TaskoutllcBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: TASKOUT LLC _________________________________ Type/print full legal name of Bidder

Bidder’s Address: 3830 S 176TH ST. SEATAC, WA 98188 Type/print Bidder’s Address

Bidder Organization Type:

Check appropriate box

Corporation: Domestic Foreign

Limited Liability Company (LLC): Domestic Foreign

Partnership: Domestic Foreign

Sole Proprietorship:

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

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

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

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

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

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

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

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

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

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

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

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

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

BIDDER HAS REQUIRED INSURANCE. Bidder has attached a current, valid Certificate of

Insurance with each and all of the required insurance coverages as specified in the Master Contract (note: Bidder must attach the Insurance Certificate).

OR

BIDDER WILL OBTAIN REQUIRED INSURANCE. Bidder does not have a current, valid

Certificate of Insurance with each and all of the required insurance coverages as specified in the Master Contract but, if designated as the Apparent Successful Bidder, Bidder will provide such a Certificate of Insurance, without exception of any kind, to Enterprise Services within twenty-four (24) hours of such designation or notification by Enterprise Services or be deemed a nonresponsive bid.

OR

BIDDER DOES NOT HAVE REQUIRED INSURANCE. As detailed on the attached explanation

(Bidder to provide), Bidder does not have a current, valid Certificate of Insurance

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

with each and all of the required insurance coverages as specified in the Master Contract and, if designated as the Apparent Successful Bidder would not be able to provide such a Certificate of Insurance to Enterprise Services within twenty-four (24) hours of such designation.

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

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

OR

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

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

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

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

OR

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

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

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

OR

VIOLATIONS OF WAGE LAWS. Bidder has been determined by a final and binding citation and notice of assessment issued by the Washington Department of Labor and Industries or through a civil judgment entered by a court of limited or general jurisdiction to have willfully violated, as defined in RCW 49.48.082, a provision of RCW chapters 49.46, 49.48, or 49.52 within three (3) years prior to the date of the http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082 http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48.082 http://app.leg.wa.gov/RCW/default.aspx?cite=49.46 http://app.leg.wa.gov/RCW/default.aspx?cite=49.48 http://app.leg.wa.gov/RCW/default.aspx?cite=49.52

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

above-referenced Competitive Solicitation date.

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

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

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

OR

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

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

NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

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

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

OR

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

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

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

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

WASHINGTON SMALL BUSINESS. Bidder is a Washington Small Business as defined in

RCW 39.26.010. To qualify as a Washington Small Business, bidder must meet two

(3) requirements:

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

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

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

http://www.des.wa.gov/services/ContractingPurchasing/Business/Pages/WEBSRegistration.aspx

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

NOT WASHINGTON SMALL BUSINESS. Bidder is not a Washington Small Business as defined in RCW 39.26.010.

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

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

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

OR

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

RCW 43.60A.190.

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

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

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

BIDDER NAME: ____________________TASKOUT LLC_________________________________

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

By: ______________________________ Signature of Bidder’s authorized person

Title: MANAGEMENT CONSULTANT Title of person signing certificate

Date: JANUARY 17, 2021

WENDY JEMILAT BELLO

Print Name of person making certifications for Bidder

Place: SEATAC, WASHINGTON STATE Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

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

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

EXHIBIT A-2 – BIDDER’S PROFILE

Competitive Solicitation No.: 01620 – Business Consulting Services

Bidder: TASKOUT LLC

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

TASKOUT LLC ___________________________

Business Name Address

3830 S 176TH ST. SEATAC, WA 98188

City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

_ 604 544 635__________________

Federal Tax ID No. (TIN):

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

_84-3761133__________________

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

(OMWBE)?

Yes No If yes, provide MWBE certification no.

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

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

RCW 39.26.010.

Yes No

If yes, what is your business size?

Small Mini Micro

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

Yes No If yes, provide WSDVA certification no.

