RFA 4026 - Independent Hearing Officers.docx

REQUEST FOR APPLICATIONS

For Independent Hearing Officers

THIS IS NOT AN ORDER

APPLICANT NAME & ADDRESS

Unless otherwise noted, names of all applicants submitting applications will be publicly available after the date and time specified as the deadline for submitting applications. Applications will be open to public inspection after award(s).

Revisions to this request for application, including due date, may be made by an official written amendment issued by Purchasing Services. Please check whether any amendments have been issued prior to submitting an application and do not submit an application before the School District issues its formal response to questions about the RFA.

Correspondence must reference the application number.

APPLICATION NUMBER: 4026

ISSUE DATE: October 22, 2018

DUE DATE: November 16, 2018 - 2:00 PM (CST)

IF NOT PROPOSING, please check here and return this cover page only.

The original application may be submitted via US mail, hand delivery or a delivery service and must be received by Administrative Services at the above address. Applications not date/time stamped by Administrative Services staff by the posted date and time shall be considered late and shall be rejected.

Any entity submitting an application has no enforceable right to amend its application after the submission deadline.

The MMSD is exempt from Federal Excise and Wisconsin State Sales tax.

By signing this application, 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 an application; that this application has been independently arrived at without collusion with any other applicant competitor or potential competitor; that this application has not been knowingly disclosed prior to the opening of applications to any other applicant or competitor; that the above statement is accurate under penalty of perjury.

The undersigned states that he/she is authorized to bind the applicant and on its behalf, hereby agrees with all the terms, conditions, and specifications required by the Madison Metropolitan School District in this Request for Application, and declares that the attached application and pricing are in conformity therewith.

SIGNATURE:

DATE:

TYPE or PRINT NAME:

TITLE:

TELEPHONE NUMBER:

FEIN or TAX ID NUMBER:

FAX NUMBER:

EMAIL ADDRESS:

Table of Contents

General Information Introduction and background The purpose of this document is to provide interested parties with information to enable them to prepare and submit an application for Independent Hearing Officers. The District as represented by Legal Services, intends to use the results of this solicitation to establish a roster of attorneys that the Board of Education may authorize to serve as Independent Hearing Officers in student expulsion matters.

Approximately 27,000 students, about 50% of which are minority, are currently enrolled in the Madison Metropolitan School District, making it the second largest school district in the State of Wisconsin. The District employs over 2,780 teachers, 145 administrators and 1,300 support personnel, plus more than 2,500 part time staff (including substitute teachers and summer recreation workers). The MMSD includes 49 school buildings in a 72 square mile area that includes the City of Madison and all or parts of several surrounding municipalities, with 32 elementary schools (grades 4K through 5) 12 middle schools (grades 6 through 8) and 5 high schools, one of which is a small alternative high school (grades 9 through 12). Several of the schools at each level have been named National Schools of Excellence by the U.S. Department of Education. The District also operates early childhood programs and alternative programs for middle and high school students as well as maintaining additional sites such as the Administration Building, the Maintenance/Food Service Building, the Mansfield and Lussier Stadiums, the Hoyt School, and the Affiliated Alternatives.

MMSD believes every school should be a thriving school that prepares each student to graduate from high school ready for college, career and community. We strive to ensure that students are on-track to graduate, that every student has access to a challenging and well-rounded education, and that students, families and employees experience a positive school and district climate. The District’s strategic framework recognizes the following priorities in working toward the realization of our vision: 1) Coherent Instruction – every student should have well-rounded, culturally responsive and coherent instruction; 2) Personalized Pathways – students should be engaged in charting a personalized pathway to college, career and community readiness; 3) Family Engagement and Community Partnerships- we should engage families and community members as partners; 4) Thriving Workforce – we should cultivate a work environment to attract, develop and retain top talent; and 5) Accountability Systems – we need to ensure accountability at all levels. It is important for any applicant or organization working with the District share in this vision for our students.

(MMSD’s Strategic Framework can be found at: https://www.madison.k12.wi.us/framework) Because of the District’s sound financial management practices, Madison is one of only a few Wisconsin districts to have an “Aa1” bond rating.

