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State of Wisconsin
Wis. Statutes s.16.75
DOA-3070 N(R09/97)
BIDS MUST BE SEALED AND ADDRESSED TO:
AGENCY ADDRESS:
Bid envelope must be sealed and plainly marked in lower corner with due date and Request for Bid
#HSD 4004. Late bids will be rejected. Bids MUST be date and time stamped by the soliciting
purchasing 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 purchasing 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.
Wisconsin Historical Society
Purchasing Department – Room 324
816 State Street
Madison, WI 53706-1482
REQUEST FOR BID
Bids MUST be in this office no later than
THIS IS NOT AN ORDER
November 6, 2013, by 2:00 P.M.
BIDDER (Name and Address)
Name (Contact for further information)
BIDDER COMPLETE THIS SECTION
Kendra Kearney
email
[email protected]
Phone
Fax
608-264-6424
608-264-6433
Date Available
October 24, 2013
Quote Price and Delivery FOB, destination, inside door per
locations specified in specifications.
Fax bids are not accepted
HSD 4004
PRINTING AND BINDING
OF
“For Love and Money:
Portraits of Wisconsin Family Businesses”
(SEE ATTACHED FOR DETAILED SPECIFICATIONS)
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
Signature of Above
Date
Phone
Fax
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.
1
Email
HSD 4004
“For Love and Money:
Portraits of Wisconsin Family Businesses”
BIDDER’S CHECKLIST
Bidder’s must complete and sign this checklist which becomes an integral part of the bid
and Bidder’s proposal. Failure to complete, sign and furnish this checklist with your
proposal may be cause for rejection.
1. Bidder has signed, completed and furnished with their bid the following forms/items as
outlined in Paragraph 2.18:
a. Request for Bid (DOA-3070)
yes ______
b. Bidder’s Checklist
yes ______
c. Price Worksheet
yes ______
d. Vendor’s Information (DOA-3457)
yes ______
e. Vendor’s Reference (DOA-3478)
yes ______
f. Designation of Confidential and
Proprietary Information (DOA-3027)
yes ______
g. Contract
h. W-9
yes ______
i. Samples, if applicable. (paragraph 2.8)
yes ______
2. Bidder must complete for the paper the amount of sheets, size required and paper bidding for both
cover and text:
PAPER
Print
Run
Dustjacket
4,120
Text
4,000
Endsheet
4,000
Alternate
Dustjacket
4,120
Alternate
Text
4,000
Number of
Sheets
Size
Paper (include manufacturer and
brand)
Percentage postconsumer waste
(PCW)
Alternate
Endsheet
4,000
3. Bidder must complete for any services to be subcontracted.
Service to be subcontracted
Name of Subcontractor
4. Bidder must indicate distance of press from Madison, Wisconsin. (See paragraph 2.163)
Location of press
Distance (in miles) from Madison, Wisconsin
Company Name___________________________________________
Authorized Representative________________________________________Date____________
Signature Authorized Representative ________________________________________________
1
WISCONSIN HISTORICAL SOCIETY
REQUEST FOR BID HSD 4004
PRINTING AND BINDING OF
“For Love and Money
Portraits of Wisconsin Family Businesses”
TABLE OF CONTENTS
1.0
1.1
1.2
1.3
INTRODUCTION AND PURPOSE
PURPOSE OF REQUEST FOR BID (RFB)
SCOPE
CUSTOMER SERVICE AND RESPONSIVENESS
2.0
2.1
2.2
2.3
2.4.
2.5
2.6
2.7
2.8
2.9
2.10
2.11
2.12
2.13
2.14
2.15
2.16
2.17
2.18
SPECIAL CONDITIONS OF BID
GENERAL
DEFINITIONS
INCURRING COST
METHOD OF BID
METHOD OF AWARD
CONTRACTOR TO FURNISH
SUBCONTRACTING
EVIDENCE OF QUALITY
INFORMATION CONTACT
RECEIPT OF BIDS
CANCELLATION
FORCE MAJEURE
MATERIALS INTEGRITY & CONTROL
RECYCLED PAPER
OVERRUNS/UNDERRUNS
PROOFS AND PRESS CHECKS
VENDORNET REGISTRATION SYSTEM
FORMS/ITEMS REQUIRED AS PART OF THIS BID
3.0
3.1
3.2
SPECIFICATIONS
MANUFACTURING SPECIFICATIONS
PACKAGING AND SHIPPING SPECIFICATIONS
4.0
4.1
PRICE WORKSHEET
PRICE WORKSHEET TO BE COMPLETED AND SIGNED BY BIDDER
APPENDIX A - STANDARD TERMS AND CONDITIONS FOR STATE OF WISCONSIN
PRINTING, DOA-3604
APPENDIX B - VENDOR INFORMATION, DOA-3477
APPENDIX C- VENDOR REFERENCES, DOA-3478
APPENDIX D- DESIGNATION OF CONFIDENTIAL AND PROPRIETARY
INFORMATION, DOA-3027
APPENDIX E- CONTRACT
APPENDIX F- W-9
2
1.0
INTRODUCTION AND PURPOSE
1.1 PURPOSE OF THE REQUEST FOR BID (RFB): The purpose of this document is to provide
information for preparing and submitting a bid for the printing and binding of the book “For Love
and Money Portraits of Wisconsin Family Businesses.” The Wisconsin Historical Society (WHS), a
State of Wisconsin agency, intends to use the results of this solicitation to award a contract for the
printing and binding of the “For Love and Money Portraits of Wisconsin Family Businesses.”
