Combined Contract File.docx

DOCX document 7 MB Posted

Attached to
Document Digitalization Services
Contract number
370004-O25-C241-WA2096-00
Issued by
Wisconsin

About this file

This document contains six separate contracts awarded by the State of Wisconsin Department of Natural Resources under Request for Bid/Proposal No. 25-498-41 for Physical File Scanning and Indexing (Records Digitization) services. The contracts run from May 23, 2025, to May 22, 2028, and were awarded to six different vendors: A King Dailey LLC (New Rochelle, NY), Action Digital Document Solutions LLC (Milwaukee, WI), DataBank IMX (Chesterton, IN), Diskriter Inc (Pittsburgh, PA), Improvyze LLC (Rogers, AR), and Legalis CMS LLC (Raleigh, NC).

The contracts cover comprehensive records digitization services including record preparation, digitization, and indexing of an estimated 730,000 sheets, along with digital file delivery for approximately 6,640 files and record disposition services for 300 boxes. Total contract values vary significantly among vendors, ranging from Action Digital Document Solutions' low bid of $45,266.50 to DataBank IMX's high bid of $56,700.00. Mandatory specifications include per-sheet pricing for preparation, digitization, and indexing services, plus costs for digital file delivery and record disposition. Optional specifications are available for advanced indexing, microfiche conversion, VHS digitization, and other specialized services. The contracts include pickup services for six designated regions across Wisconsin, with additional mileage rates or flat fees for non-listed locations ranging from $0.69 to $1.90 per mile or flat fees up to $145.00.

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State of Wisconsin Department of Administration

DOA-3049 (R5/2018)

S. 51.01(5) Wis. Stats; s. 111.32(13m) Wis. Stats.

Contract Commodity or Service: Physical File Scanning and Indexing Contract Period: 05/23/2025 to 5/22/2028 (Records Digitization)

Request for Bid/Proposal No: 25-498-41 Contract No: 370004-O25-C241-WA2096-2

1. This contract is entered into by and between the State of Wisconsin, Department of Natural Resources, and the contractor whose name, address, and principal officer appears below;

2. Whereby the Wisconsin, Department of Natural Resources, agrees to direct the purchase and the contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid/proposal cited above, and in accordance with the contractor's bid/proposal submitted on this request for bid/proposal as accepted by the State; which request for bid/proposal and all of its attachments and amendments are hereby made a part of this contract;

3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation as defined in s.111.32(13m), Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities. The contractor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the nondiscrimination clause.

4. Contracts estimated to be over fifty thousand dollars ($50,000) require the submission of a written affirmative action plan. Contractors with an annual work force of less than fifty (50) employees are exempted from this requirement.

Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency. Technical assistance regarding this clause is provided by the Wisconsin Contract Compliance Program, Department of Administration, P.O. Box 7867, Madison, WI 53707-7867, (608) 266-5462.

Docusign Envelope ID: C229DDFE-4926-4F78-BB43-4A4A3D3803E3

ForState of Wisconsin Department of Natural Resources

Chris Sabal Name Signature

Procurement Section Chief

6/4/2025 I 9:15 AM CDT

(mm/dd/ccyy)

By

Title

To be Completed by Contractor

For A King Dailey LLC Company Name 165 Coligni Ave Company Address

New Rochelle NY, 10801

City, State, ZIP By Joseph Akingbadeame nature

Phone Date

Title Date owner 5/19/2025

This document can be made available in alternate formats to individuals with disabilities upon request.

Appendix C Price Sheet

Mandatory Specifications

Item Description
Estimated Sheets
Cost per Sheet
Total
Record Preparation
730,000
$0.01
$7,300.00
Record Digitization
730,000
$0.07
$51,100.00
Indexing
730,000
$0.005
$3,650.00

$62,050.00 Combined Total

Digital File Delivery

Item Description
Estimated Files
Cost per File
Total
Digital File Delivery
6,640
$0.45
$2,988.00

Record Disposition

Item Description
Estimated Boxes
Price per Box
Total
Record Disposition
300
$10.00
$3,000.00

$68,038.00 Grand Total - All Mandatory Items

Pickup Charges for Non-Listed Locations Flat Fee (Out-of-Area Trip): $145.00

Optional Specifications

Item
Basis
Qty
Price/Unit
Advanced Indexing
Per box
1
$20.00
Microfiche
Per slide
1
$0.18
VHS Digitization
Per tape
1
$15.00
Other Non-Paper Media
Per record
1
$3.50
Large Paper Records
Per sheet
1
$0.45

Vendor Name and Address: A King Dailey LLC Print Name: Joseph Akingbade Title: Owner

Signature: _ Phone#: 347-886-7422 Email: akingdailey@gmail.com Date: 05/05/2025

Docusign Envelope ID: 46CB8818-4287-432F-AFCF-DBBE5F65E3D4

State of Wisconsin Department of Administration DOA-3049 (R5/2018) S. 51.01(5) Wis. Stats; s. 111.32(13m) Wis. Stats.

