WPCG yyŌB(Sş]ʰX>bI3#@I^M(*nEΆ6uJJ1?b-[$㑴 =կQ:ulUsI@$ǥ к6LކWrhG#j!FoB8'NqV4#i.L`_,0)4xo>s3>}(HF+y\\nK/؊ {4B(/5ڻ݅'-HY [xdq٢@E uO[81Gz; @ӗXҥ>T95o.v@u^>Oh[ #x2ZnV  #o^a{dBQA:lq4eHLix(6DV'+ks>(^9Ew 0 wU 0  0 V 0  0  0 q 0 L 1; 1 1I 1W 0st 0Le PUNZU N"UB.ULDNp BNvMx 1| 0 C MF 1iJ U:  1!U :! 0!<"f"a"f"a"E#f#a# 0B(#Nj# 0Dl#M#U.#-#$ B% D3%%&-'())N++ 0P;,U \,,,U>, 1%-%-%-%-%-%- 0- 1a. 1$/ 1/U*20 1\0 10 1j1 11 1x2 122 13U > 4MK4 1O4M4 0n4 0dH5 15M36 076 0W7M09 049M;M;M ; 1$; 1; 12< 1< 1@= 1= 1N> 1> 1\? 1? 1j@ 1@-xAA,CKCKCS1E"F"F"FFGGf,Ga.GfBGaDGfXGaZGfnGapGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpGpG CGGGGGGGGGGGGGGGGGGGfGaG\\DHR-TREE\pkwy2-ns1-p2$,,,,$0(hH  Z 6Times New Roman RegularX($ D [CBz,\Z&$!|x(hH  Z6Times New Roman Regular(hH 9Z 6Times New Roman Regular3#37=CIQYag1.a.i.(1)(a)(i)1)a)(3$ !  :#2  /C)  X s*XX^^"_s*.#I:\PMO\Templates\Contract Templates\examples\sow_102818_evisory.wpdI:\PMO\Templates\ContractTemplates\examples\sow_102818_evisory.wpd/  #s*_^^"V#        `     h   \  `$Times NewRoman(;3$2#  0  .3  0  U(O;$0  2#  a  .3  0` (#(#(b$0  0` (#(#2#   .3  0 ` (#` (#(xir$0  0` (#(#0 ` (#` (#2#(  0  )3  0 (# (#($0  0` (#(#0 ` (#` (#0 (# (#2#(  a  )3  0h(#(#(F$0  0` (#(#0 ` (#` (#0 (# (#0h(#(#2#(   )3  0h(#h(#($0  0` (#(#0 ` (#` (#0 (# (#0h(#(#0h(#h(#2#  0  )3  0(#(#({$0  0` (#(#0 ` (#` (#0 (# (#0h(#(#0h(#h(#0(#(#2#  a  )3  0p(#(#hG_cgkosw{Bullet ListBullet List(5hCEKQW]cioAutoList11.1.1.1.1.1.1.1.(EhCEKQW]cioAutoList21.1.1.1.1.1.1.1.(CEKQW]cioAutoList3A.A.A.A.A.A.A.A.1, 2, 3,Level 1Level 2Level 3Level 4Level 5B121, 2, 3,Numbers  .0  Huddleston DMV PERS SVCSXXXXX XXXX CCH>c$"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$Triangle0 %2A`ArialTT #E } /C)  X6XXk:\jhart\rfp\292\rfp292.wpd `     h      p      x   (#  %   1 X 9  #X[X67#&i(%XX[ dFFFF'dxd I  /C)    %X[XXX%s*X%X[.#I:\PMO\Templates\Contract Templates\examples\sow_102818_evisory.wpdI:\PMO\Templates\ContractTemplates\examples\sow_102818_evisory.wpd/  #s*%s*7#5K1s*#s*15K{#%s*s* #K } /C)  X6XXk:\jhart\rfp\292\rfp292.wpd `     h      p      x   (#  %   1 X 9  #X[X67#&i(%XX[ M  /C)    %X[XXX%s*X%X[.#I:\PMO\Templates\Contract Templates\examples\sow_102818_evisory.wpdI:\PMO\Templates\ContractTemplates\examples\sow_102818_evisory.wpd/  #s*%s*7#5K1s*#s*15K{#%s*s* P/Q+ d  _H 7G XX  SAMPLE#X[XG H 77#((3/Q$ !   d (uH Z DTimes New Roman (PCL6) Regular<   p`(&Times New RomanhCEIMQUY]aAutoList6i)1)a)6fz4Body Text  ?_%2A`Arial? 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P 1805MonumentAvenue,Suite314Richmond,VA23220  (  _  hereinafterreferredtoas"Contractor. 'X,XXX'I.0  EFFECTIVEDATEandDURATION 0"%% Thiscontractshallbecomeeffectiveonthedatethiscontracthasbeensignedbyeverypartyhereto,and,whenrequired,approvedbyDepartmentofAdministrativeServicesandDepartmentofJustice.Unlessterminatedorextended,thiscontractshallexpirewhenDHSacceptsContractorscompletedperformanceoron July1,2002 ,  % whicheverdateoccursfirst.ExpirationshallnotextinguishorprejudiceDHSsrighttoenforcethiscontractwithrespecttoanybreachofaContractorswarrantyoranydefaultordefectinContractorperformancethathasnotbeencured. II.0  PURPOSE %<#*%% ThiscontractprovidesforInformationTechnologyresourcesforindependentinformationtechnologyimagingconsultationservicestoevaluate,assess,analyzeandprovidehighlevel,recommendationsrelatingtothefeasibilityofDHSexistingimagingapplicationandrelatedprocessesbeingextendedtomeetthepotentialfuturedepartmentsdocumentmanagementrequirements. III.0  STATEMENTofWORK #%% Thestatementofwork(the Work)includingthedeliveryscheduleforsuchworkiscontainedinExhibitA,attachedandincorporatedbyreferenceintothiscontract.Contractoragreestoperformtheworkinaccordancewiththetermsandconditionsofthiscontract._ IV.0  CONSIDERATION #`!(%%  A .0  DHSagreestopayContractorforaccomplishingtheWorkasrequiredbythiscontract,plusanyallowable $L") expensesandanytravelandotherexpensereimbursementwhennotedherein.Paymentforallworkperformedunderthiscontractshallbesubjecttotheprovisionsof_ORS_Ԁ293.462andshallnotexceedthetotalmaximumsumof $57,402.00 .l'%,%%  &i(%XX[B.) 0  #X[X%&i(^#InterimpaymentsshallbemadetoContractorfollowingDHSsreviewandapprovalofinvoicessubmitted \(&- byContractor. %%   C .0  Contractorshallnotsubmitinvoicesfor,andDHSwillnotpay,anyamountinexcessofthemaximum  +(0 compensationamountsetforthabove.Ifthismaximumcompensationamountisincreasedbyamendmentofthiscontract,theamendmentmustbefullyeffectivebeforeContractorperformsworksubjecttothe ,*2 _amendment.ContractorshallnotifyDHS'sContractAdministratorinwritingthirty(30)calendardaysbefore -+3 +Da + XTRX3' LetterY<3'letterhead3' Letter3'letterheadT   +  _thiscontractexpires,oftheupcomingexpirationofthecontract.Nopaymentwillbemadeforanyservices   performedbeforethebeginningdateoraftertheexpirationdateofthiscontract,asitmaybeamendedfrom&i(%XX[ %% #X[X%&i($#   timetotimeinaccordancewithitsterms.   D. 0  Contractorshallsubmitmonthlyinvoicesforworkperformed.Theinvoicesshalldescribeallworkperformed  withparticularityandbywhomitwasperformedandshallitemizeandexplainallexpensesforwhichreimbursementisclaimed.TheinvoicesshallalsoincludethetotalamountinvoicedtodatebyContractorpriortocurrentinvoice.Contractorwillspecificallynotetheappropriateinvoicewhenonethirdandtwothirdsofthemaximumcontractamount,includingexpensereimbursement,hasbeenexpended.ContractorshallsendinvoicestoDHSsContractAdministrator(seeE.,below). %%  E. 0  TheDHSemployeeassignedtomonitorcontractcompliance,authorizepaymentandactasDHSsContract 5 (  Administratoronmattersconcerningthiscontractshallbe: %%   SusanEastmanordelegate  OfficeofInformationServices  OregonDepartmentofHumanServices  500SummerSt,NE  SalemOR97310  &i(%XX[  #X[X%&i(0#V.0  TRAVELandPERDIEM&i(%XX[qd%%  #X[X%&i(#Notravelorotherexpensesshallbepaidinadditiontothecostherein. ]P  VI.0  CONTRACTinitsENTIRETY 5(%% 3X,XS` XX,XX3ThisContractconsistsofthisdocumentandincludesthefollowinglistedexhibitswhicharelistedindescendingorderofprecedenceandareattachedandincorporatedintothisContractbyreference: A. 0  ExhibitA:0S%%StatementofWorkS%S%  B. 0  ExhibitB:0S%%GeneralProvisionsS%S%  C. 0  ExhibitC:0S%%CertificationStatementforIndependentContractorS%S%  D.   ExhibitD:0 S ConfidentialityAgreementS%S% L 4(3 L 3   3#2  E  .3  0    ExhibitE:0S%%CriminalHistoryAgreement3##݌S%S% Ќ   3   3$2  F  .3  0    Exhibit F:0S%%Solicitation#11503$$݌ S%S% Ќ  L ((4L G.   Exhibit G:0 S ContractorsProposaltoSolicitation#1150 x!S%S%  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.&i(%XX[  M#@!$ 9X,X` XX,XS` X9#X[X%&i("'#VII.0  MERGERCLAUSE;WAIVER %#&%% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven.ThefailureofDHStoenforceanyprovisionofthiscontractshallnotconstituteawaiverbyDHSofthatoranyotherprovision.&i(%XX[ +x)-   #X[X%&i(*#6X,XeS` XX,X` X6&i(%XX[3P+CONTRACTOR,BYEXECUTIONofTHISCONTRACT,HEREBYACKNOWLEDGESTHATCONTRACTOR I-<+/ HASREADTHISCONTRACT,UNDERSTANDSIT,ANDAGREESTOBEBOUNDBYITSTERMSAND_CONDITIONS.#X[X%&i(k+#2X XXX[ .,1 3P+ 3 3  &i(%XX[#&i(% %2&,# VIII.0 e CONTRACTORDATAandCERTIFICATION;SIGNATURESe%e%  #X[X%&i( -#Z XX[Name(exactlyasfiledwiththeIRS)________________________________________________  9X,XF XX,XeS` X9Address F ______________________________________________________________________  9X,XFXX,XF X90   F ______________________________________________________________________%% Telephone:()_________________Facsimile:()_________________Citizenship,ifapplicable:Nonresidentalien[]Yes[]No#X[X Z-#Z XX[ cV  XBusinessDesignation(checkone):[]Corporation(completionofExhibit C not requiredforCorporationsonly) R E  []ProfessionalCorporation[]Partnership[]SoleProprietorship?X ,XFXhXX,XFX?[]LimitedLiabilityCompany[]LimitedPartnership[]LimitedLiabilityPartnership#X[X Z0#H&i(%XX[0   $$  FederalTaxID#:____________________OR_SSN_:_____________________  ~ q  #X[X%&i(2#XX[#X[X3#XHZ XX[AbovePaymentinformationmustbeprovidedpriortocontractapproval.ThisinformationwillbereportedtotheInternalRevenue   Services(IRS)underthenameandtaxpayeridentificationsubmitted.(SeeIRS1099foradditionalinstructionsregardingtaxpayerI.D.numbers.)InformationnotmatchingIRSrecordscouldsubjectContractorto31percentbackupwithholding.#X[X Z4#s*XX[#X[Xs*5#Z XX[ Certification: TheindividualsigningonbehalfofContractorherebycertifiesandswearsunderpenaltyofperjury:(a)thenumbershown 2% onthisformisContractorscorrecttaxpayeridentification;(b)Contractorisnotsubjecttobackupwithholdingbecause(_i_)Contractorisexemptfrombackupwithholding,(ii)ContractorhasnotbeennotifiedbytheIRSthatContractorissubjecttobackupwithholdingasaresultofafailuretoreportallinterestordividends,or(iii)theIRShasnotifiedContractorthatContractorisnolongersubjecttobackupwithholding;(c)s/heisauthorizedtoactonbehalfofContractor,s/hehasauthorityandknowledgeregardingContractorspaymentoftaxes,andtothebestofher/hisknowledge,ContractorisnotinviolationofanyOregontaxlawsasdefinedinOAR150305.385,referencedinExhibitB,paragraph12ofthiscontract;(d)Contractorisanindependentcontractorasdefinedin_ORS_Ԁ670.600;and(e)theaboveContractordataistrueandaccurate.#X[X Z!6#$4&i(%XX[ X < , XX ,XFXhX<#X[X%&i(:#&i(%XX[IX. 0  CONTRACTORS:YOUWILLNOTBEPAIDFORSERVICESRENDEREDPRIORTONECESSARY   STATEAPPROVALS. %%  #X[X%&i(X;#^^"_XX[0 ,  X , X0#X[X_^^"D<# A.0  &i(%XX[Contractor:#X[X%&i(<#&i(%XX[6)#%% #X[X%&i(9=#^^"_XX[  #X[X_^^"=#&i(%XX[<  IXX ,  X<0  By: I Title:     2     Date:_______________m`&%% =Ӏ#X[X%&i(=#&i(%XX[ 3&'  #X[X%&i((?#&i(%XX[B.0  DepartmentofHumanServices,OfficeofInformationServices: #X[X%&i(?#^^"_XX[EX<VX  IXXE (%% #X[X_^^"@#&i(%XX[< 9  e           q#X[X%&i(@#Z XX[ԀChiefInformationOfficer#X[X ZzA#&i(%XX[  ) EX eV7XX<VXE     I   q#X[X%&i(A#Z XX[ԀDeputyChiefInformationOfficer#X[X ZB#&i(%XX[ * Q(  wI 2"XX eV7XQ  By:_________________________________Title:  q#X[X%&i( C#Z XX[ԀComputerCenterManager#X[X ZC#&i(%XX[      Date:_______________ + #X[X%&i(RD#@Z XX[T"  wX2XY"X  wI 2"XT30  Address:500SummerStNE,SalemOR97310#X[X ZD#&i(%XX[ ,%% #X[X%&i(E#&i(%XX[ #X[X%&i(9F#&i(%XX[C.0  #X[X%&i(F#jE SeeExhibitAStatementofWorkonnextpage. &i(%XX[REVIEWED:#X[X%&i(F#&i(%XX[ ["N .%%  #X[X%&i(BG#^^"_XX[ #X[X_^^"G#&i(%XX[  By:   *      2   Date:_______________#X[X%&i(G#&i(%XX[ $  #!0   #X[X%&i(H#Z XX[Dwight_Endicott_,DHS/OISContractsCoordinator,DepartmentofHumanServices,ordelegate.G#X[X ZiI#  #`!(   8jdXXd8  $L") +Da + XTRX3' LetterY<3'letterhead3' Letter3'letterheadT   +  }JkJ_J  ExhibitA   StatementofWorkLAcknowledgedandAgreedbytheParties:   ThetasksshallbeperformedusingestablishedDHS/OISdevelopment,maintenanceandacceptancecriteria  methodologiessetforthinDHSsInformationSystemsStandardsandProceduresManual.WrittendocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManual.@* IntheabsenceofestablishedDHS/OISdevelopment,maintenanceandacceptancecriteriamethodologies, m ` ContractorshallcompleteallworkdescribedintheStatementofWorkaccordingtomethodologiesandstandardsthatconformtodocumentationstandards,definitions,andrecommendedpracticesknowntobegenerallyacceptedintheindustry,unlessotherwiseapprovedinwritingbyDHS.Unlessongoing,eachtaskshallbecompletedwithinthetimeframeandapprovedbytheDHSProjectManagerandunlessoverlapping,workshallnotbestartedonthenexttaskuntiltheprioroneiscomplete.Ifoverlappingtasks,thenworkshallbecloselymonitoredbytheDHSProjectManagerandstoppediftheDHSProjectManagerdoesnotapprovethepriortask.DHSshallsupplyContractorwithaccessto1)  RequiredDHSdesignatedmanagementandstaff;  2)  HighlevelanalysisdocumentassessingexistingimagingSW/HW,businesspracticesandworkflow;and }p 3)0  DHSAdvancePlanningDocument(APD)containinginputsregardingfutureimagingfunctionalityand i\ volumeexpansionneeds.  UH%%    $X[XXX[#X[XX$X[CT#hX,XXX[H+ 4 <DL!X,XXH[  hXhX, h_   [T  #[_T#)[)X,X)Task#1:Research,Assess,AnalyzeandRecommendHighLevel,EnterpriseWideImagingSolutionsand   BestPractices. [TwU݌  Ќ )X,XX)X,hX,XX)X,        L h3 LContractorshallresearch,assess,analyzeandrecommendhighlevel,enterprisewideimagingsolutionsandbest  practices#hXhX,U#hX,Xh#X[XXhX,U#)X,XXX[ԀfortheDHSintegrated_EDMS_Ԁandprovidebothwrittenandelectronicversiondocumentincludingthe  followingnine(9)#X[XX)X,X#)X,XXX[#)X)X,NX#)X,X)Ԁareaspecificdocumentsasdescribedwithinthistask. Contractorshallincludeconsiderationof  thefeasibilityofextendingexisting #X[XX)X,}Y#hX,XXX[imagingapplications,asdescribed#X[XXhX,Z#)X,XXX[#)X)X,Y#)X,X)inDHS#X[XX)X,[#highlevelanalysisdocument  assessingexistingimagingSW/HW,businesspracticesandworkflow#[XX[Q[#X[X[)X,XXX[,tomeet #X[XX)X,O\#hX,XXX[potentialdocumentmanagement  needsofthefuture,integrated_EDMS_#X[XXhX,\#)X,XXX[#)X)X,0\#)X,X) asisdeterminedthrougheachofthe nine(9)areaspecificdocuments.