BPM007733 Attachment 6 - Experience and Capacity Response.docx

DOCX document 1 MB Posted

Attached to
Employee Behavioral Assessment
Solicitation number
BPM007733
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This is an Experience and Capacity Response attachment for solicitation BPM007733 issued by the Arizona Department of Administration State Procurement Office for Employee Behavioral Assessment services. The document serves as a template for offerors to demonstrate their understanding of the Scope of Work requirements and their organizational capacity to deliver the requested services. Offerors must provide comprehensive narrative responses addressing company profile information, including business operations overview, incorporation location, main office and satellite office addresses, relevant organizational charts with identified points of contact, and full disclosure of any potential conflicts of interest with State employees. Additionally, offerors must document any bankruptcy or insolvency proceedings within the past five years, pending Securities Exchange Commission investigations, open or pending litigation that may impact contract performance, litigation with public sector clients, and any public sector contracts terminated for cause or convenience. Offerors are also required to provide evidence of required Arizona business licenses and copies of professional or industry certifications relevant to the solicitation services.

The Experience and Capacity Response requires offerors to detail their current client markets, experience serving clients in Arizona, range of client sizes, and provide two examples with supporting documentation demonstrating relevant experience with materials or services. Offerors must disclose any client contract cancellations within the past five years with detailed explanations and describe involvement with relevant trade and professional associations and their competitive advantages. The financial section mandates submission of the latest two years of audited annual financial statements including total revenue, net income, and total assets, or if unavailable, non-audited financial information with balance sheets, income statements, and cash flow statements. Additionally, offerors must confirm their ability to meet Web Content Accessibility Guidelines (WCAG) with supporting proof and submit all applicable certificates and licenses that support their capacity to provide the proposed materials or services as referenced in the solicitation documents.

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Attachment 6 – 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; Please note that multiple agencies may simultaneously require your services. Does your organization have the capacity to serve (e.g. train, support, trouble-shoot) multiple agencies at once.

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:

X

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:

X

3.0 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. BPM007733

Employee Behavioral Assessment Arizona Department of Administration State Procurement Office

Offeror Response:

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

4.0 Certificates/Licenses

4.1 Are you currently or able to meet all Web Content Accessibility Guidelines (WCAG)? If yes, please provide proof.

4.2 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:

X

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

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