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XXXSw\  `&Times New RomanS  >4XX` hp x (#%>6J=4heading 5  /%X Xp x (#%/     /%X Xp x (#%/<:endnote refe:V8Body Text 3  /%X Xp x (#%/  XXX  /%X Xp x (#%/<n:Body Text In  X >4X` hp x (#%>  >4XX` hp x (#%>XXX  %2A`Arial6sz4heading 6  ?}%2A`Arial?   XXXSw\  `&Times New RomanS    /C)  _wX3XXXX ,K7X` hp x (#%XK @ , N4*X*4 <DL!T$X,XN.#~I:\PMO\Templates\Contract Templates\examples\sow_102822_sbi.wpdI:\PMO\Templates\ContractTemplates\examples\sow_102822_sbi.wpd/   /Q+ d  _  H {G XXSAMPLE#X[XG H {C#((3/Q$ !   d 6Jw4Body Text  ?}%2A`Arial?Sw\  `&Times New RomanS  8ow6Plain Text  K<6X9`(Courier NewKXXXSw\  `&Times New RomanS  <6X9`(Courier New   TABLE CTABLE ATABLE ETABLE D dTABLE D !  _XXXX  8[XXdd8TRY<3'letterheadX3' Letter3'letterhead3'T+Da` XXDisclaimer:Unlessotherwisespecificallystated,theinformationcontainedhereinismadeavailabletothepublicbytheDepartmentofHuman X Services(_DHS_),OfficeofInformationServices(_OIS_),ProjectManagementOffice(_PMO_),andtheOfficeofContractsand_Procurements_Ԁ(OC&P)foruseasanexampleofcontractscontentinformation.TheintentofthecontractexampleistoassiststaffwithcontractcreationbyprovidingPersonalServiceContractexamples,guidelines,andstandards.̀Neitherthe_DHS_,_OIS_,_PMO_,_OCP_,_DOJ_,DAS,_IRMD_Ԁnoranyotheragencyorentitiesthereof,assumesanylegalliabilityorresponsibilityfortheaccuracy,completeness,orusefulnessofanyinformation,productorprocessdisclosedintheseexamples.Referencehereintoanyspecificcommercialproduct,process,servicebytradename,trademark,manufacturer,vendor,orotherwise,doesnotconstituteorimplyitsendorsement,recommendation,orfavoringbytheDepartmentofHumanServices,theStateofOregon,oranyentitiesthereof.Theviewsandopinionsoftheoriginatorsexpressedthereindonotnecessarilystateorreflectthoseofthe_DHS_,_OIS_,_PMO_,_OCP_,oranyagencyorentitiesthereof.Texttakenfromtheseexamplesandusedtodevelopsimilarsolicitationsandcontractswillnotreplacetheappropriatestepsnecessaryforapproval.#X[X# H    `a      @*a     `     h      p bb     ` Contract#102822  d       `     h      p      x    StateofOregonPersonal/ProfessionalServicesContract  l L   ThiscontractisbetweentheStateofOregonactingbyandthroughitsDepartmentofHumanServices,OfficeofInformationServices,hereinafterreferredtoas  _DHS_ ,and 0 XX[Ԁ#X[X #     _SBI_ԀEmerald,Inc. x 320SWOakStreet,SecondFloorPortland,OR97204  P    hereinafterreferredtoas"Contractor.c c'X,XXX'cI.0  EFFECTIVEDATEandDURATION X %% Thiscontractshallbecomeeffectiveonthedatethiscontracthasbeensignedbyeverypartyhereto,and,whenrequired,approvedbyDepartmentofAdministrativeServicesandDepartmentofJustice.Unlessterminatedorextended,thiscontractshallexpirewhen_DHS_ԀacceptsContractorscompletedperformanceoron October31, # 2002 ,whicheverdateoccursfirst.Expirationshallnotextinguishorprejudice_DHS_srighttoenforcethiscontract  $ withrespecttoanybreachofaContractorswarrantyoranydefaultordefectinContractorperformancethathasnotbeencured. II.0  PURPOSE#h!(%%  cwX3XXX[cThisContractprovidesforahighlyskilledBusinessProcessEngineeringAnalysttoperformakeyroleinthe $T") identificationofbusinessprocessesandthegatheringanddocumentationofbusinessrequirementsforaScreening,Assessment,andReferralSystem.Thetasksshallbeperformedusingestablished_DHS_/_OIS_ԀProjectManagement,development,maintenanceandacceptancecriteriamethodologiessetforthin_DHS_sInformationSystemsStandardsandProceduresManual.Documentationshallbeupdatedandstoredinestablished_DHS_/_OIS_Ԁlibrariesusingexisting_DHS_/_OIS_documentationstandardssetforthin_DHS_sInformationSystemsStandardsandProceduresManualandtheProjectManagementGuide.c#X[XXwX3i#wX3XXX[dd#X[XXwX3#wX3XXX[dMQP*  ddDM9SDL!X,XX9]=S <DL!!&)\+-SDX]Theservicesaretobeprovidedatthe_DHS_ԀofficeslocatedattheParkwayBuilding(2850BroadwaySt.NE,Salem, 0" OR).Officespace,equipment,andtherequiredsoftwaretoolswillbeprovidedasdetailedinStatementofWork,ExhibitA,Attachment1.d#X[XXwX3#wX3XXX[d X  d#X[XXwX35# dd III.0  STATEMENTofWORK X %% Thestatementofwork(the Work)includingthedeliveryscheduleforsuchworkiscontainedinExhibitA,attachedandincorporatedbyreferenceintothiscontract.Contractoragreestoperformtheworkinaccordancewiththetermsandconditionsofthiscontract.e IV.0  CONSIDERATION  %%%  A .0  _DHS_ԀagreestopayContractorforaccomplishingtheWorkasrequiredbythiscontract,plusanyallowable !& expensesandanytravelandotherexpensereimbursementwhennotedherein.Paymentforallworkperformedunderthiscontractshallbesubjecttotheprovisionsof_ORS_Ԁ293.462andshallnotexceedthetotalmaximumnottoexceedsumof $72,000.00 basedonanhourlyrateof $100.00 ,althoughtheproposedestimatedhourly $P") breakdownfortasks/subtasksmaywindupbeingdifferentthanproposed. %%  &I.%XX[B.) 0  #X[X%&I.#InterimpaymentsshallbemadetoContractorfollowing_DHS_sreviewandapprovalofinvoicessubmitted p'%, byContractor. %%   C .0  Contractorshallnotsubmitinvoicesfor,and_DHS_Ԁwillnotpay,anyamountinexcessofthemaximum 4*'/ compensationamountsetforthabove.Ifthismaximumcompensationamountisincreasedbyamendmentofthiscontract,theamendmentmustbefullyeffectivebeforeContractorperformsworksubjecttothe_amendment.Contractorshallnotify_DHS_'sContractAdministratorinwritingthirty(30)calendardaysbefore ,*2 +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.Contractorshallsendinvoicesto_DHS_sContractAdministrator(seeE.,below). %%  E. 0  The_DHS_Ԁemployeeassignedtomonitorcontractcompliance,authorizepaymentandactas_DHS_sContract 5 (  Administratoronmattersconcerningthiscontractshallbe: %%   Debra_Herrli_,ordelegate  _OIS_/_ISE_ԀProjectManager  OfficeofInformationServices  OregonDepartmentofHumanServices  500summerStreetNE/MailingCodeE03  Salem,OR973101080     &I.%XX[  #X[X%&I.)#V.0  TRAVELandPERDIEM&I.%XX[]P%%  #X[X%&I.v)#Notravelorotherexpensesshallbepaidinadditiontothecostherein. I<  VI.0  CONTRACTinitsENTIRETY !%% 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  L ((4L F.   Exhibit F:0 S Solicitation#1168 t!S%S%  G.   ExhibitG:0 S ContractorsProposaltoSolicitation#1168q!d"S%S%  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.&I.%XX[  M#@!$ 9X,X` XX,XS` X9#X[X%&I.L0#VII.0  MERGERCLAUSE;WAIVER %#&%% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven.Thefailureof_DHS_Ԁtoenforceanyprovisionofthiscontractshallnotconstituteawaiverby_DHS_Ԁofthatoranyotherprovision.&I.%XX[ +x)-   #X[X%&I.84#6X,XeS` XX,X` X6&I.%XX[3P+CONTRACTOR,BYEXECUTIONofTHISCONTRACT,HEREBYACKNOWLEDGESTHATCONTRACTOR I-<+/ HASREADTHISCONTRACT,UNDERSTANDSIT,ANDAGREESTOBEBOUNDBYITSTERMSANDCONDITIONS.#X[X%&I.4#2XŴ XXX[ .,1 3P+ 3 3  &I.%XX[#&I.% %2&5# VIII.0 e CONTRACTORDATAandCERTIFICATION;SIGNATURESe%e%  #X[X%&I.e6#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@7#z XX[ cV  XBusinessDesignation(checkone):[]Corporation(completionofExhibit C not requiredforCorporationsonly) R E  []ProfessionalCorporation[]Partnership[]SoleProprietorship?X ,XFXhXX,XFX?[]LimitedLiabilityCompany[]LimitedPartnership[]LimitedLiabilityPartnership#X[X z9#H&I.%XX[ FederalTaxID#:____________________OR_SSN_:_____________________  l _  #X[X%&I.<#XX[#X[X<#XHz XX[AbovePaymentinformationmustbeprovidedpriortocontractapproval.ThisinformationwillbereportedtotheInternalRevenue   Services(IRS)underthenameandtaxpayeridentificationsubmitted.(SeeIRS1099foradditionalinstructionsregardingtaxpayerI.D.numbers.)InformationnotmatchingIRSrecordscouldsubjectContractorto31percentbackupwithholding.#X[X z==#SXX[#X[XS?#z XX[ Certification: TheindividualsigningonbehalfofContractorherebycertifiesandswearsunderpenaltyofperjury:(a)thenumbershown   onthisformisContractorscorrecttaxpayeridentification;(b)Contractorisnotsubjecttobackupwithholdingbecause(_i_)Contractorisexemptfrombackupwithholding,(ii)ContractorhasnotbeennotifiedbytheIRSthatContractorissubjecttobackupwithholdingasaresultofafailuretoreportallinterestordividends,or(iii)theIRShasnotifiedContractorthatContractorisnolongersubjecttobackupwithholding;(c)s/heisauthorizedtoactonbehalfofContractor,s/hehasauthorityandknowledgeregardingContractorspaymentoftaxes,andtothebestofher/hisknowledge,ContractorisnotinviolationofanyOregontaxlawsasdefinedinOAR150305.385,referencedinExhibitB,paragraph12ofthiscontract;(d)Contractorisanindependentcontractorasdefinedin_ORS_Ԁ670.600;and(e)theaboveContractordataistrueandaccurate.#X[X zY?#\=&I.%XX[ X < , XX ,XFXhX<#X[X%&I.D#&I.%XX[IX. 0  CONTRACTORS:YOUWILLNOTBEPAIDFORSERVICESRENDEREDPRIORTONECESSARY   STATEAPPROVALS. %%  #X[X%&I.D#^~d_XX[ 0 ,  X , X0#X[X_^~d|E#A.0  &I.%XX[Contractor:#X[X%&I.$F#&I.%XX[$#%% #X[X%&I.qF#^~d_XX[  #X[X_^~dF#&I.%XX[<  IXX ,  X<0  By:_____________________________Title: I      2 Date:_______________________[N&%% GӀ#X[X%&I.3G#&I.%XX[ !'  #X[X%&I.mH#&I.%XX[B.0  DepartmentofHumanServices,OfficeofInformationServices: #X[X%&I.H#^~d_XX[EX<VX  IXXE(%% #X[X_^~dWI#F&I.%XX[ 9  e           #X[X%&I.J#&I.%XX[EX eV7XX<VXE     I   q#X[X%&I.J#z XX[ԀChiefInformationOfficer#X[X zwK#&I.%XX[ * Q(  wI 2"XX eV7XQ  By:_________________________________Title:q#X[X%&I.K#z XX[ԀDep.ChiefInformationOfficer#X[X zL#&I.%XX[ԀDate:_______________ + #X[X%&I.M#2Jz XX[T"  wX2XY"X  wI 2"XT30  #X[X zM#&I.%XX[ %% #X[X%&I.SN#XX[ N#X[XN#D.0  NReviewed: #!/%%     XX[  #X[XO# By:򀀀  Date:_______________  z XX[0 Y %{#3Y%Y%   RayLong,_DHS_ԀContractsConsultant,DepartmentofHumanServices,ordelegate#X[X zYP# &$5 &I.%XX[#X[X%&I.TQ#&I.%XX[ #X[X%&I.Q# e  e8 dXXd8e fQ       `     h      p   f   % +Da + XTRX3' LetterY<3'letterhead3' Letter3'letterheadT   +  ExhibitA   StatementofWorkfQfAcknowledgedandAgreedbytheParties:    }Xa"XXX[I)  #X[XX}Xa"kU#Overview E8  L&XX[H+ 4 <DL!X,XXHO[GP8(Z******d dd[  VL&  L&VOKV  dwj  #X[XL&U# mdAProjecthasbeencharteredinsupportoftheDepartmentsReorganizationtodesignthefirstphaseofanintegrated  servicedeliverysystemfortheOregonDepartmentofHumanServices(_DHS_).OKV W݌̌<X? 2::ddT<X[XXX[X[XXX[   md  XvsXXX[}Xa"XXXvs  #VX3XX}Xa"V#X[XXVX3EY  d ? 2 mdWorkersdonothaveanintegratedsystemtolookupandenterclientinformationanddoscreening,assessment,andreferral.Currently,theymustuseseveraldifferentsystemsandprocesses,impactingtheirabilitytoserve_DHS_clientsinanintegratedfashion.EYY݌̌X[XXX[X[XXX[   md  d q d   mdTosupporttheDepartmentofHumanServicesgoaltoimproveservicestoclients,familiesandcommunitiesby   providinga nowrongdoorpolicy,itiscriticaltohaveanintegratedservicedeliverysystemtoassistcaseworkersinmakingscreeningandassessmentdecisions. md& 2 ~  L&XX[_L&} _    #V }Y#L&V~y]  d  X[XL& mdPrimaryObjectivesandBenefits~y]O^ ]Ԍ   Ќ X[XXX[X[XXX[X[XXX[X[XXX[   md#L&XX[^#X[XL&O[GP8(Z******d dd9,[  XvsXXX[VX3XXXvs  #VX3XXVX30^#X[XXVX3O`  d  #L&XX[_#X[XL& mdTheprimaryobjectiveoftheProjectistodesignafrontendscreeningandassessmentsystem,toincludebroad  initialscreeningtoidentifythepotentialprogramareasforwhichaclientmaybeeligible.Theintentwouldbetoidentifytheclient,seeiftheyarealreadyinthesystem,addifnecessary,screen,broadlyassess,andpassappropriateinformationbackintotheexistingsystems.Akeypointinscreeningwouldbetodetermineiftheclienthasjustasingleormultipleissues.InadditiontothescreeningdonebyIntakestaff,someminorselfassessmentmayalsobeconsidered.(Thiscouldbeveryhighlevel,anddoneonlyonequipmentinthelocaloffice.)'2m]O`a݌̌<X::ddT<X[XXX[X[XXX[   md  O[GP8(Z******d dd[  XvsXXX[VX3XXXvs  #VX3XXVX3`#X[XXVX3O:e  deX  #L&XX[ia#X[XL& mdFollowingassessment,referraloftheclientaspartofthisprocesswillalsobeconsidered.O:e)X3XXVX3 #VX3XX)X3#  !   "   $"  ]%P# g  &$   gT&'/VgExhibitB m` GeneralProvisions     gg   1.0  IndependentContractor;ResponsibilityforTaxesandWithholding - %% <(X u}L"XX<0  a. 0%%ContractorshallperformallrequiredWorkasanindependentcontractor.Although_DHS_Ԁreservestherightto m` (1)determine(andmodify)thedeliveryschedulefortheWorktobeperformedand(2)evaluatethequalityofthecompletedperformance,_DHS_ԀcannotandwillnotcontrolthemeansormannerofContractor'sperformance.ContractorisresponsiblefordeterminingtheappropriatemeansandmannerofperformingtheWork. %%  u h  0  b. 0%%IfContractoriscurrentlyperformingworkfortheStateofOregonorthefederalgovernment,Contractorby   signaturetothiscontractdeclaresandcertifiesthat:ContractorsWorktobeperformedunderthiscontractcreatesnopotentialoractualconflictofinterestasdefinedby_ORS_Ԁ244andnorulesorregulationsofContractorsemployingagency(stateorfederal)wouldprohibitContractorsWorkunderthiscontract.Contractorisnotan officer, employee,or agentof_DHS_,asthosetermsareusedin_ORS_Ԁ30.265. %%   0  c. 0%%Contractorshallberesponsibleforallfederalorstatetaxesapplicabletocompensationorpaymentspaidto  Contractorunderthiscontractand,unlessContractorissubjecttobackupwithholding,_DHS_Ԁwillnotwithholdfromsuchcompensationorpaymentsanyamount(s)tocoverContractorsfederalorstatetaxobligations.ContractorisnoteligibleforanySocialSecurity,unemploymentinsuranceorworkerscompensationbenefitsfromcompensationorpaymentspaidtoContractorunderthiscontract,exceptasaselfemployedindividual. %%    2.0  SubcontractsandAssignment;SuccessorsinInterest %%  ]P 0  a. 0%%ContractorshallnotenterintoanysubcontractsforanyoftheWorkrequiredbythiscontract,orassignor  transferanyofitsinterestinthiscontract,withoutthepriorwrittenconsentof_DHS_.Inadditiontoanyotherprovisions_DHS_Ԁmayrequire,ContractorshallincludeinanypermittedsubcontractsunderthiscontractarequirementthatthesubcontractorbeboundbySections2,6,7,11,and13ofthisexhibitasifthesubcontractorweretheContractor._DHS_sconsenttoanysubcontractshallnotrelieveContractorofanyofitsdutiesorobligationsunderthiscontract. %%  }!p 0  b. 0%%Theprovisionsofthiscontractshallbebindinguponandshallinuretothebenefitofthepartieshereto,and "  theirrespectivesuccessorsandpermittedassigns,ifany. %%  $"   3.0  NoThirdPartyBeneficiaries. _DHS_ԀandContractoraretheonlypartiestothiscontractandaretheonlyparties -& $! entitledtoenforceitsterms.Nothinginthiscontractgives,isintendedtogive,orshallbeconstruedtogiveorprovideanybenefitorright,whetherdirectly,indirectlyorotherwise,tothirdpersonsunlesssuchthirdpersonsareindividuallyidentifiedbynamehereinandexpresslydescribedasintendedbeneficiariesofthetermsofthiscontract. %%  5*((%  4.0  FundsAvailableandAuthorized;Payments u+h)&%% 0  a. 0%%ContractorshallnotbecompensatedforWorkperformedunderthiscontractbyanyotheragencyordepartment ,*' oftheStateofOregon._DHS_Ԁhassufficientfundscurrentlyavailableandauthorizedforexpendituretofinancethecostsofthiscontractwithin_DHS_'sbiennialappropriationorlimitation.Contractorunderstandsandagrees .,) & & X &  that_DHS_'spaymentofamountsunderthiscontractattributabletoWorkperformedafterthelastdayofthecurrentbienniumiscontingenton_DHS_ԀreceivingfromtheOregonLegislativeAssemblyappropriations,limitations,orotherexpenditureauthoritysufficienttoallow_DHS_,intheexerciseofitsreasonableadministrativediscretion,tocontinuetomakepaymentsunderthiscontract. %% 0  b. 0%%_DHS_Ԁwillonlypayforcompletedworkthatisacceptedby_DHS_. qd%%    , @,   5.     0  RepresentationsandWarranties %%   a.0  ContractorsRepresentationandWarranties :Contractorrepresentsandwarrantsto_DHS_Ԁthat(1)Contractor 5 ( hasthepowerandauthoritytoenterintoandperformthiscontract,(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)ofsubsection5a  aboveshallnotexceed:(1)twicethetotalcontractamount(includinganyamendments)or(2)$100,000whicheverisgreater. %%  ! 