Scope Project Description MMSD seeks to establish a roster of eligible and qualified attorneys who may be appointed annually by the Board of Education to serve as Independent Hearing Officers in student expulsion matters. Students in Wisconsin are entitled to due process, including the right to have an impartial hearing, prior to being expelled from school. The authority for the use of Independent Hearing Officers in student expulsion matters is found in Wisconsin Statutes, section 120.13(1). Hearings are typically in person and held in Madison, WI in the Doyle Administration Building, located at 545 West Dayton Street, before a certified court reporter. The District will be represented by an attorney or administrator. Students and their families may represent themselves, be accompanied by an advocate, or be represented by an attorney. Hearing Officers will serve on an as-needed year around basis, as authorized by the Board of Education.

Objectives

Qualifications

Current Operations The MMSD currently contracts with 1 private attorney to act as Independent Hearing Officer for expulsions. A lottery is held to assign a Hearing Officer to each recommended expulsion matter. During the most recent full academic year, approximately 96 students were recommended for expulsion. Of those, approximately 34 were diverted due to special educational needs, 50 were able to enroll in an alternative program in lieu of expulsion or were dismissed for other reasons and 12 participated in an expulsion hearing.

Request for application process This document is a Request for Application. It differs from a Request for Bid in that the District is seeking a solution as described herein, not a bid meeting firm specifications for the lowest price. As defined in the American Bar Association Model Procurement Code, Competitive Sealed Proposals will be evaluated based upon criteria formulated around the most important features of a product or service, of which quality, testing, references, and availability or capability, may be overriding factors, and price may not be determinative in the issuance of a contract or award. The application evaluation criteria should be viewed as standards which measure how well an applicant’s approach meets the desired requirements and needs of the District.

Procuring and contracting department/division This Request for Application (RFA) is issued by Madison Metropolitan School District, Purchasing Services, which is the sole point of contact for the District during the selection process. The person responsible for managing the procurement process is Mick Howen, Director of Administrative Services.

As it pertains to this RFA, applicants shall NOT have contact with anyone other than the Director of Administrative Services (if absent, the Assistant Director) through the duration of this RFA process. All communication pertaining to this RFA must be in writing by email (preferred) or US mail.

Any contract(s) resulting from this RFA will be administered by Madison Metropolitan School District, Legal Services. The contract administrator will be Sherry M Terrell-Webb, Assistant Legal Counsel.

Definitions The following definitions are used throughout this document.

RFA means Request for Application District/MMSD means Madison Metropolitan School District.

Applicant/Hearing Officer means an applicant submitting response to this RFA.

Contractor means applicant awarded the contract.

Clarification and/or revisions to the specifications and requirements Any questions concerning this RFA must be submitted in writing by e-mail (preferred) or US mail on or before October 31, 2018 - 2:00 PM (CST) to:

During the selection process, applicants are specifically prohibited from contacting the District/schools to “prospect” for new business; introduce the firm’s staff; provide marketing or promotional materials; discuss advantages/benefits of their company, and/or discuss the disadvantages of working with their competitor(s). Applicants with questions about what constitutes allowable behavior during the selection process for this RFA should submit questions in writing to the above email address. Attempts to contact a District employee (including school personnel), official, or representative in any manner contrary to the requirements set forth in this document may lead to applicants being disqualified from consideration.

An electronic version of the RFA is available on the District’s web site:

www.madison.k12.wi.us/doingbusiness Applicants should raise any questions, exceptions, or additions they have concerning the RFA DOCUMENT as early as possible in the RFA process. If an applicant discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFA, the applicant should immediately notify the above named individual of such error and request modification or clarification of the RFA document.

In the event that it becomes necessary to provide additional clarifying data or information, or to revise any part of this RFA, revisions/amendments and/or supplements will be provided to all known recipients of this initial RFA or posted to the District’s Website at:

www.madison.k12.wi.us/doingbusiness Debarred, suspended, proposed for debarment or declared ineligible Contractors doing business with the MMSD must provide certification that they are not debarred, suspended, proposed for debarment, declared ineligible, are not in the process of being debarred, or are not voluntarily excluded from conducting business with a federal department or agency of the federal government.

