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State of Wisconsin
Wis. Statutes s.16.75
DOA-3070 (R08/2003)
BIDS SHALL BE SEALED AND ADDRESSED TO:
Remove from bidder list for this commodity/service. (Return this page only.)
Bid envelope shall be sealed and plainly marked in lower corner with due date and Request for Bid
# 28105-AW. Late bids will be rejected. Bids SHALL be date and time stamped by the
soliciting purchasing office on or before the date and time that the bid is due. Bids dated and time
stamped in another office will be rejected. Receipt of a bid by the mail system does not constitute
receipt of a bid by the purchasing office. Any bid which is inadvertently opened as a result of not
being properly and clearly marked is subject to rejection. Bids shall be submitted separately, i.e.,
not included with sample packages or other bids. Bid openings are public unless otherwise
specified. Records will be available for public inspection after issuance of the notice of intent to
award or the award of the contract. Bidder should contact person named below for an appointment
to view the bid record. Bids shall be firm for acceptance for sixty (60) days from date of bid
opening, unless otherwise noted. The attached terms and conditions apply to any subsequent
award.
AGENCY ADDRESS:
State Bureau of Procurement
Wisconsin Department of Administration
th
101 East Wilson Street, 6 Floor
Madison, WI 53703-3405
If using PO Box, P.O. Box 7867
Madison, WI 53707-7867
REQUEST FOR BID
RFB # 28105-AW
IBM zEC12 Processors, 7700 Series Tape Storage
System and Associated Services
Bids SHALL be in this office no later than
THIS IS NOT AN ORDER
02:00:00 PM CT on Monday, November 5, 2012
BIDDER (Name and Address)
Name (Contact for further information)
Andrea Welch
E-Mail
Date
andrea.welch@wisconsin.gov
October 18, 2012
Quote Price and Delivery FOB
F.O.B. Destination, freight prepaid
 Fax bids are not accepted
Fax bids are accepted
Item
No.
Quantity
and Unit
Price
Per Unit
Description
Total
IBM zEC12 Processors, 7700 Series Tape Storage
System and Associated Services
(Use Appendix C-Cost Sheets of this RFB to submit pricing)
Payment Terms
Delivery Time
We claim minority bidder preference [Wis. Stats. s. 16.75(3m)]. Under Wisconsin Statutes, a 5% preference may be granted to CERTIFIED Minority Business Enterprises. Bidder shall be
certified by the Wisconsin Department of Commerce. If you have questions concerning the certification process, contact the Wisconsin Department of Commerce, 5th Floor, 201 W. Washington
Ave., Madison, Wisconsin 53702, (608) 267-9550. Does Not Apply to Printing Bids.
We are a work center certified under Wis. Stats. s. 16.752 employing persons with severe disabilities. Questions concerning the certification process should be addressed to the Work Center
Program, State Bureau of Procurement, 6th Floor, 101 E. Wilson St., Madison, Wisconsin 53702, (608) 266-2605.
Wis. Stats. s. 16.754 directs the state to purchase materials which are manufactured to the greatest extent in the United States when all other factors are substantially equal. Materials covered in
our bid were manufactured in whole or in substantial part within the United States, or the majority of the component parts thereof were manufactured in whole or in substantial part in the United
States.
Yes
No
Unknown
In signing this bid we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition;
that no attempt has been made to induce any other person or firm to submit or not to submit a bid; that this bid has been independently arrived at without collusion with any other bidder, competitor or
potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or competitor; that the above statement is accurate under penalty of perjury.
We will comply with all terms, conditions and specifications required by the state in this Request for Bid and all terms of our bid.
Name of Authorized Company Representative (Type or Print)
Title
Phone
Fax
Signature of Above
Date
(
(
)
)
e-mail.
This form can be made available in accessible formats upon request to qualified individuals with disabilities.
STATE OF WISCONSIN
REQUEST FOR BIDS # 28105-AW
for
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services
TABLE OF CONTENTS
1.
2.
INTRODUCTION AND BACKGROUND ................................................................................................. 4
1.1.
Purpose of the Request for Bid ....................................................................................................... 4
1.2.
Reasonable Accommodations ......................................................................................................... 4
1.3.
Scope.............................................................................................................................................. 4
1.4.
Overview of the Procuring Agency .................................................................................................. 4
1.5.
Contract Length .............................................................................................................................. 4
BIDDER QUALIFICATIONS ................................................................................................................... 4
2.1.
Bidder Status .................................................................................................................................. 5
3.
DEFINITIONS ........................................................................................................................................ 5
4.
BID PROCEDURES AND INSTRUCTIONS ........................................................................................... 6
5.
4.1.
VendorNet Registration ................................................................................................................... 6
4.2.
Calendar of Events.......................................................................................................................... 7
4.3.
Format of Bid .................................................................................................................................. 7
4.4.
Submitting a Bid .............................................................................................................................. 8
4.5.
Multiple Bids.................................................................................................................................... 8
4.6.
Incurring Costs ................................................................................................................................ 9
4.7.
Questions ........................................................................................................................................ 9
4.8.
Contact with State Employees......................................................................................................... 9
4.9.
Bidders’ Conference........................................................................................................................ 9
4.10.
News Releases............................................................................................................................ 9
4.11.
References .................................................................................................................................. 9
BID REVIEW, ACCEPTANCE AND AWARD ....................................................................................... 10
5.1.
