AEPA IFB #012-F - KCDA

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AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
1

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT





INVITATION FOR BID


AEPA IFB #012
-
F

Mobile Learning Solutions



PART C
--

BID INSTRUCTIONS AND FORMS


TABLE OF CONTENTS


Bid Submittal Instructions

................................
................................
........................

1

FORM:
Bid Proposal Table of
Contents

................................
................................
.

3

FORM A: Bid Affidavit

................................
................................
.............................

4

FORM B: Acceptance of Bid and Contract Award

................................
................

5

FORM C:
Service
Questionnaire for Bidder
................................
...........................

6

FORM D: Company Information
................................
................................
...........

10

FORM E: Exceptions to Terms, Conditions and Specifications

........................

1
3

FORM F: Compliance and Deviations

................................
................................
..

1
4


Form F.2: Deviations

................................
................................
....................

1
7

FORM G: Pricing Schedule Submittal Instructions
................................
.............

1
8



Mobile Learning
and data exchanges are becoming the norm throughout the world.
Adapting these technologies to deliver point
-
of
-
use instruction, performance support,
si
mulations, and information access is often described under the rubric of Mobile Learning
(m
-
learning).
Dr. Rob Miller, Advanced Systems Technology, Inc. (
rwmiller@astcorp.com
).

Mobile learning refers to the use o
f mobile

and handheld information technology devices,
such as personal digital assistants (PDA), cellular telephones
, MP3 players, laptops, tablet

PCs, and wearable computers, in teaching and learning activities.
(Woodill, G.,
Cunningham
-
Reid, A. & Nantel,

R. (2010) Mobile Le
arning Comes of Age: How an
d Why
Organizations are Moving to Learning on Mobile Devices. Brandon Hall Research,
Sunnyvale, CA.)

Mobile Learning Solutions for the AEPA bid can be further defined as

the
successful transfer of knowledge through the use of mobile learning devices, such as
smartphones, netbooks, computers, tablets, or any other form of device that primarily
utilizes wireless connectivity for the receipt and delivery of information.








AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
2

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

BID SUBMITTAL INSTRUCTIONS


1.

Bid submission instructions can be found in Part A: Terms and Conditions, Section F: Bid
Submission of this solicitation. Bidders are reminded that failure to follow, comply with, and
adhere to the Part A, Section F of

th
is solicitation may result in their response being deemed
non
-
responsive.


2
.

It is the bidder’s responsibility to ascertain that all documents submitted have been saved
completely and appropriately to the CD or
flash drive
. Bidders should test both of

the CDs or
flash drives

on computers independent from the system on which they were created to make
sure the documents can be opened. Electronic media that cannot be opened by the bid
committee may result in the rejection of the proposal.

3
.

AEPA, its me
mber agencies, affiliate agencies and authorized representatives are not
responsible for bid proposals that are incomplete, unreadable or received after the deadline.

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
3

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA IFB #
012
-
F



Mobile Learning Solutions



BID PROPOSAL TABLE OF CONTENTS


Bidder

________________________________
________________________________
_______________________________


Name of Authorized Representative

________________________________
___________________________


Office Address

________________________________
________________________________
_____________________




________________________________
________________________________
________________________________
_


Time Zone:


䕡st敲e†††††


C敮t牡氠†††††


Mountain††††


Pa捩fic

呥汥Th潮o彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟††_ax

彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟
彟彟彟彟彟彟彟彟彟_


䕭Ei江彟彟彟彟彟彟彟彟彟_彟彟彟彟彟††_敢獩te

彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟彟
彟彟彟彟彟彟彟彟彟彟彟


䥮獴牵rti潮猺†
Pl
ease complete the table below with the information for the documents
included in this bid proposal. The bidder is reminded that two identical copies of this
material on electronic media, either two (2) CDs or two (2) flash drives, are required.

Form

Folde
r

Document Title on CD or

Flash drive

Format (i.e., Word,
PDF, Excel)

Notes

Table of
Contents

A


PDF


FORM A

Affidavit

A


PDF and hard copy

Signature and
notarization
required.

FORM B

Acceptance

A


PDF and hard copy

Signature required.

FORM C

Questionnaire

A


PDF

Signature required

FORM D

Company Info

A


PDF

Signature required

FORM E

Exceptions

A


PDF

Signature required

FORM F

Compliance

A


PDF

Signature required

FORM F.2.

Deviations

A


PDF

Signature required

FORM G

Price Info

B


PDF

Signature required

G.1.

Price
Schedule

B


Excel


G.2.

Unit Price
Schedule

B


Excel


Catalogs/pric
elists

B


PDF



AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
4

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA BID FORM A: BID AFFIDAVIT

AEPA IFB #012
-
F
-

Mobile Learning Solutions


NAME OF BIDDER

________________________________
________________________________
___________________________



Instructions:
This form must be signed
by the bidder’s authorized representative and notarized below. The
completed document must be scanned to a PDF format

and saved to Folder A, and a completed and signed
paper version must be included in the package
. If awarded, the bidder is required to p
roduce a copy of this
document for

each of

the member agencies with which it contracts.


