"It Consulting Customer Service Contract"
Current Contract Information 32206 STATE OF WASHINGTON, DEPARTMENT OF GENERAL ADMINISTRATION Current Contract Information Revision Date: February 17, 2011 Contract number: 32206 Commodity codes: Category Contract CPA Services 9850 Customer Survey Services 9836, 9739 Educational Consulting Services 9815 Environmental Consulting Services 9838 Financial Consulting Services 9850 Management Consulting Services 9811 Performance Audit Services 9850, 9806, 9811 Contract title: Professional Consulting Services Purpose: Amend to reflect Contract Term Extension and resignation of vendor from contract. July 1, 2010 to July 31, 2011 Term: Current Term: For use by: Any state agency or member of the Washington State Purchasing Cooperative. Contract type: This contract is designated as convenience use. Scope of contract: This contract is awarded to multiple contractor(s). Contractor: Please contact email@example.com or firstname.lastname@example.org for the list of available contractors and any additional information. This page contains key contract features. Find detailed information on succeeding pages. For more information on this contract, or if you have any questions, please contact your local agency Purchasing Office, or you may contact our office at the numbers listed below. Jeri Brown or Steve Jenkins Contract Information: Email: email@example.com or firstname.lastname@example.org Phone: (360) 902-7400 Fax Number: (360) 586-2426 Work Request Information: Jeri Brown or Steve Jenkins Email: email@example.com or firstname.lastname@example.org Phone: (360) 902-7400 Fax Number: (360) 586-2426 Work Request Submittals: Email: email@example.com or firstname.lastname@example.org or email@example.com Phone: (360) 902-7400 Fax Number: (360) 586-2426 Visit our Internet site : http://www.ga.wa.gov Page 1 Current Contract Information 32206 NOTES: Only authorized purchasers included in the State of Washington Purchasing Cooperative (WSPC) listing published and updated periodically by OSP may purchase from this contract. It is the Contractor’s responsibility to verify membership of these organizations prior to processing orders received under this contract. A list of WSPC members is available on the Internet https://fortress.wa.gov/ga/apps/coop/Default.aspx. Contractors shall not process state contract orders from unauthorized users. The following activities include but are not limited to the categories listed below: Current Available Pre-Qualified Vendor Categories Category Reference Number Professional Services Categories Page 1 Contract CPA Services 3 2 Customer Survey Services 4 3 Educational Consulting Services 5 4 Environmental Consulting Services 6 5 Financial Consulting Services 9 6 Management Consulting Services 12 7 Performance Audit Services 15 Page 2 Current Contract Information 32206 Category 1 Contract CPA Services Contract CPA Services Return to top Service Description: Assist on local government audits Assignments may include High risk Legal compliance Internal control Financial statements Federal grants Qualifications include: Statements that the proposed staff members are free from personal and external impairments to independence per AICPA and GAGAS. A statement that the firm is registered with the State Board of Accountancy pursuant to WAC 4-25-750 and the firm participates, as applicable, in the AICPA practice-monitoring or an equivalent peer review program and has had a peer review during the last three years. statement that the firm can provide proof of insurance as required Vendors must possess appropriate professional certifications or educational achievements that qualifies proposer to deliver services in these disciplines. A list of examples includes but is not limited to: CIA, CISA, CMA, PHD, MA, MS, & MBA. Proposer must submit a copy of appropriate certifications at time of proposal submission. Category 1 Contract CPA Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate Clifton Gunderson LLP www.cliftoncpa.com $ 150.00 TKW Financial www.tkw.com $ 175.00 Page 3 Current Contract Information 32206 Category 2 Effective October 19, 2007 Customer Survey Services Return to top (Service Description CG) The term Survey refers to a sampling, or partial collection of facts, figures, or opinions taken and used to approximate or indicate what a complete collection and analysis might reveal. The phrase, Customer Survey Services includes the application of professional services by qualified consultants in one or more of the following areas: development of the survey instrument, data collection (including web based, telephone, mailings, in-person, etc.), data review and analysis, facilitation of focus groups, and presentation of results. Examples of Services provided to Customers Specific work requirements will be developed by Purchasers in the Work Requests they submit during a second tier work request process. Purchasers may address a variety of Customer Survey Services projects. The following are examples of the types of services that might be requested by Purchasers under awarded contracts. These examples are by no means all inclusive of the types of projects that may develop. Customer Survey Services Initial project review meeting with Purchaser to define survey needs and requirements Development of the survey instrument(s) Data collection Data review and