Att P - Business Proposal.docx

26-85248 BUSINESS PROPOSAL

ATTACHMENT P

Instructions: Please provide answers in the shaded areas to all questions. Reference all attachments in the shaded area.

Business Proposal

2.3.1 General (optional) - Please introduce or summarize any information the Respondent deems relevant or important to the State’s successful acquisition of the products and/or services requested in this RFP.

2.3.2 Respondent’s Company Structure - Please include in this section the legal form of the Respondent’s business organization, the state in which formed (accompanied by a certificate of authority), the types of business ventures in which the organization is involved, and a chart of the organization. If the organization includes more than one (1) product division, the division responsible for the development and marketing of the requested products and/or services in the United States must be described in more detail than other components of the organization. Please enter your response below and indicate if any attachments are included.

2.3.3 Company Financial Information - This section must include documents to demonstrate the Respondent’s financial stability. Examples of acceptable documents include most recent Dunn & Bradstreet Business Report (preferred) or audited financial statements for the five (5) most recently completed fiscal years. If neither of these can be provided, explain why, and include an income statement and balance sheet, cash flow statement, and accompanying accountant’s notes for each of the five most recently completed fiscal years.

If the documents being provided by the Respondent are those of a parent or holding company, additional information should be provided for the entity/organization directly responding to this RFP. That additional information should explain the business relationship between the entities and demonstrate the financial stability of the entity/organization which is directly responding to this RFP.

The Respondent shall provide bankruptcy history for itself and all current or prior affiliates and difficulties meeting financial obligations due to cashflow issues for the five (5) most recently completed fiscal years.

The State may conduct an operational and/or financial review in the event the Contractor undergoes a merger, reorganization, change in ownership, or at its discretion.

2.3.4 Integrity of Company Structure and Financial Reporting - This section must include a statement indicating that the CEO and/or CFO, of the responding entity/organization, has taken personal responsibility for the thoroughness and correctness of any/all financial information supplied with this proposal. The areas of interest to the State in considering corporate responsibility include the following items: separation of audit functions from corporate boards and board members, if any, the manner in which the organization assures board integrity, and the separation of audit functions and consulting services. The State will consider the information offered in this section to determine the responsibility of the Respondent under IC 5-22-16-1(d).

2.3.5 Contract Terms/Clauses - Please provide the requested information in RFP Section 2.3.6.

2.3.6 References - Reference information is captured on Attachment T. Respondent should complete the reference information portion of the Attachment T which includes the name, address, and telephone number of the client facility and the name, title, and phone/fax numbers of a person who may be contacted for further information if the State elects to do so. Respondent should complete the remainder of the Attachment T. The State should receive a minimum of three (3) Attachment T’s from clients for whom the Respondent has provided products and/or services that are the same or similar to those products and/or services requested in this RFP. Attachment T should be submitted along with your proposal within the space provided on the Supplier Portal.

2.3.7 Registration to do Business – Per RFP 2.3.8, Respondents providing the products and/or services required by this RFP must be registered to do business by the Indiana Secretary of State. The Secretary of State contact information may be found in Section 1.18 of the RFP. This process must be concluded prior to contract negotiations with the State. It is the successful Respondent’s responsibility to complete the required registration with the Secretary of State. Please indicate the status of registration, if applicable. Please clearly state if you are registered and if not provide an explanation.

2.3.8 Authorizing Document - Respondent personnel signing the Executive Summary of the proposal must be legally authorized by the organization to commit the organization contractually. This section shall contain proof of such authority. A copy of corporate bylaws or a corporate resolution adopted by the board of directors indicating this authority will fulfill this requirement. Please enter your response below and indicate if any attachments are included.

Point of Contact – Respondent should provide the Name, Title, Phone number and email address for your main Point of Contact for this solicitation

2.3.9 Diversity Subcontractor Agreements

2.3.10 Evidence of Financial Responsibility –This section will indicate the ability to provide the mandatory evidence of financial responsibility. See Section 1.25 of RFP for details.

2.3.11 General Information - Each Respondent must enter your company’s general information including contact information.

Business Information

Legal Name of Company

Contact Name

Contact Title

Contact E-mail Address

Company Mailing Address

Company City, State, Zip

Company Telephone Number

Company Fax Number

Company Website Address

Federal Tax Identification Number (FTIN)

Number of Employees (company)

Years of Experience

Number of U.S. Offices

Year Indiana Office Established (if applicable)

Parent Company (if applicable)

Revenues ($MM, previous year)

Revenues ($MM, 2 years prior)

% Of Revenue from Indiana customers

a. Does your Company have a formal business continuity and/or disaster recovery plan? Please provide a yes/no response. If not, please provide an explanation of any alternative solution your company has to offer. If yes, please note and include as an attachment.

b. What is your company’s technology and process for securing any State information that is maintained within your company?

c. Provide a list of all closed or pending legal judgments, claims, or lawsuits, including a summary of the complaint, the answer, and the final disposition, if closed. Upon review of the information submitted, the State may request the submission of actual documents.

2.3.12 Experience Serving State Governments - Please provide a brief description of your company’s experience in serving state governments and/or quasi-governmental accounts.

2.3.13 Experience Serving Similar Clients - Please describe your company’s experience in serving customers of a similar size to the State with similar scope. Please provide specific clients and detailed examples.

2.3.14 Payment – [Removed at the request of the agency]

2.3.15 Extending Pricing to Other Governmental Bodies – [Removed at the request of the agency]

2.3.16 Cloud Terms and Conditions – Additional Terms and Conditions related to Cloud-based systems the State expects to execute with the successful Respondent(s) are provided in Attachments M.1, M.2 and M.3, respectively Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS). Depending on your proposed System, you could be required to agree to one or more of the Additional Terms and Conditions. It is the State’s strong desire not to deviate from the Additional Terms and Conditions that are provided in these attachments and as such the State reserves the right to reject all requested changes. Any or all portions of this RFP and any or all portions of your response may be incorporated as part of the final contract.

Please indicate in your response below which of these sets of Additional Terms and Conditions you believe applies to your proposed System. Review these Additional Terms and Conditions and indicate acceptance and / or any redlined edits, via Track Changes. Redlines proposed shall be accompanied by a detailed comment outlining the rational for the update.