#)X)X,]#)X,X)#X[XX)X,Y]#)X,XXX[     Contractorshallincludethenamesofbusinesses,rankthemandprovideestimatedcostrangesforthosesolutions m!`" whichmeet#X[XX)X,r^##[XX[0^#X[X[hX,XXX[potentialdocumentmanagementneedsofthefuture,integrated_EDMS_#X[XXhX,_#)X,XXX[#)X)X,_#)X,X) asisdeterminedthrougheach Y"L # ofthe nine(9)areaspecificdocuments.#)X)X,`#)X,X)#X[XX)X,H`#)X,XXX[  I#r#)X,XXX[3tt݌t%% Ќ   m ` #)X)X,u#+)X,XXX)+ EX C \ $(^C-XXX-Ӏ0  RecommendationsofSW/HWshallinclude,butnotbelimitedto,purchasesthatwouldbeneededtomeetthe Y L  capacityneeds,including,butnotlimitedtothenumberofjukeboxes,printersorclientservers,etc./)XXX)X,cv/+)X,XXX)+#X[XX)X,u#)X,XXX[E 8 %% H.---4 <DL!XXHC 1 $$\C ,E Ӏ   1 $   -XX---4X-2)0  CapacityPlanningDocument:Hardware/SoftwareComparisonDocument(ArchitecturalRequirements)  %%  -XXXX-0  Contractorshalldevelopcapacityplanninghardware/softwarearchitecturalrequirementscomparisondocument.    Relevantresearchshallinclude,butnotbelimitedto,#X[XX)X,x#/[XXXX[;x/ )[+)X,XXX)+ %% L `($1L 3   -XXXX-  3t|2  1  )3  0    Extensibility(functionalityexpansion)andabilitytomanagevariedDHS_workflows_Ԁandformsas   functionalitytoimagingacrosstheenterpriseisadded;3t||݌ %% Ќ  L a((`L 3     3~2  2  )3  0    Documentmanagement,storage,captureandretrievalfunctionscapableofmanaginganyformofdigital  documentandthatprovidereasonableeaseforausertoindexandcategorizedocumentsusingthemanagementtool;3~~݌ %% Ќ   3     3:2  3  )3  0    Systemsupportsbothpersonalandhighspeedbatchdocumentprinting,publicationofdocumentcollections }p toCDformatandexportationofdocumentsforusebyathirdpartyshouldDHSrequirethisfunctionality;3:q݌ %% Ќ   3     32  4  )3  0    Compatibilitywithothertools,currentOISstandard_toolsets_Ԁandthirdpartyapplications,allowing UH documentstobeextracted,containedbyastandardfileformatandprovisionforanefficientexportationfacilitythatwillallowforeaseoftransferringdocumentsthroughouttheenterprise;3#݌ %% Ќ   3     32  5  )3  0    Flexibilitytoquicklyreacttotheunpredictablenatureofcapturerequirementchangesacrossanentire   organization;3G݌ %% Ќ   3     3e2  6  )3  0    Storagemanagementarchitectureandindexingcapabilitiesthatallowforfastretrievalforactivedocuments,  whileprovidinglowcostarchivingfunctionality;3e݌ %% Ќ   3     32  7  )3  0    Read,add,change,andinquiry_functionalities_Ԁthatallowforreasonableease/)XXX)X,{/+)X,XXX)+#X[XX)X,{#)X,XXX[Ԁtolearnandimplement;3݌%% Ќ   3     3؈2  8  )3  0    Estimateddesktopupgradecosts,ongoingmaintenanceandlicensingcosts,minimalcostsofaddons,e.g.  Scalability(easeandcoststoupgradeandexpand);3؈݌ %% Ќ   3     3T2  9  )3  0    Responsetimeespeciallyindeliveringdocumentstothedesktopandincludefunctionsforpersonal   manipulationofthedocuments,suchasannotation,copyingandprinting;3T݌ %% Ќ    10)OCR/ICR/OMRandWebenabledfunctionality;  11)EaseofsystemadministrationandlevelofrequiredStatestaff;  12)Vendor_helpdesk_Ԁsupport;  13)Supplierresponsetime(s)tosysteminterruptionsorfailures;  14)Securityfunctionalityonalllevelsincluding,butnotlimitedto,user,data,application;  15)Proposedlongevityofequipment;  16)Compare/contrastsoftwaredevelopedinhousewithvendorsolutionavailability;and  17)Providefordatacaptureandextraction.L h(aL  #)X)X,#)X,X)#X[XX)X,^#)X,XXX[H.---4 <DL!XXHC \ $hC#)X)X,#  )X,X)3)   CompatibilityAssessmentDocument:  )'+  ҏ  ContractorshallanalyzeandevaluateDHSmaintainingtodaysnonstandardtoolsandassesstheimpactofnotutilizingexitingOISstandardtools,platformsandinfrastructure.  ,E+ 4 <DL!---4XE Q $XX$ 4)   ConversionImpactDocument:  e-X+/ _  Contractorshall#X[XX)X,#)X,XXX[Ԁanalyzeandevaluate#X[XX)X,h#)X,XXX[ԀconversionimpactofDHSconvertingtootherimagingtoolsincluding,    butnotlimitedto,whatothertoolsarerecommendedoutsidecurrentHW/SW,whatwouldbeDHSconversionandimmigrationefforts,andwhatwouldbetheimpactoncurrentDHScustomers.  QB+ 4 <DL!XBB.---4 <DL!XB ,   5)   ProvideBestPracticesforIncorporatingImagingintotheWorkflowProcessesandCreateChange  RequestImpactDocument:      Contractorshallassesscurrentandfutureworkflowassessments,businesspractices,andfutureneedsthatmayhinderorenhancetheefficiencyorresponsetimeofourexistingandfutureimagingsystemsandshallstatetheseverityofimpact.Thisassessmentshallinclude,butisnotlimitedto: L bj($\L 3     372j  1  )3  0    DHShassomeunindexedqueries; C 37n݌] P %% Ќ   3     352j  2  )3  0    DHSdoesnotuseprefetch; 35l݌I < %% Ќ   3     3/2j  3  )3  0    Addingnewlayersofsecurity; C 3/f݌5 ( %% Ќ   3     3,2j  4  )3  0    UsingMobiusvs.ComputerOutputtoLaserDisc(COLD)reporting;  3,c݌!  %% Ќ   3     3K2j  5  )3  0    Currentlyusingreadonlyfunctionality;  3K݌  %% Ќ   3     3S2j  6  )3  0    Impactadditionalfunctionsoutsideofreadonly(seeDocument#6).3S݌ %% Ќ         ;    C      K     Q,C \ $(bC*X---4X* 6)   ChangeControlGuidelinesDocument:     Contractorshalldevelopastepbystepassessmentguidefordeterminingthepotentialimpactofmakingchanges,addingnewSW/HWandaddingfunctionalityand/oruserstotheexistingimagingsystem.Theassessmentguideshalladdressquestionsincluding,butnotlimitedto,L cz($\L 3     3U2z  1  )3  0    WhatshouldDHSwatchoutfor;and3U݌x%% Ќ  L d((cL 3   0  32  2  )3  0%%  WhatquestionsshouldDHSaskandwhereshouldtheybedirectedto.3͡݌qd%% Ќ   ]P  7)   StaffingProjectionsandRoles/ResponsibilitiesDocument:  I<  ,Q'XX'  Contractorshall#X[XX)X,#)X,XXX[Ԁanalyzeandevaluate#X[XX)X,#)X,XXX[ԀstaffinglevelrequirementsandstaffrolesandresponsibilitiesfortheDHS 9, EDMS.Thisshallinclude,butnotbelimitedto,  #X[XX)X,#)X,XXX[ % L e((dL 3   q,B+M My <DL!XB #X[XX)X,ޤ#)X,XXX[3}2  1  )3  0    IdentifywherethedivisionbetweenbusinessandOISrolesinadministeringimagingbeginandend;3}H݌%% Ќ  #X[XX)X,)# 3   )X,XXX[3i2  2  )3  0    HowmanyOISversusbusinessstaff;3i݌%% Ќ   3   3r2  3  )3  0    SkilllevelneededforbothbusinessandOIS;  3r݌%% Ќ   3   3r2  4  )3  0    Initialtrainingneeds;and  3r݌%% Ќ   3   3`2  5  )3  0    Ongoingtrainingneeds.3`݌%% Ќ  L \$(eL  ,qH.4 <DL!MMy XHH.---4 <DL!, XHC \ $$\C   8)   SecurityNeedsAssessmentDocument:    -X---4X-   Basedonthedatastoredortobestoredontheimagingsystem,asdescribedbyDHS,Contractorshallanalyze,evaluate,#X[XX)X,#)X,XXX[Ԁdocumentandrecommendsecurityrequirementsincluding,butnotlimitedto, u!h" L g($\L 3     32  1  )3  0    Whatlevelsofsecurityareandwillbeneeded;  3݌a"T #%% Ќ   3     3ʯ2  2  )3  0    Whenwillthenumberoflayersofsecurityimpactsystemefficiency;  3ʯ݌M#@!$%% Ќ   3     32  3  )3  0    BothintranetandInternetsecuritybestpractices;and K 3$݌9$,"%%% Ќ   3   0 XX0  32  4  )3  0    Bestpracticesforadministeringsecuritybasedonbusinessfunction,needs,confidentialityandauthority %%#& (rolesandresponsibilities).#X[XX)X,#)X,XXX[3j݌&$'%% Ќ  L \$(gL ,H+ 4 <DL! XH   'XXXX'9)  OutsourcingFeasibilityStudyDocument: '%) -XX,XXXX- 0  Contractorshallperformafeasibilitystudy,basedupondatagatheredfromproceeding eight(8)areaspecific (&* documentsforconsiderationofoutsourcingallorpartoftheEDMS.Contractorshallevaluatechangesorrequirementsincluding,butnotlimitedto, %%   1)0  Modificationstospaceandfacilities;+)-%%   2)0  Training;,x*.%%   3)0  Staffingeffects,increasesordecreases;q-d+/%%   4)0  Changesin_procedures;].P,0%%   5)0  Changesinforms; %%   6)0  Organizationalchanges;and%%   7)0  Security ` #X[XX)X,#)X,XXX[ #X[XX)X,#)X,XXX[%% #X[XX)X,3#$X[XXX[Deliverable:  #X[XX$X[# ContractorshalldeliverawrittenreportconsistentwiththeTask#1narrativetotheDHSProjectManagerfor  acceptanceandapproval.)X,XXX[Ԁ#X[XX)X,#DHSProjectManager)X,XXX[Ԁshallreviewdelivered,finalworkproductanditscomponentsfor  thoroughnessandcompleteness.#X[XX)X,#DHSProjectManager)X,XXX[Ԁshallsignoffonresearch,findingsanddocumentation#X[XX)X,#)X,XXX[that x arecomplete.ContractorshallmakecorrectionsapprovedbytheDHSProjectManager#X[XX)X,;#X,XXX[.#X[XXX,#$X[XXX[  q d #X[XX$X[/# Uponfinalacceptance andapprovalthroughtheDHSProjectManager,theContractorshallmakepresentationof I <  thesematerialstotheDHSidentifiedstaffforacceptanceandapproval.Contractorshall)X,XXX[makecorrectionsapproved 9 ,  bytheDHSProjectManager#X[XX)X,w#X,XXX[. #X[XXX,#$X[XXX[ %   DeliverableDueDate:#X[XX$X[J#Ԁ$X[XXX[ 35calenderdaysaftercontractexecution#X[XX$X[# )X,XXX[0 p #X[XX)X,5#%X[XXX[ p%p% NottoExceedDollars:$#X[XX%X[#C57,402.00    _    _T&'/VExhibitB   GeneralProvisions      1.0  IndependentContractor;ResponsibilityforTaxesandWithholding %% B(X u}L"XXX,XB0  a. 0%%ContractorshallperformallrequiredWorkasanindependentcontractor.AlthoughDHSreservestheright  to(1)determine(andmodify)thedeliveryschedulefortheWorktobeperformedand(2)evaluatethequalityofthecompletedperformance,DHScannotandwillnotcontrolthemeansormannerofContractor'sperformance.ContractorisresponsiblefordeterminingtheappropriatemeansandmannerofperformingtheWork. %% 0  b. 0%%IfContractoriscurrentlyperformingworkfortheStateofOregonorthefederalgovernment,Contractorby I <  signaturetothiscontractdeclaresandcertifiesthat:ContractorsWorktobeperformedunderthiscontractcreatesnopotentialoractualconflictofinterestasdefinedby_ORS_Ԁ244andnorulesorregulationsofContractorsemployingagency(stateorfederal)wouldprohibitContractorsWorkunderthiscontract.Contractorisnotan officer, employee,or agentofDHS,asthosetermsareusedin_ORS_Ԁ30.265. %% 0  c. 0%%Contractorshallberesponsibleforallfederalorstatetaxesapplicabletocompensationorpaymentspaid  toContractorunderthiscontractand,unlessContractorissubjecttobackupwithholding,DHSwillnotwithholdfromsuchcompensationorpaymentsanyamount(s)tocoverContractorsfederalorstatetaxobligations.ContractorisnoteligibleforanySocialSecurity,unemploymentinsuranceorworkerscompensationbenefitsfromcompensationorpaymentspaidtoContractorunderthiscontract,exceptasaselfemployedindividual. %%  2.0  SubcontractsandAssignment;SuccessorsinInterest M@%% 0  a. 0%%ContractorshallnotenterintoanysubcontractsforanyoftheWorkrequiredbythiscontract,orassignor % transferanyofitsinterestinthiscontract,withoutthepriorwrittenconsentofDHS.InadditiontoanyotherprovisionsDHSmayrequire,ContractorshallincludeinanypermittedsubcontractsunderthiscontractarequirementthatthesubcontractorbeboundbySections2,6,7,11,and13ofthisexhibitasifthesubcontractorweretheContractor.DHSsconsenttoanysubcontractshallnotrelieveContractorofanyofitsdutiesorobligationsunderthiscontract. %% 0  b. 0%%Theprovisionsofthiscontractshallbebindinguponandshallinuretothebenefitofthepartieshereto,and   theirrespectivesuccessorsandpermittedassigns,ifany. %%  3.0  NoThirdPartyBeneficiaries. DHSandContractoraretheonlypartiestothiscontractandaretheonlyparties e"X # entitledtoenforceitsterms.Nothinginthiscontractgives,isintendedtogive,orshallbeconstruedtogiveorprovideanybenefitorright,whetherdirectly,indirectlyorotherwise,tothirdpersonsunlesssuchthirdpersonsareindividuallyidentifiedbynamehereinandexpresslydescribedasintendedbeneficiariesofthetermsofthiscontract. %%  4.0  FundsAvailableandAuthorized;Payments '%)%% 0  a. 0%%ContractorshallnotbecompensatedforWorkperformedunderthiscontractbyanyotheragencyor (&* departmentoftheStateofOregon.DHShassufficientfundscurrentlyavailableandauthorizedforexpendituretofinancethecostsofthiscontractwithinDHS'sbiennialappropriationorlimitation.ContractorunderstandsandagreesthatDHS'spaymentofamountsunderthiscontractattributabletoWorkperformedafterthelastdayofthecurrentbienniumiscontingentonDHSreceivingfromtheOregonLegislativeAssemblyappropriations,limitations,orotherexpenditureauthoritysufficienttoallowDHS,intheexerciseofitsreasonableadministrativediscretion,tocontinuetomakepaymentsunderthiscontract.i.\,0%% & & X &  _0  b. 0%%DHSwillonlypayforcompletedworkthatisacceptedbyDHS.  %%   ,   5.     0  RepresentationsandWarranties %%   a.0  ContractorsRepresentationandWarranties :ContractorrepresentsandwarrantstoDHSthat(1)  Contractorhasthepowerandauthoritytoenterintoandperformthiscontract,(2)thiscontract,whenexecutedanddelivered,shallbeavalidandbindingobligationofContractorenforceableinaccordancewithitsterms,(3)theWorkunderthiscontractshallbeperformedinagoodandworkmanlikemannerandinaccordancewiththehighestprofessionalstandards,(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   5aaboveshallnotexceed:(1)twicethetotalcontractamount(includinganyamendments)or(2)$100,000whicheverisgreater. %% 0  c.0%%WarrantiesCumulative :Thewarrantiessetforthinthissectionareinadditionto,andnotinlieuof,any  otherwarrantiesprovided. %%  6.0  OwnershipofWorkProduct. AllworkproductofContractorthatresultsfromthiscontract("theWork eX Product")istheexclusivepropertyofDHS.DHSandContractorintendthatsuchWorkProductbedeemed workmadeforhireofwhichDHSshallbedeemedtheauthor.IfforanyreasontheWorkProductisnotdeemed workmadeforhire,ContractorherebyirrevocablyassignstoDHSallofitsright,title,andinterestinandtoanyandalloftheWorkProduct,whetherarisingfromcopyright,patent,trademark,tradesecret,oranyotherstateorfederalintellectualpropertylawordoctrine.ContractorshallexecutesuchfurtherdocumentsandinstrumentsasDHSmayreasonablyrequestinordertofullyvestsuchrightsinDHS.ContractorforeverwaivesanyandallrightsrelatingtotheWorkProduct,includingwithoutlimitation,anyandallrightsarisingunder17USC106Aoranyotherrightsofidentificationofauthorshiporrightsofapproval,restrictionorlimitationonuseorsubsequentmodifications. %%  7.0  Indemnity.  !%%   X,XXX[a.GeneralIndemnity: Contractorshalldefend,holdharmlessandindemnifytheStateofOregon,DHSand }!p" 0  itsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsandexpensesofanynatureresultingfrom,arisingoutof,orrelatingtotheactivitiesofContractororitsofficers,employees,subcontractors,oragentsunderthisContract. %%   b.IntellectualPropertyIndemnity: Withoutlimitingthegeneralindemnityprovision,Contractorexpressly &$' 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,SystemorDeliverables Y/L-1 infringeathirdparty'sIntellectualPropertyRights,Contractormay,atitsownexpenseandoptionanduponreceiptofDHS'spriorwrittenconsent,replaceaninfringingitemwithanoninfringingitemthatmeetsorexceedstheperformanceandfunctionalityofthereplaceditem.#X[XXX,[#%%  8.0  Insurance %% 0  a. 0%%DuringthetermofthiscontractContractorshallmaintaininforceatitsownexpense,eachinsurancenoted  below: %% ]+X 'u}L"XX u}L"X]0  0%% (1) 0'%%WorkersCompensationinsuranceincompliancewithORS656.017,whichrequiressubjectemployers x toprovideOregonworkerscompensationcoverageforalltheirsubjectworkers. '%'%   , 0  0%% %%     (2) 0 ' GeneralLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan$1,000,000 M @  eachoccurrenceforBodilyInjuryandPropertyDamage.Itshallincludecontractualliabilitycoveragefortheindemnityprovidedunderthiscontract.ItshallprovidethattheStateofOregon,DepartmentofHumanServices,andtheirdivisions,officersandemployeesareAdditionalInsuredsbutonlywithrespecttotheContractorsservicestobeprovidedunderthiscontract. '%'%  0    (3)0'%% AutomobileLiabilityinsuranceasrequiredbytheOregonFinancialResponsibilityLaw(ORS806.060),  includingcoverageforowned,hiredornonownedvehicles,asapplicable. &i(%XX['%'% #X[X%&i(#0    (4)0'%% ProfessionalLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan  $1,000,000eachclaim,incidentoroccurrence.Thisistocoverdamagescausedbyerror,omissionornegligentactsrelatedtotheprofessionalservicestobeprovidedunderthiscontract. i\'%'% 0  0%% %% 0  b. 0%% NoticeofCancellationorChange: Thereshallbenocancellation,materialchange,reductionoflimitsor A4 intentnottorenewtheinsurancecoverage(s)without30dayspriorwrittennoticefromContractororitsinsurer(s)toContractsCoordinator,OregonDepartmentofHumanServices. %% 0  c. 0%% CertificatesofInsurance: Asevidenceoftheinsurancecoveragesrequiredbythiscontract,Contractor  shallfurnishacceptableinsurancecertificatestoContractsCoordinator,OregonDepartmentofHumanServicespriortocommencingtheWork.ThecertificatewillspecifyallofthepartieswhoareAdditionalInsureds.InsuringcompaniesorentitiesaresubjecttoStateacceptance.Ifrequested,completecopiesofinsurancepolicies,trustagreements,etc.,shallbeprovidedtotheState.Contractorshallbefinanciallyresponsibleforallpertinentdeductibles,selfinsuredretentionsand/orselfinsurance. %%  9.0  Termination m!`"%% 0  a.0%%PartiesRighttoTerminateforConvenience :Thiscontractmaybeterminatedatanytimebymutual E#8!$ writtenconsentoftheparties. %% 0  b.0%%DHSsRighttoTerminateforConvenience :DHSmay,atitssolediscretion,terminatethiscontract,in  &$' wholeorinpart,upon30daysnoticetoContractor. %% 0  c.0%%DHSsRighttoTerminateforCause :DHSmayterminatethiscontract,inwholeorinpart,immediately (&* uponnoticetoContractor,oratsuchlaterdateasDHSmayestablishinsuchnotice,upontheoccurrenceofanyofthefollowingevents: %% 0  0%% (1)0'%% DHSfailstoreceivefunding,orappropriations,limitationsorotherexpenditureauthorityatlevels ,|*. sufficienttopayforContractorsWork; '%'% 0  0%% (2)0'%% FederalorStatelaws,regulationsorguidelinesaremodifiedorinterpretedinsuchawaythateitherthe Q/D-1 WorkunderthiscontractisprohibitedorDHSisprohibitedfrompayingforsuchWorkfromtheplannedfundingsource; '%'% 0  0%% (3)0'%% ContractornolongerholdsanylicenseorcertificatethatisrequiredtoperformtheWork;or'%'% 0  0%% (4) 0'%%Contractorcommitsanymaterialbreachordefaultofanycovenant,warranty,obligationoragreement b underthiscontract,failstoperformtheWorkunderthiscontractwithinthetimespecifiedhereinoranyextensionthereof,orsofailstopursuetheWorkastoendangerContractorsperformanceunderthiscontractinaccordancewithitsterms,andsuchbreach,defaultorfailureisnotcuredwithin10businessdaysafterdeliveryofDHSsnotice,orsuchlongerperiodasDHSmayspecifyinsuchnotice. '%'% 0  d.0%%ContractorsRighttoTerminateforCause :Contractormayterminatethiscontractupon30daysnotice  ,  toDHSifDHSfailstopayContractorpursuanttothetermsofthiscontractandDHSfailstocurewithin30daysafterreceiptofContractorsnotice,orsuchlongerperiodofcureasContractormayspecifyinsuchnotice. %%    e.0  Remedies :%%     (1) 0 ' IntheeventofterminationpursuanttoSections9a,9b,9c(1),9c(2)or9dofthisexhibit,Contractors ~ soleremedyshallbeaclaimforthesumdesignatedforaccomplishingtheWorkmultipliedbythepercentageofWorkcompletedandacceptedbyDHS,lesspreviousamountspaidandanyclaim(s)whichStatehasagainstContractor.IfpreviousamountspaidtoContractorexceedtheamountduetoContractorunderthisSection,ContractorshallpayanyexcesstoDHSupondemand. '%'%    0  (2)0'%% IntheeventofterminationpursuanttoSection9c(3)or9c(4)ofthisexhibit,DHSshallhaveany  H remedyavailabletoitinlaworequity.IfitisdeterminedforanyreasonthatContractorwasnotindefaultunderSection9c(3)or9c(4)ofthisexhibit,therightsandobligationsofthepartiesshallbethesameasifthecontractwasterminatedpursuanttoSection9bofthisexhibit. '%'%    f.0  ContractorsTenderUponTermination: Uponreceivinganoticeofterminationofthiscontract,  Contractorshallimmediatelyceaseallactivitiesunderthiscontract,unlessDHSexpresslydirectsotherwiseinsuchnoticeoftermination.Uponterminationofthiscontract,ContractorshalldelivertoDHSalldocuments,information,worksinprogressandotherpropertythatareorwouldbedeliverableshadthecontractbeencompleted.UponDHSsrequest,ContractorshallsurrendertoanyoneDHSdesignates,alldocuments,researchorobjectsorothertangiblethingsneededtocompletetheWork. %%   w 10.0  LimitationofLiabilities.EXCEPTFORLIABILITYARISINGUNDERORRELATEDTO ""` # SECTION5aOR9e(2)OFTHISEXHIBIT,NEITHERPARTYSHALLBELIABLEFOR(A)ANYINDIRECT,INCIDENTAL,CONSEQUENTIALORSPECIALDAMAGESUNDERTHECONTRACTOR(B)ANYDAMAGESOFANYSORTARISINGSOLELYFROMTHETERMINATIONOFTHISCONTRACTINACCORDANCEWITHITSTERMS. %$'%%  11.0  RecordsMaintenance;Access. Contractorshallmaintainallfiscalrecordsrelatingtothiscontractin '%) accordancewithgenerallyacceptedaccountingprinciples.Inaddition,ContractorshallmaintainanyotherrecordspertinenttothiscontractinsuchamannerastoclearlydocumentContractor'sperformance.ContractoracknowledgesandagreesthatDHS,theOregonSecretaryofState'sOffice,theFederalGovernment,andtheirdulyauthorizedrepresentativesshallhaveaccesstosuchfiscalrecordsandallotherbooks,documents,papers,plans,andwritingsoftheContractorthatarepertinenttothiscontractforthepurposeofperformingexaminationsandaudits,andmakingexcerptsandtranscripts. %%   Contractorshallretainandkeepaccessibleallsuchfiscalrecords,books,documents,papers,plans,andwritings0  foraminimumofthree(3)years,orsuchlongerperiodasmayberequiredbyapplicablelaw,followingfinal /8.2 '/V  'Xw '  paymentandterminationofthiscontract,oruntiltheconclusionofanyaudit,controversyorlitigationarisingoutoforrelatedtothiscontract,whicheverdateislater. %%  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. %%  13.0  ForeignContractor. IfContractorisnotdomiciledinorregisteredtodobusinessintheStateofOregon,    ContractorshallpromptlyprovidetotheOregonDepartmentofRevenueandtheSecretaryofStateCorporationDivisionallinformationrequiredbythoseagenciesrelativetothiscontract.ContractorshalldemonstrateitslegalcapacitytoperformtheWorkunderthiscontractintheStateofOregonpriortoenteringintothiscontract. %%  14.0  ForceMajeure. NeitherDHSnorContractorshallbeheldresponsiblefordelayordefaultcausedbyfire,riot, v naturaldisasters,orwarwheresuchcausewasbeyondthereasonablecontrolofDHSorContractor,respectively.Contractorshall,however,makeallreasonableeffortstoremoveoreliminatesuchacauseofdelayordefaultandshall,uponthecessationofthecause,diligentlypursueperformanceofitsobligationsunderthiscontract. %%  15.0  Survival. Allrightsandobligationsshallceaseuponterminationorexpirationofthiscontract,exceptforthe @ rightsandobligationssetforthintheContractSectionI.EFFECTIVEDATEANDDURATION,andinparagraphs5,6,7,9,10,11,15and21ofthisexhibit. %%  16.0  TimeisoftheEssence. Contractoragreesthattimeisoftheessenceunderthiscontract.%%  17.0  WrittenNotice. Allnoticesregardingthiscontractmustbegiventothepartiesinwritingbypersonaldelivery  ormailingthesame,postageprepaid,tothefollowingaddresses: %%   `+X 'u}L"XX 'u}L"X`DHS:0 '   DwightEndicott,ContractsCoordinator,ordelegaten'%'% 0   '   OregonDepartmentofHumanServices %% 0   '   500SummerStreetNE/MailingCodeE03 %% 0   '   SalemOR973101080 %% `+X ' }L"XX 'u}L"X`   '   FacsimileNumber:5033737365   '   PhoneNumber:50394561560   %%   Contractor:   WilliamE.Neale $ #&   0 ' 0'%'%VicePresident,BusinessDevelopment %%   0 ' 0'%'%eVisoryConsulting,Inc. %%   0 ' 0'%'%1805MonumentAvenue,Suite314 %%   0 ' 0'%'%Richmond,VA23220 %%   0 ' 0'%'%PhoneNumber:8043427400 %%   0 ' 0'%'%FacsimileNumber:8043427421     } j*(,%% 0  B,*.%% 0     Anynoticedeliveredbyfacsimileshallbedeemedtobegivenwhenreceiptofthetransmissionisgeneratedbythetransmittingmachine.TobeeffectiveagainstDHS,suchfacsimiletransmissionmustbeconfirmedbytelephonenoticetoDHSsContractAdministrator. %%   X18.0  Severability. Thepartiesagreethatifanytermorprovisionofthiscontractisdeclaredbyacourtofcompetent  jurisdictiontobeillegalorinconflictwithanylaw,thevalidityoftheremainingtermsandprovisionsshallnotbeaffected,andtherightsandobligationsofthepartiesshallbeconstruedandenforcedasifthecontractdidnotcontaintheparticulartermorprovisionheldtobeinvalid. %%  19.0  Counterparts. Thiscontractmaybeexecutedinseveralcounterparts,allofwhichwhentakentogethershall  P  constituteoneagreementbindingonallparties,notwithstandingthatallpartiesarenotsignatoriestothesamecounterpart.Eachcopyofthecontractsoexecutedshallconstituteanoriginal. %%  20.0  DisclosureofSocialSecurityNumber. ContractormustprovideContractorsSocialSecuritynumberunless \  ContractorprovidesafederaltaxInumber.