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CITY OF PHOENIX REQUEST FOR QUALIFICATION (RFQ) NO. ITS 17-505 INFORMATION TECHNOLOGY RESEARCH AND ADVISORY SERVICES (IT-RAS)

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CITY OF PHOENIX

Information Technology Services

REQUEST FOR QUALIFICATIONS (RFQ)

RFQ No. ITS 17-505 Information Technology Research and Advisory Services (IT-RAS)

2017-2019 Qualified Vendor List

DEADLINE FOR RECEIVING STATEMENT OF QUALIFICATIONS (SOQ) Responses must be received not later than

September 18, 2017 at 7:00 A.M., local Phoenix Time

PROPOSAL SUBMITTAL via email to [email protected]

CONTRACT REPRESENTATIVE Gloria Elliott, Contracts Specialist II

[email protected]

TABLE OF CONTENTS CITY OF PHOENIX

INFORMATION TECHNOLOGY SERVICES

251 W Washington St., 6th floor Phoenix, Arizona 85003


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I. INTRODUCTION-BACKGROUND 1. RFQ Response Submittal ..................................................................................................................... 4 2. Statement of Need ................................................................................................................................ 4 3. Content of Response ............................................................................................................................ 4 4. Evaluation and Selection....................................................................................................................... 6 5. Agreement ............................................................................................................................................ 7 6. General Information .............................................................................................................................. 7

II. GENERAL SOLICITATION INSTRUCTIONS

1. City’s Vendor Self Registration and Notification ................................................................................... 8 2. Schedule of Events ............................................................................................................................... 8 3. Obtaining a Copy of the Solicitation and Addenda ............................................................................... 8 4. Preparation of Offer ............................................................................................................................... 8 5. Exceptions ............................................................................................................................................ 9 6. Inquiries ............................................................................................................................................ 9 7. Addenda .......................................................................................................................................... 10 8. Licenses .......................................................................................................................................... 10 9. Certification ......................................................................................................................................... 10 10. Submission of Offer ............................................................................................................................. 10 11. Withdrawal of Offer ............................................................................................................................. 10 12. Offer Results ....................................................................................................................................... 10 13. Award of Contract ............................................................................................................................... 11 14. City’s Right to Disqualify for Conflict of Interest .................................................................................. 11 15. Solicitation Transparency Policy ......................................................................................................... 12 16. Protest Process ................................................................................................................................... 13 17. Public Record ...................................................................................................................................... 13 18. Late Offers .......................................................................................................................................... 13 19. Right to Disqualify ............................................................................................................................... 13 20. Contract Award ................................................................................................................................... 14 21. Determining Responsiveness and Responsibility ............................................................................... 14

III. SCOPE

1. Required Services ............................................................................................................................... 15 2. Minimum Qualifications ....................................................................................................................... 17 3. Requirements, Onsite Consulting Services ........................................................................................ 17 4. Procedures for Obtaining Services ..................................................................................................... 18 5. Dedicated Project Management and City Service .............................................................................. 21 6. City Responsibilities ............................................................................................................................ 22 7. Miscellaneous ..................................................................................................................................... 22

IV. ATTACHMENTS AND EXHIBITS

Exhibit A: Attestation to Financial Condition ............................................................................................... 24 Attestation to Financial Condition .................................................................. (separate download) Exhibit B: Solicitation Conflict and Transparency Disclosure Form ............................................................ 25 Solicitation Conflict and Transparency Disclosure Form ............................... (separate download) Exhibit C: Statement of Minimum Qualifications ......................................................................................... 27 Statement of Minimum Qualifications ............................................................ (separate download) Exhibit D: Sample Professional Services Agreement ................................................... (separate download)

SECTION I – INSTRUCTIONS, BACKGROUND CITY OF PHOENIX




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The City of Phoenix (“City”) Information Technology Services (ITS) is inviting qualified Offerors to submit a written Statement of Qualification (SoQ) response for information technology professional services. BACKGROUND The City of Phoenix (“City”) Information Technology Services (ITS) is seeking qualified Information Technology (IT) consultants to provide research and advisory services citywide on an as-needed basis from September 21, 2017 through September 20, 2022. The five-year Qualified Vendor List that will result from this RFQ (hereinafter referred to as the "IT-RAS QVL") will be used to engage independent IT consulting services on an as-needed basis, without further solicitations, in accordance with the provisions, specifications, and instructions provided in this document. City reserves the right to engage a vendor outside of the IT-RAS QVL on any IT project where, in City's judgment, competitive bids through an independent solicitation process may be more appropriate. When City determines to utilize a vendor from the IT-RAS QVL, the department/function requiring IT professional services will contact firms on the IT-RAS QVL whose service offerings closely match services needed. Those firms will be asked to provide specific qualifications and price quotes for the project at hand in order for an appropriate decision to be made by City prior to final recommendations and contract award being made. Qualifications and specific skills will be equally considered, along with cost, in determining the most responsive firm in meeting the needs for a contract award. The types of IT-RAS Professional Services that may be contracted for by City are provided in SECTION VI: SCOPE of this RFQ. The placing of firms on the IT-RAS QVL will be based on an evaluation conducted by an Evaluation Panel to determine overall qualifications. A list of firms recommended for the IT-RAS QVL will be submitted to the Chief Information Officer for consideration and approval. The effective period of the IT-RAS QVL is anticipated to extend for five years from about October 23, 2017through October 22, 2022, subject to the timing of any necessary City Council approval. This IT-RAS QVL may be extended, revised, or discontinued when deemed to be in the best interest of the City to do so. This solicitation is available through Arizona Relay Service 7-1-1. Please call TTY 800-367-8939 for assistance. Notwithstanding the foregoing, this Agreement will terminate upon the earliest occurrence of reaching the end of the aforementioned term including any extensions exercised, or termination pursuant to the provisions of this Agreement.





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1. RFQ RESPONSE SUBMITTAL Submittals shall be received no later than September 18, 2017, 7:00 A.M., emailed to [email protected].

2. STATEMENT OF NEED The City desires to engage qualified Offerors to provide independent information technology professional consulting services in accordance with the provisions, specifications, and instructions provided in the Request for Qualifications (RFQ) document.

3. CONTENT OF RESPONSE Responses to this RFQ should be prepared simply and economically, providing a straightforward description of qualifications. Emphasis should be on clarity of content. Respondents must not include brochures or business publications in the body of their Response to this RFQ. Company brochures or business publications may be provided separately, but will only be retained for possible future use, and will not be included in or used for the evaluation process. Respondents must submit their Responses in accordance with the outline specified below, and in the sequence specified below. Any section of the required portions of the Response that is missing will be considered grounds for disqualification.

