TreinenBid.pdf

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

EXHIBIT A-1 – BIDDER’S CERTIFICATION

Competitive Solicitation: No. 01620 – Business Consulting Services

Bidder: _Treinen Associates, Inc.___________ __ Type/print full legal name of Bidder

Bidder’s Address: _204 Pear Street NE, Olympia, WA 98506_ 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 competition any consultation, communication, or agreement with any other bidder or competitor

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

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

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 Bidder certifies that its bid, attached hereto, is a firm offer which cannot be withdrawn for a period of ninety (90) days from and after the bid due date specified in the Competitive Solicitation.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

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

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

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

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

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

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

OR

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

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

OR

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

(Bidder to provide), Bidder does not have a current, valid Certificate of Insurance with each and all of the required insurance coverages as specified in the Master

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

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

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

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

OR

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

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

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

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

OR

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

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

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

OR

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

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

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

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

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

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

OR

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

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

NO MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS

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

OR

MANDATORY INDIVIDUAL ARBITRATION CLAUSES AND CLASS OR COLLECTIVE ACTION WAIVERS FOR

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

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

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

OR

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

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

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

OR

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

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

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

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

OR

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

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

NO SUBCONTRACTORS. IF AWARDED A MASTER CONTRACT, BIDDER WILL NOT UTILIZE

subcontractors to provide the goods and/or services subject to this Competitive Solicitation.

OR

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

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

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

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

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

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

(3) requirements:

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

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

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

OR

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

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

in RCW 39.26.010.

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

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

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

OR

NOT VETERAN-OWNED BUSINESS. Bidder is not a certified Veteran-Owned business under RCW 43.60A.190.

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

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

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

BIDDER NAME: _TREINEN ASSOCIATES, INC.________________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: _President and CEO_______________ Title of person signing certificate

Date: _January 15, 2021________________

_William Treinen_______________________ Print Name of person making certifications for Bidder

Place: _Olympia, Washington____________ 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: Treinen Associates, Inc.

BIDDER INFORMATION

Legal name and address of Bidder:

Note: This must match information from Business License

_Treinen Associates, Inc.___________ Business Name _204 Pear St NE__________________ Address _Olympia, WA 98506-3940_________ City, State, Zip Code

Washington State Department of Revenue Registration Number:

Note: This is the Unified Business Identifier (UBI)

_602245452__________________

Federal Tax ID No. (TIN):

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

_91-2180560__________________

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: Will Treinen Email: wtreinen@treinen.com Phone: 360.870.7029

Contract Administrator Name: Will Treinen Email: wtreinen@treinen.com Phone: 360.870.7029

Sales Reporting Representative Name: Renee Martin Email: rmartin@treinen.com / fiscal@treinen.com Phone: 360.455.5168, extension 156

Sales Reporting Alternate Name: Erin Moore Email : emoore@treinen.com Phone: 360.455.5168, extension 120

Management Fee Representative Name: Renee Martin Email: rmartin@treinen.com / fiscal@treinen.com Phone: 360.455.5168, extension 156

Management Fee Contact Alternate Name: Erin Moore Email : emoore@treinen.com Phone: 360.455.5168, extension 120

Address for Enterprise Services to send management fee invoices:

Company name: Treinen Associates, Inc.

Attn: Fiscal Department Address: 204 Pear Street NE City/State/Zip: Olympia, WA 98506-3940

ORDERING/SALES POINTS OF CONTACT (expand as necessary)

Name Phone Number E-mail Area of Responsibility

Denise Mills 360.701.7691 dmills@treinen.com Business Development

Tim Walker 303.514.7101 twalker@treinen.com Business Development

Erica Van Ogle 360.402.8650 bdcore@treinen.com Business Development mailto:wtreinen@treinen.com mailto:rmartin@treinen.com mailto:fiscal@treinen.com mailto:emoore@treinen.com mailto:rmartin@treinen.com mailto:fiscal@treinen.com mailto:emoore@treinen.com mailto:dmills@treinen.com mailto:twalker@treinen.com mailto:bdcore@treinen.com

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

REFERENCES

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

Reference 1 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 2 – Organizational Development, if applicable

Company Name:

Contact & Title:

Phone:

Email:

Reference 1 – Change Management, if applicable (project 1 in response C-2)

Company Name:

Contact & Title:

Phone:

Email:

Washington State Liquor and Cannabis Board Ms. Megan Duffy, Deputy Director 360.664.1671 megan.duffy@lcb.wa.gov

Reference 2 – Change Management, if applicable (project 2 in response C-2)