1.

The undersigned, duly authorized to represent the persons, firms and corporations joining and participating in
the submission of the foregoing bid (such persons, fi
rms and corporations hereinafter being referred to as the
bidder), being duly sworn, on his/her oath, states that to the best of his/her belief and knowledge no person, firm
or corporation, nor any person duly representing the same joining and participatin
g in the submission of the
foregoing bid, has directly or indirectly entered into any agreement or arrangement with any other bidders, or
with any official of the
Member Agency
, or any employee thereof, or any person, firm or corporation under
contract wit
h the
Member Agency

whereby the bidder, in order to induce the acceptance of the foregoing bid by
the
Member Agency
, has paid or is to pay to any other bidder or to any of the aforementioned persons anything
of value whatever, and that the bidder has not,
directly nor indirectly entered into any arrangement or agreement
with any other bidder or bidders which tends to or does lessen or destroy free competition in the letting of the
contract sought for by the foregoing bid.

2.

This is to certify that the bidd
er, or any person on his/her behalf, has not agreed, connived, or colluded to
produce a deceptive show of competition in the manner of the bidding or award of the referenced contract.

3.

This is to certify that neither I, nor to the best of my knowledge, i
nformation and belief, the bidder, nor any
officer, director, partner, member or associate of the bidder, nor any of its employees directly involved in
obtaining contracts with the State of
Member Agency
,
Member Agency
, or any subdivision of the state has
been
convicted of false pretenses, attempted false pretenses, or conspiracy to commit false pretenses, bribery,
attempted bribery or conspiracy to bribe under the laws of any state or federal government for acts or omissions
after January 1, 1985.

4.

This
is to certify that the bidder or any person on his behalf has examined and understands the terms,
conditions, scope of work and specifications, and other documents of this solicitation and that any and all
exceptions have been noted in writing and have bee
n included with the bid submittal.

5.

This is to certify that if awarded a contract, the bidder will provide the equipment, commodities, and/or services
to members and affiliate members of the Agency in accordance with the terms, conditions, scope of work
and
specifications and other documents of this solicitation in the following pages of this bid.

6.

This is to certify that we have completed, reviewed, approved and have included all information that is required
in Sections C, D, E, F and G of these bid fo
rms.
















Authorized Representative (Please print or type)



Mailing Address
















Title (Please print or type)





City, State, Zip
















Signature of Authorized Representative




Date


Phone




Subscribed and sworn to before
me this



day of








Notary Public in and for County of
____________

State of








My commission expires:

Signature:








AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
5

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM B: ACCEPTANCE OF BID AND CONTRACT AWARD


AEPA IFB #012
-
F
-

Mobile Learning Solutions


NAME OF BIDDER

________________________________
________________________________
___________________________


INSTRUCTIONS:
PART I of this form is to be completed by the Bidder and signed by
its
Authorized
Representative. PART II will be completed by the
AEPA

Member Agency only upon the occasion of the bid award.
The completed document must be scanned to a PDF f
ormat and saved to Folder A, and a completed and signed
paper version must be incl
uded in the package.
If approved by AEPA
, the bidder is required to produce a copy of
the document for each of the

AEPA Member A
genc
y

with which it contracts.


PART I: BIDDE
R

In compliance with the Invitation For Bid (IFB), the undersigned warrants that I/we have exami
ned the
Instructions to Bidders
, associated documents
,

and

being familiar with all of the conditions surrounding
the proposed projects, hereby offer and agree t
o furnish all labor, materials,

supplies

and equipment

incurred in compliance with all terms, conditions, specifications and amendments
associated with this
IFB
and any written exceptions to the bid. Signature also certifies understanding and compliance w
ith the
certification requirements of the

AEPA Member

Agency
’s

Terms and Conditions and
/or

Special Terms
and Conditions. The undersigned understands that
their
competence
,

ability,

capacity

and obligations

to
offer and provide the proposed tangible person
al property, professional services, construction services and
other service
s on behalf of the Offeror

as well as other factors of interest to the

AEPA

Member Agency as
stated in the evaluation section, will be a consideration in making the award.

Company N
ame

________________________________
____


Date

___________________________


Company Address______________________________ City_______________State____ Zip

________


Contact Person______________________________________ Title___________________________

Authorized Signature (ink only)_________________________
Title___________________________

PART II: AWARDING MEMBER AGENCY

Your bid for

the above
identified bid

is hereby accepted. As contractor you are now bound to

offer and
provide the products and service
s identified within this IFB,

your response

and approved by AEPA,

including all te
rms, conditions, specifications, exceptions and

amendments
.

