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Current Contract Information 32206
STATE OF WASHINGTON, DEPARTMENT OF GENERAL ADMINISTRATION
Current Contract Information
Revision Date: June 24, 2011
Contract number: 32206 Commodity codes:
Category Contract CPA Services 946-31
Customer Survey Services 961-20, 918-12
Educational Consulting Services 918-38
Environmental Consulting Services 918-43
Financial Consulting Services 918-49
Management Consulting Services 918-75
Performance Audit Services 918-32
Professional Real Estate Consulting 998-84, 958-83, 918-89
Services
Contract title: Professional Consulting Services
Purpose: Update vendor list and commodity codes
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 jeri.brown@ga.wa.gov 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
Contract Information: Email: jeri.brown@ga.wa.gov
Phone: (360) 902-7400 Fax Number: (360) 586-2426
Work Request Information: Jeri Brown
Email: jeri.brown@ga.wa.gov
Phone: (360) 902-7400 Fax Number: (360) 586-2426
Work Request Submittals: Email: jeri.brown@ga.wa.gov
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
Professional Real Estate Consulting 16
8 Services
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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
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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
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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
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
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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.).
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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
AECOM (formerly ENSR & EDAW) www.aecom.com/ $122.00
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
Converse Consultants www.Converseconsultants.com $ 130.00
Corporate Recycling Services www.corprecycling.com $ 96.00
Dan Silver danieljsilver@msn.com $ 150.00
EcoChem, Inc. W www.ecochem.net $ 120.00
Ecology and Environment, Inc. www.ene.com $ 148.00
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
Golder Associates Inc. www.golder.com $ 160.00
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
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
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Current Contract Information 32206
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
White Shield, Inc. www.whiteshield.com $ 116.00
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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.
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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.
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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
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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.
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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 beckybreweroly@comcast.net $ 124.00
C.M. Colvin and Associates, LLC W ccolvin@earthlink.net $ 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 danieljsilver@msn.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
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. mandmps@comcast.net $ 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
Relevant Strategies www.RelevantStrategies.com $ 125.00
Resource Management Solutions, www.ResourceManagementSolutions.Com $ 155.00
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Current Contract Information 32206
Inc.
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
White Shield Technologies, LLC M/W www.whiteshieldtech.com $ 116.00
Wolf Consulting W http://www.vasarkovy.com $ 120.00
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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. mandmps@comcast.net $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
Category 8
Professional Real Estate Consulting Services
Use of this category is limited to Washington State agencies and members of the Washington State
Purchasing Cooperative that have the statutory authority to dispose of surplus real estate.
Category is limited to the following at this time:
Assist the State of Washington in the sale of surplus property(ies)
o Provide in-depth analysis of state surplus properties
o Perform Comparative Market Analysis (CMA)
o List/Market Surplus property(ies) for sale
o Work cooperatively with other Real Estate Brokers in the sale of surplus real estate
This category may be expanded in the future through a refresh of the vendor pool.
Professional Real Estate Consulting
Category 8 Services Vendors
NTE Listing
Commission
VENDOR NAME OMWBE HOMEPAGE URL Rate
NAI Black www.naiblack.com 6
Kidder Matthews W/M www.kiddermatthews.com 5
CB Richard Ellis www.cbre.com 5
Orion Commercial www.orioncp.com 5
NAI Puget Sound www.nai-psp.com 5
Coldwell Banker Danforth www.cbcdanforth.com 5
Pacific Real Estate Partners www.pacific-re.com 4
Page 16
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 jeri.brown@ga.wa.gov 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 at (360) 902-7400 or e-mail: jeri.brown@ga.wa.gov.
Page 17
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:
Submit completed Work Request’s to jeri.brown@ga.wa.gov
Page 18
Current Contract Information 32206
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 19
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 20
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 21
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.