MMSD may exclude a contractor or its subcontractor from participating in the RFA process and/or contract award if the applicant/organization or its principal(s) has(have) been debarred or excluded from doing business with the Federal Government.

Accessibility guidelines related to proposed software and hardware Applicant should demonstrate that each software and/or hardware proposed conforms to the accessibility guidelines established by the World Wide Web Consortium's Web Content Accessibility Guidelines 2.0 (WCAG 2.0).

In addition, Applicant should demonstrate that each software and/or hardware conforms to the accessibility guidelines established by Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794d), as amended. (Section 508 is the section of the 1973 Rehabilitation Act that states that all electronic and information technology procured, used, or developed by the federal government after June 25, 2001, must be accessible to people with disabilities. Affected technology includes hardware such as copiers, fax machines, telephones, and other electronic devices as well as application software and websites.)

Applicant may demonstrate compliance with such guidelines by submitting a VPAT (Voluntary Product Accessibility Template) or comparable documentation.

Reasonable accommodations The District will provide reasonable accommodations, including the provision of informational material in an alternative format, for qualified individuals with disabilities upon request. If you need accommodations at an application opening/applicant conference, contact Purchasing Services at (608) 663-5931.

Calendar of events Listed below are specific and estimated dates and times of actions related to this Request for Application (RFA). The actions with specific dates must be completed as indicated unless otherwise changed by the District. In the event that the District finds it necessary to change any of the specific dates and times in the calendar of events listed below, it will do so by issuing a supplement to this RFA. There may or may not be a formal notification issued for changes in the estimated dates and times.

Contract term and funding The contract shall be effective on the date indicated on the purchase order or the contract execution date and shall run from the date a contract is awarded through June 30, 2019, with an option by mutual agreement of the District and contractor, to renew on an annual basis subject to Board of Education approval unless amended, cancelled or rebid.

State of Wisconsin VendorNet registration The District makes use of the State of Wisconsin’s purchasing information and vendor notification service. Anyone may access VendorNet on the Internet at http://vendornet.state.wi.us.

Preparing and Submitting an Application General instructions The evaluation and selection of a contractor and the contract will be based on the information submitted in the applicant’s application plus references and any required on-site visits or oral presentations. Failure to respond to each of the requirements in the RFA may be the basis for rejecting an application.

Elaborate applications (i.e., expensive artwork, binders) beyond a sufficiently presented, complete, effective and securely bound application, are not necessary or desired.

Proprietary information All restrictions on the use of data contained within an application and all confidential information must be clearly stated on the attached “Designation of Confidential and Proprietary Information” form. Proprietary information submitted in an application, or in response to the RFA, will be handled in accordance with applicable law.

To the extent permitted by law, it is the intention of the District to withhold the contents of the application from public view until such times as competitive or bargaining reasons no longer require non-disclosure, in the opinion of the District. At that time, all applications will be available for review in accordance with the Wisconsin Public Records Law.

Incurring costs The District is not liable for any cost incurred by applicants in replying to this RFA.

Submitting the application Applicants must submit ONE hardcopy original (identified as such), ONE electronic version (memory stick, compact disk or e-mail attachment), and two (2) hardcopies including all materials (excluding Cost Proposal; see paragraph 6.2) required for acceptance of their application by November 16, 2018 at 2:00 PM (CST) to:

At application opening, only the names of responding applicants are provided. No further information will be available until contract award.

Applications must be time/date stamped as received by Administrative Services on or before the specified date and time provided above. Applications not so stamped will not be accepted. Receipt of an application by the District’s mail system does not constitute receipt of an application by Purchasing Services, for purposes of this RFA.

