BIDS MUST BE SEALED AND ADDRESSED TO: AGENCY ADDRESS:

BIDS MUST BE SEALED AND ADDRESSED TO: AGENCY ADDRESS:
State of Wisconsin Wis. Statutes s.16.75 DOA-3070 (R08/2003)
BIDS MUST BE SEALED AND ADDRESSED TO:
AGENCY ADDRESS:
WI Department of Children and Families
DES Bureau of Finance, Procurement
201 E. Washington Ave., 2nd floor
P.O. Box 8916
Madison, WI 53708-8916
Bid envelope must be sealed and plainly marked in lower corner with due date and Request for Bid # CFA0081.
Late bids will be rejected. Bids MUST be date and time stamped by the soliciting procurement office on or before
the date and time that the bid is due. Bids dated and time stamped in another office will be rejected. Receipt of a
bid by the mail system does not constitute receipt of a bid by the procurement office. Any bid which is inadvertently
opened as a result of not being properly and clearly marked is subject to rejection. Bids must be submitted
separately, i.e., not included with sample packages or other bids. Bid openings are public unless otherwise
specified. Records will be available for public inspection after issuance of the notice of intent to award or the award
of the contract. Bidder should contact person named below for an appointment to view the bid record. Bids shall
be firm for acceptance for sixty (60) days from date of bid opening, unless otherwise noted. The attached terms
and conditions apply to any subsequent award.
REQUEST FOR BID CFA0081
THIS IS NOT AN ORDER
BIDDER (Name and Address)
Bids MUST be in this office no later than
March 10, 2011 at 2:00 PM
Name (Contact for further information)
Sue Handrich-Herr
Phone
Date
608-261-1539
2/23/11
Quote Price and Delivery FOB
Destination
Fax bids are accepted
Item
No.
Quantity
and Unit
Fax bids are not accepted
Hourly
Rate
Description
Total
Consulting Services for Quest Software Including Database
Management solution Shareplex
Phase 1 – 2 days x 8 Hours, Total 16 Hours – 29th March 2011
$
$
Phase 2 – 6 days x 8 Hours, Total 48 Hours – 6th April 2011
$
$
Phase 3 – 7 days x 8 Hours, Total 56 hours – 15th April 2011
$
$
Training 3 days x 8 Hours, Total 24 Hours – 20th April 2011
$
$
Total Cost
$
Payment Terms
Delivery Time
We claim minority bidder preference [Wis. Stats. s. 16.75(3m)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Minority Business Enterprises. Bidder must be
certified by the Wisconsin Department of Commerce. If you have questions concerning the certification process, contact the Wisconsin Department of Commerce, 5th Floor, 201 W.
Washington Ave., Madison, Wisconsin 53702, (608) 267-9550. Does Not Apply to Printing Bids.
We are a work center certified under Wis. Stats. s. 16.752 employing persons with severe disabilities. Questions concerning the certification process should be addressed to the Work Center
Program, State Bureau of Procurement, 6th Floor, 101 E. Wilson St., Madison, Wisconsin 53702, (608) 266-2605.
Wis. Stats. s. 16.754 directs the state to purchase materials which are manufactured to the greatest extent in the United States when all other factors are substantially equal. Materials covered in
our bid were manufactured in whole or in substantial part within the United States, or the majority of the component parts thereof were manufactured in whole or in substantial part in the United
States.
Yes
No
Unknown
In signing this bid we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free
competition; that no attempt has been made to induce any other person or firm to submit or not to submit a bid; that this bid has been independently arrived at without collusion with any other
bidder, competitor or potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or competitor; that the above statement is accurate under
penalty of perjury.
We will comply with all terms, conditions and specifications required by the state in this Request for Bid and all terms of our bid.
Name of Authorized Company Representative (Type or Print)
Title
Phone
Fax
Signature of Above
Date
Federal Employer Identification No.
(
(
)
)
Social Security No. if Sole
Proprietor (Voluntary)
This form can be made available in accessible formats upon request to qualified individuals with disabilities.
STANDARD TERMS & CONDITIONS, DOA-3054 (R10/2005)
1.0
SPECIFICATIONS: The specifications in this request are the minimum acceptable. When specific manufacturer and model numbers are used, they
are to establish a design, type of construction, quality, functional capability and/or performance level desired. When alternates are bid/proposed,
they must be identified by manufacturer, stock number, and such other information necessary to establish equivalency. The State of Wisconsin
shall be the sole judge of equivalency. Bidders/proposers are cautioned to avoid bidding alternates to the specifications which may result in
rejection of their bid/proposal.
2.0
DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from original text, terms, conditions, or specifications shall be described fully, on the
bidder's/proposer's letterhead, signed, and attached to the request. In the absence of such statement, the bid/proposal shall be accepted as in
strict compliance with all terms, conditions, and specifications and the bidders/proposers shall be held liable.
3.0
QUALITY: Unless otherwise indicated in the request, all material shall be first quality. Items which are used, demonstrators, obsolete, seconds, or
which have been discontinued are unacceptable without prior written approval by the State of Wisconsin.
4.0
QUANTITIES: The quantities shown on this request are based on estimated needs. The state reserves the right to increase or decrease quantities to
meet actual needs.
5.0
DELIVERY: Deliveries shall be F.O.B. destination freight prepaid and included unless otherwise specified.
6.0
PRICING AND DISCOUNT: The State of Wisconsin qualifies for governmental discounts and its educational institutions also qualify for educational
discounts. Unit prices shall reflect these discounts.
6.1
Unit prices shown on the bid/proposal or contract shall be the price per unit of sale (e.g., gal., cs., doz., ea.) as stated on the request or
contract. For any given item, the quantity multiplied by the unit price shall establish the extended price, the unit price shall govern in the
bid/proposal evaluation and contract administration.
6.2
Prices established in continuing agreements and term contracts may be lowered due to general market conditions, but prices shall not be
subject to increase for ninety (90) calendar days from the date of award. Any increase proposed shall be submitted to the contracting agency
thirty (30) calendar days before the proposed effective date of the price increase, and shall be limited to fully documented cost increases to
the contractor which are demonstrated to be industry wide. The conditions under which price increases may be granted shall be expressed in
bid/proposal documents and contracts or agreements.
6.3
In determination of award, discounts for early payment will only be considered when all other conditions are equal and when payment
terms allow at least fifteen (15) days, providing the discount terms are deemed favorable. All payment terms must allow the option of net
thirty (30).
7.0
UNFAIR SALES ACT: Prices quoted to the State of Wisconsin are not governed by the Unfair Sales Act.
8.0
ACCEPTANCE-REJECTION: The State of Wisconsin reserves the right to accept or reject any or all bids/proposals, to waive any technicality in any
bid/proposal submitted, and to accept any part of a bid/proposal as deemed to be in the best interests of the State of Wisconsin.
Bids/proposals MUST be date and time stamped by the soliciting procurement office on or before the date and time that the bid/proposal is due.
Bids/proposals date and time stamped in another office will be rejected. Receipt of a bid/proposal by the mail system does not constitute receipt
of a bid/proposal by the procurement office.