Method of Bid ................................................................................................................................ 10
5.2.
Method of Award ........................................................................................................................... 10
5.3.
Bid Opening .................................................................................................................................. 10
5.4.
Bid Acceptance ............................................................................................................................. 10
5.5.
Bid Review and Verification ........................................................................................................... 10
5.6.
Minority Business Enterprise (MBE) and Disabled Veteran-Owned Business (DVB) Preference... 10
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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5.7.
6.
Notification of Intent to Award a Contract ...................................................................................... 11
TECHNICAL REQUIREMENTS ........................................................................................................... 11
6.1.
Processors to be Procured ............................................................................................................ 11
6.2.
Tape System to be Procured ......................................................................................................... 12
6.3.
Equipment for Trade-In ................................................................................................................. 12
6.4.
Equipment Specifications .............................................................................................................. 13
7.
DELIVERY AND INSTALLATION REQUIREMENTS ........................................................................... 13
7.1.
Shipping ........................................................................................................................................ 13
7.2.
Delivery ......................................................................................................................................... 13
7.3.
Installation and De-Installation ...................................................................................................... 14
7.4.
Performance Period of Acceptance ............................................................................................... 14
8.
WARRANTY AND MAINTENANCE (SUPPORT) REQUIREMENTS .................................................... 15
8.1.
Warranty ....................................................................................................................................... 15
8.2.
Corrective Work ............................................................................................................................ 15
8.3.
Maintenance ................................................................................................................................. 15
9.
COST INFORMATION AND CONTRACT PRICING............................................................................. 15
9.1.
Bid Pricing ..................................................................................................................................... 15
9.2.
Consideration of All Inherent Costs ............................................................................................... 16
9.3.
Price Decreases ............................................................................................................................ 16
9.4.
Discounts from Manufacturer Pricing............................................................................................. 16
10.
REQUIRED FORMS ......................................................................................................................... 16
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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1. INTRODUCTION AND BACKGROUND
1.1.
Purpose of the Request for Bid
The purpose of this document is to provide interested parties with information to enable them to prepare and
submit bids for the purchase of the following:
a) Two (2) IBM zEC12 processors and the trade-in of the State’s two IBM z10-EC processors. The processors
are now and will be located at the State of Wisconsin’s two data centers located in Madison, Wisconsin.
b) IBM 7700 series storage system with an IBM Systems Storage TS7720 Virtualization Engine and TS7740
Virtual Tape System. The storage equipment will be located at the State of Wisconsin’s two data centers
located in Madison, Wisconsin.
Bid responses shall be complete and encompassing of all equipment, software, labor (delivery, set-up,
installation, etc.), training, shipping and maintenance necessary to make complete and operational systems for
the State. All equipment, hardware, software and services provided must meet or exceed the IBM Business
Partner standard and perform in a like manner. The State of Wisconsin intends to have this equipment
maintained by the original equipment manufacturer.
The State of Wisconsin as represented by its Department of Administration (DOA), State Bureau of Procurement
intends to use the results of this process to award a contract for the aforementioned products and services.
1.2.
Reasonable Accommodations
The Department will provide reasonable accommodations, including the provision of informational material in an
alternative format, for qualified individuals with disabilities upon request. If you need accommodations at a Bid
opening, contact Andrea Welch at andrea.welch@wisconsin.gov.
1.3.
Scope
This equipment is for the Department of Administration, Division of Enterprise Technology. The Department of
Administration intends to utilize this Bid and any award(s) resulting to purchase like items, as needed during the
contract period.
1.4.
Overview of the Procuring Agency
This Request for Bids is issued by the Wisconsin Department of Administration on behalf of the Division of
Enterprise Technology. The person responsible for managing the procurement process, and the sole point of
contact for the State of Wisconsin during the selection process, is Andrea Welch.
1.5.
Contract Length
The Contract shall be for a three (3) year period and may be renewed for two (2) additional one-year periods if
mutually agreeable to the Contractor and the State. All conditions remain unchanged during any renewal
period(s) unless changes are mutually agreed to by the State and Contractor in writing.
2. BIDDER QUALIFICATIONS
All requirements in this section are mandatory. The following requirements shall be met at no additional cost to the
State. All Bidder qualifications are defined as mandatory minimum requirements unless otherwise stated.
Failure to meet these mandatory requirements shall result in disqualification of the Bid. However, in the event that
no Bidder is able to meet an individual mandatory requirement, the State reserves the right to continue the review of
Bids and to select the Bid that most closely meets the requirements specified in the RFB.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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2.1. Bidder Status
2.1.1. Bidder shall be the OEM or a currently Authorized Partner for IBM products and services, and shall
maintain this status for the term of the Contract including all renewals. Bidder shall provide
documentation of Authorized Partner status with the bid response and upon request of the State
during the subsequent Contract period.
2.1.2. The Bidder must have three (3) years’ experience installing and configuring the equipment bid or
similar mainframe IBM tape system equipment and processors. Bidder shall provide a minimum of
three (3) references that can verify such experience. References shall be listed on the Reference Form
(DOA-3478) included at the back of this document.
3. DEFINITIONS
For the purposes of this RFB and resulting Contract, the following definitions of terms shall apply, unless
otherwise indicated:
“Acceptance Period” means the timeframe in which the Contractor shall provide the required services free of
error or interruption.