0  c.0%%WarrantiesCumulative :Thewarrantiessetforthinthissectionareinadditionto,andnotinlieuof,anyother aT warrantiesprovided. %%    6.0  OwnershipofWorkProduct. AllworkproductofContractorthatresultsfromthiscontract("theWorkProduct")  istheexclusivepropertyof_DHS_._DHS_ԀandContractorintendthatsuchWorkProductbedeemed workmadeforhireofwhich_DHS_Ԁshallbedeemedtheauthor.IfforanyreasontheWorkProductisnotdeemed workmadeforhire,Contractorherebyirrevocablyassignsto_DHS_Ԁallofitsright,title,andinterestinandtoanyandalloftheWorkProduct,whetherarisingfromcopyright,patent,trademark,tradesecret,oranyotherstateorfederalintellectualpropertylawordoctrine.Contractorshallexecutesuchfurtherdocumentsandinstrumentsas_DHS_Ԁmayreasonablyrequestinordertofullyvestsuchrightsin_DHS_.ContractorforeverwaivesanyandallrightsrelatingtotheWorkProduct,includingwithoutlimitation,anyandallrightsarisingunder17_USC_Ԁ106Aoranyotherrightsofidentificationofauthorshiporrightsofapproval,restrictionorlimitationonuseorsubsequentmodifications. %%  u%h#"  7.0  Indemnity. &$#%%   X3XXVX3a.GeneralIndemnity: Contractorshalldefend,holdharmlessandindemnifytheStateofOregon,_DHS_Ԁand '%$ 0  itsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsandexpensesofanynatureresultingfrom,arisingoutof,orrelatingtotheactivitiesofContractororitsofficers,employees,subcontractors,oragentsunderthisContract. %%  ,)(   b.IntellectualPropertyIndemnity: Withoutlimitingthegeneralindemnityprovision,Contractorexpressly A-4+) 0  agreestodefend,holdharmlessandindemnifytheStateofOregon,_DHS_Ԁanditsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsand /-+ _expensesofanynatureresultingfromorinconnectionwithanyclaimsthattheWork,Developments,SystemorDeliverablesorusethereofinfringeanypatent,copyright,tradesecret,orotherproprietaryright(referredtoas"IntellectualPropertyRights")ofanythirdparty;provided,thatDHSshallprovideContractorwithpromptwrittennoticeofanyinfringementclaim.Contractorshallhavecontrolofthedefenseandsettlementoftheclaim;providedthattheStateofOregonorDHSmayassumeitsowndefenseandsettlementintheeventthattheStateofOregonorDHSdeterminesthatContractorisnotadequatelydefendingitsinterestorthatanimportantgovernmentalprincipleisatissueandtheStateofOregonorDHSdesirestoassumeitsowndefense.IfContractor,initssolediscretion,believesatanytimethattheWork,Developments,SystemorDeliverablesinfringeathirdparty'sIntellectualPropertyRights,Contractormay,atitsownexpenseandoptionanduponreceiptofDHS'spriorwrittenconsent,replaceaninfringingitemwithanoninfringingitemthatmeetsorexceedstheperformanceandfunctionalityofthereplaceditem.#VX3XXX3w# %%     8.0  Insurance: % %% 0  a. 0%%DuringthetermofthiscontractContractorshallmaintaininforceatitsownexpense,eachinsurancenoted eX  below: %% ]+X 'u}L"XX u}L"X]0  0%% (1) 0%%WorkersCompensationinsuranceincompliancewithORS656.017,whichrequiressubjectemployers  toprovideOregonworkerscompensationcoverageforalltheirsubjectworkers. %%  , @, 0  0%% %%     (2) 0  GeneralLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan$1,000,000each  occurrenceforBodilyInjuryandPropertyDamage.Itshallincludecontractualliabilitycoveragefortheindemnityprovidedunderthiscontract.ItshallprovidethattheStateofOregon,DepartmentofHumanServices,andtheirdivisions,officersandemployeesareAdditionalInsuredsbutonlywithrespecttotheContractorsservicestobeprovidedunderthiscontract. %%    0    (3)0%% AutomobileLiabilityinsuranceasrequiredbytheOregonFinancialResponsibilityLaw(ORS806.060), 9, includingcoverageforowned,hiredornonownedvehicles,asapplicable. V&%+%XVX3)%%  i\ #VX3X+%V&%m#0    (4)0%% ProfessionalLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan$1,000,000  eachclaim,incidentoroccurrence.Thisistocoverdamagescausedbyerror,omissionornegligentactsrelatedtotheprofessionalservicestobeprovidedunderthiscontract. q d%% 0  0%% %% 0  b. 0%% NoticeofCancellationorChange: Thereshallbenocancellation,materialchange,reductionoflimitsor "  intentnottorenewtheinsurancecoverage(s)without30dayspriorwrittennoticefromContractororitsinsurer(s)toContractsCoordinator,OregonDepartmentofHumanServices. %%   &$" 0  c. 0%% CertificatesofInsurance: Asevidenceoftheinsurancecoveragesrequiredbythiscontract,Contractorshall M'@%# furnishacceptableinsurancecertificatestoContractsCoordinator,OregonDepartmentofHumanServicespriortocommencingtheWork.ThecertificatewillspecifyallofthepartieswhoareAdditionalInsureds.InsuringcompaniesorentitiesaresubjecttoStateacceptance.Ifrequested,completecopiesofinsurancepolicies,trustagreements,etc.,shallbeprovidedtotheState.Contractorshallbefinanciallyresponsibleforallpertinentdeductibles,selfinsuredretentionsand/orselfinsurance. %%  -- +)  9.0  Termination m.`,*%% Ї0  a.0%%PartiesRighttoTerminateforConvenience :Thiscontractmaybeterminatedatanytimebymutualwritten m` consentoftheparties. %%   0  b.0%%DHSsRighttoTerminateforConvenience :DHSmay,atitssolediscretion,terminatethiscontract,in  wholeorinpart,upon30daysnoticetoContractor. %%    0  c.0%%DHSsRighttoTerminateforCause :DHSmayterminatethiscontract,inwholeorinpart,immediately M @ uponnoticetoContractor,oratsuchlaterdateasDHSmayestablishinsuchnotice,upontheoccurrenceofanyofthefollowingevents: %%  i \  0  0%% (1)0%% DHSfailstoreceivefunding,orappropriations,limitationsorotherexpenditureauthorityatlevels   sufficienttopayforContractorsWork; %%    0  0%% (2)0%% FederalorStatelaws,regulationsorguidelinesaremodifiedorinterpretedinsuchawaythateitherthe    WorkunderthiscontractisprohibitedorDHSisprohibitedfrompayingforsuchWorkfromtheplannedfundingsource; %%  5( 0  0%% (3)0%% ContractornolongerholdsanylicenseorcertificatethatisrequiredtoperformtheWork;oruh%%   0  0%% (4) 0%%Contractorcommitsanymaterialbreachordefaultofanycovenant,warranty,obligationoragreement  underthiscontract,failstoperformtheWorkunderthiscontractwithinthetimespecifiedhereinoranyextensionthereof,orsofailstopursuetheWorkastoendangerContractorsperformanceunderthiscontractinaccordancewithitsterms,andsuchbreach,defaultorfailureisnotcuredwithin10businessdaysafterdeliveryofDHSsnotice,orsuchlongerperiodasDHSmayspecifyinsuchnotice. %%   0  d.0%%ContractorsRighttoTerminateforCause :Contractormayterminatethiscontractupon30daysnotice -  toDHSifDHSfailstopayContractorpursuanttothetermsofthiscontractandDHSfailstocurewithin30daysafterreceiptofContractorsnotice,orsuchlongerperiodofcureasContractormayspecifyinsuchnotice. %%  I!<    e.0  Remedies :"| %%     (1) 0  IntheeventofterminationpursuanttoSections9a,9b,9c(1),9c(2)or9dofthisexhibit,Contractorssole #! remedyshallbeaclaimforthesumdesignatedforaccomplishingtheWorkmultipliedbythepercentageofWorkcompletedandacceptedbyDHS,lesspreviousamountspaidandanyclaim(s)whichStatehasagainstContractor.IfpreviousamountspaidtoContractorexceedtheamountduetoContractorunderthisSection,ContractorshallpayanyexcesstoDHSupondemand. %%  (&#    0  (2)0%% IntheeventofterminationpursuanttoSection9c(3)or9c(4)ofthisexhibit,DHSshallhaveanyremedy *'$ availabletoitinlaworequity.IfitisdeterminedforanyreasonthatContractorwasnotindefaultunderSection9c(3)or9c(4)ofthisexhibit,therightsandobligationsofthepartiesshallbethesameasifthecontractwasterminatedpursuanttoSection9bofthisexhibit. %%   .+( '/V  'X  '    f.0  ContractorsTenderUponTermination: Uponreceivinganoticeofterminationofthiscontract,Contractor "` shallimmediatelyceaseallactivitiesunderthiscontract,unlessDHSexpresslydirectsotherwiseinsuchnoticeoftermination.Uponterminationofthiscontract,ContractorshalldelivertoDHSalldocuments,information,worksinprogressandotherpropertythatareorwouldbedeliverableshadthecontractbeencompleted.UponDHSsrequest,ContractorshallsurrendertoanyoneDHSdesignates,alldocuments,researchorobjectsorothertangiblethingsneededtocompletetheWork. %%   @  wX10.0  LimitationofLiabilities.EXCEPTFORLIABILITYARISINGUNDERORRELATEDTO B  SECTION5aOR9e(2)OFTHISEXHIBIT,NEITHERPARTYSHALLBELIABLEFOR(A)ANYINDIRECT,INCIDENTAL,CONSEQUENTIALORSPECIALDAMAGESUNDERTHECONTRACTOR(B)ANYDAMAGESOFANYSORTARISINGSOLELYFROMTHETERMINATIONOFTHISCONTRACTINACCORDANCEWITHITSTERMS.  0 %%  2p   11.0  RecordsMaintenance;Access. Contractorshallmaintainallfiscalrecordsrelatingtothiscontractin r  accordancewithgenerallyacceptedaccountingprinciples.Inaddition,ContractorshallmaintainanyotherrecordspertinenttothiscontractinsuchamannerastoclearlydocumentContractor'sperformance.ContractoracknowledgesandagreesthatDHS,theOregonSecretaryofState'sOffice,theFederalGovernment,andtheirdulyauthorizedrepresentativesshallhaveaccesstosuchfiscalrecordsandallotherbooks,documents,papers,plans,andwritingsoftheContractorthatarepertinenttothiscontractforthepurposeofperformingexaminationsandaudits,andmakingexcerptsandtranscripts. %%  >|     Contractorshallretainandkeepaccessibleallsuchfiscalrecords,books,documents,papers,plans,andwritings S foraminimumofthree(3)years,orsuchlongerperiodasmayberequiredbyapplicablelaw, j followingfinal  paymentandterminationofthiscontract,oruntilthe V conclusionofanyaudit,controversyorlitigationarising  outoforrelatedtothiscontract,whicheverdateis B later. n  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. %%  f%##  13.0  ForeignContractor. IfContractorisnotdomiciledinorregisteredtodobusinessintheStateofOregon, &$$ ContractorshallpromptlyprovidetotheOregonDepartmentofRevenueandtheSecretaryofStateCorporationDivisionallinformationrequiredbythoseagenciesrelativetothiscontract.ContractorshalldemonstrateitslegalcapacitytoperformtheWorkunderthiscontractintheStateofOregonpriortoenteringintothiscontract. %%  *((  14.0  ForceMajeure. NeitherDHSnorContractorshallbeheldresponsiblefordelayordefaultcausedbyfire,riot, +,*) naturaldisasters,orwarwheresuchcausewasbeyondthereasonablecontrolofDHSorContractor,respectively.Contractorshall,however,makeallreasonableeffortstoremoveoreliminatesuchacauseofdelayordefaultandshall,uponthecessationofthecause,diligentlypursueperformanceofitsobligationsunderthiscontract./--%% Ї 15.0  Survival. Allrightsandobligationsshallceaseuponterminationorexpirationofthiscontract,exceptforthe ` rightsandobligationssetforthintheContractSectionI.EFFECTIVEDATEANDDURATION,andinparagraphs5,6,7,9,10,11,15and21ofthisexhibit. %%  |  16.0  TimeisoftheEssence. Contractoragreesthattimeisoftheessenceunderthiscontract.%%  X  17.0  WrittenNotice. Allnoticesregardingthiscontractmustbegiventothepartiesinwritingbypersonaldelivery  @ ormailingthesame,postageprepaid,tothefollowingaddresses: %%   `+X 'u}L"XX 'u}L"X`DHS:0   S RayLong,ContractsConsultant,ordelegate p %% 0     S OregonDepartmentofHumanServices %% 0     S 500SummerStreetNE/MailingCodeE03 %% 0     S SalemOR973101080 %% `+X ' }L"XX 'u}L"X`     S FacsimileNumber:5033737889     S PhoneNumber:50394754060   %%   Contractor: S TracieBjugan  0      S SBIEmerald,Inc. p      S 320SWOakStreet,SecondFloor     S Portland,OR97204  0  0S%%PhoneNumber:5037052207 S%S%   0  0S%%FacsimileNumber:5036251228      pS%S%   0  Anynoticedeliveredbyfacsimileshallbedeemedtobegivenwhenreceiptofthetransmissionisgeneratedbythetransmittingmachine.TobeeffectiveagainstDHS,suchfacsimiletransmissionmustbeconfirmedbytelephonenoticetoDHSsContractAdministrator. %%  `   X18.0  Severability. Thepartiesagreethatifanytermorprovisionofthiscontractisdeclaredbyacourtofcompetent !H jurisdictiontobeillegalorinconflictwithanylaw,thevalidityoftheremainingtermsandprovisionsshallnotbeaffected,andtherightsandobligationsofthepartiesshallbeconstruedandenforcedasifthecontractdidnotcontaintheparticulartermorprovisionheldtobeinvalid. %%  %P#  19.0  Counterparts. Thiscontractmaybeexecutedinseveralcounterparts,allofwhichwhentakentogethershall &$ constituteoneagreementbindingonallparties,notwithstandingthatallpartiesarenotsignatoriestothesamecounterpart.Eachcopyofthecontractsoexecutedshallconstituteanoriginal. %%   *'" 20.0  DisclosureofSocialSecurityNumber. ContractormustprovideContractorsSocialSecuritynumberunless D+(# ContractorprovidesafederaltaxIDnumber.ThisnumberisrequestedpursuanttoORS305.385,OAR12520410(3)andOAR150305.100.SocialSecuritynumbersprovidedpursuanttothisauthoritywillbeusedfortheadministrationofstate,federalandlocaltaxlaws. %% _ L/,'  21.0  GoverningLaw;Venue;ConsenttoJurisdiction. Thiscontractshallbegovernedbyandconstruedin ` accordancewiththelawsoftheStateofOregonwithoutregardtoprinciplesofconflictsoflaw.Anyclaim,action,suitorproceeding(collectively,"Claim")between_DHS_Ԁ(and/oranyotheragencyordepartmentoftheStateofOregon)andContractorthatarisesfromorrelatestothiscontractshallbebroughtandconductedsolelyandexclusivelywithintheCircuitCourtofMarionCountyfortheStateofOregon;provided,however,iftheclaimmustbebroughtinafederalforum,thenitshallbebroughtandconductedsolelyandexclusivelywithintheUnitedStatesDistrictCourtfortheDistrictofOregon.CONTRACTOR,BYTHEEXECUTIONOFTHISCONTRACT,HEREBYCONSENTSTOTHEINPERSONAMJURISDICTIONOFSAIDCOURTS. %%  p   22.0  Amendment. Thetermsofthiscontractmaynotbewaived,altered,modified,supplementedoramended,in  X  anymannerwhatsoever,exceptbywrittenagreementsignedbytheparties.Thiscontractwillnotbeamendedaftertheexpirationdate. %%   t  23.0  ConfidentialityofClientInformation   %%  L ](X u}L"XX ' }L"X]0  a. 0%%AllinformationastopersonalfactsandcircumstancesobtainedbytheContractorontheclientshallbetreated 4 asprivilegedcommunications,shallbeheldconfidential,andshallnotbedivulgedwithoutthewrittenconsentoftheclient,hisorherattorney,theresponsibleparentofaminorchild,orhisorherguardianexceptasrequiredbyothertermsofthiscontract.Nothingprohibitsthedisclosureofinformationinsummaries,statistical,orotherformwhichdoesnotidentifyparticularindividuals. %%  ( 0  b. 0%%Theuseordisclosureofinformationconcerningclientsshallbelimitedtopersonsdirectlyconnectedwiththe h administrationofthiscontract.Confidentialitypoliciesshallbeappliedtoallrequestsfromoutsidesources.     %% 0  c. 0%%_DHS_,Contractorandanysubcontractorwillshareinformationasnecessarytoeffectivelyserve_DHS_Ԁclients.%%     24.0  CompliancewithApplicableFederalLaw. Contractoragreestocomplywithallfederallawsandregulations ` applicabletoworkperformedunderthiscontractinclusiveofbutnotlimitedto: %%   8 0  a.0%% Totheextentitisrequiredtodosobylaw,Contractorshallabidebyallmandatorystandardsandpolicies !x whichrelatetoenergyefficiencyandwhicharecontainedinthestateofOregonenergyconservationplanwhichwasissuedincompliancewiththeEnergyPolicyandConservationAct(PL94-163).Allsubcontractsshallalsobeincompliancewiththeforegoing. %% 0   %%  0  b. 0%%Bysignatureonthiscontract,theundersignedcertifies,tothebestofhisorherknowledgeandbelief,that:'$"%%  \(&# Z(X wu}L"XX u}L"XZ0  0%% (1)0'%% Nofederallyappropriatedfundshavebeenpaidorwillbepaid,byoronbehalfofContractor,toany )D'$ personforinfluencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththeawardingofanyfederalcontract,themakingofanyfederalgrant,themakingofanyfederalloan,theenteringintoofanycooperativeagreement,andtheextension,continuation,renewal,amendment,ormodificationofanyfederalcontract,grant,loan,orcooperativeagreement. '%'%  |/$-* Z(X '}L"XX wu}L"XZ0  0%% (2)0%% Ifanyfundsotherthanfederallyappropriatedfundshavebeenpaidorwillbepaidtoanypersonfor ` influencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththisfederalcontract,grant,loan,orcooperativeagreement,ContractoragreestocompleteandsubmitStandardForm_LLL_Ԁ"DisclosureFormtoReportLobbying,"inaccordancewithitsinstructions. %%  T 0  0%% (3) 0%%Theundersignedshallrequirethatthelanguageofthiscertificationbeincludedintheawarddocuments  forall_subawards_Ԁatalltiers(includingsubcontracts,_subgrants_,andcontractsundergrants,loans,andcooperativeagreements)andthatall_subrecipients_Ԁshallcertifyanddiscloseaccordingly. %%    0  0%%Thiscertificationisamaterialrepresentationoffactuponwhichreliancewasplacedwhenthistransactionwasmadeorenteredinto.Submissionofthiscertificationisaprerequisiteformakingorenteringintothistransactionimposedbysection1352,title31,U.S.Code.Anypersonwhofailstofiletherequiredcertificationshallbesubjecttoacivilpenaltyofnotlessthan$10,000andnotmorethan$100,000foreachsuchfailure. %%  L 0  c. 0%%ContractoragreestocomplywithExecutiveOrder11246entitledEqualEmploymentOpportunityasamended 4 byExecutiveOrders11375and12086andassupplementedinDepartmentofLaborRegulation41_CFR_Ԁpart60.Allsubcontractsshallalsocomplywiththeseprovisions. %%   P   d. 0  Ifthesumpayableunderthiscontractexceedsormayexceed$100,000,Contractorshallprovide_DHS_Ԁawritten  assurancethatContractorwillcomplywithallapplicablestandards,orders,orrequirementsissuedunderSection306oftheCleanAirAct(42_USC_Ԁ7401_et.seq_.),theFederalWaterPollutionControlAct,asamended(33_USC_Ԁ1251_et.seq_.),Section508oftheCleanWaterAct(33_USC_Ԁ1368),ExecutiveOrder11738andEnvironmentalProtectionAgencyregulations(40_CFR_ԀPart15).ContractorfurtheragreestopromptlyreportallinfractionstotheStateofOregon,andtotheDepartmentofHealthandHumanServices,andtotheU.S.RegionalOfficeoftheEnvironmentalProtectionAgency.Allsubcontractsshallalsobeincompliancewiththeseprovisions. %%  H  25.0  Year2000. IntheeventContractorlearnsorhasreasontobelievethat_DHS_scomputerhardwareorsoftware  environmentfailstouseadateformatthatexplicitlyspecifiescenturyinanydatedata,Contractorshallpromptlyadvise_DHS_Ԁofsuchfailure. %%  "   26.0  DepartmentofJusticeApproval. Whenthecontractoramendmentstheretocausethecontractpaymentto <$!  