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
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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
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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
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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.
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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.
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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.
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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
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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 commissions—Columbia 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.
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