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

CONTRACT MANAGEMENT POINTS OF CONTACT

Authorized Representative Name: WENDY J BELLO Email: info@taskoutllc.com Phone: 2068222772

Contract Administrator Name:

Email:

Phone:

Sales Reporting Representative Name: WENDY J BELLO Email: info@taskoutllc.com Phone: 2068222772

Sales Reporting Alternate Name:

Email :

Phone:

Management Fee Representative Name: WENDY J BELLO Email: info@taskoutllc.com Phone: 2068222772

Management Fee Contact Alternate Name:

Email:

Phone:

Address for Enterprise Services to send management fee invoices:

Company name: TASKOUT LLC Attn: WENDY J BELLO Address: 3830 S 176TH ST City/State/Zip: SEATAC, WASHINGTON 98188

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

WENDY J BELLLO 2068222772 info@taskoutllc.com Contracts, sales, management, operations

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

REFERENCES

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

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 2 – Organizational Development, if applicable

Contact & Title:

Reference 1 – Change Management, if applicable

Company Name:

Contact & Title:

Reference 2 – Change Management, if applicable

Contact & Title:

Reference 1 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

AUSTIN J SMITH STUDIOS

AUSTIN J SMITH ; ARTIST

+1 (509) 899 3011 artist@austinjsmith.com

Reference 2 – Management and Business Analysis, if applicable

Company Name:

Contact & Title:

Phone:

Email:

VODAFONE GHANA

EBENEZER AMANKWAH; CORPORATE COMMUNICATIONS

MANAGER

+233 20 200 9606 ebenezer.amankwah@gridcogh.com

PURCHASE CARDS (I.E., CREDIT CARDS)

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

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

Visa Master Card American Express Discover Other: CHECKS

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

WENDY J BELLO, MANAGEMENT CONSULTANT ________________________ JANUARY 17, 2021

Name, Title Signature Date

Name, Title Signature Date

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

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

CERTIFICATION

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

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

BIDDER NAME: _TASKOUT LLC ____________________________________________________

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

By: ______________________________ Signature of Bidder’s authorized person

Title: MANAGEMENT CONSULTANT Title of person signing certificate

Date: JANUARY 17, 2021

_WENDY J BELLO

Print Name of person making certifications for Bidder

Place: SEATAC, WASHINGTON STATE Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: TASKOUT LLC

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

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

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

Organizational Development Change Management Management and Business Analysis

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

We are a limited liability company established to provide a backbone of SME’s and startups whilst enabling larger corporates to optimize their productivity by outsourcing critical and specialized functions to us. Our mission is to be a strategic management engine enabling organizational sustainability through strategic goal setting, process e-engineering and proactive interventions to grow revenue.

We build business models which adopts strategies to maximize topline revenue, streamline processes and deploy efficiency initiatives which enables businesses deliver value their stakeholders. These models are also designed to directly impact local communities where the business operates by addressing a social challenge hence a WIN for both business and community.

Our company name clearly communicates its purpose and is a call to action for prospective clients to outsource business to us. We are branded to communicate our service and are positioned as a growth accelerator company per our headline strategy GRROWTH. We leverage our relationship with influencers to generate more business opportunities.

Typically, we will access the organization for high performance capabilities, provide guidance for goal setting and institute efficient processes to position them towards a growth trajectory considering their capability, resources, and external environmental factors. We do this by developing strategies, setting key performance indicators, reviewing business plans, standardizing processes, oversee projects, managing the change process where necessary and reviewing existing policies, third party contracts etc. to align with the newly set goals.

Technically we embed digitization in our solutions, develop market and competition models to provide quantitative and qualitative analysis which enable our clients to take critical decisions based on market data rather than their intuition.

We are looking to serve both the private and public sector organizations.

• Entrepreneurs who have business ideas and looking to transition from idea state to developing a robust business plan.

• SMEs who desire to grow their existing businesses, stem decline in their revenue, operate efficiently to be profitable or re-engineer a business process.

• Corporates who desire to outsource projects in sales, commercial performance, administrative management and financial analysis.

• Organizations who want to implement institutional changes, conduct market sizing to identify and analyze their stakeholders.

• Businesses who want to develop strategies reposition their brand, business case to unveil a new product segment or revenue stream.

• Businesses affected by the COVID-19 pandemic.

Specialized Services We offer three main solutions: Strategy, Corporate Services and Business support. We break these solutions down into tailored services for public and private sectors as well as specialist services in Agribusiness value chain management and Telecommunication acquisition strategy.

More specifically our services include the following:

• Analyze Business Structure.

• Analyze Financial Data.

• Learn about the client's business challenges and technologies to understand their business needs usually through interviews, observations, surveys.