beinexcessof$75,000,theDepartmentofJusticemustapprovethecontractandanyamendmentsastoLegalSufficiency.Suchapprovalisrequiredbeforeanyworkmaybeginunderthiscontractoramendmentsthereto,orthecontractisnotbindingontheStateofOregonor_DHS_. %%  D(%$  27.0  KeyPerson. Contractoracknowledgesandagreesthat_DHS_ԀselectedContractor,andisenteringintothis ),'% Contract,becauseofthespecialqualificationsofContractors KeyPerson(s).Inparticular,_DHS_ԀthroughthisContract,isengagingtheexpertise,experience,judgmentandpersonalattentionofTracie_Bjugan_( KeyPerson).ContractorsKeyPersonshallnotdelegateperformanceoftheresponsibilitieshe/sheisrequiredtoprovideunderthisContracttoanother(other)ofContractorsemployee(s)withoutfirstobtainingthewrittenconsentof_DHS_.Further,Contractorshallnotre-assignortransferanyKeyPersontootherdutiesorpositionssuchthatanyKeyPersonisnolongeravailabletoprovide_DHS_Ԁwithhis/herexpertise,experience,judgment, /,+ andpersonalattention,withoutfirstobtaining_DHS_spriorwrittenconsenttosuchre-assignmentortransfer.IntheeventContractorrequeststhat_DHS_Ԁapproveare-assignmentortransferofanyKeyPerson,_DHS_Ԁshallhavetherighttointerview,reviewthequalificationsof,andapproveordisapprovetheproposedreplacementfortheKeyPerson.AnyapprovedsubstituteorreplacementforaKeyPersonshallbedeemedaKeyPersonunderthisContract. %%   0  Inaddition, X[XXVX3theContractormustprovideareplacementforanyConsultantwhoceasesaffiliationwiththeContractor,  whom_DHS_Ԁdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredby_DHS_.Transitionschedulemustbeapprovedby_DHS_.Intheeventthat_DHS_Ԁrequiressuchreplacement,theContractorshallpromptlysubstituteorengageotherqualifiedindividuals.Allsuchreplacementsaresubjectto_DHS_spriorreviewandacceptance.IntheeventthatContractorisunabletomeetitsobligationtofurnishareplacementConsultant,_DHS_Ԁmay,atitsoption,terminatethatportionoftheContractwithoutliability,ortocontinuetheContractwithoutreplacement.#VX3XX X[*># p %% _X3XXVX3&%+%XX3   ExhibitC ` #X3X+%&%B#B#VX3XXX3hB#  IndependentContractorCertification      $ V&%+%XVX3V9'XVX3 ThisformistobecompletedbyContractor;Corporationsarenotrequiredtocompletethisform. d   ORS670.600IndependentContractor;standards.AsusedinvariousprovisionsofORSchapters316,656,657and701,anindividualor V businessentitythatperformslabororservicesforrenumeration'sshallbeconsideredtoperformthelabororservicesasanIndependentContractorifthestandardsofthissectionaremet:XX Contractorunderstandsthat:  ,  P BXX '}L"XB1.0  Theindividualorbusinessentityprovidingthelabororservicesisfreefromdirectionandcontroloverthemeansandmannerofproviding v  thelabororservices,subjectonlytotherightoftheAgencyforwhomthelabororservicesareprovidedtospecifythedesiredresults; %% 2.0  Theindividualorbusinessentityprovidinglabororservicesisresponsibleforobtainingallassumedbusinessregistrationsorprofessional   occupationlicensesrequiredbystatelaworlocalgovernmentordinancesfortheindividualorbusinessentitytoconductthebusiness; %% 3.0  Theindividualorbusinessentityprovidinglabororservicesfurnishesthetoolsorequipmentnecessaryforperformanceofthecontracted  >  labororservices; %% 4.0  Theindividualorbusinessentityprovidinglabororserviceshastheauthoritytohireandfireemployeestoperformthelabororservices;& %% 5.0  Paymentforthelabororservicesismadeuponcompletionoftheperformanceofspecificportionsoftheprojectorismadeonthebasis   ofanannualperiodicretainer. %% *XX*6.0  TheindividualorbusinessentityprovidinglabororserviceisregisteredunderORSchapter701,iftheindividualorbusinessentity P provideslabororservicesforwhichsuchregistrationisrequired; %% 7.0  FederalandstateincometaxreturnsinthenameofthebusinessorabusinessScheduleCorfarmScheduleFaspartofthepersonal 8 incometaxreturnwerefiledforthepreviousyeariftheindividualorbusinessentityperformedlabororservicesasanindependentcontractorinthepreviousyear;and %% 8.0  Theindividualorbusinessentityrepresentstothepublicthatthelabororservicesaretobeprovidedbyanindependentlyestablished f business.ExceptwhenanindividualorbusinessentityfilesaScheduleFaspartofthepersonalincometaxreturnsandtheindividualorbusinessentityperformsfarmlabororservicesthatarereportableonScheduleC,anindividualorbusinessentityisconsideredtobeengagedinanindependentlyestablishedbusinesswhenfourormoreofthefollowingcircumstancesexist.Contractormustmeetfour(4)ormoreofthefollowing: %% *X*  A.0  Thelabororservicesareprimarilycarriedoutatalocationthatisseparatefromtheresidenceofanindividualwhoperformsthelabor x orservices,orareprimarilycarriedoutinaspecificportionoftheresidence,whichportionissetasideasthelocationofthebusiness; %%   B.0  Commercialadvertisingorbusinesscardsasiscustomaryinoperationofsimilarbusinessesarepurchasedforthebusiness,orthe ` individualorbusinessentityhasatradeassociationmembership; %%   C.0  Telephonelistingandserviceareusedforthebusinessthatisseparatefromthepersonalresidencelistingandserviceusedbyan  individualwhoperformsthelabororservices; %%   D.0  Labororservicesareperformedonlypursuanttowrittencontracts;(!%%   E.0  Labororservicesareperformedfortwoormoredifferentpersonswithinaperiodofoneyear;orr"%%   F.0  Theindividualorbusinessentityassumesfinancialresponsibilityfordefectiveworkmanshiporforservicenotprovidedasevidenced d # bytheownershipofperformancebonds,warranties,errorsandomissioninsuranceorliabilityinsurancerelatingtothelabororservicestobeperformed. %% 9.0  PursuanttoOAR1250200410(4),thecontractshallprovidethattheContractorisresponsibleforfederalSocialSecurity,exceptthose !:& categoriesexcludedbylaw,andforanyfederalorstatetaxesapplicabletothecontractpayment.0"'%%  IndependentContractorcertifieshe/shemeetstheabovestandardsandagreestoperformthelabororservicesrequiredbythiscontractasanIndependentContractor. P-  -ContractorSignature ________________________________________________Date_________________ &>$, '   'XEHXXEHXEntityName(printedortyped): _____________________________________________________________________ z("&. XHsYXHY#V&%+%'V9C#C  l)'/  VX3XXVX3  ExhibitD ` ConfidentialityAgreement#V&%+%XVX3Z#V9'XVX3   #V&%+%'V9"[#ZV9'XVX3ToallcontractorsworkingonOregonDepartmentofHumanServices(DHS)projects: 8 Forthepurposesofthiscertificatetheterm contractorwillmeanallConsultantsassignedtotheprojectbythecontractor.Oregonslawscontainprovisionsrelationtoconfidentialityofrecords,listsandinformationaboutclientapplicants/clients/recipientsandaboutStateemployees.Theselaws,andthepenaltiesforviolationofthem,pertaintoeverycontractorworkingonDHSprojects,atalllevelsandinanycapacity.AsaconditionofyourcontinuedworkforDHS,youarerequiredtocompletetheconfidentialitytrainingexerciseandsignthiscertificateverifyingthatyouunderstandthelawsandareawareofthepenaltiesforviolation.Ifatsomefuturedate,youhavedoubtsaboutthelegalityofanactionyoumaybeabouttotake,asktherespectiveprojectmanagerforaninterpretation.Youpersonallyarelegallyresponsibleforanyviolationoftheselaws. ConfidentialityofPersonnelInformation :ORS192.500 ThePublicRecords Actcontainsanumberofexemptionsforinformation   maintainedonStateemployeesincludinga personalprivacyexemptionwhichstates: Thefollowingpublicrecordsareexemptfromdisclosure...Informationofapersonalnaturesuchasthatkeptinapersonal,medicalorsimilarfile,ifthepublicdisclosurethereofwouldconstituteanunreasonableinvasionofprivacy,unlessthepublicinterestbyclearandconvincingevidencerequiresdisclosureintheparticularinstance.Thepartyseekingdisclosureshallhavetheburdenofshowingthatpublicdisclosurewouldnotconstituteanunreasonableinvasionofprivacy.(ORS196.500(2)(b))    ConfidentialityofWelfareApplicants/RecipientsInformation :ORS411.300 Regulationsconcerninguseandcustodyofrecords.   (1)DHSshallmakeandenforcereasonablerulesandregulationsgoverningthecustody,useandpreservationoftherecords,tapes,filesandcommunicationsofDHS.Theuseofsuchrecords,papers,filesandcommunicationsbyanyotheragencyordepartmentofgovernmentorpersontowhichtheymaybefurnishedshallbelimitedtothepurposesforwhichtheyarefurnishedandbytheprovisionsofthelawunderwhichtheymaybefurnished.ORS411.320 Disclosureanduseofrecordslimited;contentsasaprivilegedcommunication. Fortheprotectionofclients,DHS ^ contractors...shallnotdiscloseorusethecontentsofanyrecords,files,papersorcommunicationsforpurposesotherthanthosedirectlyconnectedwiththeadministrationofthepublicassistancelawsofOregon,andtheserecords,filespapersandcommunicationareconsideredconfidentialsubjecttotherulesandregulationsofDHSanditsDivisions,exceptasotherwiseprovidedinORS411.325to411.335.Inanyjudicialproceedings,exceptproceedingsdirectlyconnectedwiththeadministrationofpublicassistancelaws,theircontentsareconsideredprivilegedcommunications.(Note:ORS421.325and411.330havebeenvoidedbycourtaction.)ORS411.335 Prohibiteduseoflistsornames. Nopersonoragencyshallsolicit,disclose,receive,makeuseof,orauthorize, X  knowinglypermit,participateinaoracquiesceintheuseof,anylistsofnamesforcommercialorpoliticalpurposesofanynature,foranypurposenotdirectlyconnectedwiththeadministrationofpublicassistancelaws.(Note:ORS411.325and41.330havebeenvoidedbycourtaction.)ORS411.990 Penalties (1)ViolationofORS411.320to411.335ispunishable,uponconviction,byafineofnotmorethan$1,000or % byimprisonmentinthecountyjailfornotmorethan60days,orbyboth.ViolationofORS192.500iscausefordisciplinaryactionunderORS240.555. R '  Instructions: Contractorandsupervisorwillsignpriortostartofwork.ReturnoriginaltotheDHSProjectManagerordesignee. 6") IcertifythatIhavereadtheforegoing.MysignaturebelowmeansthatIunderstandtheprovisionsoflawpertainingtotheconfidentialityofDHSrecordsandinformation.IalsounderstandthattheselawsmaychangefromtimetotimeandthatitismyresponsibilitytoreadandunderstandthesechangesasIamnotifiedofthem.9%X ,X9er4 hX 79  Name(pleaseprint): ` ___________________________________________________________________________ ,(%0 Signature:_______________________________________________ D Date_____________________ +(3 SupervisorsSignature:________________________________________________Date_____________________m#V&%+%'V9[#  .r,7 geX eg    @F  @r  @  @  @A  @  @  @u VX3XXVX30 @ #V&%+%XVX3o# VX3XXVX30@%(#(# ExhibitE `  7 INFORMATIONFORCRIMINALHISTORYCHECK#V&%+%XVX38p#VI1XVX3  R *8F9Xddd Xdd Xdd X%%,m dd ,dd , dd +  % B %@* * *** 5V31VIHIRINGSUPERVISORTOCOMPLETETHISSECTION #VI135VAr#*** * ^ *PNameofDHSSupervisor=P $B  $PAgency/Address=P  B  PPhoneNumber/Extension=P(B     (*:F;dXdm dd m dd  dd 8F9%%,s#dd +  !  x  !@ ***5V31VI TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #VI135Vt#***( <   (KX X (#X ,X9er4 hXK  Name(PleasePrint) Last    h First     p Middle    DateofBirth  -  AF<) xdE!A i  OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.) [ #V&%+%1VIp#VX3XXVX3AF<)V' s#dEV' s#A#V&%+%XVX3w#VI1XVX3##V&%+%1VI;x#V6XVX333#V&%+%6Vx#33xVI1XVX3Sex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/IssuingState Y K#V&%+%1VIx#VI1XVX3Male#V&%+%1VIz#VI1XVX3  Female#V&%+%1VIdz#VI1XVX3 #V&%+%1VIz#VI1XVX3 v AF<)Vs#dEVs#A %ZWARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.   EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate?q % % x|2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe H crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  % % IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?B"$ % % @  %P$!+$! 5V31VIAUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#VI135Vd#  P$!' %g%#B%"OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date S+(0 %j,*E,)@II 5V31VIAFFIRMATIONOFACCURATEINFORMATION#VI135V#  j,*1 %-)+\-+Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.   .e,4  /W-5    @  @  @ ***5V31VI CONSULTANTSSIGNATUREMUSTBEWITNESSED#VI135VU# 󀀀*** `   _________________________________________________0  0%%______________________________________________________D%% ConsultantsSignature    Date h   0  SignatureofWitness     Date6%%            h      p   0  0 %%0 % %0 % % h     0p%% p%p%   0  0 %%0 % %0 % %0h%%0h%h%0%%0p%%_______________________________________________________ p%p% h         h     0 p  p%p%   0  0 %%0 % %0 % %0h%%0h%h%0%%0p%%TitleofWitness  p%p% h*e=F>dds#dd s#:F;%%e,dd ,Wdd +  % h  %@ ***5V31VI DHSPERSONNELSERVICESUSEONLY #VI135V#Ԁ*** ',  'DateofLEDSCCH/WARRANTS/DMVCheck:______/______/_____  m DHSPERSSVCSRECORDSSPEC:    ]4X^ ; N <u|,,Xh4!XX  X X]Conviction :  Yes - No g  z Warrant:  h Yes  No    ValidODL :YesQ?No F  ContinuedEmployment : - Approved z Denied#V&%+%1VI{# *    2    -  g  z  h   VI1XVX3Թ*xFdddd Wdd W=F>%%x, $dd +   , #V&%+%1VIy#VX3XXVX3@  IMPORTANTNOTICETOCONSULTANT    #V&%+%XVX3o#V?XVX3YOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSE  CRIMESFORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#V&%+%?V#VI1XVX3 "#  #V&%+%1VI#V6XVX3ffӀ#V&%+%6V#VI1XVX3 #8!# ff#V&%+%1VI:#V?XVX3SpecificCrimes:(ORS):#V&%+%?V觖#V?XVX3 #$!$ #V&%+%?V#VX3XXVX3ffffv`" F X XX^ ; N <u|,,Xh4!X`#V&%+%XVX3W#VI1XVX3( %%(o0  162.0250uuBribeReceiving&#&uu o0  162.0650uuPerjury&$'uu o0  162.1550uuEscapeII'`%(uu o0  162.165  EscapeI(2&)uu o  162.185  SupplyingContraband \)'* o0  162.2050uuFailuretoAppearI.*'+uu o0  162.2350uuObstructingGovernmentalorJudicial +(, Administration uu o0  162.2650uuBribingaWitnessP,).uu o0  162.2750uuBribeReceivingByaWitness"-*/uu o0  162.2850uuTamperingWithaWitness-+0uu o0  162.3050uuTamperingWithPublicRecords.n,1uu o0  162.3250uuHinderingProsecution/@-2uu o 6 163.095 a AggravatedMurder  o 6 163.115 a Murder &$3 o 6 163.118 a ManslaughterI '`%4 o 6 163.125 a ManslaughterII (2&5 o 6 163.145 a CriminallyNegligentHomicide \)'6 o0 6 163.1600a6&6&AssaultIV.*'7a&a& o 6 163.165 a AssaultIII +(8 o 6 163.175 a AssaultII +z)9 o 6 163.185 a AssaultI ,L*: o0 6 163.1900a6&6&Menacingv-+;a&a& o0 6 163.1950a6&6&RecklesslyEndangeringAnotherH.+<a&a& o 6 163.200 a CriminalMistreatmentII /,= o 6 163.205 a CriminalMistreatmentI /-> o  163.225  KidnapingII ` o  163.235  KidnapingI 2 o  163.275  Coercion \ o  163.355  RapeIII . o  163.365  RapeII  o  163.375  RapeI z o  163.385  SodomyIII L o  163.395  SodomyII v o  163.405  SodomyI H  o  163.408  UnlawfulSexualPenetrationII    o  163.411  UnlawfulSexualPenetrationI    o  163.415  SexualAbuseIII  f  o  163.425  SexualAbuseII  8  o  163.427  SexualAbuseI b  o  163.435  ContributingtotheSexualDelinquencyofaMinor 4  o  163.445  SexualMisconduct   o0  163.4550uuAccostingforDeviatePurposes uu o  163.465  PublicIndecency R o  163.515  Bigamy |$ o  163.525  Incest N o  163.535  AbandonmentofaChild   o  163.545  ChildNeglectII  o  163.547  ChildNeglectI l o  163.555  CriminalNonsupport > o  163.575  EndangeringtheWelfareofaMinor h o  163.670  UsingChildinDisplayofSexuallyExplicit : Conducto  163.6730  DealinginDepictionsofSexualConductInvolving 2 aChild uu o0  163.6750uuSaleofExhibitionofVisualReproductionof  SexualConductbyChild uu o  163.680  PayingforViewingSexualConduct * o  163.732  Stalking   o0  164.0430uuTheftIIIv!uu o0  164.0450uuTheftIIH"uu o0  164.0550uuTheftIr#uu o0  164.0570uuAggravatedTheftID$uu o  164.075  TheftbyExtortion  % o  164.225  BurglaryI  & o  164.325  ArsonI !b' H,F$ 4 X F X XHo e 164.395  RobberyIII "4 ( o e 164.405  RobberyII ^#!) o e 164.415  RobberyI 0$!