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 L anymannerwhatsoever,exceptbywrittenagreementsignedbytheparties.Thiscontractwillnotbeamendedaftertheexpirationdate. %%  23.0  ConfidentialityofClientInformation %% ](X u}L"XX ' }L"X]0  a. 0%%AllinformationastopersonalfactsandcircumstancesobtainedbytheContractorontheclientshallbe  ! treatedasprivilegedcommunications,shallbeheldconfidential,andshallnotbedivulgedwithoutthewrittenconsentoftheclient,hisorherattorney,theresponsibleparentofaminorchild,orhisorherguardianexceptasrequiredbyothertermsofthiscontract.Nothingprohibitsthedisclosureofinformationinsummaries,statistical,orotherformwhichdoesnotidentifyparticularindividuals. %% 0  b. 0%%Theuseordisclosureofinformationconcerningclientsshallbelimitedtopersonsdirectlyconnectedwith d& $' theadministrationofthiscontract.Confidentialitypoliciesshallbeappliedtoallrequestsfromoutsidesources. u   @(%)%% 0  c. 0%%DHS,ContractorandanysubcontractorwillshareinformationasnecessarytoeffectivelyserveDHSclients.,)&*%%  24.0  CompliancewithApplicableFederalLaw. Contractoragreestocomplywithallfederallawsandregulations +(, applicabletoworkperformedunderthiscontractinclusiveofbutnotlimitedto: %% 0   %% 0  a.0%% Totheextentitisrequiredtodosobylaw,Contractorshallabidebyallmandatorystandardsandpolicies .d,0 whichrelatetoenergyefficiencyandwhicharecontainedinthestateofOregonenergyconservationplanwhichwasissuedincompliancewiththeEnergyPolicyandConservationAct(PL94-163).Allsubcontractsshallalsobeincompliancewiththeforegoing. %% 0   %%  0  b. 0%%Bysignatureonthiscontract,theundersignedcertifies,tothebestofhisorherknowledgeandbelief,that:%% Z(X wu}L"XX u}L"XZ0  0%% (1)0r%% Nofederallyappropriatedfundshavebeenpaidorwillbepaid,byoronbehalfofContractor,toany  personforinfluencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththeawardingofanyfederalcontract,themakingofanyfederalgrant,themakingofanyfederalloan,theenteringintoofanycooperativeagreement,andtheextension,continuation,renewal,amendment,ormodificationofanyfederalcontract,grant,loan,orcooperativeagreement. r%r% Z(X '}L"XX wu}L"XZ0  0%% (2)0'%% Ifanyfundsotherthanfederallyappropriatedfundshavebeenpaidorwillbepaidtoanypersonfor \  influencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththisfederalcontract,grant,loan,orcooperativeagreement,ContractoragreestocompleteandsubmitStandardFormLLL"DisclosureFormtoReportLobbying,"inaccordancewithitsinstructions. '%'% 0  0%% (3) 0'%%Theundersignedshallrequirethatthelanguageofthiscertificationbeincludedintheawarddocuments  forallsubawardsatalltiers(includingsubcontracts,subgrants,andcontractsundergrants,loans,andcooperativeagreements)andthatallsubrecipientsshallcertifyanddiscloseaccordingly. '%'% 0  0%%Thiscertificationisamaterialrepresentationoffactuponwhichreliancewasplacedwhenthistransactionwasmadeorenteredinto.Submissionofthiscertificationisaprerequisiteformakingorenteringintothistransactionimposedbysection1352,title31,U.S.Code.Anypersonwhofailstofiletherequiredcertificationshallbesubjecttoacivilpenaltyofnotlessthan$10,000andnotmorethan$100,000foreachsuchfailure. %% 0  c. 0%%ContractoragreestocomplywithExecutiveOrder11246entitledEqualEmploymentOpportunityas $ amendedbyExecutiveOrders11375and12086andassupplementedinDepartmentofLaborRegulation41CFRpart60.Allsubcontractsshallalsocomplywiththeseprovisions. %%    d. 0  Ifthesumpayableunderthiscontractexceedsormayexceed$100,000,ContractorshallprovideDHSa  ! writtenassurancethatContractorwillcomplywithallapplicablestandards,orders,orrequirementsissuedunderSection306oftheCleanAirAct(42USC7401et.seq.),theFederalWaterPollutionControlAct,asamended(33USC1251et.seq.),Section508oftheCleanWaterAct(33USC1368),ExecutiveOrder11738andEnvironmentalProtectionAgencyregulations(40CFRPart15).ContractorfurtheragreestopromptlyreportallinfractionstotheStateofOregon,andtotheDepartmentofHealthandHumanServices,andtotheU.S.RegionalOfficeoftheEnvironmentalProtectionAgency.Allsubcontractsshallalsobeincompliancewiththeseprovisions. %%  25.0  Year2000. IntheeventContractorlearnsorhasreasontobelievethatDHSscomputerhardwareorsoftware ()&* environmentfailstouseadateformatthatexplicitlyspecifiescenturyinanydatedata,ContractorshallpromptlyadviseDHSofsuchfailure. %%  26.0  DepartmentofJusticeApproval. Whenthecontractoramendmentstheretocausethecontractpaymentto -p+/ beinexcessof$75,000,theDepartmentofJusticemustapprovethecontractandanyamendmentsastoLegal .`,0 Sufficiency.Suchapprovalisrequiredbeforeanyworkmaybeginunderthiscontractoramendmentsthereto,orthecontractisnotbindingontheStateofOregonorDHS. %%  27.0  KeyPerson. ContractoracknowledgesandagreesthatDHSselectedContractor,andisenteringintothis  Contract,becauseofthespecialqualificationsofContractors KeyPerson(s).Inparticular,DHSthroughthisContract,isengagingtheexpertise,experience,judgmentandpersonalattentionofDanElam( KeyPerson).ContractorsKeyPersonshallnotdelegateperformanceoftheresponsibilitieshe/sheisrequiredtoprovideunderthisContracttoanother(other)ofContractorsemployee(s)withoutfirstobtainingthewrittenconsentofDHS.Further,Contractorshallnotre-assignortransferanyKeyPersontootherdutiesorpositionssuchthatanyKeyPersonisnolongeravailabletoprovideDHSwithhis/herexpertise,experience,judgment,andpersonalattention,withoutfirstobtainingDHSspriorwrittenconsenttosuchre-assignmentortransfer.IntheeventContractorrequeststhatDHSapproveare-assignmentortransferofanyKeyPerson,DHSshallhavetherighttointerview,reviewthequalificationsof,andapproveordisapprovetheproposedreplacementfortheKeyPerson.AnyapprovedsubstituteorreplacementforaKeyPersonshallbedeemedaKeyPersonunderthisContract. %%   0  Inaddition, X[XXX[theContractormustprovideareplacementforanyConsultantwhoceasesaffiliationwiththe  Contractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS.TransitionschedulemustbeapprovedbyDHS.IntheeventthatDHSrequiressuchreplacement,theContractorshallpromptlysubstituteorengageotherqualifiedindividuals.AllsuchreplacementsaresubjecttoDHSspriorreviewandacceptance.IntheeventthatContractorisunabletomeetitsobligationtofurnishareplacementConsultant,DHSmay,atitsoption,terminatethatportionoftheContractwithoutliability,ortocontinuetheContractwithoutreplacement.#X[XX X[G# 8%% X,XXX[& %XX,   ExhibitC X #X,X %&fK#K#X[XXX,GK#  IndependentContractorCertification  0   &i(%XX[Z XX[ ThisformistobecompletedbyContractor;Corporationsarenotrequiredtocompletethisform.   ORS670.600IndependentContractor;standards.AsusedinvariousprovisionsofORSchapters316,656,657and701,anindividual N orbusinessentitythatperformslabororservicesforrenumeration'sshallbeconsideredtoperformthelabororservicesasanIndependentContractorifthestandardsofthissectionaremet:XX Contractorunderstandsthat:   P BXX '}L"XB1.0  Theindividualorbusinessentityprovidingthelabororservicesisfreefromdirectionandcontroloverthemeansandmannerof d  providingthelabororservices,subjectonlytotherightoftheAgencyforwhomthelabororservicesareprovidedtospecifythedesiredresults; %% 2.0  Theindividualorbusinessentityprovidinglabororservicesisresponsibleforobtainingallassumedbusinessregistrationsor 4   professionaloccupationlicensesrequiredbystatelaworlocalgovernmentordinancesfortheindividualorbusinessentitytoconductthebusiness; %% 3.0  Theindividualorbusinessentityprovidinglabororservicesfurnishesthetoolsorequipmentnecessaryforperformanceofthe  T  contractedlabororservices; %% 4.0  Theindividualorbusinessentityprovidinglabororserviceshastheauthoritytohireandfireemployeestoperformthelaboror .  services; %% 5.0  Paymentforthelabororservicesismadeuponcompletionoftheperformanceofspecificportionsoftheprojectorismadeonthe ` basisofanannualperiodicretainer. %% *XX*6.0  TheindividualorbusinessentityprovidinglabororserviceisregisteredunderORSchapter701,iftheindividualorbusinessentity : provideslabororservicesforwhichsuchregistrationisrequired; %% 7.0  FederalandstateincometaxreturnsinthenameofthebusinessorabusinessScheduleCorfarmScheduleFaspartofthepersonal  incometaxreturnwerefiledforthepreviousyeariftheindividualorbusinessentityperformedlabororservicesasanindependentcontractorinthepreviousyear;and %% 8.0  Theindividualorbusinessentityrepresentstothepublicthatthelabororservicesaretobeprovidedbyanindependentlyestablished 4! business.ExceptwhenanindividualorbusinessentityfilesaScheduleFaspartofthepersonalincometaxreturnsandtheindividualorbusinessentityperformsfarmlabororservicesthatarereportableonScheduleC,anindividualorbusinessentityisconsideredtobeengagedinanindependentlyestablishedbusinesswhenfourormoreofthefollowingcircumstancesexist.Contractormustmeetfour(4)ormoreofthefollowing: %% *X*  A.0  Thelabororservicesareprimarilycarriedoutatalocationthatisseparatefromtheresidenceofanindividualwhoperformsthe @' labororservices,orareprimarilycarriedoutinaspecificportionoftheresidence,whichportionissetasideasthelocationofthebusiness; %%   B.0  Commercialadvertisingorbusinesscardsasiscustomaryinoperationofsimilarbusinessesarepurchasedforthebusiness,or `+ theindividualorbusinessentityhasatradeassociationmembership; %%   C.0  Telephonelistingandserviceareusedforthebusinessthatisseparatefromthepersonalresidencelistingandserviceusedbyan :. individualwhoperformsthelabororservices; %%   D.0  Labororservicesareperformedonlypursuanttowrittencontracts;l!1%%   E.0  Labororservicesareperformedfortwoormoredifferentpersonswithinaperiodofoneyear;or"P 3%%   F.0  Theindividualorbusinessentityassumesfinancialresponsibilityfordefectiveworkmanshiporforservicenotprovidedas #!5 evidencedbytheownershipofperformancebonds,warranties,errorsandomissioninsuranceorliabilityinsurancerelatingtothelabororservicestobeperformed. %% 9.0  PursuanttoOAR1250200410(4),thecontractshallprovidethattheContractorisresponsibleforfederalSocialSecurity,except \&$9 thosecategoriesexcludedbylaw,andforanyfederalorstatetaxesapplicabletothecontractpayment. %%  IndependentContractorcertifieshe/shemeetstheabovestandardsandagreestoperformthelabororservicesrequiredbythiscontractasanIndependentContractor. P'  '*   *ContractorSignature ________________________________________________Date_________________ L+(A '   'XNHXX}NHXEntityName(printedortyped): _____________________________________________________________________ &-*D XHibXHb#&i(% Z|L#L  -l+E  X[XXX[  ExhibitD X ConfidentialityAgreement#&i(%XX[c#Z XX[  D #&i(% Zd#cZ XX[ToallcontractorsworkingonOregonDepartmentofHumanServices(DHS)projects: 0 Forthepurposesofthiscertificatetheterm contractorwillmeanallConsultantsassignedtotheprojectbythecontractor.Oregonslawscontainprovisionsrelationtoconfidentialityofrecords,listsandinformationaboutclientapplicants/clients/recipientsandaboutStateemployees.Theselaws,andthepenaltiesforviolationofthem,pertaintoeverycontractorworkingonDHSprojects,atalllevelsandinanycapacity.AsaconditionofyourcontinuedworkforDHS,youarerequiredtocompletetheconfidentialitytrainingexerciseandsignthiscertificateverifyingthatyouunderstandthelawsandareawareofthepenaltiesforviolation.Ifatsomefuturedate,youhavedoubtsaboutthelegalityofanactionyoumaybeabouttotake,asktherespectiveprojectmanagerforaninterpretation.You *  personallyarelegallyresponsibleforanyviolationoftheselaws.     ConfidentialityofPersonnelInformation :ORS192.500 ThePublicRecords Actcontainsanumberofexemptionsforinformation \   maintainedonStateemployeesincludinga personalprivacyexemptionwhichstates: Thefollowingpublicrecordsareexemptfromdisclosure...Informationofapersonalnaturesuchasthatkeptinapersonal,medicalorsimilarfile,ifthepublicdisclosurethereofwouldconstituteanunreasonableinvasionofprivacy,unlessthepublicinterestbyclearandconvincingevidencerequiresdisclosureintheparticularinstance.Thepartyseekingdisclosureshallhavetheburdenofshowingthatpublicdisclosurewouldnotconstituteanunreasonableinvasionofprivacy.(ORS196.500(2)(b)) ConfidentialityofWelfareApplicants/RecipientsInformation :ORS411.300 Regulationsconcerninguseandcustodyofrecords.  V  (1)DHSshallmakeandenforcereasonablerulesandregulationsgoverningthecustody,useandpreservationoftherecords,tapes,filesandcommunicationsofDHS.Theuseofsuchrecords,papers,filesandcommunicationsbyanyotheragencyordepartmentofgovernmentorpersontowhichtheymaybefurnishedshallbelimitedtothepurposesforwhichtheyarefurnishedandbytheprovisionsofthelawunderwhichtheymaybefurnished.ORS411.320 Disclosureanduseofrecordslimited;contentsasaprivilegedcommunication. Fortheprotectionofclients,DHS b  contractors...shallnotdiscloseorusethecontentsofanyrecords,files,papersorcommunicationsforpurposesotherthanthosedirectlyconnectedwiththeadministrationofthepublicassistancelawsofOregon,andtheserecords,filespapersandcommunicationareconsideredconfidentialsubjecttotherulesandregulationsofDHSanditsDivisions,exceptasotherwiseprovidedinORS411.325to411.335.Inanyjudicialproceedings,exceptproceedingsdirectlyconnectedwiththeadministrationofpublicassistancelaws,theircontentsareconsideredprivilegedcommunications.(Note:ORS421.325and411.330havebeenvoidedbycourtaction.)ORS411.335 Prohibiteduseoflistsornames. Nopersonoragencyshallsolicit,disclose,receive,makeuseof,orauthorize,knowingly \  permit,participateinoracquiesceintheuseof,anylistsofnamesforcommercialorpoliticalpurposesofanynature,foranypurposenotdirectlyconnectedwiththeadministrationofpublicassistancelaws.(Note:ORS411.325and41.330havebeenvoidedbycourtaction.)ORS411.990 Penalties (1)ViolationofORS411.320to411.335ispunishable,uponconviction,byafineofnotmorethan$1,000or ,$ byimprisonmentinthecountyjailfornotmorethan60days,orbyboth.ViolationofORS192.500iscausefordisciplinaryactionunderORS240.555. Instructions: Contractorandsupervisorwillsignpriortostartofwork.ReturnoriginaltotheDHSProjectManagerordesignee. L( IcertifythatIhavereadtheforegoing.MysignaturebelowmeansthatIunderstandtheprovisionsoflawpertainingtotheconfidentialityofDHSrecordsandinformation.IalsounderstandthattheselawsmaychangefromtimetotimeandthatitismyresponsibilitytoreadandunderstandthesechangesasIamnotifiedofthem.9%X ,X9er4 hX 79  Name(pleaseprint): 4 ___________________________________________________________________________ / Signature:_______________________________________________  Date_____________________ !x2 SupervisorsSignature:________________________________________________Date_____________________v#&i(% Z|d#  H$!6 X     @F  @r  @  @  @A  @  @  @u X[XXX[0 @ #&i(%XX[x# X[XXX[0@%(#(# ExhibitE X  7 INFORMATIONFORCRIMINALHISTORYCHECK#&i(%XX[y#6XX[   *8F9Xddd Xdd Xdd XX%X%,m dd ,dd , dd +  % 2 %@] ] *** 5w'6HIRINGSUPERVISORTOCOMPLETETHISSECTION #6'5w*{#*** * > *3pNameofDHSSupervisor=p3 $f $3pAgency/Address=p3  f 3pPhoneNumber/Extension=p3(f    (*:F;dXdm dd m dd  dd 8F9X%X%,s#dd +  ! 