WPCG UjY AYF,%|NYMoh?HTtq9V}|} $S6ӕWkO/ʖ=l ߨ-%$#;őލc3sm*[e{˃cQ?vJ~r=ruNj lTeɳfœZk^t ЬBߘ=[I{ݙ4U&5'~ Yi{A9v{Qa!3c@$$O TKp.b?mvhF^k '{x/ggqgT=(lӲV@TqȽZ m׸cȖa*2}%b dա_lٯ?6&^;U7b{,Ovjq>[IN)NKu=C"{S|LtWڄ{) {#!D U~Ne % 0(w@4!5U NDUN 1uNU 0DW^ lU<W 0cY m 0w 0J 0 0t 0( 0 0 1 1@ 1 1N 0st 0Le U NU%N&"tUBUN B<YNM 1 0 C M 1i U:1!k! 1!U:" 0B"<&#fb#ad#fx#az#E#f#a# 0B#N# 0D#M.$U.2$-`$$ B& D31&d&&-E(r()*N++ 0P,U \,,,U>=- 1{-{-{-{-{-{- 0 . 1a/ 1z/ 10U*0 10 191 11 1G2 12 1U3U3 13U&>c4M4 14M,5 0n05 0d5 16M6 06 0W/8M9 09Mn;Mr;Mv; 1z; 1< 1< 1= 1= 1> 1> 1+? 1? 19@ 1@ 1GA-AACCC/cE"F"F"FFG$Gf:Gac$"Small Circle"0  (9 Z6Times New Roman Regular9 Z6Times New Roman Regular        X + `*Times New RomanTT(hH  Z 6Times New Roman Regular  d    TRX3' LetterY3'letterhead3' Letter.3'letterheadT  (ʽCEKQW]cioAutoList5A.A.A.A.A.A.A.A.(2C$ !  $35;AGMU]c2I.A.1.a.(1)(a)i)a)2 Ha`$"Letter Gothic   (CEKQW]cioAutoList4A.A.A.A.A.A.A.A.,  AZ"Arial Regularzh :Right Par[2]Right-Aligned Paragraph Numbers..` ..2A.3  Ԁ..0` ..` Information for CH Check FormTABLE CTABLE ATABLE E&2$ !  6b$Triangle0 %2A`ArialTT #E } /C)  XxXXk:\jhart\rfp\292\rfp292.wpd `     h      p      x   (#  %   2 X 1  #XXx7#&ƪ%XX dFFFF'dxd I  /C)    %XXXX%]bX%X.~#nI:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd~I:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd/  #]b%]b7#5E*]b#]b*5EW#%]b]b #K } /C)  XxXXk:\jhart\rfp\292\rfp292.wpd `     h      p      x   (#  %   2 X 1  #XXx7#&ƪ%XX M  /C)    %XXXX%]bX%X.~#nI:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd~I:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd/  #]b%]b7#5E*]b#]b*5EW#%]b]b P/Q+ d  __H I G XX  SAMPLE#XEX G H IG#_((3/Q$ !   d (uH Z DTimes New Roman (PCL6) Regular<   p`(&Times New RomanhCEIMQUY]aAutoList6i)1)a)6fz4Body Text  ?_%2A`Arial? XXXSh\  `&Times New RomanS  $35;AEIMQU1a)1)111111(EGMSY_ekqAutoList271)1)1)1)1)1)1)1)(EGMSY_ekqAutoList281)1)1)1)1)1)1)1)%2A`Arial(EGMSY_ekqAutoList181)1)1)1)1)1)1)1)(EGMSY_ekqAutoList191)1)1)1)1)1)1)1)(jEGMSY_ekqAutoList201)1)1)1)1)1)1)1)(zEGMSY_ekqAutoList211)1)1)1)1)1)1)1)(EGMSY_ekqAutoList221)1)1)1)1)1)1)1)(EGMSY_ekqAutoList231)1)1)1)1)1)1)1)(EGMSY_ekqAutoList241)1)1)1)1)1)1)1)\  `&Times New Romanh.CEIMQUY]aAutoList7 i)1)a)<:Default ParaXXXXXX(Wf|$ @*  A h>CEIMQUY]aAutoList8 i)1)a)<:Body Text In  , 8.4 <DL!8 ?_%2A`Arial?  5+ 4 <DL!5 XXXSh\  `&Times New RomanS  @0ApxTxt1ApxTxt1  XXXW(\  `*Times New RomanTTW        &&&W(\  `*Times New RomanTTWD2ApxHead3ApxHead3&    ;1` hp x (#;XXXCC%2A`ArialTTC          &&&W(\  `*Times New RomanTTW>4X` hp x (#>'  (EGMSY_ekqAutoList251)1)1)1)1)1)1)1)( OEGMSY_ekqAutoList26A)A)A)A)A)A)A)A)(EGMSY_ekqAutoList291)1)1)1)1)1)1)1)hNCEIMQUY]aAutoList9 i)1)a)ho&EGKOSW[_cAutoList10 )1)a)h&EGKOSW[_cAutoList11 )1)a)h&EGKOSW[_cAutoList12 )1)a)h8EGKOSW[_cAutoList13)1)a)(jEGMSY_ekqAutoList141)1)1)1)1)1)1)1)(zEGMSY_ekqAutoList151)1)1)1)1)1)1)1)(EGMSY_ekqAutoList161)1)1)1)1)1)1)1)(EGMSY_ekqAutoList171)1)1)1)1)1)1)1) # } /C)  XxXXk:\jhart\rfp\292\rfp292.wpd `     h      p      x   (#  %   2 X 1  #XXx7#&ƪ%XX   /C)    %XXXX%]bX%X.~#nI:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd~I:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd/  #]b%]b7#5E*]b#]b*5EW#%]b]b % /C)  _X ^Բ_XX.~#nI:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd~I:\PROCURE\CONTRACT\CONSHARE\DENDICOT\PSK\102818psk.wpd/    )                        TABLE CTABLE ATABLE ETABLE D dTABLE D !  _XXXX  8EXXdd8TRY$3'letterheadX3' Letter3'letterhead3'T+Da XXDisclaimer:Unlessotherwisespecificallystated,theinformationcontainedhereinismadeavailabletothepublicbytheDepartmentofHuman X Services(_DHS_),OfficeofInformationServices(_OIS_),ProjectManagementOffice(_PMO_),andtheOfficeofContractsand_Procurements_Ԁ(OC&P)foruseasanexampleofcontractscontentinformation.TheintentofthecontractexampleistoassiststaffwithcontractcreationbyprovidingPersonalServiceContractexamples,guidelines,andstandards.̀Neitherthe_DHS_,_OIS_,_PMO_,_OCP_,_DOJ_,DAS,_IRMD_Ԁnoranyotheragencyorentitiesthereof,assumesanylegalliabilityorresponsibilityfortheaccuracy,completeness,orusefulnessofanyinformation,productorprocessdisclosedintheseexamples.Referencehereintoanyspecificcommercialproduct,process,servicebytradename,trademark,manufacturer,vendor,orotherwise,doesnotconstituteorimplyitsendorsement,recommendation,orfavoringbytheDepartmentofHumanServices,theStateofOregon,oranyentitiesthereof._O_Theviewsandopinionsoftheoriginatorsexpressedthereindonotnecessarilystateorreflectthoseofthe_DHS_,_OIS_,_PMO_,_OCP_,oranyagencyorentitiesthereof.Texttakenfromtheseexamplesandusedtodevelopsimilarsolicitationsandcontractswillnotreplacetheappropriatestepsnecessaryfor_approval.#XEX#  H   __ ` __ ` _ H        ` @*     `     h      p      ` Contract#}102818}}???}  <      `     h      p      x    StateofOregonPersonal/ProfessionalServicesContract  D -   ThiscontractisbetweentheStateofOregonactingbyandthroughitsDepartmentofHumanServices,OfficeofInformationServices,hereinafterreferredtoas  _DHS_ ,and  XXEԀ#XEX #    _eVisory_ԀConsulting,Inc. P 1805MonumentAvenue,Suite314Richmond,VA23220  (    hereinafterreferredtoas"Contractor. 'X,XXX'I.0  EFFECTIVEDATEandDURATION 0"%% Thiscontractshallbecomeeffectiveonthedatethiscontracthasbeensignedbyeverypartyhereto,and,whenrequired,approvedbyDepartmentofAdministrativeServicesandDepartmentofJustice.Unlessterminatedorextended,thiscontractshallexpirewhen_DHS_ԀacceptsContractorscompletedperformanceoron July1,2002 ,  % whicheverdateoccursfirst.Expirationshallnotextinguishorprejudice_DHS_srighttoenforcethiscontractwithrespecttoanybreachofaContractorswarrantyoranydefaultordefectinContractorperformancethathasnotbeencured. II.0  PURPOSE %<#*%% ThiscontractprovidesforInformationTechnologyresourcesforindependentinformationtechnologyimagingconsultationservicestoevaluate,assess,analyzeandprovidehighlevel,recommendationsrelatingtothefeasibilityof_DHS_Ԁexistingimagingapplicationandrelatedprocessesbeingextendedtomeetthepotentialfuturedepartmentsdocumentmanagementrequirements. III.0  STATEMENTofWORK +(0%% _Thestatementofwork(the Work)includingthedeliveryscheduleforsuchworkiscontainedinExhibitA,attachedandincorporatedbyreferenceintothiscontract.Contractoragreestoperformtheworkinaccordancewiththetermsandconditionsofthiscontract. -+3 +Da + XTRX3' LetterY$3'letterhead3' Letter3'letterheadT   +  IV.0  CONSIDERATION '%)%%  A .0  DHSagreestopayContractorforaccomplishingtheWorkasrequiredbythiscontract,plusanyallowable (&* expensesandanytravelandotherexpensereimbursementwhennotedherein.PaymentforallworkperformedunderthiscontractshallbesubjecttotheprovisionsofORS293.462andshallnotexceedthetotalmaximumsumof $57,402.00 .+L)-%%  &9y%XXEB.) 0  #XEX%&9y2#InterimpaymentsshallbemadetoContractorfollowingDHSsreviewandapprovalofinvoicessubmitted ,<*. byContractor. %%    l.,0 +Da + XTRX3' LetterY$3'letterhead3' Letter3'letterheadT   +  C .0  Contractorshallnotsubmitinvoicesfor,andDHSwillnotpay,anyamountinexcessofthemaximum   compensationamountsetforthabove.Ifthismaximumcompensationamountisincreasedbyamendmentofthiscontract,theamendmentmustbefullyeffectivebeforeContractorperformsworksubjecttotheamendment.ContractorshallnotifyDHS'sContractAdministratorinwritingthirty(30)calendardaysbeforethiscontractexpires,oftheupcomingexpirationofthecontract.Nopaymentwillbemadeforanyservicesperformedbeforethebeginningdateoraftertheexpirationdateofthiscontract,asitmaybeamendedfrom&ƪ%XX %% #XX%&ƪ#   timetotimeinaccordancewithitsterms.   D. 0  Contractorshallsubmitmonthlyinvoicesforworkperformed.Theinvoicesshalldescribeallworkperformed } p  withparticularityandbywhomitwasperformedandshallitemizeandexplainallexpensesforwhichreimbursementisclaimed.TheinvoicesshallalsoincludethetotalamountinvoicedtodatebyContractorpriortocurrentinvoice.Contractorwillspecificallynotetheappropriateinvoicewhenonethirdandtwothirdsofthemaximumcontractamount,includingexpensereimbursement,hasbeenexpended.ContractorshallsendinvoicestoDHSsContractAdministrator(seeE.,below). %%  E. 0  TheDHSemployeeassignedtomonitorcontractcompliance,authorizepaymentandactasDHSsContract   Administratoronmattersconcerningthiscontractshallbe: %%   Su|san||e|Eastmanordelegate  OfficeofInformationServices  OregonDepartmentofHumanServices  500SummerSt,NE  SalemOR97310  &ƪ%XX  #XX%&ƪ#V.0  TRAVELandPERDIEM&ƪ%XXi\%%  #XX%&ƪ#Notravelorotherexpensesshallbepaidinadditiontothecostherein. YL  VI.0  CONTRACTinitsENTIRETY 9,%% 3X,XS` XX,XX3ThisContractconsistsofthisdocumentandincludesthefollowinglistedexhibitswhicharelistedindescendingorderofprecedenceandareattachedandincorporatedintothisContractbyreference: A. 0  ExhibitA:0S%%StatementofWork S%S%  B. 0  ExhibitB:0S%%GeneralProvisions !S%S%  C. 0  ExhibitC:0S%%CertificationStatementforIndependentContractor!"S%S%  D.   ExhibitD:0 S ConfidentialityAgreement" #S%S% L 4(3 L 3   342  E  .3  0    ExhibitE:0S%%CriminalHistoryAgreement34b݌#!$S%S% Ќ   3   3<2  F  .3  0    Exhibit F:0S%%Solicitation#11503<g݌$"%S%S% Ќ  L ((4L G.   Exhibit G:0 S ContractorsProposaltoSolicitation#1150%#&S%S%  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.&ƪ%XX  i(\&) 9X,X` XX,XS` X9#XX%&ƪ #VII.0  MERGERCLAUSE;WAIVER 5*((+%% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven. .,0 ThefailureofDHStoenforceanyprovisionofthiscontractshallnotconstituteawaiverbyDHSofthatoranyotherprovision.&ƪ%XX    #XX%&ƪR$#6X,XeS` XX,X` X6&ƪ%XX3P+CONTRACTOR,BYEXECUTIONofTHISCONTRACT,HEREBYACKNOWLEDGESTHATCONTRACTOR  HASREADTHISCONTRACT,UNDERSTANDSIT,ANDAGREESTOBEBOUNDBYITSTERMSANDCONDITIONS.#XX%&ƪ$#2XUXXX t  2&v %X2XU#&ƪ% %2&v&# VIII.0 e CONTRACTORDATAandCERTIFICATION;SIGNATURES9,e%e%  #XX%&ƪ:&#o XXName(exactlyasfiledwiththeIRS)________________________________________________   9X,XF XX,XeS` X9Address F ______________________________________________________________________ D 7  9X,XFXX,XF X90   F ______________________________________________________________________s f %% Telephone:()_________________Facsimile:()_________________Citizenship,ifapplicable:Nonresidentalien[]Yes[]No#XX o'#o XX   XBusinessDesignation(checkone):[]Corporation(completionofExhibit C not requiredforCorporationsonly)   []ProfessionalCorporation[]Partnership[]SoleProprietorship?X ,XFXhXX,XFX?[]LimitedLiabilityCompany[]LimitedPartnership[]LimitedLiabilityPartnership#XX o)#H&ƪ%XX0   $$  FederalTaxID#:____________________ORSSN:_____________________   #XX%&ƪ+#B XX#XX B,#XHo XXAbovePaymentinformationmustbeprovidedpriortocontractapproval.ThisinformationwillbereportedtotheInternalRevenue D7 Services(IRS)underthenameandtaxpayeridentificationsubmitted.(SeeIRS1099foradditionalinstructionsregardingtaxpayerI.D.numbers.)InformationnotmatchingIRSrecordscouldsubjectContractorto31percentbackupwithholding.#XX o-#]bXX#XX]b.#o XX Certification: TheindividualsigningonbehalfofContractorherebycertifiesandswearsunderpenaltyofperjury:(a)thenumbershown  onthisformisContractorscorrecttaxpayeridentification;(b)Contractorisnotsubjecttobackupwithholdingbecause(i)Contractorisexemptfrombackupwithholding,(ii)ContractorhasnotbeennotifiedbytheIRSthatContractorissubjecttobackupwithholdingasaresultofafailuretoreportallinterestordividends,or(iii)theIRShasnotifiedContractorthatContractorisnolongersubjecttobackupwithholding;(c)s/heisauthorizedtoactonbehalfofContractor,s/hehasauthorityandknowledgeregardingContractorspaymentoftaxes,andtothebestofher/hisknowledge,ContractorisnotinviolationofanyOregontaxlawsasdefinedinOAR150305.385,referencedinExhibitB,paragraph12ofthiscontract;(d)ContractorisanindependentcontractorasdefinedinORS670.600;and(e)theaboveContractordataistrueandaccurate.#XX o0/#3-&ƪ%XX X < , XX ,XFXhX<#XX%&ƪ3#&ƪ%XXIX. 0  CONTRACTORS:YOUWILLNOTBEPAIDFORSERVICESRENDEREDPRIORTONECESSARY {& STATEAPPROVALS. %%  #XX%&ƪ'4#^Բ_XX0 ,  X , X0#XX_^Բ5# A.0  &ƪ%XXContractor:#XX%&ƪ5#&ƪ%XX)%% #XX%&ƪ6#^Բ_XX  #XX_^Բi6#&ƪ%XX<  IXX ,  X<0  By: I Title:     2     Date:_______________!,%% 6Ӏ#XX%&ƪ6#&ƪ%XX !-  #XX%&ƪ7#&ƪ%XXB.0  DepartmentofHumanServices,OfficeofInformationServices: #XX%&ƪQ8#^Բ_XXEX<VX  IXXE" .%% #XX_^Բ8#&ƪ%XX5 9  e           q#XX%&ƪ9#o XXԀChiefInformationOfficer#XX oI:#&ƪ%XX #!/ EX eV7XX<VXE     I   q#XX%&ƪ:#o XXԀDeputyChiefInformationOfficer#XX ou;#&ƪ%XX $"0 Q(  wI 2"XX eV7XQ  By:_________________________________Title:  q#XX%&ƪ;#o XXԀComputerCenterManager#XX o<#&ƪ%XX      Date:_______________ p%c#1 #XX%&ƪ!=#9o XXT"  wX2XY"X  wI 2"XT30  Address:500SummerStNE,SalemOR97310#XX o=#&ƪ%XXL&?$2%% #XX%&ƪ>#&ƪ%XX #XX%&ƪ?#&ƪ%XXC.0  #XX%&ƪN?#9>&ƪ%XXREVIEWED:#XX%&ƪ?#&ƪ%XX (&4%%  #XX%&ƪ@#^Բ_XX #XX_^Բx@#&ƪ%XX  By:   *      2   Date:_______________#XX%&ƪ@#&ƪ%XX $  )'6   #XX%&ƪtA#o XXDwightEndicott,DHS/OISContractsCoordinator,DepartmentofHumanServices,ordelegate?#XX oA#  *(7   8'dXXd8  +)9 3P+ 3 3  BBB  ExhibitAStatementofWorkCAcknowledgedandAgreedbytheParties:   ThetasksshallbeperformedusingestablishedDHS/OISdevelopment,maintenanceandacceptancecriteria  methodologiessetforthinDHSsInformationSystemsStandardsandProceduresManual.WrittendocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManual.@* IntheabsenceofestablishedDHS/OISdevelopment,maintenanceandacceptancecriteriamethodologies,Contractor   shallcompleteallworkdescribedintheStatementofWorkaccordingtomethodologiesandstandardsthatconformtodocumentationstandards,definitions,andrecommendedpracticesknowntobegenerallyacceptedintheindustry,unlessotherwiseapprovedinwritingbyDHS.Unlessongoing,eachtaskshallbecompletedwithinthetimeframeandapprovedbytheDHSProjectManagerandunlessoverlapping,workshallnotbestartedonthenexttaskuntiltheprioroneiscomplete.Ifoverlappingtasks,thenworkshallbecloselymonitoredbytheDHSProjectManagerandstoppediftheDHSProjectManagerdoesnotapprovethepriortask.DHSshallsupplyContractorwithaccessto1)  RequiredDHSdesignatedmanagementandstaff;  2)  HighlevelanalysisdocumentassessingexistingimagingSW/HW,businesspracticesandworkflow;and  3)0  DHSAdvancePlanningDocument(APD)containinginputsregardingfutureimagingfunctionalityand  volumeexpansionneeds.  %%    $XXXX#XXX$XJ#hXXXXW+ 4 <DL!  wX2XY"XW[  h XhXh _  [K  #_8K#) )XX) Task#1:Research,Assess,AnalyzeandRecommendHighLevel,EnterpriseWideImagingSolutionsandBest }p Practices. [K5L݌ m` Ќ )XXX)XhXXX)X  } }{ {x x  L h(LContractorshallresearch,assess,analyzeandrecommendhighlevel,enterprisewideimagingsolutionsandbest ]P practices#h XhXL#hXXh #XXXhXwL#)XXXXԀfortheDHSintegratedEDMSandprovidebothwrittenandelectronicversiondocumentincludingthe M@ followingnine(9)#XXX)X5O#)XXXX#) X)XN#)XX) Ԁareaspecificdocumentsasdescribedwithinthistask. Contractorshallincludeconsiderationof =0 thefeasibilityofextendingexisting #XXX)XP#hXXXXimagingapplications,asdescribed#XXXhX/Q#)XXXX#) X)XDP#)XX) inDHS#XXX)XQ#highlevelanalysisdocument -  assessingexistingimagingSW/HW,businesspracticesandworkflow#XXQ#XX)XXXX,tomeet #XXX)XR#hXXXXpotentialdocumentmanagement  needsofthefuture,integratedEDMS#XXXhX&S#)XXXX#) X)XR#)XX)  asisdeterminedthrougheachofthe nine(9)areaspecificdocuments.#) X)XT#)XX) #XXX)XS#)XXXX      Contractorshallincludethenamesofbusinesses,rankthemandprovideestimatedcostrangesforthosesolutions !" whichmeet#XXX)XT##XXT#XXhXXXXpotentialdocumentmanagementneedsofthefuture,integratedEDMS#XXXhX V#)XXXX#) X)XU#)XX)  asisdeterminedthrougheach " # ofthe nine(9)areaspecificdocuments.#) X)XV#)XX) #XXX)XV#)XXXX  #!$ L ](hL 3   'XXXX'3]X2  1  )3  0 9   CapacityPlanningDocument: ContractorshallprepareacapacityplanningdocumentevaluatingDHScapacity %#& requirementsforbothcurrentandfutureplans,aswellasprojectionsfor#XXX)XW#hXXXXhighlevel,enterprisewide#XXXhXY#)XXXX#) X)XxW#)XX) Ԁsolutions. &$' DHSidentifiedfuturetechnologyrequirementsinclude,butarenotlimitedto,#) X)XZ#)XX) #XXX)X[Z#)XXXXԀIntelligentCharacter '%( Recognition/OpticalCharacterRecognition/OpticalMarkRecognition(ICR/OCR/OMR)technologyandtheabilitytoallowforpowerdataentryandallowforhighvolumeprocessing,asdefinedbyDHS.3]XX݌ 9%9% Ќ  [  ) X)X) ) ) _  #_[#) #) ) N[#)XX) [\  E+f f <DL!XXXE[\^݌̌ )XXX)X)XXX)X  } }{ {x x  E C \ $(]C*Xff X* 9 Relevantresearchshallinclude,butnotbelimitedto, M+@), /) XXX)X]/L ^($\L 3   )XX)  9 3`2  1  )3  0 e   Volumeincreasesofdocumentsandusers;3``݌=,0*-e%e% Ќ   3    9 3a2  2  )3  0 e   AbilitytoleveragethecurrentDHSpilotimagingsystem;3aa݌-- +.e%e% Ќ   3    9 3b2  3  )3  0 e   StrategyguidelinesbasedonDHSsuppliedneeds(e.g.responsetimeperimagingfunctionality,suchas3bb݌.,/e%e% Ќ   9  e easeofretrieval);  /-0  3    9 3(d2  4  )3  0 e   Typeofarchitecturerequiredtomeettheenterprisewiderequirements(e.g.thinclient);3(d_d݌ e%e% Ќ   3    9 3Ue2  5  )3  0 e   FunctionalityrequiredtomeetDHScurrentandfutureservicelevelatthedesktop,asidentifiedbyDHS;3Uee݌e%e% Ќ   3    9 3f2  6  )3  0 e   ThatDHSimagingsolutionisefficientincapturing,managing,processing,storinganddistributing  documentsandwillenableDHStobecomeincreasinglyresponsivetochangingprocessesorregulations,simultaneouslyimprovingproductivityandservicestoclients;#XXX)X]#)XXXX3ff݌e%e% Ќ   3    9 3h2  7  )3  0 e   Thatthesolution(s)smanagethecreation,revisionanddistributionofelectronicdocumentsandhas*XX*3hh݌e%e% Ќ  XE  e thecapabilitytomanagealldocumentsinacomprehensivemanner;and     3   3j2  8  )3  0 e   Thattheplatformseamlesslyintegrateswiththestandardcomputingenvironments.#) X)X`#)XX) #XXX)X`h#)XXXX3jj݌e%e% Ќ     #) X)Xk#+)XXXX) + EX C \ $(^C-XXX-Ӏ0 R RecommendationsofSW/HWshallinclude,butnotbelimitedto,purchasesthatwouldbeneededtomeetthe } p  capacityneeds,including,butnotlimitedtothenumberofjukeboxes,printersorclientservers,etc./) XXX)Xl/+)XXXX) +#XXX)Xk#)XXXXm ` R%R% H.---4 <DL!XXHC 1 $$\C ,E Ӏ 9  ] P   -XX---4X-2)0 9 CapacityPlanningDocument:Hardware/SoftwareComparisonDocument(ArchitecturalRequirements)M @ 9%9%  -XXXX-0 9 Contractorshalldevelopcapacityplanninghardware/softwarearchitecturalrequirementscomparisondocument. =0  Relevantresearchshallinclude,butnotbelimitedto,#XXX)Xn#/XXXX]n/ ) +)XXXX) +- 9%9% L `($1L 3   -XXXX- 9 3r2  1  )3  0 @   Extensibility(functionalityexpansion)andabilitytomanagevariedDHSworkflowsandformsas  functionalitytoimagingacrosstheenterpriseisadded;3rr݌ @%@% Ќ  L a((`L 3    9 3t2  2  )3  0 @   Documentmanagement,storage,captureandretrievalfunctionscapableofmanaginganyformofdigital  documentandthatprovidereasonableeaseforausertoindexandcategorizedocumentsusingthemanagementtool;3tt݌ @%@% Ќ   3    9 3 *3pNameofDHSSupervisor=p3 $f $3pAgency/Address=p3  f 3pPhoneNumber/Extension=p3(f    (*:F;dXdm dd m dd  dd 8F9X%X%,s#dd +  ! 4  !@ ***5!5#x TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #x#5!5r#***(@   (KX X (#X ,X9er4 hXK  Name(PleasePrint) Last    h First     p Middle    DateofBirth u  AF<) xdEX (#A  Y OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.)#&ƪ%xn#XX%&ƪAF<)V' s#dEV' s#A#&ƪ%XXu#x%&ƪ 2 o #&ƪ%x.v#%%&ƪ33#&ƪ%%v#33vx%&ƪSex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/IssuingState  Q   G #&ƪ%xv#x%&ƪMale#&ƪ%xx#x%&ƪ  Female#&ƪ%xWx#x%&ƪ  #&ƪ%xx#x%&ƪ "  AF<)Vs#dEVs#A %+ ^ WARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.  +  EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate?!  % % hz2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe  crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  % % IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?N$ % % @R R %`; 5!5#xAUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#x#5!5K#  `' %#OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date u/ %8@  5!5#xAFFIRMATIONOFACCURATEINFORMATION#x#5!5#  80 %~Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.   73    @  @  @ ***5!5#x CONSULTANTSSIGNATUREMUSTBEWITNESSED#x#5!5# 󀀀*** s 5   _________________________________________________0  0%%______________________________________________________!W7%% ConsultantsSignature    Date h   0  SignatureofWitness     DateM"8%%              h       0  0%%0 %%0 % %   h   0 % % %%   0  0%%0 %%0 % %0 % %0h%%0h%h%0%%_______________________________________________________ %% h           h   0   %%   0  0%%0 %%0 % %0 % %0h%%0h%h%0%%TitleofWitness %% hG*e=F>dds#dd s#:F;X%X%e,dd ,Wdd +  % 0'$C %@ \***5!5#x DHSPERSONNELSERVICESUSEONLY #x#5!5#Ԁ*** ''<%D 'DateofLEDSCCH/WARRANTS/DMVCheck:______/______/_____  )&F DHSPERSSVCSRECORDSSPEC: (n&G   ]4X^ ; N <u|,,Xh4!XX  X X]Conviction : ^ Yes  No ;  N Warrant:  < Yes u No |   ValidODL :YesQ<hNo 2*'H  ContinuedEmployment :  Approved N Denied#&ƪ%xy# n+)J      ^    ;  N  <  u x%&ƪ "/,P *xFdddd Wdd W=F>X%X%x, $dd +   X #&ƪ%x-#XX%&ƪ@ \ IMPORTANTNOTICETOCONSULTANT   d #&ƪ%XX7#]b%&ƪYOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSECRIMES  FORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#&ƪ%]b͑#x%&ƪ f  #&ƪ%xO#%%&ƪffӀ#&ƪ%%#x%&ƪ 4 ffɓ#&ƪ%x#]b%&ƪSpecificCrimes:(ORS):#&ƪ%]bl#]b%&ƪ s #&ƪ%]bŔ#XX%&ƪffff;`" F X XX^ ; N <u|,,Xh4!X`#&ƪ%XX#x%&ƪ( X%X%(o0 W 162.0250WuWuBribeReceivingP uu o0 W 162.0650WuWuPerjuryv uu o0 W 162.1550WuWuEscapeIIL  uu o0 W 162.165  EscapeI r WuWu o W 162.185  SupplyingContraband H   o0 W 162.2050WuWuFailuretoAppearI nuu o0 W 162.2350WuWuObstructingGovernmentalorJudicialAdministrationD uu o0 W 162.2650WuWuBribingaWitness j uu o0 W 162.2750WuWuBribeReceivingByaWitness@ uu o0 W 162.2850WuWuTamperingWithaWitness f uu o0 W 162.3050WuWuTamperingWithPublicRecords< uu o0 W 162.3250WuWuHinderingProsecution b uu o W 163.095  AggravatedMurder 8  o W 163.115  Murder ^  o W 163.118  ManslaughterI 4  o W 163.125  ManslaughterII Z  o W 163.145  CriminallyNegligentHomicide 0  o0 W 163.1600WuWuAssaultIVVuu o W 163.165  AssaultIII , o W 163.175  AssaultII R o W 163.185  AssaultI ( o0 W 163.1900WuWuMenacingNuu o0 W 163.1950WuWuRecklesslyEndangeringAnother$uu o W 163.200  CriminalMistreatmentII J  o W 163.205  CriminalMistreatmentI  ! o W 163.225  KidnapingII F" o W 163.235  KidnapingI # o W 163.275  Coercion B$ o W 163.355  RapeIII % o W 163.365  RapeII >& o W 163.375  RapeI ' o W 163.385  SodomyIII :( o W 163.395  SodomyII ) o W 163.405  SodomyI 6* o W 163.408  UnlawfulSexualPenetrationII  + o W 163.411  UnlawfulSexualPenetrationI 2, o W 163.415  SexualAbuseIII - o W 163.425  SexualAbuseII .. o W 163.427  SexualAbuseI / o W 163.435  ContributingtotheSexualDelinquencyofaMinor *0 o W 163.445  SexualMisconduct 1 o0 W 163.4550WuWuAccostingforDeviatePurposes~&2uu o W 163.465  PublicIndecency 3 o W 163.515  Bigamy z"4 o W 163.525  Incest 5 o W 163.535  AbandonmentofaChild v6 o W 163.545  ChildNeglectII 7 o W 163.547  ChildNeglectI r8 o W 163.555  CriminalNonsupport 9 o W 163.575  EndangeringtheWelfareofaMinor n : o W 163.670  UsingChildinDisplayofSexuallyExplicitConduct  ; o W 163.6730  DealinginDepictionsofSexualConductInvolvinga j!< Child uu o0 W 163.6750WuWuSaleofExhibitionofVisualReproductionofSexual f" > ConductbyChild uu o W 163.680  PayingforViewingSexualConduct b# !@ o W 163.732  Stalking #!A o0 W 164.0430WuWuTheftIII^$"Buu o0 W 164.0450WuWuTheftII$"Cuu o0 W 164.0550WuWuTheftIZ%#Duu o0 W 164.0570WuWuAggravatedTheftI%#Euu o W 164.075  TheftbyExtortion V&#F o W 164.225  BurglaryI &|$G o W 164.325  ArsonI R'$H H,F$ 4 X F X XHo 9 164.395  RobberyIII 'x%I o 9 164.405  RobberyII N(%J o 9 164.415  RobberyI (t&K o0 9 165.01309u9uForgeryintheFirstDegreeJ)&Luu o0 9 165.02209u9uCriminalPossessionofaForgedInstrumentinthe )p'M FirstDegree uu BX,F$ 4 XBo0 9 165.03209u9uCriminalPossessionofaForgeryDevice*l(Ouu o0 9 165.05509u9uFraudulentUseofCreditCard(Over$750)B+(Puu o0 9 165.06509u9uNegotiatingaBadCheck(ClassFelonyClause)+h)Quu o0 9 165.07009u9uPossessionaFraudulentCommunicationDevice>,)Ruu o0 9 165.07409u9uUnlawfulFactoringofaCreditCardTransaction,d*Suu o0 9 165.08509u9uSportsBribery:-*Tuu o0 9 165.09009u9uSportsBribeReceiving-`+Uuu o0 9 166.01509u9uRiot6.+Vuu o 9 166.085  AbuseofCorpseII .\,W o 9 166.087  AbuseofCorpseI 2/,X o  166.155 5 IntimidationII PX o  166.165 5 IntimidationI vY o  166.220 5 UnlawfulUseofWeapon L Z o  166.270 5 FeloninPossessionofFirearm  r[ o0  166.27205&&UnlawfulPossessionofMachineGuns,CertainShortbarreled H \ Firearms&FirearmsSilencers 5&5& o  166.275 5 PossessionofWeaponsbyInmatesofInstitutions D ^ o  166.3700 5 DischargingFirearmatSchool/PossessionofFirearmor  j _ DangerousWeaponinPublicBuilding 5&5& o  166.382 5 PossessionofDestructiveDevice  f a o  166.384 5 UnlawfulManufactureofDestructiveDevice < b o  166.429 5 UseofFirearmsinFelony  b c o  166.480 5 SaleorGiftofExplosivestoChildren 8 d o  166.660 5 UnlawfulParamilitaryActivity ^ e o  166.720 5 Racketeering 4 f o0  167.00705&&ProstitutionZ g5&5& o  167.012 5 PromotingProstitution 0 h o  167.017 5 CompellingProstitution Vi o  167.0620 5 SadomasochisticAbuseorSexualConductinLiveShow#&ƪ%x#]b%&ƪ(engaging ,j in)#&ƪ%]bi#x%&ƪRk5&5& o  167.0620 5 SadomasochisticAbuseorSexualConductinLiveShow (l (directing,managing,financing,orpresenting) 5&5& o  167.065 5 FurnishingObsceneMaterialstoMinors $n o  167.070 5 SendingObsceneMaterialstoMinors Jo o  167.075 5 ExhibitinganObscenePerformancetoaMinor  p o  167.080 5 DisplayingObsceneMaterialstoMinors Fq o  167.087 5 DisseminatingObsceneMaterial r o  167.090 5 PubliclyDisplayingNudityorSexforAdvertisingPurposes Bs o  167.212 5 TamperingwithDrugRecords t o  167.2620 5 AdultUsingMinorinCommissionofControlledSubstance >u Offense(LessThanFiveGramsMarijuana) 5&5& o  411.630 5 UnlawfullyObtainingofPublicAssistance :w o  411.840 5 UnlawfullyUsingStampsorCommodities x o0  471.41005&&ProvidingLiquortoaPersonUnder21ortoIntoxicatedPerson; 6y MandatoryMinimumPenalties 5&5& o0  475.99205&&ProhibitedActsGenerally;Penalties;AffirmativeDefensefor 2{ CertainPeyoteUses 5&5& o0  475.99305&&ProhibitedActsforRegistrants;Penalties.}5&5& o0  475.99405&&ProhibitedActsInvolvingRecordsandFraud;Penalties~5&5& o0  475.99505&&DistributionofControlledSubstancetoMinors*5&5& o0  475.99605&&CrimeCategoryClassificationforViolationof475.992;Proofof  CommercialDrugOffense 5&5& o0  475.99905&&ManufactureorDeliveryofControlledsubstancetoMinoror  StudentWithin1,000FeetofSchool 5&5& o0  811.14005&&RecklessDriving5&5& o0  811.18205&&CriminalDrivingWhileSuspendedorRevokedorinViolationof v aPermit 5&5& o0  811.54005&&FleeingorAttemptingtoEludePolicer5&5& o0  811.70005&&FailuretoPerformdutiesofDriverWhenPropertyisDamaged5&5& o0  811.70505&&HitandRunVehicle(Injury)n 5&5& o0  813.01005&&DrivingUndertheInfluenceofIntoxicant#&ƪ%x̶#ĕ 5&5&    5     Q##<#   G"  $    5    D-* ( XuXu(DXX%&ƪ%XXXXH8xdd8   @9  @  @4  @` Q@p p p  @<  @ #XXX%X##&ƪ%XX# @9  @  @4  @` Q@p p p  @<  @ XX%&ƪ @ ExhibitF X #&ƪ%XXo#XX%&ƪ%XXXXSolicitation1150 #XXX%X#%XXXX#%&ƪ%X%X#%XX%%&ƪ H d  #XXX%XP#J#&ƪ%XX#XX%&ƪ%XXXXL 9    4  ` Qp p p  <    9   #XXX%X[##&ƪ%XX<#XX%&ƪ%XXXX 4  ` Qp p p  <      D  9    9    4  ` Qp p p  <      D     TheStateofOregon > DepartmentofHumanServices  ~  IssuestheFollowing   InformalSolicitation   for ^ @@=  #%&ƪ%X%Xd#%XX%%&ƪ#XXX%X#%XXXXDocumentImagingSystemRequirementsAnalysis#XXX%X(#%XXXX#%&ƪ%X%X#%XX%%&ƪ    Solicitation1150   !#XXX%X# 9    4  ` X<XX z XX<DateofIssuance:   z April3,2002  ProposalsDue:0 0z % %3:00P.M.,April18,2002attheissuingofficez %z %  `    z Note:PostmarkswillnotbeconsideredIssuingOffice: 0 0z % %StateofOregon,DepartmentofHumanServices!^z %z %  `  0  z DwightEndicott,DHSContractsCoordinator  % % 0 ` 0 ` %` %0 % % z 500SummerStreetNE/MailingCodeE03  % % 0 ` 0 ` %` %0 % % z SalemOregon973101080  % % 9XX z pXXX z X9 `    z Voice:0  5039456156v%##%%  `    z Fax:  5033737365 f&$$ #&ƪ%XX#XX%&ƪX.9X,Xr` XXX z pX9    V'$% /%DHJL/ DE HDIEh JHKI LJMKh LM h    #&ƪ%XXP#   r  `     h     XX%&ƪAttachments #&ƪ%XX# 4   6X,X'` XX,Xr` X6XX%&ƪExhibitA:0 ' StatementofWork$'%'% ExhibitB:0 ' ContractualTermsandConditions'%'% ExhibitC:0 ' IndependentContractorCertification'%'% ExhibitD:0 ' CriminalHistoryAgreement'%'% ExhibitE:0 ' ConfidentialityAgreement'%'% #&ƪ%XXw#  XX%&ƪXXXX #XXXXv##&ƪ%XXW#   H  6X,XF'` XX,X'` X6 XX%&ƪF]Section1:0 ' Purpose/Overview#&ƪ%XX0#XX%&ƪX'%'% 6X,X'` XX,XF'` X61.10  PurposeofthisSolicitation H%% TheStateofOregon,DepartmentofHumanServices(DHS),OfficeofInformationServices(OIS)#&ƪ%XX#XX%&ƪ,#&ƪ%XX#XX%&ƪԀ#&ƪ%XX@#XX%&ƪseeks 8 independentinformationtechnologyimagingconsultationservicestoevaluate,assess,analyzeandprovidehighlevel,recommendationsrelatingtothefeasibilityofDHSexistingimagingapplicationandrelatedprocessesbeingextendedtomeetthepotentialfuturedepartmentsdocumentmanagementrequirements.