* o0 e 165.0130eueuForgeryintheFirstDegree%"+uu o0 e 165.0220eueuCriminalPossessionofaForgedInstrumentinthe %|#, FirstDegree uu BX,F$ 4 XBo0 e 165.0320eueuCriminalPossessionofaForgeryDevice$'$.uu o0 e 165.0550eueuFraudulentUseofCreditCard(Over$750)'%/uu o0 e 165.0650eueuNegotiatingaBadCheck(ClassFelonyClause)(p&0uu o0 e 165.0700eueuPossessionaFraudulentCommunicationDevice)B'1uu o0 e 165.0740eueuUnlawfulFactoringofaCreditCardTransactionl*(2uu o0 e 165.0850eueuSportsBribery>+(3uu o0 e 165.0900eueuSportsBribeReceiving,)4uu o0 e 166.0150eueuRiot,*5uu o e 166.085  AbuseofCorpseII -\+6 o e 166.087  AbuseofCorpseI ..,7 o e 166.155  IntimidationII X/-8 o e 166.165  IntimidationI *0-9 o  166.220 a UnlawfulUseofWeapon `9 o  166.270 a FeloninPossessionofFirearm 2: o0  166.2720a&&UnlawfulPossessionofMachineGuns,CertainShortbarreled \; Firearms&FirearmsSilencers a&a& o  166.275 a PossessionofWeaponsbyInmatesofInstitutions T= o  166.3700 a DischargingFirearmatSchool/PossessionofFirearmor ~&> DangerousWeaponinPublicBuilding a&a& o  166.382 a PossessionofDestructiveDevice v@ o  166.384 a UnlawfulManufactureofDestructiveDevice HA o  166.429 a UseofFirearmsinFelony r B o  166.480 a SaleorGiftofExplosivestoChildren D C o  166.660 a UnlawfulParamilitaryActivity  D o  166.720 a Racketeering  E o0  167.0070a&&Prostitution b Fa&a& o  167.012 a PromotingProstitution  4 G o  167.017 a CompellingProstitution ^ H o  167.0620 a SadomasochisticAbuseorSexualConductinLiveShow 0 I #V&%+%1VI4#V?XVX3(engagingin)#V&%+%?V߸#VI1XVX3V Ja&a& o  167.0620 a SadomasochisticAbuseorSexualConductinLiveShow (K (directing,managing,financing,orpresenting) a&a& o  167.065 a FurnishingObsceneMaterialstoMinors xM o  167.070 a SendingObsceneMaterialstoMinors JN o  167.075 a ExhibitinganObscenePerformancetoaMinor tO o  167.080 a DisplayingObsceneMaterialstoMinors FP o  167.087 a DisseminatingObsceneMaterial Q o  167.090 a PubliclyDisplayingNudityorSexforAdvertisingPurposes R o  167.212 a TamperingwithDrugRecords dS o  167.2620 a AdultUsingMinorinCommissionofControlledSubstance 6T Offense(LessThanFiveGramsMarijuana) a&a& o  411.630 a UnlawfullyObtainingofPublicAssistance V o  411.840 a UnlawfullyUsingStampsorCommodities XW o0  471.4100a&&ProvidingLiquortoaPersonUnder21ortoIntoxicated *X Person;MandatoryMinimumPenalties a&a& o0  475.9920a&&ProhibitedActsGenerally;Penalties;AffirmativeDefensefor zZ CertainPeyoteUses a&a& o0  475.9930a&&ProhibitedActsforRegistrants;Penalties"\a&a& o0  475.9940a&&ProhibitedActsInvolvingRecordsandFraud;Penalties]a&a& o0  475.9950a&&DistributionofControlledSubstancetoMinorsn^a&a& o0  475.9960a&&CrimeCategoryClassificationforViolationof475.992;Proof @_ ofCommercialDrugOffense a&a& o0  475.9990a&&ManufactureorDeliveryofControlledsubstancetoMinoror  a StudentWithin1,000FeetofSchool a&a& o0  811.1400a&&RecklessDriving8"ca&a& o0  811.1820a&&CriminalDrivingWhileSuspendedorRevokedorinViolation  # d ofaPermit a&a& o0  811.5400a&&FleeingorAttemptingtoEludePoliceZ$"fa&a& o0  811.7000a&&FailuretoPerformdutiesofDriverWhenPropertyisDamaged,%"ga&a& o0  811.7050a&&HitandRunVehicle(Injury)%#ha&a& o0  813.0100a&&DrivingUndertheInfluenceofIntoxicant#V&%+%1VI.#&x$ia&a&    a    ? QOO>O !  s#  %    a  /-s Ї e  H   ` ( uu(DVX3XXVX3%X[XXVX3H8dXXd8   @9  @  @4  @` Q@p p p  @<  @ #VX3XX%X[#ExhibitF D  #V&%+%XVX3f#VX3XXVX3%X[XXVX3Solicitation1168 #VX3XX%X[#%X[XXVX3#%&I.%X%X[#%X[XX%X[ 6  #%&I.%X%X[w##V&%+%%%&I.5#VX3X+%V&%-0Xw$  %X[XXVX3i e    `  Q   h    e    `  Q   #VX3XX%X[b#k%X[XXVX3mш h      p      x  e    e    `  Q   h      p   TheStateofOregon | DepartmentofHumanServices ` IssuestheFollowing D InformalSolicitation r for V @@=#VX3XX%X[j#%X[XXVX3  ConsultingBusinessProcessEngineeringAnalystServicesforDHSReorganization , SolicitationRFP1168  ! #VX3XX%X[#X[XXVX3X<XX z XX<DateofIssuance: @ @  @  @z April10,2002ProposalsDue:0 @ 0@z % %3:00P.M.,Tuesday,April23,2002#VX3XXX[#X[XXVX3Ԁattheissuingoffice 'V%%  @`  @  @  @z Note:PostmarkswillnotbeconsideredIssuingOffice: @ 0 @ 0@z % %StateofOregon,DepartmentofHumanServices @`  @ 0 @  @z RayLLong,DHSContractsConsultant0 @` 0@ ` %` %0@ % % @z 500SummerStreetNE/MailingCodeE030 @` 0@ ` %` %0@ % % @z SalemOregon9731010809XX z pXXX z X9 @`  @  @  @z Voice:0 @ 5039475406 @`  @  @  @z Fax: @ 5033737889 >/,- ;1DH-0$ikm; DE HDIE` -H.I 0-J.` $0hJ i$jh` kilj mknl`  m  Xon 9X,Xr` XXX z pX9#VX3XXX[# X[XXVX3 &I.%XX[ @  @r  @`  @  @  @h  @ #X[X%&I.#Attachments &I.%XX[ R   6X,X'` XX,Xr` X6#X[X%&I.#ExhibitA#VX3XXX[#X[XXVX3:0 S #VX3XXX[#X[XXVX3StatementofWorkDS%S% ExhibitB#VX3XXX[#X[XXVX3:0 S #VX3XXX[R#X[XXVX3ContractualTermsandConditions6S%S% ExhibitC#VX3XXX[#X[XXVX3:0 S #VX3XXX[+#X[XXVX3IndependentContractorCertification(S%S% ExhibitD:0 S CriminalHistoryAgreementrS%S% ExhibitE:0 S ConfidentialityAgreementd S%S% &I.%XX[  #X[X%&I.y##VX3XXX[z#X3XXVX3 #VX3XXX3#X[XXVX3V&%+%XVX3  :   6X,XF'` XX,X'` X6#V&%+%%&I.4#X[XXVX3 #X[X%&I.S#p]rpSection1:0 S Purpose`S%S% #VX3XXX[#wX3XXVX3  w,]=SS <DL!!&)\+-X,XF'` X] 1.1  PurposeofthisSolicitation  R   w  ESDL!S S X!&XETheStateofOregon,DepartmentofHumanServices(DHS),OfficeofInformationServices(OIS),seeksahighlyskilledBusinessProcessEngineeringAnalysttoperformakeyroleintheidentificationofbusinessprocessesandthegatheringanddocumentationofbusinessrequirementsforaScreening,Assessment,andReferralSystem.eGPUUUU:*******d ddp66``Te  O[GP8(Z******d ddm`66``T[  XvsXXwX3VX3XXXvs  O  #VX3XXVX3#wX3XXVX3MQP*  dd,::ddTM    ]=S <DL!!&)\+-SDX]TheservicesaretobeprovidedattheDHSofficeslocatedattheParkwayBuilding(2850BroadwaySt.NE,Salem,OR.Officespace,equipment,andtherequiredsoftwaretoolswillbeprovidedasdetailedinStatementofWork,ExhibitA,Attachment1.Oy݌̌lGPUUUUA*******d dd@ JlwX3XXwX3wX3XXwX3   wf=SS <DL!!&)\+- S X!&Xf  1.2  Approach       wf=S <DL!!&)\+-S S X!&XfTheprojectconsistsofthetasksdefinedinExhibitA,StatementofWork.ThetasksshallbeperformedusingestablishedDHS/OISProjectManagement,development,maintenanceandacceptancecriteriamethodologiessetforthinDHSsInformationSystemsStandardsandProceduresManual.DocumentationshallbeupdatedandstoredinestablishedDHS/OISlibrariesusingexistingDHS/OISdocumentationstandardssetforthinDHSsInformationSystemsStandardsandProceduresManualandtheProjectManagementGuide.ThecontractresultantofthisSolicitationisanticipatedtoextendthroughOctober31,2002.DHSsProjectManagerand/orTechnicalLeadwillassignallWorkTasks.However,thereisnoguaranteeofanyminimumnumberofhoursavailabletoanyProposer.V&%+%XVX3#V&%+%+%w&%# &I.%+%V&%#V&%+%%&I.#?X,Xw'` X S X!&X?1  X[XXVX3 #X[X%&I.#1.3  UseofSubcontractors  b  IntheeventofaProposalsubmittedjointlybymorethanoneorganization,oneorganizationmustbedesignatedastheprimeContractor,andtheprimeContractorwillbesolelyresponsibleforassuringtheperformanceofallaspectsofresultantContracts.AllotherparticipantsshallbedesignatedasSubcontractors.&I.%XX[ 8 #X[X%&I.Y#VI1XVX3#VI1##VX3X1VI#X[XXVX3TheselectedProposer,asPrimeContractor,shallberequiredtoassumeresponsibilityforallservicesoutlinedinthis t SolicitationandanyresultingContracts,whethertheProposer,representative,subsidiaryorSubcontractorprovidesthem.V&%+%XVX3 X 1,he  #V&%+%%&I.#X[XXVX3Q1XXF4` hp x X,Xw'` XQ1  1&,he  #X[X%&I.<#6XX, XXXF, X6 , @,  X 2.0  ProcurementSchedule&I.%XX[  < #X[X%&I.#Thefollowingrepresentstheproposedtimelineforthisproject.Pleasenote:Thesedatesrepresentatentativeschedule . ofevents.DHSreservestherighttomodifythesedatesatanytime,withappropriatenoticetoprospectiveproposers.AlltimesarePacificTime.V&%+%XVX3 j! #V&%+%%&I.#X[XXVX3#X[X%&I.#XX[#X[X##VX3XXX[#X[XXVX3 Activity    4  `     h Date/Time &I.%XX[ N# #X[X%&I.#SolicitationRelease `     h April10,2002 @$ #VX3XXX[#X[XXVX3Preproposalquestionsdue    h April15,2002(3:00PM)#VX3XXX[#X[XXVX3  2% Preproposalquestions&answersissued#VX3XXX[#X[XXVX30 h April17,2002(3:00PM)#VX3XXX[#X[XXVX3|!$&h%h% ProposalsDue#VX3XXX[g#X[XXVX3   4  `  `    0 h April23,2002(3:00PM)n" 'h%h% AwardAnnouncement ` 4  `  `    `    May1,2002(approximately)V&%+%XVX3 `#!( #V&%+%%&I.#X[XXVX3#X[X%&I.=#XX[#X[X##VX3XXX[#3X,X` XXX, X3 X[XXVX33.0   StatementofWork D%"*  #VX3XXX[r#X[XXVX3SeeExhibitA,Statementofwork. 6&#+ #VX3XXX[#X[XXVX3 4.00  ProposalRequirements (%-%% #VX3XXX[q#X[XXVX3ProposersmayrespondtothisSolicitationwithaproposalthatincludes:  )&. 1)0  aQualificationsandTechnicalProposal,whichincludestheresumesandqualificationsofproposedConsultants#VX3XXX[#X[XXVX3; )'/ and %% 2)0  aCostProposal,whichidentifiesthehourlybillingratesforeachConsultant#VX3XXX[#X[XXVX3,andthebillingratetimesthe +6)1 Projectednottoexceedhoursforthestatedtasktoarriveattheoverallnottoexceedcostfortheproject#VX3XXX[#X[XXVX3.,,)2%% #VX3XXX[#%X[XXVX30X,X XX,X` X0Ataminimum,QualificationsandTechnicalProposalstothisSolicitationshallinclude:V&%+%XVX3#V&%+%%%&I..#%&I.%+%V&% -*3 6X,X9 XX,X X6#V&%+%%%&I.#X[XXVX3#X[X%&I.#Ԁ#VX3XXX[#X[XXVX3  .+4 #VX3XXX[ #X[XXVX34.10  QualificationsProposal#VX3XXX[d#X[XXVX3/,5%%  QualificationsProposalsshallinclude: ` 4.1.10  E"X X'` X"X,X9 XEThefirmname,addressandtelephonenumber,andthename,address,telephonenumber,EMailandfax R numberofthepersonauthorizedtoreceiveandrespondtoinquiriesandnoticesregardingthisSolicitationandpersonauthorizedtoexecuteanyresultantcontracts; %% KX X,'` X"X X'` X"K4.1.20  AstatementindicatingthattheProposerisalegalentity,authorizedtoenterintoaContractandtheProposers  registeredbusinessname; %% 4.1.30  AstatementidentifyingtheindividualswhopreparedtheproposaltoSolicitation1168;h%% 4.1.40  AcoverlettersummarizingthefirmsinterestinSolicitation1168;Z%% 4.1.5#VX3XXX[#X[XXVX3  AstatementofthefirmsgeneralapproachanddetailplanstomeettherequirementsoftheSolicitation; L  4.1.#VX3XXX[#X[XXVX36#VX3XXX[#X[XXVX3  Astatementofcommitmenttoresponsetimesandcontracthours;#VX3XXX[&#X[XXVX3 >   4.1.70  AstatementthatnoattempthasbeenmadeorwillbemadebytheProposertoinduceanyotherpersonorfirm 0   tosubmitornotsubmitaproposal; %% 4.1.8#VX3XXX[#X[XXVX30  AstatementofAffirmativeActionthatProposerdoesnotdiscriminateinitsemploymentpracticeswithregard  h  torace,creed,age,sex,disabilityornationalorigin; %% 4.1.9#VX3XXX[#X[XXVX30  Astatementthatanyresponsesubmitted,includingcostsandstaffingshallremainvalidforsixty(60)calendar P  daysafterduedateoruntilContractsareapprovedandexecuted,whichevercomesfirst; %% 4.1.10#VX3XXX[#X[XXVX30  StatementsorspecificstipulationofacceptanceofALLtermsandconditionscontainedandthatProposerwill   performpursuanttoandagreestothetermsandconditionstherein; %% 4.1.11#VX3XXX[G#X[XXVX30  AstatementindicatingacceptanceofStateofOregonbillingterms;p%% 4.1.#VX3XXX[w#X[XXVX3120  AstatementofacceptancethatConsultantsprovidedbyProposershallsubmittoaCriminalHistorycheckat b  DHSsrequest; %% 4.1.#VX3XXX[+#X[XXVX3130  AstatementofacceptancethatConsultantsprovidedbyProposershallexecuteaconfidentialityclauseat  DHSsrequest; %% #VX3XXX['#X[XXVX34.1.#VX3XXX[ #X[XXVX3140  AstatementidentifyinganySubcontractorsthatmaybeengaged,withthenamesoftheConsultantsVI1XVX3#VI1d #X[XXVX3Ԁ#X[X #andthe * namesandcontactinformation(name,addressandtelephonenumber)ofSubcontractoraffiliation,ifany,ofeachConsultant,clearlyidentified. %% #VX3XXX[4 #X[XXVX3#VX3XXX[] #X[XXVX3 4.20  TechnicalProposalJ%%  #VX3XXX[ #X[XXVX3TechnicalProposalsshallinclude: < EXX` D"X X,'` X"E4.2.10  #VX3XXX[* #%X[XXVX3Aproposalwhich:.%% EX XA " D"XX` D"E    1)  addressesallrequirementsofExhibitA:StatementofWork,4.1and4.2,TechnicalProposal,and x  0  0%%2)0%%proposingfirms#VX3XX%X[ #%X[XXVX3Ԁ#VX3XX%X[#SX3XXVX3documentedexperienceinsuccessfullycompletingprojectsofasimilarsizeandscope j tothoserequiredbythisSolicitation#VX3XXSX3#%X[XXVX3Ԁandthe#VX3XX%X[#X[XXVX3resumesofeachKeyPerson#VX3XXX[#%X[XXVX3relatingtotheperformanceof   similarworkasrequiredbytheSolicitation#VX3XX%X[Q#X[XXVX3,includingqualificationsandrelevantindividualexperience. N! Resumesshallincludeatleastthree(3)references(telephonenumberandcontactname),whichDHS,atitsdiscretion,maycontact#VX3XXX[#%X[XXVX3.#VX3XX%X[ #X[XXVX3 HX XFA " D"X XA " D"H#%% 4.3  CostProposal  n% #VX3XXX[L#X[XXVX3 Acompletedcostproposalfortheproposedservicesisrequiredandmustbesubmittedseparatelyfromtherestofthe !`& Proposal.ThecostproposalshallidentifythehourlybillingratesfortheservicesofeachConsultantproposed,thetotalcostforeachtask,#VX3XXX[*#X[XXVX3Ԁandtheoverallcostfortheprojectbasedonthenumberofhoursprojected.Allhourlyratesmust " ( befullyloadedandincludeallexpenses.#VX3XXX[#X[XXVX3ԀDHSreservestherighttoreviewallaspectsofCostProposalstothis #:!) SolicitationforreasonablenessandtorequestclarificationofanyProposalwheretheCostProposal(s)showsignificantandunsupporteddeviationfromindustrystandardsorinareaswheredetailedpricingisrequired.#VX3XXX[k#X[XXVX3 Thecontract,ifany, $v"+ includingamendments,resultantofthisSolicitationshallnotexceedanaggregateof$75,000.00perOAR1250200330.V&%+%XVX3#V&%+%%&I.#&I.%+%V&%   &#- #V&%+%%&I.#X[XXVX3 #X[X%&I.#XX[#X[X##VX3XXX[F#X[XXVX3 5.00  EvaluationofProposals '%/%% Proposalswillbeevaluatedonthecompletenessandqualityofcontentinthreephases:K"X X4` D%X XFA " D"K1)EvaluationofQualificationsandTechnicalProposal,and2)ScoringofTechnicalProposaland3)EvaluationandscoringofCostProposal.#VX3XXX[#X[XXVX3Anevaluationcommitteewillbeestablishedtoevaluateandscoreproposalssubmitted.Responseswillbereviewed p*(2 bythecommitteetodetermineiftheyarecomplete.AProposersfailuretocomplywiththeinstructionsortosubmitacompleteresponsewillresultintheresponsebeingdeemednonresponsive,exceptthatDHSreservestherighttowaiveminorirregularities.AnyproposalthatisincompleteorcontainssignificantinaccuraciesorinconsistenciesmayberejectedinwholeorinpartbyDHS.DHSreservestherighttorejectallproposalsifitisinthebestinterestofthepublictodoso.#VX3XXX[#X[XXVX3 ?XX,X%XX,X%? x. ,8 p] p X p  5.10  0%%PhaseI:EvaluationofQualificationsProposalm`%%  ThepurposeofthisphaseistodetermineiftheproposalmeetstheSolicitationmandatoryrequirementsofthis _R Solicitation.#VX3XXX[k#X[XXVX3Proposalsareevaluatedona Pass/FailbasisinPhaseI.Proposalsthatdonotmeettheminimumrequirementsmay  bedisqualified,exceptthatDHSreservestherighttowaiveminorirregularities.#VX3XXX[]#X[XXVX3ProposalsthatareevaluatedasresponsiveinPhaseIwillqualifyforevaluationandscoringoftechnicalproposalsin r PhaseIIoftheevaluation.#VX3XXX[ #X[XXVX3XX[#X[X!##VX3XXX[j!#X[XXVX3 5.2    PhaseII: EvaluationandScoringofTechnicalProposal    EvaluationandscoringofTechnicalProposalswillbebasedcriteriadescribedinSection6.Themaximumpossiblenumberofpointsisstatedforeachcategoryandfortheoveralltotalnumberofpoints.Technicalevaluationpointsthataregivenbyeachevaluatorwillbesummedanddividedbythenumberofevaluatorstocomputeanaveragetechnicalscoreforeachproposedproposal.ThemaximumnumberofpointsthatmaybeawardedinthisPhaseis 110 .   #VX3XXX[!#X[XXVX3DHSreservestherighttorequireverbaland/orwrittenverificationoftheexperience,skillsandreferences,and/or   CriminalHistorychecksofconsultantsproposedtoperformwork,toassistintheevaluationofproposals,including,butnotlimitedto,telephoneand/orinpersoninterviewsandreferencechecks.Referencechecksmaybeperformed,includingbutnotlimitedto,requestsforinformationonprojectdescriptionandbackground,functionalandtechnicalabilities,communicationskillsandtimeliness,costandscheduleestimatesandaccuracy,anyproblemsencountered,andoverallperformance.Corporateandpersonnelreferencechecksmaynotbelimitedtospecificcustomerreferencescitedintheproposal.#VX3XXX[$#TX3XXVX3Consultantsproposed#VX3XXTX3'#TX3XXVX3Ԁtodotheworkandtheirreferencesmustbeavailablefortelephoneinterviewsandreference eX checks,respectively,ifrequiredbyDHS,andattimesasdesignatedbyDHS,whichshallbebetweenthehoursof8:00AMand5:00PMPacificTime,duringMondaythroughFridayandexcludingstateholidays,oratsuchothertimesasisagreeabletoDHS.#VX3XXTX3 (#X[XXVX3ԀDHSreservestherighttorejectanyproposalfortheconsultantproposedtodotheworkwho ?2 isnotavailableforinterviewsasrequired,orforwhomreferencesarenotavailable.#VX3XXX[)#TX3XXVX3ԀProposerisresponsiblefor  arrangingandprovidingsuchcommunications(attheircost),asarenecessaryforinterviewsandreferencechecksrequiredbyDHSforproposedConsultantsandreferenceswhoarelocatedoutsidetheUnitedStatesofAmerica.#VX3XXTX3*#X[XXVX3   #VX3XXX[,#X[XXVX3Proposalselectionswillbemadebytheevaluationcommitteebasedupontheinformationreceivedinthe   QualificationsandProposals,CostProposals,evaluations,resultsofinterviews,ifrequiredbyDHS,andfromreferencechecks,ifperformedbyDHS.#VX3XXX[p,#X[XXVX3DHSreservestherighttoinvestigatethereferencesandthepastperformanceofanyProposerorconsultantproposed 9, todotheworkwithrespecttoitssuccessfulperformanceofsimilarservices,compliancewithspecificationsandcontractualobligations,anditslawfulpaymentofsuppliers,sub-contractors,andworkers.DHSmaypostponetheawardorexecutionofContractsaftertheannouncementoftheapparentsuccessfulproposers,inordertocompleteitsinvestigation.DHSreservestherighttorejectanyproposalortorejectallproposalsatanytimepriortoState'sexecutionofContracts.