• Review internal client company data such as financial statements, payroll information, or existing computer systems.

• Outline the scope of the work and identify and map out schedules, milestones, and required resources to meet the project objectives.

• Determine and communicate the work product or results that will be delivered to the client upon project completion.

• Develop and carry out communications to the company's senior stakeholders, company staff, and internal and external project teams.

• Conduct any required training classes for employees at a variety of levels.

• Provide respectful feedback to company management.

• Work tactfully to inspire faster adoption, greater utilization, and higher proficiency by employees regarding new ways of operating as a result of the consulting project outcomes; and,

• Implement a plan of action for businesses affected by the Coronavirus outbreak.

Our Unique Selling Proposition

• We identify as a growth propelling company driven by digital adoption in our service models and overarching GRROWTH strategy.

• Community Impact agenda. - we incorporate elements of community impact in every client’s business model. This makes the client’s business very sustainable as it has the community’s buy-in.at all levels and it drives positive consumer behavior.

• Our workforce is a team of subject matter experts in terms of Strategy, finance and technology which are critical to every business. We also build human capacity by employing discovery business consultants to work on cases. Our human resource model unearths talented skills and high performing consultants who strive for a chance to work their potential.

• We add value to our client’s services by providing selected auxiliary services mostly at minimum or zero cost. This service will tie into our loyalty program for clients.

• We develop tailored business models with a strategic fee structure convenient for our clients.

• Unique client representation- we only represent one client in each industry. Eg one artist in the art industry.

COVID-19 Business Consulting Services

The COVID-19 outbreak is forcing companies to explore how they can survive while grappling with crises of mammoth proportions. We assist companies impacted using the approach below:

1) Keep expenses in check and have backups for budget deficits. We recommend our clients to stress-test financial plans for multiple scenarios to understand the potential impact on financial performance and assess how long the impact may continue.

2) If required, we advise near-term capital raising, debt refinancing or additional credit support from banks or investors, or policy support from the government.

3) Identification and repair of broken links in the supply chain is critical for survival; (most companies are likely to experience significant disruption to their operations and will underperform throughout the duration of the COVID-19 crisis). When working with broken supply chains, companies need to maintain regular contact with suppliers regarding their capability to deliver goods and services and work out recovery plans.

4) We prepare our clients for the unexpected and unforeseen challenges by assisting them conduct risk assessment and identify preventive actions, manage customer-supplier contract disputes due to economic impacts or supply disruptions, and even be prepared to invoke “force majeure” clauses.

Clients

Austin J Smith Studios Austin J Smith Studios is an Artist; Sculpture & Painting business located in Ellensburg Washington state.

This artist has commissioned several creatives and is featured at prominent public spaces.

AJS Studios contracted us to help grow into a $300,000pa business in the next three years. This involves developing its growth strategy and provide critical guidance through the implementation process.

Fork Freight LLC.

Fork Freight LLC is a Trucking and Logistics company which provides haulage services and parking garage to its client. Its main clientele includes truckers, brokers, and loaders. Fork freight requested us to provide advisory on how to grow their client base to 10,000 in 12 months. We proposed an acceleration model for which it built a business case to simulate the growth journey at the first phase and build on the productive outcome.

Perry Wings Plus (PWP)

PWP is a franchise in Florida. PWP requested us to help reach more customers in the absence of in-dining.

We enrolled PWP on our COVID intervention business model to address their immediate business challenge. Our initial proposal to them was a chain-referral program which we helped implement.

Organogram

Team

We are experienced in Growth, management, financial analysis, profitability and Sustainability strategies and have applied these experiences in various industries. Our formidable support team is made of talented and high performing industry icons with relevant expertise and mostly subject matter experts.

Founder and Management consultant;( MBA, BSc Computing) Has over 12 years professional experience of consulting on the following projects:

• Sculpture Arts(2020-ongoing): implementation of an operations management and growth model to adopt technology driven initiatives to increase revenue and scale up operations.

Founders/Managing Partners

Founder A, Co-Fonder B

Senior Associates Business Cases

Analysts

Junior Associates Sales executives Auxilary services

Internship

Consultants Finance; Technology;

International business

Strategic partners Digital Marketing

Legal

• Trucking (2019-2020): Developed a 12 month acceleration strategy with the potential to sign up 10,000 subscribers in 12 months driven by standardized internal processes.

