Department of Enterprise Services



State of Washington

Department of Enterprise Services

(DES)

[pic]

Contract #03712 Lean Consulting Services

Contract, Pricing and Order Information

(effective January 3, 2016)

For Purchases of Materials, Supplies, Services, and Equipment

Under the Authority of Chapter 43.19 RCW

DES Contact Information

|Contracts Specialist: |Connie Stacy |

|Phone Number: |(360) 407-9403 |

|Fax Number: |(360) 586-2426 |

|Email: |Connie.stacy@des. |

2nd-Tier Process, Templates, and Contract Overview

|2nd-Tier Selection Process: |[pic] |

|Work Request Template: |[pic] |

|Work Order Template: |[pic] |

|Work Close Out Process: |[pic] |

|Contract Title: |Lean Consultant Services |

|Term: |January 4, 2016 through July 3, 2016 unless rebid/award supersedes full extension |

|For use by: |Any state agency or member of the Master Contracts Usage Agreement |

|Contract type: |Convenience |

|Vendor Scope: |Three categories have separate vendor pools/multiple contractors |

CONTRACT CHANGES AND AMENDMENTS

|Effective Date |Amendment # |Change(s) |

|April 1, 2014 |One |Incorporate .74% management fee and require contractors to reports sales data on a|

| | |quarterly basis |

|November 4, 2014 | |Update contact information for ICF Incorporated |

|December 16, 2014 |Two |Extend contract through January 3, 2016 or until such time that a replacement |

| | |contract has been awarded. Note that all contractors with the exception of Grant |

| | |Thornton have agreed to extension. This firm has been deleted accordingly. |

|January 3, 2016 |Four |Extend contract through July 3, 2016 or until such time that replacement Contract |

| | |#01215 has been awarded. The following contractors have agreed to the extension |

| | |which is reflected in the attachments and the WEBS prequalified lists by category:|

| | |Ceptara |

| | |Coraggio |

| | |Honsha |

| | |Impact Washington |

| | |Integris |

| | |Kocer |

| | |Mass Ingenuity |

| | |QPIC |

Contract Information

Category 1: Leadership and Cultural Change-This category includes services related to coaching, mentoring, and training leaders to help organizations change their culture to become a Lean organization. This category includes a planning component.

Category 2: Training-This category includes services related to training state employees to understand and apply Lean concepts and tools.

Category 3: Facilitating Lean Process Improvement- This category includes the implementation, deployment, measurement, and follow up to Lean process improvement efforts and events as well as project management and facilitation experience and approach

|Awarded Contractors |Categories |M/W/V Status |Signed Contracts and exceptions |Signed Amendments to Extend |

|Coraggio Group | | |[pic] |[pic] |

| |1, 2 & 3 | | | |

|Honsha | | |[pic] |[pic] |

| |1, 2 & 3 |W | | |

|Impact WA | | |[pic] |[pic] |

| |1, 2 & 3 | | | |

|Integris | | |[pic] |[pic] |

| |1 | | | |

|Kocer | | | |[pic] |

| |3 | |[pic] | |

|Mass Ingenuity | | |[pic] |[pic] |

| |1, 2 & 3 | | | |

|QPIC | | |[pic] |[pic] |

| |1 & 2 | | | |

Vendor Pool and Not-to-Exceed (NTE) Hourly Pricing Information

The NTE Hourly Rates include all expenses a contractor would incur within a 50 mile radius. Additional travel expenses (if any) for Contractors providing services at locations which exceed 50 miles 1-way, may be included in the second-tier process. Contractor will only be reimbursed for expenses that were submitted and approved in advance.

|Awarded Contractors |NTE Hourly Pricing |NTE Hourly Pricing |NTE Hourly Pricing |

