Attachment_10_Experience_and_Capacity_Response.docx

DOCX document 639 KB Posted

Attached to
Foreign Language Interpretation and Translation Services
Solicitation number
BPM005633
Issued by
Arizona

About this file

This file is an Experience and Capacity Response attachment for a Request for Proposal (RFP) Solicitation No. BPM005633 issued by the Arizona Department of Administration, State Procurement Office, for Foreign Language Interpretation and Translation Services. Topete/Stonefield, Inc. (TSI), an S-Corporation incorporated in Phoenix, Arizona on August 23, 1990, submitted this response demonstrating 37.5 years of experience providing translation services primarily in English-to-Spanish and Spanish-to-English. The company has served numerous Arizona state agencies including the Secretary of State, Department of Transportation, Attorney General's Office, and Department of Child Safety, as well as multiple Arizona cities, counties, corporations, and non-profit organizations. TSI's client base ranges from individual clients to organizations with over 36,000 employees, with more than 50 percent of current clients located in Arizona. The company provided two case examples: translation of the State of Arizona Publicity Pamphlet (2022) and brochures for the Attorney General's Office, both demonstrating attention to detail, accuracy, and cultural relevance required for legal and public health communications.

TSI reported no contract cancellations in the past five years, no pending litigation, no bankruptcy filings, no SEC investigations, no conflicts of interest with state employees, and no criminal or civil offenses by the company or its owner. The company holds Arizona business certifications as a Disadvantaged Business Enterprise (DBE), Minority Business Enterprise (MBE), Small Business Enterprise (SBE), and Women-Owned Small Business (WOSB), with Arizona Employer ID 07-398168-M and EIN 86-0669646. Rather than providing audited financial statements, TSI submitted non-audited financial documentation including cash flow statements, balance sheets, and profit and loss statements for 2021 and 2022, citing the expense of audits as prohibitive for a small business. The company emphasized its financial stability and prudent management through Arizona's economic downturns, including the late 1980s recession, late 1990s downturn, and recent global pandemic. Key personnel include President and CEO Liz Topete-Stonefield as the main contact, Coordinator and Bookkeeper Natalie Rivera, and translators Miguel Alonso, J Gerardo Meraz, and Manuel Topete-Vargas.

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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:

1.1During the past 37.5 years, Topete/Stonefield, Inc. (TSI) has helped hundreds of organizations – including the State of Arizona – to communicate effectively, in a culturally sensitive manner, with the Hispanic community through translations in various fields, including legal, engineering, medical, banking, environment, judicial, neighborhoods, elections, and many more! TSI understands the needs and requirements of the State of Arizona and delivers top quality translations each and every time.
1.2Liz Topete-Stonefield founded Topete/Stonefield Consultants on March, 1986 in the City of Phoenix. Topete/Stonefield, Inc., (TSI) filed its articles of incorporation as an S-Corporation on August 23, 1990 in Phoenix, Arizona. TSI is certified as a DBE, MBE, SBE and WOSB.
1.3Topete/Stonefield, Inc.; 325 West Encanto Boulevard; Phoenix, Arizona 85003
1.4Liz Topete-Stonefield

President & CEO

Natalie Rivera Coordinator & Bookkeeper

Miguel Alonso Translator J Gerardo Meráz Translator/Proofer Manuel Topete-Vargas Tech. Translator/Proofer

Liz Topete-Stonefield, President & CEO is the main contact. Natalie Rivera, Coordinator & Bookkeeper works closely with the President and the rest of the team of translators report directly to the President.

1.5There is NO conflict of interest between the Offeror and any State employee.
1.6TSI has NEVER filed for bankruptcy or insolvency proceeding, and has never undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors. TSI is a financially secure company with excellent credit rating.
1.7TSI has NO pending Securities Exchange Commission investigations.
1.8TSI is a stable firm NOT involved in litigation of any kind. We do and will comply with all applicable local, state and federal laws.
1.9TSI is a stable firm NOT involved in litigation of any kind with the public sector.
1.10TSI has NEVER had any public sector contracts terminated for cause or convenience.
1.11TSI and its owner have NOT incurred in any criminal or civil offense.
1.12TSI’s Arizona Employer ID: 07-398168-M and EIN: 86-0669646.
1.13TSI is NOT required to have industry certifications.