As cont
ractor, you are hereby
not to commence any billable work or provide any
products
or service
s

under this contract until an
executed purchase order is r
eceived from the

AEPA Member Agency or Participating Entities
. The

inten
t
of

this contract

is

to constitute the final and complete agreement between the

AEPA Member Agency and
C
ontractor, and no other agreements, oral or otherwise, regarding the subject m
atter of this contract, shall
bind any of the parties hereto. No change or modification of this contract shall be valid unless in writing
and signed by both parties to this contract. If any provision of this contract is deemed invalid or illegal by
any a
ppropriate court of law, the remainder of this contract shall not be affected thereby. The term of the
agreement shall commence on award and continue until
February 28, 2013

unless terminated, canceled or
extended. By mutual written agreement as warrante
d, the contract may be extended

month by month or

for three (3) additional 12
-
month periods
.



Awarding Agency

________________________________
________________________________
____


Agency Executive

________________________________
________________________________
_____


Awarded this ___________ day of _____________________ Contract Number

__________________

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
6

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM C:
SERVICE
QUESTIONNAIRE FOR BIDDER

AEPA
IFB #012
-
F
-

Mobile Learning Solutions

NAME OF BIDDER

________________________________
________________________________
_



Instructions:
This form is

four (4)

pages long.
Please respond to Yes/No

and choice

questions

by using
an (X)
.


I
f
a
text reply

is required
, create an attachment

referencing the item
. Scan this form and any
attachment pages into a single document and convert to a PDF file. Follow the instructions for titling the
file under Part C of this IFB, page 2, §5.
Save to Folder A.

Note: As part of evaluating the
Bidder
’s
qualifications
,

the

following is being requested and the
Bidder
is forewarned failure to respond and/or
meet the minimum specifications in these areas, may deem their response as non
-
responsive.



1.

F
r
o
m the chart below indicate which AE
PA Member States that this

company
is proposing to

offer
and provide their products and

service by placin
g an (X) to the Left of the states name
.




California

CA




Massachusetts

MA




Ohio

OH



Colorado

CO




Michigan

MI




Oregon

OR



Connecticut

CT




Minnesota

MN




Pennsylvania

PA



Florida

FL




Missouri

MO




Texas

TX



Indiana

IN




Montana

MT




Virginia

VA



Iowa

IA




Nebraska

NE




Washington

WA



Kansas

KS




New Mexico

NM




Wisconsin

WI



Kentucky

KY




North Dakota

ND




Wyoming

WY

2.

Utilizing the chart below indicate those AEPA Member States that this company is currently and has

for the past three (3) years

provided those products and services

being proposed by p
lacing an (X) to
the left of the States Name.



California

CA




Massachusetts

MA




Ohio

OH



Colorado

CO




Michigan

MI




Oregon

OR



Connecticut

CT




Minnesota

MN




Pennsylvania

PA



Florida

FL




Missouri

MO




Texas

TX



Indiana

IN




Montana

MT




Virginia

VA



Iowa

IA




Nebraska

NE




Washington

WA



Kansas

KS




New Mexico

NM




Wisconsin

WI



Kentucky

KY




North Dakota

ND




Wyoming

WY

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
7

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

3.

Utilizing the chart below indicate which of those AEPA Member states that this company has sales
representatives
/distributor/dealer

assi
gned

by placing the two digit state

code to the left of the state
name indicating the state in which
the r
epresentative

physically resides or
is
located.




California

CA




Massachusetts

MA




Ohio

OH



Colorado

CO




Michigan

MI




Oregon

OR



Connecticut

CT




Minnesota

MN




Pennsylvania

PA



Florida

FL




Missouri

MO




Texas

TX



Indiana

IN




Montana

MT




Virginia

VA



Iowa

IA




Nebraska

NE




Washington

WA



Kansas

KS




New Mexico

NM




Wisconsin

WI



Kentucky

KY




North Dakota

ND




Wyoming

WY


4.

Utilizing the chart below indicate the location(s) of your distribution network/facilities that will be
utilized to provide the proposed commodities, products and/or services proposed in response to this
bid

by placing the two digit state co
des to the left of the state name indicating the physical location of
the distribution point.



California

CA




Massachusetts

MA




Ohio

OH



Colorado

CO




Michigan

MI




Oregon

OR



Connecticut

CT




Minnesota

MN




Pennsylvania

PA



Florida

FL




Missouri

MO




Texas

TX



Indiana

IN




Montana

MT




Virginia

VA



Iowa

IA




Nebraska

NE




Washington

WA



Kansas

KS




New Mexico

NM




Wisconsin

WI



Kentucky

KY




North Dakota

ND




Wyoming

WY


5
.

Does this company have an e
-
commerce website?

_______ YES _______ NO


If
YES
, what is the website?

________________________________
________________________


6
.

Customer
,

Support

and Training

Service:

I
t is understood depending on the type, kind and level of
products and/or services being proposed in response to this bid will impact and determine the type
and level of services req
u
ired and these are identified in Part B Bid Specifications of this IFB.


Does this company have online customer support

option
?


_______ YES _______ NO


Does this company have a toll
-
free customer support
phone

option
?

_______ YES _______ NO


Does this company offer local customer

and

support service option
s
?

_______ YES _______ NO

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
8

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT


Attach a separate document describing

the

t
ype, level,

available

and location(s)

of your

customer
and
support

service

options
, including number of d
edicated customer/
sup
port staff and hours of operation




If applicable,
Does this company offer customer training for the products

and services
?