“Acceptance” means the State’s written assent that the goods and services provided by the Contractor are in
conformance with the requirements and specifications of the RFB.
“Agency” or “State Agency” means the Wisconsin Department of Administration (DOA) or any other agency of
the State of Wisconsin, as defined by Wisconsin Statutes.
“Authorized Partner” means a reseller and service provider certified by the OEM to sell, service, maintain and
support the products purchased under the Contract and the authorization can be documented upon request of
the State.
“Availability” means a measurement of the percentage of total time that a service is operational when measured
over a specific time period.
“Bid” means the complete response of a Bidder submitted on the approved forms and setting forth the Bidder’s
prices for providing the services described in the RFB.
“Bidder” means any individual, company, corporation, or other entity that responds to this RFB.
“Bureau” means the State Bureau of Procurement.
“Contract” means the written agreement between the State and Contractor(s) that covers delivery of work to be
performed subsequent to this RFB.
“Contractor” means a Bidder that is awarded a Contract under this RFB.
“Cooperative Purchasing” means Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin
municipalities to purchase from state contracts. A “municipality” is defined as any State, city, village, town,
school district, board of school directors, sewer district, drainage district, vocational, technical and adult
education district, or any other public body having authority to award public contracts (s. 16.70(8), Wis. Stats.).
Federally recognized Indian tribes and bands in this state may participate in cooperative purchasing with the
state or any municipality under ss. 66.0301(1) and (2), Wis. Stats.
“Department” means the Department of Administration.
“Division” means a sub-unit of a state agency; an organizational unit internal to a state agency.
“MBE” means Minority Business Enterprise.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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“Municipality” means any State, city, village, town, school district, board of school directors, sewer district,
drainage district, vocational, technical and adult education district, or any other public body having the authority
to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may
participate in this agreement per ss. 66.0301(1) and (2), Wis.Stats.
“OEM” means Original Equipment Manufacturer, IBM.
“Request for Bid (RFB)” means the competitive procurement process used by the State to establish a Contract
for the corresponding goods and services.
“SBOP” means the Department of Administration’s State Bureau of Procurement.
“Services” - means all labor, actions, recommendations, plans, research, customizations, modifications,
documentation, and maintenance and support provided by the Contractor necessary to fulfill that which the
Contractor is obligated to accomplish under this Contract.
“State” means the State of Wisconsin.
“Subcontract” means any agreement, written or oral, financial or non-financial, between the Bidder and any
other party to fulfill the requirements and performance obligations of the contract, including any agreement
between the Bidder or a Subcontractor and any other provider of services when the Subcontractor is acting for or
on behalf of the Bidder.
“Subcontractor” means any entity that enters into any agreement with the Bidder for the purpose of delivering
IBM zEC12 Processors, IBM 7700 series storage system with an IBM Systems Storage TS7720 Virtualization
Engine, TS7740 Virtual Tape System and/or TS3500 Automated Tape System and Associated Services to the
State.
4. BID PROCEDURES AND INSTRUCTIONS
4.1.
VendorNet Registration
Only Bidders registered with the State of Wisconsin’s VendorNet will receive future official notice for this
service/commodity. The State of Wisconsin purchasing information and vendor notification service is available to
all businesses and organizations that want to sell to the State. Anyone may access VendorNet on the Internet at
http://vendornet.state.wi.us/vendornet/default.asp to get information on state purchasing practices and
policies, goods and services that the State buys, and tips on selling to the State. Bidders may use the same Web
site address for inclusion on the bidders list for goods and services that the organization wants to sell to the
State. A subscription with notification guarantees the organization will receive an e-mail message each time a
State agency, including any campus of the University of Wisconsin System, posts a request for bid or a request for
proposal in their designated commodity/service area(s) with an estimated value over $50,000. Organizations
without Internet access receive paper copies in the mail. Increasingly, State agencies also are using VendorNet to
post simplified bids valued at $50,000 or less. Bidders also may receive e-mail notices of these simplified bid
opportunities.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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4.2.
Calendar of Events
Listed below are important dates and times by which actions related to this Request for Bids (RFB) shall be
completed. In the event that the State finds it necessary to change any of these dates and times it will do so by
issuing a supplement to this RFB.
DATE
EVENT
Thursday, October 18, 2012
Date of issue of the RFB.
2:00 p.m. CT, Tuesday, October 23, 2012
Deadline for submitting written questions
Thursday, October 25, 2012
State responses to submitted questions posted to the
VendorNet website
2:00 p.m. CT, Monday, October 29, 2012
Deadline for submitting follow up questions
Wednesday, October 31, 2012
Final round of State responses to submitted clarification
questions posted to the VendorNet website
2:00 p.m. CT, Monday, November 5, 2012
Responses Due from Bidders
4.3.
Format of Bid
Bidders responding to this RFB shall comply with the following format requirements. The State reserves the right
to exclude any responses from consideration that do not follow the required format as instructed below.
Bid responses shall be typed and submitted on 8.5 by 11 inch paper bound securely. Bid responses shall be
organized and presented in the order and by the number assigned in the RFB. Bid responses shall be organized
with the following headings and subheadings. Each heading and subheading shall be separated by tabs or
otherwise clearly marked.