#VX3XXX[-#X[XXVX3 ?XX4,X%XX,X%?5.3  EvaluationofCostProposal  %& uRX,9rS -Y(#%'0*,.8135@8:<H?XX4,X%uCostpointswillbeawardedbaseduponthetotalcostforeachproposal.#VX3XXX[z0#X[XXVX3ԀEachcorrespondingcostproposalwillbe  ' awardedapercentageofthecostpointsavailablebasedonthepercentageoftheproposalpriceasrelatedtothelowestproposalpriceafterPhaseIusingthefollowingformula:UX,9rS -Y(#%'0*,.8135@8:<H?X,9rS -Y(#X(L/X)*Y=A r Where:  S   X=Totalprojectcostbeingscored E!8*  9    r  S    L=Lowesttotalprojectcost 9    r  S    A=Awardedpoints̀ 9    r  S    Y=TotalPointsPossible 35  $"- UX,9rS -Y(#%'0*,.8135@8:<H?X,9rS -Y(#XAlthoughpriceisaconsiderationwhenawardingacontract,theintentistoprovideDHSwithqualifications,performancehistory,expertise,knowledgeandskillsrequiredtoprovidethedeliverablesidentifiedinExhibitA.Theseareprimaryconsiderationsintheselectionprocess.Theproposalwiththelowestcostwillnotnecessarilybeselected.DHSreservesthesolerighttomakethisdeterminationinthebestinterestoftheState.TheaggregatelimitofthevalueoftheContractresultantofthisSolicitation#VX3XXX[1#X[XXVX3,includinganyamendments,is$75,000.00perOAR125020 'x%2 0330.#VX3XXX[8#X[XXVX3 #(&3 XX,X9FN hp x (#%'0*,.8135@8:<H?X,9rS -Y(#X #VX3XXX[8#X[XXVX36.00  EvaluationCriteriaofTechnicalProposal*(6%%  EvaluationandscoringofTechnicalProposalswillbebasedonthescoringcriteriadefined.Themaximumnumber +)7 ofpointsthatmaybeawardedinthisPhaseis 110.  ,|*8 #VX3XXX[9#BX X,4` Xuxf!X,XFN XBX[XXVX3#VX3XXX[R;#X[XXVX3 {-n+9 #VX3XXX[;#X[XXVX30  X 1)  #VX3XXX[;#X[XXVX3 ProposerFirm'sexperiencewithsimilarprojects.#VX3XXX[[<#X[XXVX3m.`,:%% #VX3XXX[<#X[XXVX3HX X,` XXf!X X,4` XuxH  PointsPossible: 10#VX3XXX[5=#X[XXVX3  _/R-; ЇK"X XFr` XXf!X X,` XXf!K#VX3XXX[=#X[XXVX32)0 9 09%9%#VX3XXX[>#X[XXVX3 Theproposedresource'sexperience:m`%%  9    F #VX3XXX[>#wX3XXVX3Թ  T(` ` <DL!X XFr` XXf!T #VX3XXwX3?#}Xa"XXVX31)  #VX3XX}Xa"Y@#X[XXVX3Experienceinbusinessprocessmodelingandusecasedevelopment. 30 Points.  QD  2)  Experienceingatheringanddocumentingbusinessrequirementstodrivethedesignofasystem,knowledge C6 ofsoftwaredevelopmentmethodologiesandprocesses,strongwrittenandoralcommunicationskills,abilitytoworkinanorganizedfashion#ddbb. 40 Points #bbdd r  #ddbb3)  Abilitytofunctioneffectivelyinaleadroleonateamofbusinessandtechnicalpeople. 20 Points #bbddkVPX3X7\  `.Times New Roman TURXX[@kwX3XXVX3 qd hX  #ddbbB+ 4 <DL!` ` XB  4)PreviousexperienceorfamiliaritygainedwithDHSapplicationsandprogramareas. 10 Points cV XhC E1   <DL!!XE   #VX3XXwX3C#X[XXVX3 0  0` %%MaximumOverallTechnicalPoints:0` %` %0 %%0x % % 110   x%x%    ` MinimumOverallTechnicalPointstoQualifyforConsideration:0 x 60 #VX3XXX[|E#X[XXVX3   x%x%   0 ` Ifateamapproachisproposedeachmemberoftheteamwillbeevaluatedandtheir   awardedpointswillbeaveraged.#VX3XXX[F#X[XXVX3#VX3XXX[G#X[XXVX3 g Z ` %` % KX X9e ` XXf!   XLX!K  S   #VX3XXX[(H#X[XXVX3#VX3XXX[H#X[XXVX3 7.0   #VX3XXX[;I#X[XXVX3 ProposalPreparationandSubmission K>   TheOregonDepartmentofHumanServices,500SummerStreetNE,MailingCode#VX3XXX[I#X[XXVX3ԀE03,Salem, =0 Oregon973101080,Attention:RayL.Long,DHSContractsConsultant,isthesolepointofcontactwithinStategovernmentforthepurposeofsubmittalofthisSolicitation.ProposalsmustbereceivedbytheDHSContractsandProcurementUnit,nolaterthantheduedateandtimespecifiedinSection2.ProposalsmaybedeliveredviaU.S.Mailorcourierto500SummerStreetNE,MailingCode#VX3XXX[cJ#X[XXVX3ԀE03,Salem,OR973101080,orfaxedto5033737889,and  mustreferenceDHSSolicitation#1168.#VX3XXX[PL# X[XXVX3ԀNeitherlatenorelectronicproposalstoSolicitation#1100 7* willbeaccepted;postmarkswillnotbeconsidered.#VX3XX X[M# X[XXVX3Proposalsshallbesubmittedastwo(2)separatedocuments:1)0 S QualificationsandTechnicalProposal;andS%S% 2)0 S CostProposal.#VX3XX X[M# X[XXVX3S%S% #VX3XX X[N# X[XXVX3BothpartsoftheproposalshallbesignedbytheProposeroranauthorizedrepresentative.#VX3XX X[!O#X[XXVX3  #VX3XXX[O# X[XXVX3ProposalsnotincompliancewithSection4through4.3maybeconsiderednonresponsiveand -  rejected,atDHSssolediscretion.Anyproposalsubmitted,unlesswithdrawnbeforetheProposalduedatespecifiedinthisSection,shallremainavalidproposal,bindingontheContractorandirrevocable,forsixty(60)daysaftertheproposaldeadlineoruntilagreement(s)areapprovedandexecuted,whichevercomesfirst.Thisperiodmaybeextendeduponmutualagreementoftheparties.#VX3XX X[P#(X3XXVX3#VX3XX(X3TR#X[XXVX3 8.0 0  AddendatotheSolicitation ' %%% AnyAddendawillbeissuedbytheContractsandProcurementUnitofDHS.Anyinterpretation,correction,orchangetothisSolicitationwillbemadebywrittenAddenda.Interpretations,corrections,orchangestothisSolicitationmadeinanyothermannerwillnotbebindingandProposersshallnotrelyuponsuchinterpretation,corrections,orchanges.ProposersmaynotconsideranycommunicationsinterpretingorclarifyingprovisionsofthisSolicitationwithanyperson,Statesdesignatedrepresentativeorotherwise,unlessintheformofofficialwrittenAddendatotheProposal.XX[#X[X_U##VX3XXX[R#X[XXVX3 9.00  InquiriesRelatingtothisSolicitation &$.%% Inquiries,includingrequestsforexplanationsofthemeaningorinterpretationofprovisionsofthisSolicitationmustberequestedbyProposersinwriting,andmustarriveattheIssuingOfficebytheduedatenotedinSection2.0,ProcurementSchedule.QuestionsmaybesubmittedtoDwightEndicott,#VX3XXX[U#X[XXVX3Ԁtransmittedviafaxto5033737365,orEmailtorobert.endicott@state.or.us. })p'2 XX[#X[XX##VX3XXX[W#X[XXVX3 10.00  ReservationofDHSRights/RighttoAward,RejectorNegotiate a+T)4%% #VX3XXX[zX# X[XXVX3DHSreservesallrightsregardingthisSolicitation,including,withoutlimitation,theright: S,F*5 HX Xr4,D"X X9e ` XXf!H1)0  #VX3XX X[0Y#X[XXVX3toamendorcancelthisSolicitationandresultingcontract,ifany,#VX3XXX[;Z#X[XXVX3Ԁwithoutliabilityifitisinthe E-8+6 bestinterestofthepublictodoso#VX3XXX[Z# X[XXVX3-+7%% 2)0  #VX3XX X[^[# X[XXVX3toextendthedeadlineforsubmittingproposals;.,8%% rp r  )   r  3)0  #VX3XX X[[#X[XXVX3seekclarificationsofeachproposal,and/ortoawardacontractswithoutfurtherdiscussionof m` theproposalssubmitted.DHSreservestherighttomodifytheproposedSolicitationrequirementspriortoissuingacontractforexecutionwithsuccessfulproposerstothisSolicitation,andmaynegotiateadditionalchangeswiththoseproposers; %% #VX3XXX[\# X[XXVX34)0  #VX3XX X[^#X[XXVX3torejectaProposaliftheProposerattemptstoomitormodifyanyofthetermsandconditions 9, withoutproperexplanation; %% #VX3XXX[_#X[XXVX35)0  torejectanyandallproposalsreceivedbyreasonofthisrequest,ortonegotiateseparatelyin  anymannernecessarytoservethebestinterestofthepublic#VX3XXX[_# X[XXVX3;gZ%% 6)0  todetermine,initssolediscretion,whetheraproposaldoesordoesnot,substantiallycomply YL withtherequirementsofthisSolicitation; %% #VX3XX X[`# X[XXVX37)0  towaiveanyminorirregularity,informality,ornonconformancewiththeprovisionsor    proceduresofthisSolicitation; %% #VX3XX X[b# X[XXVX38)0  atanytimepriortoenteringintoaContract,ifany,(includingafterannouncementofthe y l  apparentsuccessfulContractor(s)): %% EXX,` D"X Xr4,D"E0  a)torejectanyproposalthatfailstosubstantiallycomplywithallprescribedsolicitationproceduresandrequirements;and %% 0  b)torejectallproposalsreceivedorcancelthisSolicitationuponafindingbyDHSthatitisinthepublicinteresttodoso; %% EX X` D"XX,` D"E9)  toengageContractorsbyselectionorprocurementindependentofthisSolicitationprocess,or )   theContractsestablishedunderit;#VX3XX X[c# X[XXVX310) r 0  torequireContractortoreplace(withoutanyContractorrecourse)anyKeyPersonengagedby  ContractatanytimeduringtheContractperiodwhoceasesaffiliationwiththeContractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS. %% #VX3XX X[f# X[XXVX3HX X,` D"X X` D"H11.00  AwardNotice wj%% PerOregonAdministrativeRule1250200360#VX3XXX[sh#X[XXVX3,everyProposerwhosubmitsaproposalshallbe i\ notifiedofitsselectionstatus.#VX3XXX[gi#X[XXVX3Proposedtermsandconditionswhichmayapplytoacontract  resultingfromthisSolicitationarefurtherdefinedin ExhibitBContractualTermsand  Conditions. DHSreservestherighttomodifytheseproposedtermsandconditionspriorto C6 issuingacontractforexecutionwithsuccessfulproposerstothis#VX3XXX[j#X[XXVX3Solicitation#VX3XXX[k#X[XXVX3,andmaynegotiate  additionalchangeswiththoseproposers. 12.00  #VX3XXX[l#X[XXVX3ReleaseofInformationcV!%%  NoinformationshallbegiventoanyProposer(oranyotherindividual)relativetoHis/Her UH" standingwithotherProposersduringtheSolicitationprocess.NoProposer(oranyotherindividual)shallbeadvisedofthepricesproposedbyotherOfferorsduringtheSolicitationprocess. 13.00  PublicInformation  '%% Allproposalsarepublicinformationaftertheproposalshavebeenopenedandallprotestsarepublicinformationaftertheprotestperiodends.Copiesofpublicinformationmayberequestedbyanyperson.Ifanypartofaproposalorprotestisconsideredatradesecret,theProposermustclearlydesignatethatportionasconfidentialinordertoobtainprotection,ifany,fromdisclosureatthetimeofsubmission.SeeOregonRevisedStatutes(ORS)192.501(2);ORS646.461to646.475.ApplicationoftheOregonPublicRecordsLawshalldetermineiftheconfidentialinformationclaimedtobeexemptisinfactexemptfromdisclosure.Intheeventofapublicrecordsrequest,Proposerswillbenotifiedpriortothereleaseofanyinformation. 14.00  CostofProposals )'3%% AllcostsincurredinpreparingandsubmittingaproposalinresponsetothisSolicitationaretheresponsibilityoftheProposerandshallnotbereimbursedbyDHS. 15.0  RecyclableProducts ,*7  Contractorsshalluserecyclableproductstothemaximumextenteconomicallyfeasibleinthe -x+8 performanceofthecontractworksetforthinthisdocument. /-:  16.00  #VX3XXX[l# X[XXVX3WithdrawalofProposals m`%% IfaProposerwishestowithdrawasubmittedproposal,itmustbewithdrawnpriortotheproposalduedateindicatedinSection2.0.AwrittenrequesttowithdrawmustbesignedbytheProposerandsubmittedtothenameandaddressspecifiedforsubmittingproposals.   Ѐ#VX3XX X[s#X[XXVX3  m` #VX3XXX[Du#X[XXVX3  ExhibitA _R StatementofWorkuӀAcknowledgedandAgreedbytheParties:  5( #VX3XXX[u#X[XXVX3#VX3XXX[yv#wX3XXVX3  Q+ 4 <DL!XX,` D"QO[GP8(Z******d ddm`66``T[  XvsXXwX3VX3XXXvs  O9w  d { n  ,?+ 4 <DL!X?  md#VX3XXVX3v#}Xa"XXVX3I)  #VX3XX}Xa"x#X[XXVX3OverviewO9ww݌   ЌlGPUUUUA*******d ddT@E 8 ::ddT lwX3XXX[wX3XXwX3   #VX3XXwX3&y#gX[XXVX3g md  L&XX[B+ 4 <DL!4XBO[GP8(Z******d ddm`66``T[  _L&V_  #VV_z#L&VO {  d   #X[XL&z# mdAProjecthasbeencharteredinsupportoftheDepartmentsReorganizationtodesignthefirstphaseofanintegratedservicedeliverysystemfortheOregonDepartmentofHumanServices(DHS).O { |݌̌lGPUUUUA*******d ddT@ ::ddT lX[XXX[X[XXX[   md  XvsXXX[}Xa"XXXvs  g#VX3XXX[Kz#X[XXVX3gA~  d qd  mdWorkersdonothaveanintegratedsystemtolookupandenterclientinformationanddoscreening,assessment,andreferral.Currently,theymustuseseveraldifferentsystemsandprocesses,impactingtheirabilitytoserveDHSclientsinanintegratedfashion.A~~݌̌X[XXX[X[XXX[   md  dgZ  mdTosupporttheDepartmentofHumanServicesgoaltoimproveservicestoclients,familiesand   communitiesbyprovidinga nowrongdoorpolicy,itiscriticaltohaveanintegratedservicedeliverysystemtoassistcaseworkersinmakingscreeningandassessmentdecisions. md&  ~  L&XX[_L&} _    #V }~#L&V~U  d]PX[XXX[ mdPrimaryObjectivesandBenefits~U+ тԌ  Ќ X[XXX[X[XXX[X[XXX[X[XXX[   md#L&XX[_#X[XXX[O[GP8(Z******d ddm`66``T[  XvsXXX[VX3XXXvs  g#VX3XXX[~#X[XXVX3gO  dz  #L&XX[#X[XXX[ mdTheprimaryobjectiveoftheProjectistodesignafrontendscreeningandassessmentsystem,toinclude  broadinitialscreeningtoidentifythepotentialprogramareasforwhichaclientmaybeeligible.Theintentwouldbetoidentifytheclient,seeiftheyarealreadyinthesystem,addifnecessary,screen,broadlyassess,andpassappropriateinformationbackintotheexistingsystems.Akeypointinscreeningwouldbetodetermineiftheclienthasjustasingleormultipleissues.InadditiontothescreeningdonebyIntakestaff,someminorselfassessmentmayalsobeconsidered.(Thiscouldbeveryhighlevel,anddoneonlyonequipmentinthelocaloffice.)']IO݌̌lGPUUUUA*******d ddT@::ddT lX[XXX[X[XXX[   md  O[GP8(Z******d ddm`66``T[  XvsXXX[VX3XXXvs  #VX3XXVX3Å#X[XXVX3OF  di\  #L&XX[E#X[XXX[ mdFollowingassessment,referraloftheclientaspartofthisprocesswillalsobeconsidered.OFH݌  ЌlGPUUUUA*******d ddT@3&::ddTlX[XXX[X[XXX[   md#L&XX[#X[XXX[d  #L&XX[k#X[XXX[ mdTherewouldbenointenttodesignawaytoestablishorpaybenefitsinthisfirstphase.#L&XX[΍#z XX[ dmd   d#L& z#X[XXX[  XvsXXX[}Xa"XXXvs  g#VX3XXX[Å#X[XXVX3g"  `L4` <DL!!&)\+- 0d247X`TheobjectofthisStatementofWorkistoestablishtheresponsibilitiesandmeasurementsofsuccessfora M @ BusinessProcessEngineeringAnalysttoperformakeyroleintheidentificationofbusinessprocessesandthegatheringanddocumentingofbusinessrequirementsforaScreening,Assessment,andReferralsystem."ɏ݌̌X[XXX[X[XXX[   #L&XX[#Q+ 4 <DL!, X!&XQX[XXX[#L&XX[#X[XXX[  XvsXXX[}Xa"XXXvs  #VX3XX}Xa"#X[XXVX3  ?+ 4 <DL!X?  II)  #L&XX[Ē#X[XXX[KeyAssumptions Q%D#! ݌̌X[XXX[X[XXX[   #L&XX[+#X[XXX[  XvsXXX[}Xa"XXXvs  g#VX3XXX[#X[XXVX3g   X,?(4 4 <DL!4X?A)  Thiscontractrequiresaconsultantthatisaneffectivecommunicator,bothorallyandinwriting,ishighly &$# organized,hasknowledgeofsoftwaredevelopmentmethodologiesandprocesses,hasexperienceinbusinessprocessmodelingandusecasedevelopment,andisexperiencedandskilledingatheringbusinessrequirementstodrivethedesignanddevelopmentofacomputersystem.   Ǖ݌̌X[XXX[X[XXX[       XvsXXX[}Xa"XXXvs  #VX3XX}Xa"#X[XXVX3`  B)  Thepersonselectedwillbeexpectedtofunctioneffectivelyinaleadroleonateamofbusinessanalysts K*>(( andsystemanalystsandhavetheabilitytointeractsuccessfullywithbusinessrepresentatives.  *() `݌̌X[XXX[X[XXX[     XvsXXX[}Xa"XXXvs  g#VX3XXX[#X[XXVX3g  C)  DHSwillprovideresourcestotheContractorasdescribedinAttachment A. y,l*+  K݌̌X[XXX[X[XXX[   #L&XX[#X[XXX[    z XX[z  z$ z%$  #V9'%,#z 'V9  <(4 4 <DL!44X<#L& z~#X[XXX[D)  #L&XX[ #X[XXX[TheworkdefinedinthissolicitationisexpectedtobeginonoraboutMay1,2002,orassoonthereafter  .+- aspossible,andcontinueforaperiodofapproximatelysixmonths#L&XX[_#ԀX[XXX[onavariableschedulethat .,. contemplatessomewhatlessthanfulltimework. ݌̌X[XXX[X[XXX[X[XXX[X[XXX[       z XX[z  z$ z%$  g#VX3XXX[J#X[XXVX3g  #L& zl#X[XXX[ E)  AnyappropriatepreviousexperienceorfamiliaritygainedwithDHSapplicationsandprogramareaswill  beconsideredinthissolicitationprocess. #L&XX[# X[XXX[݌̌X[XXX[X[XXX[X[XXX[X[XXX[   #L&XX[#X[XXX[    XvsXXX[}Xa"XXXvs  #VX3XX}Xa"#X[XXVX3   ,X?+ 4 <DL!44X?III)  #L&XX[ޣ#X[XXX[ContractorResponsibility ݌ + ЌX[XXX[X[XXX[   #L&XX[O# X,?(4 4 <DL!4X?X[XXX[#bbddContractoragreestoaccomplishtheworkunderthiscontractasfollows:     #L&XX[}##ddbbX[XXX[ X?+ 4 <DL!44X?|  X,H4X` hp x (#%XHL&XX[L&L&  |ϧ  #L&L&c#X[XXX[WorkwithDHSbusinessanalyststoidentifyanddocumenttheessentialrequirementsofaScreening,   Assessment,andReferralsystem.ThiscourseofactionmayincludereviewingcurrentbusinessprocessesandsuggestingprocesschangestobettermeetthegoalsoftheDepartment.#L&XX[̨#|ϧ݌ = 0  Ќ X XXXX[XL&     |  X,H4X` hp x (#%XHL&XX[  |ת   X[XXX[Thisworkincludesthefollowingtasks:#L&XX[#|תs݌   Ќ X XXXX[XL&     B.4 <DL!XB C R $hC X 2  2  .3    LeadingagroupofDHSbusinessanalystsinareviewofbusinessprocessesandathoroughdiscoveryand   analysisofbusinessrequirements. X 2  3  .3    Identifyingandassistingintheresolutionofconflictingprocessesandrequirements. OB   X 2  4  .3    Verifyingandrefiningtheprocessesandrequirements,thenrecordingtheminoneconcisebusinessprocess A4  andrequirementsdocumentthatcanbeusedbythedesignteamforsystemdesign. X 2  5  .3    Assistingintheestablishmentofamethodtoprovideiterativevalidationofprocessesandrequirementsby  stakeholderstoallowforstrongerbusinessinvolvementandcontinuousfeedback.z XX[ E+` ` <DL!4XE#aadd aT  #X[X z?##ddaa&  E+ 4 <DL!` ` XEy  9%X Xp x (#%X9    yz    IV)  DeliverablesandAcceptanceCriteria SF  ContractorwillbedeterminedtohavesuccessfullycompletedtherequirementsoutlinedinthisStatementof  Workwhenthefollowingdeliverableshavebeenprovidedormet. #bbddyz ҲԌ  Ќge eg  * XXXpX*g_ _g  #ddbb ?