3.1. LETTER OF TRANSMITTAL

Lack of a Letter of Transmittal, as specified in this section, will be considered grounds for disqualification. The Letter of Transmittal must be the first page(s) of the Response and include the following: 3.1.1. General description of Respondent’s business to include types of services

provided and explanation of how they specifically relate to the types of services listed in SECTION VI: SCOPE.

3.1.2. Date company was established, ownership, location of incorporation; 3.1.3. Office location responsible for performance of this contract; 3.1.4. Responses to Minimum Qualifications (see EXHIBIT C) 3.1.5. Respondent’s organizational chart relevant to this RFQ, including contact

information for the individual who is responsible for any clarifications or discussions regarding the submitted response;

3.1.6. A Statement of whether, in the last ten (10) years, the Respondent has filed (or had filed against it) any bankruptcy or insolvency proceeding, whether voluntary or involuntary, or undergone the appointment of a receiver, trustee, or assignee for the benefit of creditors, and if so, an explanation providing relevant details;

3.1.7. A Statement of whether there are any pending Securities Exchange Commission investigations involving the Respondent’s, and if such are pending or in progress, an explanation providing relevant details and an





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attached opinion of counsel as to whether the pending investigation(s) may impair the Respondent’s performance in a Contract under this RFQ;

3.1.8. A Statement documenting all open or pending litigation initiated by the Respondent or where the Respondent is a defendant or party in a litigation that may have a material impact on Respondent’s ability to deliver the contracted services;

3.1.9. A Statement documenting all open or pending litigation initiated by the Respondent or where the Respondent is a defendant or party in a litigation with a public sector client;

3.1.10. Full disclosure of any public sector contracts terminated for cause or convenience in the past five (5) years;

3.1.11. Signature by a person with full authority to enter into any future binding agreement on behalf of the Respondent as a result of being placed on the IT-RAS QVL.

3.2. RESPONDENT STATEMENT OF MINIMUM QUALIFICATIONS

Respondents must submit a statement indicating how the company meets the minimum qualifications contained in SECTION VI: SCOPE The format must follow the sample form provided in EXHIBIT C Statement of Minimum Qualifications.

3.3. METHOD OF APPROACH Respondent shall provide a narrative response to each question that demonstrates their understanding of the Scope of Work and describes the company’s overall method of approach for providing the services stated in this solicitation. Within the Respondent’s response, the narrative shall include: 3.3.1. Provide a summary which details your company’s understanding of the

City’s intent and objectives and how your company will achieve those objectives point by point in relation to onsite advisory service. Identify how a project team will be developed for an onsite project. Describe the methodology used to ensure that the assigned personnel team would work together to ensure a comprehensive and timely approach in meeting the Customer’s needs.

3.3.2. Describe at least two (2) circumstances in which your company has recommended leading edge or innovative solutions for a public client.

3.3.3. Provide samples of previous client assignments your company has successfully completed that replicates the services requested in this RFQ. At a minimum the Respondent must provide two (2) complete samples.

3.4. REPRESENTATIVE RÉSUMÉS

For each service category that could require the Respondent to provide personnel, Respondents must submit a résumé that represents an example of the type of person Respondent could provide. This résumé is for evaluation





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purposes, and should indicate the skills that the Respondent can provide for the category. Such representative résumés will not be construed as commitments to provide a specific person for a specific service. A person's job title may be substituted for a person's name.

3.5. REPRESENTATIVE COSTS Respondents must include representative costs and/or a range of costs for the types of personnel that may provide services. These costs must be provided in the letter of transmittal. Costs will be considered, along with experience and technology skills, for determining which Respondents to contact for further discussion and possible contract consideration. Failure to provide costs will be grounds for disqualification.

3.6. REFERENCES The Respondent must supply a minimum of three (3) prior customer references representative of the work the company does. References must include a contact name and telephone number or email address at the reference's place of business. References should be provided on a separate page headed "References", along with the company name of the Respondent. Failure to provide references will be grounds for disqualification.

3.7. ATTESTATION TO FINANCIAL CONDITION Respondents are required to execute and submit, as part of the Response, EXHIBIT A, "Attestation to Financial Condition". Failure to include a signed Attestation to Financial Condition will be grounds for disqualification.

3.8. SOLICITATION CONFLICT AND TRANSPARENCY DISCLOSURE FORM Respondents are required to execute and submit, as part of the Response, EXHIBIT B, "Solicitation Conflict and Transparency Disclosure Form". Failure to include a signed Solicitation Conflict and Transparency Disclosure Form will be grounds for disqualification.

4. EVALUATION AND SELECTION 4.1. RFQ responses should be concise, well-organized, clear, and limited to no more

than 50 pages including resumes. The review process places considerable emphasis on the responsiveness to the requirements outlined above. RFQ responses that are not written specifically in response to this request cannot receive serious consideration.

4.2. All RFQ responses will be evaluated on the basis of the information provided by proposers therein. All firms that provide an RFQ response will be notified when a selection is made.

4.3. The firms under consideration for this RFQ, will be evaluated by an evaluation





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committee. The City reserves the right to request supplemental information that the Evaluation Committee deems necessary to make a selection. The committee may be supplemented by outside professionals or professionals from other City departments who can provide additional expertise.

4.4. Awards shall be made to the responsible Respondent(s) whose proposal is

determined in writing to be advantageous to the City based upon the evaluation criteria listed below. The evaluation factors are listed in their relative order of importance. 4.4.1. Capacity of Respondent, Experience 4.4.2. Methodology 4.4.3. Cost

5. AGREEMENT 5.1. The City shall draft all final contracts and documents that result from this RFQ.

Submission of a Response does not commit the City to enter into a Contract or Agreement.

5.2. Any resulting contract for IT-RAS services provided by vendors who make the IT-RAS QVL will contain the terms set forth in Exhibit D. However, This RFQ does not commit the City to enter into any contract, to pay any costs incurred in the preparation of a submittal to this request or in subsequent negotiations, or to actually engage and/or procure any services from any vendor on the IT-RAS QVL.

6. GENERAL INFORMATION

If you have any questions concerning this RFQ, please contact the Procurement Officer listed on the front page at [email protected].

SECTION II GENERAL SOLICITATION INSTUCTIONS

CITY OF PHOENIX INFORMATION TECHNOLOGY

SERVICES 251 W Washington St., 6th floor

Phoenix, Arizona 85003


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1. CITY’S VENDOR SELF-REGISTRATION AND NOTIFICATION Vendors must be registered in the City’s procurePHX Self-Registration System at https://www.phoenix.gov/financesite/Pages/EProc-help.aspx in order to receive solicitation notices, respond to solicitations and access procurement information. The City may, at its sole discretion, reject any offer from an Offeror who has not registered in the City’s eProcurement system.