Tab 1 - Signed Request for Bid Sheet: Include here the signed Request for Bid sheet (DOA Form 3070, the
cover page of this RFB). Bids submitted in response to this RFB shall be signed by the person in the Bidder’s
organization who is responsible for the decision as to the prices being offered in the Bid or by a person who
has been authorized in writing to act as agent for the person responsible for the decision on prices.
Tab 2 - Table of Contents: Provide a table of contents listing each section of the Bid response.
Tab 3 - Response to Bid Requirements: Provide a point-by-point response to requirements in Sections 6-0
using Appendix B-Response to Bid Requirements.
Tab 4 – Pricing: Provide cost information as detailed in Section 9 in the requested format provided in
Appendix C: Cost Sheets according to the instructions indicated.
Tab 5 - Required Forms: The following forms shall be completed and submitted with a Bid response:
 Bidder Information (DOA-3477)
 Bidder Reference (DOA-3478)
 Wisconsin’s Cooperative Purchasing Service Bidder Agreement (DOA-3333)
 Designation of Confidential & Proprietary Information (DOA-3027)
The blank forms are located at the end of this document.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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Tab 6 – Contract: Review and respond to the contract the State expects to execute with the successful
Bidder provided as Appendix D: Contract.
Tab 7 - Certification/Authorization Document: Include documentation from the OEM certifying in writing
that they agree to work in partnership with the named Authorized Partner to deliver the requirements (good
and services) stated in this RFB.
Tab 8 - Hardware/Software License(s) and Warranties: Include any license agreement(s) (hardware and/or
software) as well as all warranty documentation. Upon the request of the State, Bidder shall provide license
document(s) in an electronic editable format.
Tab 9 Additional Information (if any): Include all additional information that will be essential to an
understanding of the bid. This might include any explanatory documentation that would clarify and/or
substantiate the bid document.
Tab 10 Bid Amendments: Include all amendments made to this RFB as posted to VendorNet as
acknowledgement and acceptance of all questions, answers and amendments made.
4.4.
Submitting a Bid
Bidders shall submit one (1) hard copy original and one (1) electronic version on either a CD or USB Flash Drive of
all materials required for acceptance of their Bid by the deadline shown on the Request for Bid form to:
USPS ADDRESS
COMMON CARRIER ADDRESS
Andrea Welch, Procurement Manager
State Bureau of Procurement
Wisconsin Department of Administration
PO Box 7867
Madison, Wisconsin 53707-7867
Andrea Welch, Procurement Manager
State Bureau of Procurement
Wisconsin Department of Administration
101 East Wilson Street, 6th Floor
Madison, Wisconsin 53703-3405
Bids shall be received by the above office no later than 2:00:00 p.m. CT. on Monday, November 5, 2012. All bids
shall be date and time-stamped in by the State Bureau of Procurement on or prior to the stated opening time.
Bids not so stamped shall be considered late and shall be rejected. Receipt of a Bid by the State mail system does
not constitute receipt of a Bid by the State Bureau of Procurement, for purposes of this Request for Bids.
All bids shall be packaged, sealed, and show the following information on the outside of the package:





Bidder’s (Company) Name and Address
Request for Bid Title
Request for Bid Number
Name of Procurement Manager
Bid Due Date
Bids that arrive unpackaged or unsealed shall not be accepted.
4.5.
Multiple Bids
Multiple Bids from a Bidder are permissible; however, each Bid must conform fully to the requirements for Bid
submission. Each such Bid must be submitted separately and labeled as Bid #1, Bid #2, etc. on each page
included in the response. Alternate acquisition plans do not constitute multiple Bids and shall not be considered
responsive or responsible Bids
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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4.6.
Incurring Costs
The State of Wisconsin is not liable for any cost incurred by a Bidder in the process of responding to this RFB.
4.7.
Questions
Any questions, exceptions, or additions concerning the subject matter of the RFB document or the attached State
of Wisconsin Contract shall not be considered unless submitted via e-mail (no phone calls) on or before the
deadlines for written questions as identified in Section 4.2 to Andrea Welch at andrea.welch@wisconsin.gov .
However, if a Bidder discovers any significant ambiguity, error, conflict, discrepancy, omission, or other
deficiency in this RFB, the Bidder should immediately notify the above named individual of such error and
request modification or clarification of the RFB document. In the event that it becomes necessary to provide
additional clarifying data or information, or to revise any part of this RFB, supplements or revisions will be posted
on VendorNet.
4.8.
Contact with State Employees
From the date of release of this RFB, until a Letter of Intent to Award a Contract is issued, all contact with State of
Wisconsin personnel regarding this RFB shall solely be made through Andrea Welch in the State Bureau of
Procurement in the Division of Enterprise Operations. Phone calls are not permitted during the procurement
process. Violation of these conditions may be considered sufficient cause for automatic rejection of a Bid
response.
4.9.
Bidders’ Conference
The State does not intend to hold a Bidders’ Conference (aka Vendor Conference) prior to the Bid due date.
However, there will be two (2) rounds of Bidder questions and State responses (see Calendar of Events for dates).
All questions shall be submitted in writing via e-mail to Andrea Welch ( andrea.welch@wisconsin.gov ) by the
corresponding deadlines. Bidder questions along with the State’s responses will be posted on the VendorNet
website.
4.10.
News Releases
News releases pertaining to the RFB or to the acceptance, rejection, or evaluation of Bids shall not be made
without the prior written approval of the State.