1.2
SCOPE: This bid and contract is for excellent quality sheetfed printing, binding, and related
services including, exact color match and exact register that is required throughout the finished product of
this smyth-sewn casebound book
Finished products must conform to these quality criteria:
1. Inking must be consistent and uniform throughout in color strength and density.
2. Accurate registration consistent with sheetfed offset lithography work.
3. Correct ink match to specified PMS colors.
4. Halftones must be clean and crisp, with consistent quality at 150 screen line, minimum.
5. Four color process printing must match the contract proof.
6. Folding and binding must be square and accurate with alignment of printing across gutters within
industry standard.
7. Finishing operations must be clean and applied correctly.
8. Cutting and trimming must be square, clean and correctly aligned and positioned. Books with pages
skewed more than 1/32 of an inch will be rejected.
9. Printing must be with the grain of the paper, not across the grain.
The contractor is expected to employ industry standard process controls to ensure and maintain quality
printing. These controls include the regular use of quality measurement tools on press sheets, such as
registration targets, star or slur targets and color bars, consistent use of densitometry throughout the
prepress and press processes, prepress and press calibrations, and use of color corrected lighting in press
and proofing areas. Additional controls include proper control of humidity and temperature in all production
and work staging areas, paper storage in temperature and humidity controlled areas and cleanliness of
work areas.
1.3
CUSTOMER SERVICE AND RESPONSIVENESS
Customer service and responsiveness are critical to this contract. The successful bidder is required to:
1. Respond to telephone inquiries within four hours after a call is placed by the Society
2. Acknowledge orders, as described in the Standard Terms and Conditions, paragraph 7.
3. Notify the Society of scheduling problems and changes, and
4. Facilitate press checks when requested.
2.0
SPECIAL CONDITIONS OF BID
2.1
GENERAL: All of the following documents are to be considered as integral parts of the bid and
contract. The documents are listed in order of precedence. Specifications, as stated in section 3.0 of the
bid, supersede the purchase order unless the customer gives the awarded vendor written notice of a
change to those specifications.
Request for Bid (DOA-3070)
Purchase Order
Bidder’s Checklist
Special Conditions of Bid
Standard Terms and Conditions for State of Wisconsin Printing, (DOA-3604, January, 2002)
Vendor Information (DOA-3477)
Vendor References (DOA-3543)
Designation of Confidential and Proprietary Information Form (DOA-3027
Contracts (DOA-3049)
W-9
Samples, if applicable
2.2
DEFINITIONS: The following definitions are used throughout the (RFB)
3
Contractor: means bidder/vendor awarded the contract
Agency/Society: means the Wisconsin Historical Society (WHS)
Bidder/Vendor: means a firm submitting a bid in response to this RFB
State: means the State of Wisconsin
2.3
INCURRING COST: The State of Wisconsin is not liable for any cost incurred by bidders in
replying to this bid.
2.4
METHOD OF BID: Bidder must complete and sign the Bidder’s Check List. Bidder must sign and
fill in the prices on the Bid Price Worksheet for the run of 4,000. The State reserves the right to furnish the
paper to the contractor. Bidder must supply the cost to be deducted for paper if furnished by WHS on Price
Worksheet and provide required paper needed to produce the project on the Bidder’s Checklist. Bids
submitted without this information may be rejected. All prices are to be net.
Alternate Paper: If recycled paper is not available or the price exceeds 15% or more of less recycled
content or virgin paper, bidder may include an alternate bid for the paper. Bidder must provide cost
of recycled paper, as per the specifications, if it is available.
2.5
METHOD OF AWARD: Award for this bid will be made to the lowest responsive and responsible
bidder for the press run of 4,000 who meets the specifications and equipment requirements, based on the
assumption of this book of 128 pages, 1 set (128 pages) of folded and bound laser or dylux proofs, 1 color
contract proof for cover, 76 color contract proofs for interior pages, 2 hours of text alterations, 2 hours of
image alterations. Samples of the bidders’ work will be used to evaluate the responsibility of the bidders to
print and bind this book to the specifications as outlined in section 3.0. WHS reserves the right to award the
contract with or without WHS supplying the paper. Verification of responsibility may include contacting
references, requesting reports of vendor’s financial stability, on site facility inspection and reviewing results
of past awards to the vendor by the State of Wisconsin in terms of quality of work and timeliness of
delivery. This contract will not be awarded to a broker. Prior to award, State personnel may review the
plant and equipment of the successful bidder.
2.6
CONTRACTOR TO FURNISH: The contractor shall provide paper (if awarded with the bid),
printing, binding, proofs, digital or film archiving, press plates, and all other related operations, labor, and
materials necessary or incidental to the manufacture and distribution of this book, including necessary
electronic prepress/digital imaging processes. All artwork, copy, and negatives conveyed to the contractor
shall be returned to the Wisconsin Historical Society immediately after completion of printing, or upon
request. Some artwork provided is irreplaceable and must be handled with extreme care. Printer may be
held liable for damage caused by improper handling.
2.7
SUBCONTRACTING: The State prohibits subcontracting for all but the following processes: UV
coating, film lamination, and Smyth sewn binding. If the vendor chooses to sublet UV coating, film
lamination, or Smith sewn binding operations, the contract vendor is responsible for the performance
and schedule of the subcontractor. The state will not be liable for charges incurred due to the fault of a
subcontractor. Refer to Standard Terms and Conditions, Appendix A, paragraph 3, Subletting for additional
requirements.
2.8
EVIDENCE OF QUALITY: Bidders may be required to submit samples of their work. Samples
supplied by the bidder must have been produced in the bidder’s plant on the bidder’s own equipment
during the six months prior to submission of the bid. These samples will be used to evaluate the bidders.
2.9
INFORMATION CONTACT: Any questions concerning this Request for Bid (RFB) must be
submitted in writing (fax or email is acceptable) on or before October 30, 2013, to:
Kendra Kearney
Wisconsin Historical Society
816 State Street Room 324
Madison, WI 53706-1482
Phone: 608-264-6424
Fax: 608-264-6433
Email: [email protected]
4
Vendors are expected to raise any questions, exceptions or additions they have concerning this RFB at this
time. If a vendor discovers any significant ambiguity, error, conflict, discrepancy, omission or other
deficiency in this document, the vendor must notify the above named individual of such error by the above
date and request modification or clarification of the RFB document.
