RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
REQUEST FOR
PROPOSAL
SUPERIOR COURT OF CALIFORNIA,
COUNTY OF SAN BERNARDINO
REGARDING: RFP 13-39
COPIER LEASE/PURCHASE/RELATED MAINTENANCE
AND SUPPLIES
PROPOSALS DUE:
January 17, 2014
NO LATER THAN 3:00
PM PACIFIC TIME
Page 1 of 10
RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
1.0
BACKGROUND INFORMATION
1.1
2.0
The Superior Court of California, County of San Bernardino (hereinafter referred
to as The Court) is seeking a qualified vendor to provide copier lease/purchase,
maintenance, and supplies to court locations located within the County. Vendor
to provide new copier model upgrades under the terms and conditions of this
agreement. Selected vendor shall not be responsible for removing old existing
copiers unless the unit was installed by them.
DESCRIPTION OF SERVICES AND DELIVERABLES
The Court seeks vendors to provide new copiers of same/similar models or equivalent,
model upgrades as appropriate and requested, and to provide on-site services and
supplies. The vendor may propose lease or purchase of the equipment and associated
maintenance and supplies, whichever is the most cost effective method of providing the
equipment, services and supplies to the court. In either case, whether lease or purchase,
vendor must submit purchase information (if available) by which the court may conduct a
lease vs. purchase analysis. It should be noted that the actual number of copiers to be
leased or purchased is subject to change based upon current budget constraints and the
possibility of consolidation and realignment.
3.0
TIMELINE FOR THIS RFP
The Court has developed the following list of key events related to this RFP. All dates
are subject to change at the discretion of the Court.
EVENT
RFP issued
Deadline for questions
Questions and answers posted
Latest date and time proposal may be submitted
DATE
December 17, 2013
December 23, 2013
3:00 PM Pacific Time
December 24, 2013
January 17, 2014
3:00 PM Pacific Time
Evaluation of proposals (estimate only)
January 24, 2014
Negotiations and execution of contract (estimate
only)
February 3, 2014
Contract start date (estimate only)
March 3, 2014
Contract end date will be based on courts selection of
Lease Pricing or Purchase
July 30, 2016
Page 2 of 10
RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
4.0
RFP ATTACHMENTS
The following attachments are included as part of this RFP:
ATTACMENT
These rules govern this solicitation.
Attachment 3:
On this form, the Proposer must indicate acceptance of the Terms and
Conditions or identify exceptions to the Terms and Conditions.
Proposer’s
Acceptance of Terms
and Conditions
The General Terms and Conditions and Defined Terms will be
incorporated into any resulting purchase order and/or contract
resulting from this solicitation subject to non-mandatory, nonmaterial, and mutually agreed upon changes. See instructions
on Attachment 3 regarding Proposer exceptions.
Attachment 4: Payee
Data Record Form
This form contains information the Court requires in order to
process payments and must be submitted with the proposal.
Attachment 5:
Payment Provisions
Attachment 6:
Small Business
Declaration
Attachment 7:
Attachment 8:
Attachment 9:
Payment Provisions
5.0
The Proposer must complete this form only if it wishes to claim
the Small Business preference associated with this solicitation.
Scope of Work
Bid Pricing Sheets
Copier Expiration Term Dates
PAYMENT INFORMATION


6.0
DESCRIPTION
Attachment 1:
Administrative Rules
Governing RFPs (IT
Goods and Services)
Attachment 2:
General Terms and
Conditions/Defined
Terms Information
Technology
Progress or advance payments are not allowed under this solicitation.
Travel and per diem expenses are not allowed under this solicitation.
SUBMISSIONS OF PROPOSALS
6.1
Proposals should provide straight forward, concise information that satisfies
the requirements of the “Proposal Contents” section below. Expensive
bindings, color displays, and the like are not necessary or desired. Emphasis
should be placed on conformity to the RFP’s instructions and requirements,
and completeness and clarity of content.
Page 3 of 10
RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
6.2
6.3
The Proposer must submit its proposal in two parts, the technical proposal
and the cost proposal.
a.
