RFP 2523-883 Cloud Fax.docx

DSHS Administration Finance, Technology & Analytics Administration Request for [Proposals/qualifications/quotation/ qualifications and quotation] No.

2523-8 Title:

Enterprise Cloud Fax )E

Solicitation Schedule

Pre-Bid Conference at 1:30 p.m. Pacific Time.

Lin: Join the meeting now January 6, 2026 at 2:00 PM PST

Anticipated Contract Execution date and start date.

April 9, 2026/April 10, 2026

Responses must be submitted to Donna Beatty, Solicitation Coordinator, Department of Social and Health Services; Finance, Technology and Analytics Administration; Central Contracts and Legal Services Email: donna.beatty@dshs.wa.gov

Solicitation and Amendments will be posted on:

DSHS Procurement Website: https://www.dshs.wa.gov/ffa/procurements-and-contracting WEBS Website: https://pr-webs-vendor.des.wa.gov/ Applicable WEBS Commodity Codes: 952-43, 915-36

Auxiliary Aids and Limited English Proficient (LEP) Services:

DSHS will provide access to this Solicitation document to individuals with disabilities and Limited English Proficient individuals. Please contact the Coordinator to request auxiliary aids and services.

LIST OF CONTENTS

Section A. Contract Requirements Section B. Definitions Section C. Explanation of Solicitation Process Section D. Instructions Regarding Content, Format and Submission of Response…..

Section E. Evaluation of Responses Section F. Debriefing and Protest Procedure Section G. Contracting Procedures

Attachments:

Attachment A: Sample Contract Attachment B: Sample Bid Submission Letter Attachment C: Bidder Certifications and Assurances Attachment D: Bidder Response Form Attachment E: Contractor Inclusion Plan

Other Documents FAQ’s Cost Scoring Example

SECTION A

CONTRACT REQUIREMENTS

1. Purpose This competitive Solicitation is issued by the Division of Information Technology (DIT) of the Finance, Technology and Analytics Administration, of the Washington State Department of Social and Health Services (DSHS). DIT is seeking a qualified Contractor for the purpose of procuring a cloud fax solution that will be available for use by all business units within DSHS.

Background DSHS currently utilizes phone line-based fax systems (Centrex, Analog, Pots) to transmit and receive a majority of its fax communications. Continued reliance on phone line-based fax systems will not be possible as the Washington State Consolidated Technology Services agency, also known as WaTech, will be disconnecting such services.

The Washington State Department of Social and Health Services (DSHS) is looking for an enterprise cloud fax solution that will enable DSHS to standardize the faxing process and ultimately eliminate the need for physical fax machines.

Project Scope DSHS requires a mature, electronic fax service that serves as a secure, convenient, and accessible method to send and receive faxes digitally through the internet. The service must be user-friendly, reliable with dedicated 24-hour customer support, scalable to accommodate changing needs, and accessible through a clear, concise, descriptive URL, and support the use of multiple brands of new and existing, “legacy” fax hardware systems of various brands, makes, and models (fax machines, multi-function copiers, etc.) through the use of ATA or other hardware adapters. Additionally, user training materials in the form of videos and/or manuals must be provided and made available on an on-going basis.

A. Features:

The enterprise cloud fax solution must include the following features:

· Ability to accommodate a high volume of faxes as well as faxes in excess of 1000 pages in length.

· Ability to accommodate use by all DSHS business units;

· Ability to provide audit trails and reporting capabilities, including automatically archiving all faxes sent or received and tracking transmissions with unique identifiers and Call Detail Reports (CDRs) for audits, and investigations. CDRs must include up to 6 months of information showing

· Inbound Calls

· Outbound Calls

· Date Calls made

· Time Calls made

· Duration of the calls made

· Completion of the calls.

· Compliance with the following regulatory requirements:

· HIPAA

· PCOI-DSS compliant

· GLBA

· NIST 800-53, Revision 4, as updated

· Data Encryption during transmission and at rest with multiple layers of encryption, including AES-256- bit encryption and TLS 1.2.

· Fax routing:

· Fax to folders created by the user,

· fax to printers,

· fax to email,

· Retention of fax data and meta data, with protection, deletion, storage and security capabilities that meet DSHS record retention standards.

B. Variable Business Needs:

DSHS anticipates adding and building services to accommodate a wide range of business unit sizes. The initial phase will accommodate the needs of multiple business units, and additional units will be added over time. DSHS is requesting bids that address the addition of business units on a periodic basis. While this RFP asks for additions in “Phases,” with cost proposals associated with periodic additions of business units, in reality the additions may be required at a more gradual pace and reaching a threshold price for one cost item (based on fax volume, for instance) may not be coincident with reaching another threshold price (such as pricing based on the number of web users). The timing of the addition of new business units, increases in volume, etc., after the initial implementation phase is simply unpredictable at this time.