In the event it becomes necessary to provide clarifying data or information, or to revise any part of this
RFB, addenda or revisions will be provided to all recipients of this initial RFB through notification on
VendorNet (refer to section 2.17). Vendors may submit questions by fax or email to Kendra Kearney at the
above fax number or email address.
2.10
RECEIPT OF BIDS: Bids must be submitted with all materials required for acceptance of the bid by
the deadline shown on the Request for Bid form to:
Kendra Kearney
Purchasing Department – Room 324
Wisconsin Historical Society
816 State Street
Madison, WI 53706-1482
Bids must be received by the Purchasing Department in the above office. All bids should have date and
time of receipt noted by the Purchasing Department prior to the stated opening time. Bids not so noted may
be considered late. Receipt of a bid by the Wisconsin Historical Society’s mail room or Information Desk
does not constitute receipt of a bid by the Purchasing Department. Alert delivery services that the
package must be delivered directly to room 324 at the above address.
All bids must be packaged, sealed, and should show the following information on the outside of the
package:
Vendor’s Name and Address: (to be provided by bidder).
Request for Bid: “For Love and Money: Portraits of Wisconsin Family Businesses”
Request for Bid: Number: HSD 4004
Due date: November 6, 2013
2.11
CANCELLATION: Failure of the contractor to produce materials according to the conditions of this
bid and/or failure to meet specified delivery dates may result in:
a.
Rejection of the order with reprinting entirely at the contractor’s expense.
b.
When time does not allow for reprinting, assessment of liquidated damages (see Standard Terms
and Conditions for State of Wisconsin Printing, paragraph 4 and paragraph 11).
2.12
FORCE MAJEURE: Neither Party shall be considered in breach of this Agreement for its failure to
perform or its delay in the performance of any obligation hereunder, except for the State’s obligations to pay
amounts due hereunder, if the performance of such obligation is prevented or delayed by fire, flood, explosion,
war, insurrection, embargo, governmental actions or requirements, military authority, act of God, shortages in the
marketplace or any other event beyond the reasonable control of that Party. Contractor and State agree to take
prompt reasonable actions to minimize the effects of any such event or circumstances.
2.13
MATERIALS INTEGRITY & CONTROL: The awarded contractor (vendor) agrees to take and
maintain all measures necessary to ensure the security of materials used in the development of and work
produced or printed under this contract and the materials they are printed on or made from. The contractor
agrees to shred and destroy all waste or excess materials used in producing the work under this contract or
work not accepted by the Society, to prevent their use by another or in any other manner not expressly
authorized by the Society. The contractor agrees that upon failure to fully comply with this paragraph, the
contractor shall reimburse the Society any costs incurred by it in recovering materials or work or ensuring
against its unauthorized use. The contractor further agrees to pay the Society the face value, or other value
ascribed to the work by the Society, for work completed but not delivered or otherwise disposed of or
accounted for to the satisfaction of the Society.
2.14
RECYCLED PAPER: Recycled paper shall be used and shall meet the definitions and minimum
content recommendations in the Federal Paper Products RMAN (61 FR 26985/EPA530-Z-96-005), issued
May 29, 1996, as amended by RMAN II (63 FR 31214), June 8, 1998. The minimum content for this bid
5
shall be 30% post consumer recovered materials for uncoated text and 10% consumer recovered material
for cover stock and coated text.
Alternate Paper: If recycled paper is not available or the price exceeds 15% or more of less recycled
content or virgin paper, bidder may include an alternate bid for the paper. Bidder must provide cost
of recycled paper, as per the specifications, if it is available. The State reserves the right to choose
which paper is in the best interest of the State.
2.15
OVERRUNS/UNDERRUNS: No underruns will be allowed. Overruns are not to exceed 3%. If
awarded vendor produces less than the press run of 4,000 books or 4,120 dustjackets, they will be required
to produce the extra books at no cost to the Society.
2.16
PROOFS AND PRESS CHECKS: A proof appropriate to the job will be specified by the Society. A
prepress proof is any color proof made using ink jet, toner, dyes or overlays, as compared to a press proof printed
using ink. Also, a press check is an event at which make-ready sheets from the press are examined before
authorizing full production to begin.
2.16.1
PROOFING
Contractor must have digitally based proofing capabilities. The vendor must also have proofing
medium as large as the largest finished size of the work plus bleeds, trims and register marks.
 low resolution laser proof or dylux proof position proofs, capable of 4 colors, for the interior text
and cover, trimmed, backed-up, collated and folded to show actual trim, registration,
crossovers, and other elements of page composition
 color contract proof for cover (high resolution). It is expected that the contract color proof will be
calibrated to the press and color matched on press.
 scatter proofs for all interior images (high resolution)
2.16.2
Press Checks: A press check is required. Press checks, when requested, should be
scheduled during the normal daytime shift unless otherwise agreed to by the agency. Arrangements
should be made at least 24 hours in advance and confirmed the day of the press check.
2.16.3
Mileage Requirement: WHS requires that the vendor’s press be located within one hundred fifty
(150) miles of Madison, Wisconsin, to allow for WHS and/or a graphic designer to attend a press check.
2.17
VENDORNET REGISTRATION SYSTEM: 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. A subscription with notification 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 designated commodity/service area(s) with
an estimated value over $25,000. Organizations without Internet access receive 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.
The subscription to VendorNet is not a fee to do business with the State of Wisconsin. Alternatively, an
organization may read the legal notices of the official state newspaper, the Wisconsin State Journal, to
learn about request for bid and request for proposal opportunities over $25,000 and request a copy from
the contracting agency.