All applications MUST be packaged, sealed and show the following information on the outside of the package:

Application organization and format Applications should be typed and submitted on 8.5 by 11 inch paper bound securely. Applications should be organized and presented in the order and by the number assigned in the RFA. Applications must be organized with the following headings and subheadings:

Cover Page (Sign and complete associated Request for Application cover page) Submittal Letter, which must include:

2.5.2.1 Name and Title

2.5.2.2 Telephone Number (should be the number to which MMSD may direct questions)

2.5.2.3 Statement of Interest

2.5.2.4 Brief Summary of qualifications (for the services herein)

2.5.2.5 Statement that no conflict of interest exists (should applicant be chosen)

2.5.2.6 Statement accepting all terms and conditions contained in the RFA Qualifications

2.5.3.1 Provide a summary of applicant’s experience in similar types of engagements, with emphasis on Wisconsin public school districts.

2.5.3.2 Detail your experience with student discipline.

2.5.3.3 Detail your proficiency with word processing programs.

2.5.3.4 Detail your anticipated availability through the year (e.g., planned or usual vacation or other absence dates).

2.5.3.5 Provide a sample of an expulsion decision you have written or some other legal writing that includes a recitation of facts, analysis and conclusions. Such sample may have undergone minimal editing by an administrative or Legal Assistant but, otherwise, must be the work product of the applicant.

References Using Attachment B please provide at least one reference. The MMSD may serve as an additional reference if applicant currently provides services to the District, or has done so in the past.

Resume Provide a detailed resume, including educational qualifications, bar memberships, and previous employment that relate to this RFA.

Substitute W9 Form This document is found on the District’s web site under the following link:

https://admsvcweb.madison.k12.wi.us/files/admsvc/doingbusiness/docs/Vendor_Contractor_Profile_Form.pdf Required Forms

Withdrawal of applications Applications shall be irrevocable until contract award unless the application is withdrawn. Applicants may withdraw an application in writing at any time up to the actual application closing date if the application has already been received by Purchasing Services. To accomplish this, the written request must be signed by an authorized representative of the applicant and submitted to purchasing services. If a previously submitted application is withdrawn before the application due date and time, the applicant may submit another application at any time up to the original application closing date and time.

Application Selection and Award Process Preliminary evaluation The applications will first be reviewed to determine if requirements in Section 2.0 are met and if additional requirements are met (see all requirement sections). Failure to meet mandatory requirements will result in the application being rejected. In the event that all applicants do not meet one or more of the mandatory requirements, the District reserves the right to continue the evaluation of the applications and to select the application which most closely meets the requirements specified in this RFA.

Application scoring Accepted applications will be reviewed by an evaluation committee and scored against the stated criteria. The committee may review references, request interviews, and conduct an on-site visit and use the results in scoring the applications.

Right to reject applications and negotiate contract terms The District reserves the right to reject any and all applications and to waive minor irregularities and technicalities. The judgment of the District on such matters shall be FINAL. The District further retains the right to negotiate the terms of the contract, including the award amount, with the selected applicant prior to entering into a contract. If contract negotiations cannot be concluded successfully with the highest scoring applicant, the District may negotiate a contract with the next highest scoring applicant.

Evaluation criteria The applications will be scored using the following:

Award and final offer(s) The District may recommend a contract be awarded to the applicant with the highest total score as outlined in section 3.4, or may recommend that contracts be awarded to multiple applicants to provide portions of the services or goods proposed. Alternatively, multiple applicants with the highest total scores may be requested to submit final and best offers. If final and best offers are requested, they will be evaluated against the stated criteria, scored and ranked in the same manner described above to determine the applicant with the highest total score.

Special Contract Terms and Conditions Hold harmless By submitting an application, contractor understands that the District and its representatives will determine which application is accepted. Applicant waives any right to claim damages of any nature, whatsoever, based on the selection process, and any communications associated with the selection of the successful contractor. All completed applications and supporting documentation submitted shall be the property of the Madison Metropolitan School District.

Liquidated damages The Applicant acknowledges that, if after being awarded a contract the contractor fails to deliver the goods or services in a timely manner, substantial economic and other damages will be incurred by the District, in an amount that is not easily ascertained, and that $150.00 per working day, not to exceed one-half of the total of the contract, for every day past the scheduled delivery date(s) is a fair and appropriate estimate of such damages. The contractor agrees that such amount is not intended to be a penalty but to represent actual damages incurred, and that the District shall have the right to assess such damages either through deducting the damages from the amount due under contractor’s invoices or by directly billing Contractor.