+ 4 <DL!X?'S <(` ` <DL!X< 1)  Task1:Participationontheprojectteamasabusinessprocessengineerandrequirementsteam sf member.Attendanceatscheduledprojectandrequirementsmeetings.Identificationoftasksnecessaryforreviewingbusinessprocessesandgatheringrequirementsbyboththecontractorandassignedbusinessanalysts.Assistancetobusinessanalystsduringbusinessprocessandrequirementsgatheringasneeded,toincludebutnotlimitedtoprovidingguidanceinthebusinessengineeringandanalysisprocessandcreationofrelateddocumentation.Creatingroughdraftprocessandrequirementsdocuments.Gatheringroughdraftprocessandrequirementsdocumentsfrombusinessanalysts.ApprovalofalldocumentsbytheProjectManagerordesignee.2)  Task2:Identifyinganddocumentingconflictingrequirementsandbusinessprocesses.Assisting ! withtheidentificationofalternativesandcompromiseswiththeassistanceofthebusinessrepresentativesandbusinessanalysts.BringingthoseconflictingprocessesandrequirementsthatcannotberesolvedtotheattentionoftheProjectManagerforresolution. #bbdd $  #ddbb3)  Task3:Deliveryofacomprehensiveandconcisebusinessprocessandrequirementsdocumentthat v% canbeusedtodesignaScreening,Assessment,andReferralsystem.ApprovalofthedocumentbytheProjectManagerordesignee. #bbdd '  #ddbb4)  Task4:Definitionofameanstovalidaterequirementsonaniterativebasisbystakeholders.This  ( mayinclude,butisnotlimitedto,organizingtherequirementsintosmallerunitsofwork,oriterations,thatcanbedevelopedandimplementedinphases. #bbdd !*  ,B+ 4 <DL!` ` XB&   }#p!,  ,  B+ 4 <DL!4XB'}#Z  o$b"-  Attachment A m`  _R DHSProvidedResources    C6   XvsXXX[}Xa"XXXvs  g#VX3XXX[#gX[XXVX3~   X Forthepurposesofthisproject,DHSwillprovidethefollowingresourcestoContractor:~%݌ 5( ЌX[XXX[X[XXX[    '  ,B.4 <DL!XBC R $$RC--2  1  .3    Workspaceforone(1)staff.Theworkspacewillbeequippedwith:   L h$RL   Apersonalcomputeradequateforthepositionwitha17monitor,Windows2000operatingsystem,and   MicrosoftOfficeSuite.   AconnectiontotheDivisionsNovelllocalareanetworkwithInternetaccessandNovellsGroupwisee    mailaccess.   Atelephonewithvoicemail. +      Filingcabinetspace.    2.  Limitedclericalsupport.   3.  Projectrelatedcostsforuseofthefax,copier,andlimitedlongdistancetelecommunication(voiceand   facsimile)services.Note:Copiercostswillnotbecoveredforproductionofdeliverables. H.4 <DL!4XHӀ#VX3XXX[#  #ddbbX[XXVX3#VX3XXX[q#X(X3XXVX3(9'X(X3_  (X3X'(9(X3XX(X3(X3XX(X3(X3XX(X3XvsXX(X3XvsXXXvsXvsXXXvs(X3XXXvs      _     (9'X(X3(9''(9(9''(9(9''(9(9''(9(9''(9(9''(9(9''(9    #(X3X'(9##VX3XX(X3#to   ?%X X` D"(#%, X?z  VXVX3wX3XXVX3zplet  #wX3Xw8##VX3XXwX3W#wX3XXVX3 w,c7X` hp x (#%X X,` D"(#Xc wN4XX` hp x (#%XXN   #VX3XXwX3#wX3XXVX3R  R#  w9% Xp x (#%XXX9  XwN.X` p x (#%XpXNR#>݌̌  Q( Xp x (#% X` pXQ#VX3XXwX3#wX3XXVX3#VX3XXwX3# XZ7FXF` hp x (#%XpXZ wX3XXVX3    Q4XX` hp x (#%FXFXQeGPUUUU:*******d dd66``Te  #VX3XXwX3^#wX3XXVX3H4XX` hp x (#%XXXHR  R  w9% Xp x (#%XXX9  K+ X` p x (#%XpXKR݌ UH Ќ    wW4XX` hp x (#%XXpXW#VX3XXwX3#wX3XXVX3#VX3XXwX3#wX3XXVX3H4XX` hp x (#%XXXHӀ 9, eGPUUUU:*******d dd) 66``Te  #VX3XXwX3#wX3XXVX3#VX3XXwX3#wX3XXVX3  R  Rf  w  ݀Rf݌̌    w#VX3XXwX3:# ut E14 <DL!T$XXXE G GX[XXVX3     `  #VX3XXX[#(X3XXVX3Թ  #VX3XX(X3J#X[XXVX3ExhibitB  C%6#%  Personal/ProfessionalServicesTermsandConditions  5&($& j  #VX3XXX[#X[XXVX3I.0  EFFECTIVEDATEandDURATION ( &(5%5% Thiscontractshallbecomeeffectiveonthedatethiscontracthasbeensignedbyeverypartyhereto,and,whenrequired,approvedbyDepartmentofAdministrativeServicesandDepartmentofJustice.Unlessterminatedorextended,thiscontractshallexpirewhenDHSacceptsContractorscompletedperformanceoron October31, G*:(+ 2002 ,whicheverdateoccursfirst.ExpirationshallnotextinguishorprejudiceDHSsrighttoenforcethiscontract *(, withrespecttoanybreachofaContractorswarrantyoranydefaultordefectinContractorperformancethathasnotbeencured. II.0  PURPOSE .+05%5% ThiscontractprovidesforBusinessProcessEngineeringAnalystservices. .,1 Ї III.0  STATEMENTofWORK m`5%5% Thestatementofwork(the Work)includingthedeliveryscheduleforsuchworkiscontainedinExhibitA,attachedandincorporatedbyreferenceintothiscontract.Contractoragreestoperformtheworkinaccordancewiththetermsandconditionsofthiscontract. IV.0  CONSIDERATION r5%5%  A .0  DHSagreestopayContractorforaccomplishingtheWorkasrequiredbythiscontract,plusanyallowable qd expensesandanytravelandotherexpensereimbursementwhennotedherein.PaymentforallworkperformedunderthiscontractshallbesubjecttotheprovisionsofORS293.462andshallnotexceedthetotalmaximumsumofXXXXX. 5%5%  z XX[B.) 0  #X[X z#InterimpaymentsshallbemadetoContractorfollowingDHSsreviewandapprovalofinvoicessubmitted / "  byContractor. 5%5%   C .0  Contractorshallnotsubmitinvoicesfor,andDHSwillnotpay,anyamountinexcessofthemaximum   compensationamountsetforthabove.Ifthismaximumcompensationamountisincreasedbyamendmentofthiscontract,theamendmentmustbefullyeffectivebeforeContractorperformsworksubjecttotheamendment.ContractorshallnotifyDHS'sContractAdministratorinwritingthirty(30)calendardaysbeforethiscontractexpires,oftheupcomingexpirationofthecontract.Nopaymentwillbemadeforanyservicesperformedbeforethebeginningdateoraftertheexpirationdateofthiscontract,asitmaybeamendedfromz XX[ eX5%5% #X[X z#   timetotimeinaccordancewithitsterms. WJ  D. 0  Contractorshallsubmitmonthlyinvoicesforworkperformed.Theinvoicesshalldescribeallwork ;. performedwithparticularityandbywhomitwasperformedandshallitemizeandexplainallexpensesforwhichreimbursementisclaimed.TheinvoicesshallalsoincludethetotalamountinvoicedtodatebyContractorpriortocurrentinvoice.Contractorwillspecificallynotetheappropriateinvoicewhenonethirdandtwothirdsofthemaximumcontractamount,includingexpensereimbursement,hasbeenexpended.ContractorshallsendinvoicestoDHSsContractAdministrator(seeE.,below). 5%5%  E. 0  TheDHSemployeeassignedtomonitorcontractcompliance,authorizepaymentandactasDHSsContract 5( Administratoronmattersconcerningthiscontractshallbe: 5%5%   vL_c  XXXXordelegate  OfficeofInformationServices  OregonDepartmentofHumanServices  500SummerSt,NE  SalemOR97310  z XX[  #X[X z#V.0  TRAVELandPERDIEMz XX[c!V'5%5%  #X[X z>#Notravelorotherexpensesshallbepaidinadditiontothecostherein. U"H (  VI.0  CONTRACTinitsENTIRETY 9$,"*5%5% *X,XS` XX*ThisContractconsistsofthisdocumentandincludesthefollowinglistedexhibitswhicharelistedindescendingorderofprecedenceandareattachedandincorporatedintothisContractbyreference: A. 0  ExhibitA:0S5%5%StatementofWork'%.S5%S5%  B. 0  ExhibitB:0S5%5%GeneralProvisions(&/S5%S5%  C. 0  ExhibitC:0S5%5%CertificationStatementforIndependentContractor)'0S5%S5%  D.   ExhibitD:0 S ConfidentialityAgreement*v(1S5%S5% L 4(hL 3   3V2  E  .3  0    ExhibitE:0S5%5%CriminalHistoryAgreement3V݌u+h)2S5%S5% Ќ  L ((4L F.   Exhibit F:0 S Solicitation#1168g,Z*3S5%S5%  G.   ExhibitG:0 S ContractorsProposaltoSolicitation#1168 Y-L+4S5%S5%   K.>,5 vL v X v  Therearenoothercontractdocumentsunlessspecificallyreferencedandincorporatedinthecontract.z XX[  m` 9X,X` XX,XS` X9#X[X zn#VII.0  MERGERCLAUSE;WAIVER QD5%5% Thiscontractandattachedexhibitsconstitutetheentireagreementbetweenthepartiesonthesubjectmatterhereof.Therearenounderstandings,agreements,orrepresentations,oralorwritten,notspecifiedhereinregardingthiscontract.Nowaiver,consent,modificationorchangeoftermsofthiscontractshallbindeitherpartyunlessinwritingandsignedbybothpartiesandallnecessaryStateapprovalshavebeenobtained.Suchwaiver,consent,modificationorchange,ifmade,shallbeeffectiveonlyinthespecificinstanceandforthespecificpurposegiven.ThefailureofDHStoenforceanyprovisionofthiscontractshallnotconstituteawaiverbyDHSofthatoranyotherprovision.#VX3XXX[j#X[XXVX3    - 4XX,X` X-8  GeneralContractProvisions#VX3XXX[9#X[XXVX3  (^~d_XX[ #X[X_^~dH#THEFOLLOWINGARETHESTANDARDPROVISIONSWITHINCONTRACTSFORTHE   STATEOFOREGONINTHEEVENTACONTRACTISOFFERED. #VX3XXX[ #X[XXVX3V^rH_XVX3#V^rH__^~d?#X[XXVX3 #X[X_^~d^#1.0  IndependentContractor;ResponsibilityforTaxesandWithholding 3&5%5% 6X X` D"4X6  0  a. 05%5%ContractorshallperformallrequiredWorkasanindependentcontractor.AlthoughDHSreservestheright % to(1)determine(andmodify)thedeliveryschedulefortheWorktobeperformedand(2)evaluatethequalityofthecompletedperformance,DHScannotandwillnotcontrolthemeansormannerofContractor'sperformance.ContractorisresponsiblefordeterminingtheappropriatemeansandmannerofperformingtheWork. 5%5% #VX3XXX[#X[XXVX3#VX3XXX[#X[XXVX30  b. 05%5%IfContractoriscurrentlyperformingworkfortheStateofOregonorthefederalgovernment,Contractor t bysignaturetothiscontractdeclaresandcertifiesthat:ContractorsWorktobeperformedunderthiscontractcreatesnopotentialoractualconflictofinterestasdefinedbyORS244andnorulesorregulationsofContractorsemployingagency(stateorfederal)wouldprohibitContractorsWorkunderthiscontract.Contractorisnotan officer, employee,or agentofDHS,asthosetermsareusedinORS30.265. 5%5% 0  c. 05%5%Contractorshallberesponsibleforallfederalorstatetaxesapplicabletocompensationorpaymentspaid {n toContractorunderthiscontractand,unlessContractorissubjecttobackupwithholding,DHSwillnotwithholdfromsuchcompensationorpaymentsanyamount(s)tocoverContractorsfederalorstatetaxobligations.ContractorisnoteligibleforanySocialSecurity,unemploymentinsuranceorworkerscompensationbenefitsfromcompensationorpaymentspaidtoContractorunderthiscontract,exceptasaselfemployedindividual. 5%5% #VX3XXX[#X[XXVX3#VX3XXX[4#X[XXVX3 2.0  SubcontractsandAssignment;SuccessorsinInterest uh&5%5% 0  a. 05%5%ContractorshallnotenterintoanysubcontractsforanyoftheWorkrequiredbythiscontract,orassign g Z' ortransferanyofitsinterestinthiscontract,withoutthepriorwrittenconsentofDHS.InadditiontoanyotherprovisionsDHSmayrequire,ContractorshallincludeinanypermittedsubcontractsunderthiscontractarequirementthatthesubcontractorbeboundbySections2,6,7,11,and15ofthisexhibitasifthesubcontractorweretheContractor.DHSsconsenttoanysubcontractshallnotrelieveContractorofanyofitsdutiesorobligationsunderthiscontract. 5%5% #VX3XXX[w#X[XXVX3SXX[#X[XS##VX3XXX[#X[XXVX30  b. 05%5%Theprovisionsofthiscontractshallbebindinguponandshallinuretothebenefitofthepartieshereto, a%T#. andtheirrespectivesuccessorsandpermittedassigns,ifany. 5%5% & . #VX3XXX[D#X[XXVX3SXX[#X[XS##VX3XXX[#X[XXVX3 3.0  NoThirdPartyBeneficiaries. DHSandContractoraretheonlypartiestothiscontractandaretheonly '%1 parties'.&`entitledtoenforceitsterms.Nothinginthiscontractgives,isintendedtogive,orshallbeconstruedtogiveorprovideanybenefitorright,whetherdirectly,indirectlyorotherwise,tothirdpersonsunlesssuchthirdpersonsareindividuallyidentifiedbynamehereinandexpresslydescribedasintendedbeneficiariesofthetermsofthiscontract. 5%5% SXX[ #X[XS[#4.0  FundsAvailableandAuthorized;Payments ?,2*75%5% 0  a. 05%5%ContractorshallnotbecompensatedforWorkperformedunderthiscontractbyanyotheragencyor 1-$+8 departmentoftheStateofOregon.DHShassufficientfundscurrentlyavailableandauthorizedforexpendituretofinancethecostsofthiscontractwithinDHS'sbiennialappropriationorlimitation.ContractorunderstandsandagreesthatDHS'spaymentofamountsunderthiscontractattributabletoWork  /,; performedafterthelastdayofthecurrentbienniumiscontingentonDHSreceivingfromtheOregonLegislativeAssemblyappropriations,limitations,orotherexpenditureauthoritysufficienttoallowDHS,intheexerciseofitsreasonableadministrativediscretion,tocontinuetomakepaymentsunderthiscontract. 5%5% 0  b. 05%5%DHSwillonlypayforcompletedworkthatisacceptedbyDHS.+5%5% #VX3XXX[#X[XXVX3SXX[#X[XS##VX3XXX[#X[XXVX3 5.0  RepresentationsandWarranties5%5%  0  a.05%5%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. 5%5% #VX3XXX[^#X[XXVX3#VX3XXX[ #X[XXVX30  b.05%5%ContractorsLimitationofLiability :Contractorsliabilitywithrespecttoitems(5)and(6)ofsubsection  5aaboveshallnotexceed:(1)twicethetotalcontractamount(includinganyamendments)or(2)$100,000whicheverisgreater. 5%5% #VX3XXX[ #X[XXVX3SXX[  #X[XS##VX3XXX[|#X[XXVX3 c.0  WarrantiesCumulative :Thewarrantiessetforthinthissectionareinadditionto,andnotinlieuof,any ?2 otherwarrantiesprovided. 5%5% & . #VX3XXX[ #X[XXVX3#VX3XXX[#X[XXVX3 6.0  OwnershipofWorkProduct. AllworkproductofContractorthatresultsfromthiscontract("theWork  Product")isthe'.exclusivepropertyofDHS.DHSandContractorintendthatsuchWorkProductbedeemed workmadeforhireofwhichDHSshallbedeemedtheauthor.IfforanyreasontheWorkProductisnotdeemed workmadeforhire,ContractorherebyirrevocablyassignstoDHSallofitsright,title,andinterestinandtoanyandalloftheWorkProduct,whetherarisingfromcopyright,patent,trademark,tradesecret,oranyotherstateorfederalintellectualpropertylawordoctrine.ContractorshallexecutesuchfurtherdocumentsandinstrumentsasDHSmayreasonablyrequestinordertofullyvestsuchrightsinDHS.ContractorforeverwaivesanyandallrightsrelatingtotheWorkProduct,includingwithoutlimitation,anyandallrightsarisingunder17USC106Aoranyotherrightsofidentificationofauthorshiporrightsofapproval,restrictionorlimitationonuseorsubsequentmodifications. 5%5% #VX3XXX[b#X[XXVX3SXX[#X[XS!##VX3XXX[#X[XXVX3 7.0  Indemnity. 3&%5%5%   #VX3XXX[#X3XXVX3a.GeneralIndemnity: Contractorshalldefend,holdharmlessandindemnifytheStateofOregon,DHSand %& 0  itsagencies,subdivisions,officers,employeesandagentsfromandagainstallclaims,suits,actions,losses,damages,liabilities,costsandexpensesofanynatureresultingfrom,arisingoutof,orrelatingtotheactivitiesofContractororitsofficers,employees,subcontractors,oragentsunderthisContract. 5%5%   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.#VX3XXX3#X[XXVX3)'85%5% #VX3XXX[B#X[XXVX3SXX[#X[XS##VX3XXX[#X[XXVX3 8.0  Insurance+):5%5%  0  a. 05%5%DuringthetermofthiscontractContractorshallmaintaininforceatitsownexpense,eachinsurancenoted ,*; below: 5%5% HX Xr D"X X` D"H0  05%5% (1) 0r5%5%WorkersCompensationinsuranceincompliancewithORS656.017,whichrequiressubject O.B,= employerstoprovideOregonworkerscompensationcoverageforalltheirsubjectworkers..,>r5%r5% _c!     0  05%5% (2) 0r5%5%GeneralLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan _R $1,000,000eachoccurrenceforBodilyInjuryandPropertyDamage.Itshallincludecontractualliabilitycoveragefortheindemnityprovidedunderthiscontract.ItshallprovidethattheStateofOregon,DepartmentofHumanServices,andtheirdivisions,officersandemployeesareAdditionalInsuredsbutonlywithrespecttotheContractorsservicestobeprovidedunderthiscontract. r5%r5% 0  05%5% (3) 0r5%5%AutomobileLiabilityinsuranceasrequiredbytheOregonFinancialResponsibilityLaw(ORS  806.060),includingcoverageforowned,hiredornonownedvehicles,asapplicable. r5%r5% #VX3XXX[( #X[XXVX30  05%5% (4) 0r5%5%ProfessionalLiabilityinsurancewithacombinedsinglelimit,ortheequivalent,ofnotlessthan / "  $1,000,000eachclaim,incidentoroccurrence.Thisistocoverdamagescausedbyerror,omissionornegligentactsrelatedtotheprofessionalservicestobeprovidedunderthiscontract. r5%r5% #VX3XXX[&#X[XXVX30  b. 05%5% NoticeofCancellationorChange: Thereshallbenocancellation,materialchange,reductionoflimits OB  orintentnottorenewtheinsurancecoverage(s)without30dayspriorwrittennoticefromContractororitsinsurer(s)toContractsCoordinator,OregonDepartmentofHumanServices. 5%5% 0  c. 05%5% CertificatesofInsurance: Asevidenceoftheinsurancecoveragesrequiredbythiscontract,Contractor ob shallfurnishacceptableinsurancecertificatestoContractsCoordinator,OregonDepartmentofHumanServicespriortocommencingtheWork.ThecertificatewillspecifyallofthepartieswhoareAdditionalInsureds.InsuringcompaniesorentitiesaresubjecttoStateacceptance.Ifrequested,completecopiesofinsurancepolicies,trustagreements,etc.,shallbeprovidedtotheState.Contractorshallbefinanciallyresponsibleforallpertinentdeductibles,selfinsuredretentionsand/orselfinsurance. 5%5% &   9.0  Termination wj5%5% 0  a.05%5%PartiesRighttoTerminateforConvenience :Thiscontractmaybeterminatedatanytimebymutual i\ writtenconsentoftheparties. 5%5% ' w,#VX3XXX[T(#X[XXVX3#VX3XXX[.#X[XXVX30  b.05%5%DHSsRighttoTerminateforConvenience :DHSmay,atitssolediscretion,terminatethiscontract,  inwholeorinpart,upon30daysnoticetoContractor. 5%5% #VX3XXX[I.