2. SCHEDULE OF EVENTS

ACTIVITY DATE (All times are local Phoenix time)

Questions September 5, 2017, 7:00 A.M. local Phoenix Time Offer Due Date September 18, 2017, 7:00 A.M. local Phoenix Time Offer Submittal Location [email protected]

The City reserves the right to change dates and/or locations as necessary, and the City does not always hold a Pre-Offer Conference or Site visit.

3. OBTAINING A COPY OF THE SOLICITATION AND ADDENDA Interested Offerors may download the complete solicitation and addenda from https://www.phoenix.gov/solicitations. Internet access is available at all public libraries. Any interested offerors without internet access may obtain this solicitation by calling the Procurement Officer or picking up a copy during regular business hours at the City of Phoenix Information Technology Services, 251 West Washington Street, 6th floor, Phoenix, AZ. It is the Offeror’s responsibility to check the website and verify all required information is submitted with their offer.

4. PREPARATION OF OFFER 4.1. All forms provided in Submittal Section must be completed and submitted with

the offer. The signed and completed Solicitation Disclosure form must be included or your offer may be deemed non-responsive.

4.2. It is permissible to copy Submittal forms if necessary. Erasures, interlineations, or other modifications of the offer must be initialed in original ink by the authorized person signing the offer. No offer will be altered, amended or withdrawn after the specified offer due date and time. The City is not responsible for Offeror’s errors or omissions.

4.3. All time periods stated as a number of days will be calendar days.

4.4. It is the responsibility of all Offerors to examine the entire solicitation and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting an offer. Negligence in preparing an offer confers no right of withdrawal after due date and time. Offerors are strongly encouraged to: 4.4.1. Consider applicable laws and/or economic conditions that may affect cost,

progress, performance, or furnishing of the products or services.

https://www.phoenix.gov/financesite/Pages/EProc-help.aspx

https://www.phoenix.gov/solicitations






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4.4.2. Study and carefully correlate Offeror’s knowledge and observations with the solicitation and other related data.

4.4.3. Promptly notify the City of all conflicts, errors, ambiguities, or discrepancies that Offeror has discovered in or between the solicitation and other related documents.

4.4.4. Prepare submittals simply and economically, providing adequate information in a straightforward and concise manner. The Offeror is responsible for all costs incurred in responding to this solicitation. The City does not reimburse the cost of developing, presenting or providing any response to this solicitation. All materials and documents submitted in response to this solicitation become the property of the City and will not be returned.

4.4.5. Offerors be cognizant that the specifications stated in the solicitation are the minimum level required and that offers submitted must be for products or services that meet or exceed the minimum level of all features specifically listed in this solicitation. Offers offering less than any minimum specifications or criteria specified are not responsive and should not be submitted.

5. EXCEPTIONS If any Offeror is unwilling to comply with all of the terms and conditions set forth in this RFQ, including the sample contract terms set forth win Exhibit D, the Offeror must submit in writing a request for such exceptions by the deadline for questions set forth above in the Schedule of Events. The City in its sole discretion may accept or reject such exceptions; provided, however, that the City prior to the Offer Due Date will publish an addendum to this RFQ confirming its acceptance of any exceptions and modifying the excepted-to RFQ terms accordingly. If the Offeror’s offer includes any exceptions not accepted by the City as set forth in the preceding sentence, the City will reject such offer as nonresponsive.

6. INQUIRIES All questions that arise relating to this solicitation should be directed via email to [email protected] and must be received by the due date indicated in the Schedule of Events (September 5, 2017 at 7:00 A.M. local Phoenix Time). The City will not consider questions received after the deadline. No informal contact initiated by Offerors on the proposed service will be allowed with members of City’s staff from date of distribution of this solicitation until after the closing date and time for the submission of offers. All questions concerning or issues related to this solicitation must be presented in writing. The Procurement Officer will answer written inquiries in an addendum and publish any addendums to https://www.phoenix.gov/solicitations.

7. ADDENDA The City of Phoenix will not be responsible for any oral instructions made by any employees or officers of the City of Phoenix in regard to the offering instructions, plans, drawings, specifications, or contract documents. Any changes to the plans, drawings






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and specifications will be in the form of an addendum. The Offeror must acknowledge receipt of any/all addenda by signing and returning the document with the offer submittal.

8. LICENSES Offeror must possess all applicable certifications and/or licenses required by federal, state or local laws.

9. CERTIFICATION By signature in the offer section of the Offer and Acceptance page, Offeror certifies: 9.1. The submission of the offer did not involve collusion or other anti-competitive

practices.

9.2. The Offeror must not discriminate against any employee, or applicant for employment in violation of Federal or State Law.

9.3. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted offer.

10. SUBMISSION OF OFFER

Offers must be in possession of the Department on or prior to the exact time and date indicated in the Schedule of Events. Late offers will not be considered. The prevailing clock will be the City Department’s clock.

Offer Due Date September 18, 2017, 7:00 A.M. local Phoenix Time Offer Submittal Location [email protected]

11. WITHDRAWAL OF OFFER

At any time prior to the solicitation due date and time, an Offeror (or designated representative) may withdraw the offer by submitting a request in writing and signed by a duly authorized representative.

12. OFFER RESULTS Offers will be opened on the offer due date, time and location indicated in the Schedule of Events at which time the name of each Offeror will be read. Offers and other information received in response to the solicitation will be shown only to authorized City personnel having a legitimate interest in them or persons assisting the City in the evaluation. Offers are not available for public inspection until after the City has posted the award recommendation on the City’s website. The City will post a preliminary offer tabulation on the City’s website, https://www.phoenix.gov/solicitations within five calendar days of the offer opening. The City will post the information on the preliminary tabulation as it was read during the offer opening. The City makes no guarantee as to the accuracy of any information on the preliminary tabulation. Once the City has evaluated the offers, the City will post an award recommendation on the website. The City will not provide any further notification to unsuccessful Offerors.






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13. AWARD OF CONTRACT Unless otherwise indicated, award(s) will be made to responsive, responsible Offeror(s) who are regularly established in the service contained in this solicitation and who have demonstrated the ability to perform the required service in an acceptable manner. Notwithstanding any other provision of this solicitation, the City reserves the right to: (1) waive any immaterial defect or informality; or (2) reject any or all offers or portions thereof; or (3) reissue a solicitation. A response to a solicitation is an offer to contract with the City based upon the terms, conditions, and specifications contained in the City’s solicitation.