4.11.
References
Bidder shall provide at least four (4) names of organizations with whom the Bidder has done business similar to
that required by this RFB. The State will determine which, if any references, to contact to assess the quality of the
product/service.
Potential Subcontractors may not be listed as references.
For each entity, the Bidder shall include the company name, address, contact person and telephone number along
with a brief description of the product/service, which was the basis for the business relationship.
Before the award of any Contract(s), the Department shall be satisfied that the Bidder has sufficient capability and
performance history to perform the work described in this RFB. It is the bidder’s responsibility to acquaint the
RFB Manager with these qualifications by submitting clear, concise and complete documentation and thorough
references.
Any information provided in response to References that the Bidder intends to be held confidential must be
identified as such on form DOA-3027: Designation of Confidential and Proprietary Information.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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5. BID REVIEW, ACCEPTANCE AND AWARD
5.1.
Method of Bid
Bidders shall respond to all of the lines on Appendix C: Cost Sheets. All Bid pricing and subsequent pricing during
the term of the Contract must be F.O.B. Destination Freight Prepaid.
5.2.
Method of Award
The State shall award to one Bidder who is the lowest cost responsive, responsible bidder. Prices listed shall be
in U.S. dollars unless otherwise indicated. Bids that require the State to guarantee a specific quantity or dollar
amount shall be disqualified. In the event of Bidder error in calculation, unit price shall prevail in award.
The State intends to award based on the lowest five-year life cycle cost (Grand Total). The State of Wisconsin will
be responsible for performing the calculations in a consistent manner using the information provided by Bidders.
5.3.
Bid Opening
The Bid Opening is scheduled for Monday, November 5, 2012 at 2:30 p.m. in Conference Room 616 on the 6th
floor of the DOA Building located at 101 East Wilson Street, Madison, Wisconsin 53703. Only the names of the
Bidders will be read aloud at that time.
5.4.
Bid Acceptance
Bids that do not comply with instructions or are unable to comply with specifications/requirements contained in
this RFB may be rejected by the State. The State may request reports on a Bidder’s financial stability and if
financial stability is not substantiated, may reject that Bidder’s Bid. The State retains the right to accept or reject
any or all Bids, or accept or reject any part of a Bid deemed to be in the best interest of the State. The State shall
be the sole judge as to compliance with the instructions and requirements contained in this RFB.
5.5.
Bid Review and Verification
Bids will be reviewed by the Department’s procurement manager and program manager to verify that they meet
all specified requirements in this RFB. This verification may include conducting demonstrations of the Bidder’s
proposed products(s) or service(s) and reviewing results of past awards to the Bidder by the State of Wisconsin.
5.6. Minority Business Enterprise (MBE) and Disabled Veteran-Owned Business (DVB) Preference
The State of Wisconsin is committed to the promotion of minority and disabled veteran-owned business in the
State’s purchasing program and a goal of placing 5% of its total purchasing dollars with such enterprises.
Authority for this program is found in ss. 15.107(2), 16.75(4), 16.75(5) and 560.03(2), Wisconsin Statutes.
Agencies are committed to the promotion of these enterprises in the State’s purchasing program.
The State of Wisconsin policy provides that these enterprises certified by the Wisconsin Department of
Administration should have the maximum opportunity to participate in the performance of its Contracts. The
Contractor is strongly urged to use due diligence to further this policy by awarding subcontracts to these
enterprises or by using such enterprises to provide goods and services incidental to this agreement, with a goal of
awarding at least 5% of the Contract price to such enterprises.
The Contractor shall furnish appropriate quarterly information about its effort to achieve this goal, including the
identities of such enterprises certified by the Wisconsin Department of Administration and their Contract
amount.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
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5.7.
Notification of Intent to Award a Contract
Any Bidders who respond with a Bid response shall be notified in writing of the State’s intent to award the
contract(s) as a result of this RFB. After the Intent to Award is issued, copies of all Bids will be available for public
inspection from 8:00 a.m. to 4:00 p.m. at 101 E. Wilson St., Madison, Wisconsin, under the supervision of
DOA/SBOP staff. Bidders shall schedule an appointment with Andrea Welch ( andrea.welch@wisconsin.gov ) to
ensure that space is available for the review.
6. TECHNICAL REQUIREMENTS
All requirements in this section are mandatory. Submission of a Bid means the Bidder agrees that they have read,
understand and comply with the requirements detailed by the State in this section.
Failure to meet mandatory requirements shall result in rejection of the Bid. However, in the event that no Bidder is
able to meet an individual mandatory requirement, the State reserves the right to continue the review of Bids and to
select the Bid that most closely meets the requirements specified in this RFB.
6.1. Processors to be Procured
Bidders shall provide:
6.1.1. zEC12 2827-H43 706 Production Processor Migration Offering from z10 2097-E26 707 processor S/N
A68D4 through the System z Exchange Program with the zEC12 2827-706 model downgraded to a
zEC12 2827-705 processor model at initial installation, with the extra CP7 processor being available for
activation at the State’s discretion at a later date. (Femrite Drive Data Center – Production Processor)
6.1.2. zEC12 2827-H43 701 Production Processor Migration Offering from z10 2097-E26 701 processor S/N
9F3C4 through the System z Exchange Program. (Wilson Street Data Center – DR Processor)
The following table is a summary of the equipment listed in in 6.1.1 and 6.1.2 to be procured under this RFB.