• Restaurant (2020): Conducting market sizing to identify stake holders and target them with specific promotional offerings based on qualitative data analysis.

• Telecommunication (2017-2019): Developed a 3-year strategy to stem voice revenue decline by identifying and focusing on other product lines with significant revenue potential.

• Agribusiness (2012-2017): Drafted a 5-year business plan to facilitate commercialization of large-scale farm producing organic fruit juices, teas and jam.

• Sports Financing: Designed documentation to secure $100k financing for a multipurpose Astro- Turf pitch project.

• FMCG: Developed Go-To-Market strategy and implementation.

• Retail: Conducted Service and operational restructuring to streamline processes to improve profitability for construction hardware retailer.

• Automobile: Re-engineered sales processes and coached sales team to accelerate productivity.

• Business coaching – Brokered a partnership to set up a business coaching franchise and implemented models in managing organizations for high performance for chief executives.

Co-Founder & Managing Partner (BA Political Science, Dip Advertising & Public Relations, Business coach). An experienced business coach who delivers training and corporate lectures on developing high performing teams and teambuilding, Emotional Intelligence models for business owners and sports professionals. Has over 20 years’ experience in Management. This role consults on business development and performs the initial assessment and factfinding on all our clients. It also develops the service model required for our clients which is critical to achieving the ultimate objective of every business. Also manages all our clients’ accounts and coordinates clients and the company’s intentions and actions effectively.

International Marketing Consultant (PhD, CIM, CII, BAM, HEA)

His expertise lies in offshore business development and marketing and has worked in a specialist business development and marketing consultancy founded and registered in the UK to offer market-leading and strategic services to small-to-medium scale enterprises and large organizations looking to outsource their business development and marketing activities offshore. This role provides Subject matter expertise on international business and marketing. It also validates project outcome and performance with global industry standards and benchmarks.

Financial Analyst (Bachelor of Science in Telecommunication Engineering)

Has 5 years of industry experience in finance and data analysis driving decision making with quantitative and qualitative financial data. Worked on various business analytics and provided visibility to various business KPIs for two multinational telecommunication companies. This role provides expert consulting on financial modelling, P&L, budget forecast and analysis.

Information Technology consultant – (MSc Engineering for Development, BSc Agricultural Engineering) Certified AWS Solutions Architect and Innovative Career Technologist with over thirteen years’ experience in delivering creative, business-centric solutions in software engineering and software development processes. This role is to provide consultation on how to use technology to drive all aspects of the client’s business and the right software or application to deploy for our clients.

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

Project 1 - Austin J Smith Studios – Growth & Operations management Austin J Smith Studios is an Artist; Sculpture & Painting business located in Ellensburg Washington state.

This artist has commissioned several creatives and is featured at prominent public spaces.

AJS Studios contracted us to help grow into a $300,000pa business in the next three years. This involves developing its growth strategy, implement standard operational processes provide critical guidance through the implementation process. AJS studios is engaged on a retainer contract subject to yearly renewal.

Project Benefit

• We provide the business expertise, advisory and resources required to grow the business whilst the artist focuses on creative productions to meet client demand.

• Successfully opened a physical gallery where it collaborates with the local museum to deliver Art entertainment to the community.

• Artist based on our time management advisory has been able to accommodate weekly mentorship programs for upcoming artist.

• Artist now has a fully functional website, patreon account, Instagram and Facebook.

• Built full inventory of artwork and adopted a pricing strategy to deliver value to his audience.

• Built a consistent pipeline of income stream to generate revenue for the studio. Through online sales, gallery sales, events, patreon contributions, artist grants, contract awards.

• Established a ‘CAUSE” for creativity and positioning to build a brand around it.

Project Framework We adopted an evolving and tailored framework to deliver a growth trajectory specifically for AJS Studios.

The framework addresses aspects of the business which will impact growth in the medium to long term.