14. CITY’S RIGHT TO DISQUALIFY FOR CONFLICT OF INTEREST The City reserves the right to disqualify any Offeror on the basis of any real or apparent conflict of interest that is disclosed by the offer submitted or any other data available to the City. This disqualification is at the sole discretion of the City. Any Offeror submitting an offer herein waives any right to object now or at any future time, before anybody or agency, including but not limited to, the City Council of the City of Phoenix or any court.

15. SOLICITATION TRANSPARENCY POLICY 15.1. Commencing on the date and time a solicitation is published, potential or actual

offerors or respondents (including their representatives) shall only discuss matters associated with the solicitation with the Mayor, any members of City Council, the City Manager, any Deputy City Manager, or any department director directly associated with the solicitation (including in each case their assigned staff, except for the designated procurement officer) at a public meeting, posted under Arizona Statutes, until the resulting contract(s) are awarded to all offers or responses are rejected and the solicitation is cancelled without any announcement by the Procurement Officer of the City’s intent to reissue the same or similar solicitation. As long as the solicitation is not discussed, Offerors may continue to conduct business with the City and discuss business that is unrelated to the solicitation with the City staff who is not involved in the selection process.

15.2. Offerors may discuss their proposal or the solicitation with the Mayor or one or

more members of the Phoenix City Council, provided such meetings are scheduled through the Procurement Officer, and are posted as open meetings with the City Clerk at least 24 hours prior to the scheduled meetings. The City Clerk will be responsible for posting the meetings. The posted notice shall identify the participants and the subject matter, as well as invite the public to participate.

15.3. With respect to the selection of the successful Offerors, the City Manager and/or

City Manager's Office will continue the past practice of exerting no undue influence on the process. In all solicitations of bids and proposals, any direction on the selection from the City Manager and/or City Manager's Office and Department Head (or representative) to the proposal review panel or selecting authority must be provided in writing to all prospective Offerors.






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15.4. This policy is intended to create a level playing field for all Offerors, assure that contracts are awarded in public, and protect the integrity of the selection process. PROPOSERS THAT VIOLATE THIS POLICY SHALL BE DISQUALIFIED. After official Notice is received by the City for disqualification, the Proposer may follow the Protest process, unless the Solicitation is cancelled without notice of intent to re-issue.

15.5. “To discuss” means any contact by the proposer, regardless of whether the City

responds to the contact. Offerors that violate this policy shall be disqualified until the resulting contract(s) are awarded, or all offers or responses are rejected and the solicitation is cancelled without any announcement by the Procurement Officer of the City’s intent to reissue the same or a similar solicitation. The City interprets the policy as continuing through a cancellation of a solicitation until Council award of the contract, as long as the City cancels with a statement that the City will rebid the solicitation.

16. PROTEST PROCESS

16.1. Offeror may protest the contents of a solicitation no later than seven days before the solicitation deadline when the protest is based on an apparent alleged mistake, impropriety or defect in the solicitation. Protests filed regarding the solicitation may be addressed by an amendment to the solicitation or denied by the City. If denied, the opening and award will proceed unless the City determines that it is in the City’s best interests to set new deadlines, amend the solicitation, cancel or re-bid.

16.2. Therefore, unless otherwise notified by a formal amendment, the Protester must adhere to all solicitation dates and deadlines, including timely filing of an offer, regardless of filing a protest.

16.3. Offeror may protest an adverse determination issued by the City regarding responsibility and responsiveness, within seven days of the date the Offeror was notified of the adverse determination.

16.4. Offeror may protest an award recommendation if the Offeror can establish that it had a substantial chance of being awarded the contract and will be harmed by the recommended award. The City will post recommendations to award the contract(s) to a particular Offeror on the City’s website. Offeror must submit award protests within seven days after the posting of the award recommendation, with exceptions only for good cause shown, within the City’s full and final discretion.






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16.5. All protests will be in writing, filed with the Procurement Officer identified in the solicitation and include the following: • Identification of the solicitation number; • The name, address and telephone number of the protester; • A detailed statement describing the legal and factual grounds for the protest,

including copies of relevant documents; • The form of relief requested; and • The signature of the protester or its authorized representative.

16.6. The Procurement Officer will render a written decision within a reasonable period of time after the protest is filed. The City will not request City Council authorization to award the contract until the protest process is complete. All protests and appeals must be submitted in accordance with the City’s Procurement Code, (Phoenix City Code, Ch. 43), and administrative regulation 3.10 and any protests or appeals not submitted within the time requirements will not be considered. Protests must be filed with the Procurement Officer.

17. PUBLIC RECORD

All Offers submitted in response to this solicitation will become the property of the City and become a matter of public record available for review pursuant to Arizona State law. If an Offeror believes that a specific section of its Offer response is confidential, the Offeror will isolate the pages marked confidential in a specific and clearly labeled section of its Offer response. An Offeror may request specific information contained within its Offer is treated by the Procurement Officer as confidential provided the Offeror clearly labels the information “confidential”. To the extent necessary for the evaluation process, information marked as “confidential” will not be treated as confidential. Once the procurement file becomes available for public inspection, the Procurement Officer will not make any information identified by the Offerors as “confidential” available to the public unless necessary to support the evaluation process or if specifically requested in accordance with applicable public records law. When a public records request for such information is received, the Procurement Officer will notify the Offeror in writing of any request to view any portion of its Offer marked “confidential.” The Offeror will have the time set forth in the notice to obtain a court order enjoining such disclosure. If the Offeror does not provide the Procurement Officer with a court order enjoining release of the information during the designated time, the Procurement Officer will make the information requested available for inspection.

18. LATE OFFERS Late Offers will be rejected. If a late Offer is submitted, the Department will document the date and time of the submittal of the late Offer, return the Offer and notify the Offeror that its Offer was disqualified for being a late Offer.

19. RIGHT TO DISQUALIFY The City reserves the right to disqualify any Offeror who fails to provide information or data requested or who provides materially inaccurate or misleading information or data. The City further reserves the right to disqualify any Offeror on the basis of any real or apparent conflict of interest that is disclosed by the Offeror submitted or any other data






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or information available to the City. This disqualification is at the sole discretion of the City. By submission of a solicitation response, the Offeror waives any right to object now or at any future time, before any agency or body including, but not limited to, the City Council of the City or any court as to the exercise by the City of such right to disqualify or as to any disqualification by reason of real or apparent conflict of interest determined by the City. The City reserves the right to replace the disqualified Offeror.

20. CONTRACT AWARD The City reserves the right to award a contract by individual line items, by group, all or none, or any other combination most advantageous to the City. The City reserves the right to multiple award.

21. DETERMINING RESPONSIVENESS AND RESPONSIBILITY Offers will be reviewed for documentation of minimum qualifications, completeness and compliance with the solicitation requirements. The City reserves sole discretion to determine responsiveness and responsibility. RESPONSIVENESS: Nonresponsive Offers will not be considered in the evaluation process. The solicitation states criteria that determine responsiveness, and the solicitation includes terms and conditions that if included or excluded from Offers (as the case may be) will render an Offer nonresponsive. RESPONSIBILITY: To obtain true economy, the City must conduct solicitations to minimize the possibility of a subsequent default by the Offeror, late deliveries, or other unsatisfactory performance that may result in additional administrative costs. It is important that the Offeror be a responsible Offeror. Responsibility includes the Offeror’s integrity, skill, capacity, experience, and facilities for conducting the work to be performed.

SECTION III SCOPE





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1. REQUIRED SERVICES The City may require professional, independent IT consulting and advisory services pertaining to one or more of the following categories. Respondents should clearly state their capabilities related to one or more of these categories in their Letter of Transmittal. 1.1. INFRASTRUCTURE

To include: Hardware platforms, Operating Systems, Network Operating Systems, Application Database, Server Operating, Communications, Contracting for Software, Implementation of SAM (Sequence Alignment/Map) tools, Software disposal, IT Hardware Asset Management

1.2. BENCHMARKING 1.3. BUSINESS INTELLIGENCE

To include: Decision support systems, Query and reporting, Online and relational analytical processing (OLAP/ROLAP), Statistical analysis, Forecasting, Data Mining

1.4. DATA

To include: Data Movement, Data Quality, Data Access, Database Middleware, Data Security

1.5. DATA WAREHOUSING 1.6. ENTERPRISE NETWORKING/COMMUNICATIONS 1.7. GOVERNMENT SERVICES

To include: Legislative Mandates/Trends, Privacy Issues, Funding strategies, policies and practices, Resource constraints, Government methodologies, Procurement

1.8. MOBILE COMMUNICATIONS

To include: Convergence of mobile devices, Global Positioning System (GPS), Wireless LANs, Wireless Applications, Handheld Devices

1.9. SECURITY

To include: System Security, Network Security, Vulnerability assessment and remediation, Physical Security, Encryption Methods and Tools, Certification and Accreditation

1.10. STRATEGIC PLANNING

To include: Total Cost of Ownership, Enterprise Architecture 1.11. SYSTEMS MANAGEMENT

To include: Storage Management, Backup/Retrieval, Software Distribution,

SECTION III SCOPE





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Performance Monitoring & Tuning – includes host systems and network performance monitoring, Online Access (TP Monitors & Internet Access), Systems & Operating Systems, Capacity Planning and Management, Configuration Management

1.12. WEB SERVICES 1.13. ADVANCED & EMERGING TECHNOLOGIES

To include: Identification of new trends and technologies that affect businesses and governments, Determination of technologies that will have a major impact on the marketplace e.g. Cloud, robotics, etc.

1.14. APPLICATIONS & APPLICATION DEVELOPMENT 1.15. BEST PRACTICES

Successful solutions and practices developed and implemented by enterprises that produce a high return on investment or significant business results. Information related to unsuccessful initiatives or projects of other companies or governments to avoid costly errors.

1.16. COLLABORATION

To include: Automated Data Capture, Content Management, Document Management, Imaging – electronic capture, storage, management, communication and retrieval of documents, Workflow, Instant Messaging, Electronic Mail, Directory Services, Global Directory Services, Office Productivity Tools, Project Management

1.17. CONTRACT NEGOTIATION

To include: Negotiation of software/hardware/IT service agreements more effectively, aligning contracts to the company’s overall business strategy, Review of Procurements (RFPs, IFBs, contracts) and provision of feedback related to content

1.18. ENTERPRISE APPLICATIONS

To include: Enterprise Resource Planning (ERP), Customer Relationship Management (CRM)

1.19. EXECUTIVE IT LEVEL CHIEF INFORMATION OFFICER (CIO) FOCUS

To include: Single source of knowledge provided to CIO, One-to-one counsel, Personalized service, Shared knowledge across a community of CIOs of large corporations, Strategic Planning/IT Budgeting, Aligning IT business goals technology with the enterprise’s, Organizational Issues, Organizational Structure

1.20. GEOGRAPHIC INFORMATION SYSTEMS (GIS)

To include: Help Desk Management & Support to include Management Support

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issues and trends 1.21. MANAGEMENT OF IT ORGANIZATIONS

To include: Staffing, Training, Governance Models, Network Operations, Data Center Operations, Integrated Help Desk Operations

1.22. SECURITY - DISASTER RECOVERY

To include: Business Continuity Planning, Disaster Recovery Plan (DRP), Enterprise Risk Management

2. MINIMUM QUALIFICATIONS

The following are minimum qualifications that each Contractor must meet. Responses must address each item in the EXHIBIT C Statement of Minimum. 2.1. Required minimum qualifications of all respondents:

i) Contractor is not a recruiter or technology headhunting agency, focused on placing qualified individuals on short to long-term engagements with customers.

ii) Contractor does not sell or resell technology hardware or software as part of their service offering to any of its customers.

iii) Contractor does not sell hardware or software implementation and/or integration services to any of its customers.

iv) Contractor utilizes their own independent government and technology industry research, publications, and written analysis to advise and consult the customer.

v) Contractor does not receive any direct or indirect monetary revenue from technology hardware and software vendors for which they will facilitate analysis of on behalf of a customer.

vi) Contractor does not outsource and/or subcontract it’s consulting services, but instead leverages its own employees for customer engagements.

2.2. Required minimum qualifications for engagements over $150,000

vii) Contractor has at least twenty (20) years of experience as a research and/or technology consulting firm

viii) Contractor has five hundred (500) or more employees.

2.3. Required minimum qualifications for engagements under $150,000 ix) Contractor has at least five (5) years of experience as a research and/or

technology consulting firm

3. REQUIREMENTS, ONSITE CONSULTING SERVICES Onsite consulting services are typically tied to scope based initiatives and/or projects and would include any deliverables associated with the services provided. Deliverables include, but are not limited to forms, written analysis, planning documents, or self-service diagnostic and benchmarking tools that the Customer can use to implement research

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findings and recommendations. The Contractor will assist in determining how assessments be performed to ensure they address the Customer’s specific requirements, and business goals, application architecture, and security requirements to create a comprehensive deployment plan tailored to the specific needs of the engagement. Onsite consulting services will lead and/or assist the Customer in determining if systems and strategies are correctly and efficiently implemented. Remediating or improving a component of the customer’s business is the broadest duty, but services would also include teaching employees how to manipulate a new technology program or some other skill that increases productivity or generates more revenue. The Contractor would provide influence and objectivity to managers as well as employees. Onsite consulting services are customized to address specific business needs and may include, but are not limited to: Assessment Activities; Review and Analysis; Consultation; Planning; Design; Configuration and Implementation; and Reporting. The following are onsite consulting requirements: 2.1. Contractor will work onsite unless otherwise articulated within any Scope of Work

and requirements for specific initiative and/or project engagements.

2.2. Contractor will furnish their own laptops, all associated user software licensing, and cellular telephones needed to fulfill their duties, as defined in each Scope of Work.

2.3. Contractor will adhere to dress codes while onsite (i.e. suit/tie, business casual) and interfacing with Customer.

2.4. Contractor is accountable and responsible to the Office of the Chief Information Officer or his delegate, as articulated in any Scope of Work.

2.5. Contractor will utilize the Customer’s established project management information system for management of projects and/or tasks assigned to his/her consulting team.

2.6. Contractor will provide weekly status reports to Customer on activity progress, accomplishments, plans for next week, issues, and risks.

2.7. Contractor will adhere to Customer’s established Internet usage and security policies while connected to the Customer’s Local Area Network and/or Public Wi-Fi network.

4. PROCEDURES FOR OBTAINING SERVICES The following paragraphs describe the process that will be followed to obtain services from qualified Respondents that have been placed on the IT-RAS QVL as a result of this RFQ. These procedures are representative for this RFQ and may vary according to specific needs and other changes that may be undertaken by City.

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4.1. STATEMENT OF WORK (SOW) PROCESS Projects will be identified through a SOW provided by the City to the Consultant(s) and would be based on either an hourly or per project cost structure. The SOW will identify if the project needs are consultative, assessment or life cycle based. The City will retain a Consultant’s Onsite Advisory Services until the goal or obligations of the particular endeavor have been met. The time period for onsite advisory services can vary in length, depending on the needs of the City and on any unforeseen problems or additions to the project for which the Consultant was hired. 4.1.1. For each Onsite Advisory Service project, the City will issue to the

Consultant a SOW Request as follows: 4.1.2. Each SOW will specify all milestones, including a complete description of

the deliverables due at each milestone; and 4.1.3. The timeline for submission and the designated City contact(s) to whom

they are submitted.

4.2. Upon receiving a SOW request, the Consultant shall acknowledge receipt within twenty-four (24) hours. Consultant shall provide a written proposal to the City within a timeframe as directed by the City. The written proposal shall contain the following: 4.2.1. A detailed project management proposal which includes the name and

qualifications of the Consultant’s designated personnel and the names and qualifications of all staff, designated by job description as described herein, to be assigned to the project; and,

4.2.2. An all-inclusive, not to exceed, project price estimate detailing the estimated number of hours, by job description, and any other project-related costs. Based upon the work complexity, the estimated hours shall be in accordance with the pricing as specified.

4.3. City shall review the Consultant's response to determine: if; when; and, how to

proceed with the project; and, will notify the Consultant as appropriate. The City reserves the right to accept and/or reject Consultant's project plan, personnel and/or project cost estimates. The Consultant's preparation and submission of a project request proposal shall not be reimbursed. Consultant shall not begin work on any project until the City has accepted the proposal and has notified the Consultant as such.

4.4. Once a project proposal has been accepted by the City, the Consultant shall not

exceed the approved timeline or approved costs without prior, written approval of the City. If prior, written approval is not received, then the Consultant shall not be paid in excess of the approved amount. If timelines are not met and the Consultant does not advise the City of the delay prior to the due date and receive permission for the delay, then the City may assess a penalty not to exceed ten percent (10%) of the approved cost of the project. In the event that the City requires any change to the scope of work to be performed under a given project,

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the City will issue a written Change to the Consultant. The Consultant shall submit a revised project cost estimate to the City within a mutually agreed upon timeframe. The revised project proposal shall include the following: 4.4.1. Changes to the SOW, including adjustments to timeframes for project

completion; 4.4.2. An all-inclusive, not-to-exceed project price estimate supported by a cost

breakdown detailing the estimated number of hours by job description (including volume discount); and

4.4.3. Any other project-related cost required to complete the project as changed by the City.

4.5. PROJECT MANAGEMENT

For each project assigned, the Consultant shall fully staff the project and ensure there is a designated point of contact. Depending on the nature and complexity of the project, the Consultant shall be responsible for assembling and coordinating a project team consisting of varying disciplines and professional levels. Consultant shall designate a Project Manager to serve as liaison with designated City staff. The Project Manager shall have the overall responsibility for the Consultant’s project responsibilities: including performance, reporting, and quality control responsibilities. The Project Manager may be required to remain on-site for certain projects depending on the complexity or importance. The Project Manager shall, upon request, submit written progress reports to the City. The reports shall include, but not be limited to: 4.5.1. A management report of current and completed milestones/deliverables; 4.5.2. Monthly expenditure and activity reports if requested; 4.5.3. Total expenses accrued as of the report date; and 4.5.4. Overall assessment of project status to include a description of any

outstanding problems along with a recommendation(s) for corrective action.

4.6. PAYMENT

Project payments may be set up as progress payments. Progress Payments, as mutually agreed upon in the project proposal, shall be made upon successful milestone completion, including acceptance testing as identified in the project proposal. A scheduled progress payment may be withheld if the required deliverables are of unacceptable quality or do not pass acceptance testing. Payment shall not be made until such time that the deliverables are resubmitted and accepted. A final payment shall be made upon project completion and final acceptance. The final payment shall not be less than thirty percent (30%) of the all-inclusive price estimate.

4.7. DOCUMENTATION

Documentation requirements will be specific for each SOW and will be stated in all SOW Requests. Consultant agrees to develop and maintain required documentation for each SOW and agrees to send a copy of such documentation

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to City according to a schedule as specified in the SOW. Consultant agrees to also provide updates to documentation as required by a SOW and agrees to send copies of the updated documentation to City.

4.8. SOW TERM EXTENSIONS AND TERMINATION

The term of an SOW may be extended upon mutual agreement of the City and Consultant. The term of an SOW may not exceed the active term or term extensions of the Contract. The termination of a particular SOW shall not affect the duties and obligations of the City and the Consultant regarding any other SOW's then in effect.

4.9. WORK PRODUCT ACCEPTANCE CRITERIA

Throughout the contract, City will review and validate work products prior to final acceptance. In addition, City will verify and approve the Consultant’s invoices. Signed acceptance is required from the City’s Project Manager, or other authorized signatory, to approve an invoice for payment. Work product acceptance criteria consist of the following: 4.9.1. Work was completed as specified and the final work product or service

was rendered. 4.9.2. Plans, schedules, designs, documentation, and reports were completed

as specified and approved. 4.9.3. All work product documentation and artifact gathering have been

completed. 4.9.4. All work products are in a format useful to and approved by City.

5. DEDICATED PROJECT MANAGEMENT AND CITY SERVICE

The Consultant must provide a dedicated point of contact, along with a City service team, for each tier of service. Examples of project management services are: password changes; help with locating research online; booking analyst calls; any administrative issues; project specific support team (for onsite services).

5.1. Consultant shall assign a team of professionals who will be responsible to see

that all contract requirements and service deliverables under this contract and the Consultant meets any associated SOW(s);

5.2. Consultant shall provide a Project Management Team that is experienced in

providing services for similar entities, accessible to the City, and with a sufficient capacity and authority to respond to the City issues in a timely manner. Consultant shall assign, at a minimum, the following:

5.3. Project Manager: Consultant shall assign a Project Manager as the day-to-day

contact that will have the primary responsibility of responding to all contract issues, coordinating the efforts of Consultant’s staff, and will be responsible for all aspects of project management including, but not limited to, the initial planning, implementation, progress tracking, and completion of projects. Consultant shall

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provide a thirty (30) day advance written notice to the City of any planned change in the primary Project Manager.

5.4. Project Manager Backup: Consultant shall assign a secondary person as a

backup in the event that the Project Manager is unavailable. 5.5. Consultant’s Project Manager shall respond to issues, inquiries, and all written

correspondence within one (1) business day. 5.6. Any individual assigned to the project who does not perform assigned duties in a

manner satisfactory to the City shall be removed or replaced by Consultant within twenty-four (24) hours of the City’s notification. The City reserves the right to accept or reject project personnel replacements.

6. CITY RESPONSIBILITIES

The City may provide the following to Consultant, as appropriate to the project: 6.1. Office space, meeting room space, support services, appropriate connectivity to

the City’s network, and access to printers and formats/templates;

6.2. Access to the agency’s personnel, offices and computer information as required;

6.3. Required statutes, manuals, policies and procedures, and records related to information directly relevant to the requested services;

6.4. Guidance and direction for all assignments;

6.5. Assistance in the scheduling and coordinating meetings with applicable involved parties; and

6.6. Review and approval, based on the results of the Acceptance process, of the Consultant’s reports and invoices for payment.

7. MISCELLANEOUS:

7.1. City reserves the right to consider other alternatives if enough qualified personnel cannot be found among the firms asked to respond to the work statement or, if in City's judgment, no firms on the IT-RAS QVL meet the needs of the project or work description provided.

7.2. City will not approve any of the Respondent’s individual personnel if such

individual is currently a City employee. 7.3. All persons providing services under a contract must be employees of

Respondent, except that subcontract employees may be used with the express written approval of City.

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7.4. Prior to any specific work assignment under a contract, City must receive a résumé for each employee proposed for a specific task.

7.5. Respondent personnel furnished under this solicitation must be capable of

operating in City IT environment as specified at time of contract negotiation. 7.6. All work completed by Respondent personnel will comply with published City

standards for the specific IT area at the time services are engaged. 7.7. The work week is normally 40 hours. No overtime will be allowed without prior

permission of City. City holidays will be observed. 7.8. Respondent will submit invoices in accordance with terms of agreement to the

contracting department or function. 7.9. Personnel may be released without notice at any time for any breach of security

or unusual business conduct. 7.10. If a Respondent's employee who is assigned to a specific work assignment,

requiring "start-up" training and/or learning curve prior to becoming fully effective, terminates before the work assignment is completed, the Respondent will: 7.10.1. whenever possible assign a new employee to work with the terminating

employee for a period of at least one (1) week; and 7.10.2. not charge City for the first two (2) full weeks of the new employee's time.

This condition does not apply if City requested the employee be relieved of City work assignments.

SECTION IV ATTACHMENTS AND EXHIBITS


SERVICES 251 W Washington Street, 6th flr



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EXHIBIT A: ATTESTATION TO FINANCIAL CONDITION TO THE CITY OF PHOENIX - The Undersigned hereby offers and agrees to furnish the material and or service(s) in compliance with all terms, conditions, specifications, and addenda issued as a result of solicitation and any written exceptions in the offer. The following should be provided if applicable:

Arizona Sales Tax No. Use Tax No. for Out of State Suppliers City of Phoenix Sales Tax No. Arizona Corporation Commission File No. Taxpayer’s Federal Identification No.: If recommended for contract award, Bidder agrees to provide its federal taxpayer identification number or as applicable its social security number to the City of Phoenix for the purposes of reporting to appropriate taxing authorities, monies paid by the City of Phoenix under the awarded contract. If the Bidder provides its social security number, the City will only share this number with appropriate state and federal officials. This submission is mandatory under 26 U.S.C. § 6041A. OFFEROR MUST BE IN COMPLIANCE AT THE TIME OF AWARD

Vendors must be registered in the CITY’s procurePHX Self-Registration System at https://www.phoenix.gov/financesite/Pages/EProc-help.aspx Enter CITY’s Registration System ID Number

Offeror certifies that Offeror has read, understands, and will fully and faithfully comply with this RFPs, any attachments and any referenced documents. Offeror also certifies that the prices offered were independently developed without consultation with any of the other Offerors or potential Offerors.

Authorized Signature and date Printed Name and Title

OFFEROR’S CONTACT INFORMATION: Company Name Address CITY, State and Zip Code Telephone Number Company’s Toll Free # Email Address Website

https://www.phoenix.gov/financesite/Pages/EProc-help.aspx






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EXHIBIT B: SOLICITATION CONFLICT AND TRANSPARENCY DISCLOSURE FORM THIS DOCUMENT IS AVAILABLE IN AN EDITABLE FORMAT AND MAY BE DOWNLOADED AT https://www.phoenix.gov/solicitations. All questions must be answered and this form returned with your Proposal or your Proposal will be non-responsive.