9.0
METHOD OF AWARD: Award shall be made to the lowest responsible, responsive bidder unless otherwise specified.
10.0
ORDERING: Purchase orders or releases via purchasing cards shall be placed directly to the contractor by an authorized agency. No other purchase
orders are authorized.
11.0
PAYMENT TERMS AND INVOICING: The State of Wisconsin normally will pay properly submitted vendor invoices within thirty (30) days of receipt
providing goods and/or services have been delivered, installed (if required), and accepted as specified.
Invoices presented for payment must be submitted in accordance with instructions contained on the purchase order including reference to
purchase order number and submittal to the correct address for processing.
A good faith dispute creates an exception to prompt payment.
12.0
TAXES: The State of Wisconsin and its agencies are exempt from payment of all federal tax and Wisconsin state and local taxes on its purchases
except Wisconsin excise taxes as described below.
The State of Wisconsin, including all its agencies, is required to pay the Wisconsin excise or occupation tax on its purchase of beer, liquor, wine,
cigarettes, tobacco products, motor vehicle fuel and general aviation fuel. However, it is exempt from payment of Wisconsin sales or use tax on its
purchases. The State of Wisconsin may be subject to other states' taxes on its purchases in that state depending on the laws of that state.
Contractors performing construction activities are required to pay state use tax on the cost of materials.
13.0
GUARANTEED DELIVERY: Failure of the contractor to adhere to delivery schedules as specified or to promptly replace rejected materials shall
render the contractor liable for all costs in excess of the contract price when alternate procurement is necessary. Excess costs shall include the
administrative costs.
14.0
ENTIRE AGREEMENT: These Standard Terms and Conditions shall apply to any contract or order awarded as a result of this request except where
special requirements are stated elsewhere in the request; in such cases, the special requirements shall apply. Further, the written contract and/or
order with referenced parts and attachments shall constitute the entire agreement and no other terms and conditions in any document,
acceptance, or acknowledgment shall be effective or binding unless expressly agreed to in writing by the contracting authority.
15.0
APPLICABLE LAW AND COMPLIANCE: This contract shall be governed under the laws of the State of Wisconsin. The contractor shall at all times
comply with and observe all federal and state laws, local laws, ordinances, and regulations which are in effect during the period of this contract and
which in any manner affect the work or its conduct. The State of Wisconsin reserves the right to cancel this contract if the contractor fails to follow
the requirements of s. 77.66, Wis. Stats., and related statutes regarding certification for collection of sales and use tax. The State of Wisconsin also
reserves the right to cancel this contract with any federally debarred contractor or a contractor that is presently identified on the list of parties
excluded from federal procurement and non-procurement contracts.
16.0
ANTITRUST ASSIGNMENT: The contractor and the State of Wisconsin recognize that in actual economic practice, overcharges resulting from
antitrust violations are in fact usually borne by the State of Wisconsin (purchaser). Therefore, the contractor hereby assigns to the State of
Wisconsin any and all claims for such overcharges as to goods, materials or services purchased in connection with this contract.
17.0
ASSIGNMENT: No right or duty in whole or in part of the contractor under this contract may be assigned or delegated without the prior written
consent of the State of Wisconsin.
18.0
WORK CENTER CRITERIA: A work center must be certified under s. 16.752, Wis. Stats., and must ensure that when engaged in the production of
materials, supplies or equipment or the performance of contractual services, not less than seventy-five percent (75%) of the total hours of direct
labor are performed by severely handicapped individuals.
19.0
NONDISCRIMINATION/AFFIRMATIVE ACTION: In connection with the performance of work under this contract, the contractor agrees not to
discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition,
developmental disability as defined in s. 51.01(5), Wis. Stats., sexual orientation as defined in s. 111.32(13m), Wis. Stats., or national origin. This
provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to
sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities.
19.1
Contracts estimated to be over twenty-five thousand dollars ($25,000) require the submission of a written affirmative action plan by the
contractor. An exemption occurs from this requirement if the contractor has a workforce of less than twenty-five (25) employees. Within
fifteen (15) working days after the contract is awarded, the contractor must submit the plan to the contracting state agency for approval.
Instructions on preparing the plan and technical assistance regarding this clause are available from the contracting state agency.
19.2
The contractor agrees to post in conspicuous places, available for employees and applicants for employment, a notice to be provided by the
contracting state agency that sets forth the provisions of the State of Wisconsin's nondiscrimination law.
19.3
Failure to comply with the conditions of this clause may result in the contractor's becoming declared an "ineligible" contractor, termination
of the contract, or withholding of payment.
20.0
PATENT INFRINGEMENT: The contractor selling to the State of Wisconsin the articles described herein guarantees the articles were manufactured
or produced in accordance with applicable federal labor laws. Further, that the sale or use of the articles described herein will not infringe any
United States patent. The contractor covenants that it will at its own expense defend every suit which shall be brought against the State of
Wisconsin (provided that such contractor is promptly notified of such suit, and all papers therein are delivered to it) for any alleged infringement of
any patent by reason of the sale or use of such articles, and agrees that it will pay all costs, damages, and profits recoverable in any such suit.
21.0
SAFETY REQUIREMENTS: All materials, equipment, and supplies provided to the State of Wisconsin must comply fully with all safety requirements
as set forth by the Wisconsin Administrative Code and all applicable OSHA Standards.
22.0
WARRANTY: Unless otherwise specifically stated by the bidder/proposer, equipment purchased as a result of this request shall be warranted
against defects by the bidder/proposer for one (1) year from date of receipt. The equipment manufacturer's standard warranty shall apply as a
minimum and must be honored by the contractor.
23.0
INSURANCE RESPONSIBILITY: The contractor performing services for the State of Wisconsin shall:
23.1
23.2
23.3
Maintain worker's compensation insurance as required by Wisconsin Statutes, for all employees engaged in the work.
Maintain commercial liability, bodily injury and property damage insurance against any claim(s) which might occur in carrying out this
agreement/contract. Minimum coverage shall be one million dollars ($1,000,000) liability for bodily injury and property damage including
products liability and completed operations. Provide motor vehicle insurance for all owned, non-owned and hired vehicles that are used in
carrying out this contract. Minimum coverage shall be one million dollars ($1,000,000) per occurrence combined single limit for automobile
liability and property damage.
The state reserves the right to require higher or lower limits where warranted.
24.0
CANCELLATION: The State of Wisconsin reserves the right to cancel any contract in whole or in part without penalty due to nonappropriation of
funds or for failure of the contractor to comply with terms, conditions, and specifications of this contract.
25.0
VENDOR TAX DELINQUENCY: Vendors who have a delinquent Wisconsin tax liability may have their payments offset by the State of Wisconsin.
26.0
PUBLIC RECORDS ACCESS: It is the intention of the state to maintain an open and public process in the solicitation, submission, review, and
approval of procurement activities.
Bid/proposal openings are public unless otherwise specified. Records may not be available for public inspection prior to issuance of the notice of
intent to award or the award of the contract.