Commodity or Service: Physical File Scanning and Indexing (Records Digitization)

Contract Period: 05/23/2025 to 5/22/2028

Request for Bid/Proposal No: 25-498-41 Contract No: 370004-O25-C241-WA2096-3

1. This contract is entered into by and between the State of Wisconsin, Department of Natural Resources, and the contractor whose name, address, and principal officer appears below;

2. Whereby the Wisconsin, Department of Natural Resources, agrees to direct the purchase and the contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid/proposal cited above, and in accordance with the contractor's bid/proposal submitted on this request for bid/proposal as accepted by the State; which request for bid/proposal and all of its attachments and amendments are hereby made a part of this contract;

3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation as defined in s.111.32(13m), Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities. The contractor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the nondiscrimination clause.

4. Contracts estimated to be over fifty thousand dollars ($50,000) require the submission of a written affirmative action plan. Contractors with an annual work force of less than fifty (50) employees are exempted from this requirement.

Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency. Technical assistance regarding this clause is provided by the Wisconsin Contract Compliance Program, Department of Administration, For State of Wisconsin

By Chris Sabal

For Action Digital Document Solutions, LLC

763 North Broadway Company Address Milwaukee Wi, 53023 City, State, ZIP==s-e C"0--'on

Title Procurement Section Chief By

Phone

6/4/2025 I 9:16 AM CDT

Date

Title Date s/,a-.o_Jam/ddolccyy)

This document can be made available in alternate formats to individuals with disabilities upon request.

RFB 25-498-41

Responses Due 4/24/2025 at 2:00 PM CT Scanning Services Pricing Physical File Scanning and Indexing Mandatory Specifications price sheet must be filled out completely.

Failure to fill in any of the sections with a dollar amount will disqualify your bid.

***the quantities listed below are estimates for bidding/awarding purposes only, and are subject to change***

The cost of digitizing a document ( excluding Digital file delivery and Record Disposition), must be equivalent to the product of the number of sheets within a document and the sum of the "Cost per sheet" for Record preparation, Record digitization, and Indexing.Item Description Estimated number of sheets Cost per sheet for Record Preparation Total for Record Preparation

Record preparation

730,000 $ Included $0 Item Description Estimated number of sheets Cost per sheet for Record Digitization Total for Record Digitization

Record digitization

730,000 $ .0595

$43,435.00 Item Description Estimated number of sheets Cost per sheet for Indexing Total for Indexing

Indexing

730,000 $ .0025 $ 1825.00 _

Total Cost for Record Preparation, Record Digitization, and Indexing

$45,260.00 m::, CD

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Item Description Estimated number of files per year (based on estimated sheets submitted)

Cost per file for Digital File Delivery

Total for Digital File Delivery Digital file delivery (the cost of returning the digitized file to the state)

6,640

$ INCLUDED

$ 0

Per Box (estimated 300 boxes) Price per Unit for record disposition Total Record Disposition (recycling excluding container) 10" x 12" x 15" box

10" x 12" x 15" box

6.50

$ 6.50

Grand Total for Record Preparation, Digitization, Indexing, Digital File Delivery and Record Disposition

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$ 6.50

TOTAL PRICE OF MANDATORY SPECIFICATIONS

PLEASE INCLUDE A MILEAGE RATE OR FLAT FEE IF SERVICING DOCUMENTS FROM AN ADDRESS NOT LISTED Pick UP Mileage/Flat Rate

INCLUDED

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101 South Webster Street, Madison, WI 53707 3911 Fish Hatchery Road, Fitchburg, WI 53711 2984 Shawano Avenue, Green Bay, WI 54313 1300 West Clairmont Avenue, Eau Claire, WI 54701 141 NW Barstow Street, Waukesha, WI 53188 2300 N Martin Luther King, Milwaukee, WI 53212

Physical File Scanning and Indexing Optional Specifications ***These items will not be considered when determining the winning bidder***

The DNR does not require that bids be submitted for the items below or equivalent; however, these are items of interest and may be purchased by the Department if offered.

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Basis

Quantity

Price per Unit

Advanced Indexing

$115.00

Microfiche

Per slide

.40

Item Description
Basis
Quantity
Price per Unit
eo Home System (VHS) tar
Per tape
1
$20.00
Item Description
Basis
Quantity
Price per Unit
Other non-paper media
Per record
1
$10.00
Item Description
Basis
Quantity
Price per Unit

Large paper records

Per sheet

$ 1.50

Vendor Name and Address: Action Digital Document Solutions, LLC - 763 N. Broadway, Milwaukee, WI 53202Print Name: Jeff Crabb Title: President Signature:

Phone#: 414-213-7797 1 414-276-2679 Email: jeff.crabb@actiondds.com Date: 4/28/2025 cecn· :J m :<J

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Docusign Envelope ID: A>.5339E09-91 6-

Commodity or Service: Physical File Scanning and Indexing Contract Period: 05/23/2025 to 5/22/2028 (Records Digitization)

Request for Bid/Proposal No: 25-498-41 Contract No: 370004-O25-C241-WA2096-4

1. This contract is entered into by and between the State of Wisconsin, Department of Natural Resources, and the contractor whose name, address, and principal officer appears below;

2. Whereby the Wisconsin, Department of Natural Resources, agrees to direct the purchase and the contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid/proposal cited above, and in accordance with the contractor's bid/proposal submitted on this request for bid/proposal as accepted by the State; which request for bid/proposal and all of its attachments and amendments are hereby made a part of this contract;

3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation as defined in s.111.32(13m), Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities. The contractor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the nondiscrimination clause.