1. Statement of Work The Contractor shall provide the services, staff, products, and otherwise do all things necessary for or incidental to the performance of work, as set forth in Attachment A, Sample Contract, pages 24-29, paragraph 6, Statement of Work, which is summarized below for the Bidder’s convenience. Bidders are strongly encouraged to thoroughly review the Statement of Work in Attachment A, the Sample Contract, as the summary below is not complete.

a. Platform Subscription

(1) The Contractor shall provide DSHS a scalable cloud based digital faxing subscription to facilitate sending and receiving faxes digitally through the internet from multiple new and existing phone numbers. The subscription shall include access to a web portal for DSHS staff and administrators to monitor, interface with, and manage the digital faxes.

(2) The Contractor shall host the cloud based digital faxing subscription on the Contractor’s platform.

(3) The Contractor shall support the use of multiple brands of legacy fax equipment such as fax machines and multi-function copiers, through the use of ATA or equivalent, physical, hardware adapters.

b. Configuration and Porting

(1) The Contractor shall work with DSHS to determine how best to configure its platform to meet DSHS requirements in mutual coordination with DSHS project staff.

(2) The contractor shall port existing DSHS fax numbers and/or supply new phone numbers to include toll lines and DIDs.

c. Training The Contractor shall provide training materials on the operation and administration of the, portal, and any hardware, including any available User’s Guides, FAQ, and training videos.

d. Hardware

(1) The Contractor shall provide ATA-type, hardware adapters, and other hardware necessary for operation. Each adapter shall have a call through test verifying the inbound and outbound operation.

e. Service Implementation and Timing

(1) The Contractor shall develop a digital fax implementation plan according to the schedule and and timelines set forth in the Contract.

f. Digital Fax Service Requirements

(1) The Contractor’s FOIP solution will employ protocols such as T.30 or T.38 or as proposed by the vendor and accepted by DSHS.

(2) The Contractor’s solution shall allow users to create fax folders, fax to printers, fax to email, fax to fax machines, fax to mobile devices, and fax securely on the Contractor’s platform. The Contractor shall have reporting capabilities as described in Section 6.G below.

(3) The Contractor shall manage a fax routing design through the Contractor’s platform that uses basic telephony routing paths designed in collaboration and approved by DSHS.

(4) The Contractor shall utilize Sfax® software, or a similar software or application with the same functionality, to support securely receiving, sending, viewing, annotating, and signing documents from various devices such as computer, the internet, mobile phones and tablets. (Sfax® is a registered trademark owned by Consensus Cloud Solutions, LLC, Reg. 4831264.)

(5) The Contractor’s solution must accommodate large faxes in excess of 1000 pages in length.

(6) The Contractor shall implement and maintain security measures that will satisfy the following requirements:

(a) Faxes must be encrypted using an AES-256 and TLS 1.2T. (or a more recent equivalent as approved by DSHS) bit encryption protocol that is updated regularly to be compliant with all of the following laws, regulations, policies and standards:

i. WaTech Policy SEC-08-02-S, as amended

ii. HIPPA – Health Insurance Portability and Accountability Act

iii. PHIPA – Canadian Personal Health Information Protection Act

iv. (PCI DSS) Payment Card Industry Data Security Standard

v. NIST 800-53, Revision 4 and later revisions as they are published

vi. The Gramm-Leach-Bliley Act of 1999 (GLBA)

vii. Title 21 of the Code of Federal Regulations (21 CFR Part 11) Electronic Records

(b) Prior to service commencement, the Contractor shall provide DSHS reports detailing the Contractor’s solution’s compliance with the requirements of SOC 1 (An internal controls report); and SOC 2 type 2.

(c) Contractor shall support Security Assertation Markup Language Single Sign On, (SAML SSO) utilizing ENTRA ID

(7) Contractor shall support Role Based Access Controls (RBAC)The Contractor shall support encryption with multiple layers of encryption, including AES-256- bit encryption and TLS 1.2T.

(8) The Contractor shall automatically archive all faxes sent or received and track each transmission with unique identifiers. The archived faxes must be retained by the Contractor for periods specified by DSHS in order to comply with Washington State’s record retention laws and policies.

The Contractor shall support multiple file formats including minimum of PDF and TIFF formats

(10) The Contractor shall provide for retention of faxes for up to six years. Protection, deletion, storage and security capabilities shall meet DSHS retention standards.

g. Digital Fax Reporting and Dashboards

(1) The Contractor shall provide customized dashboards and reporting for transmission, daily use, Number of inbound and outbound pages, and transmission errors.

(2) Upon request, the Contractor shall provide Call Data Reports (CDR) for audits, investigations or other purposes, and must include up to 6 months of information.

(3) The Contractor shall provide the data from the dashboard to DSHS for other use, in either a CSV or Excel file format.

h. Digital Fax Service Performance Expectations

(1) Support Generally, Telephone Support, and Tracking

(a) The Contractor shall provide support for DSHS’s live productive use of the Cloud Services set forth in the Contract.

(b) The Contractor shall provide telephone and portal issue support to assist DSHS with the use of the Cloud Services and to assist with issue resolution during the Term of this Agreement. The portal issue support will be available 24 hours a day and telephone support will be available during the hours posted by the Contractor.

The Contractor shall provide three support Levels, ranked according to the impact the issue has on DSHS operations.

