Appendix A - Offeror Profile RFP SCC-26-011-HR Addendum 2.docx

RFP SCC-26-011-HR: Strategic Talent Development Services Appendix A: Offeror Profile

RFP SCC-26-011-HR: Strategic Talent Development Services

Appendix A: Offeror Profile

Addendum 2

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Table of Contents

Instructions Offeror must respond to each item contained in Appendix A: Offeror Profile and provide all information requested. Appendix A serves as the template that Offeror must use in its entirety and in its current form. Offeror responses must be accurate and complete. Offeror may supplement it responses by adding charts, tables, diagrams, and screen shots where appropriate to assist the SCC in understanding Offeror’s proposed solution.

Offeror Company Overview Summary of Company Experience and Qualifications Provide a brief narrative (not to exceed 3 pages) that includes a description of the following:

a. The company’s core business, products, and services.

b. The portion of the company’s clients, projects, and/or engagements that is focused on implementing solutions similar to what is requested in this RFP.

c. The company’s qualifications and capabilities to achieve the requirements set out in this RFP.

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Company Identity Provide the company information requested in the table below:

Legal Name:

DBA:

Provide jurisdictions and associated dates

Indicate sole proprietor, partnership, corporation, limited liability company, etc.

Company Officers

Provide names, roles, and tenure with the company

Parent Company Information

Provide the identity of any parent business entity, the parent company’s FEIN or Tax ID Number, address, phone number, company web site, and contact email

Subsidiary Companies

Indicate the identity of any subsidiary companies, particularly those that may engage in this project, as applicable

Table 1 - Company Identity

Company History Describe the company organizational history including its inception and growth.

In the event significant company changes have occurred within the past three years (e.g., merger, acquisition, IPO, etc.), or may be planned to occur during the life of the contract with SCC, explain the change(s) and describe any actual or anticipated impacts on the company’s financial viability and its ability to meet the requirements set out in the RFP.

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Organization and Structure Provide an overview of company organizational and operating structure. Describe the operational and functional relationships of the business units of the organization, particularly as they relate to Offeror’s proposal and SCC’s stated needs and requirements. Organizational charts are helpful supplements to the descriptions.

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Locations List the geographical locations of your company. Identify locations that will be used to support a resultant contract and the operations handled from these locations. Clearly identify any locations outside of the United States which may be used to support the resultant contract or any related data transactions.

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Long Term Vision and Strategic Plans Describe the company’s long-term vision and strategic plans as they relate to the direction and evolution of the proposed solution. Describe a clear vision of how your company plans to leverage emerging technologies, adapt to changing industry standards, and respond to anticipated customer needs and expectations.

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Customer References and Offeror Experience Customer References The Offeror should demonstrate a proven record of providing solutions similar to that defined in the RFP. Provide three customer references, with contact names, email addresses, phone numbers, solution descriptions, and dates implemented that SCC may use in validating your company’s expertise and qualifications. For each reference provided, Offeror should indicate whether it was the prime contractor or a sub-contractor; and, whether it worked in cooperation with a sub-contractor.

Offeror’s references should reflect the overall capabilities of the company and, to the extent possible, should be for work that was done by the individuals who will be assigned to this project. Where applicable, Offeror should clearly note references that include individuals who will be assigned to this project and their role on that project(s).

SCC may make such reasonable investigations as deemed proper and necessary to determine the ability of an Offeror to perform a resultant contract. These may include, but may not be limited to, reference checks and interviews.

Offeror Reference #1: < enter Organization Name >

Project & Solution Description

Table 2 – Offeror Reference #1

Offeror Reference #2: < enter Organization Name >

Project & Solution Description

Table 3 – Offeror Reference #2

Offeror Reference #3: < enter Organization Name >

Project & Solution Description

Table 4 - Offeror Reference #3

Resumes Please provide resumes for all proposed staff resources listing their relevant experience to the role proposed. Resumes may be included with proposal as separate PDF files or Word Documents.

Past Contracts Describe all contracts, accounts, projects, and/or engagements that were lost or canceled in the past ten (10) years and the reason for the loss or cancellation.

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Litigation Disclose any past, on-going, pending, or expected litigation to which the Offeror has been a party in the last ten (10) years that may impact Offeror’s ability to deliver the required solution if a contract is awarded as a result of this RFP. Also indicate if any past, on-going, pending, or expected litigation is related to Offeror’s services and solutions that are similar in scope to the proposed solution.

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Similar Solutions List all clients for whom a similar solution has been implemented in the last five (5) years and provide the following for each client:

a. Brief description of the solution provided.

b. Timeframe for implementation (if implementation project is still underway, provide the expected completion date).

c. If maintenance and operations is provided, current end date

d. Approximate contract value

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Offeror Capacity In considering the SCC’s requirements and timeline, Offeror’s existing or planned projects for other clients that may coincide with a contract with the SCC, and Offeror’s experience, resources, and capabilities:

a. Describe Offeror’s capacity to successfully plan, manage, and complete the full scope of work.

b. Describe Offeror’s capacity to meet the needs of multiple clients concurrently, if applicable.

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Strategic Partnerships Offeror should indicate if any strategic partnerships will be leveraged in the performance of a contract resulting from this RFP. Strategic partnerships, generally referred to as subcontractors, include any outsourced or third-party services, systems, platforms, tools, capabilities or expertise.

If Offeror’s proposal includes any strategic partnerships as described above, Offeror must:

a. Describe Offeror’s experience as a prime contractor overseeing subcontractors in implementing large, complex solutions and how Offeror plans to manage and coordinate the efforts of subcontractors for this project.

b. Provide the following for each strategic partnership:

1. Subcontractor name and location(s).

2. Subcontractor contact name and contact information (email and telephone).

3. The responsibilities and services to be performed by the subcontractor, including the number and roles of subcontractor staff to be assigned.

4. Profiles of subcontractor staff designated as Key Personnel (to be provided as part of Offeror’s response to Exhibit B – Methodology, Approach, and Personnel).

5. A description of why Offeror selected the subcontractor as a strategic partner for this project.

6. Any and all contracts or agreements that Offeror has entered into, or expects to enter into, with any subcontractor to provide products or services under any contract related to this RFP (provide copies of the contract(s) or agreement(s) with the subcontractor, signed by an officer representing each party).

SCC reserves the right to request that Offeror provide the company information required by this Appendix A: Offeror Profile for any subcontractors proposed by Offeror.

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Offeror Financial Profile Total Annual Revenue Please state your company’s total annual revenue for the most recent fiscal year and indicate the proportion of that total revenue that was derived from providing services and solutions similar to that proposed. Also indicate the start and end of the company’s fiscal year.

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Dun and Bradstreet Credit Report Provide your company’s current full D&B Business Report or the equivalent.

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Annual Reports Please provide your company’s certified, audited financial statements (i.e., income statements, balance sheets, cash flow statements) for the most recent three fiscal years. If audited financial statements are unavailable, Offeror should provide operating statements for the last three fiscal years. An Offeror who has been in business for a shorter period of time shall submit any available certified, audited annual financial statements and any other information available to determine its financial stability and solvency.

SCC may request copies of or access to current and historic annual reports. SCC reserves the right to access an Offeror’s publicly available financial information and to consider such information in its evaluation of such Offeror’s proposal.

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Bankruptcy Filing Status State whether Offeror has filed for bankruptcy protection in the past five years or is currently in the process of filing or planning to file for bankruptcy protection or financial restructuring or refinancing. If so, provide Court and case numbers.

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