4. Contracts estimated to be over fifty thousand dollars ($50,000) require the submission of a written affirmative action plan. Contractors with an annual work force of less than fifty (50) employees are exempted from this requirement.

Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency. Technical assistance regarding this clause is provided by the Wisconsin Contract Compliance Program, Department of Administration, Chris Sabal

Procurement Section Chief

6/4/2025 I 9:16 AM CDT

For DataBank IMX

1040 Wabash Avenue Company Address Chesterton IN, 46304 City, State, ZIP

Title Phone

By Lynn M. Bell

Name Signature

Date

Title VP, Revenue Operations

5/20/2025

Date

This document can be made available in alternate formats to individuals with disabilities upon request.

Responses Due 4/24/2025 at 2:00 PM CT Scanning Services Pricing Physical File Scanning and Indexing Mandatory Specifications price sheet must be filled out completely.

***the quantities listed below are estimates for bidding/awarding purposes only, and are subject to change***

The cost of digitizing a document ( excluding Digital file delivery and Record Disposition), must be equivalent to the product of the number of sheets within a document and the sum of the "Cost per sheet" for Record preparation, Record digitization, and Indexing.Item Description

Cost per sheet for Record Preparation Total for Record Preparation

Record preparation

730,000 $ 0.025 $ 18,250.00 Item Description Estimated number of sheets Cost per sheet for Record Digitization Total for Record Digitization

Record digitization

730,000 $ 0.025 $ 18,250.00 Item Description Estimated number of sheets Cost per sheet for Indexing Total for Indexing

Indexing

730,000 $ 0.025 $ 18,250.00

$54,750.00

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Estimated number of files per year (based on estimated sheets submitted)

Cost per file for Digital File Delivery

Total for Digital File Delivery

$ 0.00

$ 0.00

Price per Unit for record disposition

Total

$ 6.50

$ 1,950.00

Grand Total for Record Preparation, Digitization, Indexing, Digital File Delivery and Record Disposition

$ 56,700.DO

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(0 ex, 56,70Cr.O0

PLEASE INCLUDE A MILEAGE RATE OR FLAT FEE IF SERVICING DOCUMENTS FROM AN ADDRESS NOT LISTED

*$1.90/mile

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101 South Webster Street, Madison, WI 53707 *Mileage calculated against the round trip total. Madison = 400 miles round trip 3911 Fish Hatchery Road, Fitchburg, WI 53711 2984 Shawano Avenue, Green Bay, WI 54313 1300 West Clairmont Avenue, Eau Claire, WI 54701 141 NW Barstow Street, Waukesha, WI 53188 2300 N Martin Luther King, Milwaukee, WI 53212

The DNR does not require that bids be submitted for the items below or equivalent; however, these are items of interest and may be purchased by the Department if offered.

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$ 3.50 cecn· m :<J

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qItem Description Basis Quantity Price per Unit eo Home System (VHS) ta Per tape

N/A l;;

-l>- 0Item Description Basis Quantity Price per Unit Other non-paper media Per record

N/A b (X)Item Description Basis Quantity Price per Unit

Large paper records

Per sheet

$ 1.25

"I

Vendor Name and Address:

2025o()5,Q616:51:49UTC•97.183.18.140]Print Name: Lee Meyerdirk Title: National Praclice Dire.ctor - Public Sector

Signature:.J.u H&YeM.uuf
Phone#: 612-759- 945~ -.17611817-6c66-4751-00a2-b2d50115<:e20

Email: lmeyerdirk@databankimx.com Date: 5/6/2025

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Docusign Envelope ID: 504AD1B7-DCAD-4C90-9EF8-8EB23265CDDF

Commodity or Service: Physical File Scanning and Indexing Contract Period: 05/23/2025 to 5/22/2028 (Records Digitization)

Request for Bid/Proposal No: 25-498-41 Contract No: 370004-O25-C241-WA2096-5

1. This contract is entered into by and between the State of Wisconsin, Department of Natural Resources, and the contractor whose name, address, and principal officer appears below;

2. Whereby the Wisconsin, Department of Natural Resources, agrees to direct the purchase and the contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid/proposal cited above, and in accordance with the contractor's bid/proposal submitted on this request for bid/proposal as accepted by the State; which request for bid/proposal and all of its attachments and amendments are hereby made a part of this contract;

3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation as defined in s.111.32(13m), Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities. The contractor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the nondiscrimination clause.

4. Contracts estimated to be over fifty thousand dollars ($50,000) require the submission of a written affirmative action plan. Contractors with an annual work force of less than fifty (50) employees are exempted from this requirement.

Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency. Technical assistance regarding this clause is provided by the Wisconsin Contract Compliance Program, Department of Administration, Chris Sabal

Procurement Section Chief

6/24/2025 I 7:11 AM CDT

Title

For Diskriter Inc

370 Castle Shannon Blvd#10499 Company Address

Pittsburgh, PA 15234

City, State, ZIP By Laveena Yadav

Phone

Title CEO

06/18/2025

This document can be made available in alternate formats to individuals with disabilities upon request.

Responses Due 4/24/2025 at 2:00 PM CT Scanning Services Pricing Physical File Scanning and Indexing Mandatory Specifications price sheet must be filled out completely.