_______ YES _______ NO


If Yes, attach a separate document describing what types, kinds of training you offer, the venues
where training occurs and the loca
tion(s) of your trainers, include number of staff dedicated to
training and their qualifications and hours of operation.

7
.

Delivery, Compensation
,

Pricing

and
Competitiveness
:
The
Bidder
’s
responses to the following
items are

intended to summarize and recap their offer.


This company’s pricing is based on the following methodologies?

Definitions found in Part A:
Instructions to Bidders, Listing of Terms and Conditions.


___
_
Fixed

or Catalog Pricing

-

Fixed discount off reta
il or off published price list.

____
_
Line
-
Item price list
-

Fixed price with economic adjustment (Bidder must identify in
writing in this IFB any contingencies prior to approval);

_____
Automate System for Pricing
-

Fixed multipliers/factors bid to be
applied to an
established pricing methodology/system to allow for individual local requirements and
conditions.

_____ Alternative Method of Costing
-

Fixed multipliers/factors/discounts bid to be applied to
an established pricing methodology/system to all
ow for individual local requirements
and conditions.


_____ Open
-
Item or Combined pricing


A combination of one or more of the above.



Is your pricing

methodology

guaranteed for the term of the contract?

_______ YES _______ NO

Does the pricing offered

allow for additional quantity or
volume?

Discounts

are identified on the pricing page (Form G)?


_______ YES _______ NO


Does the pricing offered comply with AEPA’s Most Favored
Customer
? _______ YES _______ NO



Indicate which of the following apply
and the level of competitive range you are offering in response
to this IFB.

Yes/No Discount

a.

______

______%

The s
ame offered on all single educational institution

or nonprofit a
gency
bids

or those that maybe utilized (piggybacked) by other entities
;

b.

______

______%

The same offered to cooperatives and state purchasing departments

with
equal or lesser volume
.

c.

______

______%

Better discount (percent of difference) offered to cooperatives and state
purchasing departments with greater volume.

d.


_____

______
%

Better than we offer to cooperatives or state purchasing

departments.


If yes
,

is indicated for items a through d above attached a separate document listing
those national
and/or local single educational institutions or nonprofit agencies with piggyback
contracts,
cooperatives or state purchasing departments.


Which of the following best reflects how your pricing includes the individual AEPA Members’
administrative fee.

a.

_____

The pricing for the products and/or services are the same for each AEPA Member
Agen
cy, shipping, handling

administrative fee

and other specific state costs are

added to
arrive at total price offered to the Individual AEPA Member Agency.


AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
9

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

b.

_____

The pricing for the pr
oducts and/or services is inclusive of the administrative fee and
the
refore the pricing is the same for all AEPA Member Agencies. Shipping, handling
and other state specific costs are added to adjusted the AEPA Member Agency’s price.


c.

_____

The pricing for the products and/or services includes all (shipping, handling,
admi
nistrative fee, other) costs to arrive at a single price for all AEPA Member Agencies.



Is shipping and handling (S/H) included in the products on the pricelist?
_______ YES _______ NO


If
NO
, attach a separate document detailing and explaining how

shipping and handling

or freight will
be calculated and applied:



8
.

Do
e
s your company have
a
return policy?


_______ YES _______ NO


If

Yes, a
ttach a separate document with your return policy and

if

you ch
arge a restocking fee, what is
it? (
AEPA)

allows up to 15% for supplies and up to 25% for equipment)

9
.

Do you have minimum order requirements?


_______ YES _______ NO


If yes, describe:

________________________________
________________________________
____


10
.

Will you offer
AEPA

member agencies a quick pay discount?

_______ YES _______ NO


If
YES
, what is the discount? (Indicate % discount/number of days)

__________________________


11
.

Do you offer leasing arrangements under this bid?

_______ YES _______ NO


If
YES,
remember to indicate the rate factor and other cost factors on the Form G

spreadsheet.





Signature

________________________________
________________________________
____



Must be same signature as on Bid Affidavit Signature and Acceptance Forms



AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
10

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM D: COMPANY INFORMATION


AEPA IFB #012
-
F
-

Mobile Learning Solutions


NAME OF
BIDDER____________________________________________________________

INSTRUCTIONS:

1.

This form is three
(3)
pages long. The authorized representative must sign the end of the document.

2.

Several attachments are required in response to this form. The name of
the bidder and Form D item
number to which the attachment responds must appear on each page.

3.

Scan the completed form and all requested attachments into a single PDF file.

4.

Title the PDF file as per the instructions under Part C, page 2, #5.

Save to Folder
A.

D.1.

BACKGROUND

Note:
Generally,
AEPA

will not accept an offer from a business that is less than five (5) years old or
which fails to demonstrate and/or establish a proven record of business. If the bidder has recently
purchased an established busine
ss or has proof of prior success in either this business or a closely
related business, provide written documentation and verification in response to the questions below
.
AEPA
reserves the right to accept or reject newly formed companies based on informat
ion provided in
this response and from its own investigation of the company.