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:

2.1More than 50% of TSI’s clients currently are from Arizona, but we also have clients in California, Colorado, Illinois, Nevada, Oregon, etc.
2.2TSI has 37.5 years of experience serving clients within the State of Arizona. Here’s a sample list of past and present clients:
•State of Arizona – Secretary of State/Elections, First Things First/Quality First, Department of Transportation, Attorney General’s Office, Department of Child Safety, Department of Education & Department of Real Estate.
•Cities: Chandler, Glendale, Phoenix, Mesa & Scottsdale.
•Towns: Florence, Gilbert & Queen Creek.
•Counties: Apache, Maricopa, Navajo, Pima, Pinal & Yuma.
•Corporations: Valley Metro, Arizona Public Service, BlueCross Blue Shield, Kroger/Fry’s Food & Drug, Aetna (insurance - 18 states), HDR Engineering, Forever Living Products, James Hardie, Shamrock Farms, Take Charge America, etc.
•Non-Profits: Valley of the Sun United Way, Phoenix Art Museum, Arizona Science Center, Expect More Arizona, Make-A-Wish America, Maricopa Community College District, etc.
•Ad Agencies: LaneTerralever, Riester, Davidson & Belluso, R&R Partners, Off Madison Ave, Fervor Creative, etc.
2.3TSI’s clients’ size varies from one individual to the State of Arizona, with more than 36,000 employees.
2.4Here are two (2) examples that prove TSI’s experience providing translations:
a)TSI has translated for over three decades the Publicity Pamphlet for the State of Arizona. The last one – in 2022 – was exceptionally large, with many arguments in favor and against the propositions. We assembled a team to get it done on-time & error free. As usual, we also did the proofing after the document was designed and delivered the proof on time also. NOTE: These legal documents require extreme attention to detail and exact translations – without any deviation from the English original. See Attachment 10 - A Company Experience TSI Publicity Pamphlet – ASOS.
b)TSI has translated a variety of brochures for the Attorney General’s Office. In the case of brochures, in addition to translating the content accurately, we also make sure the message is clear and culturally relevant. See Attachment 10 - Company Experience TSI Opioid Flyer – AAGO.
2.5None of TSI’s clients has cancelled a contract with our company.
2.6TSI is not currently involved with trade and/or professional associations. We have been in the past but realized they were not providing the advantages that we expected.

3.0 Offered Languages

Offeror shall submit a summary list of languages offered, under Attachment 14, and the number of interpreters/translators available to offer each language. Attach additional pages if necessary.

Offeror Response:

Request for Proposal

Solicitation No. BPM005633

Foreign Language Interpretation and Translation Services Arizona Department of Administration State Procurement Office 100 North 15th Avenue Phoenix, AZ 85007

Topete/Stonefield, Inc. specializes in written translations English to Spanish and Spanish to English.

Solicitation Attachment – Experience and Capacity Response | Revision No. 1 | Revised 11-22

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:

Request for Proposal

Solicitation No. BPM005147

Foreign Language Interpretation and Translation Services Arizona Department of Administration State Procurement Office

4.0 TSI is NOT required to have industry certifications or licenses.

5.0 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. BPM005147

Foreign Language Interpretation and Translation Services Arizona Department of Administration State Procurement Office

Offeror Response:

Please note that paying for an audit of the financial statements is an expensive proposition for a small business, hence, we are providing all the requested information attesting to the accuracy of the information provided.

For the past 37.5 years, Topete/Stonefield, Inc. (TSI) has weathered the ups and downs of Arizona’s economy, surviving the recession in the late 80’s, the Grand Recession in the late 90’s and the recent Global Pandemic. TSI understands the volatility of the industry and has a proven track record through prudent management which allows the organization to thrive and grow.

Please see:

Attachment 10 - Topete Stonefield Cash Flow 2021.pdf Attachment 10 - Topete Stonefield Cash Flow 2022.pdf Attachment 10 - Topete Stonefield Balance Sheet 2021.pdf Attachment 10 - Topete Stonefield Balance Sheet 2022.pdf Attachment 10 - Topete Stonefield PandL 2021.pdf Attachment 10 - Topete Stonefield PandL 2022.pdf

Solicitation Attachment – Method of Approach | Revision No. 1 | Revised 11-22 image1.jpg

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