***the quantities listed below are estimates for bidding/awarding purposes only, and are subject to change***

The cost of digitizing a document ( excluding Digital file delivery and Record Disposition), must be equivalent to the product of the number of sheets within a document and the sum of the "Cost per sheet" for Record preparation, Record digitization, and Indexing.Item Description

Cost per sheet for Record Preparation Total for Record Preparation

Record preparation

730,000 $ 0.01 $7,300.00 Item Description Estimated number of sheets Cost per sheet for Record Digitization Total for Record Digitization

Record digitization

730,000 $ 0.045495 - $33,211.35 Item Description Estimated number of sheets Cost per s.heet for Indexmg T ot aIf or Ind ex.mg

Indexing

730,000 $ 0.01 $ 7,300.00 -

$47,811.35

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Estimated number of files per year (based on estimated sheets submitted)

Cost per file for Digital File Delivery

Total for Digital File Delivery

$ 0.10

$ 664.00

Price per Unit for record disposition Total

$ 25

$ 7,500.00 -

Grand Total for Record Preparation, Digitization, Indexing, Digital File Delivery and Record Disposition

$ 8,164.00 _

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PLEASE INCLUDE A MILEAGE RATE OR FLAT FEE IF SERVICING DOCUMENTS FROM AN ADDRESS NOT LISTED

$1.69

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101 South Webster Street, Madison, WI 53707 3911 Fish Hatchery Road, Fitchburg, WI 53711 2984 Shawano Avenue, Green Bay, WI 54313 1300 West Clairmont Avenue, Eau Claire, WI 54701 141 NW Barstow Street, Waukesha, WI 53188 2300 N Martin Luther King, Milwaukee, WI 53212

The DNR does not require that bids be submitted for the items below or equivalent; however, these are items of interest and may be purchased by the Department if offered.

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$75.00

$1.20

Item Description J eo Home System (VHS) ta Per tape I Quantity I Price per Unit $30.00

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Item Description
IBasis
I
Quantity
Price per Unit
IPer sheet
I

$0.075

Vendor Name and Address:Print Name: Laveena Yadav Title: CEO Signature:

Phone#: 800-242-1622 X 717

Email:Laveena.Yadav@diskriter.com
Date:05/05/2025

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Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

Commodity or Service: Physical File Scanning and Indexing Contract Period: 05/23/2025 to 5/22/2028 (Records Digitization)

Request for Bid/Proposal No: 25-498-41 Contract No: 370004-O25-C241-WA2096-1

1. This contract is entered into by and between the State of Wisconsin, Department of Natural Resources, and the contractor whose name, address, and principal officer appears below;

2. Whereby the Wisconsin, Department of Natural Resources, agrees to direct the purchase and the contractor agrees to supply the contract requirements cited above in accordance with the terms and conditions of the request for bid/proposal cited above, and in accordance with the contractor's bid/proposal submitted on this request for bid/proposal as accepted by the State; which request for bid/proposal and all of its attachments and amendments are hereby made a part of this contract;

3. In connection with the performance of work under this contract, the contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s.51.01(5), Wis. Stats., sexual orientation as defined in s.111.32(13m), Wis. Stats., or national origin. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Except with respect to sexual orientation, the contractor further agrees to take affirmative action to ensure equal employment opportunities. The contractor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the nondiscrimination clause.

4. Contracts estimated to be over fifty thousand dollars ($50,000) require the submission of a written affirmative action plan. Contractors with an annual work force of less than fifty (50) employees are exempted from this requirement.

Within fifteen (15) working days after the award of the contract, the plan shall be submitted for approval to the contracting agency. Technical assistance regarding this clause is provided by the Wisconsin Contract Compliance Program, Department of Administration, For State of Wisconsin

By Chris Baba!...

"""'" Name

For lmprovyze LLC

3100 NE 6th Street

Company Address

Bentonville AR, 72712

=SignatureCity, State, ZIP
TitleProcurement Section ChiefByToal12!AH,fc'ntl/L

Phone

S;g,,M, 5/21/2025 I 7:15 AM CDT

(mm/dd/ccyy)

Title Ceo •

Date

05!{9/2J-o:;;_5 I (mm/dd/ccyy)

This document can be made available in alternate formats to individuals with disabilities upon request.

Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

Physical File Scanning, Indexing and Records Digitization Wisconsin Department of Natural Resources May 5, 2025

Consulting I Digitization

Consulting I Digitization

May 5, 2025

Brian Vaver WI Department of Natural Resources 101 S Webster Street Madison, WI 53707 Mr. Vaver, lmprovyze is pleased to submit this proposal demonstrating sincere interest in completing the Physical File Scanning and Indexing project for Wisconsin DNR. lmprovyze's employees are dedicated and highly skilled eager to bring their experience, expertise, and relentless work effort together to digitize the very documents that DNR has. lmprovyze has the required infrastructure, personnel, and experience needed to complete the project within scope, schedule, and budget, and deliver results that exceed expectations.