27.0
28.0
PROPRIETARY INFORMATION: Any restrictions on the use of data contained within a request, must be clearly stated in the bid/proposal itself.
Proprietary information submitted in response to a request will be handled in accordance with applicable State of Wisconsin procurement
regulations and the Wisconsin public records law. Proprietary restrictions normally are not accepted. However, when accepted, it is the vendor's
responsibility to defend the determination in the event of an appeal or litigation.
27.1
Data contained in a bid/proposal, all documentation provided therein, and innovations developed as a result of the contracted commodities
or services cannot be copyrighted or patented. All data, documentation, and innovations become the property of the State of Wisconsin.
27.2
Any material submitted by the vendor in response to this request that the vendor considers confidential and proprietary information and
which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or material which can be kept confidential under the Wisconsin public
records law, must be identified on a Designation of Confidential and Proprietary Information form (DOA-3027). Bidders/proposers may
request the form if it is not part of the Request for Bid/Request for Proposal package. Bid/proposal prices cannot be held confidential.
DISCLOSURE: If a state public official (s. 19.42, Wis. Stats.), a member of a state public official's immediate family, or any organization in which a
state public official or a member of the official's immediate family owns or controls a ten percent (10%) interest, is a party to this agreement, and if
this agreement involves payment of more than three thousand dollars ($3,000) within a twelve (12) month period, this contract is voidable by the
state unless appropriate disclosure is made according to s. 19.45(6), Wis. Stats., before signing the contract. Disclosure must be made to the State
of Wisconsin Ethics Board, 44 East Mifflin Street, Suite 601, Madison, Wisconsin 53703 (Telephone 608-266-8123).
State classified and former employees and certain University of Wisconsin faculty/staff are subject to separate disclosure requirements, s. 16.417,
Wis. Stats.
29.0
RECYCLED MATERIALS: The State of Wisconsin is required to purchase products incorporating recycled materials whenever technically and
economically feasible. Bidders are encouraged to bid products with recycled content which meet specifications.
30.0
MATERIAL SAFETY DATA SHEET: If any item(s) on an order(s) resulting from this award(s) is a hazardous chemical, as defined under 29CFR
1910.1200, provide one (1) copy of a Material Safety Data Sheet for each item with the shipped container(s) and one (1) copy with the invoice(s).
31.0
PROMOTIONAL ADVERTISING/NEWS RELEASES: Reference to or use of the State of Wisconsin, any of its departments, agencies or other subunits,
or any state official or employee for commercial promotion is prohibited. News releases pertaining to this procurement shall not be made without
prior approval of the State of Wisconsin. Release of broadcast e-mails pertaining to this procurement shall not be made without prior written
authorization of the contracting agency.
32.0
HOLD HARMLESS: The contractor will indemnify and save harmless the State of Wisconsin and all of its officers, agents and employees from all
suits, actions, or claims of any character brought for or on account of any injuries or damages received by any persons or property resulting from the
operations of the contractor, or of any of its contractors, in prosecuting work under this agreement.
33.0
FOREIGN CORPORATION: A foreign corporation (any corporation other than a Wisconsin corporation) which becomes a party to this Agreement is
required to conform to all the requirements of Chapter 180, Wis. Stats., relating to a foreign corporation and must possess a certificate of authority
from the Wisconsin Department of Financial Institutions, unless the corporation is transacting business in interstate commerce or is otherwise
exempt from the requirement of obtaining a certificate of authority. Any foreign corporation which desires to apply for a certificate of authority
should contact the Department of Financial Institutions, Division of Corporation, P. O. Box 7846, Madison, WI 53707-7846; telephone (608) 2617577.
34.0
WORK CENTER PROGRAM: The successful bidder/proposer shall agree to implement processes that allow the State agencies, including the
University of Wisconsin System, to satisfy the State's obligation to purchase goods and services produced by work centers certified under the State
Use Law, s.16.752, Wis. Stat. This shall result in requiring the successful bidder/proposer to include products provided by work centers in its catalog
for State agencies and campuses or to block the sale of comparable items to State agencies and campuses.
35.0
FORCE MAJEURE: Neither party shall be in default by reason of any failure in performance of this Agreement in accordance with reasonable control
and without fault or negligence on their part. Such causes may include, but are not restricted to, acts of nature or the public enemy, acts of the
government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes and unusually
severe weather, but in every case the failure to perform such must be beyond the reasonable control and without the fault or negligence of the
party.
SUPPLEMENTAL STANDARD TERMS AND CONDITIONS FOR PROCUREMENT OF SERVICES, DOA-3681 (R01/2001)
1.0
ACCEPTANCE OF BID/PROPOSAL CONTENT: The contents of the bid/proposal of the successful contractor will become contractual obligations if
procurement action ensues.
2.0
CERTIFICATION OF INDEPENDENT PRICE DETERMINATION: By signing this bid/proposal, the bidder/proposer certifies, and in the case of a joint
bid/proposal, each party thereto certifies as to its own organization, that in connection with this procurement:
2.1
The prices in this bid/proposal have been arrived at independently, without consultation, communication, or agreement, for the purpose of
restricting competition, as to any matter relating to such prices with any other bidder/proposer or with any competitor;
2.2
Unless otherwise required by law, the prices which have been quoted in this bid/proposal have not been knowingly disclosed by the
bidder/proposer and will not knowingly be disclosed by the bidder/proposer prior to opening in the case of an advertised procurement or prior
to award in the case of a negotiated procurement, directly or indirectly to any other bidder/proposer or to any competitor; and
2.3
No attempt has been made or will be made by the bidder/proposer to induce any other person or firm to submit or not to submit a
bid/proposal for the purpose of restricting competition.
2.4
Each person signing this bid/proposal certifies that: He/she is the person in the bidder's/proposer's organization responsible within that
organization for the decision as to the prices being offered herein and that he/she has not participated, and will not participate, in any action
contrary to 2.1 through 2.3 above; (or)
He/she is not the person in the bidder's/proposer's organization responsible within that organization for the decision as to the prices being
offered herein, but that he/she has been authorized in writing to act as agent for the persons responsible for such decisions in certifying that
such persons have not participated, and will not participate in any action contrary to 2.1 through 2.3 above, and as their agent does hereby so
certify; and he/she has not participated, and will not participate, in any action contrary to 2.1 through 2.3 above.
3.0
DISCLOSURE OF INDEPENDENCE AND RELATIONSHIP:
3.1
Prior to award of any contract, a potential contractor shall certify in writing to the procuring agency that no relationship exists between the
potential contractor and the procuring or contracting agency that interferes with fair competition or is a conflict of interest, and no relationship
exists between the contractor and another person or organization that constitutes a conflict of interest with respect to a state contract. The
Department of Administration may waive this provision, in writing, if those activities of the potential contractor will not be adverse to the
interests of the state.
3.2
Contractors shall agree as part of the contract for services that during performance of the contract, the contractor will neither provide
contractual services nor enter into any agreement to provide services to a person or organization that is regulated or funded by the contracting
agency or has interests that are adverse to the contracting agency. The Department of Administration may waive this provision, in writing, if
those activities of the contractor will not be adverse to the interests of the state.
