AAGO15-092041-AAGO15-00004332_Attachment_I_-_CIC_Information_System_8-20-14.docx

OFFER AND ACCEPTANCE

State of Arizona Office of the Attorney General Procurement Section 1275 W Washington ST Phoenix, Arizona 85007

(602) 542-8030

Solicitation No.: AAGO15-00004332 Project # AG14-0029

OFFER

TO THE STATE OF ARIZONA:

The Undersigned hereby offers and agrees to furnish the material, service or construction in compliance with all terms, conditions, Specifications and amendments in the Solicitation and any written exceptions in the offer. Signature also certifies Small Business status.

Company Name

Signature of Person Authorized to Sign Offer

Address

Printed Name

Title

Contact E-Mail Address

Contact Telephone Number Contact Fax Number

By signature in the Offer section above, the Offeror certifies:

1. The submission of the Offer did not involve collusion or other anticompetitive practices.

2. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246, State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465.

3. The Offeror has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted offer. Failure to provide a valid signature affirming the stipulations required by this clause shall result in rejection of the offer. Signing the offer with a false statement shall void the offer, any resulting contract and may be subject to legal remedies provided by law.

4. The Offeror certifies that the above referenced organization ___ IS/ ___ IS NOT a small business with less than 100 employees or has gross revenues of $4 million or less.

ACCEPTANCE OF OFFER (For Arizona State Use Only)

Your offer is hereby accepted:

The Contractor is now bound to sell the materials, services or construction listed by the attached contract based upon the solicitation, including all terms, conditions, specifications, amendments, etc., and the Contractor's offer as accepted by the Office of the Attorney General.

This Contract shall henceforth be referred to as Contract No. .

The effective date of the Contract is _________________________.

The Contractor is hereby cautioned not to commence any billable work or provide any material or service under this contract until the Contractor receives a purchase order, contract release document or written notice to proceed.

STATE OF ARIZONA

OFFICE OF THE ATTORNEY GENERAL

Awarded this _________ day of ___________ , 2014

Jerry Connolly Procurement Manager

1275 W Washington Phoenix, AZ 85007-2926

2 Questionnaire This section requests information about the contractor. Please follow the format outlined in this section when responding. Do not provide a standard boilerplate for this information or make reference to a brochure or report as part of your response.

3. Number of Personnel by Discipline: (Count each person only once, by primary function)

Administrative Staff

Sales Staff

Technical Staff

Documentation Staff

Other, Specify

Other, Specify

Other, Specify

Total Personnel

4. Business Focus, by Profile, of Firm’s Relevant Project Experience

a.

d.

b.

e.

c.

f.

2.1 REFERENCES

Provide a minimum of three references to whom you have provided similar services.

Company Name

Company Name

Point of Contact

Point of Contact

Telephone #

Telephone #

Street Address

Street Address

City, State and Zip Code

City, State and Zip Code

Company Name

Company Name

Point of Contact

Point of Contact

Telephone #

Telephone #

Street Address

Street Address

City, State and Zip Code

City, State and Zip Code

1275 W Washington Phoenix, AZ 85007-2926

2.2 Qualifications and Experience of Key Personnel

All respondents should complete this form for each person proposed to work on this project. If an item is not applicable, indicate so by inserting “N/A”.

6. Qualifications: Describe this individual’s unique qualifications for the project described in this RFP.

2.3 Major Subcontractor(s) General Organization Information

(This form may be copied or duplicated as appropriate to accommodate the number of major subcontractors) Offerors are encouraged to make every effort to utilize subcontractors that are small, women owned and/or minority owned business enterprises.

FIRM NAME AND ADDRESS:

BRANCH OR MAIN OFFICE:

DESIGNATED CONTACT PERSON :

PROVIDE ARIZONA CONTRACTOR’S CERTIFICATIONS

Number of Personnel by Discipline: (Count each person only once, by primary function)

Administrative Staff

Sales Staff

Technical Staff

Documentation Staff

Other, Specify

Other, Specify

Other, Specify

Total Personnel

Business Focus, by Profile, of Firm’s Relevant Project Experience

a.

c.

b.

d.

1. The bidder certifies that the above referenced organization [ ___is/___]is not a small business with less than 100 employees or has gross revenues of $4 million or less.

2. The bidder certifies that the above organization [___is/___]is not a minority owned business enterprise

3. The bidder certifies that the above organization [___is/___]is not a woman owned business enterprise.

REFERENCES

Provide a minimum of three references to whom you have provided similar services.

REFERENCE #1

Company:

Contact:

Street Address City, State, Zip Telephone # Fax # E-Mail:

REFERENCE #2

Company:

Contact:

Street Address City, State, Zip Telephone # Fax # E-Mail:

REFERENCE #3

Company:

Contact:

Street Address City, State, Zip Telephone # Fax # E-Mail:

REFERENCE #4

Company:

Contact:

Street Address City, State, Zip Telephone # Fax # E-Mail:

2.4

2.5 Narrative

Provide a description of your firm’s ability to provide the services identified in the Scope of Work. This description should include years of providing these types of services and identify the equipment the company plans to use to perform such services. Provide reasons why your company is uniquely qualified to provide these services to the AGO.