#&ƪ%XX#XX%&ƪԀ#&ƪ%XX#XX%&ƪԀThecontractdeliverable  resultantofthissolicitationistobeusedasafoundationonwhichdecisionsregardingtheexpansionand/orenhancementofDHSimagingfunctionsinsideatwo(2)yeartimeframemaybemade.ThesystemsresideonDHScomputers#&ƪ%XX\#XX%&ƪ.   XXXXApilotapplicationwasdevelopedbytheUnisysCorporation,workingcloselywithDHSAdultandFamilyServices  `  (AFS)staffemployees,specificallyforAFS.Twoinitialphaseshavebeencompleted.Thefirstphasepermittedscanning,indexinganddigitalstorageofclosedAFScasepaperdocuments.Thesecondphasereplacedmicrofilmprocessesandexpandedimagingusagetoinclude#XXXX#XXXX#&%XX#XX%&ԀOfficeofMedicalAssistancePrograms(OMAP)MMISmedical 0  claims,billingsandadjustments.Thedigitizedimagesofthepaperdocumentscanberetrievedfromstoragebyanoperatorqueryfunction.#XXXX##&ƪ%XX#XX%&ƪ h #&ƪ%XXA#XX%&ƪ#&ƪ%XX#  K+ 4 <DL!X,X'` XKXX%&ƪ)XXXXDHSdesirestoexpandimagingprocessingtosupportvariousprogramsandfunctionswithinDHS.Thisinitiative H isbeingdrivenbyDHSendeavorstostreamline,standardizeandconsolidateDHSstovepipefunctionalitiesintodepartmentalservices.Thiswillalsoeliminatemanyoftheredundantfunctionsinprocessingpaperthroughouttheorganization.Thus,DHSisplanningonfurtherexpansionoftheircurrentimagingsystemtoevolveintoanenterprisewidedocumentmanagementsystem.?+ 4 <DL!X?DHSisseekingaContractorwhowillhelpintheassessmentofourcurrentimagingprocessesandadviseDHSonthedecisionsnecessarytomakethishappen.?+ 4 <DL!X?TheContractorshallresearch,assess,andcomparethecurrentimagingenvironmentwith:'XXXX'L h$\L1)  DHSexistingandfuturedesktop,mainframe,databaseandnetworkinfrastructures; p L j(hL 3   372j  2  )3  0    OIScurrentsoftware/hardware(SW/HW)standardsandtools;37b݌`%% Ќ   3   382j  3  )3  0    AnyfutureOISSW/HWplans;and#XXX)XQ#)XXXX#)&%X)X2#)XX%)&38c݌P%% Ќ   3   32j  4  )3  0    Bestpracticesforincorporatingexistingandfutureimagingsolutionsintoworkflowprocesses.3݌@%% Ќ  L h(L-XXXXXX-TheContractorshallutilizetheabovefindingstocreateaDHSenterprisewide,highlevelplanningandrecommendationdocumentthatincludesimagingSW/HWsolutionsandbestpracticesforbothOISandtheDHSbusinesscommunity.  E+ 4 <DL!XXXEThenewlyconsolidatedimagingapplication,ElectronicDocumentManagementSystem(EDMS),#XXX)X#)XXXX#)&%X)X@#)XX%)&ԀwillbeDHS 8"" centrallysupported.DHSgoalsinclude,butarenotlimitedto,L (hL 3   'XXXX'3(2  1  )3  0    Expandimagingsupportfromarchivedtoactivedocuments;3(z݌$!$%% Ќ   3   3P2  2  )3  0    SignificantlyexpandimagingusagetoDHSstaff;3P{݌%"%%% Ќ  L z((L 3   32z  3  )3  0    Haveimagingplayanintegralpartintheirexisting,aswellasanynewandimproved,workflowprocesses;3݌%#&%% Ќ   3   32z  4  )3  0    Replacecumbersomepaperandmicrofilmprocesses;3݌&$'%% Ќ   3   32z  5  )3  0    Significantlyreducemanualclericalfunctions;3݌'%(%% Ќ   3   32z  6  )3  0    Increaseworkflowefficiency;3݌(p&)%% Ќ   3   32z  7  )3  0    Provideeaseofdocumentaccess,queryingandreporting;3݌)`'*%% Ќ   3   32z  8  )3  0    Reduceerrorsbroughtonbymanualprocesses;and3݌*P(+%% Ќ  ( XXXXS( 3   'XX,XX'32z  9  )3  0    DecreaseresponsetimeinservingDHSclientsandinturnimprovecustomerserviceextensively.#XXX)X#)XXXX#)&%X)X;#)XX%)&3 ݌+@),%% Ќ    L h(L ؀#XXX)X##&ƪ%XX&#XX%&ƪ  x- +. 1.20  Approach X%% #&ƪ%XXG#XX%&ƪTheprojectconsistsof:evaluating,analyzingandassessingexistingimagingsystemcapabilitiesandprocessesand H comparingthosetofuturegrowthandcreateahighlevelplanforthefoundationofDHSimagingrequirementsandprovidingrequireddocumentation.#&ƪ%XX#XX%&ƪԀ#&ƪ%XX<#XX%&ƪ ( ThetasksshallbeperformedusingestablishedDHS/OISdevelopment,maintenanceandacceptancecriteriamethodologiessetforthinDHSInformationSystemsStandardsandProceduresManual.DocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManual#&ƪ%XX#XX%&ƪ.#&ƪ%XXX#XX%&ƪ   #&ƪ%XX#XX%&ƪDeliverablesrequiredbytheContractresultantofthisSolicitationarerequired$XXXX35calenderdaysaftercontract  `  execution#XXX$Xd##&ƪ%XX#XX%&ƪ.  P  #&ƪ%XX#0X,Xw'` XXX,X01  XX%&ƪ1.3  UseofSubcontractors  t  #&ƪ%XX#XX%&ƪIntheeventofaProposalsubmittedjointlybymorethanoneorganization,oneorganizationmustbedesignated d  astheprimeContractor,andtheprimeContractorwillbesolelyresponsibleforassuringtheperformanceofallaspectsofresultantContracts.AllotherparticipantsshallbedesignatedasSubcontractors.#&ƪ%XX+# D x%&ƪ#&ƪ%x#XX%&ƪTheselectedProposer,asPrimeContractor,shallberequiredtoassumeresponsibilityforallservicesoutlinedin  thisSolicitationandanyresultingContracts,whethertheProposer,representative,subsidiaryorSubcontractorprovidesthem.#&ƪ%XX# p 1,he  Q1XXF4` hp x X,Xw'` XQ1  1,he  XX%&ƪ6XX, XXXF, X6 , @,  X 2.0  ProcurementSchedule#&ƪ%XX'#  P XX%&ƪThefollowingrepresentstheproposedtimelineforthisproject.Pleasenote:Thesedatesrepresentatentative @ scheduleofevents.DHSreservestherighttomodifythesedatesatanytime,withappropriatenoticetoprospectiveproposers.AlltimesarePacificTime.#&ƪ%XX# x  x%&ƪ#&ƪ%x|# XX%&ƪActivity    4  `     h Date/Time #&ƪ%XX#  XX%&ƪSolicitationRelease `     h April3,2002   #&ƪ%XX{#XX%&ƪPreproposalquestionsdue    h April9,2002(3:00PM)#&ƪ%XX##XX%&ƪԀ  Preproposalquestions&answersissued#&ƪ%XX#XX%&ƪ0 h April12,2002(3:00PM)#&ƪ%XX:#XX%&ƪh%h% ProposalsDue   4  `  `    0 h April18,2002(3:00PM)h%h% AwardAnnouncement `       h     h April24,2002(approximately)#&ƪ%XX# t  x%&ƪ#&ƪ%xn # XX%&ƪ3X,X` XXX, X33.0   StatementofWork#&ƪ%XX # p!"  XX%&ƪInformationTechnologyservicesrequiredinclude,butarenotlimitedto,1)Evaluationandassessmentofcurrent `" # imagingsystemSW/HWandprocesses#&ƪ%XXn #XX%&ƪԀand2)createhighlevelDHSenterprisewideelectronicrecommendations P# $ andalternativesdocument#&ƪ%XXX #XX%&ƪ.#&ƪ%XX #XX%&ƪAdditionaldetailisprovidedinExhibitA,StatementofWork.#&ƪ%XXU #XX%&ƪԀ#&ƪ%XX #  @$!%  x%&ƪ#&ƪ%x4# XX%&ƪ4.00  ProposalRequirements #&ƪ%XXz#%#'%% XX%&ƪProposersmayrespondtothisSolicitationwithaproposalthatincludes:#&ƪ%XX# &|$( XX%&ƪ1)0  aQualificationsandTechnicalProposal,whichincludestheresumesandqualificationsofproposed 'l%) Consultant(s);and %% 2)0  aCostProposal,whichidentifiesthehourlyrate,thenottoexceedcostforeachdeliverableandtheoverall )L'+ nottoexceedcostfortheproject#&ƪ%XX#XX%&ƪ.#&ƪ%XXE#*<(,%% %&ƪ%%&ƪ0X,X XX,X` X0%XX%%&ƪAtaminimum,QualificationsandTechnicalProposalstothisSolicitationshallinclude:#%&ƪ%X%X# +,)- 6X,X9 XX,X X6#&ƪ%%%&ƪ#XX%&ƪԀ#&ƪ%XX#XX%&ƪ  t,*. 4.10  QualificationsProposal#&ƪ%XXA#d- +/%%  XX%&ƪQualificationsProposalsshallinclude:#&ƪ%XX# T.+0 ]  X   XX%&ƪ4.1.10  E"X X'` X"X,X9 XEThefirmname,addressandtelephonenumber,andthename,address,telephonenumber,EMailandfax   numberofthepersonauthorizedtoreceiveandrespondtoinquiriesandnoticesregardingthisSolicitationandpersonauthorizedtoexecuteanyresultantcontracts;#&ƪ%XX#%% KX X,'` X"X X'` X"KXX%&ƪ4.1.20  AstatementindicatingthattheProposerisalegalentity,authorizedtoenterintoaContractandthe  Proposersregisteredbusinessname; %% 4.1.30  AstatementidentifyingtheindividualswhopreparedtheproposaltoSolicitation1150;%% 4.1.40  AcoverlettersummarizingthefirmsinterestinSolicitation1150;%% 4.1.5#&ƪ%XX#XX%&ƪ  AstatementofthefirmsgeneralapproachanddetailplanstomeettherequirementsoftheSolicitation;  4.1.6#&ƪ%XX#XX%&ƪ  ProposedtimelinesforcompletionofeachtaskanddeliverabledefinedintheStatementofWork;#&ƪ%XX#XX%&ƪ   4.1.70  AstatementthatnoattempthasbeenmadeorwillbemadebytheProposertoinduceanyotherpersonor } p  firmtosubmitornotsubmitaproposal; %% 4.1.80  AstatementofAffirmativeActionthatProposerdoesnotdiscriminateinitsemploymentpracticeswith ] P  regardtorace,creed,age,sex,disabilityornationalorigin; %% 4.1.90  Astatementthatanyresponsesubmitted,includingcostsandstaffingshallremainvalidforsixty(60) =0  calendardaysafterduedateoruntilContractsareapprovedandexecuted,whichevercomesfirst; %% 4.1.100  StatementsorspecificstipulationofacceptanceofALLtermsandconditionscontainedandthatProposer  willperformpursuanttoandagreestothetermsandconditionstherein; %% 4.1.110  AstatementindicatingacceptanceofStateofOregonbillingterms;%% 4.1.120  AstatementofacceptancethatConsultant(s)providedbyProposershallsubmittoaCriminalHistorycheck  atDHSsrequest; %% 4.1.130  AstatementofacceptancethatConsultant(s)providedbyProposershallexecuteaconfidentialityclauseat  DHSsrequest; %% #&ƪ%XXg#XX%&ƪ4.1.140  AstatementidentifyinganySubcontractorsthatmaybeengaged,withthenamesoftheConsultant(s)#&ƪ%XXI #x%&ƪԀ#&ƪ%x!#XX%&ƪand  thenamesandcontactinformation(name,addressandtelephonenumber)ofSubcontractoraffiliation,ifany,ofeachConsultant,clearlyidentified;and %% 4.1.150  Astatementoutliningallrelationships(partnerships)theProposerand/ortheirConsultant(s)havehad, }p contractualorotherwise,duringthelastthree(3)yearswithanyvendorsorindividualsmarketingorproducingimagingsoftware/hardwareorservices. %%  4.20    TechnicalProposal=0%%  TechnicalProposalsshallinclude: -  EXX` D"X X,'` X"E4.2.10  %XXXXAproposalwhich:%% EX XA " D"XX` D"E    1)  addressesallrequirementsofExhibitA:StatementofWork,4.1and4.2,Technical,and    0  0%%2)0%%proposingfirms#XXX%XG$#%XXXXԀ#XXX%X%#QXXXXdocumentedexperienceinsuccessfullycompletingprojectsofasimilarsizeandscope  ! tothoserequiredbythisSolicitation#XXXQX&#%XXXXԀandthe#XXX%X&#resumesofeachKeyPerson%XXXXrelatingtotheperformance !" ofsimilarworkasrequiredbytheSolicitation#XXX%XT'#,includingqualificationsandrelevantindividual " # experience.Resumesshallincludeatleastthree(3)references(telephonenumberandcontactname),whichDHS,atitsdiscretion,maycontact%XXXX.#XXX%X(#$"%%% #&ƪ%XXC!#x%&ƪ#&ƪ%xO)#XX%&ƪ HX XFA " D"X XA " D"H4.3  CostProposal a&T$'  Acompletedcostproposalfortheproposedservicesisrequiredandmustbesubmittedseparatelyfromtherestof Q'D%( theProposal.Thecostproposalshallidentifythehourlyrate,thenottoexceedcostforeachdeliverableandtheoverallnottoexceedcostfortheproject. Allhourlyratesmustbefullyloadedandincludeallexpenses. DHS 1)$'* reservestherighttoreviewallaspectsofCostProposalstothisSolicitationforreasonablenessandtorequestclarificationofanyProposalwheretheCostProposal(s)showsignificantandunsupporteddeviationfromindustrystandardsorinareaswheredetailedpricingisrequired. Thecontract,ifany,includingamendments,resultantof ,)- thisSolicitationshallnotexceedanaggregateof$75,000.00perOAR1250200330.  ,*.  #&ƪ%XX)#x%&ƪ #&ƪ%x-#XX%&ƪ 5.00  EvaluationofProposals .,0%% Proposalswillbeevaluatedonthecompletenessandqualityofcontentinthreephases:K"X X4` D%X XFA " D"K1)Evaluationof QualificationsandTechnicalProposal,and2)ScoringofTechnicalProposaland3)EvaluationandscoringofCostProposal.Anevaluationcommitteewillbeestablishedtoevaluateandscoreproposalssubmitted.Responseswillbereviewedbythecommitteetodetermineiftheyarecomplete.AProposersfailuretocomplywiththeinstructionsortosubmitacompleteresponsewillresultintheresponsebeingdeemednonresponsive,exceptthatDHSreservestherighttowaiveminorirregularities.AnyproposalthatisincompleteorcontainssignificantinaccuraciesorinconsistenciesmayberejectedinwholeorinpartbyDHS.DHSreservestherighttorejectallproposalsifitisinthebestinterestofthepublictodoso. ?XX,X%XX,X%?5.10  0%%PhaseI:EvaluationofQualificationsProposal] P %%  ThepurposeofthisphaseistodetermineiftheproposalmeetstheSolicitationmandatoryrequirementsofthis M @  Solicitation.Proposalsareevaluatedona Pass/FailbasisinPhaseI.Proposalsthatdonotmeettheminimumrequirementsmaybedisqualified,exceptthatDHSreservestherighttowaiveminorirregularities.ProposalsthatareevaluatedasresponsiveinPhaseIwillqualifyforevaluationandscoringoftechnicalproposalsinPhaseIIoftheevaluation.#&ƪ%XX.#x%&ƪ#&ƪ%x4#XX%&ƪ 5.2    PhaseII: EvaluationandScoringofTechnicalProposal  t EvaluationandscoringofTechnicalProposalswillbebasedcriteriadescribedinSection6.Themaximumpossiblenumberofpointsisstatedforeachcategoryandfortheoveralltotalnumberofpoints.ProposalsnotreceivingtheminimumrequirednumberofpointsinboththeConsultant(s)andProposingFirmshallbedisqualifiedforfurtherconsideration.Technicalevaluationpointsthataregivenbyeachevaluatorwillbesummedanddividedbythenumberofevaluatorstocomputeanaveragetechnicalscoreforeachproposedproposal.ThemaximumnumberofpointsthatmaybeawardedinthisPhaseis 490.  ! DHSreservestherighttorequireverbaland/orwrittenverificationoftheexperience,skillsandreferences,and/orCriminalHistorychecksofconsultant(s)proposedtoperformwork,toassistintheevaluationofproposals,including,butnotlimitedto,telephoneand/orinpersoninterviewsandreferencechecks.Referencechecksmaybeperformed,includingbutnotlimitedto,requestsforinformationonprojectdescriptionandbackground,functionalandtechnicalabilities,communicationskillsandtimeliness,costandscheduleestimatesandaccuracy,anyproblemsencountered,andoverallperformance.Corporateandpersonnelreferencechecksmaynotbelimitedtospecificcustomerreferencescitedintheproposal.TXXXXConsultant(s)proposed#XXXTX;#TXXXXԀtodotheworkandtheirreferencesmustbeavailablefortelephoneinterviewsandreference $t"% checks,respectively,ifrequiredbyDHS,andattimesasdesignatedbyDHS,whichshallbebetweenthehoursof8:00AMand5:00PMPacificTime,duringMondaythroughFridayandexcludingstateholidays,oratsuchothertimesasisagreeabletoDHS.#XXXTXn;#ԀDHSreservestherighttorejectanyproposalfortheconsultant(s)proposedtodothe Q'D%( workwhoisnotavailableforinterviewsasrequired,orforwhomreferencesarenotavailable.TXXXXԀProposeris A(4&) responsibleforarrangingandprovidingsuchcommunications(attheircost),asarenecessaryforinterviewsandreferencechecksrequiredbyDHSforproposedConsultant(s)andreferenceswhoarelocatedoutsidetheUnitedStatesofAmerica.#XXXTX=# +), #&ƪ%XX$5#x%&ƪ#&ƪ%xv?#XX%&ƪReferencechecksshallbeevaluatedaspassorfail.DHSreservestherighttorejectanyproposalsupon ,*. ConsultantsorProposingfirmsfailureofreferencechecks.  .,0 F )     Proposalselectionswillbemadebytheevaluationcommitteebasedupontheinformationreceivedinthe QualificationsandProposals,CostProposals,evaluations,resultsofinterviews,ifrequiredbyDHS,andfromreferencechecks,ifperformedbyDHS.DHSreservestherighttoinvestigatethereferencesandthepastperformanceofanyProposerorconsultant(s)proposedtodotheworkwithrespecttoitssuccessfulperformanceofsimilarservices,compliancewithspecificationsandcontractualobligations,anditslawfulpaymentofsuppliers,sub-contractors,andworkers.DHSmaypostponetheawardorexecutionofContractsaftertheannouncementoftheapparentsuccessfulproposers,inordertocompleteitsinvestigation.DHSreservestherighttorejectanyproposalortorejectallproposalsatanytimepriortoState'sexecutionofContracts. ?XX4,X%XX,X%?5.3  EvaluationofCostProposal  =0  uRX,9rS -Y(#%'0*,.8135@8:<H?XX4,X%uCostpointswillbeawardedbaseduponthetotalcostforeachproposal.EachcorrespondingcostproposalwillbeawardedapercentageofthecostpointsavailablebasedonthepercentageoftheproposalpriceasrelatedtothelowestproposalpriceafterPhaseIusingthefollowingformula:UX,9rS -Y(#%'0*,.8135@8:<H?X,9rS -Y(#X(L/X)*Y=A S Where:   X=Totalprojectcostbeingscored   9    r  S    L=Lowesttotalprojectcost 9    r  S    A=Awardedpoints̀ 9 0  0r%% S    Y=TotalPointsPossible( 160 ) r%r% [X,X N hp x (#%'0*,.8135@8:<H?X,9rS -Y(#X0     %% {UX,9rS -Y(#%'0*,.8135@8:<H?X,, N X{Althoughpriceisaconsiderationwhenawardingacontract,theintentistoprovideDHSwithqualifications,performancehistory,expertise,knowledgeandskillsrequiredtoprovidethedeliverablesidentifiedinExhibitA.Theseareprimaryconsiderationsintheselectionprocess.Theproposalwiththelowestcostwillnotnecessarilybeselected.DHSreservesthesolerighttomakethisdeterminationinthebestinterestoftheState.TheaggregatelimitofthevalueoftheContractresultantofthisSolicitation,includinganyamendments,is$75,000.00perOAR1250200330. 6.00  EvaluationCriteriaofTechnicalProposal- %%  EvaluationandscoringofTechnicalProposalswillbebasedonthescoringcriteriadefined.Themaximumnumber  ofpointsthatmaybeawardedinthisPhaseis 490.      ZX X,4` Xuxf!X,9rS -Y(#XZ  ! 0  X 0%% X 1)  hXXXXProposingfirmsdocumentedexperienceinsuccessfullycompletingprojectsofsimilarsizeandscopetothose !" requiredbythisSolicitation.Toqualifyformaximumpointspossible,proposingfirmshallhaveaminimumoffive(5)yearsexperienceprovidingImagingassessments.#XXXhXN#hXXXX#!$%% #XXXhXP#HX X,` XXf!X X,4` XuxH  PointsPossible: 60  $"% K"X XFr` XXf!X X,` XXf!KL y(hL2)0 9 hXXXX09%9%Proposingfirmsdocumentedexperience#XXXhXQ# inaccessingavarietyofimagingsolutionsincluding,butnotlimited &$' to,imagingvendors,inhousedevelopmentandoutsourcing.0%%0 %%'%( % %  9   PointsPossible: 75  }(p&) hXXXX3)0 9 09%9%TheProposingfirmsdetailedapproachandplanstoperformtheservicesrequiredbythescopeofworkof ]*P(+ thisSolicitation#XXXhXSS#.M+@),%%  9   PointsPossible: 50  =,0*-  9   QXXXX4) 9 #XXXQXT#hXXXX0  Theoverallabilityofthe#XXXhXU#QXXXXProposingfirm#XXXQXU#hXXXX,asevaluatedbyDHS,tobeginandsuccessfullycompletethe #XXXhXU#Ԁ project .,/ withintheproposed scheduleorontime.QXXXX /-0%% #XXXQXV# 9   PointsPossible: 50     QXXXX5) 9 #XXXQXRW#hXXXX0  Proposingfirmsreferencechecks.Referencechecksmaynotbelimitedtospecificreferencescitedby  Proposer.#XXXhXW#QXXXX%% #XXXQXxX# 9   PointsPossible: 50 󀀀 QXXXX  6)0 9   9   #XXXQXY#hXXXXProposedconsultant(s)referencechecks.Referencechecksmaynotbelimitedtospecificreferencescited  09%9%byProposer.#XXXhXY#QXXXX%% #XXXQXZ# 9   PointsPossible: 50 QXXXX   L w((yL#XXXQX1[# QXXXX 9 #XXXQX[#7)0 9 09%9%hXXXXDocumentedqualificationsandexperienceof#XXXhXL\#proposedconsultanthXXXX(s)withemphasisondocumentedexperience m `  insuccessfullycompletingworkonprojectsofsimilarsizeandscopetothoserequiredbythisSolicitation,specifically,#XXXhX\#proposedconsultanthXXXX(s)shallberatedonthefollowingqualifications: x  f! #XXXhX]#hXXXXM @ %% f:XXX9Fr` h xf!(#%X XFr` XXf!f 0 9 09%9% %% 0 9 09%9%A.Documentedknowledgeofintegratingimagingsolutionsintotheworkflow.#XXXhXj^#- %%  9   PointsPossible: 20 hXXXX  0 9 09%9% %% 0 9 09%9%B.#XXXhX+`#hXXXXProposingconsultant(s)documentedexperienceinsuccessfullycompletingprojectsofsimilarsizeand  scopetothoserequiredbythisSolicitation.Toqualifyformaximumpointspossible,proposingconsultant(s)shallhaveaminimumoffive(5)yearsexperienceprovidingImagingassessments.#XXXhX`#ԀhXXXXEmphasisplacedon  subjectcompaniesoragencieswhereimagingsolutionsforclaimsprocessingandotherhumanservicesrelatedactivitieswereprovided.#XXXhXXb#%%  9   PointsPossible: 50 hXXXX  0 9 09%9%#XXXhXc#hXXXX0F%%0rF%F% r%r% 0 9 09%9%C.Possessesdocumentedinformationsystemstechnologybackgroundandonjobexperienceinprovidingsystemsolutions.#XXXhXd#Ԁ}p%%  9   PointsPossible: 10  m` 8)0 9 hXXXX09%9%ProposedConsultant(s)documentedexperience#XXXhXe# inaccessingavarietyofimagingsolutionsincluding,butnot M@ limitedto,imagingvendors,inhousedevelopmentandoutsourcing.0%%0 %%=0 % %  9   PointsPossible: 75   -   9 0  0F%%  F%F%  0 9 09%9% Ifateamapproachisproposedeachmemberoftheteamwillbeevaluatedandtheirawardedpointswillbe    averaged.  !%%  9   Firm  " #  9   MaximumOverallTechnicalPoints,EvaluationCriteria#14: 285 0  0 %%#!$ % %  9   MinimumOverallTechnicalPoints,EvaluationCriteria#14,toQualifyforConsideration: 200 $"%  9   Consultant(s) 0 9 09%9%MaximumOverallTechnicalPoints,EvaluationCriteria#56: 205 0%%0 %%'%( % %  9   MinimumOverallTechnicalPoints,EvaluationCriteria#56,toQualifyforConsideration: 150  }(p&)  9   0 9 09%9%Proposalsnotmeetingtheminimumoveralltechnicalpointsforthefirmand/ornotmeetingminimumoverall ]*P(+ technicalpointsfortheconsultant(s)shallberejected.M+@),%%  TX X9e ` XXf!X XXFr` XXf!(#XT  9  e   7.0  e ProposalPreparationandSubmission -- +.  TheOregonDepartmentofHumanServices,500SummerStreetNE,MailingCodeE03,Salem,Oregon97310   1080,Attention:DwightEndicott,DHSContractsCoordinator,isthesolepointofcontactwithinStategovernmentforthepurposeofthisSolicitation. ProposalsmustbereceivedbytheDHSContractsandProcurementUnit,nolaterthantheduedateandtimespecifiedinSection2.ProposalsmaybedeliveredviaU.S.Mailorcourierto500SummerStreetNE,MailingCodeE03,Salem,OR973101080,orfaxedto5033737365,andmustreferenceDHSSolicitation#1150. XXXXԀNeither  latenorelectronicproposalstoSolicitation#1150willbeaccepted;postmarkswillnotbeconsidered.#XXX Xo# XXXXProposalsshallbesubmittedastwo(2)separatedocuments:1)0 9 QualificationsandTechnicalProposal;andm ` 9%9% 2)0 9 CostProposal.#XXX XUp# XXXX] P 9%9% #XXX XGq# XXXXBothpartsoftheproposalshallbesignedbytheProposeroranauthorizedrepresentative.#XXX Xq#Ԁ XXXXProposalsnotin M @  compliancewithSection4through4.3maybeconsiderednonresponsiveandrejected,atDHSssolediscretion.Anyproposalsubmitted,unlesswithdrawnbeforetheProposalduedatespecifiedinthisSection,shallremainavalidproposal,bindingontheContractorandirrevocable,forsixty(60)daysaftertheproposaldeadlineoruntilagreement(s)areapprovedandexecuted,whichevercomesfirst.Thisperiodmaybeextendeduponmutualagreementoftheparties.#XXX XFr#(XXXXAlthoughpricewillbeaconsiderationwhenengagingaContractor,theintentwillbetoprovideDHSwithqualifications,performancehistory,expertise,andknowledgeforthisSolicitation.Thesewillbeprimaryconsiderationsintheselectionprocess.TheProposerwiththelowestcostwillnotnecessarilychosen.DHSreservesthesolerighttomakethisdetermination.#XXX(Xt#Ԁ Thecontract,ifany,includingamendments,resultantofthisSolicitation  shallnotexceedanaggregateof$75,000.00perOAR1250200330.   8.0 0 e AddendatotheSolicitation }pe%e% AnyAddendawillbeissuedbytheContractsandProcurementUnitofDHS.Anyinterpretation,correction,orchangetothisSolicitationwillbemadebywrittenAddenda.Interpretations,corrections,orchangestothisSolicitationmadeinanyothermannerwillnotbebindingandProposersshallnotrelyuponsuchinterpretation,corrections,orchanges.ProposersmaynotconsideranycommunicationsinterpretingorclarifyingprovisionsofthisSolicitationwithanyperson,Statesdesignatedrepresentativeorotherwise,unlessintheformofofficialwrittenAddendatotheProposal.#&ƪ%XX?#x%&ƪ#&ƪ%xy#XX%&ƪ 9.00 e InquiriesRelatingtothisSolicitation  !e%e% Inquiries,includingrequestsforexplanationsofthemeaningorinterpretationofprovisionsofthisSolicitationmustberequestedbyProposersinwriting,andmustarriveattheIssuingOfficebytheduedateforProposalsnotedinSection2.0,ProcurementSchedule.QuestionsmaybesubmittedtoDwightEndicott,ContractsandProcurementUnit,500SummerStNE,MailingCodeE03,SalemOR973101080ortransmittedviafaxto5033737365.#&ƪ%XX z#x%&ƪ#&ƪ%xe|#XX%&ƪ 10.00 e ReservationofDHSRights/RighttoAward,RejectorNegotiate %&$'e%e%  XXXXDHSreservesallrightsregardingthisSolicitation,including,withoutlimitation,theright: '%( HX Xr4,D"X X9e ` XXf!H1)0  #XXX X;}#toamendorcancelthisSolicitationandresultingcontract,ifany,withoutliabilityifitisinthebestinterestof (%) thepublictodoso XXXX(&*%% 2)0  #XXX X~# XXXXtoextendthedeadlineforsubmittingproposals;)'+%% 3)0  #XXX XT#seekclarificationsofeachproposal,and/ortoawardacontractswithoutfurtherdiscussionoftheproposals *(, submitted.DHSreservestherighttomodifytheproposedSolicitationrequirementspriortoissuingacontractforexecutionwithsuccessfulproposerstothisSolicitation,andmaynegotiateadditionalchangeswiththose proposers;-+/%%  XXXX4)0  #XXX X#torejectaProposaliftheProposerattemptstoomitormodifyanyofthetermsandconditionswithoutproper    explanation; %% 5)0  torejectanyandallproposalsreceivedbyreasonofthisrequest,ortonegotiateseparatelyinanymanner  necessarytoservethebestinterestofthepublic XXXX;%% 6)0  todetermine,initssolediscretion,whetheraproposaldoesordoesnot,substantiallycomplywiththe  requirementsofthisSolicitation; %% #XXX XG# XXXX7)0  towaiveanyminorirregularity,informality,ornonconformancewiththeprovisionsorproceduresofthis  Solicitation; %% #XXX Xm# XXXX8)0  atanytimepriortoenteringintoaContract,ifany,(includingafterannouncementoftheapparentsuccessful   Contractor(s)): %% EXX,` D"X Xr4,D"E0  a)torejectanyproposalthatfailstosubstantiallycomplywithallprescribedsolicitationproceduresandrequirements;and %% 0  b)torejectallproposalsreceivedorcancelthisSolicitationuponafindingbyDHSthatitisinthepublicinteresttodoso; %% EX X` D"XX,` D"E9)  toengageContractorsbyselectionorprocurementindependentofthisSolicitationprocess,ortheContracts -    establishedunderit;#XXX X`# XXXX10) X 0  torequireContractortoreplace(withoutanyContractorrecourse)anyKeyPersonengagedbyContractatany   timeduringtheContractperiodwhoceasesaffiliationwiththeContractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS. %% #XXX Xۈ# HX X,` D"X X` D"H11.00  AwardNotice %% PerOregonAdministrativeRule1250200360,everyProposerwhosubmitsaproposalshallbenotifiedofitsselectionstatus.ProposedtermsandconditionswhichmayapplytoacontractresultingfromthisSolicitationarefurtherdefinedin ExhibitBContractualTermsandConditions. DHSreservestherighttomodifythese  proposedtermsandconditionspriortoissuingacontractforexecutionwithsuccessfulproposerstothisSolicitation,andmaynegotiateadditionalchangeswiththoseproposers. 12.00  ReleaseofInformation]P%%  NoinformationshallbegiventoanyProposer(oranyotherindividual)relativetoHis/Herstandingwithother M@ ProposersduringtheSolicitationprocess.NoProposer(oranyotherindividual)shallbeadvisedofthepricesproposedbyotherOfferorsduringtheSolicitationprocess. 13.00  PublicInformation   %% Allproposalsarepublicinformationaftertheproposalshavebeenopenedandallprotestsarepublicinformationaftertheprotestperiodends.Copiesofpublicinformationmayberequestedbyanyperson.Ifanypartofaproposalorprotestisconsideredatradesecret,theProposermustclearlydesignatethatportionasconfidentialinordertoobtainprotection,ifany,fromdisclosureatthetimeofsubmission.SeeOregonRevisedStatutes(ORS)192.501(2);ORS646.461to646.475.ApplicationoftheOregonPublicRecordsLawshalldetermineiftheconfidentialinformationclaimedtobeexemptisinfactexemptfromdisclosure.Intheeventofapublicrecordsrequest,Proposerswillbenotifiedpriortothereleaseofanyinformation. 14.00  CostofProposals }(p&)%% AllcostsincurredinpreparingandsubmittingaproposalinresponsetothisSolicitationaretheresponsibilityoftheProposerandshallnotbereimbursedbyDHS. 15.0  RecyclableProducts =,0*-  Contractorsshalluserecyclableproductstothemaximumextenteconomicallyfeasibleintheperformanceofthe -- +. contractworksetforthinthisdocument.  /-0  16.00   XXXXWithdrawalofProposals  %% IfaProposerwishestowithdrawasubmittedproposal,itmustbewithdrawnpriortotheproposalduedateindicatedinSection2.0.AwrittenrequesttowithdrawmustbesignedbytheProposerandsubmittedtothenameandaddressspecifiedforsubmittingproposals.#XXX X"#       F   ExhibitAStatementofWorkΕAcknowledgedandAgreedbytheParties:   ThetasksshallbeperformedusingestablishedDHS/OISdevelopment,maintenanceandacceptancecriteria  methodologiessetforthinDHSsInformationSystemsStandardsandProceduresManual.WrittendocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManual.@* IntheabsenceofestablishedDHS/OISdevelopment,maintenanceandacceptancecriteriamethodologies,   ContractorshallcompleteallworkdescribedintheStatementofWorkaccordingtomethodologiesandstandardsthatconformtodocumentationstandards,definitions,andrecommendedpracticesknowntobegenerallyacceptedintheindustry,unlessotherwiseapprovedinwritingbyDHS.Unlessongoing,eachtaskshallbecompletedwithinthetimeframeandapprovedbytheDHSProjectManagerandunlessoverlapping,workshallnotbestartedonthenexttaskuntiltheprioroneiscomplete.Ifoverlappingtasks,thenworkshallbecloselymonitoredbytheDHSProjectManagerandstoppediftheDHSProjectManagerdoesnotapprovethepriortask.DHSshallsupplyContractorwithaccessto1)  RequiredDHSdesignatedmanagementandstaff;  2)  HighlevelanalysisdocumentassessingexistingimagingSW/HW,businesspracticesandworkflow;and  3)0  DHSAdvancePlanningDocument(APD)containinginputsregardingfutureimagingfunctionalityandvolume  expansionneeds. ` %%    $XXXX#XXX$X,#hXXXXQ+ 4 <DL!XX,` D"Q[  h XhX_h   [  #_r#) #)&%) |#)XX%)&Task#1:Research,Assess,AnalyzeandRecommendHighLevel,EnterpriseWideImagingSolutionsand }p BestPractices. [J݌ m` Ќ )XXX)XhXXX)X  } }{ {x x  L h(wLContractorshallresearch,assess,analyzeandrecommendhighlevel,enterprisewideimagingsolutionsandbest ]P practices#h&%XhXΞ#hXX%h&#XXXhX#)XXXXԀfortheDHSintegratedEDMSandprovidebothwrittenandelectronicversiondocumentincludingthe M@ followingnine(9)#XXX)Xm#)XXXX#)&%X)X+#)XX%)&Ԁareaspecificdocumentsasdescribedwithinthistask. Contractorshallincludeconsiderationof =0 thefeasibilityofextendingexisting #XXX)X:#hXXXXimagingapplications,asdescribed#XXXhXg#)XXXX#)&%X)X|#)XX%)&inDHS#XXX)X̣#highlevelanalysisdocument -  assessingexistingimagingSW/HW,businesspracticesandworkflow#&ƪ%XX#XX%&ƪ)XXXX,tomeet #XXX)X #hXXXXpotentialdocumentmanagement  needsofthefuture,integratedEDMS#XXXhX^#)XXXX#)&%X)X#)XX%)& asisdeterminedthrougheachofthe nine(9)areaspecificdocuments.