The Proposer must submit one (1) original and two (2) copies of
the technical proposal. The original must be signed by an authorized
representative of the Proposer. The Proposer must write the RFP
title and number on the outside of the sealed envelope.
b.
The Proposer must submit one (1) original and two (2) copies of
the cost proposal. The original must be signed by an authorized
representative of the Proposer. The original cost proposal (and the
copies thereof) must be submitted to the Court in a single sealed
envelope, separate from the technical proposal. The Proposer must
write the RFP title and number on the outside of the sealed envelope.
Proposals must be delivered by the date and time listed on the coversheet of
this RFP to:
USPS Registered/Special Delivery (FedEx, UPS or Hand Delivery)
Superior Court of California
County of San Bernardino
CEO Office - Purchasing
303 W. Third St., 4th Floor
San Bernardino, CA 92415-0302
7.0
6.4
Late proposals will not be accepted.
6.5
Only written proposals will be accepted. Proposals must be sent by
registered or certified mail, courier service (e.g. FedEx), or delivered by
hand. Proposals may not be transmitted by fax or email.
PROPOSAL CONTENTS
7.1
Non-Cost Portion. The following information must be included in the non-cost
portion of the proposal. A proposal lacking any of the following information may
be deemed non-responsive.
a.
Proposer’s name, address, telephone and fax numbers, and federal tax
identification number. Note that if Proposer is a sole proprietor using his
or her social security number, the social security number will be required
before finalizing a contract.
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RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
b.
Name, title, address, telephone number, and email address of the individual
who will act as Proposer’s designated representative for purposes of this
RFP.
c.
Names, addresses, and telephone numbers of a minimum of three (3) clients
for whom the Proposer has conducted similar services. The Court may check
referenced listed by Proposer.
d.
Proposed method to complete work.
i.
ii.
e.
f.
How the vendor proposed to provide the service requested.
How the vendor proposed to manage the timeliness of the project.
Acceptance of the Terms and Conditions.
i.
On Attachment 3, the Proposer must either indicate acceptance of the
Terms and Conditions or clearly identify exceptions to the Terms and
Conditions. An “exception” includes any addition, deletion, or other
modification.
ii.
If exceptions are identified, the Proposer must also submit a red-lined
version of the Terms and Conditions that clearly tracks proposed changes,
and a written explanation or rationale for each exception and/or proposed
change. The Court at its sole discretion may determine that an exception
or proposed change renders a proposal non-responsive.
Certifications, Attachments, and other requirements.
i.
Proposer must include the following certifications in its proposal:
Proposer certifies that it has no interest that would constitute a conflict of
interest under California Public Contract Code sections 10365.5, 10410 or
10411; Government Code sections 1090 et seq. or 87100 et seq.; or rule
10.103 or rule 10.104 of the California Rules of Court, which restrict
employees and former employees from contracting with judicial branch
entities.
Proposer certifies that either (i) it is not a scrutinized company as defined
in PCC 10490(b), or (ii) the goods or services the Proposer would provide
to the Court are not related to products or services that are the reason the
Proposer must comply with Section 13(p) of the Securities Exchange Act
of 1934. (Note: PCC 10490(b) defines a “scrutinized company” as “a
person that has been found to be in violation of Section 13(p) of the
Securities Exchange Act of 1934 by final judgment or settlement entered
in a civil or administrative action brought by the Securities and Exchange
Commission and the person has not remedied or cured the violation in a
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RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
manner accepted by the commission on or before final judgment of
settlement.”)
7.2
ii.
If (i) Proposer is a corporation, limited liability Company, or
limited partnership, and (ii) the agreement resulting from this RFP
will be performed in California, proof that Proposer is in good
standing and qualified to conduct business in California.
iii.
Proposer must submit with its proposal, for itself and each of its
affiliates that make sales for delivery into California, a copy of
either (i) a California seller’s permit issued under Revenue and
Taxation Code section 6066 et seq. or (ii) a certificate of
registration under Revenue and Taxation Code section 6226.
iv.
Proposer to submit proof of viable leasing program.
Cost Proposal. The following information must be included in the cost proposal.
Price sheets are in Excel format. Save documents to your system.