Utilizing state-of-the-art production-level scanners, team members assigned to the project will work diligently to ensure the project is completed in a timely manner and will work with DNR to coordinate document collection, electronic records transfer and ensure urgent requests are immediately completed. Rest assured, DNR will receive exceptional service and results from some of the best talent available.

lmprovyze is confident that by maintaining its 2021 contract pncmg along with additional value-added services, lmprovyze presents the best overall value and return for the state. Additionally, choosing lmprovyze means work continues unhindered.

On behalf of lmprovyze and its employees, we all look forward to working for WI DNR.

Sincerely Joshua Mitchell, President & CEO, lmprovyze LLC

301 Grant Street, Suite 270, Pittsburgh, PA 15219 2511 N Second Street, Suite 4, Rogers, AR 72756

A-44DD-9420-5BB5872EC9D7

STATE OF WISCONSIN DEPARTMENT OF ADMINISTRATION DOA-3832 (R 03/2019)

S. 16.72 WIS. STATS

Bidder Required Form Instructions: Bidder is required to complete all sections of this form. (Note: If the agency checks the box preceding Section 5 indicating that section is not applicable to the bid/proposal, Bidder may skip Section 5. Bidder may not skip any other sections of this form).

To be completed by the agency:

Agency Name lmprovyze LLC Solicitation Title Physical File Scanning and Indexing Solicitation Reference Number

ISection 1: Bidder Information

Bidder/Proposer Company Name:E-Mail Address:
lmprovyze LLCI joshua@improvyze.com

Phone Number:

800-272-5449 Toll Free Phone:

Fax:

Address:

3100 NE 6th Street City:

Bentonville State: AR Zip: 72712 Mailing Address for Purchase Orders (if different than above) Address:

City:

State:

Zip:

ISection 2: Bidder Contacts List the name and title of the person to contact for questions related to each of the topics below:

Topic

IE-Mail Address
IPhone

Bid/Proposal Joshua Mitchell Joshua@1mprovyze.com I8o0-272-5449 Affirmative Action Plan Joshua Mitchell joshua@improvyze.com 800-272-5449 Orders and billing Joshua Mitchell joshua@improvyze.com 800-272-5449

Section 3: Bidder Reference Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s) used with requirements like those included in this solicitation document. If vendor is proposing any arrangement involving a third party, the named references should also be involved in a similar arrangement.

Company Name:

WI DNR Waste

Address (including City, State, Zip):

DNR-Green Bay, WI

Contact Person:

Kristin DuFresne E-Mail Address:

kristin.dufresne@wisonsin.gov Phone:

920-662-5128

List Product(s) and/or Service(s) Used: digitization services

Company Name:

WI DNR Water

Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

I IAddress (including City, State, Zip):

DNR-Madison, WI Contact Person:

Allen Darkow E-Mail Address:

allen.darkow@wisconsin.gov Phone:

608-720-0641 List Product(s) and/or Service(s) Used:

digitization services Company Name:

US Air Force Address (including City, State, Zip):

Wright Patterson AFB, OH Contact Person:

SSgt Zack E-Mail Address:

zachary.mitchell.21.ctr@us.af.mil Phone:

List Product(s) and/or Service(s) Used:

digitization services Company Name:

Address (including City, State, Zip):

Contact Person:

E-Mail Address:

Phone:

List Product(s) and/or Service(s) Used:

I I

Section 4: Designation of Confidential and Proprietary Information

The attached material submitted in response to this bid/proposal includes proprietary and confidential information which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be kept confidential under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this bid/proposal response be treated as confidential material and not be released without our written approval.

Prices always become public information when bids/proposals are opened, and therefore cannot be kept confidential.

Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis. Stats., as follows: "Trade Secret" means information, including a formula, pattern, compilation, program, device, method, technique or process to which all the following apply:

1. The information derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use.

2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.

We request that the following pages not be released:

SectionPage #
Topic

None

Using the boxes below, indicate your agreement with the following statements:

D In the event the designation of confidentiality of this information is challenged, the bidder/proposer hereby agrees to provide legal counsel or other necessary assistance to defend the designation of confidentiality and agrees to hold the state harmless for any costs or damages arising out of the state's agreeing to withhold the materials.

IZI The state considers other markings of confidential in the bid/proposal document to be insufficient. The bidder/proposer agrees to hold the state harmless for any damages arising out of the release of any materials unless they are specifically identified above.

Agency Only:

D Section 5 is not applicable to this bid/proposal. If this box is checked, Bidder may skip to Section 6.

Section 5: Bidder Agreement: Wisconsin's Cooperative Purchasing Service

Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin municipalities to purchase from state contracts. Participating in the service gives vendors opportunities for additional sales without additional bidding. Municipalities use the service to expedite purchases. A "municipality" is defined as any county, city, village, town, school district, board of school directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis. Stats.

Interested municipalities:

· Will contact the contractor directly to place orders referencing the state agency contract number; and

· Are responsible for receipt, acceptance, and inspection of commodities directly from the contractor, and making payment directly to the contractor.

The State of Wisconsin is not party to these purchases or any dispute arising from these purchases and is not liable for delivery or payment of any of these purchases.

Bidders/Proposers may or may not agree to furnish the commodities or services of this bid/proposal to Wisconsin municipalities. A vendor's decision on participating in these services has no effect on awarding this contract.

Bidder: Please indicate your willingness to furnish the commodities or services to Wisconsin municipalities by checking the appropriate box below.

