A10_-_Experience_and_Capacity_Molera.docx

Attachment 10 – Experience and Capacity Response

THE STATE MAY DETERMINE YOUR PROPOSAL NON-RESPONSIVE IF YOU DO NOT FULLY RESPOND.

The Offeror shall provide a narrative response to each section that demonstrates their understanding of the Scope of Work requirements and describes the company’s overall experience and capacity in providing the Services stated in this Solicitation. If there is a section that is not applicable to the Services required by the Scope of Work, you may mark it “N/A”.

Offeror shall provide a response either after each section or in a separate document entitled: “Attachment - Experience and Capacity Response.” If a separate document is used, please clearly designate each section and double-check to ensure that each question has been answered. If any information provided is considered CONFIDENTIAL by Offeror, the information must be specifically included in the Confidential Information Designation Attachment and related documentation to be assessed for confidential treatment under A.A.C. R2-7-103.

1.0 Company Profile. The Offeror must include a narrative description of its organization. The narrative must include the following:

1.1 Brief overview of business operations, with an emphasis on experience in regards to the Scope of Work;

1.2 Location in which the Offeror is incorporated;

1.3 Address of “Main Office” (e.g. Corporate Headquarters and any satellite offices responsible for performance of proposed tasks;

1.4 Offeror's organizational chart relevant to the Contract, specifically identifying the key point of contact for all questions related to the submitted Offer;

1.5 Full disclosure of any potential conflict of interest between the Offeror and any State employee who functions or has responsibilities in the review or approval of the undertaking or carrying out of the Contract;

1.6 A Statement of whether, in the last five (5) years, the Offeror has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details and current status;

1.7 A Statement of whether there are any pending Securities Exchange Commission investigations involving the Offeror, and if such are pending or in progress, an explanation providing relevant details and an attached opinion of counsel as to whether the pending investigation(s) may impair the Offeror’s performance in a Contract under this Solicitation;

1.8 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation that may have a material impact on Offeror’s ability to deliver the contracted Services;

1.9 A Statement documenting all open or pending litigation initiated by Offeror or where Offeror is a defendant or party in any litigation with a public sector client;

1.10 Full disclosure of any public sector contracts terminated for cause or convenience in the past five (5) years;

1.11 Full disclosure of any criminal or civil offense;

1.12 Offeror shall provide evidence of any Arizona required business license to provide these Services; AND

1.13 Offeror shall provide copies of any professional or industry certifications that represent the Services detailed in this Solicitation.

Offeror Response:

Molera Alvarez, main office located at 5343 N 16th St. Ste 240 Phoenix, AZ 85016, was established in 2003. For the past twenty years, Molera Alvarez has provided ongoing consulting and government relations work at the state and local level primarily in Arizona but also across the country. Moreover, this team has over a century of federal, state, and local government affairs experience. Molera Alvarez offers clients a wide array of services that help companies and organizations meet their strategic needs. Whether it is community outreach, development/presentation of promotional materials, interaction with the business community, public opinion surveying, strategic planning, and/or designing and implementing government relations strategies, the team of Ruben Alvarez, Claude Mattox, Elizabeth Hatch, Deanna Jonovich, Estrella Mendoza, Rex Bartlett, Shirley Springer, Julia Alvarez and Jaime Molera have considerable knowledge of, and hands-on experience with, state, local, and federal legislative processes. Collectively we have served in a variety of high-level government staff positions, as well as held local and statewide public offices.

Molera Alvarez, according to the Phoenix Business Journal, continually is listed in the top 10 lobbying/government affairs firms in Arizona. Over the past three years, Molera Alvarez not only has continued to maintain its’ market-share, by maintaining the core client base focusing on state and local government affairs but has expanded our service offerings. In the last three years, the firm has expanded staff by hiring an additional staff member who specifically focuses on municipal/community services and enhanced our ability to provide local and national outreach to Latino organizations.

Experience and Qualifications of the Firm and Key Personnel Molera Alvarez has represented numerous public sector clients at the federal level, the state level and at the municipal level, and has a long and varied list of public sector experience. Additionally, principals of the firm have worked on Capitol Hill, for federal agencies, for Arizona Governors, for the Arizona House of Representatives, for Arizona cities, and even have served as a statewide official. All members of the Molera Alvarez team are based in Phoenix, Arizona.