Upon completing the pricing on pricing sheets, print the documents
and send with your bid hardcopy. *Price sheet must be received in
the same format as attached*
i.
A detailed line item showing Monthly Lease Rate including maintenance
and supplies per unit (Do not include tax in monthly rate). Applicable tax
will be calculated for each unit by location.
ii.
A full explanation of Excess Copy Charges, with number of copies
allowed, based on monthly volume with the option for Excess Copy
Charge Pool.
iii.
A full explanation of price option for Monthly Lease with unlimited copy
usage.
iv.
A detailed line item showing purchase price per unit. (Do not include
sales tax in purchase price). Applicable tax will be calculated for each
unit by location.
v.
A detailed description and pricing for Annual Maintenance Agreement for
purchased machines. Maintenance/service to include the cost for supplies,
including toner, staples, etc.
vi.
Freight, delivery, and set-up costs if applicable.
Page 6 of 10
RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39

Estimated number of rental terms expiring for coming years.
Number of
copier units
38
44
0
14

Expiration year
2013
2014
2015
2016
Alternative Cost proposal for repurchase cost/estimated value of sale after
3 year.
NOTE: It is unlawful for any person engaged in business within this state to sell or use
any article or product as a “loss leader” as defined in Section 17030 of the Business and
Professions Code.
8.0
OFFER PERIOD
A Proposer's proposal is an irrevocable offer for ninety (90) days following the proposal
due date. In the event a final contract has not been awarded within this period, the Court
reserves the right to negotiate extensions to this period.
9.0
EVALUATION OF PROPOSALS/NEGOATIONS
At the time proposals are opened, each proposal will be checked for the presence or
absence of the required proposal contents. The proposals will be evaluated on a 100
point scale using the criteria set forth in the table below. Award, if made, may be based
on the highest scored proposal or the Court may enter into negotiations with all or none
the responsive bidders in accordance with the Judicial Branch Contracting Manual
(JBCM) 2.1.G.4 to ensure that, “the Judicial Branch Entity (JBE) is receiving the best
value or most cost-effective goods, services, information technology, or
telecommunications”. These negotiations may be in form of a request for Best and Final
Offer (BAFO) or a methodology that establishes a competitive range based on Bidder’s
rankings following bid evaluations.
CRITERION
MAXIMUM NUMBER OF
POINTS
Quality of work plan submitted
20
Technical Competency of Bidder’s Personnel
20
Cost
30
Acceptance of the Terms and Conditions
10
Ability to meet timing requirements to complete
the project at all Court locations
20
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RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
10.0
INTERVIEWS
The Court may conduct interviews with Proposers to clarify aspects set forth in their
proposals or to assist in finalizing the ranking of top-ranked proposals. The interview
process may require a demonstration. The interview may also require a demonstration of
equivalence if a brand name is included in the specifications. The interviews may be
conducted in person or by phone. If conducted in person, interviews will likely be held at
the Court’s offices. The Court will not reimburse Proposers for any costs incurred in
traveling to or from the interview location. The Court will notify eligible Proposers
regarding interview arrangements.
11.0
CONFIDENTIAL OR PROPRIETARY INFORMATION
One copy of each proposal will be retained by the Court for official files and will become
a public record. California judicial branch entities are subject to rule 10.500 of the
California Rule of Court, which governs public access to judicial administrative records
(see www.courtinfo.ca.gov/cms/rules/index.cfm?title=ten&linkid=rule10_500).
If information submitted in a proposal contains material noted or marked as confidential
and/or proprietary that, in the Court’s sole opinion, meets the disclosure exemption
requirements of Rule 10.500, then that information will not be disclosed upon a request
for access to such records. If the Court finds or reasonably believes that the material so
marked is not exempt from disclosure, the Court will disclose the information regardless
of the marking or notation seeking confidential treatment.
Notwithstanding the above, the California Public Contract Code requires the public
opening of certain proposals. If required to do so by the Public Contract Code, a Court
may disclose all information contained in a proposal, including information marked as
confidential or proprietary.