analysis Facilitation of focus groups Presentation of results to Purchaser Delivery of final products/results of project Category 2 Customer Survey Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate Clearwater Research, Inc. www.clearwater-research.com $ 70.00 Communication Resources Northwest, L.L.C. MBE http://communication-resources.com/ $ 111.00 Gilmore Research Group www.gilmore-research.com/ $ 98.00 Hebert Research, Inc. www.hebertresearch.com/ $ 38.50 Issues & Answers Network, Inc. www.issans.com $ 37.04 Pacific Research and Evaluation, LLC www.pacific-research.org $ 79.00 PRR, Inc. MBE www.prrbiz.com $ 160.00 Responsive Management www.responsivemanagement.com $ 50.15 Strategic Research Associates http://www.strategicresearch.net/ $48.00 Page 4 Current Contract Information 32206 Category 3 Educational Consulting Services Return to top (Service Description CE) Examples of Educational Consulting Services Provided to CUSTOMERS Examples of Levels Consulting Services Provided to Customers Customers will develop specific work requirement when their Work Requests during the second tier work request process. CUSTOMERS may develop a variety of Educational Consultant Service projects. The following are some examples of the types of consulting services that might be requested by CUSTOMERS under contracts resulting from this RFP. These examples are by no means all inclusive of the types of projects that may result from this RFP. Educational Consultant Services Education Program Assessment Provide Organizational Development: Develop various assessment/testing materials: Conduct research studies on various education topics directed by Customer: Develop instructional materials for teacher, administrator, and student use: Develop program rules and procedures for education projects: Provide professional enhancement/development trainings: Develop and/or evaluate programs for English language learners (ELLs) Increase capacity and collaboration with community organizations School Safety planning and policy development Coordinate and develop action plans with ethnic groups and historically marginalized groups Other Services not defined herein Category 3 Educational Consulting Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate Consortium On Reading Excellence, Inc. (CORE) www.corelearn.com $ 280.00 Northwest Regional Educational Laboratory (NWREL) www.nwrel.org $ 95.00 WestEd www.wested.org $ 505.00 Cascadia Consulting Group, Inc. www.cascadiaconsulting.com $ 175.00 MGT of America, Inc. http://www.MGTofAmerica.com $ 180.00 Mary H. Bourguignon dba Steeple- jack Consulting W http://www.steeple-jack.com $ 125.00 Page 5 Current Contract Information 32206 Category 4 Environmental Consulting Services Return to top (Service Description CF) Service Descriptions: Site Assessment CUSTOMERS will develop specific work requirements in the Work Requests they submit to OSP. CUSTOMERS may address a variety of environmental issues or concerns that require Environmental Consulting Services. The following Phase I, Phase II and Phase III Environmental Site Assessments describe assessment phases that may be requested by CUSTOMERS under contracts resulting from this RFP. These descriptions are by no means all inclusive of the types of assessments and/or projects that may result from this RFP. Environmental Site Assessments (ESA) Phase I ESA: A Phase I ESA is an initial inquiry and general review of a defined location to identify potential sites and/or sources of environmental impact and may include: Site visit and visual observation. Review of past use and history of site. Review soil survey histories and geological map. Review of adjacent properties. Interviews with previous owners, tenants, neighbors, and government officials. Review of additional federal, state and local government databases or other records (including permit history and enforcement actions). Final report including identification of potential impacted areas, summary conclusions and recommendations. Phase II ESA: In the event that potential sources of environmental contamination or impacts are identified in the Phase I ESA or other assessments performed, a Phase II ESA outlined in a statement of work serves to confirm or deny the findings. A Phase II ESA may include: Monitoring of site. Sampling of materials. Laboratory testing and analysis of materials. Final report including conclusions and recommendations. Assistance with applicable permit applications. Assistance with regulatory compliance. Liaison service between customer & local, state and/or federal government agencies. Training. Phase III ESA: A Phase III ESA is a post-cleanup assessment to ensure that the environmental impacts identified in previous ESA’s have been properly addressed. A Phase III ESA may include: Review of Contractors cleanup methodology and practice. Sampling of materials. Laboratory testing and analysis of materials. Final report including conclusions and recommendations. Services Descriptions: Consulting Services Environmental consulting can cover a wide array of different events and activities, making it difficult to develop a comprehensive listing of all of the possibilities. For this reason, this RFP and subsequent contracts will utilize the following four broad service descriptions that should cover the types of services needed by CUSTOMERS: Planning and Permitting - Planning and Permitting includes state/regional/local policy and plan development, environmental assessments (such as EIS's) and permitting for proposed projects, and special studies in support of either planning or project permitting. Included in the latter would be, for example, delineations and mitigation for critical areas, including long-term monitoring and adaptive management. Development and implementation of agency-wide environmental management systems are included in this category. Waste Management and Remediation - Waste Management and Remediation picks up the Phase I and II environmental site assessments, RIFS work, site remediation, hazardous material management, solid waste management, recycling, asbestos and lead paint abatement, and many other disciplines related to these topics (such as drilling and subsurface sampling, analytical testing, health and safety, public involvement, etc.). Page 6 Current Contract Information 32206 Regulatory Compliance - Regulatory Compliance services do just what the name implies. CUSTOMERS would use these services to ensure that both their own facilities and any facilities or operations they permit are in compliance with relevant environmental and land use laws and regulations (including management of hazardous and toxic materials, air and water discharges, resource protection, reporting and record-keeping, corrective actions, etc.). Natural Resource Management - Natural Resource Management includes all natural resource activities that are not directly related to plan development, project permitting or regulatory compliance. This includes watershed management, salmon restoration in general and Endangered Species Act responsibilities (non-project) in particular, cultural/historical resource inventories, water quality services such as those related to TMDL rules, aquifer and water supply studies, geological hazards studies, etc. Note that GIS and mapping services are often a part of this work, but such services could also be included in any of the other categories. Other Services not defined herein Category 4 Environmental Consulting Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate AMEC Earth & Environmental, Inc. www.amec.com $ 140.00 Anchor Environmental, L.L.C. http://www.anchorenv.com/ $ 140.00 Aspect Consulting, LLC http://www.aspectconsulting.com $ 150.00 Black & Veatch Special Projects Corp. www.bv.com $ 170.00 Camp Dresser & McKee (CDM) www.cdm.com $ 180.00 Cascade Economics LLC None $ 120.00 Cascadia Consulting Group, Inc. www.cascadiaconsulting.com $ 175.00 Castle-Rose, Inc. www.castle-rose.net $ 75.00 Converse Consultants www.Converseconsultants.com $ 130.00 Corporate Recycling Services www.corprecycling.com $ 96.00 Dan Silver firstname.lastname@example.org $ 150.00 EA Engineering, Science, and Technology, Inc. www.eaest.com $ 135.00 EcoChem, Inc. W www.ecochem.net $ 120.00 Ecology and Environment, Inc. www.ene.com $ 148.00 EDAW, Inc. http://www.aecom.com/ $ 122.00 ENSR Corporation http://www.aecom.com/ $ 102.41 Environmental Resolutions Inc. www.eri-us.com $ 115.00 Eppard Vision - Applied Preservation Technologies (APT) Program http://www.eppardvision.org $ 78.00 ESA Adolfson www.adolfson.com $ 130.00 GeoEngineers, Inc. www.geoengineers.com $ 170.00 Geomatrix Consultants, Inc. www.geomatrix.com $ 140.00 Golder Associates Inc. www.golder.com $ 160.00 Hart Crowser, Inc. www.hartcrowser.com $ 165.00 Herrera Environmental Consultants www.herrerainc.com $ 130.00 HydroLogic Services Company www.hydrologicservices.com $ 120.00 Integral Consulting Inc. http://www.integral-corp.com $ 130.00 Jones & Stokes Associates, Inc www.jonesandstokes.com $ 134.20 Kane Environmental www.kane-environmental.com $ 140.00 Kleinfelder, Inc. www.kleinfelder.com $ 105.00 Landau Associates, Inc. www.landauinc.com $ 145.00 Meridian Environmental, Inc. www.meridianenv.com $ 97.00 Paladin Data Systems www.paladindata.com $ 160.00 Parametrix www.parametrix.com $ 145.00 Page 7 Current Contract Information 32206 Patriot Technical Consultants, Inc. www.patriot-technical.com $ 146.36 PBS Engineering and Environmental http://www.pbsenv.com $ 120.00 PBS&J (Corporate headquarters) www.pbsj.com $ 115.00 R2 Resource Consultants, Inc. www.R2usa.com $ 120.00 RIDOLFI Inc. W www.ridolfi.com $ 120.00 Robinson, Noble & Saltbush, Inc. www.robinson-noble.com $ 110.00 Shannon & Wilson, Inc. www.shannonwilson.com $ 150.00 Shaw Environmental, Inc. www.shawgrp.com $ 125.00 Skillings Connolly, Inc. www.skillings.com $ 160.00 Sound GIS W www.soundgis.com $ 125.00 Stearns Conrad & Schmidt Consulting Engineers dba SCS Engineers www.scsengineers.com $ 145.00 Stillwater Sciences www.stillwatersci.com $ 110.00 TEC Inc. (TEC) www.tecinc.com $ 130.00 TechLaw, Inc. www.techlawinc.com $ 85.00 TerraGraphics Environmental Engineering, Inc. www.terragraphics.com $ 95.95 Tetra Tech, Inc. www.tetratech.com $ 124.00 The Watershed Company http://www.watershedco.com $ 110.00 Water & Natural Resource Group www.wnrgroup.com $ 130.00 White Shield, Inc. www.whiteshield.com $ 116.00 Page 8 Current Contract Information 32206 Category 5 Financial Consulting Services Return to top (Service Descriptions CC) Opinion Audits of External Entities Internal Audit Services (to included but not be limited to: Fiscal Reviews, Performance/Operations Reviews, and/or, Control Self-Assessment Training) New Process/Change