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Licensing Ms. Meghann McCann, Executive Sponsor, Deputy Director 360.902.0191 mmccann @dol.wa.gov

Reference 1 – Management and Business Analysis, if applicable (project 1 in response C-2)

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Revenue Mr. David Sorrell, Chief Information Officer 360.596.3892 davidso@dor.wa.gov

Reference 2 – Management and Business Analysis, if applicable (project 2 in response C-2)

Company Name:

Contact & Title:

Phone:

Email:

Washington State Department of Social and Health Services Mr. David Stillman, Assistant Secretary, Economic Services Administration 360.725.4350 dstillman@dshs.wa.gov

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

PURCHASE CARDS (I.E., CREDIT CARDS)

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

Visa Master Card American Express Discover Other: None

Return this Bidder’s Profile to Procurement Coordinator at:

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

EXHIBIT A-3 - RESPONSIBLE BIDDER (COMPETENCIES)

Competitive Solicitation: No. 01620 – Business Consulting Services

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

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

ATTESTATION

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

_William Treinen, President and CEO________ _________________________ _1/15/2021______ Name, Title Signature Date

_Renee Martin, Finance Manager___________ _________________________ _1/15/2021______ 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: _TREINEN ASSOCIATES, INC._______________________________________________ Print Name of Bidder – Print full legal entity name of the firm submitting the Bid

By: ______________________________ Signature of Bidder’s authorized person

Title: _President and CEO______________ Title of person signing certificate

Date: __January 15, 2021______________

_William Treinen______________________ Print Name of person making certifications for Bidder

Place: _Olympia, Washington___________ Print city and state where signed

Return this Bidder’s Certification to Procurement Coordinator at:

Bidder Name: Treinen Associates, Inc.

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)

Summary:

We are a premier project management, change management and professional consulting firm headquartered in Olympia, Washington. We have over 18 years of experience providing complete, full-scale change management, management and business analysis, project management, business analyses, strategic and project planning, project management, process evaluation and improvement, market research and change management services.

In our 18 consecutive years of business, we have been engaged on 90 projects with more than 100 contracts for 35 different government agencies and programs. We serve a diverse and complex set of clients and bring significant depth, knowledge and understanding across many industries in the public sector, including:

Agriculture Early Learning Environmental Protection Financial Management Health & Human Services Unemployment Insurance

Worker’s Compensation Licensing Motor Vehicles K-12/Education Workforce Development Liquor and Cannabis

Natural Resources Pension Services Public Safety Social Services Tax & Revenue

Our primary focus and specialties are in project management, business analysis and change management, where we have been a dedicated partner to government. We have been providing business and management consulting services to state and local agencies across the country since 2002.

Our reputation and track record puts us as one of the leading professional consulting firms. We accomplish this by ensuring that we consistently deliver services, maintain the highest standard of quality, and commit to reach our client’s business objectives during each engagement. We approach our clients as a partner, working with them through challenges, finding opportunities to improve operations or processes, defining clear business needs and requirements, and providing mature professionals that dedicate themselves to leading and contributing on every project we undertake. Our service delivery is unmatched in the consulting industry, and many of our clients turn to us time and again because of their positive experiences and successful outcomes that have been achieved.

Engagements we undertake rely on skilled, talented and experienced resources. We invest heavily in aligning our staff to each opportunity by matching interests, background and skills to those required on each individual project. Whether we engage a single consultant or a team, we have a deep roster of over 25 staff that are all located in and serve our Washington public sector clients.

We have been providing services through Master Contracts to Washington State as far back as the first ITPS Master Contract originally released through the General Administration and now administered through the Department of Enterprise Services. We are currently qualified on 10 Master Contracts in Washington State and are also qualified on an additional 18 vendor pools throughout the United States;

all are in excellent standing. The follow is a list of contracts we are a qualified vendor on Master Contracts within Washington State:

Department of Enterprise Services 01215 – Lean Consulting Services Department of Enterprise Services 05914 – Organizational Development Department of Enterprise Services 06914 – Management Analysis Consulting (Non-IT)

Department of Enterprise Services 06915 – Strategic Business Analysis Consulting (Non-IT) Department of Enterprise Services 08215 – IT Services, eight categories Department of Licensing K6960 – Expert and Senior Level Resource Pool Health Care Authority K4713 – Project Management Services, includes project management, business analysis and change management Health Care Authority K1853 – Health Consulting Services, five categories Office of Financial Management K1932 – IT Project Management, two categories Liquor and Cannabis Board K1189 – Business Analysis Services

More than 70 percent of our work over the last three years has come from one of these pre-established vendor pools. This experience has given us the ability and know-how to quickly respond to and staff a wide variety of Work Requests that originate from these effective procurement avenues.