4.0
DUAL EMPLOYMENT: Section 16.417, Wis. Stats., prohibits an individual who is a State of Wisconsin employee or who is retained as a contractor
full-time by a State of Wisconsin agency from being retained as a contractor by the same or another State of Wisconsin agency where the individual
receives more than $12,000 as compensation for the individual’s services during the same year. This prohibition does not apply to individuals who
have full-time appointments for less than twelve (12) months during any period of time that is not included in the appointment. It does not include
corporations or partnerships.
5.0
EMPLOYMENT: The contractor will not engage the services of any person or persons now employed by the State of Wisconsin, including any
department, commission or board thereof, to provide services relating to this agreement without the written consent of the employing agency of such
person or persons and of the contracting agency.
6.0
CONFLICT OF INTEREST: Private and non-profit corporations are bound by ss. 180.0831, 180.1911(1), and 181.0831 Wis. Stats., regarding conflicts
of interests by directors in the conduct of state contracts.
7.0
RECORDKEEPING AND RECORD RETENTION: The contractor shall establish and maintain adequate records of all expenditures incurred under the
contract. All records must be kept in accordance with generally accepted accounting procedures. All procedures must be in accordance with federal,
state and local ordinances.
The contracting agency shall have the right to audit, review, examine, copy, and transcribe any pertinent records or documents relating to any contract
resulting from this bid/proposal held by the contractor. The contractor will retain all documents applicable to the contract for a period of not less than
three (3) years after final payment is made.
1.0 INDEPENDENT CAPACITY OF CONTRACTOR: The parties hereto agree that the contractor, its officers, agents, and employees, in the performance of
this agreement shall act in the capacity of an independent contractor and not as an officer, employee, or agent of the state. The contractor agrees to
take such steps as may be necessary to ensure that each subcontractor of the contractor will be deemed to be an independent contractor and will not
be
considered
or
permitted
to
be
an
agent,
servant,
joint
venturer,
or
partner
of
the
state.
Division of Enterprise Solutions
Bureau of Finance
Procurement
State of Wisconsin
Department of Children and Families
DOA-3333 (R03/2004)
Wisconsin’s Cooperative Purchasing Service
Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin municipalities to purchase from state contracts.
Participating in the service gives vendors opportunities for additional sales without additional bidding. Municipalities use the
service to expedite purchases. A "municipality" is defined as any county, city, village, town, school district, board of school
directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the
authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may
participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis.Stats.
Interested municipalities:
 will contact the contractor directly to place orders referencing the state agency contract number; and
 are responsible for receipt, acceptance, inspection of commodities directly from the contractor, and making payment
directly to the contractor.
The State of Wisconsin is not a party to these purchases or any dispute arising from these purchases and is not liable for
delivery or payment of any of these purchases.
The State of Wisconsin will determine the contractor’s participation by checking a box below.
MANDATORY: Bidders/Proposers must agree to furnish the commodities or services of this bid/proposal to Wisconsin
municipalities. Vendors should note any special conditions below.
OPTIONAL: Bidders/Proposers may or may not agree to furnish the commodities or services of this bid/proposal to
Wisconsin municipalities. A vendor’s decision on participating in this service has no effect on awarding this contract.
A vendor in the service may specify minimum order sizes by volume or dollar amount, additional charges beyond normal
delivery areas, or other minimal changes for municipalities.
Vendor: please check one of the following boxes in response.
I Agree to furnish the commodities or services of this bid/proposal to Wisconsin municipalities with any special
conditions noted below.
I Do Not Agree to furnish the commodities or services to Wisconsin municipalities.
Special Conditions (if applicable):
Signature
Date (mm/dd/ccyy)
Name (Type or Print)
Title
Company
Telephone
(
Address (Street)
City
State
Commodity/Service
STATE
)
ZIP + 4
Request for Bid/Proposal Number
OF
WISCONSIN
DOA-3027 N(R01/98)
DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION
The attached material submitted in response to Bid/Proposal #CFA0081 includes proprietary and confidential information
which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be kept confidential
under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this bid/proposal response
be treated as confidential material and not be released without our written approval.
Prices always become public information when bids/proposals are opened, and therefore cannot be kept
confidential.
Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis. Stats.
as follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method, technique
or process to which all of the following apply:
1. The information derives independent economic value, actual or potential, from not being generally known to, and not
being readily ascertainable by proper means by, other persons who can obtain economic value from its
disclosure or
use.
2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.
We request that the following pages not be released
Section
Page #
Topic
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE UNDERSIGNED HEREBY
AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND THE DESIGNATION OF CONFIDENTIALITY
AND AGREES TO HOLD THE STATE HARMLESS FOR ANY COSTS OR DAMAGES ARISING OUT OF THE STATE'S AGREEING TO
WITHHOLD THE MATERIALS.
Failure to include this form in the bid/proposal response may mean that all information provided as part of the bid/proposal
response will be open to examination and copying. The state considers other markings of confidential in the bid/proposal
document to be insufficient. The undersigned agrees to hold the state harmless for any damages arising out of the release of
any materials unless they are specifically identified above.
Company Name
Authorized Representative
___________________________________________
___________________________________________
Signature
Authorized Representative
___________________________________________
Type or Print
Date
___________________________________________
This document can be made available in accessible formats to qualified individuals with disabilities.
CERTIFICATION REGARDING DEBARMENT AND SUSPENSION
The undersigned (authorized official signing for the applicant organization) certifies to the best of his or her knowledge and belief
that the applicant defined as the primary participant in accordance with 45 CFR Part 76, and its principals:
(a)
are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from
covered transactions by any Federal department or agency.
(b)
have not within a 3-year period preceding this proposal been convicted of or had a civil judgment rendered against them
for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain or performing a public
(Federal, State, or local) transaction; violation of Federal or State antitrust statutes or commission of embezzlement,
theft, forgery, bribery, falsification or destruction of records, making false statement, or receiving stolen property;
(c)
are not presently indicted or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local)
with commission of any of the offenses enumerated in paragraph (b) of this certification; and
(d)
have not within a 3-year period preceding this application/proposal had one or more public transactions (Federal, State,
or local) terminated for cause or default.
Should the applicant not be able to provide this certification, an explanation as to why should be placed after the assurances
page.
The applicant agrees that it will include, without modification, the clause titled “Certification Regarding Debarment, Suspension,
In-eligibility, and Voluntary Exclusion-Lower Tier Covered Transaction”. Appendix B to 45 CFR Part 76 in all lower tier covered
transactions (i.e., transactions with subgrantees and/or contractors) and in all solicitations for lower tier covered transactions.
By
Date:
(Signature of Official Authorized to Sign Application)
For:
Name of Provider
Title of Program
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 9 OF 23
SPECIAL CONDITIONS OF BID - CONTRACT
TABLE OF CONTENTS
SECTION SUBJECT
PAGE #
State of Wisconsin Wis. Statutes s.16.75 DOA-3070 (R08/2003) ............................................ 1
1.
SCOPE .......................................................................................................................................................10
2.
CONTRACT TERM ................................................................................................................................10
3.