#X[XXVX3#VX3XXX[|/#X[XXVX30  c.05%5%DHSsRighttoTerminateforCause :DHSmayterminatethiscontract,inwholeorinpart,immediately m`  uponnoticetoContractor,oratsuchlaterdateasDHSmayestablishinsuchnotice,upontheoccurrenceofanyofthefollowingevents: 5%5% #VX3XXX[/#X[XXVX3#VX3XXX[F1#X[XXVX30  05%5%(1)0r5%5% DHSfailstoreceivefunding,orappropriations,limitationsorotherexpenditureauthorityatlevels $ sufficienttopayforContractorsWork; r5%r5% 0  05%5% 5%5%     (2)0 r FederalorStatelaws,regulationsorguidelinesaremodifiedorinterpretedinsuchawaythateither !' theWorkunderthiscontractisprohibitedorDHSisprohibitedfrompayingforsuchWorkfromtheplannedfundingsource; r5%r5% 0  05%5% (3)0r5%5% ContractornolongerholdsanylicenseorcertificatethatisrequiredtoperformtheWork;or/$""+r5%r5% 0  05%5% (4) 0r5%5%Contractorcommitsanymaterialbreachordefaultofanycovenant,warranty,obligationoragreement &$- underthiscontract,failstoperformtheWorkunderthiscontractwithinthetimespecifiedhereinoranyextensionthereof,orsofailstopursuetheWorkastoendangerContractorsperformanceunderthiscontractinaccordancewithitsterms,andsuchbreach,defaultorfailureisnotcuredwithin10businessdaysafterdeliveryofDHSsnotice,orsuchlongerperiodasDHSmayspecifyinsuchnotice. r5%r5% #VX3XXX[1#X[XXVX3#VX3XXX[[7#X[XXVX30  d.05%5%ContractorsRighttoTerminateforCause :Contractormayterminatethiscontractupon30daysnotice  +)4 toDHSifDHSfailstopayContractorpursuanttothetermsofthiscontractandDHSfailstocurewithin30daysafterreceiptofContractorsnotice,orsuchlongerperiodofcureasContractormayspecifyinsuchnotice. 5%5%   0   5%5%    e.0  Remedies :.,95%5% 0  05%5% (1) 0r5%5%IntheeventofterminationpursuanttoSections9a,9b,9c(1),9c(2)or9dofthisexhibit,Contractors m` soleremedyshallbeaclaimforthesumdesignatedforaccomplishingtheWorkmultipliedbythepercentageofWorkcompletedandacceptedbyDHS,lesspreviousamountspaidandanyclaim(s)whichStatehasagainstContractor.IfpreviousamountspaidtoContractorexceedtheamountduetoContractorunderthisSection,ContractorshallpayanyexcesstoDHSupondemand. r5%r5% #VX3XXX[7#X[XXVX3#VX3XXX[X<#X[XXVX30  05%5%(2)0r5%5% IntheeventofterminationpursuanttoSection9c(3)or9c(4)ofthisexhibit,DHSshallhaveany  remedyavailabletoitinlaworequity.IfitisdeterminedforanyreasonthatContractorwasnotindefaultunderSection9c(3)or9c(4)ofthisexhibit,therightsandobligationsofthepartiesshallbethesameasifthecontractwasterminatedpursuanttoSection9bofthisexhibit. r5%r5%    f.0  ContractorsTenderUponTermination: Uponreceivinganoticeofterminationofthiscontract,  z  Contractorshallimmediatelyceaseallactivitiesunderthiscontract,unlessDHSexpresslydirectsotherwiseinsuchnoticeoftermination.Uponterminationofthiscontract,ContractorshalldelivertoDHSalldocuments,information,worksinprogressandotherpropertythatareorwouldbedeliverableshadthecontractbeencompleted.UponDHSsrequest,ContractorshallsurrendertoanyoneDHSdesignates,alldocuments,researchorobjectsorothertangiblethingsneededtocompletetheWork. 5%5%  10.0  LimitationofLiabilities.EXCEPTFORLIABILITYARISINGUNDERORRELATEDTO   SECTION5aOR9e(2)OFTHISEXHIBIT,NEITHERPARTYSHALLBELIABLEFOR(A)ANYINDIRECT,INCIDENTAL,CONSEQUENTIALORSPECIALDAMAGESUNDERTHECONTRACTOR(B)ANYDAMAGESOFANYSORTARISINGSOLELYFROMTHETERMINATIONOFTHISCONTRACTINACCORDANCEWITHITSTERMS. 5%5% #VX3XXX[<#X[XXVX3SXX[#X[XS2C##VX3XXX[C#X[XXVX3 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. 5%5% #VX3XXX[C#X[XXVX3SXX[#X[XSH##VX3XXX[rH#X[XXVX3 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. 5%5% #VX3XXX[H#X[XXVX3SXX[#X[XSL##VX3XXX[L#X[XXVX3 13.0  ForeignContractor. IfContractorisnotdomiciledinorregisteredtodobusinessintheStateofOregon, 1!$, ContractorshallpromptlyprovidetotheOregonDepartmentofRevenueandtheSecretaryofStateCorporationDivisionallinformationrequiredbythoseagenciesrelativetothiscontract.ContractorshalldemonstrateitslegalcapacitytoperformtheWorkunderthiscontractintheStateofOregonpriortoenteringintothiscontract. 5%5%  14.0  ForceMajeure. NeitherDHSnorContractorshallbeheldresponsiblefordelayordefaultcausedbyfire,riot, %#2 actsofGod,orwarwheresuchcausewasbeyondthereasonablecontrolofDHSorContractor,respectively.Contractorshall,however,makeallreasonableeffortstoremoveoreliminatesuchacauseofdelayordefaultandshall,uponthecessationofthecause,diligentlypursueperformanceofitsobligationsunderthiscontract. 5%5% #VX3XXX[`M#X[XXVX3#VX3XXX[Q#X[XXVX3 15.0  Survival. Allrightsandobligationsshallceaseuponterminationorexpirationofthiscontract,exceptforthe =*0(8 rightsandobligationssetforthintheContractSectionI.EFFECTIVEDATEANDDURATION,andinparagraphs5,6,7,11,15and21ofthisexhibit. 5%5% #VX3XXX[Q#X[XXVX3#VX3XXX[gS#X[XXVX3 16.0  TimeisoftheEssence. Contractoragreesthattimeisoftheessenceunderthiscontract.]-P+<5%5%   O.B,= 17.0  WrittenNotice. Allnoticesregardingthiscontractmustbegiventothepartiesinwritingbypersonal m` deliveryormailingthesame,postageprepaid,tothefollowingaddresses: 5%5% &  #VX3XXX[S#X[XXVX3#VX3XXX[U#X[XXVX30  'tUg&  g#VX3XXX[U#X[XXVX3DHS:0r5%5%0 r5%r5%#VX3XXX[SV#X[XXVX3DHSContractsCoordinator#VX3XXX[V#X[XXVX3Ԁordelegate 5% 5%      r  OregonDepartmentofHumanServices0  05%5%0r5%5%0 r5%r5%500SummerStreetNE#VX3XXX[W#X[XXVX3/MailingCode#VX3XXX[:X#X[XXVX3ԀE03#VX3XXX[X#X[XXVX3 5% 5% 0  05%5%0r5%5%0 r5%r5%SalemOR973101080  5% 5% 0     r  #VX3XXX[X#X[XXVX3FacsimileNumber:5%5%      r  PhoneNumber:#VX3XXX[Y#X[XXVX3   & A 0  Contractor:0 5%5%Entity  5% 5% 0  05%5%0r5%5%0 r5%r5%Address  5% 5% 0  05%5%0r5%5%0 r5%r5%City,State,ZIP  5% 5% ' Z#VX3XXX[Z#X[XXVX3     r  FacsimileNumber: cV       r  PhoneNumber:#VX3XXX[\#X[XXVX3 UH  #VX3XXX[\#X[XXVX3#VX3XXX[I]#X[XXVX30  Anynoticedeliveredbyfacsimileshallbedeemedtobegivenwhenreceiptofthetransmissionisgenerated 9, bythetransmittingmachine.TobeeffectiveagainstDHS,suchfacsimiletransmissionmustbeconfirmedbytelephonenoticetoDHSsContractAdministrator. 5%5% #VX3XXX[]#X[XXVX3SXX[#X[XS0_##VX3XXX[_#X[XXVX3 18.0  Severability. Thepartiesagreethatifanytermorprovisionofthiscontractisdeclaredbyacourtof YL competentjurisdictiontobeillegalorinconflictwithanylaw,thevalidityoftheremainingtermsandprovisionsshallnotbeaffected,andtherightsandobligationsofthepartiesshallbeconstruedandenforcedasifthecontractdidnotcontaintheparticulartermorprovisionheldtobeinvalid. 5%5% #VX3XXX[_#X[XXVX3#VX3XXX[a#X[XXVX3 19.0  Counterparts. Thiscontractmaybeexecutedinseveralcounterparts,allofwhichwhentakentogethershall   constituteoneagreementbindingonallparties,notwithstandingthatallpartiesarenotsignatoriestothesamecounterpart.Eachcopyofthecontractsoexecutedshallconstituteanoriginal. 5%5% & A. #VX3XXX[a#X[XXVX3#VX3XXX[c#X[XXVX3 20.0  DisclosureofSocialSecurityNumber. ContractormustprovideContractorsSocialSecuritynumberunless 7* '.EcContractorprovidesafederaltaxIDnumber.ThisnumberisrequestedpursuanttoORS305.385,OAR12520410(3)andOAR150305.100.SocialSecuritynumbersprovidedpursuanttothisauthoritywillbeusedfortheadministrationofstate,federalandlocaltaxlaws. 5%5% #VX3XXX[c#X[XXVX3#VX3XXX[f#X[XXVX3 21.0  GoverningLaw;Venue;ConsenttoJurisdiction. Thiscontractshallbegovernedbyandconstruedin " accordancewiththelawsoftheStateofOregonwithoutregardtoprinciplesofconflictsoflaw.Anyclaim,action,suitorproceeding(collectively,"Claim")betweenDHS(and/oranyotheragencyordepartmentoftheStateofOregon)andContractorthatarisesfromorrelatestothiscontractshallbebroughtandconductedsolelyandexclusivelywithintheCircuitCourtofMarionCountyfortheStateofOregon;provided,however,iftheclaimmustbebroughtinafederalforum,thenitshallbebroughtandconductedsolelyandexclusivelywithintheUnitedStatesDistrictCourtfortheDistrictofOregon.CONTRACTOR,BYTHEEXECUTIONOFTHISCONTRACT,HEREBYCONSENTSTOTHEINPERSONAMJURISDICTIONOFSAIDCOURTS. 5%5%  22.0  Amendment. Thetermsofthiscontractmaynotbewaived,altered,modified,supplementedoramended, %#, inanymannerwhatsoever,exceptbywrittenagreementsignedbytheparties.Thiscontractwillnotbeamendedaftertheexpirationdate. 5%5% & A 23.0  ConfidentialityofClientInformation (&05%5% 0  a. 05%5%AllinformationastopersonalfactsandcircumstancesobtainedbytheContractor''kontheclientshallbe )'1 treatedasprivilegedcommunications,shallbeheldconfidential,andshallnotbedivulgedwithoutthewrittenconsentoftheclient,hisorherattorney,theresponsibleparentofaminorchild,orhisorherguardianexceptasrequiredbyothertermsofthiscontract.Nothingprohibitsthedisclosureofinformationinsummaries,statistical,orotherformwhichdoesnotidentifyparticularindividuals. 5%5% #VX3XXX[Jf#X[XXVX3#VX3XXX[n#X[XXVX30  b. 05%5%Theuseordisclosureofinformationconcerningclientsshallbelimitedtopersonsdirectlyconnectedwith 7.*,7 theadministrationofthiscontract.Confidentialitypoliciesshallbeappliedtoallrequestsfromoutsidesources.s/f-95%5% #VX3XXX[Hn#X[XXVX3#VX3XXX[o#X[XXVX30  c. 05%5%DHS,ContractorandanysubcontractorwillshareinformationasnecessarytoeffectivelyserveDHS _R clients. 5%5% #VX3XXX[ p#X[XXVX3SXX[#X[XS*q##VX3XXX[ q#X[XXVX3 24.0  CompliancewithApplicableFederalLaw. Contractoragreestocomplywithallfederallawsand  regulationsapplicabletoworkperformedunderthiscontractinclusiveofbutnotlimitedto: 5%5% #VX3XXX[q#X[XXVX3#VX3XXX[r#X[XXVX30  a.05%5% Totheextentitisrequiredtodosobylaw,Contractorshallabidebyallmandatorystandardsandpolicies cV whichrelatetoenergyefficiencyandwhicharecontainedinthestateofOregonenergyconservationplanwhichwasissuedincompliancewiththeEnergyPolicyandConservationAct(PL94-163).Allsubcontractsshallalsobeincompliancewiththeforegoing. 5%5% #VX3XXX[s#X[XXVX3#VX3XXX[u#X[XXVX30  b. 05%5%Bysignatureonthiscontract,theundersignedcertifies,tothebestofhisorherknowledgeandbelief,that:!  5%5% #VX3XXX[Xu#X[XXVX3#VX3XXX[Pv#X[XXVX30  05%5%(1)0r5%5% Nofederallyappropriatedfundshavebeenpaidorwillbepaid,byoronbehalfofContractor,toany   personforinfluencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththeawardingofanyfederalcontract,themakingofanyfederalgrant,themakingofanyfederalloan,theenteringintoofanycooperativeagreement,andtheextension,continuation,renewal,amendment,ormodificationofanyfederalcontract,grant,loan,orcooperativeagreement. r5%r5% #VX3XXX[v#X[XXVX3#VX3XXX[y#X[XXVX30  05%5% (2)0r5%5% Ifanyfundsotherthanfederallyappropriatedfundshavebeenpaidorwillbepaidtoanypersonfor  influencingorattemptingtoinfluenceanofficeroremployeeofanyagency,amemberofCongress,anofficeroremployeeofCongress,oranemployeeofamemberofCongressinconnectionwiththisfederalcontract,grant,loan,orcooperativeagreement,ContractoragreestocompleteandsubmitStandardFormLLL"DisclosureFormtoReportLobbying,"inaccordancewithitsinstructions. r5%r5% #VX3XXX[y#X[XXVX3SXX[#X[XS|##VX3XXX[a|#X[XXVX30  05%5% (3) 0r5%5%Theundersignedshallrequirethatthelanguageofthiscertificationbeincludedintheaward [N documentsforallsubawardsatalltiers(includingsubcontracts,subgrants,andcontractsundergrants,loans,andcooperativeagreements)andthatallsubrecipientsshallcertifyanddiscloseaccordingly. r5%r5% 0  05%5%0r5%5%Thiscertificationisamaterialrepresentationoffactuponwhichreliancewasplacedwhenthistransactionwasmadeorenteredinto.Submissionofthiscertificationisaprerequisiteformakingorenteringintothistransactionimposedbysection1352,title31,U.S.Code.Anypersonwhofailstofiletherequiredcertificationshallbesubjecttoacivilpenaltyofnotlessthan$10,000andnotmorethan$100,000foreachsuchfailure. r5%r5% 0   5%5%   0  c. 05%5%ContractoragreestocomplywithExecutiveOrder11246entitledEqualEmploymentOpportunityas  ' amendedbyExecutiveOrders11375and12086andassupplementedinDepartmentofLaborRegulation41CFRpart60.Allsubcontractsshallalsocomplywiththeseprovisions. 5%5% #VX3XXX[|#X[XXVX3#VX3XXX[W#X[XXVX30  d. 05%5%Ifthesumpayableunderthiscontractexceedsormayexceed$100,000,ContractorshallprovideDHSa #!+ writtenassurancethatContractorwillcomplywithallapplicablestandards,orders,orrequirementsissuedunderSection306oftheCleanAirAct(42USC7401et.seq.),theFederalWaterPollutionControlAct,asamended(33USC1251et.seq.),Section508oftheCleanWaterAct(33USC1368),ExecutiveOrder11738andEnvironmentalProtectionAgencyregulations(40CFRPart15).ContractorfurtheragreestopromptlyreportallinfractionstotheStateofOregon,andtotheDepartmentofHealthandHumanServices,andtotheU.S.RegionalOfficeoftheEnvironmentalProtectionAgency.Allsubcontractsshallalsobeincompliancewiththeseprovisions. 5%5% #VX3XXX[#X[XXVX3SXX[#X[XSI##VX3XXX[*#X[XXVX3 25.0  Year2000ComplianceNotice .IntheeventContractorlearnsorhasreasontobelievethatDHSscomputer *(4 hardwareorsoftwareenvironmentfailstouseadataformatthatexplicitlyspecifiescenturyinanydatedata,ContractorshallpromptlyadviseDHSofsuchfailure. 5%5%  26.0  DepartmentofJusticeApproval. Whenthecontractoramendmentstheretocausethecontractpaymentto 1-$+8 beinexcessof$75,000,theDepartmentofJusticemustapprovethecontractandanyamendmentsastoLegalSufficiency.Suchapprovalisrequiredbeforeanyworkmaybeginunderthiscontractoramendmentsthereto,orthecontractisnotbindingontheStateofOregonorDHS. /,;5%5%  #VX3XXX[#X[XXVX327.0  KeyPerson. ContractoracknowledgesandagreesthatOregonDHSselectedContractor,andisenteringinto _R thisContract,becauseofthespecialqualificationsofContractorskeyperson(s).Inparticular,OregonDHSthroughthisContract,isengagingtheexpertise,experience,judgmentandpersonalattentionofXXXXX(KeyPersonName)#VX3XXX[#X[XXVX3.ContractorsKeyPersonsshallnotdelegateperformanceoftheresponsibilitieshe/sheis 9, requiredtoprovideunderthisContracttoanother(other)ofContractorsemployee(s)withoutfirstobtainingthewrittenconsentofOregonDHS.Further,Contractorshallnotre-assignortransferanyKeyPersontootherdutiesorpositionssuchthatanyKeyPersonisnolongeravailabletoprovideOregonDHSwithhis/herexpertise,experience,judgment,andpersonalattention,withoutfirstobtainingOregonDHSspriorwrittenconsenttosuchre-assignmentortransfer.IntheeventContractorrequeststhatOregonDHSapproveare-assignmentortransferofanyKeyPerson,OregonDHSshallhavetherighttointerview,reviewthequalificationsof,andapproveordisapprovetheproposedreplacementfortheKeyPerson.AnyapprovedsubstituteorreplacementforaKeyPersonshallbedeemedaKeyPersonunderthisContract.#VX3XXX[܋#X[XXVX3ԀInaddition,#VX3XXX[׏# X[XXVX3the )   ContractormustprovideareplacementforanyConsultantwhoceasesaffiliationwiththeContractor,whomDHSdeemsisnotperformingatanacceptablelevelorishinderingthesuccessfulcompletionofassignment(s),isunabletoperformassignedwork,orasrequiredbyDHS.TransitionschedulemustbeapprovedbyDHS.IntheeventthatDHSrequiressuchreplacement,theContractorshallpromptlysubstituteorengageotherqualifiedindividuals.AllsuchreplacementsaresubjecttoDHSspriorreviewandacceptance.IntheeventthatContractorisunabletomeetitsobligationtofurnishareplacementConsultant,DHSmay,atitsoption,terminatethatportionoftheContractwithoutliability,ortocontinuetheContractwithoutreplacement.#VX3XX X['#X[XXVX3  5%5%   #VX3XXX[t#X[XXVX3 ExhibitC  m`  IndependentContractorCertificationStatement  _R “  #VX3XXX[#%X[XXVX3 #VX3XX%X[Ŕ#X[XXVX3V9'XVX3ThisformistobecompletedbyContractor;Corporationsarenotrequiredtocompletethisform. C6  ORS670.600IndependentContractor;standards.AsusedinvariousprovisionsofORSchapters316,656,657and701,anindividual ;. orbusinessentitythatperformslabororservicesforrenumeration'sshallbeconsideredtoperformthelabororservicesasanIndependentContractorifthestandardsofthissectionaremet: Contractorunderstandsthat: {n  P 9XX Xr D"91.0  Theindividualorbusinessentityprovidingthelabororservicesisfreefromdirectionandcontroloverthemeansandmannerof s f providingthelabororservices,subjectonlytotherightoftheAgencyforwhomthelabororservicesareprovidedtospecifythedesiredresults; 5%5% 2.0  Theindividualorbusinessentityprovidinglabororservicesisresponsibleforobtainingallassumedbusinessregistrationsor   professionaloccupationlicensesrequiredbystatelaworlocalgovernmentordinancesfortheindividualorbusinessentitytoconductthebusiness; 5%5% 3.0  Theindividualorbusinessentityprovidinglabororservicesfurnishesthetoolsorequipmentnecessaryforperformanceofthe   contractedlabororservices; 5%5% 4.0  Theindividualorbusinessentityprovidinglabororserviceshastheauthoritytohireandfireemployeestoperformthelaboror   services; 5%5% 5.0  Paymentforthelabororservicesismadeuponcompletionoftheperformanceofspecificportionsoftheprojectorismadeonthe + basisofanannualperiodicretainer. 