Approach to Staffing: Our success is partially based on our ability to remain highly flexible in our approach to assessing and placing staff on engagements. Our years of experience working with public sector clients provides us with unique insight and understanding that is instrumental in determining the best resources that align to the client’s needs. Projects rarely are “cookie-cutter” in nature; thus, we prepare our consultants to wear many hats and remain adept at engaging in all aspects of the project work.

The difference in our company is how we engage with our clients, embracing and valuing their culture, while simultaneously bringing our external experiences and perspectives to a project. The relationships that we develop with our clients last a career, and to this day, we still remain in contact with clients we worked with over 20 years ago. We feel that being an integral component of the professional services provided to the state, we hire and employ consultants who understand that we serve as extended stewards of state (and taxpayer) funds.

Good leaders and firms with a long-term view of success see the value in the diversity of backgrounds and experiences of all staff. Over 50% of our workforce are female. Inclusion is at the heart of what we do: ensuring all voices are heard and different perspectives make a difference in the overall outcome of what we do.

Our passion is blueprinted within our staff: to solve problems for our clients—whether it is a staffing reorganization, a business process, or a major program overhaul. We ensure to align our staff to the work and support them through active account management, mentorship with a manager, and extensive internal training programs.

Ability to Provide Related Services: As a premier consulting firm, we provide our clients with skilled resources that plan, manage and implement public sector projects. We have successfully assisted 35 government agencies in delivering 90 projects. Our track record reflects the skills of our consultants, who are experts in working with government and are fully qualified to provide business management consulting services on small, one-month efforts as well as large, multi-year complex projects. In addition to certifications in applicable areas or disciplines, our consultants bring an unsurpassed level of knowledge and experience concerning government programs. This includes integration of supportive and enabling technologies to best assist agencies in creating successful engagements and obtaining desired outcomes.

Our consultants are leading professionals who rely on a solid cross-industry set of experiences, technologies, and applied methodologies. Our consultants experience ranges from a minimum of three years to more than 30 years serving government.

We have created a client partnership model that is based on transparency, credibility, objectivity and sharing key knowledge with our clients. We also rely on examining and leveraging our years of direct experience as a firm and sharing and applying this knowledge with our clients. We believe one of the best practices is helping our clients leverage existing material, approaches, lessons learned and institutional capital that is readily available, and facilitating information sharing among agencies when and wherever possible.

Approach to Providing Services: We have provided business management consulting services, including organizational change management and business analysis, to a variety of government entities for over 18 years. In providing these services on over 100 contracts, we have developed and continue to refine a highly reliable set of processes and protocols that form the basis of a successful project methodology and engagement approach. One of the key differentiators in our approach is to include project management and business experts who are not only technically proficient and experienced, but also have the cross-disciplinary and leadership skills necessary to facilitate all aspects of a project. Each resource has the ability to actively engage with project and client staff, stakeholders, vendors and end-users.

Overall accountability for service delivery resides with the assigned Account Manager(s). This leadership team individual stays attuned to the main project indicators and activities, such as overall budget and project spend, quality reviews, delivery of work products against scheduled timelines, resource management, tracking of major project issues and risks, and general communication among our leadership team and with their client counterparts. The Account Manager works with their client counterpart(s) in tracking contract, budget, issues and delivery aspects for each engagement and approaches these responsibilities proactively, not reactively. They will schedule routine check-in meetings with their clients as well as with our engaged consultant(s) or consulting team to seek feedback and to verify information as needed.

We owe our success to the professional staff we have and the rigor of the processes we follow to produce superior service delivery and quality products for our clients. We use an effective and repeatable process for delivering, processing and gaining acceptance of document-based deliverables.

We were one of the first consulting firms to adopt and adapt the concept of creating a Deliverable Expectations Document (DED). A DED is a document that outlines the goals of the deliverable, the approach to complete the deliverable, an overview of the deliverable content, what is expected for acceptance, and any assumptions regarding the creation or the content of the final deliverable. This is constructed before significant energy and resources are spent on the actual deliverable with the benefits of creating a well aligned vision of expectations between our company and our client.

Approach to Organizational Change Management: We consider organizational change management (OCM) to be an integral part of every project. Implementing a new system, creating a new program, or changing a business process must address the potential or real cultural shift for those directly or indirectly affected by the changes.

Our OCM practice is founded on the Prosci ADKAR® (Awareness, Desire, Knowledge, Abilities, Reinforcement) change management methodology as well as leveraging industry best practices to increase user adoption. Change management activities include readiness assessments, building and supporting a champion structure within the agency, periodic surveys, staff training, coaching, project communications and supporting command center implementation before and after go-live.