Prime contractor and minority business subcontractors The prime contractor will be responsible for contract performance when subcontractors are used. If subcontractors are to be used, the applicant must clearly explain their participation and they must abide by all terms and conditions of the contract.

Additional terms The District reasonably believes that sufficient funds are available or can be obtained to make payments due under any contract issued under this application; however, the contract will terminate immediately and absolutely if appropriated and otherwise unobligated funds are no longer available to satisfy the obligations of the District under this contract.

The District shall not be bound by any terms and conditions included in any applicant’s packaging, service catalog, brochure, technical data sheet or other document which attempts to impose any conditions at variance with or in addition to the terms and conditions contained in this solicitation, including the standard terms and conditions contained herein, or in the resultant contract. If an applicant objects to any term or condition that shall relate to a contract resulting from this solicitation, the objection shall be clearly stated on a separate page entitled “Objection to Term or Condition.”

If the objection is accepted by the District it will be stated in any resultant contract. If not stated in the contract, the terms and conditions shall remain as written in the RFA.

Termination of contract The District may terminate the resultant contract at any time at its sole discretion by delivering thirty (30) days written notice to the contractor. Upon termination, the District’s liability will be limited to the pro rata cost of the services performed as of the date of termination plus expenses incurred with the prior written approval of the District. Termination by the contractor shall require written notice to that effect to be delivered by the contractor to the agency not less than sixty (60) days prior to said termination. In the event that the contractor exercises its right to terminate the contract, for any reason whatsoever, it will refund to the District within fifteen (15) days of said termination, all payments made hereunder by the District to the contractor for work not completed or not accepted by the District.

Standard Terms and Conditions The District reserves the right to incorporate standard contract provisions into any contract negotiated with any application submitted responding to this RFA (Standard Terms and Conditions and Supplemental Standard Terms and Conditions for Procurements for Products and/or Services). Failure of the successful applicant to accept these obligations in a contractual agreement may result in cancellation of the award.

Required Forms The following forms must be completed and submitted with the application in accordance with the instructions given in Section 2.0. Blank forms are attached.

Standard Terms and Conditions (Non-Construction)

1. GENERAL: “Madison Metropolitan School District,” “District,” and “MMSD” are synonymous and mean the Madison Metropolitan School District. The MMSD reserves the right to accept or reject any or all bids/proposals/applications, to waive any informality or technicality in any bid/proposal/application submitted, and to accept any part of a bid/proposal/application deemed to be in the best interest of the District. The MMSD reserves the right to reject any or all bids/proposals/applications without indicating a reason for such rejection.

2. TAX EXEMPTION: The MMSD is exempt from the payment of Federal Excise Tax and State Sales Tax. The MMSD’s tax-exempt number is ES42341.

3. PRICING AND DISCOUNTS: The MMSD qualifies for governmental and educational discounts. Unit prices shall reflect these discounts. Unit prices shall govern in the bid/proposal/application evaluation and contract administration.

4. SPECIFICATIONS: All bidders/proposers/applicants must be in compliance with all specifications and any drawings provided with this solicitation. Any reference to brand names and numbers is descriptive, but not restrictive, unless otherwise specified. When specific manufacturer and model numbers are shown, they are used to establish a design, type of construction, quality, functional capability and/or performance level desired. The MMSD reserves the right to determine whether an alternate offer is equivalent to and meets the standard of quality indicated by the brand name referenced. When alternates are bid/proposed, they shall be identified by manufacturer, stock number, and such other information necessary to establish equivalency. The MMSD shall be the sole judge of equivalency!

5. DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from the original text, terms, conditions, or specifications shall be described fully, on the bidder’s/proposer’s/applicant’s letterhead, signed and attached to this request. In the absence of such a request, the bid/proposal/application shall be accepted as in strict compliance with all terms, conditions, and specifications.