(c) The Contractor shall ensure no service maintenance impacts the ability of DSHS to send or receive fax transmissions, or disables the DSHS account setup and services.

Availability in Percentages And Hours of Unscheduled Downtime Annually

one-fourth of the annual Recurring Support Services Fees and Hosting Fees)

& 10 Min

NO CREDIT DUE

5 Hours & 29 Min 5%

10 Hours & 58 Min 7.5%

DSHS intends to award one Contract for the Services described in this Competitive Solicitation. The term of the Contract shall be for three years and may be extended by amendment up to two times for up to one year per amendment at the sole discretion of DSHS. Additional services that are appropriate to the scope of this Solicitation, as determined by DSHS, may be added to the Contract in a mutually agreeable amendment.

7. Funding Any Contract awarded is contingent upon the availability of funding.

Continued on Next Page

SECTION B

DEFINITIONS

Additional definitions for Contract-specific terms are found in the Sample Contract set forth as Attachment A to this Solicitation and shall apply to those terms as they are used in this Solicitation. The following terms have the meanings set forth below:

Agency or DSHS – The Washington State Department of Social and Health Services.

Amendment – A unilateral change to the Solicitation that is issued by DSHS at its sole discretion and posted on WEBS.

Apparent Successful Bidder (ASB) – A Bidder submitting a Response to this Solicitation that is evaluated, identified, and announced by DSHS as providing the best value to the Agency. Upon execution of a Contract, the ASB is referred to as the successful bidder or the Contractor.

Authorized Representative – An individual designated by the Bidder to act on its behalf who has the authority to legally bind the Bidder concerning the terms and conditions outlined in this Solicitation and related documents.

Bid - An offer, proposal or quote for goods or services and all related materials prepared and submitted by a Bidder in response to this Solicitation. The terms Bid, Quotation, Response and Proposal are all intended to mean the same thing.

Bidder – An individual, organization, public or private Agency or other entity submitting a bid, quotation, response or proposal in response to this Solicitation.

Contract – A written agreement entered into between a successful Bidder and DSHS as a result of this Solicitation.

Complaint – A process that may be followed by a Bidder prior to the deadline for bid submission to alert DSHS of certain types of asserted deficiencies in the Solicitation.

Coordinator or Solicitation Coordinator – An individual or designee who is employed by DSHS within the DSHS Central Contracts and Legal Services Office and who is responsible for conducting this Solicitation.

Debriefing – A short meeting a Bidder may request with the Coordinator following the announcement of the Apparent Successful Bidder for the purpose of receiving information regarding the review and evaluation of that Bidder’s Response.

Fulfillment Partner – A third party or affiliate business entity that may or may not have a subcontractor relationship with the Bidder but is responsible for delivering or implementing all or part of a Bidder’s proposed solution.

Inclusion plan - a detailed plan showing a Bidder’s actions toward meeting Washington Small and Diverse Business goals on a specific competitive procurement.

Procurement - The broad process of identifying goods and services for purchase or acquisition, of effecting the purchase or acquisition, and of managing the purchase or acquisition. This Solicitation is a part of an overall Procurement process. Despite the broader meaning attributed to “procurement”, for purposes of this Solicitation, the terms Solicitation, RFP/RFQ/RFQQ and Procurement are interchangeable.

Project - The undertaking or work for which contracted Services are being requested pursuant to this Solicitation.

Protest – A process that may be followed by a Bidder after the announcement of the apparent Successful Bidder to alert DSHS to certain types of alleged errors in the evaluation of the Solicitation.

RCW – The Revised Code of Washington. All references to RCW chapters or sections shall include any successor, amended, or replacement statute.

Responsible Bidder – An individual, organization, public or private Agency, or other entity that has demonstrated the capability to meet all the requirements of the Solicitation and to meet the elements of responsibility. (See RCW 39.26.160 (2)) Responsive Bidder – An individual, organization, public or private Agency, or other entity who has submitted a Bid that fully conforms in all material respects to the Solicitation and all its requirements, in both form and substance.

RFP/RFQ/RFQQ – The request for proposals, qualifications, quotations, or qualifications and quotations set forth in this Solicitation document.

Services – Labor, work, analysis, or similar activities provided by a contractor to accomplish a specific scope of work.

Small Business – An in-state business, including a sole proprietorship, corporation, partnership, or other legal entity, that certifies under penalty of perjury that they are Washington Small Business as defined in RCW 39.26.010(22).

Solicitation or Competitive Solicitation – A formal process providing an equal and open opportunity for bidders culminating in a selection based upon predetermined criteria. A Competitive Solicitation requests the submission of bids, quotations, or proposals for the consideration of DSHS in contracting to meet its needs. This RFP/RFQ/RFQQ is a Solicitation.

Solicitation Document – This RFP/RFQ/RFQQ document, including all attachments and all amendments that are issued by the Coordinator.

Statement of Work – The detailed description of services to be performed by the Contractor and outlined in the Contract.

Subcontractor – An individual or other entity contracted by Bidder to perform part of the services or to provide goods under the Contract resulting from this Solicitation. Subcontractors, if allowed, are subject to the advance approval of DSHS.