These requirements are copied from the Scope of Work for your convenience. Please keep Numbering format in your Response. You are expected to indicate if your system has this feature available with no modification. If provided a description should be given of the feature. If you must create this feature in your software provide a description of the feature you intend to create and the cost of the feature should be provided. You are expected to provide a spreadsheet with the cost of all modifications.

1.3.1. CIC System Requirements

Contractor shall be required to provide a system with these minimum requirements:

1.3.1.1. Ability to allow web-based, multi-user storage, retrieval and update of consumer complaint information by CIC staff, in a relational database.

1.3.1.2. Ability to allow web-based basic complaint form information, entered by consumers, to be imported into the system, along with web-based upload of documents by consumers. The web-based complaint form for consumers shall have cyber security protections to prevent bulk entry of complaints from malicious computer systems that intend to cause disruptions in service.

1.3.1.3. The system should be searchable by current Complaint Number, complainant name and address information, potential violator name and address information, CIC defined tags, including Military Service, Veteran and Spanish Language, and complaint status.

1.3.1.4. The following information should be stored for each complaint:

1.3.1.4.1. Complainant name, address, multiple phone numbers, age, email address.

1.3.1.4.2. Complaint information, including description/summary, type of complaint (entered from a list), product or service type (entered from list), type of violation (entered from a list of violations), open and closed dates, closing codes (chosen from list), complaint status (entered from list) including who is handling the complaint, dollar amounts paid by complainant, recovered amounts.

1.3.1.4.3. Multiple potential violator information (as many as needed), including name, company name, address, multiple phone numbers, fax, email address, web site.

1.3.1.4.4. Multiple affiliated potential violator information, including “Do Business As” (DBA), Associate Potential Violator (APV) name, type, business name, address, multiple phone numbers, fax, email address, web site.

1.3.1.4.5. CIC defined tags, including Military Service, Veteran and Spanish Language.

1.3.1.5. For each complaint, the system should be able to:

1.3.1.5.1. Track multiple actions done in processing the complaint (chosen from list) including sending email confirmation of receipt of complaint.

1.3.1.5.2. Track multiple brochures sent to the complainant.

1.3.1.5.3. Generate pre-designed form letters that can be sent electronically and/or hardcopy to the complainant, potential violator(s) and affiliated potential violator(s), and provide the ability to edit the form letters prior to sending.

1.3.1.5.4. Track recoveries of money or products, and source of monies.

1.3.1.5.5. Attach multiple documents to the complaint.

1.3.1.5.6. Track referrals of the complaint to other organization (chosen from list).

1.3.1.5.7. Retain current CIC numbers (unique identifiers).

1.3.1.5.8. Track notes/instructions for pending investigations (CIC Rules).

1.3.1.6. The system should allow multiple access levels with group assignments:

1.3.1.6.1. Data entry mode for CIC staff.

1.3.1.6.2. Data entry plus reporting access for CIC and Consumer Litigation Unit managers.

1.3.1.6.3. Read-only mode for attorneys and paralegals.

1.3.1.6.4. Ability to wall off access for any one particular user to a particular complaint or series of complaints due to a conflict of interest

1.3.1.7. Detail and summary reporting should be provided for all stored data, plus non-encrypted access to the database, in case IT staff needs to design custom reports.

1.3.1.8. An integrated tickler system should notify when action is needed to be taken on a complaint.

1.3.1.9 (Optional) - Compatibility with Federal Trade Commission data base.

Cloud Technology: Indicate whether you are proposing a cloud based technology system. If so, describe your firm’s ability to comply with the requirements set forth in 1.3.6 of the RFP.

Maintenance and Technical Support. Successful Offeror should be able to demonstrate substantial expertise in the setup; configuration, administration, and trouble-shooting of trial presentation technologies (List software you have expertise in). Describe your firm’s ability to deliver the maintenance and support services identified in 1.3.2 of the Request for Proposal:

Training: Successful Offeror should demonstrate substantial expertise in this field. Describe your firm’s ability to deliver the training services identified in 1.3.3 of the Request for Proposal

Consulting: Successful Offeror should demonstrate substantial expertise in this field. Describe your firm’s ability to deliver the consulting services identified in 1.3.4 of the Request for Proposal

Delivery and Milestones: Explain how you will implement the CIC data base in accordance with the RFP Scope of Work. Identify a schedule of milestones for delivering the software and related services, including training.

Offeror may provide any other qualifications showing why the Offeror is uniquely qualified for this service:

1 Pricing Schedule Provide a pricing schedule for the services as described in this RFP. Other related services may be added to the schedule. Any travel costs must be pre-approved by the Office of the Attorney General and will be reimbursed at State travel reimbursement rates. (State rates are available at the following web site: http://www.gao.state.az.us/travel/).

Measure

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