6. CHANGES AND WITHDRAWALS: The MMSD reserves the right to change due dates and openings for its own convenience and to withdraw solicitations at any time without prior notice.

7. APPLICABLE LAW: This solicitation and any resultant contract shall be governed under the laws of the State of Wisconsin.

8. ASSIGNMENT: No right or duty in whole or in part of the contractor under this contract may be assigned or delegated without prior written consent of the MMSD.

9. HOLD HARMLESS: The contractor will indemnify, save harmless, and defend the MMSD and all of its officers, agents and employees from all suits, actions, or claims of any character brought for or on account of any injuries or damages received by any persons or property resulting from the operations of the contractor, or any of its contractors, in prosecuting work under this agreement.

10. PUBLIC RECORDS ACCESS: It is the intention of the MMSD to maintain an open and public process in the solicitation, submission, review and approval of procurement activities. Bid/proposal/application openings are public unless otherwise stated. Records are not generally available until after an award has been made.

11. INSURANCE RESPONSIBILITY: The contractor performing services for the MMSD shall:

Maintain worker’s compensation insurance as required by law for all employees engaged in the work.

Maintain commercial liability, bodily injury and property damage insurance against any claims(s) that might occur in carrying out this agreement/contract. Minimum coverage shall be one million ($1,000,000) liability for bodily injury and property damage including product liability and completed operations. Provide motor vehicle insurance for all owned, non-owned and hired vehicles that are used in carrying out this contract. Minimum coverage shall be one million ($1,000,000) per occurrence combined single limit for automobile liability and property damage.

The MMSD reserves the right to require higher or lower limits and additional types of insurance if warranted. All insurance required by this contract shall be maintained during the entire length of the contract.

12. CANCELLATION: The MMSD reserves the right to cancel any contract in whole or in part without penalty due to non-appropriation of funds or for failure of the contractor to comply with terms, conditions and specifications of this contract.

The MMSD also reserves the right to cancel any contract with a federally debarred contractor or a contractor which is presently identified on the list of parties excluded from federal procurement and non-procurement contracts.

13. SAFETY REQUIREMENTS: All materials, equipment, and supplies provided to the MMSD must comply fully with all safety requirements as set forth by the Wisconsin Administrative Code, Rules of the Industrial Commission on Safety, and all applicable OSHA Standards.

14. MATERIAL SAFETY DATA SHEETS: If any items(s) on order(s) resulting from this award(s) is a hazardous chemical, as defined under 29CFR 1910.1200, provide one (1) copy of a Material Safety Data Sheet for each item with the shipped container(s) and one (1) copy to MMSD - Risk Management, 4711 Pflaum Road, Madison, WI 53718-6721.

15. RESPONSIVENESS AND RESPONSIBILITY: Award will be made to the responsible and responsive bidder/proposer/applicant whose bid is most advantageous to the MMSD with price and other factors considered. For the purposes of this project, responsiveness is defined as conformance to the requirements of the solicitation and the furnishing of information requested.

Responsibility is defined as the bidder's/proposer’s/applicant’s potential ability to perform successfully under the terms of the proposed contract. Briefly, a responsible bidder/proposer/applicant has adequate financial resources or the ability to obtain said resources; can comply with required delivery taking into account other business commitments; has a satisfactory performance record; has a satisfactory record of integrity and business ethics; and has the necessary organization, experience and technical skills.

The MMSD reserves the right to refuse to accept any bid, proposal or application from any person, firm or corporation that is in arrears or is in default to the MMSD, or has failed to perform faithfully any previous contract with the MMSD. If requested, the bidder must present within five (5) working days evidence satisfactory to the MMSD of performance ability and possession of necessary facilities, financial resources, adequate insurance, and any other resources required to determine the bidder's ability to comply with the terms of this solicitation document.

16. WARRANTY: Unless otherwise required equipment purchased as a result of this request shall be warranted against defects by the bidder/proposer/applicant for one year from the date of receipt. Equipment manufacturer’s standard warranty shall apply as a minimum and shall be honored by the Contractor.