4  !@ ***5w'6 TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #6'5w}#***(@   (KX X (#X ,X9er4 hXK  Name(PleasePrint) Last    h First     p Middle    DateofBirth u  AF<) xdEX (#A  Y OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.)#&i(%6y#X[XXX[AF<)V' s#dEV' s#A#&i(%XX[#6XX[ 2 o #&i(%6 #)XX[33#&i(%)c#336XX[Sex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/IssuingState  Q   G #&i(%6΁#6XX[Male#&i(%6#6XX[  Female#&i(%63#6XX[ #&i(%6ǒ#6XX[ "  AF<)Vs#dEVs#A %+ ^ WARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.  +  EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate?!  % % D2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe  crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  % % IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?N$ % % @T T %`; 5w'6AUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#6'5w'#  `' %#OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date u/ %8@  5w'6AFFIRMATIONOFACCURATEINFORMATION#6'5w#  80 %~Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.    73    @  @  @ ***5w'6 CONSULTANTSSIGNATUREMUSTBEWITNESSED#6'5w# 󀀀*** 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 %% h#*e=F>dds#dd s#:F;X%X%e,dd ,Wdd +  % 0'$C %@ \***5w'6 DHSPERSONNELSERVICESUSEONLY #6'5wy#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#&i(%6# n+)J      ^    ;  N  <  u 6XX[ "/,P *xFdddd Wdd W=F>X%X%x, $dd +   X #&i(%6 #X[XXX[@I I \ IMPORTANTNOTICETOCONSULTANT   d #&i(%XX[#s*XX[YOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSE  CRIMESFORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#&i(%s*#6XX[ f  #&i(%6+#)XX[ffӀ#&i(%)#6XX[ 4 ff#&i(%6۞#s*XX[SpecificCrimes:(ORS):#&i(%s*H#s*XX[ s #&i(%s*#X[XXX[ffff`" F X XX^ ; N <u|,,Xh4!X`#&i(%XX[#6XX[( X%X%(o0 W 162.0250WuWuBribeReceivingP uu o0 W 162.0650WuWuPerjuryv uu o0 W 162.1550WuWuEscapeIIL  uu o0 W 162.165  EscapeI r WuWu o W 162.185  SupplyingContraband H   o0 W 162.2050WuWuFailuretoAppearI nuu o0 W 162.2350WuWuObstructingGovernmentalorJudicialAdministrationD uu o0 W 162.2650WuWuBribingaWitness j uu o0 W 162.2750WuWuBribeReceivingByaWitness@ uu o0 W 162.2850WuWuTamperingWithaWitness f uu o0 W 162.3050WuWuTamperingWithPublicRecords< uu o0 W 162.3250WuWuHinderingProsecution b uu o W 163.095  AggravatedMurder 8  o W 163.115  Murder ^  o W 163.118  ManslaughterI 4  o W 163.125  ManslaughterII Z  o W 163.145  CriminallyNegligentHomicide 0  o0 W 163.1600WuWuAssaultIVVuu o W 163.165  AssaultIII , o W 163.175  AssaultII R o W 163.185  AssaultI ( o0 W 163.1900WuWuMenacingNuu o0 W 163.1950WuWuRecklesslyEndangeringAnother$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#&i(%6ՠ#s*XX[(engaging ,j in)#&i(%s*E#6XX[Rk5&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&&CriminalDrivingWhileSuspendedorRevokedorinViolationofa v Permit 5&5& o0  811.54005&&FleeingorAttemptingtoEludePolicer5&5& o0  811.70005&&FailuretoPerformdutiesofDriverWhenPropertyisDamaged5&5& o0  811.70505&&HitandRunVehicle(Injury)n 5&5& o0  813.01005&&DrivingUndertheInfluenceofIntoxicant#&i(%6Ǩ# 5&5&    5     Q##<#   G"  $    5    D-* ( XuXu(DX[XXX[%X[XXX[H86dd8   @9  @  @4  @` Q@p p p  @<  @ #X[XX%X[##&i(%XX[# @9  @  @4  @` Q@p p p  @<  @ X[XXX[ @ ExhibitF X #&i(%XX[K#X[XXX[%X[XXX[Solicitation1150 #X[XX%X[#%X[XXX[#%&i(%X%X[#X[XXX[ D @  #X[XX%X[,#J#&i(%XX[n#X[XXX[%X[XXX[L 9    4  ` Qp p p  <    9   #X[XX%X[7##&i(%XX[#X[XXX[%X[XXX[ 4  ` Qp p p  <      D  9    9    4  ` Qp p p  <      D     TheStateofOregon ~& DepartmentofHumanServices  V  IssuestheFollowing  Z  InformalSolicitation J  for b  @@=  #%&i(%X%X[@#X[XXX[#X[XX%X[_#%X[XXX[DocumentImagingSystemRequirementsAnalysis#X[XX%X[#%X[XXX[#%&i(%X%X[#X[XXX[ B   Solicitation1150  r #X[XX%X[s# 9    4  ` X<XX z XX<DateofIssuance:   z April3,2002 > ProposalsDue:0 0z % %3:00P.M.,April18,2002attheissuingofficeZz %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  5039456156$v"#%%  `    z Fax:  5033737365 %b#$ #&i(%XX[#X[XXX[X*9X,Xr` XXX z pX9    &N$% /%DHJL/ DE HDIE` JHKI LJMK` LM `    #&i(%XX[,#   r  `     h     X[XXX[Attachments #&i(%XX[# 0   6X,X'` XX,Xr` X6X[XXX[ExhibitA:0 ' StatementofWork'%'% ExhibitB:0 ' ContractualTermsandConditions'%'% ExhibitC:0 ' IndependentContractorCertification'%'% ExhibitD:0 ' CriminalHistoryAgreement'%'% ExhibitE:0 ' ConfidentialityAgreementt'%'% #&i(%XX[S#  X[XXX[X,XXX[ #X[XXX,R##&i(%XX[3#  | $  6X,XF'` XX,X'` X6 X[XXX[F]Section1:0 ' Purpose/Overview#&i(%XX[ #X[XXX[X'%'% 6X,X'` XX,XF'` X61.10  PurposeofthisSolicitation D%% TheStateofOregon,DepartmentofHumanServices(DHS),OfficeofInformationServices(OIS)#&i(%XX[#X[XXX[,#&i(%XX[#X[XXX[Ԁ#&i(%XX[#X[XXX[seeks 0 independentinformationtechnologyimagingconsultationservicestoevaluate,assess,analyzeandprovidehighlevel,recommendationsrelatingtothefeasibilityofDHSexistingimagingapplicationandrelatedprocessesbeingextendedtomeetthepotentialfuturedepartmentsdocumentmanagementrequirements.#&i(%XX[_#X[XXX[Ԁ#&i(%XX[#X[XXX[ԀThecontractdeliverable  resultantofthissolicitationistobeusedasafoundationonwhichdecisionsregardingtheexpansionand/orenhancementofDHSimagingfunctionsinsideatwo(2)yeartimeframemaybemade.ThesystemsresideonDHScomputers#&i(%XX[8#X[XXX[.  ` X,XXX[ApilotapplicationwasdevelopedbytheUnisysCorporation,workingcloselywithDHSAdultandFamilyServices  8  (AFS)staffemployees,specificallyforAFS.Twoinitialphaseshavebeencompleted.Thefirstphasepermittedscanning,indexinganddigitalstorageofclosedAFScasepaperdocuments.Thesecondphasereplacedmicrofilmprocessesandexpandedimagingusagetoinclude#X[XXX,#X,XXX[#& %XX,#X[XXX[ԀOfficeofMedicalAssistancePrograms(OMAP)MMISmedical T  claims,billingsandadjustments.Thedigitizedimagesofthepaperdocumentscanberetrievedfromstoragebyanoperatorqueryfunction.#X[XXX,##&i(%XX[#X[XXX[ ,  #&i(%XX[#X[XXX[#&i(%XX[t#  K+ 4 <DL!X,X'` XKX[XXX[)X,XXX[DHSdesirestoexpandimagingprocessingtosupportvariousprogramsandfunctionswithinDHS.Thisinitiative  isbeingdrivenbyDHSendeavorstostreamline,standardizeandconsolidateDHSstovepipefunctionalitiesintodepartmentalservices.Thiswillalsoeliminatemanyoftheredundantfunctionsinprocessingpaperthroughouttheorganization.Thus,DHSisplanningonfurtherexpansionoftheircurrentimagingsystemtoevolveintoanenterprisewidedocumentmanagementsystem.?+ 4 <DL!X?DHSisseekingaContractorwhowillhelpintheassessmentofourcurrentimagingprocessesandadviseDHSonthedecisionsnecessarytomakethishappen.?+ 4 <DL!X?TheContractorshallresearch,assess,andcomparethecurrentimagingenvironmentwith:'XXXX'L h$\L1)  DHSexistingandfuturedesktop,mainframe,databaseandnetworkinfrastructures; d  L j(hL2  a  )3  OIScurrentsoftware/hardware(SW/HW)standardsandtools;3>݌P%% Ќ  2  b  )3  AnyfutureOISSW/HWplans;and#X[XX)X,-#)X,XXX[#)& %X)X,#X[XXX[3?݌<%% Ќ  2  1  )3  Bestpracticesforincorporatingexistingandfutureimagingsolutionsintoworkflowprocesses.3~݌(%% Ќ  L h(L-XXXXXX-TheContractorshallutilizetheabovefindingstocreateaDHSenterprisewide,highlevelplanningandrecommendationdocumentthatincludesimagingSW/HWsolutionsandbestpracticesforbothOISandtheDHSbusinesscommunity.  E+ 4 <DL!XXXEThenewlyconsolidatedimagingapplication,ElectronicDocumentManagementSystem(EDMS),#X[XX)X,#)X,XXX[#)& %X)X,#X[XXX[ԀwillbeDHS !X" centrallysupported.DHSgoalsinclude,butarenotlimitedto,L (hL-XXXXX,X-23  Expandimagingsupportfromarchivedtoactivedocuments;3V݌#0!$%% Ќ  2  2  )3  SignificantlyexpandimagingusagetoDHSstaff;3,W݌t$"%%% Ќ  L z((L2  3  )3  Haveimagingplayanintegralpartintheirexisting,aswellasanynewandimproved,workflowprocesses;3o݌`%#&%% Ќ  2  4  )3  Replacecumbersomepaperandmicrofilmprocesses;3݌L&#'%% Ќ  2  5  )3  Significantlyreducemanualclericalfunctions;3݌8'$(%% Ќ  2  6  )3  Increaseworkflowefficiency;3݌$(%)%% Ќ  2  1  3  Provideeaseofdocumentaccess,queryingandreporting;3t݌)&*%% Ќ  2  2  3  Reduceerrorsbroughtonbymanualprocesses;and3s݌)'+%% Ќ  .XX,XXXX.-XX,XXX,X-23  DecreaseresponsetimeinservingDHSclientsandinturnimprovecustomerserviceextensively.#X[XX)X,#)X,XXX[#)& %X)X,#X[XXX[3݌*(,%% Ќ    L h(L ؀#X[XX)X,##&i(%XX[#X[XXX[  ,h*. 1.20  Approach X%% #&i(%XX[##X[XXX[Theprojectconsistsof:evaluating,analyzingandassessingexistingimagingsystemcapabilitiesandprocessesand D comparingthosetofuturegrowthandcreateahighlevelplanforthefoundationofDHSimagingrequirementsandprovidingrequireddocumentation.#&i(%XX[#X[XXX[Ԁ#&i(%XX[#X[XXX[  ThetasksshallbeperformedusingestablishedDHS/OISdevelopment,maintenanceandacceptancecriteriamethodologiessetforthinDHSInformationSystemsStandardsandProceduresManual.DocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManual#&i(%XX[[#X[XXX[.#&i(%XX[4#X[XXX[  ` #&i(%XX[w#X[XXX[DeliverablesrequiredbytheContractresultantofthisSolicitationarerequired$X[XXX[35calenderdaysaftercontract  8  execution#X[XX$X[@##&i(%XX[#X[XXX[. | $  #&i(%XX[#0X,Xw'` XXX,X01  X[XXX[1.3  UseofSubcontractors  @  #&i(%XX[ #X[XXX[IntheeventofaProposalsubmittedjointlybymorethanoneorganization,oneorganizationmustbedesignatedas ,  theprimeContractor,andtheprimeContractorwillbesolelyresponsibleforassuringtheperformanceofallaspectsofresultantContracts.AllotherparticipantsshallbedesignatedasSubcontractors.#&i(%XX[ #  6XX[#&i(%6ǰ #X[XXX[TheselectedProposer,asPrimeContractor,shallberequiredtoassumeresponsibilityforallservicesoutlinedin H thisSolicitationandanyresultingContracts,whethertheProposer,representative,subsidiaryorSubcontractorprovidesthem.#&i(%XX[ # x  1k ,he  Q1XXF4` hp x X,Xw'` XQ1  1 ,he  X[XXX[6XX, XXXF, X6 , @,  X 2.0  ProcurementSchedule#&i(%XX[#  P X[XXX[Thefollowingrepresentstheproposedtimelineforthisproject.Pleasenote:Thesedatesrepresentatentative < scheduleofevents.DHSreservestherighttomodifythesedatesatanytime,withappropriatenoticetoprospectiveproposers.AlltimesarePacificTime.#&i(%XX[#  6XX[#&i(%6X# X[XXX[Activity    4  `     h Date/Time #&i(%XX[# X X[XXX[SolicitationRelease `     h April3,2002 D #&i(%XX[W#X[XXX[Preproposalquestionsdue    h April9,2002(3:00PM)#&i(%XX[#X[XXX[Ԁ 0 Preproposalquestions&answersissued#&i(%XX[#X[XXX[0 h April12,2002(3:00PM)#&i(%XX[#X[XXX[th%h% ProposalsDue   4  `  `    0 h April18,2002(3:00PM)`h%h% AwardAnnouncement `       h     h April24,2002(approximately)#&i(%XX[|# L  6XX[#&i(%6J# X[XXX[3X,X` XXX, X33.0   StatementofWork#&i(%XX[#  "  X[XXX[InformationTechnologyservicesrequiredinclude,butarenotlimitedto,1)Evaluationandassessmentofcurrent !# imagingsystemSW/HWandprocesses#&i(%XX[J#X[XXX[Ԁand2)createhighlevelDHSenterprisewideelectronicrecommendations "l $ andalternativesdocument#&i(%XX[4#X[XXX[.#&i(%XX[#X[XXX[AdditionaldetailisprovidedinExhibitA,StatementofWork.#&i(%XX[1#X[XXX[Ԁ#&i(%XX[#  #X!%  6XX[#&i(%6# X[XXX[4.00  ProposalRequirements #&i(%XX[V#L%"'%% X[XXX[ProposersmayrespondtothisSolicitationwithaproposalthatincludes:#&i(%XX[# 8&#( X[XXX[1)0  aQualificationsandTechnicalProposal,whichincludestheresumesandqualificationsofproposed $'$) Consultant(s);and %% 2)0  aCostProposal,whichidentifiesthehourlyrate,thenottoexceedcostforeachdeliverableandtheoverall (&+ nottoexceedcostfortheproject#&i(%XX[~#X[XXX[.#&i(%XX[!#)',%% %X[XXX[0X,X XX,X` X0%X[XX%X[Ataminimum,QualificationsandTechnicalProposalstothisSolicitationshallinclude:#%&i(%X%X[# *|(- 6X,X9 XX,X X6#&i(%%%&i(#X[XXX[Ԁ#&i(%XX[#X[XXX[  +h). 4.10  QualificationsProposal#&i(%XX[#,T*/%%  X[XXX[QualificationsProposalsshallinclude:#&i(%XX[# -@+0 ]  X   X[XXX[4.1.10  E"X X'` X"X,X9 XEThefirmname,addressandtelephonenumber,andthename,address,telephonenumber,EMailandfax   numberofthepersonauthorizedtoreceiveandrespondtoinquiriesandnoticesregardingthisSolicitationandpersonauthorizedtoexecuteanyresultantcontracts;#&i(%XX[#%% KX X,'` X"X X'` X"KX[XXX[4.1.20  AstatementindicatingthattheProposerisalegalentity,authorizedtoenterintoaContractandthe  Proposersregisteredbusinessname; %% 4.1.30  AstatementidentifyingtheindividualswhopreparedtheproposaltoSolicitation1150;%% 4.1.40  AcoverlettersummarizingthefirmsinterestinSolicitation1150;%% 4.1.5#&i(%XX[!