Veteran-owned business – A business that is certified by the Department of Veterans Affairs (DVA) in the state of Washington. (See RCW 43.60A.200)

WEBS – Washington’s Electronic Business Solution, the Bidder notification system found at https://pr-webs-vendor.des.wa.gov/ and maintained by the Washington State Department of Enterprise Services.

SECTION C

EXPLANATION OF SOLICITATION PROCESS

1. Solicitation Schedule The Solicitation Schedule set forth below outlines the tentative schedule for important events relating to this Solicitation. Except as modified in an Amendment issued by the Coordinator, the dates and times listed through the Response Submission date are mandatory deadlines. The remaining dates are estimates and may change without the posting of an Amendment. Failure to meet the Response deadline will result in Bidder’s disqualification.

Item

* Dates are subject to change. Once known, actual dates will be communicated to relevant Bidders via email.

1. Posting of Solicitation Documents DSHS shall post this Solicitation, and all amendments and announcements relating to this Solicitation, on WEBS. WEBS can be accessed at: https://pr-webs-vendor.des.wa.gov/. In order to inform the largest number of potential bidders about this opportunity, DSHS shall also post documents relating to this Solicitation on the Procurements page of the DSHS website, found at:

https://www.dshs.wa.gov/ffa/procurements-and-contracting

All Bidders must register as a vendor on WEBS, using an appropriate commodities code listed on the front page of this Solicitation, and download this Solicitation from WEBS. This should be done as soon as possible in order for Bidder to receive notifications automatically generated on WEBS, but no later than the date set forth in Section C.1., Solicitation Schedule for Announcement of the Apparent Successful Bidder(s).

Amendment, Cancellation/Rejection of Bids, Reissuance of Solicitation DSHS may amend or add to, retract from or cancel this Solicitation at any time, in whole or in part, and without penalty. DSHS may reject all bids and cancel or reissue this Solicitation. All amendments and notifications of cancellation shall be posted on WEBS. In the event of a conflict between amendments or between an amendment and this Solicitation Document, the document issued latest shall control.

Communications regarding Solicitation Upon the posting of this Solicitation, all communications concerning this Solicitation must be directed to the Coordinator listed on the cover page of this Solicitation document. With the exception of the Response, which shall be submitted as provided in Section D, Instructions Regarding Content, Format and Submission of Written Responses, communications with the Coordinator should be sent via email. DSHS may disqualify any Bidder who communicates with anyone in DSHS other than the Coordinator regarding this Solicitation.

DSHS considers all oral communications unofficial and non-binding on DSHS. Bidders should rely only on written statements issued by the Coordinator. Email shall be considered an official method of communication unless otherwise specified in this document.

Pre-Bid Conference Bidders are invited to attend a Pre-Bid Conference, which shall be held virtually on August 14, 2025 at 1:30 PM. The Pre-Bid Conference is an opportunity for Bidders to learn more about the conditions under which a Contract will be performed and to discuss the inclusion plan, especially when subcontracting opportunity may be a part of the Contract. At the Pre-Bid Conference, Bidders will have an opportunity to ask questions and to hear presentations from knowledgeable DSHS personnel. DSHS shall summarize the information shared at the Pre-Bid Conference and post that summary on the DSHS procurement web page and on WEBS as an Amendment to this Solicitation. Bidders may only rely upon information that is included in this Amendment in preparing their Responses.

PRE-BID CONFERENCE – January 6, 2026 Join the meeting now Meeting ID: 295 223 317 464 9 Passcode: ji64nF7i

Dial in by phone +1 564-999-2000,,341812235# United States, Olympia

(833) 322-1218,,341812235# United States (Toll-free) Find a local number Phone conference ID: 341 812 235#

4. Questions and Answers Bidders may send written questions concerning this Solicitation to the Coordinator by the date and time set forth on the Solicitation Schedule in Section C.1. for submission of Questions. Questions should be sent via email and should include the number and title of this Solicitation in the subject line.

DSHS may consolidate Bidder questions and shall respond by posting one or more Amendments on WEBS and on the DSHS Procurement website on or around the date specified in the Solicitation Schedule. Only Bidders who have properly registered and downloaded the original Solicitation directly via the WEBS system: https://pr-webs-vendor.des.wa.gov/ will receive notification of Amendments and other correspondence pertaining to this Solicitation.

Request for Change in Solicitation Requirements If Bidder believes that this Solicitation contains requirements which would unreasonably prohibit or restrict Bidder’s participation, or believes that different requirements would provide better value to the State, Bidder shall submit a written explanation of the issue together with proposed alternative requirements to the Coordinator no later than the deadline for Bidder Questions as stated in the Solicitation Schedule outlined in Section C.1. The Coordinator shall not be required to consider requests for changes after this date. If any changes are made to the Solicitation requirements, an Amendment setting forth those changes will be posted on WEBS.