D.1.a.

Check one:
This business is a


public company


privately owned company.

D.1.b.

In what year was this business started under its present name?

_____________________________


D.1.c.

Under what other

or former name(s) has your business operated?

__________________________



________________________________
________________________________
________________________________
______


D.1.d.

Is this business a corporation?


No


Yes. If yes, please complete the following:


D.1.d.(1)
Date of incorporation:________________ State of incorporation:

______________________



D.1.d.(2)
Name of President:

________________________________
________________________________
____



D.1.
d.(3)
Name(s) of Vice President(s):

________________________________
________________________



D.1.d.(4)
Name of Secretary:

________________________________
________________________________
____



D.1.d.(5)
Name of Treasurer:

________________________________
________________________________
____


D.1.e.

Is this business a partnership?


No


Yes. If yes, please complete the following:


D.1.e.(1)
Date of organization:_______________ State
founded:

________________________________
_



D.1.e.(2)
Type of partnership, if applicable:

________________________________
____________________



D.1.e.(3)
Name(s) of general partner(s):

________________________________
_______________________


D.1.f.

Is this organization individually owned?


No


Yes. If yes, please complete the
following:


D.1.f.(1)
Date of organization:__________________

State founded:
________________________________



D.1.f.(2)
Name of owner:

________________________________
________________________________
________


D.1.g.

This

organization is a form
other than

tho
se identified in D1.d.


D.1.f. above,


No


Yes
.


IF THE ANSWER IS YES, AN ATTACHMENT IS REQUIRED:

D
escrib
e

the company’s

format,
year and state of origin, and names and titles of the principals.




AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
11

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

D.1.h.

ATTACHMENT REQUIRED
:
Location(s)
:

Provide the address, city, state and zip code of the
business headquarters and how long the headquarters have been located at this addre
ss.
Provide the same information for branch offices.


D.
2
.

REFERENCES


D.2.a.

ATTACHMENT REQUIRED
:
References
:
Provide a list of
current
references.


D.
3
.

WORK FORCE

D.
3
.a.
ATTACHMENT REQUIRED
:
Key
Contacts

and Providers
:

Attach a list of the
individuals,
titles, qualifications and contact information for the individuals who will provide the
following services on a national

and/or lo
c
a
l

basis:

D.
3.a.(1)

Contr
act Manager

D.3.a.(2)

Financial Manager

D.3.a.(3) Sales Manager

D.3.a.(4)

Customer and
Support

D.3.a.(5)

Distributors, Dealers

D.3.a
.(6) Consultants and


Manager


Installers, Sales Reps



Trainers

D.3.a.(7) Technical, Maintena
nce

D.3.a.(8)

Quotes, Invoicing


D.3.a.(9) Warranty and


and Support services


and Payments



After the Sale

D.
3
.b.

ATTACHMENT REQUIRED
:
In
-
house Resources
:
Describe the business’s current in
-
house
workforce, equipment and facilities available to perform under this solicitation.

D.
4
.

MARKETING

D.
4
.a.

ATTACHMENT REQUIRED
:
Key Marketing

Contact(s)
:
List the name(s), title(s) and
contact information of the business’s key national and regional marketing office(s).

D.
4
.b.

ATTACHMENT REQUIRED
:
Marketing Activities
:
Describe how this business marketed its
products and services to schools and

other tax
-
exempt nonprofit audiences in
Fiscal Y
ear
2010


2011

(July 1


June 30)
. List all conventions, conferences and other events at which
this business exhibited.

D.
4
.c.

ATTACHMENT REQUIRED
:
Cooperative Marketing
:
Describe ways in which this busin
ess
can collaborate with
member agencies

in marketing the bid.

D.
4
.d.

ATTACHMENT REQUIRED
:
Environmental Initiatives
:
Describe the business’s alignment
w
ith LEED and “green” objectives.


D.
5
.

INDEPENDENT MANUFACTURERS, SUBCONTRACTORS, DISTRIBUTORS,
INSTALLERS,
ETC.

D.
5
.a.

ATTACHMENTS REQUIRED (if the bidder is not the sole manufacturer/provider of all
goods and services provided under this contract)
:

D.5.a.(1)

Manufacturers who provide the products used by this business

in the AEPA
member agency st
ates
:

Create a list

organized regionally

or alphabetically or
by type of product or service
. Provide the names and location of the
manufacturers, the product
(
s
)/service(s)

each provides, and the states in which
each can provide the product
/services
.

D.
5.
a.(2
)

Authorizing Letters
:
For each manufacturer on the above list, attach

a current
letter from the manufacturer stating the supplier is authorized to represent the
manufacturer nationally. The letter must be dated after
January

1, 20
11
.

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
12

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

D.
5
.b.

ATTACHMEN
T REQUIRED
:
Selection Criteria for Independent Providers
:
Describe
the
criteria and process

by which the business selects, certifies and approves subcontractors,
distributors, installers and other independent services.