#X[XXX[  AstatementofthefirmsgeneralapproachanddetailplanstomeettherequirementsoftheSolicitation; t 4.1.6#&i(%XX[##X[XXX[  ProposedtimelinesforcompletionofeachtaskanddeliverabledefinedintheStatementofWork;#&i(%XX[$#X[XXX[ m ` 4.1.70  AstatementthatnoattempthasbeenmadeorwillbemadebytheProposertoinduceanyotherpersonor Y L  firmtosubmitornotsubmitaproposal; %% 4.1.80  AstatementofAffirmativeActionthatProposerdoesnotdiscriminateinitsemploymentpracticeswith 1 $  regardtorace,creed,age,sex,disabilityornationalorigin; %% 4.1.90  Astatementthatanyresponsesubmitted,includingcostsandstaffingshallremainvalidforsixty(60)    calendardaysafterduedateoruntilContractsareapprovedandexecuted,whichevercomesfirst; %% 4.1.100  StatementsorspecificstipulationofacceptanceofALLtermsandconditionscontainedandthatProposer   willperformpursuanttoandagreestothetermsandconditionstherein; %% 4.1.110  AstatementindicatingacceptanceofStateofOregonbillingterms;%% 4.1.120  AstatementofacceptancethatConsultant(s)providedbyProposershallsubmittoaCriminalHistorycheck  atDHSsrequest; %% 4.1.130  AstatementofacceptancethatConsultant(s)providedbyProposershallexecuteaconfidentialityclauseat }p DHSsrequest; %% #&i(%XX[W%#X[XXX[4.1.140  AstatementidentifyinganySubcontractorsthatmaybeengaged,withthenamesoftheConsultant(s)#&i(%XX[9+#6XX[Ԁ#&i(%6+#X[XXX[and UH thenamesandcontactinformation(name,addressandtelephonenumber)ofSubcontractoraffiliation,ifany,ofeachConsultant,clearlyidentified;and %% 4.1.150  Astatementoutliningallrelationships(partnerships)theProposerand/ortheirConsultant(s)havehad,   contractualorotherwise,duringthelastthree(3)yearswithanyvendorsorindividualsmarketingorproducingimagingsoftware/hardwareorservices. %%  4.20    TechnicalProposal%%  TechnicalProposalsshallinclude:  EXX` D"X X,'` X"E4.2.10  %X[XXX[Aproposalwhich:%% EX XA " D"XX` D"E    1)  addressesallrequirementsofExhibitA:StatementofWork,4.1and4.2,Technical,and   0  0%%2)0%%proposingfirms#X[XX%X[7/#%X[XXX[Ԁ#X[XX%X[0#QX,XXX[documentedexperienceinsuccessfullycompletingprojectsofasimilarsizeandscope y l! tothoserequiredbythisSolicitation#X[XXQX, 1#%X[XXX[Ԁandthe#X[XX%X[1#resumesofeachKeyPerson%X[XXX[relatingtotheperformanceof e!X" similarworkasrequiredbytheSolicitation#X[XX%X[D2#,includingqualificationsandrelevantindividualexperience. Q"D # Resumesshallincludeatleastthree(3)references(telephonenumberandcontactname),whichDHS,atitsdiscretion,maycontact%X[XXX[.#X[XX%X[3#)$"%%% #&i(%XX[3,#6XX[#&i(%6?4#X[XXX[ HX XFA " D"X XA " D"H4.3  CostProposal %#'  Acompletedcostproposalfortheproposedservicesisrequiredandmustbesubmittedseparatelyfromtherestof &$( theProposal.Thecostproposalshallidentifythehourlyrate,thenottoexceedcostforeachdeliverableandtheoverallnottoexceedcostfortheproject. Allhourlyratesmustbefullyloadedandincludeallexpenses. DHS (|&* reservestherighttoreviewallaspectsofCostProposalstothisSolicitationforreasonablenessandtorequestclarificationofanyProposalwheretheCostProposal(s)showsignificantandunsupporteddeviationfromindustrystandardsorinareaswheredetailedpricingisrequired. Thecontract,ifany,includingamendments,resultantof Q+D)- thisSolicitationshallnotexceedanaggregateof$75,000.00perOAR1250200330.  A,4*.  #&i(%XX[4#6XX[#&i(%6Ǩ8#X[XXX[ 5.00  EvaluationofProposals -+0%% Proposalswillbeevaluatedonthecompletenessandqualityofcontentinthreephases:K"X X4` D%X XFA " D"K1)EvaluationofQualificationsandTechnicalProposal,and2)ScoringofTechnicalProposaland3)EvaluationandscoringofCostProposal.Anevaluationcommitteewillbeestablishedtoevaluateandscoreproposalssubmitted.Responseswillbereviewedbythecommitteetodetermineiftheyarecomplete.AProposersfailuretocomplywiththeinstructionsortosubmitacompleteresponsewillresultintheresponsebeingdeemednonresponsive,exceptthatDHSreservestherighttowaiveminorirregularities.AnyproposalthatisincompleteorcontainssignificantinaccuraciesorinconsistenciesmayberejectedinwholeorinpartbyDHS.DHSreservestherighttorejectallproposalsifitisinthebestinterestofthepublictodoso. ?XX,X%XX,X%?5.10  0%%PhaseI:EvaluationofQualificationsProposal1 $ %%  ThepurposeofthisphaseistodetermineiftheproposalmeetstheSolicitationmandatoryrequirementsofthis    Solicitation.Proposalsareevaluatedona Pass/FailbasisinPhaseI.Proposalsthatdonotmeettheminimumrequirementsmaybedisqualified,exceptthatDHSreservestherighttowaiveminorirregularities.ProposalsthatareevaluatedasresponsiveinPhaseIwillqualifyforevaluationandscoringoftechnicalproposalsinPhaseIIoftheevaluation.#&i(%XX[8#6XX[#&i(%6?#X[XXX[ 5.2    PhaseII: EvaluationandScoringofTechnicalProposal  -  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.TX,XXX[Consultant(s)proposed#X[XXTX,F#TX,XXX[Ԁtodotheworkandtheirreferencesmustbeavailablefortelephoneinterviewsandreference #!% checks,respectively,ifrequiredbyDHS,andattimesasdesignatedbyDHS,whichshallbebetweenthehoursof8:00AMand5:00PMPacificTime,duringMondaythroughFridayandexcludingstateholidays,oratsuchothertimesasisagreeabletoDHS.#X[XXTX,^F#ԀDHSreservestherighttorejectanyproposalfortheconsultant(s)proposedtodothe &$( workwhoisnotavailableforinterviewsasrequired,orforwhomreferencesarenotavailable.TX,XXX[ԀProposeris '%) responsibleforarrangingandprovidingsuchcommunications(attheircost),asarenecessaryforinterviewsandreferencechecksrequiredbyDHSforproposedConsultant(s)andreferenceswhoarelocatedoutsidetheUnitedStatesofAmerica.#X[XXTX,H# i*\(, #&i(%XX[@#6XX[#&i(%6fJ#X[XXX[Referencechecksshallbeevaluatedaspassorfail.DHSreservestherighttorejectanyproposalsuponConsultants ,). orProposingfirmsfailureofreferencechecks. -+0 F )     ProposalselectionswillbemadebytheevaluationcommitteebasedupontheinformationreceivedintheQualificationsandProposals,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     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 ) i\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$75,000.00perOAR1250200330. 6.00  EvaluationCriteriaofTechnicalProposal%%  EvaluationandscoringofTechnicalProposalswillbebasedonthescoringcriteriadefined.Themaximumnumber  ofpointsthatmaybeawardedinthisPhaseis 490.     ZX X,4` Xuxf!X,9rS -Y(#XZ  t! 0  X 0%% X 1)  hX,XXX[Proposingfirmsdocumentedexperienceinsuccessfullycompletingprojectsofsimilarsizeandscopetothose m!`" requiredbythisSolicitation.Toqualifyformaximumpointspossible,proposingfirmshallhaveaminimumoffive(5)yearsexperienceprovidingImagingassessments.#X[XXhX,Y#hX,XXX[E#8!$%% #X[XXhX,Z#HX X,` XXf!X X,4` XuxH  PointsPossible: 60  1$$"% K"X XFr` XXf!X X,` XXf!KL y(hL2)0 9 hX,XXX[09%9%Proposingfirmsdocumentedexperience#X[XXhX,\# inaccessingavarietyofimagingsolutionsincluding,butnotlimited  &$' to,imagingvendors,inhousedevelopmentandoutsourcing.0%%0 %%&$( % %  9   PointsPossible: 75  '%) hX,XXX[3)0 9 09%9%TheProposingfirmsdetailedapproachandplanstoperformtheservicesrequiredbythescopeofworkof )'+ thisSolicitation#X[XXhX,C^#.*(,%%  9   PointsPossible: 50  +)-  9   QX,XXX[4) 9 #X[XXQX,_#hX,XXX[0  Theoverallabilityofthe#X[XXhX, `#QX,XXX[Proposingfirm#X[XXQX,t`#hX,XXX[,asevaluatedbyDHS,tobeginandsuccessfullycompletethe #X[XXhX,`#Ԁ project y-l+/ withintheproposed scheduleorontime.QX,XXX[i.\,0%% #X[XXQX,a# 9   PointsPossible: 50  Y/L-1 Ї QX,XXX[5) 9 #X[XXQX,Bb#hX,XXX[0  Proposingfirmsreferencechecks.Referencechecksmaynotbelimitedtospecificreferencescitedby   Proposer.#X[XXhX,b#QX,XXX[%% #X[XXQX,hc# 9   PointsPossible: 50 󀀀 QX,XXX[  6)0 9   9   #X[XXQX,d#hX,XXX[Proposedconsultant(s)referencechecks.Referencechecksmaynotbelimitedtospecificreferencescited  09%9%byProposer.#X[XXhX,d#QX,XXX[%% #X[XXQX,e# 9   PointsPossible: 50 QX,XXX[  L w((yL#X[XXQX,!f# QX,XXX[ 9 #X[XXQX,f#7)0 9 09%9%hX,XXX[Documentedqualificationsandexperienceof#X[XXhX,#X[XXX[inDHS#X[XX)X,#highlevelanalysisdocument  assessingexistingimagingSW/HW,businesspracticesandworkflow#&i(%XX[Ю#X[XXX[)X,XXX[,tomeet #X[XX)X,ί#hX,XXX[potentialdocumentmanagement  needsofthefuture,integratedEDMS#X[XXhX, #)X,XXX[#)& %X)X,#)X,XX)X, asisdeterminedthrougheachofthe nine(9)areaspecificdocuments.#)& %X)X,#X[XXX[#X[XX)X,#)X,XXX[     Contractorshallincludethenamesofbusinesses,rankthemandprovideestimatedcostrangesforthosesolutions m!`" whichmeet#X[XX)X,ѱ##&i(%XX[#X[XXX[hX,XXX[potentialdocumentmanagementneedsofthefuture,integratedEDMS#X[XXhX,#)X,XXX[#)& %X)X,#)X,XX)X, asisdeterminedthrougheach Y"L # ofthe nine(9)areaspecificdocuments.#)& %X)X,ɳ#X[XXX[#X[XX)X,#)X,XXX[  I#'݌S%S% Ќ  L ((4L F.   Exhibit F:0 S Solicitation#1150S%S%  G.   ExhibitG:0 S ContractorsProposaltoSolicitation#1150 S%S%  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.  x 9X,X` XX,XS` X9VII.0  MERGERCLAUSE;WAIVER ]P%% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven.ThefailureofDHStoenforceanyprovisionofthiscontractshallnotconstituteawaiverbyDHSofthatoranyotherprovision. - 4XX,X` X-  GeneralContractProvisionsR- aT   -#&i(%XX[#^^"_XX[ #&i(%_^^"-#X[XXX[THEFOLLOWINGARETHESTANDARDPROVISIONSWITHINCONTRACTSFORTHESTATE  " # OFOREGONINTHEEVENTACONTRACTISOFFERED. #&i(%XX[.#^^"_XX[ #&i(%_^^".#X[XXX[1.0  IndependentContractor;ResponsibilityforTaxesandWithholding q$d"&%% 6X X` D"4X6  0  a. 0%%ContractorshallperformallrequiredWorkasanindependentcontractor.AlthoughDHSreservestheright ]%P#' to(1)determine(andmodify)thedeliveryschedulefortheWorktobeperformedand(2)evaluatethequalityofthecompletedperformance,DHScannotandwillnotcontrolthemeansormannerofContractor'sperformance.ContractorisresponsiblefordeterminingtheappropriatemeansandmannerofperformingtheWork. %% 0  b. 0%%IfContractoriscurrentlyperformingworkfortheStateofOregonorthefederalgovernment,Contractor *(- bysignaturetothiscontractdeclaresandcertifiesthat:ContractorsWorktobeperformedunderthiscontractcreatesnopotentialoractualconflictofinterestasdefinedbyORS244andnorulesorregulationsofContractorsemployingagency(stateorfederal)wouldprohibitContractorsWorkunderthiscontract.Contractorisnotan officer, employee,or agentofDHS,asthosetermsareusedinORS30.265. %% 0  /|-2%% L"     0  c. 0%%Contractorshallberesponsibleforallfederalorstatetaxesapplicabletocompensationorpaymentspaid   toContractorunderthiscontractand,unlessContractorissubjecttobackupwithholding,DHSwillnotwithholdfromsuchcompensationorpaymentsanyamount(s)tocoverContractorsfederalorstatetaxobligations.ContractorisnoteligibleforanySocialSecurity,unemploymentinsuranceorworkerscompensationbenefitsfromcompensationorpaymentspaidtoContractorunderthiscontract,exceptasaselfemployedindividual. %%  2.0  SubcontractsandAssignment;SuccessorsinInterest x%% 0  a. 0%%ContractorshallnotenterintoanysubcontractsforanyoftheWorkrequiredbythiscontract,orassignor q d transferanyofitsinterestinthiscontract,withoutthepriorwrittenconsentofDHS.InadditiontoanyotherprovisionsDHSmayrequire,ContractorshallincludeinanypermittedsubcontractsunderthiscontractarequirementthatthesubcontractorbeboundbySections2,6,7,11,and15ofthisexhibitasifthesubcontractorweretheContractor.DHSsconsenttoanysubcontractshallnotrelieveContractorofanyofitsdutiesorobligationsunderthiscontract. %% #&i(%XX[*/#s*XX[#&i(%s*:#X[XXX[0  b. 0%%Theprovisionsofthiscontractshallbebindinguponandshallinuretothebenefitofthepartieshereto,and   theirrespectivesuccessorsandpermittedassigns,ifany. %% & z #&i(%XX[:#s*XX[#&i(%s*<#X[XXX[ 3.0  NoThirdPartyBeneficiaries. DHSandContractoraretheonlypartiestothiscontractandaretheonly  parties'zw;entitledtoenforceitsterms.Nothinginthiscontractgives,isintendedtogive,orshallbeconstruedtogiveorprovideanybenefitorright,whetherdirectly,indirectlyorotherwise,tothirdpersonsunlesssuchthirdpersonsareindividuallyidentifiedbynamehereinandexpresslydescribedasintendedbeneficiariesofthetermsofthiscontract. %% #&i(%XX[Z<#s*XX[ #&i(%s*>#X[XXX[4.0  FundsAvailableandAuthorized;Payments SF%% 0  a. 0%%ContractorshallnotbecompensatedforWorkperformedunderthiscontractbyanyotheragencyor ?2 departmentoftheStateofOregon.DHShassufficientfundscurrentlyavailableandauthorizedforexpendituretofinancethecostsofthiscontractwithinDHS'sbiennialappropriationorlimitation.ContractorunderstandsandagreesthatDHS'spaymentofamountsunderthiscontractattributabletoWorkperformedafterthelastdayofthecurrentbienniumiscontingentonDHSreceivingfromtheOregonLegislativeAssemblyappropriations,limitations,orotherexpenditureauthoritysufficienttoallowDHS,intheexerciseofitsreasonableadministrativediscretion,tocontinuetomakepaymentsunderthiscontract. %% 0  b. 0%%DHSwillonlypayforcompletedworkthatisacceptedbyDHS.!%% #&i(%XX[ ?#s*XX[#&i(%s*MC#X[XXX[ 5.0  RepresentationsandWarranties1!