IZI I Agree to furnish the commodities or services of this bid/proposal to Wisconsin municipalities with any special conditions noted below.

D I Do Not Agree to furnish the commodities or services to Wisconsin municipalities.

A vendor in the service may specify a minimum order sizes by volume or dollar amount, additional charges beyond normal delivery areas, or other minimal charges for municipalities.

Special Conditions (if applicable): None

Section 6: Bidder Identification (Check all that apply)

D We claim minority bidder preference [Wis. Stats.16.75(3m) (b)(3)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Minority Business Enterprises. Bidder must be certified by the Wisconsin Supplier Diversity Program. If you have questions concerning the certification process, contact the Wisconsin Supplier Diversity Program, 6th Floor, 101 E. Wilson St., Madison, WI 53703, (608) 267-9550. Does Not Apply to Printing Bids.

D We claim disabled veteran owned business bidder preference [Wis. Stats.16.75(3m) (b)(3)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Disabled Veteran Owned Businesses. Bidder must be certified by the Wisconsin Supplier Diversity Program. If you have questions concerning the certification process, contact the Wisconsin Supplier Diversity Program, 6th Floor, 101 E. Wilson St., Madison, WI 53703, (608) 267-9550. Does Not Apply to Printing Bids.

D We are a work center certified under Wis. Stats. S. 16.752 employing persons with severe disabilities. Questions concerning the certification process should be addressed to the Work Center Program, State Bureau of Procurement, 6th Floor, 101 E. Wilson St., Madison, WI 53703, (608) 266-5462.

Section 7: Bidder Certifications

Wis. Stats. s. 16.754 directs the state to purchase materials which are manufactured to the greatest extend in the United States when all other factors are equal. Materials covered in our bid were manufactured in whole or in substantial part in the
United States.YesD NoD Unknown

We certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition, that no attempt has been made to induce any other person or firm to submit or not to submit a bid, that this bid has been independently arrived at without collusion with any other bidder, competitor or potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or competitor; that the above statement is accurate under penalty of perjury.

I We certify that we are not currently engaged in a prohibited boycott of the State of Israel as defined in s. 20.931(1)(b). Should we be awarded a contract, we understand that future engagement in a boycott of the State of Israel may result in contract termination.

We certify that we are in compliance with applicable State of Wisconsin non-discrimination/affirmative action requirements as described in State Standard Terms and Conditions, form DOA-3054.

We will comply with all terms, conditions and specifications required by the state in this Request for Bid/Proposal and all terms of our bid.

Section 8: Bidder Signature

Name of Authorized Company Representative: Joshua Mitchell

Title:

CEO

Phone:

800-272-5449 Fax:

Signature of Above

Date:

05-05-2025 Email: joshua@improvyze.com

This document can be made available in alternate formats to individuals with disabilities upon request.

EC-802A-44DD-9420-5BB5872EC9D7

Appendix A

Physical File Scanning and Indexing Services Bid Response Qualifications and Requirements In accordance with section 2, Bidder Qualifications and Requirements, Bidder must demonstrate that they have all physical, logistical and technological infrastructure to prepare and scan physical records, the vast majority of which are on 8-1/2" x 11" paper. Acceptable documentation of potential need could include:

1) An enumeration of all technology and software used to scan physical documents into digital formats (portable document format, "PDF" at minimum) and apply optical character recognition ("OCR") to subsequent digital files.

lmprovyze utilizes Tungsten (Kofax) Express to scan and export documents with corrections and OCR.

2) Documented business process from customer request for physical record pickup to provision of digital records to customer.

lmprovyze's methodology as it relates to document digitization from start to finish can be found in the proposal.

3) List of shipping and handling partners accepted for physical record pickup and return.

lmprovyze utilizes FedEx only in emergency situations. Otherwise, lmprovyze collects all documents.

4) Documented business process on how physical records marked as confidential are handled from customer request for physical record pickup to provision of digital records to customer.

lmprovyze's methodology as it relates to document digitization from start to finish can be found in the proposal.

5) The Department has a legal duty to preserve public records and is concerned of any risks which could damage or otherwise destroy public records while in the custody of the bidder. The bidder must supply documented business processes which prevent or otherwise minimize the destruction of damage of records in the supplier's possession.

lmprovyze stores all documents safely and securely in a warehouse with 24/7 police and fire response.

Is supporting documentation for the five points listed above included with your bid submission? Yes

Signature:

Name: Joshua Mitchell Company: lmprovyze LLC Date: 05-05-2025

Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

TABLE OF CONTENTS

Section 1 - Company Overview Section 2 - Methodology Section 3 - Price

Wisconsin DNR Proposal 3 Prepared by lmprovyze

Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

Section 1 Company Overview

Wisconsin DNR Proposal 4

ABOUT US

· A Veteran-owned consulting and digitization firm headquartered in Pittsburgh, Pennsylvania, lmprovyze operates throughout America equipped with proven strategies and world-class solutions to common challenges many companies face while providing sustainable, achievable, and cost-effective solutions helping all clients reach their goals.

75+ years experience cost-effective solutions

Veteran-owned company lmprovyze possesses industry-leading equipment and technology to effectively scan and process documents for any client. Using Kofax Express and ABBYY Fine Reader, among others, all documents are reviewed to ensure they meet criteria including removing blank pages, as well as adding OCR to PDF documents.

