1. Applicants must provide information requested in the section titled Required Information.

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1 Lane County Health & Human Services Strategic Plan Development REQUEST FOR QUOTES Introduction Lane County Health & Human Services is interested in contracting with a consultant to help develop an updated strategic plan. The department provides a wide range of health and human services to people in Lane County through a combination of direct and contracted services. This project will include working with the department leadership to design the planning process, as well as directly facilitating some planning efforts, and producing final materials that describe the 3-5 year strategic plan. The contract from this solicitation will be written for the period September 1, 2015 through June 30, 2016 with the ability to renew the contract through June 30, 2018 based on contractor performance, available funding and Lane County need. The anticipated annual funding for the project is not to exceed $30,000 per year. Actual costs will be dependent upon Lane County s use of the services. Submission Requirements/Information 1. Applicants must provide information requested in the section titled Required Information. 2. Quotes must include all documentation to be considered. 3. Lane County considers this a quote process under LM Lane County reserves the right to add interviews to this process or to make a decision based on the information received. Additional phases of this project may be awarded to the successful recipient of this award without further competitive process. 4. All applicants will be notified, in writing, of the decision within three working days of the decision. 5. Lane County retains the right to reject any quote not in compliance with the request for quote or all prescribed request for quote procedures and requirements and may, for good cause, reject any or all quotes when it is in the public interest to do so. Lane County further retains the right to request additional information from any applicant during the evaluation process to clarify the applicant s response to any requirement.

2 Protests of Award All written protests of award must be filed within seven (7) days of the notice of intent to award. Protests of award shall be considered by the Board of it would approve and award the contract. Protests of award shall be handled by the County Administrator, or designee, for those contracts to be awarded by the County Administrator. (a) The protest for a non-public improvement contract shall specify the applicable grounds for the protest as set forth in ORS 279B.410(1). The protest for a public improvement contract shall specify the applicable grounds for protest set forth in OAR (4)(c) which is adopted. (b) For contracts to be awarded by the Board, if the public officer determines there is sufficient merit to reject quotes under LM (10), he or she may do so. If any portion of the protest remains, the Board shall be provided and may consider a complete copy of the written record, and any other evidence provided at a public meeting and shall issue its decision by Board Order. The Board may affirm, reverse, send back to the Department or revise the award. Contract Requirements A. The contractor must operate the program independently and not as an agent of Lane County. B. The contractor must comply with all applicable federal, state and local statutes and rules governing the operations of the program. C. The contractor must be able to provide insurance as required in Attachment 1. Contact Information For questions please contact Debbie Heeszel, Sr. Program Services Coordinator or Responses to this quote request are due electronically to Debbie Heeszel, Senior Program Services Coordinator, Lane County Health and Human Services, no later than 12:00 noon on August 13, Appropriate accommodations can be made upon notice for individuals with disabilities who wish to respond.

3 Required Information 1. Describe your organization s experience assisting organizations with strategic planning efforts, particularly with public sector and/or health related organizations. 2. Indicate an estimated cost of the project based on your organization s approach. Include the hourly rates and anticipated hours for the various types of staff who you anticipate assigning to this project. Also include your organization s administrative costs. This estimate is non-binding and may be revised based on information obtained during the interview and/or contract negotiations. 3. Please provide a list of at least three clients who can serve as references. 4. Please submit a signed copy of Proposer s Statements and Certifications (included as Attachment 2 to this Request for Quotes)