CONTRACT REQUIREMENTS AND BIDDER/CONTRACTOR QUALIFICATIONS ..........10
4.
SPECIFICATIONS ..................................................................................................................................11
5.
DELIVERY ................................................................................................................................................12
6.
F.O.B. DESTINATION FREIGHT INCLUDED ................................................................................12
7.
METHOD OF BID ...................................................................................................................................12
8.
VENDORNET ..........................................................................................................................................13
9.
BID RESPONSE REQUIREMENTS ...................................................................................................13
10.
METHOD OF AWARD ..........................................................................................................................13
11.
TERMS AND CONDITIONS ................................................................................................................14
12.
MINORITY BUSINESS PARTICIPATION .......................................................................................14
13.
SUBCONTRACTING OR THIRD PARTY PAYMENTS ................................................................14
14.
FIRM PRICES ..........................................................................................................................................14
15.
ORDERS ....................................................................................................................................................15
16.
INVOICING REQUIREMENTS ...........................................................................................................15
17.
CONTRACT CANCELLATION ............................................................................................................15
18.
CERTIFICATION FOR COLLECTION OF SALES AND USE TAX ............................................16
19.
CONFIDENTIALITY ..............................................................................................................................16
20.
APPEALS PROCESS (SERVICES ONLY) ........................................................................................16
ATTACHMENT A – VENDOR INFORMATION SHEET
ATTACHMENT B – REFERENCES SHEET
ATTACHMENT C – DCF MBE PROGRAM AWARENESS, COMPLIANCE & ACTION PLAN FORM
ATTACHMENT D – MINORITY BUSINESS PARTICIPATION REPORT FORM
ATTACHMENT E – BIDDER’S RESPONSE SHEET
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
1.
BID # CFA0081
PAGE 10 OF 23
SCOPE
The Wisconsin Department of Children and Families (DCF), through its Procurement Unit (Procurement),
requests bids to establish a contract for the purchase of Shareplex implementation/installation services
and Training.
The attached Standard Terms and Conditions shall govern this bid unless specifically modified in the
Special Conditions of Bid. Conditions of bid that include the word "must" or "shall,” describe a
mandatory requirement. All specifications are defined as mandatory minimum requirements unless
otherwise stated. If no bidder is able to comply with a given specification or condition of bid,
Procurement reserves the right to delete that specification or condition of bid. Failure to meet a
mandatory requirement shall disqualify your bid.
If you have any questions regarding the specifications, or special conditions of bid, please contact the
purchasing agent shown on the bid cover sheet as soon as possible, but no later than 5 working days
prior to the bid opening date. If the answer requires written notification to other bidders, Procurement
will issue an official addendum.
DCF will provide reasonable accommodations, including the provision of informational material in an
alternative format, for qualified individuals with disabilities upon request. If you think you need
accommodations at a bid opening/proposer conference, contact Sue Handrich-Herr, Procurement, at
(608) 266-1539 (voice) or Wisconsin Telecommunications Relay System (TTY) at 1-800-947-3529.
Any correspondence, documents, price lists, etc. to support your bid, must include the bid number and
be sent to:
U.S. Mail:
Sue Handrich-Herr
WI Department of Children and Families
Bureau of Finance
PO Box 8916
Madison, WI 53708-8916
UPS, Fed Ex, etc.:
Sue Handrich-Herr
WI Department of Children and Families
Bureau of Finance
201 E. Washington Ave., Rm. A200
Madison, WI 53703
Retain a copy of these Special Conditions of Bid for your files. Should you receive an award, these
Special Conditions of Bid become your contract terms and conditions.
Questions regarding this bid must be submitted in writing via email to the following:
Sue Handrich-Herr, e-mail: [email protected]
2.
CONTRACT TERM
Date of award, through December 31, 2011. DCF reserves the right to extend beyond the contract
period if deemed to be in the best interest of DCF.
3.
CONTRACT REQUIREMENTS AND BIDDER/CONTRACTOR QUALIFICATIONS
To be eligible for a contract award, you must be qualified and able to provide the following. Respond on
attached “Bidder Response Sheet” unless otherwise noted below.
3.1. Bidder must be a certified partner authorized by Quest.
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 11 OF 23
3.2. Bidder must be in the business of supplying services for the past 5 years.
3.3. Bidders must describe the training and experience with Quest Shareplex Oracle products, this must
constitute at least 3 years’ experience in implementation and training on this product. Include this
on a separate sheet with your bid.
3.4. Contractor must provide designated DCF personnel with instructions on set-up and operation of
the system and/or products.
4.
SPECIFICATIONS
Services
Phase 1: Data assessment – (Estimated 2 days) - 29th March 2011
- An overview of Customer’s replication goals.
- An overview of SharePlex ("how it works" knowledge transfer.)
- Assess volume based on tables
- Verification of the pre-installation tasks.
- lOT vs. table in no logging mode
Phase 2: Migration Dry run (Estimated 6 days) – 6th April 2011
- Install and setup SharePlex on both source and target
- Test out network connection from both sides (bi-directional replication for migration)
- Setup replication from Windows to Linux
- Using logical instantiation of the data from Windows to Linux
- Recover replication from backlog (time taken to create the target logically)
- Setup reverse replication
- Monitor replication
- Tune replication
Phase 3: Production Migration (7 days) – 15th April 2011
- Install and setup SharePlex on both source and target
- Test out network connection from both sides (bi-directional replication for migration)
- Setup replication from Windows to Linux
- Using logical instantiation of the data from Windows to Linux
- Recover replication from backlog (time taken to create the target logically)
- Setup reverse replication
- Monitor replication
- Tune replication
- Assist in post production support
Training – completed by 20th April 2011
Day 1
Welcome, Introductions & Overview
VMWare preparation & testing
Shareplex Introduction & Architecture
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 12 OF 23
Lab 1 Installation
Lab 2 Oracle Prep
Lab 3 sp_ctl
Lab 4 Configuration files
Lab 5 Details of Activation
Implementation considerations & Multiple port replication
Day 2
Review of Day 1, Evaluations, Q&A
Labs 6-8 Creating Shareplex instances
Labs 9-10 Shareplex Parameters & Fault Tolerance
Lab 11 Application Considerations
Lab 12 What does Shareplex replicate
Lab 13 Updating records with Shareplex
Lab 14 Data Synchronization
Day 3
Review of Day 2, Evaluations, Q&A
Shareplex Utilities and Scripts
Lab 15 Monitoring Shareplex
Operations Basics
Lab 16 Cleanup
Advanced Configuration
Roadmap Q&A
Troubleshooting
Special Considerations
Bid specifications may not be revised without an official written addendum issued by Procurement.
5.
DELIVERY
Delivery is desired as soon as possible after receipt of a purchase order. Please indicate on the Bid Cover
Page your estimated delivery time in calendar days.
Contractor is required to notify the ordering department of any back order, discontinuation of product(s)
or other delays in shipping within 7 working days of receipt of order.
6.