Complaints In the event a Bidder believes that this Solicitation either: (a) unnecessarily restricts competition; (b) contains an unfair or flawed evaluation or scoring process; or (c) contains inadequate or insufficient information to permit preparation of a Response, the Bidder shall submit a written complaint to the Coordinator. The Coordinator will forward the complaint to the DSHS Chief of Central Contracts and Legal Services for review. The complaint shall include a proposed remedy and shall be submitted no later than five (5) business days prior to the date when Responses are due. DSHS shall post its Response to the Complaint on WEBS and on the DSHS procurement web page.

Should a Bidder’s complaint identify a change that would be in the best interest of DSHS to make, DSHS may issue an Amendment modifying this Solicitation. The DSHS decision regarding a complaint is final and no further administrative appeal is available. If no complaint is filed, a Bidder cannot later file a protest based on any of the above complaint criteria.

Minority & Women’s Business Enterprises (MWBE) and Veteran-Owned Business Enterprises In accordance with the legislative findings and policies set forth in RCW 39.19, 43.60A.200, 39.26.240 and 39.26.245, the State of Washington encourages participation by Veteran-owned, Minority-Owned, and Women-Owned businesses either self-identified or certified by, respectively, the Department of Veterans Affairs or the Office of Minority and Women’s Business Enterprises (OMWBE). While the State does not give gender or race-based preferential treatment, it does seek equitable representation from Washington Small Businesses as well as the veteran, minority, and women-owned business communities.

According to Chapter 39.26.010 RCW, to qualify as a Washington Small Business, Bidder must meet three (3) requirements:

Location: Bidder’s principal office/place of business must be located in and identified as being in the State of Washington. A principal office or principal place of business is a firm’s headquarters where business decisions are made and the location for the firm’s books and records as well as the firm’s senior management personnel.

Size: Bidder must be owned and operated independently from all other businesses and have either: (a) fifty (50) or fewer employees or (b) gross revenue or less than seven million dollars ($7,000,000) annually as reported on Bidder’s federal income tax return or its return filed with the Washington State Department of Revenue over the previous three consecutive years.

WEBS Certification: Bidder must have certified its Washington Small Business status in Washington’s Electronic Business Solution (WEBS).

According to Chapter 43.60A.190 RCW, to qualify as a Certified Washington Veteran-Owned Business, Bidder must meet four (4) requirements:

a. 51% Ownership. Bidder must be at least fifty-one percent (51%) owned and controlled by:

A veteran is defined as every person who at the time he or she seeks certification has received a discharge with an honorable characterization or received a discharge for medical reasons with an honorable record, where applicable, and who has served in at least one of the capacities listed in RCW 41.04.007;

A person who is in receipt of disability compensation or pension from the Department of Veteran’s Affairs; or

An active or reserve member in any branch of the armed forces of the United States, including the national guard, coast guard, and armed forces reserves.

b. Washington Incorporation/Location. Bidder must be either an entity that is incorporated in the State of Washington as a Washington domestic corporation or, if not incorporated, an entity whose principal place of business is located within the State of Washington.

c. WEBS Certification. Bidder must have certified its Veteran-Owned Business status in Washington’s Electronic Business Solution (WEBS).

d. WDVA Certification. Bidder must have certification documentation to the Washington Department of Veteran’s Affairs (WDVA) and be certified by WSVA and listed as such on WDVA’s website (WDVA – Veteran-Owned Businesses).

DSHS encourages Washington Small, Veteran-owned, and MWBE Bidder participation both directly in Response to this Solicitation and as subcontractors to a Prime Bidder.

Bidders may contact the Office of Minority and Women’s Business Enterprises (OMWBE) at http://omwbe.wa.gov/ and/or the Department of Veterans Affairs at http://www.dva.wa.gov/program/veteran-owned-business-certification in order to obtain information on certified firms for potential subcontracting arrangements or for information on how to become certified. Nothing in this section is intended to prevent or discourage participation from non-MWBE firms or non-Veteran-owned businesses.

Auxiliary Aids and Limited English Proficient (LEP) Services:

DSHS will provide access to this Solicitation document to individuals with disabilities and Limited English Proficient individuals. Please contact the Coordinator to request auxiliary aids and services.

If an individual believes that the Department has discriminated against them based on a protected status, please contact the DSHS Investigations Unit for the Nondiscrimination Policy Brochure and complaint process. The brochure can be found at https://www.dshs.wa.gov/sites/default/files/publications/documents/Non-discrim%2022-171.pdf Cost to Prepare Response DSHS will not be liable for any costs incurred by the Bidder in preparing, conducting a site assessment, or submitting a Response to this Solicitation.

Acceptance of Solicitation Terms In submitting a Response, Bidder must include a signed Bid Submission Letter in the form set forth on Attachment B, as well as signed Bidder Certifications in the form set forth on Attachment C. Bidder must acknowledge that in submitting a Response, it accepts all terms of this Solicitation Document, including all of its Attachments, and that Bidder’s Response constitutes a binding offer. Bidders may not alter or redline the solicitation terms or requirements in their Response. Submitting altered or redlined solicitation terms or requirements in the Bidder Response may result in bidder disqualification. Bidders may request that DSHS consider exceptions and/or revisions to the sample contract language found in Attachment A as part of their response in the Bidder Response form. DSHS shall be under no obligation to agree to any requested changes and will not consider changes to contract language or negotiate any new language not identified in response to this question.