2.18
FORMS/ITEMS REQUIRED AS PART OF THIS BID: All of the following must be furnished when
the bid is submitted:
Signed and Completed Request for Bid for (DOA-3070)
Bidder’s Check List
Signed and Completed Price Worksheet
Completed Vendor Information (DOA-3477)
Completed Vendor Reference (DOA-3478)
6
Signed and Completed Designation of Confidential and Proprietary Information (DOA-3027)
Signed and Completed W-9, if the vendor is not registered with the State of Wisconsin.
Vendors must submit 2 (two) copies of all bid paperwork.
If you have not previously provided WHS with like products and services you may also be required
to provide WHS with samples of similar work and a list of your equipment.
7
3.0
SPECIFICATIONS
**THE FOLLOWING MANUFACTURING, PACKAGING, AND
SHIPPING SPECIFICATIONS ARE MINIMUM MANDATORY REQUIREMENTS**
3.1
MANUFACTURING SPECIFICATIONS
TITLE:
For Love and Money: Portraits of Wisconsin Family Businesses
ISBN:
978-0-87020-646-7
PRESS RUN:
4,000
TRIM SIZE:
9.75 x 9.75 inches
PAGES:
128
ART:
approx. 76 four-color images. Image reproduction must be of the highest quality.
PREPRESS: Customer will provide final digital application files or PDFs based on best prepress
production path for both cover and body. WHS Press requires printing at a minimum of a 175 line screen
for this project. Images can be furnished at a resolution for up to a 200 line screen depending on printer
capabilities.
BINDING:
Jacketed one-piece smyth-sewn case, bound on 9.75” dimension. Body pages will be
folded and smyth-sewn, gathered and glued off with endsheets and trimmed. Covermounts
will be mounted on boards (min. 98 pt) and one hit stamp will be applied to the spine.
Books will be rounded back, reinforced with headbands and footbands and liner will be
applied.
PROCESS:
High quality, sheet-fed offset lithography via computer to plate process.
PAPER:
Body: 100 lb Sterling Premium dull. Must meet ANSI/NISO standards Z39.48-1992 for
acid-free content. See also section 2.14 for specifications on recycled content.
Endsheets: 80 lb Rainbow BRIAR A
Dustjacket: 100 lb Sterling Ultra C1S
INK:
Body: 5/5 (CMYK + spot gloss varnish), no bleeds
Dustjacket: 4/0, includes bleeds
Casestamping: General Roll Leaf Lusterfoil platinum foil S120 OR similar. Please provide
sample.
COVER
FINISHING:
Dustjacket: overall gloss film laminate
Covermounts: One piece case with board covering of LBS Verona Cloth Midnight 570.
Substitutions of similar book cloth may be considered. Vendor required to provide cloth
samples prior to bid being awarded if necessary.
Case stamping die: Spine stamping to read as follows: Corey / For Love and Money /
Portraits of Wisconsin Family Businesses / [WHS logo]
Dies supplied by printer.
HEADBANDS/
FOOTBANDS: FimBands Ultramarine Blue (325) OR similar. Please provide sample.
PROOFS: Customer requires:
 low resolution laser proof or dylux proof position proofs, capable of 4 colors, for the interior text,
trimmed, backed-up, collated and folded to show actual trim, registration, crossovers, and other
elements of page composition
 color contract proof for cover (high resolution).
 scatter proofs for all interior color images (high resolution)
8
REPRINTS:
Vendor will preserve negatives/electronic files in working order for two years from date of
delivery. No materials will be discarded by vendor without customer’s written authorization.
ARCHIVING: Vendor will supply final archive version of all files. All archival files should be supplied
within one week of book ship date.


final application files for cover, dustjacket, case, specialty coatings, and interior text as applies,
including any alterations to text or images made at the pre-press stage. Final application files
consist of
o page layout application files
o all final high res images
o fonts
Press-quality PDF files of cover, dustjacket, case, specialty coatings, and interior text as applies
DELIVERY:
Vendor will deliver books in cartons and bulk-packed on pallets to two shipping addresses
(see attached shipping specifications). Advance notification of shipment and ETA will be made to Jere
Foley, 608-261-2458.
SCHEDULE: Vendor will supply proofs within 7 working days of receiving customer’s files. Vendor will
ship books within 35 working days of receiving customer’s final approval of proofs. Publisher requires a
minimum of three days to review proofs. Anticipated transmittal date: December 16, 2013
3.2
PACKAGING AND SHIPPING SPECIFICATIONS
Any shipment not conforming to the specifications is subject to refusal or the costs associated with inspection and
repair unless prior permission has been obtained through the Wisconsin Historical Society Press from the
Warehouse Manager of the University of Chicago Press / Chicago Distribution Center.
The BOOKS, cartons, pallets, and packing list must meet the following specifications:
1.
All materials must be packed in cartons unless prior permission has been granted as stated above. 44
ECT or 275 lb. test shipping cartons are to be used. Maximum weight per carton is 40 lbs. If the 40 lbs.
maximum is exceeded, the CDC will have to remove enough books from each carton to meet the 40 lbs.
limit. In addition to opening and resealing the cartons, because the carton quantity has changed, all the
altered cartons will require new carton labels to reflect the change in the carton quantity. Any fees from
the warehouse resulting from improperly packed cartons will be charged back to the printer. If tape is
used to seal the cartons, or used for materials packaged as sets, reinforced tape must be used which
conforms to ICC regulations.
2.
Carton dimensions must be within the following sizes:
Maximum: not to exceed 13” (h), 14” (w), 22” (l)
Minimum: not less than 5” (h), 8” (w), 10” (l)
The only exception to these dimensions will be special set cartons or single fold cartons, which will be
determined at the time of manufacture.
3.