Detailed configuration information has been provided by IBM using its eConfig tool outlining the expected
migration path can be found in the MS Excel Workbook entitled Appendix A –IBM Product Lists.
Category
Femrite
(Production Processor)
Wilson Street
(DR Processor)
Model
2827-H43 706
2827-H43 701
MIPS
6628/7809*
1514
MSU
813/957*
188
ICF
2
0
zIIP
2
0
IFL
8
2
Memory
320GB
320GB
Flexmem Feature
Yes
No
FICON Express8s SX
16
16
FICON Express8s LX
40
40
OSA Express4s 10 GbE SR
8
8
OSA Express4s 1000BASE-T
4
4
Crypto Express4s
4
4
STP
Yes
Yes
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 11
Femrite
(Production Processor)
Category
Wilson Street
(DR Processor)
HMC w/Monitor
1
1
CBU CP
n/a
4
CBU ICF
n/a
2
CBU zIIP
n/a
2
CBU IFL
n/a
6
CBU End Date
n/a
5 Years
CBU Test
n/a
10
* System will be installed as a 705
6.2. Tape System to be Procured
Bidders shall provide:
6.2.1. IBM System Storage TS7720 Virtualization Engine Disk Only VTS (Femrite Drive Data Center)
6.2.2. IBM System Storage TS7740 Virtualization Engine with Tape (Wilson Street Data Center)
A detailed product list of the two systems is located in the MS Excel Workbook entitled Appendix A: IBM
Products list. This information has been provided by IBM using its eConfig tool.
6.3. Equipment for Trade-In
The State requires Contractor to accept, remove and provide trade-in credit for the following equipment :
Femrite
(Production Processor)
Category
Wilson Street
(DR Processor)
Model
2097-E26 707
2097-E26 701
Serial #
A68D4
9F3C4
MIPS
5,266
920
MSU
651
115
ICF
2
0
zIIP
2
0
IFL
8
2
Memory
192GB
192GB
Flexmem Feature
No
No
FICON Express LX
4
4
FICON Express4 SX
16
16
FICON Express4 LX
36
36
OSA Express3 10 GbE LR
4
4
OSA Express2 GbE LX
4
4
OSA Express2 1000BASE-T
4
4
Crypto Express2
4
4
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 12
Femrite
(Production Processor)
Category
Wilson Street
(DR Processor)
STP
Yes
Yes
HMC w/Monitor
1
1
CBU CP
n/a
5
CBU ICF
n/a
2
CBU zIIP
n/a
1
CBU IFL
n/a
8
CBU End Date
n/a
8/5/2014
CBU Test
n/a
5**
6.4. Equipment Specifications
6.4.1. All proposed equipment shall be IBM's current production products and shall meet or exceed all IBM
performance specifications listed in advertised data sheets and technical publications.
6.4.2. Contractor shall ensure that all equipment remains certified under the IBM standard maintenance
program for the duration of the Contract including all renewals. Upon the request of the State,
Contractor shall provide proof of such certification from IBM. If the equipment is not successfully
certified, Contractor shall immediately at no cost to the State take the steps necessary to certify the
equipment.
6.4.3. Contractor shall provide the State with a complete set of standard hardware manuals and
documentation.
7. DELIVERY AND INSTALLATION REQUIREMENTS
All requirements in this section are mandatory and apply to all equipment referenced in this RFB. Submission of a Bid
means the Bidder agrees that they have read, understand and comply with the requirements detailed by the State in
this section.
Failure to meet mandatory requirements shall result in rejection of the Bid. However, in the event that no Bidder is
able to meet an individual mandatory requirement, the State reserves the right to continue the review of Bids and to
select the Bid that most closely meets the requirements specified in this RFB.
7.1. Shipping
All necessary equipment ordered during the Contract term shall be shipped F.O.B. Destination, freight prepaid.
7.2. Delivery
7.2.1. All deliveries shall be 'inside delivery' meaning that all equipment shall be delivered to a location point
inside the State’s respective data centers’ computer rooms as identified by the State.
7.2.2. Deliveries are accepted between 8:00 a.m. and 4:00 p.m. Central Time and must be scheduled with
State of Wisconsin personnel to ensure that appropriate staff is present for all deliveries and pick-ups.
Semi-trailer loading docks are available at both locations.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 13
7.2.3. Contractor, by submission of a response to this Bid warrants that they shall meet the following
installation and delivery date requirements:
 Delivery of all equipment three (3) days prior to installation

Femrite Drive Data Center Processor Installation: Sunday, December 9, 2012.

Wilson Street Data Center Processor Installation: Saturday, December 15, 2012.

IBM System Storage TS7720 and TS7740 Virtualization Engines shall be delivered to each data
center and configured by Monday, January 14, 2013 with implementation by Tuesday, January
22, 2013.
7.2.4. Failure of the Contractor to meet these dates may result in assessment of liquidated damages. The
Contractor shall be responsible for all work and missed deadlines of subcontractors.
7.2.5. The State of Wisconsin at its sole option, reserves the right to extend the delivery date and or
installation date by providing the Contractor or designated subcontractor a seven (7) calendar day
written notice of the change.