Joint Proposals If Bidders submit a joint Response with one or more other persons or entities, these persons or entities must designate a prime Bidder. The prime Bidder will be DSHS’s sole point of contact through the Procurement process. If selected as the Apparent Successful Bidder, the prime Bidder shall sign the Contract and any amendments and will be liable and responsible to DSHS for all performance under the Contract.

Withdrawal of Responses After a Response has been submitted, Bidders may withdraw their Response at any time up to the Response due date and time as specified in Section C.1, Solicitation Schedule. A written request to withdraw the Response must be submitted to the Coordinator. After withdrawing a Response, the Bidder may submit another Response at any time up to the Response submission date and time.

Ownership of Responses All materials submitted in response to this Solicitation become the property of DSHS, unless received after the deadline in which case the Response shall be returned to the sender. DSHS shall have the right to use any of the ideas presented as part of the process in any manner as it deems appropriate or beneficial, regardless of whether it is contained in a Response that results in selection for a Contract.

DSHS Award Options; Improvement of Bid Offers After Responses are received and written evaluations are completed, DSHS may (but shall not be required to) request best and final offers from one or more Responsible and Responsive Bidders. The written Responses of Bidders invited to provide a best and final offer may be re-evaluated and the point values may be adjusted based upon changes to pricing or proposed services, deliverables or methodologies that are included in a best and final offer, prior to DSHS’ determination of the Apparent Successful Bidder.

Alternatively, after reviewing all Responses, DSHS may enter into negotiations with the highest ranked Responsive and Responsible Bidder in order to determine if the Bid may be improved before identification of the Apparent Successful Bidder.

DSHS shall not be required to request best and final offers or to enter into negotiations and reserves the right to make a Contract award without further discussion of the Response. Therefore the Response should be submitted on the most favorable terms that Bidder intends to offer.

Oral Interviews or Presentations After bids are received and written evaluations are completed, DSHS may request that one or more Responsible and Responsive bidders participate in an oral interview and/or presentation or demonstration. If this option is elected, additional points shall be awarded as set forth in Section E.3, Evaluation Criteria and Scoring of Responses.

Announcement of Successful Bidder(s) DSHS shall announce the Apparent Successful Bidder(s) on WEBS on the date indicated in Section C.1., Solicitation Schedule. All announcements of Apparent Successful Bidders are subject to the negotiation of a Contract satisfactory to DSHS.

Bidders may request a debriefing conference with the Coordinator to discuss information regarding the review and/or evaluation of their bid and may, under certain circumstances, file a formal protest requesting that DSHS provide an identified remedy if Bidder believes certain types of errors occurred. A more detailed description of these processes is set forth in Section F, Debriefing and Protest Procedure.

Ethics, Policies and Law This Solicitation, the evaluation of Responses, and any resulting contract will be made in conformance with applicable Washington State laws and Policies.

Specific restrictions apply to contracting with current or former state employees pursuant to RCW 42.52. Bidders should familiarize themselves with the requirements prior to submitting a Response. Bidders must include, in their Letter of Submittal, information regarding any current or former state employees who are employed by, or subcontracted with, Bidder.

SECTION D

INSTRUCTIONS REGARDING CONTENT, FORMAT AND SUBMISSION OF WRITTEN RESPONSES

Bidders shall submit their Responses utilizing the forms set forth on Attachments B, C, D, and E to this Competitive Solicitation. Each Attachment represents a separate section of the Response. You may submit your responses in pdf format BUT DO NOT combine the files into one pdf document. The files must be submitted individually. However, we would prefer your responses be submitted to us in the same format as they are presented to you rather than as pdf files. Failure to complete and submit all required Attachments, and to sign them, if applicable, may result in Bidder disqualification. Responses should be typed in 12-point font and should be submitted in the following order with each section of the Response, and any attachments to which you refer in your Response, clearly labeled.

1. Attachment B: Bid Submission Letter (Required, not scored) All Bidders must submit a completed bid submission letter in the form and with the minimum contents set forth on Attachment B, which must include all of the required acknowledgments and information. The Bid Submission Letter must be signed by an individual authorized to bind the Bidder contractually. Bidder’s completed and signed Attachments B, C, and E, together with any documents that are required to be attached, and Bidder’s answers to administrative questions set forth on Attachment D, Bidder Response Form, comprise the Administrative component of the Response.

Attachment C: Bidder Certifications and Assurances (Required, not scored) All Bidders must submit the Bidder certifications and assurances form set forth on Attachment C, signed by an individual authorized to bind the Bidder contractually. Bidders may not alter or redline the Bidder Certifications and Assurances form in their Response. Submitting altered or redlined solicitation terms or requirements in the Bidder Response may result in Bidder disqualification.