4 Attachment 1 Required Insurance Coverages

5 INSURANCE COVERAGES REQUIRED Contractor shall not commence any work until Contractor obtains, at Contractor's own expense, all required insurance as specified below. Such insurance must have the approval of Lane County as to limits, form and amount. The types of insurance Contractor is required to obtain or maintain for the full period of the contract will be: Commercial General Liability Insurance shall include Damage to Rented Property ($50,000), Medical Expenses ($5,000), Personal & Advertising (same per occurrence) and Products/Completed Operations (same per occurrence.) LIMITS COVERAGES Broad Form Property Damage Contractual Liability Explosion & Collapse Owners & Contractors Protective Underground Hazard $2 million per occurrence/$3 million aggregate $2 million per occurrence/$4 million aggregate Other - Amount approved by Risk Manager and required by contract Automobile Liability insurance with limits as specified below. Coverage shall include owned, hired and non-owned autos and include Lane County and its divisions, commissioners, officers, agents, and employees as additional designated insureds (CA or equivalent). LIMITS $2 million combined single limit per accident for bodily injury and property damage Other - Amount approved by Risk Manager and required by contract Workers' Compensation and Employer's Liability as statutorily required for persons performing work under this contract. Any subcontractor hired by CONTRACTOR shall also carry Workers' Compensation and Employers' Liability coverage. LIMITS Limits of $1 million Other: $500, Additional Insured Clause The general and auto liability insurance coverage's required for performance of this contract shall be endorsed to name Lane County and its divisions, its commissioners, officers, agents and employees as additional insureds on any insurance policies required herein with respect to Provider's activities being performed under the Contract. The additional insureds must be named as an additional insured by endorsement, and the policy must be endorsed to show cancellation notices to the Lane County department who originated the contract. Coverage shall be primary and non-contributory with any other insurance and self-insurance. Any questions concerning insurance and indemnity should be directed to the Lane County Risk Manager at (541) Rev. RM 4/18/12 $2 million per occurrence/$2 million aggregate

6 Attachment 2 Proposer s Statements and Certifications

7 PROPOSER'S STATEMENTS AND CERTIFICATIONS Proposer's Name: RFP Title: PROPOSER'S STATEMENTS Proposer offers to provide the required services in accordance with the requirements of the Request for Quotes (RFQ) stated above and the enclosed quote. The undersigned Proposer declares that the Proposer has carefully examined the above-named Request for Quotes, and that, if this quote is accepted, Proposer will execute a contract with the County to furnish the services of the quote submitted with this form. Proposer attests that the information provided is true and accurate to the best of the personal knowledge of the person signing this quote, and that the person signing has the authority to represent the individual or organization in whose name this quote is submitted. By execution of this Form, the undersigned Proposer accepts all terms and conditions of this Request for Quotes except as modified in writing in its quote. Proposer agrees that the offer made in this quote will remain irrevocable for a period of sixty (60) days from the date quotes are due. By execution of this Form, the undersigned Proposer acknowledges that its entire quote is subject to Oregon Public Records Law (ORS ), and may be disclosed in its entirety to any person or organization making a records request, except for such information as may be exempt from disclosure under the law. Proposer agrees that all information included in this quote that is claimed to be exempt from disclosure has been clearly identified either in the Proposer's Statement, or in an itemization attached hereto. Proposer further acknowledges its responsibility to defend and indemnify the County for any costs associated with establishing a claimed exemption. CERTIFICATIONS By signing this Proposer's Certification form, Proposer certifies that: 1. Proposer is is not (check one) a resident bidder, as defined in ORS 279A Proposer has not discriminated and will not discriminate against a subcontractor in awarding a subcontract because the subcontractor is a minority, women, or emerging small business enterprises certified under ORS or a business enterprise that is owned or controlled by or that employs a disabled veteran, as defined in ORS This quote is made without connection or agreement with any individual, firm, partnership, corporation, or other entity making a quote for the same services, and is in all respects fair and free from collusion or collaboration with any other proposer. The undersigned, by signature here, acknowledges, accepts, and certifies to the Proposer's Statements and Certifications as stated above. PROPOSER Authorized signature Proposer s legal name

8 Name of authorized signer Address Title Date CERTIFICATION UNDER OATH REGARDING COMPLIANCE WITH OREGON TA LAWS By my signature below, I hereby attest or affirm under penalty of perjury: that I am authorized to act on behalf of the Proposer in this matter, that I have authority and knowledge regarding the payment of taxes by the Proposer, and that Proposer is, to the best of my knowledge, not in violation of any Oregon Tax Laws. For purposes of this certification, "Oregon Tax Laws" means a state tax imposed by ORS to ; ORS to ; ORS Chapters 118, 314, 316, 317, 318, 320, 321, 323 and the elderly rental assistance program under ORS to , and any local taxes administered by the Department of Revenue under ORS Authorized signature Federal Tax ID number Name of authorized signer Title

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