12.0
DISABLED VETERAN BUSINESS ENTERPRISE PARTICIPATION GOALS
The Court’s DVBE participation goal is a minimum of 3% of the value of all Court
contracts in any given fiscal year (July 1 thru June 30). To implement the DVBE
program the Court may grant bidders that provide DVBE participation a DVBE
incentive. The Court DVBE incentive for procurements awarded to the lowest
responsible bidder may be initially 3%. The Court DVBE incentive for procurements
awarded to the highest scoring bidder/proposer may also initially be 3%. Any bidder
claiming the DVBE incentive for any procurement must submit the appropriate
certifications as part of a complete bid package. The Court will not apply the DVBE
incentive without the proper certifications on file.
Page 8 of 10
RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
13.0
PROTESTS
Any protests will be handled in accordance with Chapter 7 of the Judicial Branch
Contract Manual (see www.courts.ca.gov/documents/jbcl-manual.pdf). Failure of a
Proposer to comply with the protest procedures set forth in that chapter will render a
protest inadequate and non-responsive, and will result in rejection of the protest. The
deadline for the Court to receive a solicitation specifications protest is 3:00PM,
January 24, 2014. Protests should be sent to:
Superior Court of California
County of San Bernardino
Legal Research – Daniel Wolfe, Supervising Judicial Staff Counsel
8303 Haven Avenue
Rancho Cucamonga, CA 91730
Throughout the review process, the court has no obligation to delay or otherwise
postpone an award of contract based on a proposer protest. In all cases, the court reserves
the right to make an award when it is determined to be in the best interest of the court to
do so.
14.0
SMALL BUSINESS PREFERENCE
Small business participation is not mandatory. Failure to qualify for the small business
preference will not render a proposal non-responsive.
Eligibility for and application of the small business preference is governed by the JBE’s
Small Business Preference Procedures for the Procurement of Information Technology
Goods and Services. The Proposer will receive a small business preference if, in the
JBE’s sole determination, the Proposer has met all applicable requirements. If the
Proposer receives the small business preference, the score assigned to its proposal will be
increased by an amount equal to 5% of the points assigned to the highest scored
proposal. If a DVBE incentive is also offered in connection with this solicitation,
additional rules regarding the interaction between the small business preference and the
DVBE incentive apply.
To receive the small business preference, (i) at least 25% of the contract goods and/or
services must be provided by a Department of General Services (“DGS”) certified
small/micro business performing a commercially useful function, or (ii) the Proposer
must be a DGS-certified small business nonprofit veteran service agency.
If the Proposer wishes to seek the small business preference, the Proposer must complete
and submit with its proposal the Small Business Declaration (Attachment 5). The
Proposer must submit with the Small Business Declaration all materials required in the
Small Business Declaration.
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RFP Title: Copier Lease/Purchase/Related Maintenance and Supplies
RFP Number: 13-39
Failure to complete and submit the Small Business Declaration as required will result in
the Proposer not receiving the small business preference. In addition, the JBE may
request additional written clarifying information. Failure to provide this information as
requested will result in the Proposer not receiving the small business preference.
If the Proposer receives the small business preference: (i) the Proposer will be required to
complete a post-contract report if small/micro business subcontractors are used; (ii) the
Proposer must use any small/micro business subcontractor(s) identified in its proposal
unless the JBE approves in writing the substitution of another DGS-certified small/micro
business; and (iii) failure to meet the small business commitment set forth in its proposal
will constitute a breach of contract.
FRAUDULENT MISREPREPRETATION IN CONNECTION WITH THE
SMALL BUSINESS PREFERNCE IS UNLAWFUL AND IS PUNISHABLE BY
CIVIL PENALTIES. SEE GOVERNMENT CODE SECTION 14842.5.
15.0
CANCELLATION OF SOLICITATION:
The Court may cancel this solicitation at any time in accordance with the Judicial Branch
Contracting Manual (JBCM) 4.4.B, which states in part “Before a Bid Closing Date, the
JBE (Judicial Branch Entity) may cancel a solicitation for any or no reason. After the Bid
Closing Date, all bids may be rejected if the JBE determines that:
 The Bids received are not really competitive
 The cost is unreasonable;
 The cost exceeds the amount expected; or
 The JBE determines otherwise that awarding the contract is not in the best
interest of the JBE
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