The following data is required by the CDC on the carton label:
Title: (24 Point Font is recommended.)
Author
Publisher
BIND TYPE Text Only (24 Point Font is recommended.)
ISBN-13 Text and barcode required (24 Point Font is recommended.)
Printing Number Printing date in MM-YY format
Carton Quantity (Ctn Qty) text and barcode required (18 Point Font is recommended).
Carton Weight (Ctn Wt.) text and barcode required (18 Point Font is recommended).
The following data is optional:
 ISBN-10 Text only (no barcode required)
 Any other data deemed necessary is optional
9
Title:
A History of Everything
Author:
I. M. Agenius
Publisher:
Great Books Are Us
Bind Type:
Cloth
Ctn. Wt.:
Barcode
Printing #
EAN
ISBN – 13:
CTN. QTY:
(The sample label pictured in this document shows both required and optional data, only to show the desired
label layout for required data and for optional data, if included on the label.)
4.
Two labels are required per carton, one label on the long side panel and one label on the short side
panel. The label example shown above is 4” high x 6” wide. The label specifications and accompanying
label example are based on the example product label formats recommended in the BISG Guidelines.
The accompanying label is meant to show what information is required by the CDC on the label (as
specified above), and to be a guide for label design as recommended in the BISG Guidelines. Other
information displayed in BISG Guidelines examples is optional. The BISG Guidelines can be found on
the web at: http://www.bisg.org/docs/shipping_label_guidelines.pdf
5.
Cartons must be packed with uniform quantities. Odd copies must be packed in a carton clearly marked
with the number of copies in that carton.
6.
Stack only one title and only one binding of a title on a pallet. Two editions of the same book must be put
on separate pallets.
7.
Books must be stacked flat in the cartons and never stacked on end. There must be sufficient packing
material to fill in the gaps within each carton.
8.
There must be cardboard or Styrofoam sheets placed on top of the books to prevent damage when
opening.
9.
A standard 4-way non-wing 40” x 48” hardwood pallet must be used. See the attached sketch.
10.
Loads must not overhang any edge of the pallet. 48” is the maximum height that will fit into our storage
racks. Pallet loads must not be double stacked in trailer. Our dock door is 8’.
11.
To stabilize pallet load in transit, one of three modes of stabilization is required: shrink wrap, stretch
wrap, or spraying cartons with a palletizing adhesive.
12.
A packing list must accompany each shipment. Show author, title, ISBN, edition, total number of cartons
and number of books on each pallet. This packing list must be in a carton placed at the top of the pallet
and marked “Packing List enclosed.”
10
13.
Do not load pallets sideways in the trailer. Our power lift trucks must make entry into the pallet parallel to
the length of the trailer.
14.
Overseas shipments: pallets must be certified and fumigated.
15.
All deliveries to the dock will be accepted Monday through Friday (except holidays). The dock hours are
8:00 am to 4:30 pm CST.
Ship 10 advance copies to:
Wisconsin Historical Society
Attn: Jere Foley
816 State Street
Madison, Wisconsin 53706-1482
Upon customer approval of advance copies, ship the remaining stock, plus any overruns and
dustjackets, per the specifications above, to:
Wisconsin Historical Society Press
Attn: Sue Tranchita [this must appear on shipping label]
c/o Chicago Distribution Center
11030 S. Langley Ave.
Chicago, IL 60628
The label on each carton in the shipment to Chicago must read as follows (refer to item 3 under
Packing and Shipping specifications for guidelines on font size):
For Love and Money
Corey
WI Historical Society Press
CASE
ISBN 13 978-0-87020-646-7
[ISBN 13 Barcode]
[Carton quantity]
[Carton quantity barcode]
[Carton weight]
[Carton weight barcode]
Dustjackets must be packed flat. Do not roll or fold. The label on each dustjacket package in the shipment
to Chicago must read as follows (refer to item 3 under Packing and Shipping specifications for
guidelines on font size):
For Love and Money
Corey
DUSTJACKETS
ISBN 13: 978-0-87020-646-7
[ISBN 13 Barcode]
[Carton quantity]
[Carton quantity barcode]
11
HSD 4004
“For Love and Money: Portraits of Wisconsin Family Businesses”
4.0
PRICE WORKSHEET
4.1
PRICE WORKSHEET TO BE COMPLETED BY BIDDER
Price Worksheet
Price
Printing 4000 w/ paper
Deduction, if WHS supplies paper (qty 4000)
Charge per hour for text alts
Charge per hour for image alts
Charge for color cover contract proof
Charge for 1 set (128 pages) folded and
bound laser or dylux proofs
Charge per page for high resolution proofs of
interior pages
Plate change charge*
Shipping 5 to 53706 (MADISON)
Shipping 3,995 + overs to 60628 (CHICAGO)
*WHS Press does not anticipate incurring a plate change charge but requires the cost upfront
should such a change be necessary.
Company Name__________________________________________________
Authorized Representative___________________________________________
Signature
Authorized Representative___________________________________________
Type or Print
Date_________________________________________________________
12
APPENDIX A
Standard Terms and Conditions for State of Wisconsin Printing
1.
GENERAL: These standard conditions, the accompanying detailed specifications, all purchase orders, all statutory requirements, and
all conditions contained in the bid documents become, by reference, a part of any award or contract. If a specific clause or
specification of the above is contrary to these conditions, that clause or specification prevails. 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. All
references to the "state" mean the State of Wisconsin.
Public printing is defined by state law as all graphic reproduction by whatever process and the necessary material and
binding, that is paid for with state funds or funds handled through state accounting and disbursing channels.
2.
OBLIGATIONS OF STATE: The obligations of the state of Wisconsin include placing orders, providing copy, reading proof, and
paying for work officially ordered, received, and accepted. When specified, the state agency may furnish paper.
3.