Management Consulting Risk Assessment Instruction: Used when an agency needs to develop self-knowledge on how to set up and when to conduct and document an ongoing risk assessment process. Financial performance audits exclusive of “Performance Audit Services” category Other Services not defined herein Sub-Category 1 Audit Services, category disciplines: Opinion Audits of External Entities Service Description: Conduct an entity-wide fiscal, internal control, and compliance audit of a state contractor or service provider. As supplemental audit services, conduct an entity-wide audit of the purchaser to provide an attestment of the purchaser’s financial statements and results of operations, system of internal controls, and compliance to federal or state or contracted regulations, rules, or the purchaser’s internal policies. Conduct such audit work in accordance with Generally Accepted Government Audit Standards (GAGAS) and in compliance with the US Office of Management and Budget Circular A-133, GAAP, or other applicable authority. Report and give a professional opinion on such audit work completed with copies available to satisfy grant requirements, financial institution, oversight bodies, or other regulatory interests in or for the purchaser. Review Compliance with state/local/board policies, procedures, plans, laws, regulations, and contracts that govern operations. Review financial practices to ensure compliance with GAAP requirements. Review financial practices to ensure the absence of misfeasance, malfeasance, and non-feasance. Qualifications include: Public Accounting Firm License issued by the Washington State Board of Accountancy. Experience in generally accepted auditing standards or generally accepted governmental auditing standards. Understanding of GAAP requirements. Auditing skills relating to financial practices. Good communication skills. Ability to identify internal control weaknesses and make recommendations for strengthening the controls. Ability to research and apply relevant laws, regulations, policies and procedures. Internal Audit Services Service Description: Review operations or programs of the purchaser to ascertain whether results are consistent with established goals and objectives and whether the operations or programs are managed according to plan. Based on this review, recommend improvements to operations or programs as necessary to aid in the accomplishment of agency identified goals and objectives. Review and report the adequacy or compliance of the management control system the purchaser established to ensure compliance with those policies, plans, procedures, laws, regulations, and contracts that could have a significant impact on operations and reports. Review the reliability and integrity of financial and operating information and the means used to identify, measure, classify, and report such information. Review the means of safeguarding assets and, as appropriate, verify the existence of such assets. Page 9 Current Contract Information 32206 Work with departments to determine if services provided are appropriate and /or efficient and appraise the economy and efficiency with which resources are employed. Isolate problem areas and recommend a means for corrective action before the problem affects operational efficiency. Consultation and education sessions to familiarize purchaser’s staff with control activity responsibilities. Complete fiscal or program or compliance reviews on purchaser’s subrecipients of federal or state assistance according to contract or program guidelines and regulations. Lead user agency in a self-risk or control assessment and provide user agency with the tools to continue such ongoing practices. Perform risk assessments to identify areas needing improvement. Evaluation of cash management practices. Performance audits relating to outputs and outcomes. Facilitate Self-Assessment Workshops. Qualifications include: Capability to complete audits and reviews in accordance with Generally Accepted Government Audit Standards or adopt Institute of Internal Auditor Standards to the extent possible as an outside provider or other applicable acceptable Standards. Have or should be able to obtain sufficient knowledge of applicable accounting standards and purchaser’s operations to complete objectives of work statement. Demonstrated skill in disclosing problems constructively and identifying potential solutions. Experience in planning and evaluating services and systems. Demonstrate strong communication skills. Ability to manage and diffuse conflict, and to practice active listening to understand all viewpoints. Ability to express opinions, findings, recommendations professionally and in ways that can be understood by various professional and staff representatives. Ability to prepare clear, accurate and polished written products. Understanding of fiscal controls and security. Ability to facilitate diverse groups to accomplish set objectives. Ability to analyze and review business documentation to determine if objectives will be met. New Process/Change Management Consulting Service Description: Conduct or complete a needs assessment as determined by the purchaser. Review new business proposals or changes to current business processes and provide development and implementation recommendations for new or redesigned systems. Quality process improvement