Attachment D: Bidder Response Form (Required, Portions Scored) Using Attachment D, Bidders must provide answers to the questions set forth on the Bidder Response Form to demonstrate satisfaction of administrative requirements and, as applicable to this Solicitation, their qualifications, approach and proposed pricing to provide the services as outlined in this Competitive Solicitation, including the Sample Contract set forth on Attachment A. The number of points allocated to each answer is indicated next to the question.

The Bidder Response Form is posted separately from this Solicitation document in Microsoft Word format. Except for limits that are noted on the Bidder Response Form, Bidders may utilize as much space as is reasonably required to respond to each question, provided all questions are repeated and remain numbered and ordered as set forth in Attachment D. If additional pages are needed, they should be attached to the page containing the initial portion of the Response to a question and should be marked clearly to indicate that they provide a continuation of Bidder’s answer to a specific numbered question. Bidders should not submit product brochures, white papers, customer testimonials, cut sheets, or other pre-prepared materials in Response to any of the questions unless specifically requested.

Bidders must submit complete, well-organized explanatory answers that address all of the specific questions asked in the Bidder Response Form. Bidders should not assume that evaluators will be familiar with their businesses before conducting the evaluation.

Use of Attachment D assures that Bidder responds to specific questions in provided spaces immediately below those questions and helps to avoid confusion among evaluators about the question that is being responded to. In awarding points, evaluators shall not be obligated to search through the Bidder’s answers to questions other than the one being reviewed in order to locate text that is responsive to the question. Failure to use the form set forth on Attachment D (with the applicable questions set forth immediately above Bidder’s answers), failure to respond to all questions and/or failure to submit any documents requested in the Bidder Response Form may result in Bidder disqualification. DO NOT REFER TO DOCUMENTS THAT ARE AVAILABLE ON THE WEB WITHOUT ATTACHING COPIES OF THOSE DOCUMENTS. IN NO EVENT WILL ANY INFORMATION BE CONSIDERED IF IT REQUIRES THE EVALUATORS OR REVIEWER, AS INDIVIDUALS, TO AGREE TO ADDITIONAL CONFIDENTIALITY TERMS. SUCH DOCUMENTS WILL NOT BE REVIEWED AND WILL NOT BE CONSIDERED WHEN AWARDING A SCORE. ALL EVALUATORS MUST AGREE TO KEEP BIDS CONFIDENTIAL UNTIL AN APPARENTLY SUCCESSFUL BIDDER IS NAMED. TO THE EXTENT ALLOWED BY LAW, SUBMITTED MATERIALS DESIGNATED AS CONFIDENTIAL BY A BIDDER IN COMPLIANCE WITH THE REQUIREMENTS STATED IN ATTACHMENT D WILL BE KEPT CONFIDENTIAL AFTER THE AWARDEE IS ANNOUNCED.

Please Note: If Bidder is awarded a Contract, DSHS the RFP documents and Bidder’s submittals will be incorporated into the Contract by reference Pages and excerpts that you assert is confidential must be clearly marked as proprietary.

1. Attachment E: Contractor Inclusion Plan (Required, not scored) All Bidders must submit the Contractor Inclusion Plan form set forth on Attachment E, signed by an individual authorized to bind the Bidder contractually. DSHS requires that Bidder submit this inclusion plan template as part of their proposal. Once submitted, the Inclusion Plan template becomes part of the Contract if awarded to the Bidder.

The Bidder shall also include an anticipated list of Washington Small, Minority, Women, and Veteran-owned subcontractors or vendors who may provide services on the project. Responses should reflect the Bidder's sincere efforts to include diverse, Washington Small, and Veteran businesses. Businesses listed in the plan must be certified by OMWBE or DVA, or registered in WEBS as Washington Small businesses. If a company is not certified or registered but may be eligible for certification, the Bidder should encourage the company to become certified.

Inclusion goals are aspirational. No preference is given for inclusion plans or goals in the evaluation of bids. While no minimum level of OMWBE certified, Veteran-owned, or Washington Small Business participation will be required as a condition for receiving an award, the plan must include the actions the Contractor will take to increase subcontracting opportunities for those business types.

Proprietary Information/Public Disclosure Materials submitted in response to this Solicitation shall be deemed public records as defined by RCW 42.56. All Responses and accompanying documentation shall become the property of DSHS upon receipt and will not be returned.

The Bidder’s Response must include, in Attachment D, a statement identifying the pages of its Response, if any, which contain information the Bidder considers proprietary (for the purposes of public disclosure). Each page claimed to be proprietary must be clearly marked by stating the word “Proprietary” on the lower right-hand corner. Bidders must be reasonable in designating information as proprietary or confidential. Bidders may not mark their entire Response proprietary. Doing so will not be honored and will disqualify your Response from further consideration.

If DSHS receives a request to view or copy a Bidder’s Response, DSHS will respond according to applicable law and DSHS’s policy governing public disclosure. DSHS will not disclose any information marked “Proprietary” in a Response without giving the Bidder ten (10) days’ notice to seek relief in superior court per RCW 42.56.540.

DSHS is required to publicly post the awarded Bidder(s)’s bid(s) and bid evaluation documents, upon completion of the Solicitation. DSHS shall redact these materials for information identified as proprietary and post them on the DSHS website subsequent to the award of a contract.