7.3. Installation and De-Installation
7.3.1. Installation of the proposed equipment shall be coordinated with and performed by the OEM.
7.3.2. The Contractor is responsible for providing electrical receptacles needed for equipment delivered.
7.3.3. Trade in equipment shall be non-disruptively deinstalled & unracked by the Contractor and then
picked up at each data center from within the computer rooms. The Contractor is responsible for
removal and disposal of all packing materials and returning the site to its original condition. The
Contractor shall be responsible for all physical damage to the site(s) at no additional cost to the State.
7.4. Performance Period of Acceptance
After installation, configuration, and prior to acceptance by the State, all proposed equipment shall be subject to a
period of performance not to exceed thirty (30) consecutive calendar days. The period will begin on the first full
twenty-four (24)-hour day that occurs after the State declares the installation and customization to be complete
and the equipment to be online and operational.
During the thirty (30) day period, the hardware shall perform at a rate consistent with the performance
specifications contained in the manufacturer's technical publications. The equipment shall be online and
operational 100% of the time for thirty (30) consecutive calendar days, excluding normally scheduled preventive
maintenance determined as determined by IBM or the State. The Contractor agrees and acknowledges that
failure to satisfactorily complete the thirty (30)-day performance period of acceptance could result in termination
of the Contract requiring the Contractor to remove the equipment and de-install any software components at no
cost to the State.
Upon successful completion of the performance period of acceptance, the State shall deem the hardware fully
installed and indicate its acceptance in a State's Letter of Acceptance to the Contractor. Upon receipt of said
acceptance letter, the Contractor shall invoice the State for the installed hardware and all services rendered to
date.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 14
8. WARRANTY AND MAINTENANCE (SUPPORT) REQUIREMENTS
All requirements in this section are mandatory and apply to all proposed equipment. Submission of a Bid means the
Bidder agrees that they have read, understand and comply with the requirements detailed by the State in this
section.
Failure to meet mandatory requirements shall result in rejection of the Bid. However, in the event that no Bidder is
able to meet an individual mandatory requirement, the State reserves the right to continue the review of Bids and to
select the Bid that most closely meets the requirements specified in this RFB.
8.1. Warranty
Contractor shall provide, at a minimum, a one-year warranty for all proposed equipment.
8.1.1. Contractors must furnish all warranty repairs or provide an alternate source of local warranty repair at
no extra cost to the State.
8.1.2. No applicable warranty period shall commence until the proposed equipment has been installed and
accepted by the State.
8.2. Corrective Work
Contractor will correct or have corrected any substandard work as requested by the Department. Such work shall
be at no extra cost to the State. The State shall be the sole determinant of what is considered to be substandard.
8.3. Maintenance
Immediately following the Warranty Period, the Contractor shall ensure that OEM provides full service
maintenance for the proposed equipment and shall meet the following service level requirements:
8.3.1. The State shall not pay for any maintenance and/or support services until the completion of the
applicable warranty periods.
8.3.2. Due to equipment availability requirements, the OEM shall respond to support calls in thirty (30)
minutes, be on site in sixty (60) minutes, and have all non-redundant CPU parts available and on site
within sixty (60) minutes from the time the part that needs to be replaced is identified.
8.3.3. Provide a toll-free 24/7 hot-line/dispatching service center available to receive and respond to calls for
service and dispatching.
8.3.4. All repair parts used shall be authorized and approved for use by the OEM.
8.3.5. Perform all required preventive maintenance services for the equipment as recommended by the
OEM.
9. COST INFORMATION AND CONTRACT PRICING
Bidder shall use Appendix C: Cost Sheets to respond to all cost components.
Failure to provide pricing as directed in Appendix C shall disqualify the Bid. Additionally, any alteration of the cost
sheets, other than copying and pasting additional rows to add required information, shall disqualify the Bid.
9.1. Bid Pricing
9.1.1. All pricing must remain firm for the term of the contract, including any renewal options.
9.1.2. Bidder shall submit pricing in US dollars unless otherwise indicated. Percentages shall be rounded to
the nearest percent (e.g., 55% and NOT 54.7%).
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 15
9.2. Consideration of All Inherent Costs
Bid prices shall take into consideration all inherent costs of providing the equipment, services and support
described in the RFB. Bidder is responsible for paying any and all travel costs including, but not limited to, roundtrip travel, meals and parking. The State shall not pay any additional charges beyond the prices listed in the Bid.
9.3. Price Decreases
Any price decreases from the manufacturer/supplier or passed along in any way to the Contractor are required to
be passed along to the State as soon as practicable.
9.4. Discounts from Manufacturer Pricing
Bidders shall bid fixed percentage discounts for the purchase of like items (IBM equipment and associated
services) provided under this RFB. These discount percentage(s) will be fixed for the Contract term and are
considered minimum discounts.
10. REQUIRED FORMS
 Bidder Information (DOA-3477)
 Bidder Reference (DOA-3478)
 Wisconsin’s Cooperative Purchasing Service Bidder Agreement (DOA-3333)
 Designation of Confidential & Proprietary Information (DOA-3027)
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 16
State of Wisconsin
Department of Administration
Division of State Agency Services
State Bureau of Procurement
DOA-3333 (R03/2004)
Bidder Agreement
Wisconsin’s Cooperative Purchasing Service
Wisconsin statutes (s. 16.73, Wis. Stats.) establish authority to allow Wisconsin municipalities to purchase from state contracts.
