or relates to this Contract shall be brought and conducted solely and exclusively within the Circuit Court of Marion County for the State of Oregon; provided, however, that if a Claim must be brought in a federal forum, then it shall be brought and adjudicated solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether it is sovereign immunity, governmental immunity, immunity based on the Eleventh Amendment to the Constitution of the United States or otherwise, from any Claim or from the jurisdiction of any court.

CONTRACTOR, BY EXECUTION OF THIS CONTRACT, HEREBY CONSENTS TO THE IN

PERSONAM JURISDICTION OF SAID COURT(S).

31. Contract Documents.

This Contract consists of the following documents which shall be interpreted in the following order of precedence: (1) the Contract less exhibits; (2) Exhibit A Statement of Work, and (3) Exhibit B Contract Pricing.

32. Merger Clause; Waiver, Amendment.

This Contract constitutes the entire agreement between the Parties on the subject matter hereof. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Contract. No waiver, consent, modification or change to the terms of this Contract shall bind either party unless in writing and signed by all Parties and all approvals required by law have been obtained. Such waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given. The failure of Lottery to enforce any provision of this Contract shall not constitute a waiver by Lottery of that or any other provision.

33. Tobacco-Free Environment.

Effective January 1, 2013, the use of all tobacco products is forbidden on state-controlled properties, including the Lottery property. A map indicating the closest area to the Lottery building where tobacco can be used can be provided upon request.

34. Equal Employment Opportunity; Affirmative Action.

Lottery is an Equal Employment Opportunity and Affirmative Action employer and encourages its contractors and their subcontractors to follow EEO/AA practices in their performance of Contract with Lottery.

35. Contractor certifications and signature of Contractor’s Authorized Representative.

The undersigned certifies under penalty of perjury both individually and on behalf of Contractor that:

a. The undersigned is a duly authorized representative of Contractor, has been authorized by Contractor to make all representations, attestations, and certifications contained in this Contract and to execute this Contract on behalf of Contractor.

b. The undersigned is authorized to act on behalf of Contractor and that Contractor is, to the best of the undersigned’s knowledge, not in violation of any Oregon Tax Laws. For purposes of this certification, “Oregon Tax Laws” means a state tax imposed by ORS 320.005 to 320.150 (Amusement Device Taxes), 403.200 to 403.250 (Tax For Emergency Communications), 118 (Inheritance Tax), 314 (Income Tax), 316 (Personal Income Tax), 317 (Corporation Excise Tax), 318 (Corporation Income Tax), 321 (Timber and Forest Land Taxation) and 323 (Cigarettes And Tobacco Products) and the elderly rental assistance program under ORS 310.630 to 310.706 and any local taxes administered by the Department of Revenue under ORS 305.620.

c. To the best of the undersigned’s knowledge, Contractor has not discriminated against and will not discriminate against minority, women or emerging small business enterprises certified under ORS 200.055 in obtaining any subcontracts for the work described herein.

d. Contractor and Contractor’s employees and agents are not included on the list titled “Specially Designated Nationals and Blocked Persons” maintained by the Office of Foreign Assets Control of the United States Department of the Treasury and currently found at:

http://www.treas.gov/offices/enforcement/ofac/sdn/t11sdn.pdf

e. Contractor is bound by and will comply with all requirements, terms and conditions contained in this Contract; and

f. Contractor ____is / ___ is not a nonresident alien as defined in 26 USC § 7701(b)(1) (check one).

http://www.treas.gov/offices/enforcement/ofac/sdn/t11sdn.pdf

WHEREAS this Contract has been executed, as of the date provided below, by a duly authorized representative of Living Opportunities and the Oregon State Lottery.

FOR CONTRACTOR

By: ____________________________________________

Authorized Signatory

Title: __________________________________________ Date: ________________

FOR LOTTERY

The State of Oregon acting by and through its Oregon State Lottery Commission

By: ________________________________________ Date: ________________

PLACE HOLDER FOR SCOPE OF WORK

PLACE HOLDER FOR QUOTE FORM