17. QUANTITIES: The quantities shown on this request are based on estimated needs. The MMSD reserves the right to increase or decrease quantities to meet actual needs.

18. QUALITY: Unless indicated in the request, all material shall be first quality. Items which are used, demonstrators, obsolete, seconds, or which have been discontinued are unacceptable without the prior written consent of the MMSD.

19. AWARD CRITERIA: In comparing bids/proposals/applications and making awards, the MMSD may consider such factors as relative quality and adaptability of supplies and services, bidder/proposer/applicant financial responsibility, skill, experience, record of integrity, and ability to furnish repairs and maintenance services, the time of delivery or performance offered, contract compliance requirements, and any other element or factor in addition to that of the price which would affect the final cost to the MMSD and whether the bidder has complied with the specifications.

20. AWARD: Award(s) will be made, as determined by the MMSD, to the lowest responsive and responsible bidder/proposer/applicant meeting MMSD award criteria.

21. ENTIRE AGREEMENT: These Standard Terms and Conditions shall apply to any contract or order awarded as a result of this request except where special conditions are stated elsewhere in the request; in such cases, the special conditions shall apply. Further, the written contract and/or order with referenced parts and attachments including these Standard Terms and Conditions shall constitute the entire agreement and no other terms and conditions in any document, acceptance, or acknowledgement shall be effective or binding unless expressly agreed to in writing by the MMSD.

Attachment A – Applicant Identification

Telephone

Toll Free Telephone

Fax

Address:

City:

State:

Zip + 4:

Federal Employee Identification Number (FEIN):

Name:

Title:

Telephone:

Toll Free Telephone:

Address:

City:

State:

Zip + Four:

Name:

Title:

Telephone:

Toll Free Telephone:

Address:

City:

State:

Zip + Four:

Name:

Title:

Telephone:

Toll Free Telephone:

Address:

City:

State:

Zip + Four:

Attachment B – Applicant References

Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s) used for installations/services with requirements similar to 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. Unless specified otherwise within this document, please provide a minimum of three (3) references.

Company Name:

Address:

Telephone:

Contact Person:

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

Company Name:

Address:

Telephone:

Contact Person:

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

Company Name:

Address:

Telephone:

Contact Person:

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

Company Name:

Address:

Telephone:

Contact Person:

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

Company Name:

Address:

Telephone:

Contact Person:

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

Attachment C – Designation of Confidential and Proprietary Information

The attached material submitted in response to Request for Application Number 4020 includes proprietary and confidential information which qualifies as a trade secret, as provided in Sect 19.36(5), Wisconsin State Statutes. As such, we ask that certain pages, as indicated below, of this application response be treated as confidential material and not be released without our written approval or as required by law. Attach additional sheets if needed.

Prices and this page always become public information when applications 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 of the following apply:

We request that the following pages not be released:

Section

Page Number

Topic

In the event a public records request is made to the District, the parties agree and understand that the District is an "authority" as defined in Wis. Stats. section 19.32 and subject to the Wisconsin Public Records law, Wis. Stats. sections 19.31 et. seq. The District will notify the undersigned of a request made pursuant to the Public Records law which involves records containing information of a type described as confidential and proprietary herein, and will notify undersigned of its intent to comply as well as the manner in which compliance will occur. The District shall release records, including records that may contain confidential information, pursuant to the Public Records law. Such release shall not be considered a breach of this agreement.

Failure to include this form in the application response may mean that all information provided as part of the application response will be open to examination or copying. The District considers other markings of confidential in the application document to be insufficient. The undersigned agree(s) to hold the District harmless for any damages arising out of the release of any material required to be released pursuant to the public records law or material not specifically identified above.

Signature-Authorized Representative

Company Name

Print Name-Authorized Representative

Date

Attachment D – Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion

MADISON METROPOLITAN SCHOOL DISTRICT

Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion

Federal Executive Order (E.O.) 12549 “Debarment and Suspension” requires that all contractors receiving individual awards, using federal funds, and all sub-recipients certify that the applicant/ organization and/or its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government.

Your signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency.

PHONE ________________ FAX___________

EMAIL ________________________________

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