1. Stability-This frame looks at the fundamentals to keep the business running at its organic pace.

2. Growth plans-This frame drives initiatives for the medium to long-term growth of the business

3. Efficiency Initiatives- This frame optimizes to make the business profitable.

4. Operations- This frame identifies, secures, and tracks major projects won through contracts and bids.

Ap pr oa ch

Activity

Description Deliverables & Status

St ab ili ty

Financial

Set Financial goals

Budget forecast, P&L, yearly grant target

Design Budget forecast

Secure Funding/grant available to artists

Revenue and Expenditure

Sales

Develop sales Strategy Sales strategy, quarterly sales target

Define sales targets

Identify and develop sales channels

Systemize an efficient sales funnel

Schedule strategic sales activations

Company profile

Build Brand

Artist image, USP, full online presence

Build Artist portfolio

Publish Artist profile

Build Website

Activate Social media handles

Operations

Define transaction cycle Production process, defined functions, production plan & target

Set activity level/productivity

New Business location

Functional units

Gr ow th

Technology

Digital ready E-commerce, Online gallery, virtual exhibition virtual mentoring, generate two big innovative ideas each year, support a cause.

Innovation: crowdfunding techniques to drive support for social causes (sample proposal attached)

Business Plan 3 to 5 years plan

Business plan to be a $300k business in 3 years

Marketing

Develop marketing Strategy Patreon account set up to channel social media following to generate monthly revenue. Online sales gallery and website to host paid virtual events. Strategic alliance with museum to provide physical studio gallery completed and commissioned.

Market sizing

Build a market model

Conduct competition analysis/insight

Develop Strategic alliances

Hold Events; own/exhibitions

Products Segment Defined segments, R&D framework

New product development

Policies Regulations

Company handbook

Privacy

Code of conduct

Ef fic ie n cy

Cost Review Utilities Quarterly cost target

External services

O pe ra tio ns

Request for Quotations (RFQ)

Develop proposals in response to RFQs

Research upcoming RFQs and monitor submissions

Standardize documentation for RFQ

Work towards meeting RFQ requirements

Set target for total yearly bids

Project 2- Vodafone- C.H.A.N.G.E Strategy development, implementation and monitoring

This project was poised towards accelerating revenue and company growth rate by focusing on other revenue lines ; fixed services, SME Soho propositions and mobile financial service, which we termed key pillars rather than the usual voice and Data revenues which are the main revenue generation areas for a telecommunication company.

The pillars defined is interpreted as follows:

C- Prioritize our Mobile financial services (MFS) called Vodafone Cash which is forecast to be a key industry driver and is a catalyst for voice revenue which had seen a consistent decline with the introduction of WhatsApp calling.

H- Headline Fixed; this was to focus on our fixed line services which involved accelerating broadband and fiber connections to the homes of consumers.

A-Accelerate SME/Soho propositions which involved having a key proposition which will serve as a key solution to challenges for SMEs and small office home office (Soho) owners.

N-Non-negotiable customer service which involved differentiating in our service space to retain our customer base. As usual practice our service SLAs averaged 72 hours depending on the issue. The new strategy revised SLA solution time to be 24hours. I suggested that service technicians and front office be appraised directly based on meeting SLAs and either rewarded or sanctioned based on their performance score.

G-Grow with our people which involved focusing on our human capital and seeking the wellbeing of staff members. This reviewed the employee cost to revenue ratio to determine a number feasible for operations and adjust revenue targets as a result. Secondly, we proposed to Human resource to have an independent development plan for each employee within the organization which had to be managed by each functions HR Business partner. This was implemented.

E-Efficiency which involved keeping our topline expenditure low by introducing nimble/cost cutting initiatives across the company which will drive the agenda. The target was to save $15million by reviewing our IT maintenance agreements and taking out noncritical expenditures, we proposed implementation of an anonymous bidding process for supply chain procurement to obtain best value, we proposed to use our rooftop as solar panels to self-power all our air conditions and lighting, we also looked at co-locating our exchange stations to save on energy required to power each station. All of these were implemented.

Involvement

This project lasted six months which followed with ongoing KPI monitoring. As the project owner I supervised about 15 key members who in turn managed teams to provide the required results across the organization of over 1,200 people. Strategic activities as follows:

- Defined the strategy headline in line with the company’s objective which was to accelerate growth within an industry with a dominant player who was monopolizing the market. The market had 3 players Number-1(67% revenue market share), Number-2(19.4% revenue market share), and Number-3(12.3% revenue market share).

- Established the requirement for the project from the CEO which involved; Brainstorming sessions – forming cross functional teams across the organization to deep dive into commercial areas which had more revenue potential as a result of market dynamics and increased effort.