5%5% *XX*6.0  TheindividualorbusinessentityprovidinglabororserviceisregisteredunderORSchapter701,iftheindividualorbusinessentity  provideslabororservicesforwhichsuchregistrationisrequired; 5%5% 7.0  FederalandstateincometaxreturnsinthenameofthebusinessorabusinessScheduleCorfarmScheduleFaspartofthepersonal cV incometaxreturnwerefiledforthepreviousyeariftheindividualorbusinessentityperformedlabororservicesasanindependentcontractorinthepreviousyear;and 5%5% 8.0  Theindividualorbusinessentityrepresentstothepublicthatthelabororservicesaretobeprovidedbyanindependently  establishedbusiness.ExceptwhenanindividualorbusinessentityfilesaScheduleFaspartofthepersonalincometaxreturnsandtheindividualorbusinessentityperformsfarmlabororservicesthatarereportableonScheduleC,anindividualorbusinessentityisconsideredtobeengagedinanindependentlyestablishedbusinesswhenfourormoreofthefollowingcircumstancesexist.Contractormustmeetfour(4)ormoreofthefollowing: 5%5% *X*  A.0  Thelabororservicesareprimarilycarriedoutatalocationthatisseparatefromtheresidenceofanindividualwhoperforms + thelabororservices,orareprimarilycarriedoutinaspecificportionoftheresidence,whichportionissetasideasthelocationofthebusiness; 5%5%   B.0  Commercialadvertisingorbusinesscardsasiscustomaryinoperationofsimilarbusinessesarepurchasedforthebusiness, k^! ortheindividualorbusinessentityhasatradeassociationmembership; 5%5%   C.0  Telephonelistingandserviceareusedforthebusinessthatisseparatefromthepersonalresidencelistingandserviceusedby # anindividualwhoperformsthelabororservices; 5%5%   D.0  Labororservicesareperformedonlypursuanttowrittencontracts;%5%5%   E.0  Labororservicesareperformedfortwoormoredifferentpersonswithinaperiodofoneyear;or &5%5%   F.0  Theindividualorbusinessentityassumesfinancialresponsibilityfordefectiveworkmanshiporforservicenotprovidedas !' evidencedbytheownershipofperformancebonds,warranties,errorsandomissioninsuranceorliabilityinsurancerelatingtothelabororservicestobeperformed. 5%5% 9.0  PursuanttoOAR1250200410(4),thecontractshallprovidethattheContractorisresponsibleforfederalSocialSecurity,except #!* thosecategoriesexcludedbylaw,andforanyfederalorstatetaxesapplicabletothecontractpayment. 5%5%  IndependentContractorcertifieshe/shemeetstheabovestandardsandagreestoperformthelabororservicesrequiredbythiscontractasanIndependentContractor. P'  '     *   *ContractorSignature ________________________________________________Date_________________ )'1 '   'EntityName(printedortyped): _____________________________________________________________________#V9' z##VX3X'V9;#X[XXVX3 ,*4 #VX3XXX[#X[XXVX3  -+5 #VX3XXX[-#X[XXVX30 @ ExhibitD m`  7 INFORMATIONFORCRIMINALHISTORYCHECKVI1XVX3  u *eFXdd $dd $FX5%X5%e,m dd ,dd , dd +  %  %@] ] *** #VI1#5V31VIHIRINGSUPERVISORTOCOMPLETETHISSECTION #VI135V#1VI*** * |o *C6sNameofDHSSupervisor=sC6 $  $C6sAgency/Address=sC6    C6sPhoneNumber/Extension=sC6(     (*FdXdm dd m dd  dd FX5%X5%,s#dd +  ! 5 (  !@ ***#VI1#5V31VI TOBECOMPLETEDBYAPPLICANT/EMPLOYEE #VI135V#X[XXVX3***(   (0X X (# 70Name(PleasePrint) Last    h First     p Middle    DateofBirth   AF<) xdEXz"A   OtherName(s)Used:(MaidenName,PreviousMarriedName(s),Aliases,LegalNameChanges,AssumedNames,etc.)#X[X&#AF<)V' s#dEV' s#AXX[ #X[Xm#LXX[33#X[XLƴ#33VI1XVX3Sex     SocialSecurityNumber(PerSignedConsentBelow) p     DriversLicenseNumber/Issuing TG State#VI1#X[XXVX3#X[X1#VI1XVX3Male#VI1C#X[XXVX3#X[X#XX[  Female#X[X#VI1XVX3#VI1ض#1VI #VI1##VX3X1VIy#X[XXVX3VI1XVX3  AF<)Vs#dEVs#A %WARNING:Falselyrespondingtoanyofthequestionslistedbelowdisqualifiesyourapplicationbylaw.   EX  X (#X X XE1.  Yes  No0 HaveyoulivedoutsidetheStateofOregonanytimeduringthefive(5)yearpriortodaysdate? 5% 5% 2.  Yes  No0 Haveyoueverbeenconvictedofanycrimelistedonthebackofthisform(orthesubstantialequivalentofanyofthe  crime(s)iftheconvictionoccurredinanotherjurisdictionorinOregonunderadifferentstatutorynameornumber)?  5% 5% IfYES,placean(X)intheboxbesidethecrime(orthesubstantiallyequivalentcrime)and,onaseparatesheetofpaper,describethecircumstancesbywhichyouwereconvictedofthecrime(s)andprovideanyinformationyouhavetohelpusunderstandwhyyoubelieveyourconviction(s)WILLNOTposearisktopersonsinthecareoforreceivingservicesfromDHS,orotherpreventyoufromfulfillingtheresponsibilitiesofyourjob.3.  Yes  No0 Doyouhaveaconcealedhandgunlicense?$"% 5% 5% @. . % '$&$ #VI1,#5V31VIAUTHORIZATIONTODISCLOSESOCIALSECURITYNUMBER#VI135V#1VI   '$( %2(%& (&OAR410070000authorizesDHStorequestyoutovoluntarilyprovideyourSocialSecurityNumbertoDHSforuseasanidentificationnumberforcriminalrecordchecks.FailuretoprovideyourSocialSecurityNumberwillnotbeusedasabasistodenyyouanyrightorbenefit,orprivilegeprovidedbylaw.IfyouprovideyourSocialSecurityNumberandconsenttoitsuse,itwillbeusedonlyforthepurposestatedaboveandwillnotbegiventothegeneralpublic.BysigningthisconsenttodiscloseyourSocialSecurityNumber,youauthorizeDHStodiscloseyourSocialSecurityNumbertoothersifsuchdisclosureisnecessaryforthepurposestatedabove.______________________________________________________________________________________________________________________ConsultantsSignature     h      p       Date .,1 %m`@j j  #VI1'#5V31VIAFFIRMATIONOFACCURATEINFORMATION#VI135V#1VI   %Ihavereviewedandcompletedbothsidesofthisformasapplicabletome.Iunderstandthatsubmittingfalseinformationwilldisqualifymefromworkingat/forDHS.Bymysignaturebelow,Iherebyaffirmthatallinformationprovidedonbothsidesofthisform,andallattachmentsthereto,aretrueandaccurate.       @  @  @ ***#VI1#5V31VI CONSULTANTSSIGNATUREMUSTBEWITNESSED#VI135V#1VI 󀀀***  __________________________________________________________   ' _______________________________________________________ConsultantsSignature    Date h     SignatureofWitness     Date   #VI1#1VI             h     _______________________________________________________h           h     TitleofWitnessh4*eFdds#dd s#FX5%X5%e,dd ,Wdd +  %  %@ \***#VI1b#5V31VI DHSPERSONNELSERVICESUSEONLY #VI135V#X[XXVX3Ԁ*** 'sf 'DateofLEDSCCH/WARRANTS/DMVCheck:______/______/_____   DHSPERSSVCSRECORDSSPEC: wj   ]4X^ ; N <u|,,Xh4!XX  X X]Conviction : ^ Yes  No ;  N Warrant:  < Yes u No |   ValidODL :YesQ<hNo   ContinuedEmployment :  Approved N Denied  # *xFdddd Wdd WFX5%X5%x, $dd +   m` #X[XK#@I I \ IMPORTANTNOTICETOCONSULTANT   1$ SXX[YOURSIGNATUREONTHEFRONTOFTHISFORMMEANSYOUHAVEREVIEWEDTHISLISTOFCRIMESANDCHECKMARKED(4)THOSE 5( CRIMESFORWHICHYOUHAVEBEENCONVICTED.YOURSIGNATUREALSOGRANTSPERMISSIONFORDHSTOVERIFYANYANDALLINFORMATIONYOUHAVEPROVIDEDONTHISFORMANDATTACHEDDOCUMENTS,IFANY.#X[XS-#   LXX[ffӀ#X[XL# = 0 ffSXX[SpecificCrimes:(ORS):   #X[XSH#ffff X`" F X XX^ ; N <u|,,Xh4!X`XX[(  5% 5%(o0  162.02507 * *BribeReceiving 7*7* o0  162.06507 * *Perjury 7*7* o0  162.15507 * *EscapeII 7*7* o0  162.165 7 EscapeIt  * * o  162.185 7 SupplyingContraband aT  o0  162.20507 * *FailuretoAppearIA47*7* o0  162.23507 * *ObstructingGovernmentalorJudicialAdministration!7*7* o0  162.26507 * *BribingaWitness7*7* o0  162.27507 * *BribeReceivingByaWitness7*7* o0  162.28507 * *TamperingWithaWitness7*7* o0  162.30507 * *TamperingWithPublicRecords7*7* o0  162.32507 * *HinderingProsecutiont7*7* o  163.095 7 AggravatedMurder aT o  163.115 7 Murder A4 o  163.118 7 ManslaughterI ! o  163.125 7 ManslaughterII  o  163.145 7 CriminallyNegligentHomicide  o0  163.16007 * *AssaultIV7*7* o  163.165 7 AssaultIII  o  163.175 7 AssaultII t o  163.185 7 AssaultI aT o0  163.19007 * *MenacingA47*7* o0  163.19507 * *RecklesslyEndangeringAnother! 7*7* o  163.200 7 CriminalMistreatmentII !  o  163.205 7 CriminalMistreatmentI !! o  163.225 7 KidnapingII " " o  163.235 7 KidnapingI #!# o  163.275 7 Coercion $t"$ o  163.355 7 RapeIII a%T#% o  163.365 7 RapeII A&4$& o  163.375 7 RapeI !'%' o  163.385 7 SodomyIII (%( o  163.395 7 SodomyII (&) o  163.405 7 SodomyI )'* o  163.408 7 UnlawfulSexualPenetrationII *(+ o  163.411 7 UnlawfulSexualPenetrationI +t), o  163.415 7 SexualAbuseIII a,T*- o  163.425 7 SexualAbuseII A-4+. o  163.427 7 SexualAbuseI !.,/ o  163.435 7 ContributingtotheSexualDelinquencyofaMinor /,0 o  163.445  SexualMisconduct  0 o0  163.4550%%AccostingforDeviatePurposes 1%% o  163.465  PublicIndecency  2 o  163.515  Bigamy t 3 o  163.525  Incest aT4 o  163.535  AbandonmentofaChild A45 o  163.545  ChildNeglectII !6 o  163.547  ChildNeglectI 7 o  163.555  CriminalNonsupport 8 o  163.575  EndangeringtheWelfareofaMinor 9 o  163.670  UsingChildinDisplayofSexuallyExplicitConduct : o  163.6730  DealinginDepictionsofSexualConductInvolvingaChildt;%% o0  163.6750%%SaleofExhibitionofVisualReproductionofSexualConductby aT< Child %% o  163.680  PayingforViewingSexualConduct > o  163.732  Stalking ? o0  164.0430%%TheftIII@%% o0  164.0450%%TheftIIm`A%% o0  164.0550%%TheftIM@B%% o0  164.0570%%AggravatedTheftI- C%% o  164.075  TheftbyExtortion  D o  164.225  BurglaryI E o  164.325  ArsonI F H,F$ 4 X F X XHo  164.395  RobberyIII  G o  164.405  RobberyII !H o  164.415  RobberyI m"` I o0  165.0130%%ForgeryintheFirstDegreeM#@!J%% o0  165.0220%%CriminalPossessionofaForgedInstrumentintheFirstDegree-$ "K%% BX,F$ 4 XBo0  165.0320%%CriminalPossessionofaForgeryDevice %#L%% o0  165.0550%%FraudulentUseofCreditCard(Over$750)%#M%% o0  165.0650%%NegotiatingaBadCheck(ClassFelonyClause)&$N%% o0  165.0700%%PossessionaFraudulentCommunicationDevice'%O%% o0  165.0740%%UnlawfulFactoringofaCreditCardTransaction(&P%% o0  165.0850%%SportsBriberym)`'Q%% o0  165.0900%%SportsBribeReceivingM*@(R%% o0  166.0150%%Riot-+ )S%% o  166.085  AbuseofCorpseII  ,*T o  166.087  AbuseofCorpseI ,*U o  166.155  IntimidationII -+V o  166.165  IntimidationI .,W o  166.220  UnlawfulUseofWeapon /-X o  166.270 7 FeloninPossessionofFirearm m` o0  166.27207**UnlawfulPossessionofMachineGuns,CertainShort M@ barreledFirearms&FirearmsSilencers 7*7* o  166.275 7 PossessionofWeaponsbyInmatesofInstitutions  o  166.3700 7 DischargingFirearmatSchool/PossessionofFirearm  orDangerousWeaponinPublicBuilding 7*7* o  166.382 7 PossessionofDestructiveDevice  o  166.384 7 UnlawfulManufactureofDestructiveDevice  o  166.429 7 UseofFirearmsinFelony  o  166.480 7 SaleorGiftofExplosivestoChildren    o  166.660 7 UnlawfulParamilitaryActivity  x  o  166.720 7 Racketeering e X  o0  167.00707**ProstitutionE 8 7*7* o  167.012 7 PromotingProstitution %   o  167.017 7 CompellingProstitution   o  167.0620 7 SadomasochisticAbuseorSexualConductinLive   Show#X[X_#SXX[(engagingin)#X[XS#XX[qd 7*7* o  167.0620 7 SadomasochisticAbuseorSexualConductinLive QD Show(directing,managing,financing,orpresenting) 7*7* o  167.065 7 FurnishingObsceneMaterialstoMinors  o  167.070 7 SendingObsceneMaterialstoMinors  o  167.075 7 ExhibitinganObscenePerformancetoaMinor }p o  167.080 7 DisplayingObsceneMaterialstoMinors ]P o  167.087 7 DisseminatingObsceneMaterial =0 o  167.090 7 PubliclyDisplayingNudityorSexforAdvertising  Purposeso  167.212 7 TamperingwithDrugRecords | o  167.2620 7 AdultUsingMinorinCommissionofControlled i\ SubstanceOffense(LessThanFiveGramsMarijuana) 7*7* o  411.630 7 UnlawfullyObtainingofPublicAssistance  o  411.840 7 UnlawfullyUsingStampsorCommodities  o0  471.41007**ProvidingLiquortoaPersonUnder21orto  IntoxicatedPerson;MandatoryMinimumPenalties 7*7* o0  475.99207**ProhibitedActsGenerally;Penalties;Affirmative ! DefenseforCertainPeyoteUses 7*7* o0  475.99307**ProhibitedActsforRegistrants;Penaltiesm`#7*7* o0  475.99407**ProhibitedActsInvolvingRecordsandFraud; M@$ Penalties 7*7* o0  475.99507**DistributionofControlledSubstancetoMinors &7*7* o0  475.99607**CrimeCategoryClassificationforViolationof !' 475.992;ProofofCommercialDrugOffense 7*7* o0  475.99907**ManufactureorDeliveryofControlledsubstanceto # ) MinororStudentWithin1,000FeetofSchool 7*7* o0  811.14007**RecklessDrivingq$d"+7*7* o0  811.18207**CriminalDrivingWhileSuspendedorRevokedorin Q%D#, ViolationofaPermit 7*7* o0  811.54007**FleeingorAttemptingtoEludePolice&$.7*7* o0  811.70007**FailuretoPerformdutiesofDriverWhenPropertyis '%/ Damaged 7*7* o0  811.70507**HitandRunVehicle(Injury) )&17*7* o0  813.01007**DrivingUndertheInfluenceofIntoxicant#X[X0##VX3XXX[G#X[XXVX3)'27*7* M m`2 (  * *(     ,)2  /-5 ЇExhibitEConfidentialityAgreementV9'XVX3  qd #V9' zN##VX3X'V9?#  X[XXVX3   V9'XVX3ToallcontractorsworkingonOregonDepartmentofHumanServices(DHS)#V9' z#z 'V9Ԁprojects: yl Forthepurposesofthiscertificatetheterm contractorwillmeanallConsultantsassignedtotheprojectbythecontractor.Oregonslawscontainprovisionsrelationtoconfidentialityofrecords,listsandinformationaboutclientapplicants/clients/recipientsandaboutStateemployees.Theselaws,andthepenaltiesforviolationofthem,pertaintoeverycontractorworkingonDHSprojects,atalllevelsandinanycapacity.AsaconditionofyourcontinuedworkforDHS,youarerequiredtocompletetheconfidentialitytrainingexerciseandsignthiscertificateverifyingthatyouunderstandthelawsandareawareofthepenaltiesforviolation.Ifatsomefuturedate,youhavedoubtsaboutthelegalityofanactionyoumaybeabouttotake,asktherespectiveprojectmanagerforaninterpretation.Youpersonally   arelegallyresponsibleforanyviolationoftheselaws.    ConfidentialityofPersonnelInformation :ORS192.500 ThePublicRecords Actcontainsanumberofexemptions   forinformationmaintainedonStateemployeesincludinga personalprivacyexemptionwhichstates: Thefollowingpublicrecordsareexemptfromdisclosure...Informationofapersonalnaturesuchasthatkeptinapersonal,medicalorsimilarfile,ifthepublicdisclosurethereofwouldconstituteanunreasonableinvasionofprivacy,unlessthepublicinterestbyclearandconvincingevidencerequiresdisclosureintheparticularinstance.Thepartyseekingdisclosureshallhavetheburdenofshowingthatpublicdisclosurewouldnotconstituteanunreasonableinvasionofprivacy.(ORS196.500(2)(b)) ConfidentialityofWelfareApplicants/RecipientsInformation :ORS411.300 Regulationsconcerninguseand E8 custodyofrecords. (1)DHSshallmakeandenforcereasonablerulesandregulationsgoverningthecustody,useand  preservationoftherecords,tapes,filesandcommunicationsofDHS.Theuseofsuchrecords,papers,filesandcommunicationsbyanyotheragencyordepartmentofgovernmentorpersontowhichtheymaybefurnishedshallbelimitedtothepurposesforwhichtheyarefurnishedandbytheprovisionsofthelawunderwhichtheymaybefurnished.ORS411.320 Disclosureanduseofrecordslimited;contentsasaprivilegedcommunication. Fortheprotection E8 ofclients,DHScontractors...shallnotdiscloseorusethecontentsofanyrecords,files,papersorcommunicationsforpurposesotherthanthosedirectlyconnectedwiththeadministrationofthepublicassistancelawsofOregon,andtheserecords,filespapersandcommunicationareconsideredconfidentialsubjecttotherulesandregulationsofDHSanditsDivisions,exceptasotherwiseprovidedinORS411.325to411.335.Inanyjudicialproceedings,exceptproceedingsdirectlyconnectedwiththeadministrationofpublicassistancelaws,theircontentsareconsideredprivilegedcommunications.(Note:ORS421.325and411.330havebeenvoidedbycourtaction.)ORS411.335 Prohibiteduseoflistsornames. Nopersonoragencyshallsolicit,disclose,receive,makeuseof,or   authorize,knowinglypermit,participateinaoracquiesceintheuseof,anylistsofnamesforcommercialorpoliticalpurposesofanynature,foranypurposenotdirectlyconnectedwiththeadministrationofpublicassistancelaws.(Note:ORS411.325and41.330havebeenvoidedbycourtaction.)ORS411.990 Penalties (1)ViolationofORS411.320to411.335ispunishable,uponconviction,byafineofnotmore  $ than$1,000orbyimprisonmentinthecountyjailfornotmorethan60days,orbyboth.ViolationofORS192.500iscausefordisciplinaryactionunderORS240.555. Instructions: Contractorandsupervisorwillsignpriortostartofwork.ReturnoriginaltotheDHSProjectManager "| ' ordesignee.IcertifythatIhavereadtheforegoing.MysignaturebelowmeansthatIunderstandtheprovisionsoflawpertainingtotheconfidentialityofDHSrecordsandinformation.IalsounderstandthattheselawsmaychangefromtimetotimeandthatitismyresponsibilitytoreadandunderstandthesechangesasIamnotifiedofthem.K%X ,X9er4 hXXK$Name(pleaseprint): ___________________________________________________________________________ (&. Signature:_______________________________________________ p Date_____________________ -, *1 SupervisorsSignature:________________________________________________Date_____________________#V9' z#0_#VX3X'V9>#%X[XXVX3  ]/P-4 #VX3XX%X[u# %X[XXVX3     S       I  ]ExhibitG m` ]^  ^__SBI_ԀEmeraldProposaltoSolicitation_RFP_Ԁ1168_ gg uh  @  @  @  @  @S  @  @ #VX3XX%X[#K%X[XXVX3M @  @I  @  @  @p  @  @   @  @  @  @ #VX3XX%X[# & A ?XX ,X9er4 hX?`%X[XXVX3bg^  ^g @  @  @  @  @`  @  @ #VX3XX%X[#d%X[XXVX3f @h  @  @  @p  @  @   @x  @  @ #VX3XX%X[#XW%X[XXVX3Y @  @  @`  @  @  @h  @  @  @  @  @  @`  @  @ #VX3XX%X[#[%X[XXVX3] @h  @  @  @p  @  @   @x  @  @  @  @  @`  @  @  @h  @  @  @p  @ #VX3XX%X[#' g& A g g