F.O.B. DESTINATION FREIGHT INCLUDED
ON SITE SERVICE:
In carrying out the scope of this contract, the Contractor may be required to perform services on DCF
property. Bidders must include all travel charges in their hourly rate.
Failure to include these costs may disqualify your bid.
7.
METHOD OF BID
Bidder must submit an hourly rate and extended total for each item and a total cost. All costs/rates must
include travel. All prices must be quoted in U.S. Dollars. DCF will provide workspace, equipment, and
communications for the contractor assigned to this project.
Bids requiring an order minimum may be disqualified.
Bidder must bid on the enclosed bid price sheet.
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
8.
BID # CFA0081
PAGE 13 OF 23
VENDORNET
The State of Wisconsin’s purchasing information and vendor notification service is available to all
businesses and organizations that want to sell to the state. Anyone may access VendorNet on the
Internet at http://vendornet.state.wi.us to get information on state purchasing practices and policies,
goods and services that the state buys, and tips on selling to the state. Vendors may use the same Web
site address for inclusion on the bidders list for goods and services that the organization wants to sell to
the state. Annually renewable registration guarantees the organization will receive an e-mail message
each time a state agency, including any campus of the University of Wisconsin System, posts a request
for bid or a request for proposal in their specified commodity/service area(s) with an estimated value
over $25,000. It is recommended registrants provide an email address that is monitored centrally in the
organization to ensure timely receipt of notifications. Organizations without Internet access may
request paper copies in the mail. Increasingly, state agencies also are using VendorNet to post simplified
bids valued at $25,000 or less. Vendors also may receive e-mail notices of these simplified bid
opportunities. If questions exist about VendorNet, call the VendorNet Information Center at 1-800-4827813 or, for Madison area organizations; call 608-264-7898.
9.
BID RESPONSE REQUIREMENTS
In order for your bid to be considered, the following information must be provided. Fill out and submit
one copy (unless stated otherwise) by the due date and time listed on the bid cover page. Include:
9.1.
9.2.
9.3.
9.4.
9.5.
9.6.
9.7.
9.8.
Bid Cover/Price Sheet (Signature) Pages, form DOA-3070
Addendum Cover (Signature) Page(s), if applicable to this bid request, for DOA-3098
Certification Regarding Debarment form
Vendor Information Sheet, Attachment A, form DOA-3477
References Sheet, Attachment B, form DOA-3478
MBE Program Awareness, Compliance & Action Plan, Attachment C
Bidder Response Sheet, Attachment E
Detail of bidders experience, see section 3.3
Failure to provide these forms/information with your bid submittal may disqualify your bid. DCF
encourages all bidders to print their submission double-sided to save paper.
Bids may not be submitted via facsimile. Bids may be submitted via email to
[email protected] To be considered, emailed bids must be received by the due date and
time and must include the entire bid packet scanned as one single PDF format file that does not exceed
5MB in size.
More than one agency in this building receives bids at the 1st floor reception. Therefore it is
recommended that all bid packages are sealed and are clearly marked on the outside of the package
with the following:
Agency Name (that issued the bid)
Bidder’s Name and Address
Bid Number
Due Date and Time
Failure to properly identify your package(s) could result in the package(s) being misdirected and could
lead to your response being disqualified.
10. METHOD OF AWARD
Award(s) shall be made on the basis of the lowest total cost from a responsive, responsible bidder who
meets specifications. The right is reserved, however, to make an award on the lowest net unit price per
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 14 OF 23
item, whichever is judged to be in the best interest of DCF. Timeliness of delivery may be considered
when making this award.
Volume discounts shall not be considered when determining award. However, they shall apply to orders
issued on this contract.
11. TERMS AND CONDITIONS
The Standard and/or Supplemental Terms and Conditions provided with this document represent the
terms and conditions which will apply to this contract. Vendors may not submit their own contract
document as a substitute for these terms and conditions.
12. MINORITY BUSINESS PARTICIPATION
The Wisconsin Department of Children and Families is committed to the promotion of minority
businesses in the State’s procurement program. Authority for this program is found in Wisconsin
Statutes 15.107(2), 16.75(3m), and 16.755.
Bidders are strongly urged to use due diligence to further this policy by setting up subcontracts to statecertified Minority Business Enterprises (MBE) and/or by using such enterprises to provide goods and
services incidental to this contract (second-tier suppliers), with a goal of awarding 5% of the contract
cost to such enterprises. An MBE means a business certified, or certifiable, by the Wisconsin
Department of Commerce under Statute 560.036(2).
Bidders must submit the attached MBE Program Awareness, Compliance & Action Plan (Attachment C)
indicating their proposed utilization of state-certified minority businesses for this contract. Contact the
State’s Minority Business Manager for assistance in locating certified firms at (608) 267-3293. A listing of
State of Wisconsin certified minority businesses, as well as the services and commodities they provide, is
on the State-certified MBE web site: www.doa.wi.gov/mbe
Quarterly reports (Attachment D) are requested to be submitted to the Department of Children and
Families, Procurement Unit, itemizing the deliveries and cost of items or services provided by certified
firms. Reports should state the costs for the previous contract quarter. The department reserves the
right to verify with listed firms their involvement as subcontractors or second-tier suppliers.
13. SUBCONTRACTING OR THIRD PARTY PAYMENTS
All subcontracting shall be pre-approved by DCF. Subcontractors must abide by all terms and conditions
of the contract. The prime contractor shall be responsible for all subcontractor(s) work and payment.
DCF will not pay any subcontractor or third parties directly.
14. FIRM PRICES
Prices must remain firm for 30 calendar days after bid opening. Prices established may be lowered due
to general market conditions.
Price change requests must be received by Procurement in writing 15 calendar days prior to the effective
date of proposed increase for acceptance or rejection. Proposed price increases are limited to fully
documented cost increases submitted with the request. If Procurement deems cost increases are not
acceptable, it reserves the right to re-bid the contract in whole or part. Acceptance of the price increases
shall be in writing.
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 15 OF 23
15. ORDERS
DCF may use the following methods to purchase from this contract:


Specific purchase orders may be placed for one-time shipments.
Purchase orders, blanket-type, may be issued by Procurement for the State’s fiscal year time
period, July 1 – June 30, to allow departmental personnel to call or fax for product or service
against the order as needed.
16. INVOICING REQUIREMENTS
Invoices/Purchase Order:
DCF must meet a statutory mandate to pay or reject invoices within 30 days of receipt by DCF. Before
payment is made, it also must verify that all invoiced charges are correct as per this contract. Only
properly submitted invoices shall be officially received for payment. Thus, your prompt payment
requires that your invoices be clear and complete in conformity with the instructions below.
All invoices must be itemized showing:
a.
b.
c.
purchase order number
vendor name
remit to address
d. complete product description as
stated on your bid.
e. prices per the contract
The original invoice must be sent to the bill-to address shown on the Purchase Order.
17. CONTRACT CANCELLATION
This Contract may be terminated by either party under the following conditions:
17.1. Please review section 13.0 and 24.0 of the Standard terms and Conditions of Bid. DCF may
terminate the contract at any time at its sole discretion by delivering 7 days written notice to the
contractor.