D.
5
.c.

ATTACHMENT REQUIRED
:
Curre
nt Subcontractors, Distributors, Installers, Etc.
:
Provide a list of current subcontractors, distributors, installers and other independent
service providers who
a
re contracted to perform the type of work outlined in this bid

in the
member agency states (listed in Part A of this IFB)
. Include, if applicable, contractor license
information and the state(s) wherein they are eligible to provide services on behalf of this
business.

D.
6
.

DISCLOSURES

D.
6
.a.

ATTACHMENT REQUIRED
:
Let
ter of Credit
:
Attach a letter from the business’s chief
financial institution indicating the current line of credit available in its name and evidence
of financial stability for the past three
calendar
years (200
8, 2009

and

2010
). This letter
should sta
te the line of
credit
as a
range (ie., “credit in the low six figures” or “a credit line
exceeding five figures”).

D.
6
.b.

Does this business have actions currently filed against it?


No


Yes.


IF THE ANSWER IS YES, AN ATTACHMENT IS REQUIRED:

List and explain current actions
such as Federal Debarment (on US General Services Administration’s “Excluded Parties
List”), appearance on any state or federal delinquent taxpayer list, or claims filed against the
retainage and/or payment bond for project
s.


Signature

________________________________
________________________________
________________________________
___


Must be same signature
that

appears on the Bid
Affidavit

Signature and Acceptance Form

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
13

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM E: EXCEPTIONS TO TERMS AND CONDITIONS


AEPA IFB #012
-
F
Mobile Learning Solutions


NAME OF BIDDER

________________________________
________________________________
___________________________


INSTRUCTIONS:

1.

If “no” is checked below,
complete this form by signing it at the bottom.

2.

If “yes” is checked below, either insert answers into this form or create a facsimile in a
Microsoft Word table format to provide narrative explanations of exceptions. If creating a
facsimile, the bidder is
reminded to use the heading above, and include the bidder name and
signature at the end.

3.

If adding pages, the bidder’s name and identifying information as to which item the
response refers must appear on each page.

4.

Scan this form plus any attachments into
a single PDF document.

5.

Title the file as per the instructions under Part C (this section), page 2, #5.

Save to Folder A.

6.

Exceptions to local, state or federal laws cannot be accepted under this bid.





, this bidder does not have exceptions to the Terms

and Conditions incorporated in Parts A
or B of this IFB.



YES,
this bidder has the following exceptions to the Terms and Conditions incorporated in Parts
A and/or B of this IFB.


IFB Section
and Page

Outline
Number

Term or Condition

Exception














































Signature

________________________________
________________________________
________________________________
_____



Must be same signature that appears on Bid Affidavit and Acceptance Forms

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
14

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM F: COMPLIANCE


AEPA IFB #012

Mobile Learning Solutions


NAME OF BIDDER

________________________________
________________________________
___________________________


INSTRUCTIONS:

1.

This form is
t
hree

(
3
)
pages long. The bidder’s authorized representative must sign the form at the
end.

2.

The criteria listed below are derived from the

Part B:

Bid Spe
cifications
this IFB. Other than industry
requirements established in federal, state or

local statutes, exceptions/deviations may be proposed
as long as they are expressly noted below and clarified on Form F.2., which follows. Please
understand that the stated specifications represent the most desirable attributes of the products and
servic
es sought by AEPA and its

AEPA

Member A
gencies.

3.

AEPA understands that not all bidders provide all commodities in
dicated in the specifications.
Bidders may propose

specific, similar and/or alternative manufacturer’s product lines and/or
services

without pr
ejudice

as long as the proposed products and services meet or exceed the
specifications in Part B: Bid Specifications of this IFB
.

4.

For each criterion below, check either “Comply” if it aligns with the company’s ability to provide
products and services or “
Deviate” if it does not.

5.

If there are no deviations to the specifications, indicate that by checking the appropriate box on Form
F.2 and sign it.

6.

Scan the completed form to a PDF file and title as instructed in Part C (this section), page 2, #5.


Item

Requ
irement

Description

Comply

Deviate

F.1.

e
-
text books

Example All products offered through this bid
are
new
and unused, and
represents

the latest and best in
industry design, technology and quality.

What is the
technology used?

E
-
books shou
l
d be available in either
interactive or PDF formats and include unlimited
simultaneous access, meaning multiple students can use
the ebook at the same time.
Has

the bidder provided a
device compatibility
table?




F.2.

On
-
line Data Bases

Example: The
bidder offers a selection of standard
products and services, w
ith a variety of options, for On
-
line Data Bases
.

Bidder offers simultaneous, unlimited
access to all users.



F.3.

Learning Solutions

Example: The bidder offers an extensive line of
accessories and options to enhance the products and
services offered.

Can the solution provide simultaneous,
unlimited access to all
users?




F.4.