Bidders may not include any DSHS client information in their Responses. Doing so will result in disqualification of the Response from further consideration. If you wish to include examples of any forms or processes, use a blank form or ensure that all client information is completely redacted.

Submission of Responses Bid Responses must be stored in an acceptable electronic format and, if applicable, hard copy format, as set forth in Section 7, below. Bid Responses must be emailed directly to the Coordinator at the email address provided on the cover sheet of this Solicitation Document. Bid Responses must be received by the Coordinator in their entirety on or before the due date and time set forth in Section C.1., Solicitation Schedule, unless a posted Amendment to this Competitive Solicitation changes this due date and time. Bidder’s completed version of each of the Attachments B, C, D, and E, to this Competitive Solicitation shall be included as a separate attachment to the Bidder’s email(s).

Bidders assume all risks for the timely submission of the Response. Bidders are responsible for allowing sufficient time to ensure timely electronic receipt of their Response by the Coordinator and, in Solicitation that also requires that hard copies of the Response be submitted, to ensure timely receipt via other delivery methods. DSHS does not assume responsibility for problems with the Bidder’s email, network or problems with the mail, parking, traffic or the services of any third-party courier. However, if DSHS email is not working properly, appropriate allowances will be made.

DSHS will not accept late Responses, nor grant time extensions for individual Bidders. DSHS will disqualify any Response and withdraw it from consideration if it is received after the Response submission due date and time.

Acceptable Electronic Formats for Submission of Responses Attachment D, Bidder Response Form, should be submitted in Microsoft Word format. Other Response documents must be formatted in Portable Document Format (Adobe Acrobat PDF) or Microsoft Word, Excel, or PowerPoint. Spreadsheet documents must be submitted in Microsoft Excel and in a live, unprotected file that includes all formulas, macros, and computations that are relied on or used to calculate any rates or values presented therein. When scanning documents to be submitted in PDF format, scanner resolution should be set to at least 200 dots per inch.

NOTE: DSHS cannot receive emails that are larger than 30MB. To keep file sizes to a minimum, Bidders are cautioned not to use unnecessary graphics in their Responses. If your Response approaches or exceeds 30MB, you must break it up and send it by more than one email so that no single email exceeds 30MB.

Alternative Submission Methods Bidders wishing to request an alternative method for submitting their Response must contact the Coordinator at least ten (10) days before the Response Submission Date. No alternative submission method will be accepted unless agreed to by the Coordinator in writing prior to the Response deadline.

SECTION E

EVALUATION OF RESPONSES

1. Bid Responsiveness; Administrative Review All Responses will be reviewed by the Coordinator to determine compliance with administrative and minimum qualification requirements and instructions specified in this Solicitation. DSHS may reject a Response as nonresponsive at any time for any of the following reasons:

· Incomplete Response

· Submission of a Response that proposes services that deviate from the scope and technical requirements set forth in this document and Attachment A, Sample Contract, except as permitted in an Amendment to this Solicitation

· Failure to meet the minimum Bidder qualifications or to comply with any requirement set forth in this Solicitation Document, including Attachments

· Submission of incorrect, misleading, or false information

· History of prior unsatisfactory contractual performance

The Coordinator may contact any Bidder for clarification of the Response. If a Response is deemed non-responsive, it shall be removed from further consideration. DSHS shall notify non-responsive Bidder(s) of this determination and the supporting reasons. Bidders whose Responses are found to be non-responsive shall be disqualified from further evaluation and shall be notified in writing.

If a Response meets all administrative and Bidder qualification requirements and submittal instructions, DSHS shall continue with the Written Evaluation and, if applicable, the Oral Evaluation.

Errors in Bidder Response Bidders are responsible for all errors or omissions contained in their Responses. Bidders will not be allowed to alter Response documents after the deadline for Response submissions.

DSHS reserves the right to contact any Bidder for clarification of Response contents. In those cases where it is unclear to what extent a requirement has been addressed, the evaluation panel may, in their discretion and acting through the Coordinator, contact a Bidder to clarify specific matters in the submitted Response.

DSHS reserves the right to waive minor administrative irregularities contained in any Bidder Response.

Evaluation Criteria and Scoring of Responses Following the administrative review, Responses shall be evaluated and points shall be awarded for the management, technical and cost proposal components of the Response, as applicable, based upon Bidder’s responses to the questions set forth on Attachment D, Bidder Response Form. Additional evaluation points may be awarded for specific criteria not included on Attachment D, Bidder Response Form only if set forth in this Section.

Implementation of an Enterprise Cloud Fax solution is a mission-critical project Bidders should note that RCW 39.26.160 allows DSHS to consider many factors when determining whether a Bidder should be deemed to be a “responsible” Bidder, including information as may be secured having a bearing on the decision to award the contract. DSHS may review publicly available information that is not provided by Bidders in Attachment D, as well as information it can obtain from other Washington state agencies regarding previous contracts with the Bidder, to determine whether a Bidder can be deemed to be a Responsible Bidder.