If the problem is service performance, contractor will be warned either verbally or in writing of
unsatisfactory performance and intent to cancel this contract. Contractor will be given a period
of time to ‘cure’ the performance. If the performance does not improve contractor will be given
7 days written notice that the contract will be cancelled.
Upon termination, DCF’s liability will be limited to the pro rata cost of the services performed
as of the date of termination.
17.2. In the event the contractor terminates the contract, for any reason whatsoever, it will require
written certified letter notification delivered to the Department purchasing agent not less than 60
days prior to said termination. The contractor will, in turn, refund the Department, within 30
days of said termination, all payments made hereunder by the Department to the contractor for
work not completed.
17.3. If at any time the contractor performance threatens the health and/or safety of DCF, DCF has the
right to cancel and terminate the Contract without notice.
17.4. Failure to maintain the required Certificates of Insurance, Permits, Licenses, and Blanket Fidelity
Bond shall be cause for contract termination. If the Contractor fails to maintain and keep in force
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 16 OF 23
the insurance as provided in 23.0 of the Standard Terms and Conditions, DCF has the right to
cancel and terminate the Contract without notice.
17.5. If at any time a petition in bankruptcy shall be filed against the contractor and such petition is not
dismissed within 90 calendar days, or if a receiver or trustee of contractor's property is appointed
and such appointment is not vacated within 90 calendar days, DCF has the right, in addition to
any other rights of whatsoever nature that it may have at law or inequity, to terminate this
Contract by giving 90 calendar days notice in writing of such termination.
18. CERTIFICATION FOR COLLECTION OF SALES AND USE TAX
The State of Wisconsin shall not enter into a contract with a vendor, and reserves the right to cancel any
existing contract, if the vendor or contractor has not met or complied with the requirements of s.77.66,
Wis. Stats., and related statutes regarding certification for collection of sales and use tax.
19. CONFIDENTIALITY
Contractor acknowledges that some of the data and documentation it may become privy to in the
performance of this contract is of a confidential nature. Contractor shall make all reasonable efforts to
ensure that it or its employees and subcontractors do not disseminate such confidential information.
Contractor or its employees and subcontractors will not reuse, sell, or make use in any format the data
researched or compiled for this contract for any venture, profitable or not, outside this contract.
Contractor agrees to observe complete confidentially with respect to all aspects of any confidential
information, proprietary data and/or trade secrets and any parts thereof, whether such contents are the
State's or the manufacturer's, proposer's, or distributor's whereby Contractor or any Contractor's
personnel may gain access while engaged by the State or while on State premises.
The restrictions herein shall survive the termination of this contract for any reason and shall continue in
full force and effect and shall be binding upon the Contractor or its agents, employees, successors,
assigns, subcontractors, or any party claiming an interest in this contract on behalf of or under the rights
of Contractor following any termination. Contractor shall advise all Contractor's agents, employees,
successors, assigns and subcontractors which are engaged by the State of the restrictions, present and
continuing, set forth herein. Contractor shall defend and incur all costs, if any, for actions that arise as a
result of noncompliance by Contractor, its agents, employees, successors, assigns and subcontractors
regarding the restrictions herein.
20. APPEALS PROCESS (SERVICES ONLY)
The appeals process applies only to those requests for bids for services that result in a contract greater
than $25,000. Notices of intent to protest and protests must be made in writing. Protestors should
make their protests as specific as possible and should identify Wisconsin Statutes and Wisconsin
Administrative Code provisions that are alleged to have been violated.
The written notice of intent to protest the intent to award a contract must be filed with Eloise Anderson,
Secretary, Wisconsin Dept. of Children and Families, 201 E. Washington Ave., PO Box 8916, Madison, WI
53708-8916, phone number 608-266-8684, facsimile number 608-261-6972, and received in her office
no later than five (5) working days after the notice of intent to award is issued.
The written protest must be received in his office no later than ten (10) working days after the notice of
intent to award is issued.
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 17 OF 23
The decision of the head of the procuring agency may be appealed to the Secretary of the Wisconsin
Dept. of Administration within five (5) working days of issuance, with a copy of such appeal filed with the
procuring agency. The appeal must allege a violation of a Wisconsin Statute or a provision of the
Wisconsin Administrative Code.
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 18 OF 23
STATE OF WISCONSIN
DOA-3477 (R05/98)
Attachment A
1.
VENDOR INFORMATION
PROPOSING COMPANY/ORGANIZATION NAME
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
2.
State
Zip + 4
Name the person to contact for questions concerning this proposal.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
3.
State
Zip + 4
Any vendor awarded over $25,000 on this contract must submit affirmative action information to the
department. Please name the Personnel/Human Resource and Development or other person responsible
for affirmative action in the company to contact about this plan.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
4.
State
Zip + 4
Mailing address to which state purchase orders are mailed and person the department may contact
concerning orders and billings.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
Address
City
State
Zip + 4
)
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 19 OF 23
STATE OF WISCONSIN
DOA-3478 (R12/96)
ATTACHMENT B
REFERENCES
Vendor:
_______________________________________________________________________
Provide company name, address, contact person, telephone number, and appropriate information on the
product(s) and/or service(s) provided to customers similar to those requested in this solicitation document.
Potential subcontractors cannot be references. Any subcontractor arrangement for the completion of this
work shall be listed on a separate id page.
Company Name:
_________________________________________________________________________
Address (include Zip + 4) ____________________________________________________________________
Contact Person:
____________________________________
E-Mail Address:
__________________________________________________________________________
Product(s) Used and/or Service(s) Provided:
Company Name:
Phone No. __________________________
____________________________________________________
_________________________________________________________________________
Address (include Zip + 4) ____________________________________________________________________
Contact Person:
____________________________________
E-Mail Address:
__________________________________________________________________________
Product(s) Used and/or Service(s) Provided:
Company Name:
Phone No. __________________________
____________________________________________________
_________________________________________________________________________
Address (include Zip + 4) ____________________________________________________________________
Contact Person:
____________________________________
E-Mail Address:
__________________________________________________________________________
Product(s) Used and/or Service(s) Provided:
Company Name:
Phone No. __________________________
____________________________________________________
_________________________________________________________________________
Address (include Zip + 4) ____________________________________________________________________
Contact Person:
____________________________________
E-Mail Address:
__________________________________________________________________________
Product(s) Used and/or Service(s) Provided:
Phone No. __________________________
____________________________________________________
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 20 OF 23
ATTACHMENT C
DCF MINORITY BUSINESS ENTERPRISE (MBE) PROGRAM
AWARENESS, COMPLIANCE & ACTION PLAN
As a matter of sound business practice, the Wisconsin Department of Children and Families is committed to “supply diversity”
by promoting the use of minority business whenever and wherever possible. Further, as an agency of the State of Wisconsin,
DCF shares in the state goal of placing five (5) percent of its total annual purchasing dollars with state-certified minority
businesses.
State of Wisconsin purchasing policy provides that Minority Business Enterprises (MBE) certified by the Wisconsin Department
of Commerce, Bureau of Minority Business Development should have the maximum opportunity to participate in the
performance of its contracts/projects.