OBLIGATIONS / RESTRICTIONS OF CONTRACTOR: The contractor is responsible for producing the type of work described
in the bid and contract and for providing all materials, service, shipping, insurance, and other costs incidental to and necessary for
manufacturing and delivering the printed product. After acceptance of order, the contractor is responsible for completion, including
work it is unable to accomplish in its own plant, with no additional cost to the state.
The state may require contractors to furnish a reasonable amount of technical assistance to state agencies. The state
may require contractors to furnish reports of contract activity.
Ownership of Materials: All materials and electronic files produced or procured by the contractor for the state become
state property. Contractor will immediately transfer possession of all items when so requested by the state. In the
absence of another written agreement, all costs associated with the return of materials shall be borne by the contractor.
All materials returned must be properly wrapped and identified by order number.
Security: Contractors must take all reasonable precautions necessary to protect the state against the unlawful use and
distribution of printed materials and the control of production materials (e.g., plates, film, type, paper, copy and electronic
documents). The only distribution authorized appears on the official purchase order. Samples of work requiring special
security measures, which are furnished as audit or correspondence samples, must be hole punched or similarly voided to
assure non-use. Shipment security is the responsibility of the contractor.
Liability: The contractor must assume all costs and responsibility for the use of any patented equipment, processes or
procedures used or incorporated in the manufacturing, distribution or sale of materials, or services bid. The contractor
shall indemnify, hold harmless and defend the State of Wisconsin and its agencies, officers, officials, employees and
agents from all liability arising out of the contractor's performance under the contract.
Labor Laws: The contractor, by submitting a bid, guarantees that the articles described and sold to the state will be
manufactured or produced in accordance with applicable state and federal labor laws.
Subletting: The contractor may not transfer, assign, or sublet any state work without the prior consent of the state, nor
may any of the work be performed outside of the contractor's plant without advance approval. Such approval must be
requested and approved in writing. The contractor is responsible for subcontracted work. No price increase will be
granted for subletting. Unauthorized subletting may result in cancellation of the contract.
Vendor Name or Logotype: Printing contractors will not affix their company label, name, logotype, union bug or other
identifying information to any printing for the state.
Promotional Advertising / News releases: Reference to or use of the State of Wisconsin, any of its departments, agencies
or other sub-units, 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.
4.
QUALITY: All printing is expected to meet the following minimum standards: Work must be in register consistent with the type of
work being done. Inking must be consistent and uniform throughout in density and color. Colors must be as specified. Folding and
punching must be in register. Pages must align with artwork, when applicable. Other finishing must be according to specifications
(e.g., packaging, labeling).
Work that does not meet the specified contract standards for quality may be rejected and, if time allows, reprinting may be
required at the contractor's expense. No payment will be made for rejected printed matter or services. When time does
not allow for a reprint, the state has the right to use the job without compensation to the contractor.
13
5.
BIDDING: The State of Wisconsin reserves the right to accept or reject any or all bids, to waive any technicalities in any bid
submitted, and/or to rebid if necessary, as deemed in the best interest of the State of Wisconsin. Conditional or alternate bids may be
rejected.
Official Sealed Bids must be date and time stamped by the soliciting purchasing office on or before the date and time that
the bid is due. Bids date 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 purchasing office.
As of the announced date and hour of the bid opening, all bids become firm and cannot be altered. Until the award is
made, bidders who identify errors in their bids may withdraw their bids. Bid prices are firm for acceptance for 30 days
from bid opening, and in the case of award, for the full contract period.
All Official Sealed Bid openings are public. Records may not be available for public inspection prior to issuance of the
notice of intent to award or the award of the contract.
Collusion: By submitting a quotation on a bid inquiry, the bidder implies unconditional acceptance of the statement: "We
as bidders depose that we as individuals, the business firm which we represent, or any agent or representative of said
firm, have not in any manner, directly or indirectly, entered into any agreement or participated in any collusion or
otherwise taken any action in restraint of free competition in connection with this bidding; that the bid submitted has been
independently arrived at without collusion with any bidder or any other competitor; that no attempt has been made to
induce any other person or firm to submit or not to submit a bid, or to adjust their bid; and that these are accurate
statements subject to penalty for perjury.”
Supplemental Data: Supplemental data necessary to analyze bids may be requested by the state and must be furnished
prior to the awarding of any contract.
Business Ownership: Bidders may be required to furnish information on the ownership of their companies as well as
related parent, co-ownership, and affiliate companies at the time of bid submission. Any major changes in ownership or
affiliation during the contract period will be considered a transfer of the contract, and will require approval of the state.
6.
AWARD: Awards will be made to the lowest responsive, responsible bidder. Responsibility is determined at the time bids are
evaluated, using criteria which may include: previous performance; equipment available and operable in the bidder's plant to
satisfactorily handle the type and volume of work being bid; production, technical, and supervisory personnel; experience in type of
work bid; location of the plant; delivery of proofs; extra time required for delivery, and ease of communication with printer.
State representatives are to have reasonable communication with and access to the plant(s) of contractors and bidders
during regular hours of operation when needed.
Reciprocity: Awards for printing will not be made to vendors located in states or foreign entities that implement in-state
preferences for the purchase of printing. Proof of reciprocity rests with the bidder.
Performance Bond: A successful bidder may be required to post a performance bond. Any performance bond must be
underwritten by a firm authorized to conduct business in the state of Wisconsin. Failure to perform satisfactorily may
result in cancellation, rejection, reprinting of any order, cancellation of the contract, forfeiture of the performance bond,
and/or removal from bidder lists.
7.
ORDERING: Each printing job is ordered separately, using an official State of Wisconsin Purchase Order. Orders are issued
directly from the agencies to the contractor. Changes to an order are provided in writing. If required by the contractor or agency
accounting policy, the Purchase Order will be used if the change involves cost.
The contractor is expected to review each order for accuracy and completeness and to advise the ordering agency of any
discrepancies. Orders must be acknowledged promptly, referencing the order number and delivery date. The
acknowledgement becomes a firm delivery commitment.
The contractor must notify the ordering agency when a change in delivery date is anticipated. This notice should be made
by telephone and confirmed in writing.
The state reserves the right to cancel any purchase order after it has been written and at any time during the production
process. If the order is cancelled before any work has been done, no payment will be made. If the work has already
begun when the order is cancelled, the contractor may bill for the labor, materials, and service that have been performed
up to the time the cancellation notification was received.
8.
PACKAGING: All printed matter must be firmly packed in cartons to protect against jamming and shifting, spoilage, loss, or
damage during delivery. Each order must be packed separately. When specified, cartons must be delivered on skids or pallets.
Packaging materials, including cartons, skids, and pallets, must be furnished by the contractor.
14
9.
Corrugated board cartons (200 lb. test or stronger) must be uniform in size and suitable for shelf storage and employe
handling. Oversized, overweight, or weak cartons are unacceptable. Loaded cartons must not weigh more than 40
pounds each.
Each carton in a shipment must be clearly labeled with: Purchase order number; ordering agency; delivery address (as
shown on purchase order); item contained; numbering sequence contained, if applicable; and total order and quantity per
carton.
DELIVERY: Delivery Requirements: Printing must be delivered as specified. All deliveries are F.O.B. inside destination door to
any Wisconsin state agency location. Contractors are not required to deliver elsewhere within a building. Unless otherwise noted on
the order, delivery hours are 8:00 a.m. to 3:00 p.m., Monday through Friday, except state holidays.
Unless otherwise specified, contractors are required to ship to only one destination on each order. When an order
specifies delivery to more than one point, the contractor may charge for the additional deliveries. Freight bills must
accompany the invoice to verify the extra charges.
Overruns and underruns: Overruns or underruns are not to exceed 3% on quantities ordered up to 10,000 and 1% on
quantities ordered over 10,000, unless otherwise stated in the bid/contract documents. The contractor will be paid for the
actual quantity delivered within this tolerance.
Unavoidable Emergencies: The contractor will be excused for delays due to uncontrollable causes, such as natural
disasters, national emergencies, strikes, or fires. Production problems are not considered unavoidable emergencies. The
contractor must notify the ordering agency, in writing, of such developments immediately, stating the reason, justification,
and estimated extent of the delay. Under these conditions the state may, in its sole discretion, purchase from other
sources until the situation is remedied and the state is notified in writing.
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.
10. INVOICING AND PAYMENTS: A separate invoice for each order must be sent directly to the ordering agency promptly after the
job is delivered. 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. Invoices will not be dated as
received or processed for payment until all accompanying items required are received by the state.
The State of Wisconsin normally will pay properly submitted vendor invoices within thirty (30) days of receipt providing
goods have been delivered and accepted as specified.
Auditing: Invoices are approved for payment only if they comply with bid, specifications, order, and sample. Adjustments
to invoice amounts are made as follows:
Unauthorized charges for tax or pre-paid freight included in bid pricing may be corrected and paid with no prior notification
to vendor; a copy of the corrected invoice will be sent to the contractor with payment. The contractor will credit these
charges from the state account promptly. All other credit requests will be accomplished according to agency accounting
practices, accompanied by a good faith dispute. A good faith dispute creates an exception to prompt payment.
Overtime: No compensation for overtime will be allowed for the contractor's failure to meet normal production
requirements. Overtime may be allowed to meet unusual requirements when authorized by the state.
Taxes: The State of Wisconsin and its agencies are exempt from federal tax and Wisconsin state and local taxes except
for Wisconsin excise or occupation tax on specific controlled commodities which do not include printing. The State of
Wisconsin may be subject to another state's taxes depending upon the laws of the state from which the purchase is made.
The state's federal registration number is 39-73-1021-K. State sales tax exemption numbers may be requested of
individual agencies.
11. REMEDIES AND DAMAGES: When a contractor fails to comply with contract requirements, when a delivered item
is improperly produced or otherwise not to specifications, or when time is of the essence and there is insufficient time to
reprint, the contractor may be assessed damages for any order or part of an order that is overdue or defective. A late
delivery charge in an amount not more than five percent (5%) per day of the net due printer for each working day the
contractor is late may be charged to the contractor. The late delivery fee may be deducted from any payments due the
contractor.
Contractors whose default has caused additional expense to the agency may be assessed liquidated damages to
compensate the agency for actual damages incurred.
In addition to the provisions stated above, in the event contractor shall default in any of the covenants, agreements,
commitments, terms or conditions herein contained, the state shall have all other rights and remedies which it may have
at law or in equity against contractor.
15
No failure to exercise and no delay in exercising any right, power or remedy hereunder on the part of the state or
contractor shall operate as a waiver thereof, nor shall any single or partial exercise of any right, power or remedy preclude
any other or further exercise thereof or the exercise of any other right, power or remedy. No express waiver shall affect
any event or default other than the event or default specified in such waiver, and any such waiver, to be effective, must be
in writing and shall be operative only for the time and to the extent expressly provided by the state or contractor therein. A
waiver of any covenant, term or condition contained herein shall not be construed as a waiver of any subsequent breach
of the same covenant, term or condition.
No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other
remedies at law or in equity.
12. 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.
12.1 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.
12.2 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.
12.3 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.
13. APPLICABLE LAW: 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 any contract with a federally debarred contractor or a contractor which is presently identified on the list
of parties excluded from federal procurement and non-procurement contracts.
14. VENDOR TAX DELINQUENCY: Vendors who have a delinquent Wisconsin tax liability may have their payments offset by
the State of Wisconsin.
15. 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.