- Data provision- Research from the statistical service on industry data as well as in-house historic data and forecast in areas of incremental revenue, competition performance, addressable market size,

- Analytics- Interpret data obtained to reflect its implications on company topline revenue and use projections to strategize on specific actions to take.

- Presentation of key facts- Communicate findings and strategic actions in the form of a PowerPoint presentation to clearly demonstrate the end-to-end strategic execution.

- Developed the strategy proposal for approval from the company directorate which involved making a convincing case of how the project would specifically meet the objective of the company for a three-year period 2019 to 2022. The objective was to increase Revenue market share from 19.4% to 22%

Develop an execution plan which involved coordinating all the aspects of the project and assigning implementation timelines and providing an implementation roadmap.

Project goals

Set goals to: Grow mobile financial service revenue from GHC16.7million/pa to GHC40million/pa; Grow active monthly subscribers from 500 to 1,700; Grow Fixed broadband & fiber subscribers to 100,000 in 3 years; Grow SME/Soho business to GHC100million in 3 years.

The execution phase involved;

The look and feel of the strategy which included internal branding; KPI dashboards for periodic updates;

Process reengineering and structural changes; Budget reallocation to shift resources to required areas;

C.H.A.N.G.E ambassadors appointed to drive the behavior required to make the strategy a success.

Monitoring & Evaluation

Weekly and monthly update meetings; BI (Business intelligence) reporting of KPIs; Senior management KPI reviews.

Project Impact:

- New jobs were created, and Redundant roles reduced; For example, with the reverse anonymous bidding software for supply chain, it required very little human intervention and there was suddenly no use for a whole team of supply chain employees.

- Mobile financial services: In the first month after the implementation of the strategy, Mobile financial services showed a year-on-year growth rate of 56%. Prior to that its growth rate was between 18% to 25% in the past six years of operation.

- Voice Revenue: Voice revenue was at a steep decline of about -18% year-on-year. Although no significant growth yet, the decline has stabilized and showing resilient signs to start picking up growth three months into the execution of the strategy.

Quality Assurance (4 pages maximum) (150 points)

Approach to quality assurance

QA Approach Strategy Corporate Services Business Support

1. We Ensure each model covers all critical areas to deliver a holistic quality service.

It is however dynamic and will absorb client’s requirement

-Start-up & Sustainability -Growth & Acceleration driven by digital -Profitability -Process re-engineering / automation -Acquisition & retention -Change management -Efficiency -Sales & Marketing

-Business Analytics -Business plan documentation -Bus. proposal development -Report writing -Business Case development -Business presentation -Strategic Alliance/ partnership -Project management

Administrative:

-Digital record management -Office setup

Marketing:

-Sales activation -Competition research & analysis -Advert concept development -Exhibition concept design & setup -Corporate profile and branding

2. We take steps to develop Content which has productive Substance to deliver results to the model

-We follow a structured model which adapts to client’s specification. For every model we define KPIs which ensures meeting the strategic goal.

-We work through various hypothesis to present the best choice of action to the client.

-All models have been well vetted by subject matter experts and have mostly been deployed by our experienced staff with great success.

3. Our solutions Delivery is backed by professionalism, confidentiality policies and insured liabilities in the interest of the client

-We deliver solutions with world class professionalism.

-Our implementation team is backed by a knowledge bank of subject matter experts in all critical areas.

-Every assigned job is treated as top priority -We adopt and follow all industry standards and policies.

-We holistically seek to understand clients’ needs, requirements and expectations thoroughly.

-We uphold client confidentiality with serious consequences to any breach.

-We insure projects in the best interest of the client

4. We adapt proven industry Methodologies to deliver solutions

-We deploy agile principles to deliver on all projects.

-Critical goal setting and factfinding vetted by team of experts upon submission of clients’ situation analysis.

-Interviews, surveys, assessments, observations, focus groups are deployed to verify facts or access more information.

-One-on-one coaching and corporate training is deployed where necessary -Group debrief sessions are deployed as well as Interim management assistance.

5. We measure Impact by testing, feedback, monitoring and evaluating

-We have a robust and continuous feedback, monitoring and evaluation mechanism which is deployed all through the project engagement.

-We iteratively test outcome for goals set at every delivery milestone to…