projects. Perform risk assessments of new processes or requirements. Qualifications include: System analysis skills. Working knowledge of quality process improvement approaches. Project management skills. Good communication skills. Ability to identify barriers to successful business changes. Ability to work with diverse groups of people. Risk Assessment Instruction: Service Description: Instructing agency on how to do a self-assessment using accepted internal audit and risk assessment practices and procedures. Instructing an agency on the steps required to complete a self-assessment, including what to review, how to collect the information, and measure and assess the level of risk. Also include instruction on developing appropriate risk mitigation or monitoring tools. Page 10 Current Contract Information 32206 This category focuses on instructing an agency in doing their own assessments; vendor does not actually perform the assessment their self. Qualifications include: Sufficient knowledge of risk assessments in order to guide and facilitate the agency through the assessment. Category 5 Financial Consulting Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate Branch, Richards & Co., P.S. W www.branchrichards.com $108.00 Center for the Support of Families, Inc. W www.csfsite.org $120.18 Clark Nuber P.S. www.clarknuber.com $325.00 Clifton Gunderson LLP www.cliftoncpa.com $160.00 Dye Management Group, Inc. www.dyemanagement.com $175.00 Eclipse Solutions, Inc. www.eclipsesolutions.com $175.00 Kraght Snell, PS W www.kraghtsnell.com $100.00 Sierra Systems Inc. www.SierraSystems.com $230.00 STIRN AND ASSOCIATES, LLC W www.stirnllc.com $160.00 Talbot, Korvola & Warwick, LLP www.tkw.com $195.00 TechLaw, Inc. www.techlawinc.com $85.00 Page 11 Current Contract Information 32206 Category 6 Management Consulting Services Return to top (Service Description CA) Services to assist management with operation or management of the agency or unit or division of the agency (when related primarily to the business processes of the agency, not to human resource issues). Services that impact agency policy, regulatory and business issues or that have broad agency or statewide policy implications. Services that result in operational or managerial recommendations (related primarily to business and policy issues), management reports and studies, including those requested by the Legislature; and feasibility studies with significant policy impact. Services for needs assessment and business process re-engineering related to the agency’s business and policy responsibilities. Services for program development, implementation and coordination; program evaluation and/or external quality review; services for project management and quality assurance services (exclusive of information technology projects). Services related to consulting on risk management and loss prevention. ORGANIZATION DEVELOPMENT: The Department of Personnel (DOP) transferred their Organization Development contracts to General Administration. To find the Organization Development contracts that DOP used to manage, please see contract 32010. Contract 32010 has the following categories: Business Analysis Leadership Coaching Organizational Development & Change Conference Planners Management Conference Speakers Performance Management Customer & Stakeholder Management Personnel Investigations Effective Communication Personnel Issues Executive Recruitment Strategic Planning Facilitation Team Development In general, contract 32206’s consultants are used when the primary focus of the contract is for conduct of the agency’s business related to its statutory mandate and mission. Contract 32010’s consultants are typically used when the primary focus is on organizational and human resource activities, assessment of agency culture, process improvements, and strategic planning. Use THIS contract (32206): When a customer needs to hire a contractor to: Conduct a feasibility study on a public policy issue or analyze long-term funding strategy for a state program, etc. May include benchmarking analysis, cost/benefit analysis and related services. Evaluate the effectiveness of an agency program from a public policy standpoint and make recommendations (often mandated by the fund source). Develop, implement, and coordinate a new business program or business process as mandated by the Legislature. Use contract 32010: When a customer needs to hire a contractor to: Facilitate work groups including both internal staff and external stakeholders Provide organizational development or assessment services in an agency. Provide investigation services for personnel related incidents Assess an agency’s culture and recommend methods to improve or enhance it. Page 12 Current Contract Information 32206 Category 6 Management Consulting Services Vendors NTE Hourly VENDOR NAME OMWBE HOMEPAGE URL Rate Barney & Worth, Inc. www.barneyandworth.com $ 155.00 Ben Adkins & Associates www.trainingspeaking.com $ 135.00 Berk & Associates W http://www.berkandassociates.com $ 125.00 Brewer Information Technology Services email@example.com $ 124.00 C.M. Colvin and Associates, LLC W firstname.lastname@example.org $ 175.00 CACI, INC. - FEDERAL www.caci.com $ 167.79 Cascade Economics LLC www.CascadeEconomics.com $ 120.00 Cascadia Consulting Group, Inc. www.cascadiaconsulting.com $ 175.00 CASE Associates