Teacher/Student
Platform

Does the platform create and manage groups? Distribute
projects and files, archive projects and files, delete
project and files, filter projects and files, upload student
documents. Provide a dashboard of student status of
projects.
Is this platform
Web
-
ba
sed installed. Can
multiple teachers work with same student? View wor
k
on student devices, has file organization structure,
grading system, parent portal, remedial video library and
accessible from mobile device.
Mobile/Hand
-
held
devices, Technical Archite
cture and Infrastructure
should be defined. Mobile applications (installed, hosted,
and collaborative). Learning Management & Learning
Content Management



AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
15

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

Item

Requ
irement

Description

Comply

Deviate

F.5.

Customer Service

Example: The bidder offers a 24 hour toll
-
free customer
service line and
assigns named individuals to work with
AEPA customers.



F.6.


Warranties

The bidder offers at minimum a 12
-
month warranty on
commodities, parts and services, as well as manufacturer
warranties, extended warranties etc.



F.7.

Pricing

The bidder

offers “most favored agency pricing” under
this solicitation and all contracts that may be executed as
a result of the bid award.

If items are available under e
-
rated funding, please note if priority one or two.

Schools/Districts
that
purchase MLS will expect
“per”
student p
ricing.
Will this bidder offer this pricing?



F.8.

Applications

Content, Does the user have complete flexibility in the
creation of content. Does the content support
multimedia?

Does the user have control ov
er the

publishing?



F.9
.

Connectivity

for apps

Must users always be connected to use app?



F.10
.

Measurement

for
apps

Can the user measure app usage?



F.11.

Learning Goals

for
apps

Are the
national education learning goals supported

by
the app?



F.12.

Devices for apps

Does the app operate on multiple devices? Can students
align two devices together? Is the app web enabled?



F.13.

Usability

for apps

Is the app easy to use?
Does the app require training?
Does it take more than 30 minutes to understand?



F.14.


Users for app

Does the app offer unlimited users? Can multiple users
work on a project together? Can users be grouped
together?



F.15.



Filter Requirements

Does this app use

wireless connectivity meet the
Children Internet Protection Act (CIPA) requirements?
This law is designed to limit access to inappropriate sites
on the Internet.



F.16.

Software Applications

Does this software provide for: work proc
essing
capability,
spreadsheet c
apability, concept mapping,
and
animated

drawing program, ability to synchronize with
platform, android 2.2 operating system or
better?

Does
this work on both Computers and Smartphones. KWL
Applications, E
-
Reader, Adobe Reader 9.0, Stopwatch,
Project Repository, Presentation Software, Camera
Capability.



F.17.

Curriculum Software

Since the target market
is primarily K
-
12 schools is this

applicable to that market:



F.18.

Mandatory
Requirements

Meets State Curriculum Standards, Available
for all
Twelve Grade Levels, Allows for Self
-
Development
Learning, Includes Student Activities to Lesson Plans,
Covers all Core Subject Areas, Includes Complete Lesson
Plans, Incorporates Testing to Ensure Knowledge
transfer.



F.19.

Additional Desired
R
equirements

Provides for Predictive Assessment, Pedagogically



F.20.

Scalable Model

Will t
he
Software provide

for managed services and
will
it allow

for staff to
start taking

control of conten
t
.




AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
16

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

Item

Requ
irement

Description

Comply

Deviate

F.21
.

Mobile/Hand
-
held
devices

Does t
his solicitation
consider specify
ing

the types of
tasks that the devices will enable students and teachers
to
perform?

Can the device be interoperable and can they
work with a larger network?

Barcode readers for PDA,
Electronic voting systems, Graphing calculators with
pro
bes, Handheld gaming devices, iPods, MP3 players,
Laptop computers, Mobile phones, Personal digital
assistants (PDA), Smartphones, Tablet computers, and
NetBooks, Ultra
-
mobile PCs, and US are examples of
devices that can be used to deliver m
-
learning.



F.22
.


Technical
Architecture and
Infrastructure

Does this solicitation consider the transport options that
will be used for the wireless data stream, as well as the
operating systems and programming language options to
be used? Operating systems must also

be considered.
Will the school districts want to standardize to a single
operating system or support a variety of Oss?



F.23
.

Mobile applications
(installed, hosted,
and collaborative).

Will the applications reside entirely on the mobile device
(install
ed)? Will the application communicate with a
learning management or knowledge management
system? Will the student us
e

the application to
collaborate with other students during the mobile
learning
activity
?



F.24.

Learning
Management &
Learning Content
Management

Will the content reside in a centralized learning
management system? What

LMS features must support
the m
obile learning experience? Will the students have
the ability to switch between computer access and
mobile device access in the course of le
arning activity,
lesson, or course o
f instruction? The LMS or LCMS s
hould
provide the following capabilities: Secure Sites for
Customer Organizations. Each site should provide
privacy protection and security. Interoperability with
Other Systems, (human res
ources information systems,
ecommerce systems,

etc
) Digital Libraries. The LMS
should allow
organizations to create and maintain their
own, secure digital libraries with subscriber
-
only access.
The LMS should allow for Instructional “Mashups” that
would al
low for organizations, instructors, and managers
to build flexible, responsive instructional “mash
-
ups”
that rapidly
integrates

training, education, and
knowledge resources to produce new interventions that
meet the unique learning needs of school districts.