#)&%X)X8#)XX%)&#XXX)X#)XXXX      Contractorshallincludethenamesofbusinesses,rankthemandprovideestimatedcostrangesforthosesolutions !" whichmeet#XXX)X##&ƪ%XXͦ#XX%&ƪhXXXXpotentialdocumentmanagementneedsofthefuture,integratedEDMS#XXXhXA#)XXXX#)&%X)X"#)XX%)& asisdeterminedthrougheach " # ofthe nine(9)areaspecificdocuments.#)&%X)X#)XX%)&#XXX)XŨ#)XXXX  #!$ L ](hL 3   'XXXX'32  1  )3  0    CapacityPlanningDocument: ContractorshallprepareacapacityplanningdocumentevaluatingDHS %#& capacityrequirementsforbothcurrentandfutureplans,aswellasprojectionsfor#XXX)X#hXXXXhighlevel,enterprisewide#XXXhX5#)XXXX#)&%X)X#)XX%)& &$' solutions.DHSidentifiedfuturetechnologyrequirementsinclude,butarenotlimitedto,#)&%X)Xլ#)XX%)&#XXX)X#)XXXXԀIntelligentCharacter '%( Recognition/OpticalCharacterRecognition/OpticalMarkRecognition(ICR/OCR/OMR)technologyandtheabilitytoallowforpowerdataentryandallowforhighvolumeprocessing,asdefinedbyDHS.3݌ %% Ќ  [  ) X)X_)   #_ȭ#) #)&%) #)XX%)&[  E+f f <DL!XXXE[݌̌ )XXX)X)XXX)X  } }{ {x x  E C \ $(]C*Xff X*  Relevantresearchshallinclude,butnotbelimitedto, M+@), /)&%XXX)X/L ^($\L 3   )XX%)&  32  1  )3  0    Volumeincreasesofdocumentsandusers;3ײ݌=,0*-%% Ќ   3     32  2  )3  0    AbilitytoleveragethecurrentDHSpilotimagingsystem;3ҳ݌-- +.%% Ќ   3     32  3  )3  0    StrategyguidelinesbasedonDHSsuppliedneeds(e.g.responsetimeperimagingfunctionality,suchas3ߴ݌.,/%% Ќ      easeofretrieval);  /-0 F  X)    3     3u2  4  )3  0    Typeofarchitecturerequiredtomeettheenterprisewiderequirements(e.g.thinclient);3u݌ %% Ќ   3     32  5  )3  0    FunctionalityrequiredtomeetDHScurrentandfutureservicelevelatthedesktop,asidentifiedbyDHS;3ٷ݌%% Ќ   3     3޸2  6  )3  0    ThatDHSimagingsolutionisefficientincapturing,managing,processing,storinganddistributing  documentsandwillenableDHStobecomeincreasinglyresponsivetochangingprocessesorregulations,simultaneouslyimprovingproductivityandservicestoclients;#XXX)X#)XXXX3޸݌%% Ќ   3     32  7  )3  0    Thatthesolution(s)smanagethecreation,revisionanddistributionofelectronicdocumentsandhas*XX*3F݌%% Ќ  XE   thecapabilitytomanagealldocumentsinacomprehensivemanner;and     3   32  8  )3  0    Thattheplatformseamlesslyintegrateswiththestandardcomputingenvironments.#)&%X)X#) %)&#) #) 3)݌%% Ќ     /)&%XX) /+)XXXX%)&+ EX C \ $(^C-XXX-Ӏ0  RecommendationsofSW/HWshallinclude,butnotbelimitedto,purchasesthatwouldbeneededtomeetthe    capacityneeds,including,butnotlimitedtothenumberofjukeboxes,printersorclientservers,etc./)&%XXX)X޾/+)XXXX%)&+#XXX)X8#)XXXX %% H.---4 <DL!XXHC 1 $$\C ,E Ӏ    x   -XX---4X-2)0  CapacityPlanningDocument:Hardware/SoftwareComparisonDocument(ArchitecturalRequirements)u h %%  -XXXX-0  Contractorshalldevelopcapacityplanninghardware/softwarearchitecturalrequirementscomparisondocument. eX  Relevantresearchshallinclude,butnotbelimitedto,#XXX)X#/&ƪ%XXXX/ )&%%&ƪ+)XXXX%)&+UH %% L `($1L 3   -XXXX-  32  1  )3  0    Extensibility(functionalityexpansion)andabilitytomanagevariedDHSworkflowsandformsas E8 functionalitytoimagingacrosstheenterpriseisadded;3S݌ %% Ќ  L a((`L 3     32  2  )3  0    Documentmanagement,storage,captureandretrievalfunctionscapableofmanaginganyformofdigital % documentandthatprovidereasonableeaseforausertoindexandcategorizedocumentsusingthemanagementtool;3݌ %% Ќ   3     32  3  )3  0    Systemsupportsbothpersonalandhighspeedbatchdocumentprinting,publicationofdocumentcollections  toCDformatandexportationofdocumentsforusebyathirdpartyshouldDHSrequirethisfunctionality;3݌ %% Ќ   3     3G2  4  )3  0    Compatibilitywithothertools,currentOISstandardtoolsetsandthirdpartyapplications,allowing  documentstobeextracted,containedbyastandardfileformatandprovisionforanefficientexportationfacilitythatwillallowforeaseoftransferringdocumentsthroughouttheenterprise;3G~݌ %% Ќ   3     3K2  5  )3  0    Flexibilitytoquicklyreacttotheunpredictablenatureofcapturerequirementchangesacrossanentire  organization;3K݌ %% Ќ   3     32  6  )3  0    Storagemanagementarchitectureandindexingcapabilitiesthatallowforfastretrievalforactivedocuments, x whileprovidinglowcostarchivingfunctionality;3݌ %% Ќ   3     32  7  )3  0    Read,add,change,andinquiryfunctionalitiesthatallowforreasonableease/)&%XXX)X:/+)XXXX%)&+#XXX)X#)XXXXԀtolearnandimplement;3U݌eX%% Ќ   3     32  8  )3  0    Estimateddesktopupgradecosts,ongoingmaintenanceandlicensingcosts,minimalcostsofaddons,e.g. UH Scalability(easeandcoststoupgradeandexpand);3*݌ %% Ќ   3     3o2  9  )3  0    Responsetimeespeciallyindeliveringdocumentstothedesktopandincludefunctionsforpersonal 5 (  manipulationofthedocuments,suchasannotation,copyingandprinting;3o݌ %% Ќ    10)OCR/ICR/OMRandWebenabledfunctionality;  11)EaseofsystemadministrationandlevelofrequiredStatestaff;  12)Vendorhelpdesksupport;  13)Supplierresponsetime(s)tosysteminterruptionsorfailures;  14)Securityfunctionalityonalllevelsincluding,butnotlimitedto,user,data,application;  15)Proposedlongevityofequipment;  16)Compare/contrastsoftwaredevelopedinhousewithvendorsolutionavailability;and  17)Providefordatacaptureandextraction.L h(aL  #)&%X)X+#) %)&#) y#) H.---4 <DL!XXHC \ $hC#)&%) #)XX%)&  3)   CompatibilityAssessmentDocument:  *(+    ContractorshallanalyzeandevaluateDHSmaintainingtodaysnonstandardtoolsandassesstheimpactofnotutilizingexitingOISstandardtools,platformsandinfrastructure.  ,E+ 4 <DL!---4XE Q $XX$ 4)   ConversionImpactDocument:  m.`,/   Contractorshall#XXX)X#)XXXXԀanalyzeandevaluate#XXX)XS#)XXXXԀconversionimpactofDHSconvertingtootherimagingtoolsincluding,    butnotlimitedto,whatothertoolsarerecommendedoutsidecurrentHW/SW,whatwouldbeDHSconversionandimmigrationefforts,andwhatwouldbetheimpactoncurrentDHScustomers.  QB+ 4 <DL!XBB.---4 <DL!XB ,   5)   ProvideBestPracticesforIncorporatingImagingintotheWorkflowProcessesandCreateChange  RequestImpactDocument:      Contractorshallassesscurrentandfutureworkflowassessments,businesspractices,andfutureneedsthatmayhinderorenhancetheefficiencyorresponsetimeofourexistingandfutureimagingsystemsandshallstatetheseverityofimpact.Thisassessmentshallinclude,butisnotlimitedto: L bj($\L 3     3"2j  1  )3  0    DHShassomeunindexedqueries; C 3"Y݌} p %% Ќ   3     3 2j  2  )3  0    DHSdoesnotuseprefetch; 3 W݌m ` %% Ќ   3     32j  3  )3  0    Addingnewlayersofsecurity; C 3Q݌] P %% Ќ   3     32j  4  )3  0    UsingMobiusvs.ComputerOutputtoLaserDisc(COLD)reporting;  3N݌M @ %% Ќ   3     362j  5  )3  0    Currentlyusingreadonlyfunctionality;  36m݌=0 %% Ќ   3     3>2j  6  )3  0    Impactadditionalfunctionsoutsideofreadonly(seeDocument#6).3>u݌- %% Ќ         ;    C      K     Q,C \ $(bC*X---4X* 6)   ChangeControlGuidelinesDocument:      Contractorshalldevelopastepbystepassessmentguidefordeterminingthepotentialimpactofmakingchanges,addingnewSW/HWandaddingfunctionalityand/oruserstotheexistingimagingsystem.Theassessmentguideshalladdressquestionsincluding,butnotlimitedto,L cz($\L 3     3@2z  1  )3  0    WhatshouldDHSwatchoutfor;and3@w݌%% Ќ  L d((cL 3   0  32  2  )3  0%%  WhatquestionsshouldDHSaskandwhereshouldtheybedirectedto.3݌%% Ќ     7)   StaffingProjectionsandRoles/ResponsibilitiesDocument:    ,Q'XX'  Contractorshall#XXX)X#)XXXXԀanalyzeandevaluate#XXX)X#)XXXXԀstaffinglevelrequirementsandstaffrolesandresponsibilitiesfortheDHS  EDMS.Thisshallinclude,butnotbelimitedto,  #XXX)X#)XXXX }p L e((dL 3   q,B+M My <DL!XB #XXX)X#)XXXX3h2  1  )3  0    IdentifywherethedivisionbetweenbusinessandOISrolesinadministeringimagingbeginandend;3h3݌m`%% Ќ  #XXX)X# 3   )XXXX3T2  2  )3  0    HowmanyOISversusbusinessstaff;3T݌]P%% Ќ   3   3]2  3  )3  0    SkilllevelneededforbothbusinessandOIS;  3]݌M@%% Ќ   3   3]2  4  )3  0    Initialtrainingneeds;and  3]݌=0%% Ќ   3   3K2  5  )3  0    Ongoingtrainingneeds.3Kv݌- %% Ќ  L \$(eL  ,qH.4 <DL!MMy XHH.---4 <DL!, XHC \ $$\C   8)   SecurityNeedsAssessmentDocument:     -X---4X-   Basedonthedatastoredortobestoredontheimagingsystem,asdescribedbyDHS,Contractorshallanalyze,evaluate,#XXX)X#)XXXXԀdocumentandrecommendsecurityrequirementsincluding,butnotlimitedto, !" L g($\L 3     32  1  )3  0    Whatlevelsofsecurityareandwillbeneeded;  3݌" #%% Ќ   3     32  2  )3  0    Whenwillthenumberoflayersofsecurityimpactsystemefficiency;  3݌#!$%% Ќ   3     32  3  )3  0    BothintranetandInternetsecuritybestpractices;and K 3݌$"%%% Ќ   3   0 XX0  32  4  )3  0    Bestpracticesforadministeringsecuritybasedonbusinessfunction,needs,confidentialityandauthority %#& (rolesandresponsibilities).#XXX)X#)XXXX3U݌&$'%% Ќ  L \$(gL ,H+ 4 <DL! XH   'XXXX'9)  OutsourcingFeasibilityStudyDocument: }(p&) -XX,XXXX- 0  Contractorshallperformafeasibilitystudy,basedupondatagatheredfromproceeding eight(8)areaspecific m)`'* documentsforconsiderationofoutsourcingallorpartoftheEDMS.Contractorshallevaluatechangesorrequirementsincluding,butnotlimitedto, %%   1)0  Modificationstospaceandfacilities;=,0*-%%   2)0  Training;-- +.%%   3)0  Staffingeffects,increasesordecreases;.,/%%   4)0  Changesinprocedures; /-0%%   5)0  Changesinforms;/-1%%   6)0  Organizationalchanges;and %%   7)0  Security ` #XXX)Xm#)XXXX #XXX)X#)XXXX%% #XXX)X#$XXXXDeliverable:  #XXX$Xs# ContractorshalldeliverawrittenreportconsistentwiththeTask#1narrativetotheDHSProjectManagerfor  acceptanceandapproval.)XXXXԀ#XXX)Xw#DHSProjectManager)XXXXԀshallreviewdelivered,finalworkproductanditscomponentsfor  thoroughnessandcompleteness.#XXX)X#DHSProjectManager)XXXXԀshallsignoffonresearch,findingsanddocumentation#XXX)X#)XXXXthat  arecomplete.ContractorshallmakecorrectionsapprovedbytheDHSProjectManager#XXX)X#XXXX.#XXXX#$XXXX   #XXX$X # Uponfinalacceptance andapprovalthroughtheDHSProjectManager,theContractorshallmakepresentationof } p  thesematerialstotheDHSidentifiedstaffforacceptanceandapproval.Contractorshall)XXXXmakecorrectionsapproved m `  bytheDHSProjectManager#XXX)XR#XXXX. #XXXX#$XXXX ] P  DeliverableDueDate:#XXX$X%#Ԁ$XXXX 35calenderdaysaftercontractexecution #XXX$X# =0  )XXXX#XXX)X%#,    ExhibitBPersonal/ProfessionalServicesTermsandConditions~ I.0  EFFECTIVEDATEandDURATION %% Thiscontractshallbecomeeffectiveonthedatethiscontracthasbeensignedbyeverypartyhereto,and,whenrequired,approvedbyDepartmentofAdministrativeServicesandDepartmentofJustice.Unlessterminatedorextended,thiscontractshallexpirewhenDHSacceptsContractorscompletedperformanceoron XXXXX ,  whicheverdateoccursfirst.ExpirationshallnotextinguishorprejudiceDHSsrighttoenforcethiscontractwithrespecttoanybreachofaContractorswarrantyoranydefaultordefectinContractorperformancethathasnotbeencured. II.0  PURPOSE ] P %% ThiscontractprovidesforInformationTechnologyservicestoenhanceandmaintainDHSssystemsincludinganalyzing,designing,coding,testingandimplementingidentifiedsystemchangesandprovidingrequireddocumentation. III.0  STATEMENTofWORK  %% Thestatementofwork(the Work)includingthedeliveryscheduleforsuchworkiscontainedinExhibitA,attachedandincorporatedbyreferenceintothiscontract.Contractoragreestoperformtheworkinaccordancewiththetermsandconditionsofthiscontract. IV.0  CONSIDERATION %%  A .0  DHSagreestopayContractorforaccomplishingtheWorkasrequiredbythiscontract,plusanyallowable  expensesandanytravelandotherexpensereimbursementwhennotedherein.PaymentforallworkperformedunderthiscontractshallbesubjecttotheprovisionsofORS293.462andshallnotexceedthetotalmaximumsumofXXXXX. %%  #&ƪ%XX#B.) 0  XX%&ƪInterimpaymentsshallbemadetoContractorfollowingDHSsreviewandapprovalofinvoicessubmitted I< byContractor. %%   C .0  Contractorshallnotsubmitinvoicesfor,andDHSwillnotpay,anyamountinexcessofthemaximum   compensationamountsetforthabove.Ifthismaximumcompensationamountisincreasedbyamendmentofthiscontract,theamendmentmustbefullyeffectivebeforeContractorperformsworksubjecttotheamendment.ContractorshallnotifyDHS'sContractAdministratorinwritingthirty(30)calendardaysbeforethiscontractexpires,oftheupcomingexpirationofthecontract.Nopaymentwillbemadeforanyservicesperformedbeforethebeginningdateoraftertheexpirationdateofthiscontract,asitmaybeamendedfrom #!$%%    timetotimeinaccordancewithitsterms. $"%  D. 0  Contractorshallsubmitmonthlyinvoicesforworkperformed.Theinvoicesshalldescribeallwork &|$' performedwithparticularityandbywhomitwasperformedandshallitemizeandexplainallexpensesforwhichreimbursementisclaimed.TheinvoicesshallalsoincludethetotalamountinvoicedtodatebyContractorpriortocurrentinvoice.Contractorwillspecificallynotetheappropriateinvoicewhenonethirdandtwothirdsofthemaximumcontractamount,includingexpensereimbursement,hasbeenexpended.ContractorshallsendinvoicestoDHSsContractAdministrator(seeE.,below). %%  E. 0  TheDHSemployeeassignedtomonitorcontractcompliance,authorizepaymentandactasDHSsContract - +. Administratoronmattersconcerningthiscontractshallbe: %%    /-1 L_c  XXXXordelegate  OfficeofInformationServices  OregonDepartmentofHumanServices  500SummerSt,NE  SalemOR97310    V.0  TRAVELandPERDIEM%%  Notravelorotherexpensesshallbepaidinadditiontothecostherein.   