Inc. http://www.caseassociates.com $ 125.00 CBCP, Incorporated www.cbcpinc.com $ 200.00 Center for the Support of Families, Inc. W http://www.csfsite.org/ $ 120.18 http://christieolough.web.officelive.com/defa Christie O'Loughlin & Associates W ult.aspx $ 180.00 CIBER, INC. http://www.ciber.com $ 125.00 Communication Resources Northwest, L.L.C. W http://communication-resources.com $ 135.00 Coraxis Corporation M None $ 140.00 Covestic, Inc. http://www.covestic.com $ 165.00 Dan Silver email@example.com $ 150.00 Deloitte Consulting LLP http://www.deloitte.com $ 235.00 Demarche Consulting Group, Inc. W http://www.demarcheconsulting.com $ 165.00 Dye Management Group, Inc. http://www.dyemanagement.com/ $ 175.00 Eclipse Solutions, Inc. www.eclipsesolutions.com $ 175.00 enVISage Associates LLC www.envisageassoc.com $ 150.00 Envision Consulting W www.envisionconsult.com $ 135.00 Faithful + Gould http://www.fgould.com/ $ 185.00 Health Management Associates, Inc. www.healthmanagement.com $ 225.00 Informatix, Incorporated A52 M www.informatixinc.com $ 182.50 John Rhodes, Inc., DBA Rhodes Consulting Services, Inc. www.rhodes-consulting.com $ 165.00 LM & Associates, Inc. http://www.l-m.com/ $ 130.00 MANAGEMENT ENGINEERING ASSOCIATES, LLC http://www.manengineer.com $ 160.00 MAXIMUS, Inc http://www.maximus.com/ $ 225.00 MCM Project Management, LLC http://www.mcmprojectmanagement.com $ 116.00 MGT of America, Inc. http://www.MGTofAmerica.com $ 180.00 Miller & Miller, P.S. firstname.lastname@example.org $ 185.00 MTG Management Consultants, LLC http://www.mtgmc.com/ $ 165.00 Organizational Resource Group, Inc www.orggroup.com $ 180.00 Paladin Data Systems www.paladindata.com $ 160.00 Parametrix www.parametrix.com $ 200.00 Point B Solutions Group, LLP http://www.pointb.com/ $ 230.00 Public Knowledge LLC www.pubknow.com $175.00 Quality Plus Engineering www.QualityPlusEngineering.com $ 210.00 RBA International, Inc. www.rbaintl.com $125.00 Page 13 Current Contract Information 32206 Relevant Strategies www.RelevantStrategies.com $ 125.00 Resource Management Solutions, Inc. www.ResourceManagementSolutions.Com $ 155.00 Schumaker & Company, Inc. www.schuco.com $ 225.00 Sierra Systems Inc. www.SierraSystems.com $ 230.00 Skookum Educational Programs dba Skookum Contract Services www.skookum.org $ 175.00 SparrowHawk Consulting Company, Inc. www.sparrowhawkco.com $ 150.00 Sterling Associates, LLP W www.sterling-llp.com $ 300.00 STIRN AND ASSOCIATES, LLC W www.stirnllc.com $ 205.00 Strategica, Inc. www.strategica-usa.com $ 160.00 T. S. Marshall & Associates, Inc. http://www.tsmarshallassoc.com/ $ 175.00 Talbot, Korvola & Warwick, LLP www.tkw.com $ 175.00 TechLaw, Inc. www.techlawinc.com $ 85.00 The Connections Group, Inc www.connectionsgroup.org $ 150.00 Treinen Associates, Inc. www.treinenassociates.com $ 124.50 V.A. Lubans dba Systems Design Group None $ 125.00 Ventura LLC M www.venturallc.com $ 150.00 White Shield Technologies, LLC M/W www.whiteshieldtech.com $ 116.00 Win Win Resolution www.winwinresolution.com $ 140.00 Wolf Consulting W http://www.vasarkovy.com $ 120.00 Page 14 Current Contract Information 32206 Category 7 Performance Audit Services Return to top (Service Description CA) PERFORMANCE AUDIT Performance audit means an objective and systematic assessment of the state agency or agencies or any of their programs, functions, or activities by the CUSTOMER in order to help improve agency efficiency, effectiveness and accountability. Performance audits include economy efficiency audits and program audits. Performance Audits may be initiated by CUSTOMERS other than the State Auditor’s Office. Examples of Services Provided to CUSTOMERS Specific work requirements will be developed by CUSTOMERS in the Work Requests they submit during a second tier work request process. CUSTOMERS may develop a variety of performance audit projects. The following are examples of the types of services that might be requested by CUSTOMERS under contracts resulting from this RFP. These examples are by no means all inclusive of the types of projects that may result from this RFP. Performance audits provide information to improve program operations and facilitate decision making by parties with responsibility to oversee or initiate corrective action, and improve public accountability. Performance audits encompass a wide variety of objectives, including objectives related to assessing program effectiveness and results; economy and efficiency; internal control; compliance with legal or other requirements; and objectives related to providing prospective analyses, guidance, or summary information. Performance audits may entail a broad or narrow scope of work and apply a variety of methodologies; involve various levels of analysis, research, or evaluation; generally provide findings, conclusions, and recommendations, and result in the issuance of a report. (See GAO Auditing Standards, chapters 3 General Standards, 7 Field Work Standards for Performance Audits, and 8 Reporting Standards for Performance Audits for standards and guidance for auditors conducting a performance audit in accordance with Generally Accepted Government Auditing Standards.) Category 7 Performance Audit Services Vendors Clifton Gunderson LLP www.cliftoncpa.com $200.00 Deloitte & Touche LLP www.deloitte.com $195.00 Faithful + Gould http://www.fgould.com/ $185.00 Kraght Snell, PS W