F.25.

Communication and
Collaboration Tools

The LMS should offer threaded discussions, and
collaborative web pages. Thes
e tools allow participants
to pose questions, exchange information, and provide
guidance. The LMS should provide for online
conferencing technologies that allow mobile devices to
participate in web
-
based trainings and online staff
development.



F.26.

Student Tracking and
Certification

The LMS should employ an integrated Student
Information system (SIS) that tracks students’ progress
towards lesson completion, certification, and graduation.
It should also grant additional permissions based upon
certific
ation; and notify key stakeholders of certification
status or potential expiration.




Signature

________________________________
________________________________
________________________________
_____



Must be same signature that appears on Bid Affidavit and Acceptance Forms

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
17

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT

AEPA FORM F.2.: DEVIATIONS


AEPA IFB #012
-
F
-

Mobile Learning Solutions


NAME OF

BIDDER

________________________________
________________________________
___________________________


INSTRUCTIONS:

1.

If “no” is checked below, complete this form by signing it at the bottom.

2.

If “yes” is checked below, either insert answers into this form or create a facsimile in a
Microsoft Word table format to provide narrative explanations of exc
eptions. If creating a
facsimile, the bidder is reminded to use the heading above, and include the bidder name and
signature at the end.

3.

If adding pages, the bidder’s name and identifying information as to which item the
response refers must appear on eac
h page.

4.

Scan this form plus any attachments into a single PDF document.

5.

Title the file as per the instructions under Part C (this section), page 2, #5.

Save to Folder A.

6.

Exceptions to local, state or federal laws cannot be accepted under this bid.






, this bidder does not have deviations (exceptions or alternates) to the

specifications listed in
Part B
, Form F.



YES,
this bidder has the following deviations to the
Specification incorporated in Parts B

of this
IFB.


Outline
Number
from Form F

Specific
ation (describe)

Details of Deviation





























Signature

________________________________
________________________________
________________________________
_____



Must be same signature that appears on Bid Affidavit and Acceptance Forms

AEPA IFB #012
-
F



Mobile Learning Solutions


Part C

Page
18

of 18


Bids Due: October 14, 2011, 1:30 p.m. EDT


AEPA BID FORM G
: DISCOUNT AND PRICING SCHEDULE

AEPA IFB #012
-
F
-

Mobile
Learning Solutions


NAME OF BIDDER

________________________________
___________________________


INSTRUCTIONS:
Bidders are reminded as they prepare the discount pricing schedule that they are responsible
for administrative fees on purchases to be remitted to Member Agencies. (See Part A of this IFB, Pricing.)

1.

Complete this page and scan it to a PDF document, saving in the name of “
Bidder Name

Form G.”

2.

P
repare a discount and pricing schedule
in a

Microsoft Excel

spreadsheet document

as directed below

for G.1
.

S
ave

the document

in the name of “
Bidder Name
Form G.
1

Pricing.”

3.

Use Form G.2 (
Excel
document) to complete the
Unit Price Schedule for Selected Items
.

4.

The responses to G.3. and G.4., below, can be incorporated in the same Excel file prepared for G.1
.
Clearly differentiate the G.1., G.3. and G.4. sections. Th
e response to G.4. can also be prepared as a
Word attachment that has been scanned to the same PDF as this page (Form G) as an attachment or its
own PDF. Either way, caption or title accordingly.

5.

Complete this
page

and scan it to a PDF document. If it is

necessary to continue the response to G.
4

below onto an attachment, be sure to label it appropriately and incorporate it into the same PDF
document.

6.

Copies of the bidder’s most recent catalog or pricelist showing the products available to members
under
this bid may be included as PDF documents.

7.

Save all documents to Folder B.

G.1.

Price Schedule:

Provide a product price schedule. The preferred schedule
must

include for each
item of equipment offered under the bid:



Manufacturer



Manufacturer’s item numbe
r



Model category
(insert Products/Services
)



Product description, including standard equipment and accessories



Regular, non
-
discounted (list) price offered by bidder



AEPA member discount from list price for equipment



Percentage discount offered on this i
tem



Optional equipment and accessories available with the given model



List prices for optional items



Discounted prices

and percentage discounts

for optional items



List and discount prices for replacement parts



Shipping charges (clearly identified or
identified as included in the bid price)

G.2.

Unit Price Schedule for Selected Items:
Download and complete the accompanying Excel
form, complete and save it accordingly.

G.
3
.

Warranties, Additional Services or Incidental Price Schedule:

Provide a price
schedule for
any and all extended warranties, additional or incidental services, products, equipment and/or
supplies, providing the details listed under Section G1.

G.
4
.

Additional Discounts:

If additional discounts/bonuses are available to AEPA members b
ased on
a dollar volume, sizes of orders or other criteria, state the formula for arriving at these discounts:


________________________________
________________________________
____________



________________________________
________________________________
____________



Signature

________________________________
________________________________
___________


Must be same signature as on Bid Affidavit Signature and Acceptance Form