· With over 75 years of combined executive and hands-on problem-solving experience, lmprovyze's employees utilize innovative strategies and sustainable solutions to help companies make the long-term changes they seek to remain successful and profitable well into the future.

· lmprovyze is a prestigious firm consisting of former executives experienced in all facets of business and finance to include economic development, strategic planning, digital transformation, government policy, financial management, and records management, among many others.

· lmprovyze thoroughly understands the current market and trends not just from experience, but through constant research of the economic and business environment. This includes constant development of lmprovyze's innovative methodologies, best practices and unique approaches.

· A Limited Liability Company incorporated in Pennsylvania in 2017, lmprovyze has a separate office in Rogers, Arkansas and an undisclosed underground storage warehouse that is safe from all elements that would otherwise damage or destroy the files.

· UEI: FKSUY6N5BFP7 I CAGE: 8PKP5 I EIN: 84-3116954

· lmprovyze is a certified Service-Disabled Veteran-Owned Small Business.

lmprovyze is uniquely qualified to deliver quality, world-class solutions in any sector no matter the challenge or objective.

With exceptional service and top-notch deliverables, lmprovyze is the firm many leaders seek to bring change.

Wisconsin DNR Proposal 5

COMPREHENSIVE SERVICES DIGITIZATION DEPARTMENT

· lmprovyze digitizes many types of media including:

Paper Files VHS & Cassette Tapes

Wisconsin DNR Proposal

Blueprints/ Drawings Microfilm & Microfiche Aperture Cards

· Clients can also expect:

Safe & Secure Transportation

Strict Inventory Controls

Floppy Disks

32MM Slides

DVDs & Much More...

Document Preparation

Managed Cloud Services

Secure Storage Document Destruction / Document Return

Comprehensive digitization services performed by a team of experts at one location.

COMPANY EXPERIENCE

lmprovyze has significant experience working with clients across America.

150+projects completed across America.
1 00M + records digitized and stored.

150+ satisfied clients with all projects completed.

Largest geographical project: North Dakota Department of Veterans Affairs lmprovyze travelled to every county and tribal nation in North Dakota to collect certified Veteran records from courthouses and Veterans Service Officer offices.

Largest project scope: Wisconsin Department of Natural Resources lmprovyze collected millions of items from regional DNR offices throughout Wisconsin as part of the statewide pilot project. This included standard paper documents, 48"W blueprints, VHS and cassette tapes, photos, CDs, floppy disks, microfiche, and 32mm film cards.

Some of lmprovyze's clients include:

ABOUT US

STATEMENT OF FACTS

Important criteria regarding lmprovyze can be found hereafter:

· lmprovyze has never operated under another name.

· lmprovyze has never filed for bankruptcy.

· lmprovyze has no liabilities.

·lmprovyzehasneverbeennamedincivilorcriminal proceedings.
·lmprovyzehasneverhadaclaimagainstanyofits insurance policies.
·lmprovyze has completed all awarded projects with favorable reviews.
·lmprovyze has sufficient cash reserves to complete work for several months prior to receiving payments for work completed.
·lmprovyze has employees that hold Secret and TS/SCI clearances.
·lmprovyze only accepts work if it has the capacity to effectively and efficiently complete such project.
·lmprovyze only hires those who have passed extensive background checks.

lmprovyze is a company you can trust and rely on no matter the circumstances.

WHY CHOOSE US

Choosing to continue with lmprovyze is in the best interest of the state.

· Document Storage: lmprovyze is willing at no additional charge to collect all boxes of documents to be included in the project and securely store them prior to DNRs move out of GEF 2 so the state does not incur moving and storage costs for these items.

· Relationship: lmprovyze has visited all DNR sites and has met relevant employees. lmprovyze is familiar with current naming conventions and processes as lmprovyze worked with DNR to develop them. lmprovyze is also familiar with all requirements for CFR, which is beneficial to DNR because lmprovyze has trained new departments.

· FTP: DNR IT has approved the FTP that is currently used and familiar to many employees.

· Pricing: there is no increase for pricing provided from the 2021 contract.

· Value-Added Services: lmprovyze provides several additional services at no cost as shown on Page 30.

After using developed processes for almost five years, it would be detrimental to DNR employees to choose a new company who would require new processes resulting in additional training and a temporary work stoppage.

Certified Document Technician

Certified Document Technician

Certified Document Technician

Certified Document Technician

TEAMIMPROVZYE DIGITIZATION DEPARTMENli

No matter the project, lmprovyze has a fine selection of professionals to choose from and clients can be confident knowing some of the best talent is eager and ready to work on their project. The diagram below provides an overall look at lmprovyze's organization. All of lmprovyze's employees have numerous years of experience in their respective roles, have extensive training and many have degrees and certificates. lmprovyze has also built a comprehensive network of subject matter experts and can call on them whenever needed.

,...k

Chief Administrative Officer

Chief Executive Officer

Principal, Consulting Services l Principal, Digitization Services

Security Analyst

Records Consultant

Management Consultant

I ISupervisor

Certified Document Technician l

Certified Document Technician l Supervisor I Document I I Technician

Certified Document Technician

Certified i i

TEAMIMPROVZYE DIGITIZATION DEPARTMENT

Descriptions of Labor Categories and Tasks

A document technician performs electronic imaging services work, involving operating and maintaining digital equipment and software, scanners, and other reproduction equipment while maintaining strict confidentiality of all client files.