www.kraghtsnell.com $125.00 MGT of America, Inc. http://www.mgtamer.com $165.00 Miller & Miller, P.S. email@example.com $185.00 MTG Management Consultants, LLC www.mtgmc.com $180.00 Public Knowledge http://www.pubknow.com/ $175.00 Quality Plus Engineering http://www.qualityplusengineering.com/Quality_+_Engineering/Home.html $210.00 Schumaker & Company, Inc. www.schuco.com $225.00 Strategica, Inc. www.strategica-usa.com $160.00 Talbot, Korvola & Warwick, LLP www.tkw.com $195.00 TechLaw, Inc. www.techlawinc.com $85.00 Page 15 Current Contract Information 32206 Expected Date SECOND TIER SELECTION PROCESS STEPS/ACTIONS Process Time Completed CUSTOMERs provide OSP with a short synopsis and timeframe for their requirement As Required OSP provides CUSTOMERs with list of available, pre-qualified vendors and Work Request template (Optional) 1 business day CUSTOMERs prepare and submit Work Request with selected vendors to OSP at firstname.lastname@example.org or email@example.com As Required OSP reviews Work Request and statement of work. 1 business day OSP posts Work Request to Pre-Qualified Pool of vendors via WEBS.. 1 business day OSP provides CUSTOMERS with evaluation tools and assistance as needed. As Required Vendors submit Work Request Responses (response to statement of work, resume(s) and price proposal) to CUSTOMER within As specified in Work specified time. Request CUSTOMER conducts evaluation and checks references. Conducts interviews and makes selection. Then negotiates and executes Work Order with Contractor. CUSTOMER sends copy of properly executed work order to OSP. As Required Vendor bills CUSTOMER for services that have been provided. Monthly or upon completion OSP tracks Work Order purchases against each Contract and provides (quarterly) usage report to OFM. Quarterly CUSTOMER monitors the work performed and ensures proper compliance with the terms of the Work Order, and upon completion of work completes a vendor performance “report card.” [In the event it is necessary to amend a Work Order, CUSTOMER is responsible for coordinating appropriate amendment action with OSP prior to authorizing additional work.] As Required OSP tracks vendor performance and shares with CUSTOMERS. On-going Please direct any questions to Jeri Brown or Steve Jenkins at (360) 902-7400 or e-mail: firstname.lastname@example.org or email@example.com . Page 16 Current Contract Information 32206 WASHINGTON STATE DEPARTMENT OF GENERAL ADMINISTRATION OFFICE OF STATE PROCUREMENT, PROFESSIONAL SERVICES SOLUTIONS Contract #32206 - Personal Services: Work Request This Work Request is issued under your Convenience Contract #32206 with the Department of General Administration, Office of State Procurement. Work Request Number: Date Issued: Category of Service: 1. Contract CPA Services 2. Customer Survey Services 3. Educational Consulting 4. Environmental Consulting 5. Financial Consulting 6. Management Consulting Services 7. Performance Audit Number of business days to respond to this request: Responses are due by Close of Business on: Late submissions cannot be considered. Please have your response submitted via email to: Expected Work Period. Work period is projected from: Expected Work Commitment: Scope of Work: Deliverables: Other factors for this Work Request: Agency (Project Manager): Date: Phone: Email: Fax: Page 17 Current Contract Information 32206 Submit completed Work Request’s to firstname.lastname@example.org or email@example.com Instructions to Vendors Please ensure that you have included the following information in your response, as these are the items that will be used to evaluate your response: 1. In X or fewer pages (normally 3), describe your proposed solution, methodology and overall approach to the customer’s defined Scope of Work. Include all of the following in your response: 2. The number of hours required for you to complete the Scope of Work; Hourly rate proposed for consultant(s) to complete the work. A firm, fixed cost for completing the Scope of Work; 3. A detailed project plan and schedule to complete the Scope of Work. 4. In 2 or fewer pages, describe a similar project completed in the last 3 years by the consultant(s) submitted for this work request. Include the outcomes achieved for the customer. Identify this customer and provide contact information (name, telephone, email, etc) for this customer 5. Number of staff that will be available for this Work Request. 6. Affirm that proposed consultant will be available to begin work no later than DATE. Indicate any known staff scheduling issues during the proposed project period including but not limited to other project engagements and holidays. 7. Commit that the staff proposed for this work will actually perform the contracted services. The bidder, by submitting a proposal, agrees that he/she will not remove the selected staff person without the prior approval of Project Manager. If removal is permitted, the bidder agrees that it will submit the name of the proposed replacement, who must meet the qualifications/experience requirements, for Project Manager’s review and approval before the individual is assigned responsibility for services of any Work Order awarded as a result of this Work Request. 8. Résumé for each staff person submitted for this project, including subcontractors if applicable (include company names and phones numbers worked for past three years for each individual). 