VI.0  CONTRACTinitsENTIRETY } p %% 0X,XS` XXX,X0ThisContractconsistsofthisdocumentandincludesthefollowinglistedexhibitswhicharelistedindescendingorderofprecedenceandareattachedandincorporatedintothisContractbyreference: A. 0  ExhibitA:0S%%StatementofWork=0 S%S%  B. 0  ExhibitB:0S%%GeneralProvisions- S%S%  C. 0  ExhibitC:0S%%CertificationStatementforIndependentContractorS%S%  D.   ExhibitD:0 S ConfidentialityAgreement S%S% L 4($\L 3   3h2  A  .3  0    ExhibitE:0S%%CriminalHistoryAgreement3h݌S%S% Ќ  L ((4L F.   Exhibit F:0 S Solicitation#1150S%S%  G.   ExhibitG:0 S ContractorsProposaltoSolicitation#1150 S%S%  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.   9X,X` XX,XS` X9VII.0  MERGERCLAUSE;WAIVER %% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven.ThefailureofDHStoenforceanyprovisionofthiscontractshallnotconstituteawaiverbyDHSofthatoranyotherprovision. - 4XX,X` X-  GeneralContractProvisions"  "#&ƪ%XX!#^Բ_%&ƪ #&ƪ%_^Բ&##XX%&ƪTHEFOLLOWINGARETHESTANDARDPROVISIONSWITHINCONTRACTSFORTHESTATE {"n # OFOREGONINTHEEVENTACONTRACTISOFFERED. #&ƪ%XXl##^Բ_%&ƪ #&ƪ%_^Բ<$#XX%&ƪ1.0  IndependentContractor;ResponsibilityforTaxesandWithholding $"&%% 6X X` D"4X6  0  a. 0%%ContractorshallperformallrequiredWorkasanindependentcontractor.AlthoughDHSreservestheright %#' to(1)determine(andmodify)thedeliveryschedulefortheWorktobeperformedand(2)evaluatethequalityofthecompletedperformance,DHScannotandwillnotcontrolthemeansormannerofContractor'sperformance.ContractorisresponsiblefordeterminingtheappropriatemeansandmannerofperformingtheWork. %% 0  b. 0%%IfContractoriscurrentlyperformingworkfortheStateofOregonorthefederalgovernment,Contractor y+l)- bysignaturetothiscontractdeclaresandcertifiesthat:ContractorsWorktobeperformedunderthiscontractcreatesnopotentialoractualconflictofinterestasdefinedbyORS244andnorulesorregulationsofContractorsemployingagency(stateorfederal)wouldprohibitContractorsWorkunderthiscontract.Contractorisnotan officer, employee,or agentofDHS,asthosetermsareusedinORS30.265. %% 0  )0.2%% L%     0  c. 0%%Contractorshallberesponsibleforallfederalorstatetaxesapplicabletocompensationorpaymentspaid   toContractorunderthiscontractand,unlessContractorissubjecttobackupwithholding,DHSwillnotwithholdfromsuchcompensationorpaymentsanyamount(s)tocoverContractorsfederalorstatetaxobligations.ContractorisnoteligibleforanySocialSecurity,unemploymentinsuranceorworkerscompensationbenefitsfromcompensationorpaymentspaidtoContractorunderthiscontract,exceptasaselfemployedindividual. %%  2.0  SubcontractsandAssignment;SuccessorsinInterest %% 0  a. 0%%ContractorshallnotenterintoanysubcontractsforanyoftheWorkrequiredbythiscontract,orassignor   transferanyofitsinterestinthiscontract,withoutthepriorwrittenconsentofDHS.InadditiontoanyotherprovisionsDHSmayrequire,ContractorshallincludeinanypermittedsubcontractsunderthiscontractarequirementthatthesubcontractorbeboundbySections2,6,7,11,and15ofthisexhibitasifthesubcontractorweretheContractor.DHSsconsenttoanysubcontractshallnotrelieveContractorofanyofitsdutiesorobligationsunderthiscontract. %% #&ƪ%XX$#]b%&ƪ#&ƪ%]b/#XX%&ƪ0  b. 0%%Theprovisionsofthiscontractshallbebindinguponandshallinuretothebenefitofthepartieshereto,and   theirrespectivesuccessorsandpermittedassigns,ifany. %% &  #&ƪ%XX$0#]b%&ƪ#&ƪ%]bo1#XX%&ƪ 3.0  NoThirdPartyBeneficiaries. DHSandContractoraretheonlypartiestothiscontractandaretheonly M@ parties'@1entitledtoenforceitsterms.Nothinginthiscontractgives,isintendedtogive,orshallbeconstruedtogiveorprovideanybenefitorright,whetherdirectly,indirectlyorotherwise,tothirdpersonsunlesssuchthirdpersonsareindividuallyidentifiedbynamehereinandexpresslydescribedasintendedbeneficiariesofthetermsofthiscontract. %% #&ƪ%XX1#]b%&ƪ #&ƪ%]b4#XX%&ƪ4.0  FundsAvailableandAuthorized;Payments %% 0  a. 0%%ContractorshallnotbecompensatedforWorkperformedunderthiscontractbyanyotheragencyor  departmentoftheStateofOregon.DHShassufficientfundscurrentlyavailableandauthorizedforexpendituretofinancethecostsofthiscontractwithinDHS'sbiennialappropriationorlimitation.ContractorunderstandsandagreesthatDHS'spaymentofamountsunderthiscontractattributabletoWorkperformedafterthelastdayofthecurrentbienniumiscontingentonDHSreceivingfromtheOregonLegislativeAssemblyappropriations,limitations,orotherexpenditureauthoritysufficienttoallowDHS,intheexerciseofitsreasonableadministrativediscretion,tocontinuetomakepaymentsunderthiscontract. %% 0  b. 0%%DHSwillonlypayforcompletedworkthatisacceptedbyDHS. !%% #&ƪ%XXb4#]b%&ƪ#&ƪ%]b8#XX%&ƪ 5.0  RepresentationsandWarranties!#%%  0  a.0%%ContractorsRepresentationandWarranties :ContractorrepresentsandwarrantstoDHSthat(1) " $ Contractorhasthepowerandauthoritytoenterintoandperformthiscontract,(2)thiscontract,whenexecutedanddelivered,shallbeavalidandbindingobligationofContractorenforceableinaccordancewithitsterms,(3)theWorkunderthiscontractshallbeperformedinaccordancewiththenormalskillandcareandprofessionalstandardsofotherprofessionalsperformingsimilarservicesundersimilarconditions,(4)Contractorshall,atalltimesduringthetermofthiscontract,bequalified,professionallycompetentanddulylicensedtoperformtheWork,(5)allcomputerhardwareandsoftwaredeliveredunderthiscontractwill,individuallyandincombination,correctlyprocess,sequence,andcalculatealldateanddaterelateddataforalldatespriorto,throughandafterJanuary1,2000and(6)anysoftwareproductsdeliveredunderthiscontractthatprocessdateordaterelateddatashallrecognize,storeandtransmitdatedatainaformatwhichexplicitlyandunambiguouslyspecifiesthecorrectcentury. %% 0  b.0%%ContractorsLimitationofLiability :Contractorsliabilitywithrespecttoitems(5)and(6)ofsubsection -+0 5aaboveshallnotexceed:(1)twicethetotalcontractamount(includinganyamendments)or(2)$100,000whicheverisgreater./-2%% #&ƪ%XX8#]b%&ƪ    #&ƪ%]b?#XX%&ƪ c.0  WarrantiesCumulative :Thewarrantiessetforthinthissectionareinadditionto,andnotinlieuof,any  otherwarrantiesprovided. %% &  6.0  OwnershipofWorkProduct. AllworkproductofContractorthatresultsfromthiscontract("theWork }p Product")isthe'@exclusivepropertyofDHS.DHSandContractorintendthatsuchWorkProductbedeemed workmadeforhireofwhichDHSshallbedeemedtheauthor.IfforanyreasontheWorkProductisnotdeemed workmadeforhire,ContractorherebyirrevocablyassignstoDHSallofitsright,title,andinterestinandtoanyandalloftheWorkProduct,whetherarisingfromcopyright,patent,trademark,tradesecret,oranyotherstateorfederalintellectualpropertylawordoctrine.ContractorshallexecutesuchfurtherdocumentsandinstrumentsasDHSmayreasonablyrequestinordertofullyvestsuchrightsinDHS.ContractorforeverwaivesanyandallrightsrelatingtotheWorkProduct,includingwithoutlimitation,anyandallrightsarisingunder17USC106Aoranyotherrightsofidentificationofauthorshiporrightsofapproval,restrictionorlimitationonuseorsubsequentmodifications. %% #&ƪ%XX?#]b%&ƪ#&ƪ%]bVE#XX%&ƪ 7.0  Indemnity. }p %%   XXXXa.GeneralIndemnity: Contractorshalldefend,holdharmlessandindemnifytheStateofOregon,DHSand m` 0  itsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsandexpensesofanynatureresultingfrom,arisingoutof,orrelatingtotheactivitiesofContractororitsofficers,employees,subcontractors,oragentsunderthisContract. %%   b.IntellectualPropertyIndemnity: Withoutlimitingthegeneralindemnityprovision,Contractorexpressly  0  agreestodefend,holdharmlessandindemnifytheStateofOregon,DHSanditsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsandexpensesofanynatureresultingfromorinconnectionwithanyclaimsthattheWork,Developments,SystemorDeliverablesorusethereofinfringeanypatent,copyright,tradesecret,orotherproprietaryright(referredtoas"IntellectualPropertyRights")ofanythirdparty;provided,thatDHSshallprovideContractorwithpromptwrittennoticeofanyinfringementclaim.Contractorshallhavecontrolofthedefenseandsettlementoftheclaim;providedthattheStateofOregonorDHSmayassumeitsowndefenseandsettlementintheeventthattheStateofOregonorDHSdeterminesthatContractorisnotadequatelydefendingitsinterestorthatanimportantgovernmentalprincipleisatissueandtheStateofOregonorDHSdesirestoassumeitsowndefense.IfContractor,initssolediscretion,believesatanytimethattheWork,Developments,SystemorDeliverablesinfringeathirdparty'sIntellectualPropertyRights,Contractormay,atitsownexpenseandoptionanduponreceiptofDHS'spriorwrittenconsent,replaceaninfringingitemwithanoninfringingitemthatmeetsorexceedstheperformanceandfunctionalityofthereplaceditem.#XXXXF#M!@"%% #&ƪ%XXE#]b%&ƪ#&ƪ%]bsN#XX%&ƪ 8.0  Insurance" $%%  0  a. 0%%DuringthetermofthiscontractContractorshallmaintaininforceatitsownexpense,eachinsurancenoted #!% below: %% HX Xr D"X X` D"H0  0%% (1) 0r%%WorkersCompensationinsuranceincompliancewithORS656.017,whichrequiressubject %#' employerstoprovideOregonworkerscompensationcoverageforalltheirsubjectworkers. r%r% 0  0%% (2) 0r%%GeneralLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan$1,000,000 }(p&* eachoccurrenceforBodilyInjuryandPropertyDamage.Itshallincludecontractualliabilitycoveragefortheindemnityprovidedunderthiscontract.ItshallprovidethattheStateofOregon,DepartmentofHumanServices,andtheirdivisions,officersandemployeesareAdditionalInsuredsbutonlywithrespecttotheContractorsservicestobeprovidedunderthiscontract. r%r% 0  0%% (3) 0r%%AutomobileLiabilityinsuranceasrequiredbytheOregonFinancialResponsibilityLaw(ORS .,0 806.060),includingcoverageforowned,hiredornonownedvehicles,asapplicable. /-1r%r% _c'     0  0%% (4) 0r%%ProfessionalLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan  $1,000,000eachclaim,incidentoroccurrence.Thisistocoverdamagescausedbyerror,omissionornegligentactsrelatedtotheprofessionalservicestobeprovidedunderthiscontract. r%r% 0  b. 0%% NoticeofCancellationorChange: Thereshallbenocancellation,materialchange,reductionoflimits  orintentnottorenewtheinsurancecoverage(s)without30dayspriorwrittennoticefromContractororitsinsurer(s)toContractsCoordinator,OregonDepartmentofHumanServices. %% 0  c. 0%% CertificatesofInsurance: Asevidenceoftheinsurancecoveragesrequiredbythiscontract,Contractor } p  shallfurnishacceptableinsurancecertificatestoContractsCoordinator,OregonDepartmentofHumanServicespriortocommencingtheWork.ThecertificatewillspecifyallofthepartieswhoareAdditionalInsureds.InsuringcompaniesorentitiesaresubjecttoStateacceptance.Ifrequested,completecopiesofinsurancepolicies,trustagreements,etc.,shallbeprovidedtotheState.Contractorshallbefinanciallyresponsibleforallpertinentdeductibles,selfinsuredretentionsand/orselfinsurance. %% &  9.0  Termination  %% 0  a.0%%PartiesRighttoTerminateforConvenience :Thiscontractmaybeterminatedatanytimebymutual  writtenconsentoftheparties. %% 'Z0  b.0%%DHSsRighttoTerminateforConvenience :DHSmay,atitssolediscretion,terminatethiscontract,in  wholeorinpart,upon30daysnoticetoContractor. %% 0  c.0%%DHSsRighttoTerminateforCause :DHSmayterminatethiscontract,inwholeorinpart,immediately  uponnoticetoContractor,oratsuchlaterdateasDHSmayestablishinsuchnotice,upontheoccurrenceofanyofthefollowingevents: %% 0  0%%(1)0r%% DHSfailstoreceivefunding,orappropriations,limitationsorotherexpenditureauthorityatlevels ]P sufficienttopayforContractorsWork; r%r% 0  0%% %%     (2)0 r FederalorStatelaws,regulationsorguidelinesaremodifiedorinterpretedinsuchawaythateither -  theWorkunderthiscontractisprohibitedorDHSisprohibitedfrompayingforsuchWorkfromtheplannedfundingsource; r%r% 0  0%% (3)0r%% ContractornolongerholdsanylicenseorcertificatethatisrequiredtoperformtheWork;or!"r%r% 0  0%% (4) 0r%%Contractorcommitsanymaterialbreachordefaultofanycovenant,warranty,obligationoragreement #!$ underthiscontract,failstoperformtheWorkunderthiscontractwithinthetimespecifiedhereinoranyextensionthereof,orsofailstopursuetheWorkastoendangerContractorsperformanceunderthiscontractinaccordancewithitsterms,andsuchbreach,defaultorfailureisnotcuredwithin10businessdaysafterdeliveryofDHSsnotice,orsuchlongerperiodasDHSmayspecifyinsuchnotice. r%r% 0  d.0%%ContractorsRighttoTerminateforCause :Contractormayterminatethiscontractupon30daysnotice m)`'* toDHSifDHSfailstopayContractorpursuanttothetermsofthiscontractandDHSfailstocurewithin30daysafterreceiptofContractorsnotice,orsuchlongerperiodofcureasContractormayspecifyinsuchnotice. %%   0   %%      /-0   e.0  Remedies : %% 0  0%% (1) 0r%%IntheeventofterminationpursuanttoSections9a,9b,9c(1),9c(2)or9dofthisexhibit,Contractors  soleremedyshallbeaclaimforthesumdesignatedforaccomplishingtheWorkmultipliedbythepercentageofWorkcompletedandacceptedbyDHS,lesspreviousamountspaidandanyclaim(s)whichStatehasagainstContractor.IfpreviousamountspaidtoContractorexceedtheamountduetoContractorunderthisSection,ContractorshallpayanyexcesstoDHSupondemand. r%r% 0  0%%(2)0r%% IntheeventofterminationpursuanttoSection9c(3)or9c(4)ofthisexhibit,DHSshallhaveany  remedyavailabletoitinlaworequity.IfitisdeterminedforanyreasonthatContractorwasnotindefaultunderSection9c(3)or9c(4)ofthisexhibit,therightsandobligationsofthepartiesshallbethesameasifthecontractwasterminatedpursuanttoSection9bofthisexhibit. r%r%    f.0  ContractorsTenderUponTermination: Uponreceivinganoticeofterminationofthiscontract, M @  Contractorshallimmediatelyceaseallactivitiesunderthiscontract,unlessDHSexpresslydirectsotherwiseinsuchnoticeoftermination.Uponterminationofthiscontract,ContractorshalldelivertoDHSalldocuments,information,worksinprogressandotherpropertythatareorwouldbedeliverableshadthecontractbeencompleted.UponDHSsrequest,ContractorshallsurrendertoanyoneDHSdesignates,alldocuments,researchorobjectsorothertangiblethingsneededtocompletetheWork. %%  10.0  LimitationofLiabilities.EXCEPTFORLIABILITYARISINGUNDERORRELATEDTO  SECTION5aOR9e(2)OFTHISEXHIBIT,NEITHERPARTYSHALLBELIABLEFOR(A)ANYINDIRECT,INCIDENTAL,CONSEQUENTIALORSPECIALDAMAGESUNDERTHECONTRACTOR(B)ANYDAMAGESOFANYSORTARISINGSOLELYFROMTHETERMINATIONOFTHISCONTRACTINACCORDANCEWITHITSTERMS. %% #&ƪ%XXN#]b%&ƪ#&ƪ%]bn#XX%&ƪ 11.0  RecordsMaintenance;Access. Contractorshallmaintainallfiscalrecordsrelatingtothiscontractin =0 accordancewithgenerallyacceptedaccountingprinciples.Inaddition,ContractorshallmaintainanyotherrecordspertinenttothiscontractinsuchamannerastoclearlydocumentContractor'sperformance.ContractoracknowledgesandagreesthatDHS,theOregonSecretaryofState'sOffice,theFederalGovernment,andtheirdulyauthorizedrepresentativesshallhaveaccesstosuchfiscalrecordsandallotherbooks,documents,papers,plans,andwritingsoftheContractorthatarepertinenttothiscontractforthepurposeofperformingexaminationsandaudits,andmakingexcerptsandtranscripts.Contractorshallretainandkeepaccessibleallsuchfiscalrecords,books,documents,papers,plans,andwritingsforaminimumofthree(3)years,orsuchlongerperiodasmayberequiredbyapplicablelaw,followingfinalpaymentandterminationofthiscontract,oruntiltheconclusionofanyaudit,controversyorlitigationarisingoutoforrelatedtothiscontract,whicheverdateislater. %% #&ƪ%XXn#]b%&ƪ#&ƪ%]bs#XX%&ƪ 12.0  CompliancewithApplicableLaw. Contractorshallcomplywithallfederal,stateandlocallaws,regulations, -# !