Our firm is committed to meeting the change management needs and services commonly sought in state agencies, because we believe it is an integral part of the success formula we have seen. We have nine years of providing OCM services on nine separate engagements, and four of our consultants have earned their Prosci® Change Management certification.

In addition, all of our Project Managers practice change management as part of our project management methodology, which incorporates change management from project start. Our Project Managers provide continuous knowledge transfer and training throughout the life of the project.

Approach to Project Management: As a professional management consulting and project management firm, we have a proven project management methodology and approach that we will bring to our projects. The framework for our approach leverages the Project Management Institutes’ (PMI) Project Management Book of Knowledge (PMBOK®) principles, which we complement with our experience and the unique needs of our state government clients.

As project management practices and philosophies continue to evolve, we actively review, assess, and integrate other important and applicable project management components into our approach. The result is a successful model that is a blend of the PMI PMBOK foundation, industry-unique project management elements, and our own experience-based methodology. Our approach allows us to address diverse client needs and provides us the ability to remain highly flexible to meet the specific project objectives.

With over 18 years of business and project management analysis experience on 90 engagements, our commitment to effective project management for state agencies cannot be understated. It is the heart of what we provide to our clients, as we know it is meaningful work that leads to successful outcomes.

As information only, we have been the longest business sponsor for the Olympia PMI Chapter, going back more than 10 years and providing the highest level of sponsorship (Platinum level) – so we engage and invest in PMI’s goals for the project management discipline and in our own professional development.

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

Project 1 / Reference 1 – Change Management

Goals/Size: We were selected to provide change management for an agency with about 400 employees. The agency was embarking on an effort that dramatically expanded its offerings to the state with brand new policies, broad public exposure and high legal implications. The total budget for this project was $1.5 million. The stakes were high for staff to implement the new system effectively, and quality assurance was paramount.

We were engaged on the project get activities back on track just prior to the planned implementation.

We did this by setting up a Project Management Office and provided Change Management to assist with the implementation of the new system.

Timing: The Change Management piece of this project began November 2018 and completed October 2019, when we moved on to another change management engagement with the same client.

Scope/Actions to Achieve Goals: We focused on building awareness about the changes coming in each release, identifying user groups impacted by these changes and designing training activities to prepare them for the change. Additional activities included project communications and coaching.

The following is a list of services we provided for this engagement that aligns with the Department of Enterprise Service’s Solicitation No. 01620:

Prepared and supported individuals, teams and organizations in accomplishing the change through employee surveys, training coordination and job aid development.

Provided coaching to lead the organization through the change and use change management practices, including the Prosci ADKAR® (Awareness, Desire, Knowledge, Abilities, Reinforcement) model.

Grew a culture of equity, inclusion and respect to ensure all people were heard, solutions where the focus and everyone was supported and appreciated.

Identified process improvement through eliciting and documenting workflow processes and creating a repeatable survey response process.

Assessed organization and individuals’ readiness for go-live.

Planned, managed and allocated resources for the command center.

Planned, managed and monitored communications in the command center and with executives.

Evaluated the success of the implementation by leading and documenting lessons learned and followed up on action plans to be used in the next project.

Created and executed a training plan to assist people with the change transition.

Results: The new systems are in full compliance and operational without any loss or disruption of service to customers. As a result of our OCM efforts, the systems are fully stabilized, and staff are thoroughly trained and have fully adopted these changes. The system was delivered on time and met all state compliance requirements. As a result, the agency, has and continues to meet, all business objectives for serving the state.

Project 2 / Reference 2 – Change Management

Goals/Size: We provided expert-level lead project management, organizational change management (OCM) and business analysis services for an agency of more than 1,000 employees. The project goal was to enable a customer-centric, flexible platform to support the changing business requirements and to rapidly respond to frequent legislative mandates. The system replaced a home-grown, difficult to maintain legacy system with a COTS solution, and is used by a majority of Washington State residents.

The total budget for this project was $60.8M.

Timing: The Change Management piece of this project began in August 2016 and concluded June 2017.

Scope/Actions to Achieve Goals: The following is a list of services we provided that aligns with the Department of Enterprise Service’s Solicitation No. 01620:

Prepared for the change by aligning OCM activities into the overall project Work Plan.

Conducted a baseline assessment of staff readiness and developing customized divisional roadmaps in response to the survey data.

Facilitated “as-is” and “to-be” business process/workflow sessions using Lean principles with each division to help define training and business process change needs/improvements.

Developed communications (Strategic Plan, staff Townhall presentations, posters and website FAQs and articles) regarding the reasons for change.

Developed Status Reports and events to ensure the agency was aware of the status and volume of change.

Provided a high-level review of the existing work processes (with internal and external stakeholders).

Organized and facilitated organizational change readiness teams to ensure both internal and external stakeholders were ready for implementation.

Identified training needs and business process changes.

Conducted surveys regarding Tier 1 (computer-based training), Tier 2 (classroom training), Tier 3

(hands on training) and Sandbox training (self-managed practice in a test environment) and developed customized divisional roadmaps in response to the survey data.

Supported the agency in determining the knowledge, skills and abilities needed to support the future solution and provided a tool for staff and supervisors to measure competency.

Identified project readiness metrics.

Staffing participation for the go live Command Center.

Surveyed (post-launch) stakeholders regarding their concerns and incorporated suggestions in project stabilization activities.

Contributed to Lessons Learned to support future agency endeavors.

Created a Change Agent Network made up of participants from each agency division.

Coordinated and delivered application demonstrations at critical points in development of features and functionality.

Planned and hosted events to build and keep morale high among the project team.

Results: The project launched successfully, on schedule and under budget. Our expert level OCM services for both internal and external organizations successfully supported this major system change throughout the project. This launch was so successful that the implementation Command Center staff and Project Stabilization Team concluded their tasks earlier than anticipated.

Project 1 / Reference 1 – Management and Business Analysis

Goals/Size: The agency, in size of more than 1,000 employees, was replacing its core legacy systems with a commercial off the shelf (COTS) solution. The systems replaced were more than 20 years old and were used by multiple state agencies, adding to the complexity of the project. We provided business analysis, project planning, procurement support and implementation support.

The implementation was achieved over six years, in multiple phases, by providing project management and business analysis for the technical aspects of the project. The total budget for this project exceeded $80M.

Timing: This project began on September 10, 2013 and concluded on August 31, 2019; the ongoing support of the system concluded December 31, 2020.

Scope/Actions to Achieve Goals: To help the agency replace all of its systems, we helped identify, articulate and facilitate the change the agency sought to improve business and operations efficiency and effectiveness. We helped the organization meet those goals by defining potential solutions and assisting with implementing those solutions.

The following is a list of services we provided that aligns with the Department of Enterprise Service’s Solicitation No. 01620:

Facilitated sessions for eliciting requirements, which led to business, functional, technical and security requirements documentation.

Developed the “as-is” (current state) business process models and workflows; defined the “to-be” (future state) business processes under the vendor’s solution.

Developed Request for Proposal (RFP), using previously developed requirements, to seek a vendor/solution to meet the business needs.

Developed the Statement of Work, assisted with contract development and contract negotiations to support management of organization.

Developed Project Management Plans, Change Management Plan, Procurement Plan and Proposal Evaluation Plan.

Maintained an integrated project schedule.

Managed the design and implementation of new compute and network infrastructure.

Assessed the current solution architecture and designed the new to-be state.

Assessed system production readiness and planned go-live and initial stabilization events.

Mapped, defined and documented processes for release management and environmental integration.

Developed the Secure Access Washington (SAW)/SAW Enabled Agency Portal (SEAP) plan for security and coordinated implementation with the Department of Enterprise Services.

Created a System Development Life Cycle for configuration and change management related to the

COTS systems and associated environments.

Supported user acceptance and end-to-end testing.

Led and supported knowledge transfer activities.

Developed cutover readiness assessment and cutover plans.

Results: All in-scope functionality was deployed (in multiple rollouts) through November 2018. Our work on the project resulted in a successful procurement and implementation for our client. System stabilization was reached in four months. Subsequent major system releases were supported through December 2020.

Project 2 / Reference 2 – Management and Business Analysis

Goals/Size: Starting in 2012, a team of our Project Managers assisted one of the largest agencies in Washington State with the transformation of eligibility determination for their largest customers. This effort supported a federal policy change, with strict requirements and security guidelines. The requirements included the establishment of a separate agency for benefits through a newly created agency. The project provided the system of record for determination of eligibility for the new system managed by the new agency. The budget for the work was approximately $9.8M.

This major project influenced nearly every one of the agency’s processes including operations within the field offices, interfaces among dozens of agencies and community partners, technology frameworks and platforms and rules engines. Even the level and form for conducting requirements development and testing was affected as the agency moved from a long-standing Waterfall methodology to an Agile approach.

During discovery of the second phase of this work, it was determined that a further technical foundational analysis was required. This resulted in the establishment of a revised project that included five tracks. We provided program and project management over each track.