9. Availability of staff for possible interview with customer. 10. Vendor's contact information for this Work Request. Include project lead name, title, email, phone & fax numbers. A Work Order number will be assigned, and formal Work Order issued, after a vendor is selected to perform this Work Request. Page 18 Current Contract Information 32206 Please indicate Work Request #______ when responding to this Work Request. If you have any questions please either email ______________ at _________ or you may call (___)___-____. Complete and return the following reference information with your response: Name of 32206 Consulting Services Vendor for whom this reference applies: (Note: Vendor submission of this form constitutes permission for Customer to contact the reference indicated herein.) Contact Name of Reference: Contact's E-mail: Contact's Phone Number: Name of the Vendor’s Consultant(s) who are known to this contact: Time Frame of Services Provided: Budget for Services Performed by Vendor: Description of Services Performed: (This space reserved for Customer use) Page 19 Current Contract Information 32206 WORK ORDER Work Order # Contract # STATE OF WASHINGTON 32206 (AGENCY) This Work Order is issued under the provisions of a CUSTOMER contract. The services authorized are within the scope of services set forth in the Purpose of the contract. All rights and obligations of the parties shall be subject to and governed by the terms of the contract including any subsequent modifications, which are hereby incorporated by reference. Purpose (Attach additional sheets if necessary) Statement of Work Deliverable(s) and Due Date(s): Deliverables are subject to review and approval by AGENCY prior to payment. (Attach additional sheets if necessary) Start Date End Date Budget Description / Task Quantity Unit Unit Cost Total (Hrs.) 1. $ $ 2. $ $ Business Objective Supported: AGENCY shall pay an amount not to exceed $ Cost Codes Prog Index Org Code Fund Appn Index Object Sub-Object Dollars Both the Agency and the Contractor are responsible for ensuring work performed is within the scope of this Work Order. The Agency must monitor proper compliance with the terms of this Work Order and RCW 39.29. Any changes or amendments to this Work Order must be in writing and acknowledged by the GA Coordinator. IN WITNESS WHEREOF, the parties have executed this Work Order. Contractor AGENCY Approval (Signature) Contractor Authorized Representative (Date) (Signature) AGENCY W/O Manager (Date) W/O Manager (Print Name) W/O Manager (Print Name) Telephone No. Telephone No. Email: Email: GA Acknowledgement Signature: Date: GA Coordinator: Email: Phone: Page 20 GA Work Order Reference # Agency Contract # CONTRACT CLOSE-OUT PERFORMANCE EVALUATION FORM TECHNICAL PERFORMANCE FACTORS/RATINGS Outstanding Excellent Satisfactory Marginal Unsatisfactory (5) (4) (3) (2) (1) 1. Completion of major tasks/milestones/deliverables on schedule 2. Responsiveness to changes in technical direction 3. Ability to identify risk factors and alternatives for alleviating risk 4. Ability to identify and solve problems expeditiously. 5. Quality of work performed. MANAGEMENT PERFORMANCE FACTORS/RATINGS Outstanding Excellent Satisfactory Marginal Unsatisfactory (5) (4) (3) (2) (1) 6. Overall communication with the Agency 7. Effectiveness and reliability of Contractor’s key personnel. 8. Ability to recruit and maintain qualified personnel. 9. Ability to manage multiple and diverse projects/tasks from planning through execution. 10 Ability to effectively manage subcontractors. 11 Ability to meet goals for use of DBE subcontractors. 12 Ability to accurately estimate and control cost to complete tasks. 13 Overall performance in planning, scheduling and monitoring 14 Use of management tools (e.g. cost/schedule, task management tools) DELIVERABLE(S) FACTORS/RATINGS Outstanding Excellent Satisfactory Marginal Unsatisfactory (5) (4) (3) (2) (1) 15 Met scope of work/technical specification requirements. 16 On-schedule. 17 Employs approved standards, regulations, tools and methods. CUSTOMER SATISFACTION FACTORS/RATINGS Outstanding Excellent Satisfactory Marginal Unsatisfactory (5) (4) (3) (2) (1) 18 How would you rate the Contractor’s overall technical performance on this contract, including task orders? 19 How would you rate the Contractor’s overall management performance on this contract, including task orders? 20 How would you rate the Contractor’s ability to be businesslike and concerned with the interests of the Agency? 21 How would you rate the Contractor’s ability to be businesslike and concerned with the interests of the Agency? 22 Would you hire this vendor again? 23 How would you rate the Contractor’s ability to be businesslike and concerned with the interests of the Agency? OVERALL PERFORMANCE EVALUATION FOR THE CONTRACT PERIOD FACTORS/RATINGS Outstanding Excellent Satisfactory Marginal Unsatisfactory (5) (4) (3) (2) (1) 24 How would you rate the Contractor’s overall technical performance on this contract, including task orders? Expand this section as needed. COMMENTS [Ratings of less than Satisfactory must be supported by facts concerning specific events or actions to justify the rating. Please reference the applicable ratings/factor number (1-21) with your comment)]: Explanation of contract terms and/or conditions not met.