You, as a contractor, are strongly urged to use due diligence to further this policy by awarding subcontracts to minority-owned
business enterprises or by using such enterprises to provide goods and services incidental to this agreement (second-tier
suppliers), with a goal of awarding 5% of the contract cost to such enterprises.
Quarterly reports are requested to be submitted to the Department of Children and Families Procurement Unit, itemizing the
costs of services and goods provided by certified firms. Reports should state the costs for the previous contract/project
quarter.
Authority for the MBE program is found in Wisconsin Statutes 15.107(2), 16.75(4), and 16.755 and 560.036(2), and details
about the program can be found at: http://www.doa.state.wi.us/category.asp?linkcatid=677&linkid=113&locid=0
Your complete response on the following form must address the following components of your company’s/organization’s
commitment/action plan:
a) Indication that you understand the DCF’s goal,
b) Listing of any MBE vendors with which you intend to subcontract,
c) Description of the various second tier MBE expenses (goods and services procured that are incidental to the
contract/project; examples are: specific office supplies to perform the contract, percentage of cost for uniforms
for contract staff, travel to perform the contract/project, percentage of facility maintenance services for your
facility used directly by your staff during the contract/project period) your company/organization will be able to
report that are in direct connection with the administration of this contract,
d) Statement expressing your commitment to complete the required monthly or quarterly reports that will reflect
your subcontracts and second-tier expenditures for the period.
For information on certified State of Wisconsin Minority Business Enterprises, please contact:
Wisconsin Department of Commerce
Bureau of Minority Business Development
201 W Washington Avenue, 5th Floor
POBox 7970
Madison, WI 53707
608-267-9550
Fax: 608-264-6151
Email: [email protected]
A complete listing of certified minority businesses, as well as the services and commodities they provide, is available on the
web at: www.doa.wi.gov/mbe and Information regarding certification of minority businesses is available at:
http://commerce.wi.gov/BD/BD-MBD-Index.html
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 21 OF 23
ATTACHMENT C
DCF MINORITY BUSINESS ENTERPRISE (MBE) PROGRAM
AWARENESS, COMPLIANCE & ACTION PLAN
Complete, sign, and include in your bid response.
Failure to complete this form as a component of your bid may result in rejection of your bid.
Our company/organization is a Wisconsin-certified Minority Business Enterprise (MBE)
 Yes
 No
 Yes
 No
We are aware of the DCF’s goal to spend at least 5% of their total annual purchasing dollars with state-certified
MBE firms.
 Yes
 No
Our company/organization is a minority business but has not yet received Wisconsin certification (please
provide details): _____________________________________________
We are aware that if awarded this contract/project our company/organization will provide monthly or
quarterly reports to DCF reporting all expenditure activity directed to MBE subcontractors or second-tier MBE
suppliers that directly relate to this contract. (Any non-certified minority businesses could be a potential
subcontractor/second-tier supplier--indicate these on your plan. DCF will work with those businesses for
possible certification.)
Subcontractors: Our company/organization intends to subcontract at least 5% dollar volume with certified
MBE firms listed below (names, addresses, telephone numbers):
 Yes
 No
 Yes
 No
Second-tier Suppliers: In addition to direct subcontracting efforts, your company/organization can help DCF achieve the 5% goal
by managing your second-tier minority purchases. Second-tier business refers to incidental business expenses your company may
spend with Wisconsin-certified MBE firms as it pursues the normal course of business supplying the DCF-contracted products or
services. Here are some examples:
 Percentage of your office supplies specifically used during the course of this contract/project.
 Percentage of uniform costs for staff performing this contract/project.
 If you travel to perform this contract/project, you could use a state-certified MBE travel agency and report that expense.
 Percentage of facilities maintenance services for facility(ies) directly used by your staff during the course of this
contract/project.
These second-tier expenses can only be reported to the extent that they directly relate to your business with DCF. The percentage
of the expense you can report is determined by the amount of your DCF sales as it relates to your total sales volume. Per the terms
of your contract, you should actively pursue directing business towards these types of companies, and report your efforts in this
regard on a monthly basis.
***************************************************************************************************
In paragraph form, describe your company/organization’s commitment/action plan with regard to the planned use of statecertified MBE businesses in subcontracting efforts, as well as developing MBE second-tier suppliers. Please list your specific
commitments (attach sheet, if necessary). If you have questions, please call DCF Procurement Staff, 608-266-5309 or 608-
266-1539.
SIGNATURE: ______________________________________ DATE: __________________________________
PRINTED NAME & TITLE: ____________________________________________________________________
COMPANY: ________________________________________PHONE NUMBER: ________________________
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 22 OF 23
ATTACHMENT D
MINORITY BUSINESS PARTICIPATION REPORT
Wisconsin Department of Children and Families
s.16.75(3m) Wis. Stats.
Return via FAX to:
608-267-3240, ATTN: DCF Procurement
Report Date
Contract / Purchase Order #
Time Period Covered by Report
Monthly:
Quarterly:
#1
#2
through
#3
#4
Project Name / Contract Title
Prime Vendor / Contractor Name
Minority Vendor
Contractor Name, Address and Telephone Number
Federal Employer Identification Number – FEIN
Product / Service
Purchased
Subcontract
$ Amount
Second Tier
$ Amount
If no business was awarded to Minority Business Enterprises (MBE) for this period, please describe the efforts made to
encourage minority business participation.
___________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________
I certify that the information contained on this report is true and correct.
I also certify that I am an authorized representative of the above-identified Prime Vendor / Contractor.
(Prime Vendor/Contractor Authorized Representative Name)
(Title)
WISCONSIN DEPARTMENT OF
CHILDREN AND FAMILIES
BID # CFA0081
PAGE 23 OF 23
ATTACHMENT E
BIDDER RESPONSE SHEET
NOTE: THIS FORM SHOULD BE RETURNED WITH YOUR BID RESPONSE SECTION NUMBERS IDENTIFIED
CORRESPOND TO THOSE SHOWN IN THE SPECIAL CONDITIONS OF BID.
YES
NO
3.1
Bidder must be a certified partner authorized by Quest.
____
____
3.2
Bidder has been providing these services the required term.
____
____
3.3
Bidder has described their experience with this manufacturer’s product.
____
____
3.4
Bidder agrees to provide instruction on set-up and operation of the product.
____
____
9
Bidder has completed and returned all forms required.
____
____
12
Bidder will provide a quarterly report of purchases from
state-certified minority business enterprises, if requested.
____
____
13
Bidder will comply with terms on subcontracting.
____
____
14
Bidder will hold pricing firm the required term.
____
____
15
Bidder agrees to accept State of Wisconsin purchase order or
purchasing card (P-Card) for placement of orders.
____
____
16
Bidder understands invoice requirements.
____
____
17
Bidder agrees to terms regarding contract cancellation.
____
____
19.
Bidder understands and agrees to the confidentiality clauses.
____
____
______________________________________
Company Name (print or type)
____________________________________
Bidder's name & title (print or type)
______________________________________
Bidder’s Signature
____________________________________
Date
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement