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ATNI_RFP_EDC.doc - Request For Proposal

By Kathy Morris,2014-03-22 10:14
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If a broker with an ownership role is needed in the middle of the market chain, the role may be bid to the processing companies or a new entity created.

    Request For

    Proposal

    rdVersion 1.4 ? May 3, 2010

    The purpose of this proposal is to ensure the

    economic viability of the NW Indians by

    maximizing their ability to produce quality

    fishing products.

    Request For Proposal

    Affiliated Tribes of the Northwest Indians

    Economic Development Corporation

    NW Indian Salmon Fisheries Market

    Enhancement Project

    Version: 1.4

Executive Sponsor

    Michael Burton mike@atniedc.com 503-917-0550

Procurement Manager

    Shelly Fleming, Fleming Marketing Group Shelly@fmgonfire.com 360-721-1381

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

    Table of Contents

    0. GENERAL INFORMATION .......................................................................6

    0.1. NAME OF PROPOSAL .............................................................................6 0.2. Query Handling .........................................................................................6 1. EXECUTIVE SUMMARY ..........................................................................7 1.1. [Issuer’s] Background ...............................................................................7 1.2. [Issuer’s] Mission Statement .....................................................................8 1.3. [Issuer’s] Role ...........................................................................................8 1.4. [Issuer’s] Organization Structure ...............................................................8 1.5. Background & Supporting Information ......................................................8 1.6. Context of Proposal ..................................................................................9 1.7. Project Constraints and Assumptions .......................................................9 1.8. Scope of Work ..........................................................................................9 1.9. Project Start ..............................................................................................100 1.10. Contract Overview ....................................................................................100 1.11. Prime Contractor Responsibility ................................................................100 1.12. Closing Date for Receipt of Proposal ........................................................100 1.13. Evaluation of proposal ..............................................................................11 1.14. Contract Award .........................................................................................11 1.15. Response to Queries ................................................................................111 1.16. Additional Information ...............................................................................11 2. SPECIFICATION OF REQUIREMENTS ...................................................122 2.1. Objectives .................................................................................................122

    2.2. Deliverables ..............................................................................................122 2.3. Project Duration ........................................................................................144 2.4. Possible Additional Work ..........................................................................144 2.5. Collaboration ............................................................................................144 2.6. Resource Requirements ...........................................................................144 2.7. Target Groups ..........................................................................................155 2.8. Mandatory Requirements ..........................................................................155 2.9. Desirable Requirements ...........................................................................156 2.10. Timescales ...............................................................................................166 2.11. Quality Measures ......................................................................................166 2.12. Effort Required by Issuer during project ....................................................166 3. SCHEDULE OF COSTS ...........................................................................18 3.1. Payment Schedule....................................................................................18 3.2. Payment Arrangement ..............................................................................18 3.3. Details Costs ............................................................................................18 3.4. Fixed Price Costs......................................................................................19

    3.5. Further Conditions ....................................................................................19 4. REQUIRED FORMAT OF PROPOSAL ....................................................200

     Request For Proposal ATNI EDC Page 3 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

    4.1. Format of Proposal ...................................................................................20 4.2. Layout of Proposal ....................................................................................200 4.3. Management Summary.............................................................................200 4.4. Proposed Solution ....................................................................................21 4.5. Project Management .................................................................................211 4.6. Costs ........................................................................................................211 4.7. Bidder’s General Information ....................................................................222 4.7.1. Bidder’s Profile .........................................................................................222 4.7.2. Third Party / Consortium Profile ................................................................233 4.7.3. Customer Base .........................................................................................23 4.7.4. Financial Details .......................................................................................23 4.7.5. Technical Capability..................................................................................23 4.7.6. Quality Certification...................................................................................23 4.7.7. Industry Standards ...................................................................................23 4.7.8. Tenderer Qualifications .............................................................................23 4.7.9. Relevant Services .....................................................................................23 4.7.10. Specific Skills and Experience ..................................................................244 4.8. Details of Management and Key Personnel ..............................................244 4.9. Format and Number of Proposals .............................................................25 4.10. Reference Projects ...................................................................................25 5. EVALUATION & AWARD CRITERIA ........................................................26 5.1. Qualification Process ................................................................................26 5.2. Evaluation Criteria ....................................................................................26 5.3. Confidentiality of evaluation ......................................................................27 5.4. Determination of responsiveness ..............................................................27 5.5. Correction of Errors ..................................................................................27 5.6. Clarification of proposals...........................................................................27 5.7. Interference ..............................................................................................27 5.8. Award Criteria ...........................................................................................27 5.9. Most Economically Advantageous Proposal .............................................29 5.10. Bidder’s Qualifications ..............................................................................29 5.11. Split contracts ...........................................................................................29 5.12. Conformity to Specification .......................................................................29 5.13. Product Liability Insurance ........................................................................29 5.14. Number of Suppliers .................................................................................29 5.15. Tax certificates .........................................................................................29 5.16. Status of Parties .......................................................................................30 5.17. Contract Performance ...............................................................................300 5.18. Technical Obsolescence ...........................................................................300 5.19. Contract Termination ................................................................................300 5.20. Request for Additional Information from Bidders .......................................300 5.21. Cost of preparation of proposal .................................................................300 5.22. Acknowledgment of Receipt .....................................................................311 5.23. Discussions with Bidders ..........................................................................311 5.24. Amendments to the Request for Proposal ................................................311 5.25. Contractual Terms and Conditions ............................................................311 5.26. Amended Proposals .................................................................................311 5.27. Bidder’ss Rights to Withdraw Proposal .....................................................31 5.28. Termination...............................................................................................311

     Request For Proposal ATNI EDC Page 4 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

    5.29. Legal Review ............................................................................................322 5.30. Contract Deviations ..................................................................................322 5.31. Subcontractors .........................................................................................32 5.32. Conflict of Interest .....................................................................................32 5.33. Governing Law .........................................................................................32 5.34. Compliance with the Applicable Law .........................................................32 5.35. Presentation of proposal ...........................................................................32 5.36. Additional Costs ........................................................................................32 6. APPENDIX A TERMS AND CONDITIONS ...........................................33 6.1. Copyright / Intellectual Property Rights .....................................................33 6.2. Implementation .........................................................................................33 6.3. Financial Arrangements ............................................................................33 6.4. Contract Award / Termination ...................................................................34 6.5. Ownership ................................................................................................34 6.6. Framework of Agreement: ........................................................................34 6.7. Site Visits ..................................................................................................34 6.8. Alternative proposal ..................................................................................34 6.9. Price basis ................................................................................................34 6.10. Proposal Validity Period ............................................................................34 6.11. Subcontracting ..........................................................................................34 6.12. Contract Review .......................................................................................34 6.14. Indemnities and Sureties ..........................................................................35 6.15. Freedom of Information.............................................................................35 7. APPENDIX B SAMPLE FORMAT OF SUBMISSION ...........................36 7.1. Company details .......................................................................................36 7.2. Type of Company .....................................................................................36 7.3. Subsidiary Company, Associated Company or Parent Company ..............37 7.4. Directors, Partners, and Associates ..........................................................37 7.5. Key Personnel ..........................................................................................38 7.6. Financial Information and Bank Details .....................................................38 7.7. Additional Financial Statements ................................................................38 7.8. Bank details ..............................................................................................39 7.9. References ...............................................................................................39 7.10. Proposed Technical Solution ....................................................................39 8. APPENDIX C PROPOSAL CHECKLIST ..............................................400 9. APPENDIX F CERTIFICATE AS TO CANVASSING .............................错误;未定义书签。41

    10. APPENDIX G CONTACT DETAILS .....................................................42 11. APPENDIX H DECLARATION FOR APPLICANTS ..............................43

     Request For Proposal ATNI EDC Page 5 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

0. General Information

    0.1. Name of Proposal

    NW Indian Salmon Fisheries Market Enhancement Project.

    0.2. Query Handling

    Send any queries concerning this proposal to:

     Name: Shelly Fleming, Fleming Marketing Group

     Address: PO Box 852

     City: Brush Prairie, WA 98606

     Tel: 360-721-1381

     Fax: 360-823-0554

     Email: shelly@fmgonfire.com

    If you send your queries via email, please forward them to shelly@fmgonfire.com. The queries must be received at least [5] working days before the closing date for the receipt of proposals.

    ; Note: Queries sent to other parties will not be accepted and could be interpreted as canvassing,

    e.g. as endeavoring to gain inside information about the procurement effort.

     Request For Proposal ATNI EDC Page 6 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

1. Executive Summary

    The document that follows is an official Request for Proposal. Proposal number NWSAL0510 should be included in all correspondence related to this proposal. Affiliated Tribes of the Northwest Indians Economic Development Corporation (ATNI EDC) invites proposals to provide marketing research on market options by moving the fishing products further along the market chain to realize additional added value. This invitation is open for deliverables on the opportunities for salmon marketing in Indian Country for a period of 14 days.

    2 copies of each completed proposal, clearly marked Official Request for NW Indian Salmon Marketing Project must be delivered to:

     Shelly Fleming

     Fleming Marketing Group

     PO Box 852

     Brush Prairie, WA 98606

    thProposals are to be received no later than 9:00 am on May 28, 2010. Proposals received after the

    deadline will not be considered.

    1.1. ATNI EDC Background

    For more than 50 years, the members of the Affiliated Tribes of Northwest Indians (ATNI) have provided regional leadership, and advocacy, for Northwest Tribal interests. ATNI is one of the oldest and most respected regional organizations in the United States. Established in 1953 by Tribal leaders, ATNI represents over 50 Tribes from primarily Oregon, Washington, Idaho, with additional member Tribes in Alaska, Montana, Nevada, and Northern California.

    Member Tribes join ATNI by Tribal resolution, and appoint elected Tribal council members to become voting delegates to ATNI. This "Council of Councils" sends delegates who attend three working conferences per year (February, May, September), each attracting hundreds of Tribal leaders from throughout the region. ATNI delegates elect the ATNI Executive Board. All American Indians, regardless of their Tribal membership, are welcome to participate in ATNI programming. As a result of the long-range planning spawned by the economic needs of the ATNI Member Tribes, in 1996, ATNI Economic Development Corporation (ATNI-EDC), a wholly owned nonprofit subsidiary of ATNI, was formed pursuant to ATNI Resolution #96-17 and recognized pursuant to ATNI Resolution #96-66.

    The elected Executive Board of ATNI appoints the ATNI EDC Board of Directors, who serve without pay or reimbursement. The mission of the ATNI Economic Development Corporation is ―to act on the Member Tribes’ behalf with respect to income producing enterprises collectively owned by the Tribes, providing economic development as a separate and distinct entity from the Tribal Governments‖.

    The ATNI EDC staff and consultants work collaboratively to serve ATNI member tribes through various programs.

     Request For Proposal ATNI EDC Page 7 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

1.2. ATNI EDC Mission Statement

    To act on behalf of the member Tribes, with respect to income-producing

    enterprises collectively owned by the Tribes, providing economic development as a

    separate and distinct entity from the Tribal governments.‖

    1.3. ATNI EDC Role

    ATNI EDC is the sole Awarding Authority and will enter into the Services Contract with the successful Bidder.

    ; Note: Entry by ATNI EDC into the Services Contract is subject to the approval of the ATNI

    Board of Directors with the said ATNI Board of Directors approving at the time the availability of

    funding.

    1.4. ATNI EDC Organization Structure

    Affiliated Tribes of the NW Indians Economic Development Corporation (ATNI EDC) is a 501(c) 3 corporation incorporated under the laws of the State of Oregon. It is wholly owned by the Affiliated Tribes of NW Indians (ATNI), a membership entity consisting of all the Tribes of Idaho, Montana, Oregon, Washington, southeast Alaska and northern California. ATNI EDC has a Board of Directors appointed by the Executive Committee of ATNI. ATNI EDC executes the Comprehensive Economic Development Strategy (CEDS) and serves as the staff of the ATNI Economic Development Committee and its subcommittees of Human Resources, Taxation, and Tourism. The CEDS includes an action item for developing value added market opportunities for goods and services including salmon produced by member Tribes and Tribal members. This action item is one of many driving factors for this project proposal.

    1.5. Background & Supporting Information

    Indian communities are well known for their extremely high level of poverty as noted in the US Census and extensively in the literature. Populations are growing. This is not a sign of economic health but creates additional hardships in that in most Native American communities, the percentage of working aged adults is much lower than in almost in other demographic. The very high percentage of children under working age, as much as 50% of the population in some communities, poses a serious economic challenge for most Native American communities.

Salmon have been a central component in the life of Northwest Indians forever. They are still important in the thspiritual elements of life. But with the coming of settlers of European descent in the 19 century, the ability of

    Indians to derive economic value from salmon was eliminated and has only slowly returned. By way of noting the slow improvement in this regard, staff of the Columbia River Intertribal Fish Commission point out that income levels have risen over the last decade to an average annual level in the $12,000 to $15,000 range. This is obviously well below acceptable levels. This suggests that limited market access constrains economic value to subsistence. The point of this project is to add value to the fish being caught by providing market choices to fishers. This occurs through data collection, training, and provision of market channels, key elements of this project.

     Request For Proposal ATNI EDC Page 8 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

    Most of the Tribes to be served by the project are in rural areas which have experienced long term job deterioration, both in terms of numbers of jobs, but more importantly, in the decline of income levels relative to urban areas. There has been some job growth in the Tribes casino related ventures. Unfortunately, few of these jobs are culturally appropriate to Tribal members. Fishing is a clear exception to appropriateness. This is why Indians keep fishing even though the income afforded does not move them out of poverty. Hence the selection of fishing as the focus of the project.

    1.6. Context of Proposal

    Indian fishers are almost exclusively micro businesses operating at small volumes with small margins in a commodity business. The project seeks to move beyond the initial level of production (fishing) in a commodity market and realize additional value added opportunities through incorporating the cachet of Indian caught wild salmon and targeting the highest range of value through dissemination of best practices. The best practices will apply to handling and storage to maintain the extreme high quality of the fish delivered to users for the highest and best use of the resource.

    Aspects of this project have been discussed at ATNI Economic Development Committees and among the member Tribes for at least 10 years. The declining supplies of salmon and related limitation of income potential because of that decline are precipitating a crisis that ATNI is attempting to respond to. The project connects to a number of other economic development activities by partnering with them in this project. 1.7. Project Constraints and Assumptions

The following are identified constraints and assumptions:

     Limited internal expertise. (constraint)

     Limited availability of time. (constraint)

     Budget dollars for this project work is adequate. (assumption)

     Lack of technical resource in specific areas. (constraint)

     Knowledge transfer will be integrated into the development process. (assumption)

     Intellectual Property Rights will be handed over to the ATNI EDC (assumption)

    1.8. Scope of Work

    This project is designed to add value to NW Indian Tribal members fishing for salmon on the Columbia River (includes Tribes in Idaho, Oregon, and Washington,) the Klamath River in California, Puget Sound, and The Pacific Ocean and Strait of Juan de Fuca off of the Washington coast.

    The project will collect data to inform plans to develop market alternatives for Indian salmon fishers. Data collection will relate to both the supply and demand sides of the market stream. Supply data will enable the Request For Proposal ATNI EDC Page 9 of 43

    NWSAL0510

    Proposal Number Version Date NWSAL0510 1.4 05/03/2010

    identification of realistic markets. There have been past discussions of establishing supply relationships with wholesale food giants Food Service of America and Sysco. There is widespread interest in selling Indian caught fish to the Indian owned casinos in the region. Without solid supply data, there is no basis for discussing these options. But comprehensive supply data including species caught, expected available seasons, and quantities could make such discussions meaningful or lead to terminating the same discussions if there is not sufficient resource to satisfy the demand. This information is available individually by Tribe with some Tribes’ Natural Resources Departments, the three major fish commissionsColumbia River Intertribal

    Fish Commission, the Klamath Fish Commission, and the Northwest Indian Fisheries Commission, but has nowhere been aggregated. With the assistance of these entities and the Washington Sea Grant program, the project will quantify the expected aggregated resource available. This will allow targeting of potential markets.

    Given quantity sufficient to address certain markets will lead to ascertaining the requirements of and trends within those markets. This information will come from brokers, the various Tribal fish processing operations, the Consumer Seafood Center in Astoria, the Sea Grant Universities, and the Oregon Food Innovation Center as well as with the principal parties of two already generated market opportunities. With this information the project will target handling methods, specifications, and possible levels of processing of fish caught.

    Finally, the project intends to create a vehicle to continue delivering the benefits to the fishers. The specifics of the vehicle depend on the aggregate supply and end market for the product. At its most basic level this may be an information collection and distribution network staffed by one of the economic development providers, it may be a cooperative of the fishers, it may be a distribution company based on a private business. The level of structure will be determined by the circumstances needed to continue the effort; for instance, if all that is needed is an information exchange that might become part of the role of the Fish Commissions. If a broker with an ownership role is needed in the middle of the market chain, the role may be bid to the processing companies or a new entity created.

    1.9. Project Start

    The project is expected to begin June 21st, 2010.

    thATNI EDC intends to contact both successful and unsuccessful Bidders by June 18, 2010.

    1.10. Contract Overview

    This contract awarded will be one single contract. The proposed solution(s) will involve the provision of products and services from a single party versus a group/consortium of Bidders.

    1.11. Prime Contractor Responsibility

    The contract that may result from the Request for Proposal will specify that the prime contractor is solely responsible for fulfillment of the contract. These contract requirements cannot be subcontracted by the contractor without ATNI EDC prior written approval.

    1.12. Closing Date for Receipt of Proposal

    The closing date for the return of proposals will be no later than 9:00 am on the 28th of May 2010.

     Request For Proposal ATNI EDC Page 10 of 43

    NWSAL0510

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