| |Category 1 |Category 2 |Category 3 |

|Ceptara |NA |$225.00 |$160.00 |

|Coraggio Group |$225.00 |$225.00 |$225.00 |

|Honsha |$250.00 |$250.00 |$250.00 |

|Impact WA |$225.00 |$225.00 |$225.00 |

|Integris |$345.00 |NA |NA |

|Kocer |NA |NA |$165.00 |

|Mass Ingenuity |$160.00 |$100.00 |$175.00 |

|QPIC |$320.00 |$300.00 |NA |

Contractor Information

|Contractor: |CEPTARA |

| |PO BOX 12549 |

| |MILL CREEK, WA 98082 |

|Primary Contact: |Chris Lindstrom |

| |Phone: 888-942-4625 ext. 700 |

| |Fax: 888-942-4625 |

| |Email: Chris.lindstrom@ |

|Customer Service |Same as above |

|Invoicing/Billing |Lisa Childs |

| |Phone: 888-942-4625 ext. 701 |

| |Fax: 888-942-4625 |

| |Email: Lisa.childs@ |

|Web address: | |

|Federal ID No.: |80-0340939 |

|WA State UBI No.: |602-891-923 |

|Estimated Contract worth: |$0.00/two years |

|Payment address: |PO Box 12549 |

| |Mill Creek, WA 98082 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

|Contractor: |CORAGGIO GROUP |

| |2240 N. INTERSTATE AVE., STE 300 |

| |PORTLAND, OR 97227 |

|Primary Contact: |Holly Valkama-Principal |

| |Phone: 503-493-1452 |

| |Fax: 503-284-1311 |

| |Email: holly@ |

|Customer Service |Angela Swensen |

| |Phone: 503-493-1452 |

| |Fax: 503-284-1311 |

| |Email: angela@ |

|Invoicing/Billing |Same as above |

|Web address: | |

|Federal ID No.: |20-2833669 |

|WA State UBI No.: |603-046-568 |

|Estimated Contract worth: |$76,625.00/two years |

|Payment address: |2240 N. Interstate Ave., Ste 300 |

| |Portland, OR 97227 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

|Contractor: |HONSHA |

| |1420 MONTELENA CT. |

| |VISTA, CA 92084 |

|Primary Contact: |Darril Wilburn-Managing Partner |

| |Phone: 210-287-0365 |

| |Fax: 210-586-3570 |

| |Email: d.wilburn@ |

|Customer Service |Same as above |

|Invoicing/Billing |Elizete Nagayma-Admin |

| |Phone: 408-316-3803 |

| |Fax: 909-612-8830 |

| |Email: e.nagayma@ |

|Web address: | |

|Federal ID No.: |27-1698932 |

|WA State UBI No.: |In progress |

|Contract Worth: |$33,000.00/two years |

|Payment address: |1420 Montelena Ct. |

| |Vista, CA 92084 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

|Contractor: |IMPACT WASHINGTON ( FORMERLY WASHINGTON MANUFACTURING SERVICES) |

| |8227 44TH AVE. WEST, STE. D |

| |PO BOX 886 |

| |MUKILTEO, WA 98275 |

|Primary Contact: |Roger Milliman-Project Manager |

| |Phone: 360-589-3790 |

| |Email: rmilliman@ |

|Customer Service |Shauntel Schleuter |

| |Phone: 425-438-1146 ext. 101 |

| |Fax: 425-438-2755 |

| |Email: sschlueter@ |

|Invoicing/Billing |Amy Romer-CFO |

| |Phone: 425-438-1146 ext. 108 |

| |Fax: 425-438-2755 |

| |Email: aromer@ |

|Web address: | |

|Federal ID No.: |91-173-5367 |

|WA State UBI No.: |601-72-3974 |

|Estimated Contract worth: |$2790.00/two years |

|Payment address: |8227 44th Ave. West, Ste. D |

| |PO Box 886 |

| |Mukilteo, WA 98275 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

|Contractor: |INTEGRIS PERFORMANCE ADVISORS |

| |1547 PALOS VERDES MALL, #139 |

| |WALNUT CREEK, CA 94596-2228 |

|Primary Contact: |Brett Cooper |

| |Phone: 619-251-2667 |

| |Email: Brett.Cooper@ |

|Customer Service |Tracy O’Rourke |

| |Phone: 619-654-9769 |

| |Email: Tracy.ORourke@ |

|Invoicing/Billing |Brett Cooper |

| |Phone: 619-251-2667 |

| |Email: Brett.Cooper@ |

|Web address: | |

|Federal ID No.: |45-2609999 |

|WA State UBI No.: |603-189-114 |

|Estimated Contract worth: |$240,800.00/two years |

|Payment address: |Integris Performance Advisors |

| |29 master Circle |

| |Marlton NJ 08053-3745 |

|Order placement address: |1547 Palos Verdes Mall, #139 |

| |Walnut Creek, CA 94596-2228 |

|Payment terms: |Net 30 days |

|Contractor: |KOCER CONSULTING AND ENGINEERING, PLLC |

| |3147 FAIRVIEW AVE. E. SUITE 100 |

| |SEATTLE, WA 98102 |

|Primary Contact: |Dan Kocer-President |

| |Phone: 206-919-4949 |

| |Fax: 206-274-8369 |

| |Email: dkocer@ |

|Customer Service |Same as above |

|Invoicing/Billing |Same as above |

|Web address: | |

|Federal ID No.: |20-8320145 |

|WA State UBI Mo.: |602065951 |

|Estimated Contract worth: |$0.00/two years |

|Payment address: |3147 Fairview Ave. E. Suite 100 |

| |Seattle, WA 98102 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

|Contractor: |MASS INGENUITY |

| |18645 SW FARMINGTON RD. |

| |ALOHA, OR 97007 |

|Primary Contact: |Aaron Howard-President & CEO |

| |Phone: 206-550-3503 (cell) |

| |Fax: 206-374-2542 |

| |Email: ahoward@ |

|Customer Service |Kelly Ferguson-VP of Sales and Marketing |

| |Phone: 206-300-7220 (cell) |

| |Fax: 206-374-2542 |

| |Email: kferguson@ |

|Invoicing/Billing |Karen Grinnell-Bookkeeper |

| |Phone: 503-591-8923 (cell) |

| |Fax: 503-848-3802 |

| |Email: karengrinnell@ |

|Web address: | |

|Federal ID No.: |27-2843343 |

|WA State UBI No.: |603-173-403 |

|Estimated Contract worth: |$688,720.00/two years |

|Payment address: |18645 SW Farmington Rd. |

| |Aloha, OR 97007 |

|Order placement address: |5331 SW Macadam Ave. Suite 122 |

| |Portland, OR 97239 |

|Payment terms: |Net 30 days |

|Contractor: |QPIC,LLC |

| |21 APACHE LANE |

| |MARLBOROUGH, CT 06447 |

|Primary Contact: |Harry Kenworthy-Principal |

| |Phone: 860-295-9134 |

| |Fax: NA |

| |Email: hwk455@ |

|Customer Service |Same as above |

|Invoicing/Billing |Same as above |

|Web address: | |

|Federal ID No.: |20-0763052 |

|WA State UBI No.: | |

|Estimated Contract worth: |$0.00/two years |

|Payment address: |21 Apache lane |

| |Marlborough, CT 06447 |

|Order placement address: |Same as above |

|Payment terms: |Net 30 days |

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