$ executiveordersandordinancesapplicabletotheWorkunderthiscontract.Withoutlimitingthegeneralityoftheforegoing,Contractorexpresslyagreestocomplywith:(I)TitleVIofCivilRightsActof1964;(ii)SectionVoftheRehabilitationActof1973;(iii)theAmericanswithDisabilitiesActof1990andORS659.425;(iv)allregulationsandadministrativerulesestablishedpursuanttotheforegoinglaws;and(v)allotherapplicablerequirementsoffederalandstatecivilrightsandrehabilitationstatutes,rulesandregulations.DHSsperformanceunderthiscontractisconditioneduponContractorscompliancewiththeprovisionsofORS279.312,279.314,279.316,279.320,and279.555,whichareincorporatedbyreferenceherein. %% #&ƪ%XXs#]b%&ƪ#&ƪ%]bw#XX%&ƪ 13.0  ForeignContractor. IfContractorisnotdomiciledinorregisteredtodobusinessintheStateofOregon, M+@)- ContractorshallpromptlyprovidetotheOregonDepartmentofRevenueandtheSecretaryofStateCorporationDivisionallinformationrequiredbythoseagenciesrelativetothiscontract.ContractorshalldemonstrateitslegalcapacitytoperformtheWorkunderthiscontractintheStateofOregonpriortoenteringintothiscontract. %%   /-2 14.0  ForceMajeure. NeitherDHSnorContractorshallbeheldresponsiblefordelayordefaultcausedbyfire,riot,   actsofGod,orwarwheresuchcausewasbeyondthereasonablecontrolofDHSorContractor,respectively.Contractorshall,however,makeallreasonableeffortstoremoveoreliminatesuchacauseofdelayordefaultandshall,uponthecessationofthecause,diligentlypursueperformanceofitsobligationsunderthiscontract. %%  15.0  Survival. Allrightsandobligationsshallceaseuponterminationorexpirationofthiscontract,exceptforthe  rightsandobligationssetforthintheContractSectionI.EFFECTIVEDATEANDDURATION,andinparagraphs5,6,7,11,15and21ofthisexhibit. %%  16.0  TimeisoftheEssence. Contractoragreesthattimeisoftheessenceunderthiscontract.} p %%  17.0  WrittenNotice. Allnoticesregardingthiscontractmustbegiventothepartiesinwritingbypersonaldelivery ] P  ormailingthesame,postageprepaid,tothefollowingaddresses: %% &  0  '=&  DHS:0r%%0 r%r%DHSContractsCoordinatorordelegate-  % %      r  OregonDepartmentofHumanServices0  0%%0r%%0 r%r%500SummerStreetNE/MailingCodeE03  % % 0  0%%0r%%0 r%r%SalemOR973101080  % % 0     r  FacsimileNumber: %%      r  PhoneNumber:& AP 0  Contractor:0 %%Entity % % 0  0%%0r%%0 r%r%Address  % % 0  0%%0r%%0 r%r%City,State,ZIP  % % 'P -     r  FacsimileNumber:     r  PhoneNumber:0  Anynoticedeliveredbyfacsimileshallbedeemedtobegivenwhenreceiptofthetransmissionisgeneratedbythetransmittingmachine.TobeeffectiveagainstDHS,suchfacsimiletransmissionmustbeconfirmedbytelephonenoticetoDHSsContractAdministrator. %% #&ƪ%XXx#]b%&ƪ#&ƪ%]b#XX%&ƪ 18.0  Severability. Thepartiesagreethatifanytermorprovisionofthiscontractisdeclaredbyacourtofcompetent  jurisdictiontobeillegalorinconflictwithanylaw,thevalidityoftheremainingtermsandprovisionsshallnotbeaffected,andtherightsandobligationsofthepartiesshallbeconstruedandenforcedasifthecontractdidnotcontaintheparticulartermorprovisionheldtobeinvalid. %%  19.0  Counterparts. Thiscontractmaybeexecutedinseveralcounterparts,allofwhichwhentakentogethershall }#p!$ constituteoneagreementbindingonallparties,notwithstandingthatallpartiesarenotsignatoriestothesamecounterpart.Eachcopyofthecontractsoexecutedshallconstituteanoriginal. %% &  20.0  DisclosureofSocialSecurityNumber. ContractormustprovideContractorsSocialSecuritynumberunless ='0%( 'M&eContractorprovidesafederaltaxIDnumber.ThisnumberisrequestedpursuanttoORS305.385,OAR12520410(3)andOAR150305.100.SocialSecuritynumbersprovidedpursuanttothisauthoritywillbeusedfortheadministrationofstate,federalandlocaltaxlaws. %%   +)- 21.0  GoverningLaw;Venue;ConsenttoJurisdiction. Thiscontractshallbegovernedbyandconstruedin   accordancewiththelawsoftheStateofOregonwithoutregardtoprinciplesofconflictsoflaw.Anyclaim,action,suitorproceeding(collectively,"Claim")betweenDHS(and/oranyotheragencyordepartmentoftheStateofOregon)andContractorthatarisesfromorrelatestothiscontractshallbebroughtandconductedsolelyandexclusivelywithintheCircuitCourtofMarionCountyfortheStateofOregon;provided,however,iftheclaimmustbebroughtinafederalforum,thenitshallbebroughtandconductedsolelyandexclusivelywithintheUnitedStatesDistrictCourtfortheDistrictofOregon.CONTRACTOR,BYTHEEXECUTIONOFTHISCONTRACT,HEREBYCONSENTSTOTHEINPERSONAMJURISDICTIONOFSAIDCOURTS. %%  22.0  Amendment. Thetermsofthiscontractmaynotbewaived,altered,modified,supplementedoramended,in m `  anymannerwhatsoever,exceptbywrittenagreementsignedbytheparties.Thiscontractwillnotbeamendedaftertheexpirationdate. %% &  23.0  ConfidentialityofClientInformation - %% 0  a. 0%%AllinformationastopersonalfactsandcircumstancesobtainedbytheContractor'=ontheclientshallbe  treatedasprivilegedcommunications,shallbeheldconfidential,andshallnotbedivulgedwithoutthewrittenconsentoftheclient,hisorherattorney,theresponsibleparentofaminorchild,orhisorherguardianexceptasrequiredbyothertermsofthiscontract.Nothingprohibitsthedisclosureofinformationinsummaries,statistical,orotherformwhichdoesnotidentifyparticularindividuals. %% 0  b. 0%%Theuseordisclosureofinformationconcerningclientsshallbelimitedtopersonsdirectlyconnectedwith  theadministrationofthiscontract.Confidentialitypoliciesshallbeappliedtoallrequestsfromoutsidesources. %% 0  c. 0%%DHS,ContractorandanysubcontractorwillshareinformationasnecessarytoeffectivelyserveDHS }p clients. %% #&ƪ%XX#]b%&ƪ#&ƪ%]b#XX%&ƪ 24.0  CompliancewithApplicableFederalLaw. Contractoragreestocomplywithallfederallawsandregulations  applicabletoworkperformedunderthiscontractinclusiveofbutnotlimitedto: %% 0  a.0%% Totheextentitisrequiredtodosobylaw,Contractorshallabidebyallmandatorystandardsandpolicies  whichrelatetoenergyefficiencyandwhicharecontainedinthestateofOregonenergyconservationplanwhichwasissuedincompliancewiththeEnergyPolicyandConservationAct(PL94-163).Allsubcontractsshallalsobeincompliancewiththeforegoing. %% 0  b. 0%%Bysignatureonthiscontract,theundersignedcertifies,tothebestofhisorherknowledgeandbelief,that:}#p!$%% 0  0%%(1)0r%% Nofederallyappropriatedfundshavebeenpaidorwillbepaid,byoronbehalfofContractor,toany ]%P#& personforinfluencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththeawardingofanyfederalcontract,themakingofanyfederalgrant,themakingofanyfederalloan,theenteringintoofanycooperativeagreement,andtheextension,continuation,renewal,amendment,ormodificationofanyfederalcontract,grant,loan,orcooperativeagreement. r%r% 0  0%% (2)0r%% Ifanyfundsotherthanfederallyappropriatedfundshavebeenpaidorwillbepaidtoanypersonfor +)- influencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththisfederalcontract,grant,loan,orcooperativeagreement,ContractoragreestocompleteandsubmitStandardFormLLL"DisclosureFormtoReportLobbying,"inaccordancewithitsinstructions./-1r%r% +    #&ƪ%XX<#]b%&ƪ    #&ƪ%]bJ#XX%&ƪ (3) 0 r Theundersignedshallrequirethatthelanguageofthiscertificationbeincludedintheaward   documentsforallsubawardsatalltiers(includingsubcontracts,subgrants,andcontractsundergrants,loans,andcooperativeagreements)andthatallsubrecipientsshallcertifyanddiscloseaccordingly. r%r%      r Thiscertificationisamaterialrepresentationoffactuponwhichreliancewasplacedwhenthis0  0%%0r%%transactionwasmadeorenteredinto.Submissionofthiscertificationisaprerequisiteformakingorenteringintothistransactionimposedbysection1352,title31,U.S.Code.Anypersonwhofailstofiletherequiredcertificationshallbesubjecttoacivilpenaltyofnotlessthan$10,000andnotmorethan$100,000foreachsuchfailure. r%r% 0     %% 0  c. 0%%ContractoragreestocomplywithExecutiveOrder11246entitledEqualEmploymentOpportunityas } p  amendedbyExecutiveOrders11375and12086andassupplementedinDepartmentofLaborRegulation41CFRpart60.Allsubcontractsshallalsocomplywiththeseprovisions. %% 0  d. 0%%Ifthesumpayableunderthiscontractexceedsormayexceed$100,000,ContractorshallprovideDHSa =0  writtenassurancethatContractorwillcomplywithallapplicablestandards,orders,orrequirementsissuedunderSection306oftheCleanAirAct(42USC7401et.seq.),theFederalWaterPollutionControlAct,asamended(33USC1251et.seq.),Section508oftheCleanWaterAct(33USC1368),ExecutiveOrder11738andEnvironmentalProtectionAgencyregulations(40CFRPart15).ContractorfurtheragreestopromptlyreportallinfractionstotheStateofOregon,andtotheDepartmentofHealthandHumanServices,andtotheU.S.RegionalOfficeoftheEnvironmentalProtectionAgency.Allsubcontractsshallalsobeincompliancewiththeseprovisions. %% #&ƪ%XX#]b%&ƪ#&ƪ%]b^#XX%&ƪ 25.0  Year2000ComplianceNotice .IntheeventContractorlearnsorhasreasontobelievethatDHSscomputer ]P hardwareorsoftwareenvironmentfailstouseadataformatthatexplicitlyspecifiescenturyinanydatedata,ContractorshallpromptlyadviseDHSofsuchfailure. %%  26.0  DepartmentofJusticeApproval. Whenthecontractoramendmentstheretocausethecontractpaymentto  beinexcessof$75,000,theDepartmentofJusticemustapprovethecontractandanyamendmentsastoLegalSufficiency.Suchapprovalisrequiredbeforeanyworkmaybeginunderthiscontractoramendmentsthereto,orthecontractisnotbindingontheStateofOregonorDHS. %%  27.0  KeyPerson. ContractoracknowledgesandagreesthatOregonDHSselectedContractor,andisenteringinto  thisContract,becauseofthespecialqualificationsofContractorskeyperson(s).Inparticular,OregonDHSthroughthisContract,isengagingtheexpertise,experience,judgmentandpersonalattentionofXXXXX(KeyPersonName).ContractorsKeyPersonsshallnotdelegateperformanceoftheresponsibilitieshe/sheisrequiredtoprovideunderthisContracttoanother(other)ofContractorsemployee(s)withoutfirstobtainingthewrittenconsentofOregonDHS.Further,Contractorshallnotre-assignortransferanyKeyPersontootherdutiesorpositionssuchthatanyKeyPersonisnolongeravailabletoprovideOregonDHSwithhis/herexpertise,experience,judgment,andpersonalattention,withoutfirstobtainingOregonDHSspriorwrittenconsenttosuchre-assignmentortransfer.IntheeventContractorrequeststhatOregonDHSapproveare-assignmentortransferofanyKeyPerson,OregonDHSshallhavetherighttointerview,reviewthequalificationsof,andapproveordisapprovetheproposedreplacementfortheKeyPerson.AnyapprovedsubstituteorreplacementforaKeyPersonshallbedeemedaKeyPersonunderthisContract.Inaddition, XXXXthe )'* ContractormustprovideareplacementforanyConsultantwhoceasesaffiliationwiththeContractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS.TransitionschedulemustbeapprovedbyDHS.IntheeventthatDHSrequiressuchreplacement,theContractorshallpromptlysubstituteorengageotherqualifiedindividuals.AllsuchreplacementsaresubjecttoDHSspriorreviewandacceptance.IntheeventthatContractorisunabletomeetitsobligationtofurnishareplacementConsultant,DHSmay,atitsoption,terminatethatportionoftheContractwithoutliability,ortocontinuetheContractwithoutreplacement.#XXX X# /-1%%   ExhibitC     IndependentContractorCertificationStatement     %XXXX #XXX%X##&ƪ%XX#o %&ƪThisformistobecompletedbyContractor;Corporationsarenotrequiredtocompletethisform.   ORS670.600IndependentContractor;standards.AsusedinvariousprovisionsofORSchapters316,656,657and701,anindividual t orbusinessentitythatperformslabororservicesforrenumeration'sshallbeconsideredtoperformthelabororservicesasanIndependentContractorifthestandardsofthissectionaremet: Contractorunderstandsthat: P 9XX Xr D"91.0  Theindividualorbusinessentityprovidingthelabororservicesisfreefromdirectionandcontroloverthemeansandmannerof   providingthelabororservices,subjectonlytotherightoftheAgencyforwhomthelabororservicesareprovidedtospecifythedesiredresults; %% 2.0  Theindividualorbusinessentityprovidinglabororservicesisresponsibleforobtainingallassumedbusinessregistrationsor E 8  professionaloccupationlicensesrequiredbystatelaworlocalgovernmentordinancesfortheindividualorbusinessentitytoconductthebusiness; %% 3.0  Theindividualorbusinessentityprovidinglabororservicesfurnishesthetoolsorequipmentnecessaryforperformanceofthe   contractedlabororservices; %% 4.0  Theindividualorbusinessentityprovidinglabororserviceshastheauthoritytohireandfireemployeestoperformthelaboror   services; %% 5.0  Paymentforthelabororservicesismadeuponcompletionoftheperformanceofspecificportionsoftheprojectorismadeonthe  basisofanannualperiodicretainer. %% *XX*6.0  TheindividualorbusinessentityprovidinglabororserviceisregisteredunderORSchapter701,iftheindividualorbusinessentity  provideslabororservicesforwhichsuchregistrationisrequired; %% 7.0  FederalandstateincometaxreturnsinthenameofthebusinessorabusinessScheduleCorfarmScheduleFaspartofthepersonal x incometaxreturnwerefiledforthepreviousyeariftheindividualorbusinessentityperformedlabororservicesasanindependentcontractorinthepreviousyear;and %% 8.0  Theindividualorbusinessentityrepresentstothepublicthatthelabororservicesaretobeprovidedbyanindependentlyestablished ! business.ExceptwhenanindividualorbusinessentityfilesaScheduleFaspartofthepersonalincometaxreturnsandtheindividualorbusinessentityperformsfarmlabororservicesthatarereportableonScheduleC,anindividualorbusinessentityisconsideredtobeengagedinanindependentlyestablishedbusinesswhenfourormoreofthefollowingcircumstancesexist.Contractormustmeetfour(4)ormoreofthefollowing: %% *X*  A.0  Thelabororservicesareprimarilycarriedoutatalocationthatisseparatefromtheresidenceofanindividualwhoperforms ' thelabororservices,orareprimarilycarriedoutinaspecificportionoftheresidence,whichportionissetasideasthelocationofthebusiness; %%   B.0  Commercialadvertisingorbusinesscardsasiscustomaryinoperationofsimilarbusinessesarepurchasedforthebusiness,or }p+ theindividualorbusinessentityhasatradeassociationmembership; %%   C.0  Telephonelistingandserviceareusedforthebusinessthatisseparatefromthepersonalresidencelistingandserviceusedby i \. anindividualwhoperformsthelabororservices; %%   D.0  Labororservicesareperformedonlypursuanttowrittencontracts;U"H 1%%   E.0  Labororservicesareperformedfortwoormoredifferentpersonswithinaperiodofoneyear;or#!3%%   F.0  Theindividualorbusinessentityassumesfinancialresponsibilityfordefectiveworkmanshiporforservicenotprovidedas $"5 evidencedbytheownershipofperformancebonds,warranties,errorsandomissioninsuranceorliabilityinsurancerelatingtothelabororservicestobeperformed. %% 9.0  PursuanttoOAR1250200410(4),thecontractshallprovidethattheContractorisresponsibleforfederalSocialSecurity,except u'h%9 thosecategoriesexcludedbylaw,andforanyfederalorstatetaxesapplicabletothecontractpayment. %%  IndependentContractorcertifieshe/shemeetstheabovestandardsandagreestoperformthelabororservicesrequiredbythiscontractasanIndependentContractor. P'  '     *   *ContractorSignature ________________________________________________Date_________________ +)@ '   'EntityName(printedortyped): _____________________________________________________________________#&ƪ% ot#XX%&ƪ -+C   .t,D 0 @ ExhibitD    7 INFORMATIONFORCRIMINALHISTORYCHECK#&ƪ%XX#x%&ƪ   0*eFXdd $dd $FX%X%e,m dd ,dd , dd +  % PC %@L L *** 5!5#xHIRINGSUPERVISORTOCOMPLETETHISSECTION #x#5!5#*** *  *NameofDHSSupervisor= $ $Agency/Address=   PhoneNumber/Extension=(    (*FdXdm dd m dd  dd FX%X%,s#dd +  !   !@ ***5!5#x TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #x#5!5#***(   (0X X (# 70Name(PleasePrint) Last    h First     p Middle    DateofBirth   AF<) xdEX (#A N A OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.)#&ƪ%x#XX%&ƪAF<)V' s#dEV' s#A#&ƪ%XXG#x%&ƪ t #&ƪ%x#%%&ƪ33#&ƪ%%$#33Cx%&ƪSex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/IssuingState    TG #&ƪ%x#x%&ƪMale#&ƪ%x#x%&ƪ  Female#&ƪ%x#x%&ƪ  #&ƪ%xS#x%&ƪ SF  AF<)Vs#dEVs#A %WARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.   EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate?{ % % 2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe l_ crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  % % IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?</$ % % @R R %i\D7 5!5#xAUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#x#5!5#  i\' %>1 OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date / %@  5!5#xAFFIRMATIONOFACCURATEINFORMATION#x#5!5~#  0 %  Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.   " 3    @  @  @ ***5!5#x CONSULTANTSSIGNATUREMUSTBEWITNESSED#x#5!5# 󀀀*** x#k!5 __________________________________________________________  _______________________________________________________ $"7 ConsultantsSignature    Date h     SignatureofWitness     Date %{#8              h     _______________________________________________________h           h     TitleofWitnesshl*eFdds#dd s#FX%X%e,dd ,Wdd +  % X)K'@ %@ \***5!5#x DHSPERSONNELSERVICESUSEONLY #x#5!5#Ԁ*** ')'A 'DateofLEDSCCH/WARRANTS/DMVCheck:______/______/_____  X+K)C DHSPERSSVCSRECORDSSPEC: +(D   ]4X^ ; N <u|,,Xh4!XX  X X]Conviction : ^ Yes  No ;  N Warrant:  < Yes u No |   ValidODL :YesQ<hNo ,*E  ContinuedEmployment :  Approved N Denied  -+G *xFdddd Wdd WFX%X%x, $dd +     #&ƪ%x#XX%&ƪ@ \ IMPORTANTNOTICETOCONSULTANT   qd #&ƪ%XX#]b%&ƪYOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSECRIMES  FORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#&ƪ%]be#XX%&ƪ uh  #&ƪ%XX#%%&ƪffӀ#&ƪ%%B#XX%&ƪ UH ffa#&ƪ%XX#]b%&ƪSpecificCrimes:(ORS):  #&ƪ%]b#XX%&ƪffff`" F X XX^ ; N <u|,,Xh4!X`#&ƪ%XXr#x%&ƪ( X%X%(o0 W 162.0250WuWuBribeReceiving uu o0 W 162.0650WuWuPerjury  uu o0 W 162.1550WuWuEscapeII  uu o0 W 162.165  EscapeI5 ( WuWu o W 162.185  SupplyingContraband    o0 W 162.2050WuWuFailuretoAppearIM @ uu o0 W 162.2350WuWuObstructingGovernmentalorJudicialAdministration uu o0 W 162.2650WuWuBribingaWitnesse X uu o0 W 162.2750WuWuBribeReceivingByaWitness uu o0 W 162.2850WuWuTamperingWithaWitness} p uu o0 W 162.3050WuWuTamperingWithPublicRecords  uu o0 W 162.3250WuWuHinderingProsecution uu o W 163.095  AggravatedMurder !  o W 163.115  Murder   o W 163.118  ManslaughterI 9, o W 163.125  ManslaughterII  o W 163.145  CriminallyNegligentHomicide QD o0 W 163.1600WuWuAssaultIVuu o W 163.165  AssaultIII i\ o W 163.175  AssaultII  o W 163.185  AssaultI t o0 W 163.1900WuWuMenacing uu o0 W 163.1950WuWuRecklesslyEndangeringAnotheruu o W 163.200  CriminalMistreatmentII %  o W 163.205  CriminalMistreatmentI ! o W 163.225  KidnapingII =0" o W 163.235  KidnapingI # o W 163.275  Coercion UH$ o W 163.355  RapeIII % o W 163.365  RapeII m`& o W 163.375  RapeI ' o W 163.385  SodomyIII x( o W 163.395  SodomyII ) o W 163.405  SodomyI * o W 163.408  UnlawfulSexualPenetrationII )+ o W 163.411  UnlawfulSexualPenetrationI , o W 163.415  SexualAbuseIII A4- o W 163.425  SexualAbuseII . o W 163.427  SexualAbuseI YL/ o W 163.435  ContributingtotheSexualDelinquencyofaMinor 0 o W 163.445  SexualMisconduct qd1 o0 W 163.4550WuWuAccostingforDeviatePurposes2uu o W 163.465  PublicIndecency |3 o W 163.515  Bigamy  4 o W 163.525  Incest  5 o W 163.535  AbandonmentofaChild -! 6 o W 163.545  ChildNeglectII !7 o W 163.547  ChildNeglectI E"8 8 o W 163.555  CriminalNonsupport " 9 o W 163.575  EndangeringtheWelfareofaMinor ]#P!: o W 163.670  UsingChildinDisplayofSexuallyExplicitConduct #!; o W 163.6730  DealinginDepictionsofSexualConductInvolvinga u$h"< Child uu o0 W 163.6750WuWuSaleofExhibitionofVisualReproductionofSexual %#> ConductbyChild uu o W 163.680  PayingforViewingSexualConduct &$@ o W 163.732  Stalking 1'$%A o0 W 164.0430WuWuTheftIII'%Buu o0 W 164.0450WuWuTheftIII(<&Cuu o0 W 164.0550WuWuTheftI(&Duu o0 W 164.0570WuWuAggravatedTheftIa)T'Euu o W 164.075  TheftbyExtortion )'F o W 164.225  BurglaryI y*l(G o W 164.325  ArsonI +(H H,F$ 4 X F X XHo 9 164.395  RobberyIII +)I o 9 164.405  RobberyII ,*J o 9 164.415  RobberyI ,*K o0 9 165.01309u9uForgeryintheFirstDegree5-(+Luu o0 9 165.02209u9uCriminalPossessionofaForgedInstrumentinthe -+M FirstDegree uu BX,F$ 4 XBo0 9 165.03209u9uCriminalPossessionofaForgeryDevice.,Ouu o0 9 165.05509u9uFraudulentUseofCreditCard(Over$750)e/X-Puu o0 9 165.06509u9uNegotiatingaBadCheck(ClassFelonyClause)/-Quu o0  165.07005&&PossessionaFraudulentCommunicationDeviceQ5&5& o0  165.07405&&UnlawfulFactoringofaCreditCardTransaction R5&5& o0  165.08505&&SportsBribery S5&5& o0  165.09005&&SportsBribeReceiving5 (T5&5& o0  166.01505&&Riot U5&5& o  166.085 5 AbuseofCorpseII M @ V o  166.087 5 AbuseofCorpseI  W o  166.155 5 IntimidationII e X X o  166.165 5 IntimidationI  Y o  166.220 5 UnlawfulUseofWeapon } p Z o  166.270 5 FeloninPossessionofFirearm   [ o0  166.27205&&UnlawfulPossessionofMachineGuns,CertainShortbarreled  \ Firearms&FirearmsSilencers 5&5& o  166.275 5 PossessionofWeaponsbyInmatesofInstitutions  ^ o  166.3700 5 DischargingFirearmatSchool/PossessionofFirearmor 9,_ DangerousWeaponinPublicBuilding 5&5& o  166.382 5 PossessionofDestructiveDevice QDa o  166.384 5 UnlawfulManufactureofDestructiveDevice b o  166.429 5 UseofFirearmsinFelony i\c o  166.480 5 SaleorGiftofExplosivestoChildren d o  166.660 5 UnlawfulParamilitaryActivity te o  166.720 5 Racketeering  f o0  167.00705&&Prostitutiong5&5& o  167.012 5 PromotingProstitution %h o  167.017 5 CompellingProstitution i o  167.0620 5 SadomasochisticAbuseorSexualConductinLiveShow#&ƪ%xO#]b%&ƪ(engaging =0j in)#&ƪ%]b#x%&ƪk5&5& o  167.0620 5 SadomasochisticAbuseorSexualConductinLiveShow UHl (directing,managing,financing,orpresenting) 5&5& o  167.065 5 FurnishingObsceneMaterialstoMinors m`n o  167.070 5 SendingObsceneMaterialstoMinors o o  167.075 5 ExhibitinganObscenePerformancetoaMinor xp o  167.080 5 DisplayingObsceneMaterialstoMinors q o  167.087 5 DisseminatingObsceneMaterial r o  167.090 5 PubliclyDisplayingNudityorSexforAdvertisingPurposes )s o  167.212 5 TamperingwithDrugRecords t o  167.2620 5 AdultUsingMinorinCommissionofControlledSubstance A4u Offense(LessThanFiveGramsMarijuana) 5&5& o  411.630 5 UnlawfullyObtainingofPublicAssistance YLw o  411.840 5 UnlawfullyUsingStampsorCommodities x o0  471.41005&&ProvidingLiquortoaPersonUnder21ortoIntoxicatedPerson; qdy MandatoryMinimumPenalties 5&5& o0  475.99205&&ProhibitedActsGenerally;Penalties;AffirmativeDefensefor |{ CertainPeyoteUses 5&5& o0  475.99305&&ProhibitedActsforRegistrants;Penalties }5&5& o0  475.99405&&ProhibitedActsInvolvingRecordsandFraud;Penalties-! ~5&5& o0  475.99505&&DistributionofControlledSubstancetoMinors!5&5& o0  475.99605&&CrimeCategoryClassificationforViolationof475.992;Proofof E"8  CommercialDrugOffense 5&5& o0  475.99905&&ManufactureorDeliveryofControlledsubstancetoMinoror ]#P! StudentWithin1,000FeetofSchool 5&5& o0  811.14005&&RecklessDrivingu$h"5&5& o0  811.18205&&CriminalDrivingWhileSuspendedorRevokedorinViolationof %" aPermit 5&5& o0  811.54005&&FleeingorAttemptingtoEludePolice& $5&5& o0  811.70005&&FailuretoPerformdutiesofDriverWhenPropertyisDamaged&$5&5& o0  811.70505&&HitandRunVehicle(Injury)1'$%5&5& o0  813.01005&&DrivingUndertheInfluenceofIntoxicant#&ƪ%x"#XX%&ƪ '%5&5& ( XuXu(   ExhibitE   ConfidentialityAgreement#&ƪ%XX#o %&ƪ   #&ƪ% o#XX%&ƪ  XXt  #&ƪ%XXE#o %&ƪToallcontractorsworkingonOregonDepartmentofHumanServices(DHS)projects:  Forthepurposesofthiscertificatetheterm contractorwillmeanallConsultantsassignedtotheprojectbythecontractor.Oregonslawscontainprovisionsrelationtoconfidentialityofrecords,listsandinformationaboutclientapplicants/clients/recipientsandaboutStateemployees.Theselaws,andthepenaltiesforviolationofthem,pertaintoeverycontractorworkingonDHSprojects,atalllevelsandinanycapacity.AsaconditionofyourcontinuedworkforDHS,youarerequiredtocompletetheconfidentialitytrainingexerciseandsignthiscertificateverifyingthatyouunderstandthelawsandareawareofthepenaltiesforviolation.Ifatsomefuturedate,youhavedoubtsaboutthelegalityofanactionyoumaybeabouttotake,asktherespectiveprojectmanagerforaninterpretation.Youpersonally u h  arelegallyresponsibleforanyviolationoftheselaws. 1 $   ConfidentialityofPersonnelInformation :ORS192.500 ThePublicRecords Actcontainsanumberofexemptions   forinformationmaintainedonStateemployeesincludinga personalprivacyexemptionwhichstates: Thefollowingpublicrecordsareexemptfromdisclosure...Informationofapersonalnaturesuchasthatkeptinapersonal,medicalorsimilarfile,ifthepublicdisclosurethereofwouldconstituteanunreasonableinvasionofprivacy,unlessthepublicinterestbyclearandconvincingevidencerequiresdisclosureintheparticularinstance.Thepartyseekingdisclosureshallhavetheburdenofshowingthatpublicdisclosurewouldnotconstituteanunreasonableinvasionofprivacy.(ORS196.500(2)(b)) ConfidentialityofWelfareApplicants/RecipientsInformation :ORS411.300 Regulationsconcerninguseand | custodyofrecords. (1)DHSshallmakeandenforcereasonablerulesandregulationsgoverningthecustody,useand E8 preservationoftherecords,tapes,filesandcommunicationsofDHS.Theuseofsuchrecords,papers,filesandcommunicationsbyanyotheragencyordepartmentofgovernmentorpersontowhichtheymaybefurnishedshallbelimitedtothepurposesforwhichtheyarefurnishedandbytheprovisionsofthelawunderwhichtheymaybefurnished.ORS411.320 Disclosureanduseofrecordslimited;contentsasaprivilegedcommunication. Fortheprotection  ofclients,DHScontractors...shallnotdiscloseorusethecontentsofanyrecords,files,papersorcommunicationsforpurposesotherthanthosedirectlyconnectedwiththeadministrationofthepublicassistancelawsofOregon,andtheserecords,filespapersandcommunicationareconsideredconfidentialsubjecttotherulesandregulationsofDHSanditsDivisions,exceptasotherwiseprovidedinORS411.325to411.335.Inanyjudicialproceedings,exceptproceedingsdirectlyconnectedwiththeadministrationofpublicassistancelaws,theircontentsareconsideredprivilegedcommunications.(Note:ORS421.325and411.330havebeenvoidedbycourtaction.)ORS411.335 Prohibiteduseoflistsornames. Nopersonoragencyshallsolicit,disclose,receive,makeuseof,or & authorize,knowinglypermit,participateinaoracquiesceintheuseof,anylistsofnamesforcommercialorpoliticalpurposesofanynature,foranypurposenotdirectlyconnectedwiththeadministrationofpublicassistancelaws.(Note:ORS411.325and41.330havebeenvoidedbycourtaction.)ORS411.990 Penalties (1)ViolationofORS411.320to411.335ispunishable,uponconviction,byafineofnotmore }!p+ than$1,000orbyimprisonmentinthecountyjailfornotmorethan60days,orbyboth.ViolationofORS192.500iscausefordisciplinaryactionunderORS240.555. Instructions: Contractorandsupervisorwillsignpriortostartofwork.ReturnoriginaltotheDHSProjectManager m$`"/ ordesignee.IcertifythatIhavereadtheforegoing.MysignaturebelowmeansthatIunderstandtheprovisionsoflawpertainingtotheconfidentialityofDHSrecordsandinformation.IalsounderstandthattheselawsmaychangefromtimetotimeandthatitismyresponsibilitytoreadandunderstandthesechangesasIamnotifiedofthem.K%X ,X9er4 hXXKName(pleaseprint): ___________________________________________________________________________ )'6 Signature:_______________________________________________ p Date_____________________ +)9 SupervisorsSignature:________________________________________________Date_____________________#&ƪ% o#XX%&ƪ  -+< #&ƪ%XX0#XX%&ƪ%XXXX#%&ƪ%X%X1##&ƪ%%%&ƪ01# 3   312  E  .3  0    XX%&ƪ%XXXX  Y/L-> #%&ƪ%X%XV2##&ƪ%%%&ƪu2#@` ` XX%&ƪ%XXXXExhibitGPersonalServicesContract~1028~~0~18~???~y??y#XXX%X#3#Ԉ     ProposaltoDepartmentofHumanServices#&ƪ%XX3#XX%&ƪSolicitation#1150#&ƪ%XXU4#XX%&ƪ  DatedzApril18zz?????z,2002&Signedby{WilliamE.Neale{{?????{#&ƪ%XX4#  3