16. PROPRIETARY INFORMATION: Any restrictions on the use of data contained within a request must be clearly stated in
the bid 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.
16.1 Data contained in a bid, 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.
16.2 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 may request the form if it is not part of the
Request for Bid package. Bid prices cannot be held confidential.
17. 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 CANCELLATION: The State of Wisconsin reserves the right to cancel
16
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.
19. 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.
20. INSURANCE RESPONSIBILITY: The contractor performing services for the State of Wisconsin shall:
20.1 Maintain worker's compensation insurance as required by Wisconsin Statutes, for all employees engaged in the
work.
20.2 Maintain commercial liability, bodily injury and property damage insurance against any claim(s) that 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 product 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.
21. 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).
22. 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
APPENDIX B
STATE OF WISCONSIN
Bid / Proposal #
DOA-3477 (R05/98)
Commodity / Service
VENDOR INFORMATION
1
.
BIDDING / PROPOSING
COMPANY NAME
FEIN
Phone
(
)
FAX
2
.
3
.
4
.
5
.
(
)
Toll Free
Phone
E-Mail
Address
(
)
Address
City
State
Zip + 4
Name the person to contact for questions concerning this bid / proposal.
Name
Phone
(
)
FAX
(
)
Title
Toll Free
Phone
E-Mail
Address
(
)
Address
City
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
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
CEO / President
Name
This document can be made available in accessible formats to qualified individuals with disabilities.
18
APPENDIX C
VENDOR REFERENCE (DOA – 3478)
FOR
VENDOR:
Provide company name, address, contact person, telephone number, and appropriate
information on the product(s) and/or service(s) used for four (4) or more installations with
requirements similar to those included in this solicitation document. If vendor is proposing any
arrangement involving a third party, the named references should also be involved in a similar
arrangement.
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Product(s) and/or Service(s) Used
Phone No.
This document can be made available in accessible formats to qualified individuals with disabilities.
19
APPENDIX D
STATE OF WISCONSIN
DOA-3027 N(R01/98)
DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION
The attached material submitted in response to Bid/Proposal #HSD 4004 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.
20
State of Wisconsin
Department of Administration
State Bureau of Procurement
101 East Wilson Street, 6th Floor
P. O. Box 7867
Madison, WI 53707-7867
DOA-3049 (R01/2000)
S. 51.01(5) Wis. Stats.; s. 111.32(13m) Wis. Stats.
Contract – Appendix E
Commodity or
Service:
Contract
Period:
Request for Bid/Proposal
No:
Contract
No:
1. This contract is entered into by and between the State of Wisconsin, Department of Administration, and the contractor
whose name, address, and principal officer appears below;
2. Whereby the State Bureau of Procurement, Department of Administration, agrees to direct the purchase and the
contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid
cited above, and in accordance with the contractor's bid submitted on this request for bid; which request for bid is hereby made a part of
this contract;
3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any
employe 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. The contractor
agrees to post in conspicuous places, available for employes and applicants for employment, notices to be provided by the contracting
officer setting forth the provisions of the nondiscrimination clause.
4. Contracts estimated to be over twenty-five thousand dollars ($25,000) require the submission of a written affirmative
action plan. Contractors with an annual work force of less than twenty-five (25) employes are exempted from this requirement.
Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency.
Technical assistance regarding this clause is provided by the Wisconsin Office of Contract Compliance, Department of Administration,
P.O. Box 7867, Madison, WI 53707-7867, (608) 266-5462.
For
State of Wisconsin
Department of Administration
State Bureau of Procurement
To be Completed by Contractor
For
Company Name
By
Name
Company Address
Signature
City, State, ZIP
Title
By
Name
Phone
Signature
Date
Title
(mm/dd/ccyy)
Witnesses
Date
(mm/dd/ccyy)
Witnesses
21
State of Wisconsin
Department of Administration
Division of Executive Budget and Finance
State Controller’s Office
DOA-6448 (R08/2001)
Substitute W-9
DO NOT send to IRS
APPENDEX F
Taxpayer Identification Number (TIN) Verification
Print or Type
Please see attachment or reverse for complete instructions.
This form can be made available in alternative formats to qualified individuals upon request.
Legal Name
(as entered with IRS) If Sole Proprietorship enter your Last, First, MI
Entity Designation
Required
Individual / Sole Proprietor
Corporation (includes service corporations)
Limited Liability Company - Partnership
Limited Liability Company - Corporation
Government Entity
Hospital Exempt from Tax or Government
Owned
Long Term Care Facility Exempt from Tax or
Government Owned
All Other Entities
Trade Name
If doing business as (D/B/A) or enter business name of Sole Proprietorship
Remit Address
(check only one)
(where check should be mailed)
PO Box or Number and Street, City, State, ZIP + 4
Taxpayer Identification Number (TIN)
Order Address
If you are a sole proprietor and you have an EIN,
you may enter either your SSN or EIN. However,
using your EIN may result in unnecessary notices
to the requester.
(where order should be mailed)
PO Box or number and street, City, State, ZIP + 4
___ ___ ___ ___ ___ ___ ___ ___ ___
Primary Address
(for return of 1099 form if different from remit
Check Only One
address)
Required
Social Security Number (SSN)
Employer Identification Number (EIN)
Individual Taxpayer Identification Number
for U.S. Resident Aliens (ITIN)
PO Box or number and street, City, State, ZIP + 4
Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number, AND
2. I am not subject to back up withholding because (a) I am exempt from backup withholding, or (b) I have not been
notified by the Internal Revenue Service (IRS) that I am subject to back up withholding as a result of a failure to report
all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding.
3. I am a U.S. person (including a US resident alien).
Printed Name
Printed Title
Telephone Number
(
)
Signature
Date (mm/dd/ccyy)
For Agency Use Only
Agency Number
Contact
Phone Number
Change
Name
Address
Other (explain)
22
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