Participating in the service gives bidders opportunities for additional sales without additional bidding. Municipalities use the
service to expedite purchases. A “municipality” is defined as any State, city, village, town, school district, board of school
directors, sewer district, drainage district, vocational, technical and adult education district, or any other public body having the
authority to award public contracts (s. 16.70(8), Wis. Stats.). Federally recognized Indian tribes and bands in this state may
participate in cooperative purchasing with the state or any municipality under ss. 66.0301(1) and (2), Wis.Stats.
Interested municipalities:
 will contact the Bidder directly to place orders referencing the state agency contract number; and
 are responsible for receipt, acceptance, inspection of commodities directly from the Bidder, and making payment
directly to the Bidder.
The State of Wisconsin is not a party to these purchases or any dispute arising from these purchases and is not liable for
delivery or payment of any of these purchases.
The State of Wisconsin will determine the Bidder’s participation by checking a box below.
MANDATORY: Bidders/Proposers shall agree to furnish the commodities or services of this bid/proposal to Wisconsin
municipalities. Bidders should note any special conditions below.
 OPTIONAL:
Bidders/Proposers may or may not agree to furnish the commodities or services of this bid/proposal to
Wisconsin municipalities. A Bidder’s decision on participating in this service has no effect on awarding this contract.
A Bidder in the service may specify minimum order sizes by volume or dollar amount, additional charges beyond normal
delivery areas, or other minimal changes for municipalities.
Bidder: please check one of the following boxes in response.
I Agree to furnish the commodities or services of this bid/proposal to Wisconsin municipalities with any special
conditions noted below.
I Do Not Agree to furnish the commodities or services to Wisconsin municipalities.
Special Conditions (if applicable):
Signature
Date (mm/dd/ccyy)
Name (Type or Print)
Title
Company
Telephone
Address (Street)
Commodity/Service
City
(
State
)
ZIP + 4
Request for Bid/Proposal Number
This form can be made available in accessible formats upon request to qualified individuals with disabilities.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 17
STATE OF WISCONSIN
Bid / Proposal #
Commodity / Service
DOA-3477 (R05/98)
28105-AW
IBM zEC12 Processors, 7700 Series
Tape Storage System and Associated
Services
BIDDER INFORMATION
1.
BIDDING / PROPOSING COMPANY NAME
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
2.
State
Zip + 4
Name the person to contact for questions concerning this bid / proposal.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
3.
State
Zip + 4
Any Bidder awarded over $25,000 on this contract shall submit affirmative action information to the department.
Please name the Personnel / Human Resource and Development or other person responsible for affirmative
Name
Title
action in the company to contact about this plan.
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
4.
State
Zip + 4
Mailing address to which state purchase orders are mailed and person the department may contact concerning
orders and billings.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
5.
State
Zip + 4
CEO / President Name
This document can be made available in accessible formats to qualified individuals with disabilities.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 18
STATE OF WISCONSIN
Bid / Proposal #
28081-AW
DOA-3478 (R12/96)
VENDOR REFERENCE
FOR VENDOR:
Provide company name, address, contact person, telephone number, and appropriate information on the
product(s) and/or service(s) used for four (4) or more installations with requirements similar to those included in this
solicitation document. If vendor is proposing any arrangement involving a third party, the named references should
also be involved in a similar arrangement.
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
This document can be made available in accessible formats to qualified individuals with disabilities.
IBM zEC12 Processors, 7700 Series Tape Storage System and Associated Services RFB #28105-AW
Page 19
STATE OF WISCONSIN
DOA-3027 (R01/98)
DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION
The attached material submitted in response to Bid/Proposal #28081-AW includes proprietary and confidential
information which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be
kept confidential under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this
bid/proposal response be treated as confidential material and not be released without our written approval.
Prices always become public information when bids/proposals are opened, and therefore cannot be kept
confidential.
Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis.
Stats. as follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method,
technique or process to which all of the following apply:
1. The information derives independent economic value, actual or potential, from not being generally known to, and
not being readily ascertainable by proper means by, other persons who can obtain economic value from its
disclosure or use.
2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.
We request that the following pages not be released
Section
Page #
Topic
________________________________________________________________________________________________________
________________________________________________________________________________________________________
________________________________________________________________________________________________________
________________________________________________________________________________________________________
________________________________________________________________________________________________________
________________________________________________________________________________________________________
IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE
UNDERSIGNED HEREBY AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND
THE DESIGNATION OF CONFIDENTIALITY AND AGREES TO HOLD THE STATE HARMLESS FOR ANY COSTS OR
DAMAGES ARISING OUT OF THE STATE'S AGREEING TO WITHHOLD THE MATERIALS.
Failure to include this form in the bid/proposal response may mean that all information provided as part of the bid/proposal response
will be open to examination and copying. The state considers other markings of confidential in the bid/proposal document to be
insufficient. The undersigned agrees to hold the state harmless for any damages arising out of the release of any materials unless they
are specifically identified above.
Company Name
___________________________________________
Authorized Representative
___________________________________________
Signature
Authorized Representative
___________________________________________
Type or Print
Date
___________________________________________
This document
can be made available
in accessible
to qualified
individuals
with disabilities.
IBM
zEC12 Processors,
7700 Series
Tapeformats
Storage
System
and Associated
Services RFB #28105-AW
Page 20