1. NAME OF PERSON SUBMITTING THIS DISCLOSURE FORM.

First: M.I. Last: Suffix:

2. SOLICITATION / CONTRACT INFORMATION.

RFQ No. ITS 17-505: Information Technology Professional Services 2017-2019 Qualified Vendor List

3. NAME OF INDIVIDUAL(S) OR ENTITY(IES) SEEKING A CONTRACT WITH THE CITY (I.E. PARTIES TO THE CONTRACT)

4. LIST ANY INDIVIDUAL(S) OR ENTITY(IES) THAT ARE PARTNERS, PARENT, JOINT VENTURE, OR SUBSIDIARIES OF THE INDIVIDUAL OR ENTITIES LISTED IN QUESTION 3. PLEASE INCLUDE ALL BOARD MEMBERS, EXECUTIVE COMMITTEE MEMBERS AND OFFICERS FOR EACH ENTRY. IF NOT APPLICABLE, INDICATE N/A.

☐ Not applicable. Contracting party(ies) does not have partner, parent, joint venture, or subsidiary entities.

☐ Names of partner, parent, joint venture or subsidiary entities, and all board members, executive committee members, and officers of each entity: .

5. LIST ANY INDIVIDUALS OR ENTITIES THAT WILL BE SUBCONTRACTORS ON THIS CONTRACT OR INDICATE N/A

☐ Not applicable. No subcontracts will be retained for this contract.

☐ Subcontractors may be retained, but have not been selected at the time of this submission.

☐ List of subcontracts, including the name of the owner(s), and business name: .

6. LIST ANY ATTORNEY, LOBBYIST, OR CONSULTANTS RETAINED BY ANY INDIVIDUALS LISTED IN QUESTION 3, 4, OR 5 TO ASSIST IN THE PROPOSAL OR SEEKING THE RESULTING CONTRACT. IF NONE, INDICATE N/A.

☐ Not applicable. No attorneys, lobbyists, or consultants have been retained to assist in seeking this contract.

☐ List of attorneys, lobbyist, or consultants retained to assist in seeking this contract: .

7. DISCLOSURE OF CONFLICT OF INTEREST.

Are you aware of any fact(s) with regard to this solicitation or resulting contract that would raise a “conflict of interest” issue under City Code Section 43-34?

“An elected City official or a City employee shall not represent any person or business for compensation before the City regarding any part of a procurement, including any resulting contract, if during the time the elected official is or was in office or the employee is or was employed by the City such elected official or employee played a material or significant role in the development of the solicitation, any other part of the procurement, or the contract award.”?

☐ I am not aware of any conflict(s) of interest under Section 43-34 of the City Code.

☐ I am aware of the following conflict(s) of interest:

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8. NOTICE REGARDING PROHIBITED INTEREST IN CONTRACTS.

State law and the Phoenix City Charter and Code prohibit public officers or employees, their close relatives, and any businesses they, or their relatives, own from (1) representing before the City any person or business for compensation, (2) doing business with the City by any means other than through a formal procurement, and (3) doing business with the City without disclosing that the person has an interest in the contract. This prohibition extends to subcontracts on City contracts and also applies to parent, subsidiary, or partner businesses owned by a public officer or employee. See A.R.S. Sections 38-501 through 38-511, for more information (City Charter, Chapter 11, applies the state conflict-of-interest law to City employees).

Please note that any contract in place at the time a person becomes a public officer or employee may remain in effect. But the contract may not be amended, extended, modified, or changed in any manner during the officer’s or employee’s city service without following city administrative regulations.

Are you aware of any fact(s) with regard to this contract that would raise a “conflict of interest” issue under A.R.S. Sections 38-501 through 38-511? (See Arizona Revised Statutes regarding conflict of interest at www.azleg.gov).

☐ I am not aware of any conflict(s) of interest under Arizona Revised Statutes Sections 38-501 through 38-511.

☐ I am aware of the following conflict(s) of interest: .

9. ACKNOWLEDGEMENTS

Solicitation Transparency Policy - No Contact with City Officials or Staff during Contract Evaluation ☐ I understand that a person or entity who seeks or applies for a city contract, or any other person acting on behalf of

that person or entity, is prohibited from contacting city officials and employees regarding the contract after a solicitation has been posted.

☐ This “no-contact” provision only concludes when the contract is awarded at a City Council meeting. If contact is

required with City official or employees, the contact will take place in accordance with procedures by the City. Violation of this prohibited contacts provision, set out in City Code Sections 2-190.4 and 43-36, by respondents, or their agents, will lead to disqualification.

10. FRAUD PREVENTION AND REPORTING POLICY

☐ I acknowledge that the City has a fraud prevention and reporting policy and takes fraud seriously. I will report fraud,

suspicion of fraud, or any other inappropriate action to: telephone no. 602-261-8999 or 602-534-5500 (TDD); or [email protected].

The purpose of the fraud policy is to maintain the City's high ethical standards. The policy includes a way for our business partners to report wrongdoing or bad behavior. Suspected fraud should be reported immediately to the Phoenix Integrity Line. The City has adopted a zero-tolerance policy regarding fraud.

OATH

☐ I affirm that the statements contained in this form, including any attachments, to the best of my knowledge and belief are true, correct, and complete. Should any of the answers to the above questions change during the course of the contract, particularly as it relates to any changes in ownership, applicant agrees to update this form with the new information within 30 days of such changes. Failure to do so may be deemed a breach of contract.

Your Name: Title:

Company Name or DBA: Date:

http://www.azleg.gov/

mailto:[email protected]






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EXHIBIT C: STATEMENT OF MINIMUM QUALIFICATIONS

INFORMATION TECHNOLOGY RESEARCH AND ADVISORY SERVICES QUALIFIED VENDORS LIST

Company Name:

Company Address:

Telephone No:

PLEASE INITIAL AND/OR COMPLETE THE FOLLOWING STATEMENTS INITIALS i. I confirm my firm is not a recruiter or technology headhunting agency,

focused on placing qualified individuals on short to long-term engagements with customers.

ii. I confirm my firm does not sell or resell technology hardware or software as part of their service offering to any of its customers.

iii. I confirm my firm does not sell hardware or software implementation and/or integration services to any of its customers.

iv. I confirm my firm utilizes its own independent government and technology industry research, publications, and written analysis to advise and consult the customer.

v. I confirm my firm does not receive any direct or indirect monetary revenue from technology hardware and software vendors for which they will facilitate analysis of on behalf of a customer.

vi. I confirm my firm does not outsource and/or subcontract its consulting services, but instead leverages its own employees for customer engagements.

vii. My firm has _________ years of experience as a research and/or technology consulting firm

viii. My firm has ___________employees.

Authorized Signature and Date_________________________________________________ Printed Name and Title_______________________________________________________

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