$#%%  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 1-$+0 5aaboveshallnotexceed:(1)twicethetotalcontractamount(includinganyamendments)or(2)$100,000whicheverisgreater. /-2%% #&i(%XX[C#s*XX[    #&i(%s*1J#X[XXX[ c.0  WarrantiesCumulative :Thewarrantiessetforthinthissectionareinadditionto,andnotinlieuof,any  otherwarrantiesprovided. %% &  6.0  OwnershipofWorkProduct. AllworkproductofContractorthatresultsfromthiscontract("theWork sf Product")isthe'pKexclusivepropertyofDHS.DHSandContractorintendthatsuchWorkProductbedeemed workmadeforhireofwhichDHSshallbedeemedtheauthor.IfforanyreasontheWorkProductisnotdeemed workmadeforhire,ContractorherebyirrevocablyassignstoDHSallofitsright,title,andinterestinandtoanyandalloftheWorkProduct,whetherarisingfromcopyright,patent,trademark,tradesecret,oranyotherstateorfederalintellectualpropertylawordoctrine.ContractorshallexecutesuchfurtherdocumentsandinstrumentsasDHSmayreasonablyrequestinordertofullyvestsuchrightsinDHS.ContractorforeverwaivesanyandallrightsrelatingtotheWorkProduct,includingwithoutlimitation,anyandallrightsarisingunder17USC106Aoranyotherrightsofidentificationofauthorshiporrightsofapproval,restrictionorlimitationonuseorsubsequentmodifications. %% #&i(%XX[J#s*XX[#&i(%s*O#X[XXX[ 7.0  Indemnity. M@ %%   X,XXX[a.GeneralIndemnity: Contractorshalldefend,holdharmlessandindemnifytheStateofOregon,DHSand =0 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.#X[XXX,P# "%% #&i(%XX[AP#s*XX[#&i(%s*Y#X[XXX[ 8.0  Insuranceg"Z $%%  0  a. 0%%DuringthetermofthiscontractContractorshallmaintaininforceatitsownexpense,eachinsurancenoted S#F!% below: %% HX Xr D"X X` D"H0  0%% (1) 0r%%WorkersCompensationinsuranceincompliancewithORS656.017,whichrequiressubject /%"#' employerstoprovideOregonworkerscompensationcoverageforalltheirsubjectworkers. r%r% 0  0%% (2) 0r%%GeneralLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan$1,000,000 '%* eachoccurrenceforBodilyInjuryandPropertyDamage.Itshallincludecontractualliabilitycoveragefortheindemnityprovidedunderthiscontract.ItshallprovidethattheStateofOregon,DepartmentofHumanServices,andtheirdivisions,officersandemployeesareAdditionalInsuredsbutonlywithrespecttotheContractorsservicestobeprovidedunderthiscontract. r%r% 0  0%% (3) 0r%%AutomobileLiabilityinsuranceasrequiredbytheOregonFinancialResponsibilityLaw(ORS -v+0 806.060),includingcoverageforowned,hiredornonownedvehicles,asapplicable. r%r%  _/R-2 _c$     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 u h shallfurnishacceptableinsurancecertificatestoContractsCoordinator,OregonDepartmentofHumanServicespriortocommencingtheWork.ThecertificatewillspecifyallofthepartieswhoareAdditionalInsureds.InsuringcompaniesorentitiesaresubjecttoStateacceptance.Ifrequested,completecopiesofinsurancepolicies,trustagreements,etc.,shallbeprovidedtotheState.Contractorshallbefinanciallyresponsibleforallpertinentdeductibles,selfinsuredretentionsand/orselfinsurance. %% &  9.0  Termination  %% 0  a.0%%PartiesRighttoTerminateforConvenience :Thiscontractmaybeterminatedatanytimebymutual  writtenconsentoftheparties. %% 'ke0  b.0%%DHSsRighttoTerminateforConvenience :DHSmay,atitssolediscretion,terminatethiscontract,in  wholeorinpart,upon30daysnoticetoContractor. %% 0  c.0%%DHSsRighttoTerminateforCause :DHSmayterminatethiscontract,inwholeorinpart,immediately i\ uponnoticetoContractor,oratsuchlaterdateasDHSmayestablishinsuchnotice,upontheoccurrenceofanyofthefollowingevents: %% 0  0%%(1)0r%% DHSfailstoreceivefunding,orappropriations,limitationsorotherexpenditureauthorityatlevels  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 u"h # underthiscontract,failstoperformtheWorkunderthiscontractwithinthetimespecifiedhereinoranyextensionthereof,orsofailstopursuetheWorkastoendangerContractorsperformanceunderthiscontractinaccordancewithitsterms,andsuchbreach,defaultorfailureisnotcuredwithin10businessdaysafterdeliveryofDHSsnotice,orsuchlongerperiodasDHSmayspecifyinsuchnotice. r%r% 0  d.0%%ContractorsRighttoTerminateforCause :Contractormayterminatethiscontractupon30daysnotice (%) toDHSifDHSfailstopayContractorpursuanttothetermsofthiscontractandDHSfailstocurewithin30daysafterreceiptofContractorsnotice,orsuchlongerperiodofcureasContractormayspecifyinsuchnotice. %%   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, )   Contractorshallimmediatelyceaseallactivitiesunderthiscontract,unlessDHSexpresslydirectsotherwiseinsuchnoticeoftermination.Uponterminationofthiscontract,ContractorshalldelivertoDHSalldocuments,information,worksinprogressandotherpropertythatareorwouldbedeliverableshadthecontractbeencompleted.UponDHSsrequest,ContractorshallsurrendertoanyoneDHSdesignates,alldocuments,researchorobjectsorothertangiblethingsneededtocompletetheWork. %%  10.0  LimitationofLiabilities.EXCEPTFORLIABILITYARISINGUNDERORRELATEDTO  SECTION5aOR9e(2)OFTHISEXHIBIT,NEITHERPARTYSHALLBELIABLEFOR(A)ANYINDIRECT,INCIDENTAL,CONSEQUENTIALORSPECIALDAMAGESUNDERTHECONTRACTOR(B)ANYDAMAGESOFANYSORTARISINGSOLELYFROMTHETERMINATIONOFTHISCONTRACTINACCORDANCEWITHITSTERMS. eX%% #&i(%XX[^Y#s*XX[#&i(%s*Ky#X[XXX[ 11.0  RecordsMaintenance;Access. Contractorshallmaintainallfiscalrecordsrelatingtothiscontractin  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. %% #&i(%XX[y#s*XX[#&i(%s*h~#X[XXX[ 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. %% #&i(%XX[~#s*XX[#&i(%s*#X[XXX[ 13.0  ForeignContractor. IfContractorisnotdomiciledinorregisteredtodobusinessintheStateofOregon, *(- ContractorshallpromptlyprovidetotheOregonDepartmentofRevenueandtheSecretaryofStateCorporationDivisionallinformationrequiredbythoseagenciesrelativetothiscontract.ContractorshalldemonstrateitslegalcapacitytoperformtheWorkunderthiscontractintheStateofOregonpriortoenteringintothiscontract. %%   W/J-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.a T %%  17.0  WrittenNotice. Allnoticesregardingthiscontractmustbegiventothepartiesinwritingbypersonaldelivery = 0  ormailingthesame,postageprepaid,tothefollowingaddresses: %% &  0  'ʉ&  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:& A$ 0  Contractor:0 %%Entityyl % % 0  0%%0r%%0 r%r%Address  % % 0  0%%0r%%0 r%r%City,State,ZIP  % % '$ T     r  FacsimileNumber:     r  PhoneNumber:0  Anynoticedeliveredbyfacsimileshallbedeemedtobegivenwhenreceiptofthetransmissionisgeneratedbythetransmittingmachine.TobeeffectiveagainstDHS,suchfacsimiletransmissionmustbeconfirmedbytelephonenoticetoDHSsContractAdministrator. %% #&i(%XX[҂#s*XX[#&i(%s*k#X[XXX[ 18.0  Severability. Thepartiesagreethatifanytermorprovisionofthiscontractisdeclaredbyacourtofcompetent cV jurisdictiontobeillegalorinconflictwithanylaw,thevalidityoftheremainingtermsandprovisionsshallnotbeaffected,andtherightsandobligationsofthepartiesshallbeconstruedandenforcedasifthecontractdidnotcontaintheparticulartermorprovisionheldtobeinvalid. %%  19.0  Counterparts. Thiscontractmaybeexecutedinseveralcounterparts,allofwhichwhentakentogethershall # $ constituteoneagreementbindingonallparties,notwithstandingthatallpartiesarenotsignatoriestothesamecounterpart.Eachcopyofthecontractsoexecutedshallconstituteanoriginal. %% & A 20.0  DisclosureofSocialSecurityNumber. ContractormustprovideContractorsSocialSecuritynumberunless &$( '%ContractorprovidesafederaltaxIDnumber.ThisnumberisrequestedpursuanttoORS305.385,OAR12520410(3)andOAR150305.100.SocialSecuritynumbersprovidedpursuanttothisauthoritywillbeusedfortheadministrationofstate,federalandlocaltaxlaws. %%   W+J)- 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 ] P  anymannerwhatsoever,exceptbywrittenagreementsignedbytheparties.Thiscontractwillnotbeamendedaftertheexpirationdate. %% & A 23.0  ConfidentialityofClientInformation  %% 0  a. 0%%AllinformationastopersonalfactsandcircumstancesobtainedbytheContractor'% ƙontheclientshallbe   treatedasprivilegedcommunications,shallbeheldconfidential,andshallnotbedivulgedwithoutthewrittenconsentoftheclient,hisorherattorney,theresponsibleparentofaminorchild,orhisorherguardianexceptasrequiredbyothertermsofthiscontract.Nothingprohibitsthedisclosureofinformationinsummaries,statistical,orotherformwhichdoesnotidentifyparticularindividuals. %% 0  b. 0%%Theuseordisclosureofinformationconcerningclientsshallbelimitedtopersonsdirectlyconnectedwith | theadministrationofthiscontract.Confidentialitypoliciesshallbeappliedtoallrequestsfromoutsidesources. %% 0  c. 0%%DHS,ContractorandanysubcontractorwillshareinformationasnecessarytoeffectivelyserveDHS =0 clients. %% #&i(%XX[#s*XX[#&i(%s*#X[XXX[ 24.0  CompliancewithApplicableFederalLaw. Contractoragreestocomplywithallfederallawsandregulations  applicabletoworkperformedunderthiscontractinclusiveofbutnotlimitedto: %% 0  a.0%% Totheextentitisrequiredtodosobylaw,Contractorshallabidebyallmandatorystandardsandpolicies r whichrelatetoenergyefficiencyandwhicharecontainedinthestateofOregonenergyconservationplanwhichwasissuedincompliancewiththeEnergyPolicyandConservationAct(PL94-163).Allsubcontractsshallalsobeincompliancewiththeforegoing. %% 0  b. 0%%Bysignatureonthiscontract,theundersignedcertifies,tothebestofhisorherknowledgeandbelief,that:" #%% 0  0%%(1)0r%% Nofederallyappropriatedfundshavebeenpaidorwillbepaid,byoronbehalfofContractor,toany #!% personforinfluencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththeawardingofanyfederalcontract,themakingofanyfederalgrant,themakingofanyfederalloan,theenteringintoofanycooperativeagreement,andtheextension,continuation,renewal,amendment,ormodificationofanyfederalcontract,grant,loan,orcooperativeagreement. r%r% 0  0%% (2)0r%% Ifanyfundsotherthanfederallyappropriatedfundshavebeenpaidorwillbepaidtoanypersonfor s*f(, influencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththisfederalcontract,grant,loan,orcooperativeagreement,ContractoragreestocompleteandsubmitStandardFormLLL"DisclosureFormtoReportLobbying,"inaccordancewithitsinstructions. r%r% #&i(%XX[#s*XX[    #&i(%s*#X[XXX[ (3) 0 r Theundersignedshallrequirethatthelanguageofthiscertificationbeincludedintheaward /-1 documentsforallsubawardsatalltiers(includingsubcontracts,subgrants,andcontractsundergrants, 0-2 (    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 t amendedbyExecutiveOrders11375and12086andassupplementedinDepartmentofLaborRegulation41CFRpart60.Allsubcontractsshallalsocomplywiththeseprovisions. %% 0  d. 0%%Ifthesumpayableunderthiscontractexceedsormayexceed$100,000,ContractorshallprovideDHSa 5 (  writtenassurancethatContractorwillcomplywithallapplicablestandards,orders,orrequirementsissuedunderSection306oftheCleanAirAct(42USC7401et.seq.),theFederalWaterPollutionControlAct,asamended(33USC1251et.seq.),Section508oftheCleanWaterAct(33USC1368),ExecutiveOrder11738andEnvironmentalProtectionAgencyregulations(40CFRPart15).ContractorfurtheragreestopromptlyreportallinfractionstotheStateofOregon,andtotheDepartmentofHealthandHumanServices,andtotheU.S.RegionalOfficeoftheEnvironmentalProtectionAgency.Allsubcontractsshallalsobeincompliancewiththeseprovisions. %% #&i(%XX[ #s*XX[#&i(%s*#X[XXX[ 25.0  Year2000ComplianceNotice .IntheeventContractorlearnsorhasreasontobelievethatDHSscomputer 7* hardwareorsoftwareenvironmentfailstouseadataformatthatexplicitlyspecifiescenturyinanydatedata,ContractorshallpromptlyadviseDHSofsuchfailure. %%  26.0  DepartmentofJusticeApproval. Whenthecontractoramendmentstheretocausethecontractpaymentto  beinexcessof$75,000,theDepartmentofJusticemustapprovethecontractandanyamendmentsastoLegalSufficiency.Suchapprovalisrequiredbeforeanyworkmaybeginunderthiscontractoramendmentsthereto,orthecontractisnotbindingontheStateofOregonorDHS. %%  27.0  KeyPerson. ContractoracknowledgesandagreesthatOregonDHSselectedContractor,andisenteringinto ~ thisContract,becauseofthespecialqualificationsofContractorskeyperson(s).Inparticular,OregonDHSthroughthisContract,isengagingtheexpertise,experience,judgmentandpersonalattentionofXXXXX(KeyPersonName).ContractorsKeyPersonsshallnotdelegateperformanceoftheresponsibilitieshe/sheisrequiredtoprovideunderthisContracttoanother(other)ofContractorsemployee(s)withoutfirstobtainingthewrittenconsentofOregonDHS.Further,Contractorshallnotre-assignortransferanyKeyPersontootherdutiesorpositionssuchthatanyKeyPersonisnolongeravailabletoprovideOregonDHSwithhis/herexpertise,experience,judgment,andpersonalattention,withoutfirstobtainingOregonDHSspriorwrittenconsenttosuchre-assignmentortransfer.IntheeventContractorrequeststhatOregonDHSapproveare-assignmentortransferofanyKeyPerson,OregonDHSshallhavetherighttointerview,reviewthequalificationsof,andapproveordisapprovetheproposedreplacementfortheKeyPerson.AnyapprovedsubstituteorreplacementforaKeyPersonshallbedeemedaKeyPersonunderthisContract.Inaddition, X[XXX[the &$( ContractormustprovideareplacementforanyConsultantwhoceasesaffiliationwiththeContractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS.TransitionschedulemustbeapprovedbyDHS.IntheeventthatDHSrequiressuchreplacement,theContractorshallpromptlysubstituteorengageotherqualifiedindividuals.AllsuchreplacementsaresubjecttoDHSspriorreviewandacceptance.IntheeventthatContractorisunabletomeetitsobligationtofurnishareplacementConsultant,DHSmay,atitsoption,terminatethatportionoftheContractwithoutliability,ortocontinuetheContractwithoutreplacement.