· Supervisor, Certified Document Technician Performs advanced electronic document imaging services work. Works under limited supervision, with moderate latitude for the use of initiative and independent judgment; serves as a supervisor providing direction to others. Employees at this level:

Oversee, review, and edit images and documents.

Ensure that production standards are followed and evaluate production processes for effectiveness and efficiency.

Ensure delivery of finished jobs. Prepare and review production reports.

Minimum requirements: Experience: 5-7 years Education: Bachelor's Degree Successful adjudication of background investigation. Completion of Non-Disclosure Agreement

· Certified Document Technician Performs routine electronic document imaging services work. Works under close supervision, with minimal latitude for the use of initiative and independence judgment. Employees at this level fully perform a variety of routine daily tasks but may often rely on direction from others to solve problems that are not standard and may occasionally assist others in performing job duties of greater complexity. Prepares documents for scanning by removing foreign objects that cannot feed through scanners.

Minimum requirements: Experience: 1-2 years Education: High School or GED Successful adjudication of background investigation. Completion of Non-Disclosure Agreement

SIMILAR PROJECTS

The following projects are the most recent large projects either in-progress or completed by lmprovyze simply to identify the company's capacity. Email is preferred.

ease let me know If difficulties are experienced trying to reach past performance references, and I will assist. Other past performance clients can be provided, as well.

State Agency - Current

Name
Kristin DuFresne

DNR Waste lmprovyze digitizes all Department of Natural Resources files (papers, film, VHS, photos, cassettes, etc.) located at many offices and warehouses throughout Wisconsin. lmprovyze adjusts to occasional client modifications and quickly responds to numerous emergency requests. Files are transferred via FTP.

Company
Wisconsin DNR
Email
kristin.dufresne@wi sconsin.gov
Phone
920-662-5128
Amount
$300,000.00+
Service Dates
04/2021-04/2025

State Agency - Current

Name
Allen Darkow

DNR Water lmprovyze digitizes all Department of Natural Resources files (papers, film, VHS, photos, cassettes, etc.) located at many offices and warehouses throughout Wisconsin. lmprovyze adjusts to occasional client modifications and quickly responds to numerous emergency requests. Files are transferred via FTP.

Company
Wisconsin DNR
Email
allen.darkow@wisc onsin.gov
Phone
608-720-0641
Amount
$3,500+
Service Dates
02/2025-04/2025

Federal Agency

Name
SSgt Zack

lmprovyze digitized thousands of case files, military documents, manuals, operating procedures, and other sensitive files from the air force base in Ohio. Critical requests were completed and uploaded to a SFTP within 24 hours. Documents were returned after scanning along with a hard drive backup of all files, and an interactive database of all files was constructed.

Company
US Air Force
Email
zachary.mitchell.21

.ctr@us.af.mil

Phone
412-304-3597
Amount
$173,750.00
Service Dates
11/2021-03/2024

Docusign Envelope ID: 00F48AEC-802A-44DD-9420-5BB5872EC9D7

Section 2 Methodology

Wisconsin DNR Proposal 13

PROJECT UNDERSTANDING

After carefully analyzing the scope presented in the Invitation for Bid, lmprovyze fully understands the requirements, has the capability and infrastructure to complete all tasks, and looks forward to continuining a strategic partnership with Wisconsin DNR.

Completed in two phases, generally:

1. Pack files into boxes and return to lmprovyze's warehouse in Arkansas where files will be inventoried and safely stored.

2. Documents will be prepped, scanned and immediately uploaded to a secure FTP for access. Files will be returned or destroyed based on DNR requirements.

lmprovyze will work with DNR every step of the way and ensure everything that may contribute to the project is thoroughly considered, completed and delivered.

Deliverables

· Project Status Reports

· Access to Cloud-Based Repository

· Scanned Electronic PDF Documents

· External Hard Drive Containing Backup of All Files

· Return Files / Destruction of Documents Affidavit, if applicable

Inventory Files

Prepare & Scan

Box Documents

Quality Control

Transport All Files

Secure File Transfer / Upload

Storage at Secure Facility

Destroy/ Return Documents

Wisconsin DNR Proposal 14

STAGE 1:

PROJECT PLANNING

The steps listed hereafter identify lmprovyze's scanning procedures for most projects. Although the outlined steps will result in successful project completion, lmprovyze will adhere to client requests and modify its project plan accordingly.

As part of the project planning phase, lmprovyze will perform a series of critical tasks that includes creating a set of plans to successfully guide the project team throughout the duration of the project. These critical documents will help the team manage time, cost, quality, change, risk and issues.

la: Project Kick-off Meeting lmprovyze will facilitate a project kick-off meeting with project leaders from DNR, as well as other employees that should be involved, if one is desired. Otherwise, an informational e-mail will be sent. The project kick-off meeting will give DNR leaders the chance to review and discuss with lmprovyze the project's scope, schedule, and deliverables, as well as address potential concerns. lmprovyze will provide a brief project overview including steps taken throughout the project, expectations, procedures for emergency requests and main points of contact, among others.

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