Organization Chart

Jaime A. Molera will serve as the main point of contact for this contract and will be supported legislatively by Elizabeth Hatch and Rex Bartlett. Ruben Alvarez will assist in supporting the coalition building and strategy necessary to be successful in a contract of this scope.

Conflicts and attestations Molera Alvarez and its principals maintain no conflicts with any of the conditions, nor does it have any pending bankruptcy, litigation, or investigations against it. Molera Alvarez has had no public sector contracts fired for cause in the past 5 years, nor do its principals have any criminal or civil offenses before them.

2.0 Company Experience

2.1 What market(s) are your current clients primarily in?

2.2 What experience do you have serving clients in business markets within the State of Arizona?

2.3 What is the range in size of your current clients?

2.4 Provide two (2) examples that exhibit your experience with Materials or Services for clients relevant to the Scope of Work? Provide supporting documentation as a separate attachment and title the document: “Attachment - Company Experience”.

2.5 In the last five (5) years, did any of your clients cancel their contracts with your company? If “yes”, why? Please provide as much detail as possible.

2.6 With what relevant trade and/or professional associations are you involved? How does this participation give you an advantage over your competition?

Offeror Response:

Molera Alvarez maintains clients across various markets, including education, healthcare, transportation, and business services, with no market being primary. Over the past 20 years, our firm has achieved success in many fields, representing organizations ranging from two-person trade groups to some of the largest employers in the state, including JPMorgan Chase and CVS Aetna, with proficiency at every level. In the last 5 years we have not had a single contract cancelled by clients. Our firm stands uncontested at the forefront of professional associations in the state. Our contracts with Greater Phoenix Leadership and Southern Arizona Leadership Council go beyond supplying services to them, as our principals are also recognized leaders in the business community. Jaime A. Molera has previously served with distinction as the President of the Arizona State Board of Education, The Greater Phoenix Chamber Public Affairs Committee Chair, and on the Board of Directors for the Arizona Chamber of Commerce. These opportunities serve to elucidate the qualifications Mr. Molera has as a leader at the nexus of Government and business. Ruben Alvarez serves on the board for the Phoenix Community Alliance, Valley of the Sun United Way, Arizona Commission on the Arts, and a litany of other groups serving Phoenix and Arizona. Rex Bartlett is also a Board member of the Greater Phoenix Chamber Valley Young Professionals, further demonstrating that at Molera Alvarez improving the standing and relations of Arizona’s rich economic environment is a priority, not a coincidence.

3.0 Financial/Accounting Information

Offeror must provide evidence of financial stability and capability to fund all costs associated with providing the relevant Materials or Services throughout the term of the Contract. The latest two (2) years audited annual financial statements including total revenue, net income, and total assets must be submitted with the Offeror’s proposal. If audited financial data is unavailable, explain in full, the reason and provide the latest non-audited financial information including but not limited to balance sheet, income statement, as well as statements of cash flows, and change in financial position. Include information to attest to the accuracy of the information provided.

Offeror shall provide information regarding any irregularities that were discovered in any accounts maintained by the Offeror on behalf of others. Describe the circumstances and disposition of the irregularities.

Request for Proposal

Solicitation No. BPM006852 Lobbyist Arizona Department of Administration State Procurement Office

Offeror Response:

Solicitation Attachment – Experience and Capacity Response | Revision No. 1 | Revised 11-22 Our firm attests we are able to provide as needed that documentation and that we are able to fulfill the contract in its entirety should it be awarded.

4.0 Certificates/Licenses

Submit copies of all applicable certificates and licenses that support Offeror’s ability to provide the proposed Materials or Services. At a minimum, this shall include all certifications and licenses referenced in the Solicitation Attachment - Organization Profile.

Offeror Response:

N/A

Jaime A. Molera

Ruben Alvarez

Elizabeth Hatch

Rex Bartlett

Solicitation Attachment – Method of Approach | Revision No. 1 | Revised 11-22 image5.jpg image1.jpeg image2.jpg image3.jpg image4.jpg