#X[XX X[# '-+/%%   ExhibitC     IndependentContractorCertificationStatement     %X[XXX[ #X[XX%X[##&i(%XX[a#Z XX[ThisformistobecompletedbyContractor;Corporationsarenotrequiredtocompletethisform.   ORS670.600IndependentContractor;standards.AsusedinvariousprovisionsofORSchapters316,656,657and701,anindividual uh orbusinessentitythatperformslabororservicesforrenumeration'sshallbeconsideredtoperformthelabororservicesasanIndependentContractorifthestandardsofthissectionaremet: Contractorunderstandsthat: P 9XX Xr D"91.0  Theindividualorbusinessentityprovidingthelabororservicesisfreefromdirectionandcontroloverthemeansandmannerof   providingthelabororservices,subjectonlytotherightoftheAgencyforwhomthelabororservicesareprovidedtospecifythedesiredresults; %% 2.0  Theindividualorbusinessentityprovidinglabororservicesisresponsibleforobtainingallassumedbusinessregistrationsor 9 ,  professionaloccupationlicensesrequiredbystatelaworlocalgovernmentordinancesfortheindividualorbusinessentitytoconductthebusiness; %% 3.0  Theindividualorbusinessentityprovidinglabororservicesfurnishesthetoolsorequipmentnecessaryforperformanceofthe   contractedlabororservices; %% 4.0  Theindividualorbusinessentityprovidinglabororserviceshastheauthoritytohireandfireemployeestoperformthelaboror   services; %% 5.0  Paymentforthelabororservicesismadeuponcompletionoftheperformanceofspecificportionsoftheprojectorismadeonthe  basisofanannualperiodicretainer. %% *XX*6.0  TheindividualorbusinessentityprovidinglabororserviceisregisteredunderORSchapter701,iftheindividualorbusinessentity  provideslabororservicesforwhichsuchregistrationisrequired; %% 7.0  FederalandstateincometaxreturnsinthenameofthebusinessorabusinessScheduleCorfarmScheduleFaspartofthepersonal yl incometaxreturnwerefiledforthepreviousyeariftheindividualorbusinessentityperformedlabororservicesasanindependentcontractorinthepreviousyear;and %% 8.0  Theindividualorbusinessentityrepresentstothepublicthatthelabororservicesaretobeprovidedbyanindependentlyestablished  ! business.ExceptwhenanindividualorbusinessentityfilesaScheduleFaspartofthepersonalincometaxreturnsandtheindividualorbusinessentityperformsfarmlabororservicesthatarereportableonScheduleC,anindividualorbusinessentityisconsideredtobeengagedinanindependentlyestablishedbusinesswhenfourormoreofthefollowingcircumstancesexist.Contractormustmeetfour(4)ormoreofthefollowing: %% *X*  A.0  Thelabororservicesareprimarilycarriedoutatalocationthatisseparatefromtheresidenceofanindividualwhoperforms ' thelabororservices,orareprimarilycarriedoutinaspecificportionoftheresidence,whichportionissetasideasthelocationofthebusiness; %%   B.0  Commercialadvertisingorbusinesscardsasiscustomaryinoperationofsimilarbusinessesarepurchasedforthebusiness,or qd+ theindividualorbusinessentityhasatradeassociationmembership; %%   C.0  Telephonelistingandserviceareusedforthebusinessthatisseparatefromthepersonalresidencelistingandserviceusedby ] P. anindividualwhoperformsthelabororservices; %%   D.0  Labororservicesareperformedonlypursuanttowrittencontracts;I"< 1%%   E.0  Labororservicesareperformedfortwoormoredifferentpersonswithinaperiodofoneyear;or#!3%%   F.0  Theindividualorbusinessentityassumesfinancialresponsibilityfordefectiveworkmanshiporforservicenotprovidedas $"5 evidencedbytheownershipofperformancebonds,warranties,errorsandomissioninsuranceorliabilityinsurancerelatingtothelabororservicestobeperformed. %% 9.0  PursuanttoOAR1250200410(4),thecontractshallprovidethattheContractorisresponsibleforfederalSocialSecurity,except i'\%9 thosecategoriesexcludedbylaw,andforanyfederalorstatetaxesapplicabletothecontractpayment. %%  IndependentContractorcertifieshe/shemeetstheabovestandardsandagreestoperformthelabororservicesrequiredbythiscontractasanIndependentContractor. P'  '     *   *ContractorSignature ________________________________________________Date_________________ +)@ '   'EntityName(printedortyped): _____________________________________________________________________#&i(% Z4#X[XXX[ -+C   u.h,D 0 @ ExhibitD    7 INFORMATIONFORCRIMINALHISTORYCHECK#&i(%XX[#6XX[   *eFXdd $dd $FX%X%e,m dd ,dd , dd +  % PC %@] ] *** 5w'6HIRINGSUPERVISORTOCOMPLETETHISSECTION #6'5w#*** *  *NameofDHSSupervisor= $ $Agency/Address=   PhoneNumber/Extension=(    (*FdXdm dd m dd  dd FX%X%,s#dd +  !   !@ ***5w'6 TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #6'5w|#***(   (0X X (# 70Name(PleasePrint) Last    h First     p Middle    DateofBirth   AF<) xdEX (#A N A OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.)#&i(%6dž#X[XXX[AF<)V' s#dEV' s#A#&i(%XX[#6XX[ t #&i(%6Nj#)XX[33#&i(%)#336XX[Sex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/IssuingState    TG #&i(%6O#6XX[Male#&i(%6a#6XX[  Female#&i(%6Ǵ#6XX[ #&i(%6#6XX[ SF  AF<)Vs#dEVs#A %WARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.   EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate?{ % % 2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe l_ crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  % % IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?</$ % % @T T %i\D7 5w'6AUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#6'5w#  i\' %>1 OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date / %@  5w'6AFFIRMATIONOFACCURATEINFORMATION#6'5w>#  0 %  Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.    " 3    @  @  @ ***5w'6 CONSULTANTSSIGNATUREMUSTBEWITNESSED#6'5wx# 󀀀*** x#k!5 ?__________________________________________________________  _______________________________________________________ $"7 ConsultantsSignature    Date h     SignatureofWitness     Date %{#8              h     _______________________________________________________h           h     TitleofWitnessh,*eFdds#dd s#FX%X%e,dd ,Wdd +  % X)K'@ %@ \***5w'6 DHSPERSONNELSERVICESUSEONLY #6'5w#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, $dd +     #&i(%6a#X[XXX[@I I \ IMPORTANTNOTICETOCONSULTANT   qd #&i(%XX[#s*XX[YOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSE  CRIMESFORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#&i(%s*%#X[XXX[ uh  #&i(%XX[#)XX[ffӀ#&i(%)#X[XXX[ UH ff!#&i(%XX[W#s*XX[SpecificCrimes:(ORS):  #&i(%s*#X[XXX[ffffQ`" F X XX^ ; N <u|,,Xh4!X`#&i(%XX[2#6XX[( X%X%(o0 W 162.0250WuWuBribeReceiving uu o0 W 162.0650WuWuPerjury  uu o0 W 162.1550WuWuEscapeII  uu o0 W 162.165  EscapeI5 ( WuWu o W 162.185  SupplyingContraband    o0 W 162.2050WuWuFailuretoAppearIM @ uu o0 W 162.2350WuWuObstructingGovernmentalorJudicialAdministration uu o0 W 162.2650WuWuBribingaWitnesse X uu o0 W 162.2750WuWuBribeReceivingByaWitness uu o0 W 162.2850WuWuTamperingWithaWitness} p uu o0 W 162.3050WuWuTamperingWithPublicRecords  uu o0 W 162.3250WuWuHinderingProsecution uu o W 163.095  AggravatedMurder !  o W 163.115  Murder   o W 163.118  ManslaughterI 9, o W 163.125  ManslaughterII  o W 163.145  CriminallyNegligentHomicide QD o0 W 163.1600WuWuAssaultIVuu o W 163.165  AssaultIII i\ o W 163.175  AssaultII  o W 163.185  AssaultI t o0 W 163.1900WuWuMenacing uu o0 W 163.1950WuWuRecklesslyEndangeringAnotheruu o W 163.200  CriminalMistreatmentII %  o W 163.205  CriminalMistreatmentI ! o W 163.225  KidnapingII =0" o W 163.235  KidnapingI # o W 163.275  Coercion UH$ 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#&i(%6#s*XX[(engaging =0j in)#&i(%s*#6XX[k5&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&&CriminalDrivingWhileSuspendedorRevokedorinViolationofa %" Permit 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&&DrivingUndertheInfluenceof_Intoxicant#&i(%6#X[XXX[ '%5&5& ( XuXu(   ExhibitE   ConfidentialityAgreement#&i(%XX[%#Z XX[   #&i(% Z&#X[XXX[U&  XXD'  #&i(%XX['#Z XX[ToallcontractorsworkingonOregonDepartmentofHumanServices(DHS)projects:  Forthepurposesofthiscertificatetheterm contractorwillmeanallConsultantsassignedtotheprojectbythecontractor.Oregonslawscontainprovisionsrelationtoconfidentialityofrecords,listsandinformationaboutclientapplicants/clients/recipientsandaboutStateemployees.Theselaws,andthepenaltiesforviolationofthem,pertaintoeverycontractorworkingonDHSprojects,atalllevelsandinanycapacity.AsaconditionofyourcontinuedworkforDHS,youarerequiredtocompletetheconfidentialitytrainingexerciseandsignthiscertificateverifyingthatyouunderstandthelawsandareawareofthepenaltiesforviolation.Ifatsomefuturedate,youhavedoubtsaboutthelegalityofanactionyoumaybeabouttotake,asktherespectiveprojectmanagerforaninterpretation.Youpersonally u h  arelegallyresponsibleforanyviolationoftheselaws. 1 $   ConfidentialityofPersonnelInformation :_ORS_Ԁ192.500 ThePublicRecords Actcontainsanumberofexemptions   forinformationmaintainedonStateemployeesincludinga personalprivacyexemptionwhichstates: Thefollowingpublicrecordsareexemptfromdisclosure...Informationofapersonalnaturesuchasthatkeptinapersonal,medicalorsimilarfile,ifthepublicdisclosurethereofwouldconstituteanunreasonableinvasionofprivacy,unlessthepublicinterestbyclearandconvincingevidencerequiresdisclosureintheparticularinstance.Thepartyseekingdisclosureshallhavetheburdenofshowingthatpublicdisclosurewouldnotconstituteanunreasonableinvasionofprivacy.(_ORS_Ԁ196.500(2)(b)) ConfidentialityofWelfareApplicants/RecipientsInformation :_ORS_Ԁ411.300 Regulationsconcerninguseand | custodyofrecords. (1)DHSshallmakeandenforcereasonablerulesandregulationsgoverningthecustody,useand E8 preservationoftherecords,tapes,filesandcommunicationsofDHS.Theuseofsuchrecords,papers,filesandcommunicationsbyanyotheragencyordepartmentofgovernmentorpersontowhichtheymaybefurnishedshallbelimitedtothepurposesforwhichtheyarefurnishedandbytheprovisionsofthelawunderwhichtheymaybefurnished._ORS_Ԁ411.320 Disclosureanduseofrecordslimited;contentsasaprivilegedcommunication. Fortheprotection  ofclients,DHScontractors...shallnotdiscloseorusethecontentsofanyrecords,files,papersorcommunicationsforpurposesotherthanthosedirectlyconnectedwiththeadministrationofthepublicassistancelawsofOregon,andtheserecords,filespapersandcommunicationareconsideredconfidentialsubjecttotherulesandregulationsofDHSanditsDivisions,exceptasotherwiseprovidedin_ORS_Ԁ411.325to411.335.Inanyjudicialproceedings,exceptproceedingsdirectlyconnectedwiththeadministrationofpublicassistancelaws,theircontentsareconsideredprivilegedcommunications.(Note:_ORS_Ԁ421.325and411.330havebeenvoidedbycourtaction.)_ORS_Ԁ411.335 Prohibiteduseoflistsornames. Nopersonoragencyshallsolicit,disclose,receive,makeuseof,or & authorize,knowinglypermit,participateinaoracquiesceintheuseof,anylistsofnamesforcommercialorpoliticalpurposesofanynature,foranypurposenotdirectlyconnectedwiththeadministrationofpublicassistancelaws.(Note:_ORS_Ԁ411.325and41.330havebeenvoidedbycourtaction.)_ORS_Ԁ411.990 Penalties (1)Violationof_ORS_Ԁ411.320to411.335ispunishable,uponconviction,byafineofnotmore }!p+ than$1,000orbyimprisonmentinthecountyjailfornotmorethan60days,orbyboth.Violationof_ORS_Ԁ192.500iscausefordisciplinaryactionunder_ORS_Ԁ240.555. Instructions: Contractorandsupervisorwillsignpriortostartofwork.ReturnoriginaltotheDHSProjectManager m$`"/ ordesignee.IcertifythatIhavereadtheforegoing.MysignaturebelowmeansthatIunderstandtheprovisionsoflawpertainingtotheconfidentialityofDHSrecordsandinformation.IalsounderstandthattheselawsmaychangefromtimetotimeandthatitismyresponsibilitytoreadandunderstandthesechangesasIamnotifiedofthem.K%X ,X9er4 hXXK}'Name(pleaseprint): ___________________________________________________________________________ )'6 Signature:_______________________________________________ p Date_____________________ +)9 SupervisorsSignature:________________________________________________Date_____________________'#&i(% Z'#X[XXX[  -+< #&i(%XX[=#X[XXX[%X[XXX[#%&i(%X%X[a=##&i(%%%&i(=# 3   312  E  .3  0    X[XXX[%X[XXX[  Y/L-> #%&i(%X%X[t>##&i(%%%&i(>#@b b X[XXX[%X[XXX[ExhibitGPersonalServicesContract102818#X[XX%X[A?#Ԉ     ProposaltoDepartmentofHumanServices#&i(%XX[?#X[XXX[Solicitation#1150#&i(%XX[<@#X[XXX[  DatedApril18,2002&SignedbyWilliamE._Neale_#&i(%XX[@#  ?