A5_-_Conformance_Statements_Creosote_7.17.xlsx
XLSX spreadsheet 29 KB Posted
- Attached to
- Lobbyist for Secretary of State (SOS)
- Solicitation number
- BPM006852
- Issued by
- Maricopa County, Phoenix City, Arizona
About this file
This is a Conformance Statements and Exceptions Request form for the Arizona Department of Administration State Procurement Office, related to Solicitation No. BPM006852 for Lobbyist services with the Secretary of State (SOS). The solicitation seeks to secure professional intergovernmental state legislative lobbying services for an "Authorized Public Lobbyist" as defined under A.R.S. 41-1231(2) beginning with the 2026 Arizona State Legislative Session. The solicitation was posted on May 23, 2025, with proposals due by July 16, 2025. The form requires offerors to indicate conformance or exceptions in three primary areas: Instructions to Offerors, Scope of Work and Specifications, and Contract Terms and Conditions. The submitted response indicates the offeror takes exceptions to the Instructions to Offerors section but confirms full conformance to both the Scope of Work and Specifications and the Contract Terms and Conditions.
The offeror proposes two exceptions to the standard requirements: offering case studies verbally upon request rather than in written form for Special Instructions to Offerors Section 5.1 regarding Contract Amendments, and offering verbal attestation regarding financial stability upon request rather than providing standard financial documentation for Section 6.1 regarding Financial Stability requirements. The form must be returned in Excel format (.xls or .xlsx), and the State reserves the right to determine whether offers with exceptions are susceptible for award under A.A.C. R2-7-C311. Responses that do not explicitly mark conformance or exceptions will be interpreted as full compliance with all requirements. No pricing information, budget amounts, set-asides, or incumbent vendor details are disclosed in this conformance document.
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Text version
Sheet1 Request for Proposal
Solicitation No. BPM006852 Lobbyist Arizona Department of Administration State Procurement Office
Attachment 5 - BPM006852 Conformance Statements and Exceptions Requests
Offeror Name:
If taking exceptions, the relevant subsequent sections must be completed. Add additional rows as needed.
This document must be returned in an Excel (.xls or .xlsx) format.
STATE WILL NOT CONSIDER ANY EXCEPTIONS UNLESS DESIGNATED ON THIS FORM.
READ ALL INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS. OFFERS WITH EXCEPTIONS MAY BE FOUND NOT SUSCEPTIBLE FOR AWARD UNDER A.A.C. R2-7-C311.
IF NEITHER BOX IS MARKED WITH AN "X" UNDER ANY SECTION BELOW, THE OFFEROR’S RESPONSE TO THAT SECTION WILL BE CONSIDERED “YES” AND STATE WILL INTERPRET THE OFFER AS IF THERE WERE NO EXCEPTIONS TAKEN.
| CONFORMANCE TO THE INSTRUCTIONS TO OFFERORS | |
| Place an "X" in one of the following boxes to indicate the Offeror's conformance: | |
| YES – Offeror acknowledges that it has read and understands the Instructions to Offerors (RFP) of the Solicitation Documents and attests that its Offer complies with all aspects. | |
| X | NO – Offeror acknowledges that it has read and understands the Instructions to Offerors (RFP) in the Solicitation Documents, and attests that its Offer complies with all aspects EXCEPT FOR the exceptions listed below. |
| Exceptions to Instructions to Offerors (RFP) | ||||
| Article / Paragraph or Exhibit Reference | RFP language (Copy and paste from Solicitation) | Proposed Changes / Alternate Language | Rationale for Proposed Change | State Response |
| Special Instructions to Offerors | ||||
| 5.1 | Amendments. This Contract is issued under the authority of the Procurement Officer who signed this Contract. The Contract may be modified only through a Contract Amendment within the scope of the Contract. Changes to the Contract, including the addition of Services or Materials, the revision of payment terms, or the substitution of Services or Materials, directed by a person who is not specifically authorized by the Procurement Officer in writing or made unilaterally by the Contractor are violations of the Contract and of applicable law. Such changes, including unauthorized written Contract Amendments shall be void and without effect, and the Contractor shall not be entitled to any claim under this Contract based on those changes. | Willing to offer case studies verbally upon request. | ||
| 6.1 | Financial Stability. You must be able to substantiate your financial stability to State’s satisfaction as a precondition of any contract award. Procurement Officer may require documentation such as current and audited financial statements, including income and balance sheets, directly from you or may obtain reports from independent financial rating services. Not providing the evidence will be grounds for Procurement Officer determining your Offer is Not Susceptible for Award. Upon request, financial documents may be held confidential under A.R.S. § 41-2540(B). | Willing to offer a verbal attestation upon request. |
Standard Instructions to Offerors (RFP)
| CONFORMANCE TO THE SCOPE OF WORK AND SPECIFICATIONS | |
| Place an "X" in one of the following boxes to indicate the Offeror's conformance: | |
| X | YES – Offeror acknowledges that it has read and understands the Scope of Work and Specifications, along with any respective Exhibits, Addendums, and Appendices of the Solicitation Requirements and attests that its Offer complies with all aspects. |
| NO – Offeror acknowledges that it has read and understands the Scope of Work and Specifications, along with any respective Exhibits, Addendums, and Appendices of the Solicitation Requirements and attests that its Offer complies with all aspects EXCEPT FOR the exceptions listed below. |
| Exceptions to Scope of Work and Specifications | ||||
| Article / Paragraph or Exhibit Reference | RFP language (Copy and paste from Solicitation) | Proposed Changes / Alternate Language | Rationale for Proposed Change | State Response |
| Scope of Work and Specifications |
| CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS | |
| Place an "X" in one of the following boxes to indicate the Offeror's conformance: | |
| X | YES – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the Uniform Terms and Conditions, along with any respective Exhibits, Addendums, and Appendices of the Solicitation Requirements and attests that its Offer complies with all aspects. |
| NO – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the Uniform Terms and Conditions, along with any respective Exhibits, Addendums, and Appendices of the Solicitation Requirements and attests that its Offer complies with all aspects EXCEPT FOR the exceptions listed below. |
Exceptions to Contract Terms & Conditions
| Article / Paragraph or Exhibit Reference | RFP language (Copy and paste from Solicitation) | Proposed Changes / Alternate Language | Rationale for Proposed Change | State Response |
| Special Terms & Conditions |
Addendum A to Special Terms & Conditions
Addendum B to Special Terms & Conditions
Uniform Terms & Conditions
Solicitation Attachment – Conformance Statements and Exceptions Requests | Revision No. 2 | Revised 03-24 image1.jpg
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