COVER PAGE Department Of Administrative Services … · · 2015-03-10Department Of Administrative...

State of Oregon

COVER PAGE

Department Of Administrative Services

Procurement Services

On Behalf Of

THE STATE OF OREGON (STATE), ACTING BY AND THROUGH ITS

DEPARTMENT OF ADMINISTRATIVE SERVICES, PROCUREMENT

SERVICES (DAS PS), on behalf of the member states of the WSCA-

NASPO Cooperative Purchasing Program (WSCA-NASPO),

For

OFFICE SUPPLIES AND SERVICES Toner, Paper, Recycled-Content/Green

Products and other Miscellaneous Products

REQUEST FOR PROPOSALS (RFP)

RFP NUMBER 102-2035-13

Date of Issue: June 30, 2014

Closing: August 22, 2014, 3:00 PM (Pacific)

Issuing Office: Department of Administrative Services, Procurement

Services

Single Point of Contact: Pam Johnson, CPPB, OCAC, OPBC

State Procurement Analyst

Address: 1225 Ferry Street SE, U140

Salem, OR 97301-4285

Phone (voice): 503-378-4731

Phone (fax): 503-373-1626

E-mail: [email protected]

PROPOSAL SUBMITED BY 360 OFFICE SOLUTIONS

TABLE OF CONTENTS

Request for Proposal (RFP) RFP NUMBER 102-2035-13

Attachment A-Proposal Cover Sheet Certification Section 1

Attachment C-Business Proposal Response Section 2

Attachment C-Business Proposal Response Attachment C-1 Reviewed Financial Statements Attachment C-2 Financial Institution Letter

Attachment D-Mandatory Requirements and Section 3 Desirable Requirements

Attachment D Mandatory and Desirable Criteria Attachment D Supplemental-Mandatory Minimum Requirements Attachment D Supplemental-Desirable Criteria Attachment D-1 Implementation Plan Draft Attachment D-2 Green Product Offering-360 Office Solutions

Attachment E-References Section 4

Addendums Section 5

Printed on 100% Recycled Paper 1

State of Oregon

RFP # 102-2035-13

Office Supplies and Services

Attachment C Business Proposal Response

Business Proposal Maximum Points (50)

Proposers shall submit responses to the items below on separate sheet(s).

1. EXECUTIVE SUMMARY

a) Executive Summary: An Executive Summary must be submitted with the Proposal highlighting the salient features of the Proposal and how Proposer meets the Mandatory

Requirements in Section 3.4 and Attachment D.

b) Include in this tab an executive summary discussing the highlights of the Proposal. Please do not include any pricing information.

As one of the largest, most trusted office solutions providers in Montana, 360 Office Solutions, Inc. (the Company) has been delivering quality products and smart answers to our customers for over 69 years. We have built our reputation on being a local business that cares about the success of our customer, employees and the communities we are part of, but at the same time being a strategic company that has the capabilities to compete with the national companies. The capabilities of 360 Office Solutions have allowed us to truly partner with companies and government agencies to provide office supplies, office furniture, machine supplies and service, educational supplies, coffee supplies and technology, promotional products, as well as facility and break room products. 360 Office Solutions serves large hospitals, healthcare systems, school districts, universities, oil companies, industrial companies, law firms, and more. While assisting in the uniqueness of every customer and their need for services like stocking, managed print services, auto toner replenishment, and even bulk ordering, 360 Office Solutions excels in delivering one-on-one customer attention. The Company has been able to meet the needs of its customers as a result of the Company continuing to invest in and build its capabilities. As you will see the Company made investments to enhance its logistics capabilities as evidenced by the addition of a 58,000 square foot state of the art distribution and showroom facility in Billings, Montana. The Company works closely with its technology partners to provide an e-commerce platform that is competitive to the offerings in our industry. Additionally, the Company continues to develop strategic partnerships with its key manufacturers and supply partners which allow it to enhance its abilities to meet the changing dynamics of our customers expectations.


Most importantly, the Company has 91 employees that have the expertise and experience to meet the expectations of our customers. These individuals live in many communities across Montana and not only have a business relationship with our customers - many times they have individual relationship with them. So in the end, our customers are not a number they are our friends and neighbors and it is personally important to us that they are taken care of. To put it simply, the capabilities and solutions the Company has to offer backed by the local, Montana employees, allows 360 Office Solutions to provide a true partnership with the State that will not only meet their needs but also help grow the economy of the State of Montana. 2. CORPORATE CAPABILITY AND STRUCTURE

a) Whether Proposer is proposing for a specific State(s) or is proposing WSCA-NASPO wide, describe the skills, knowledge and resources that enable Proposer to provide quality

products and services to customers. Identify Proposers current capabilities and

Proposers future direction.

360 Office Solutions Inc. (the Company) was incorporated as Reporter Printing and Supply Company in the State of Montana in 1946, and has thrived through 69 years of changes, mergers, and acquisitions becoming the state and regions largest Montana owned office furniture, office technology, and office supply resource with over 91 employees in Montana and Wyoming. The Company has continued to be a leader in our industry through continued investment in people, technology and logistic capabilities. The Company was recognized as one top 40 Independent Office Resellers in the United States by Proficiency Post. Additionally, we have developed strategic partnerships with key manufacturers and organizations within the industry. This combination has allowed the Company to continue to grow and be a leader in the independent dealer community. The Company has over 4,000 customers spread through Montana and Wyoming that we service for their office supply, furniture, breakroom, and copier and printing needs. We have been successful in taking care of our customers as we have employees with the expertise and experience to meet the expectations of our customers. Specifically, we have:

10 Customer Service Representatives that have a combined 119 years of service, with 5 individuals that have been in our industry for over 15 years.

18 Outside sales Representatives that have a combined 325 years of service with the Company 13 that have been in our industry for over 10 years.

We have 12 local delivery drivers that have been with the Company for an average of 8 years of service.

5 in-house Furniture Space Planners and Designers which have been with the Company for an average of 12 years.

We have 7Ricoh and HP Copier Technicians that collectively have been with the Company for over 100 years.

We have our own installation and delivery teams spread through out our geographic footprint.


360 Office Solutions has continued to make investments in technology and logistics that allow us to provide our customers with excellent service and care. Specifically, we have:

Made the investment in a state of the art distribution and furniture/technology showroom in Billings Montana.

The Company has made the investment in technology to provide our customers with an e-commerce system that allows for the ease of procuring their office products. The latest enhancement to this platform will be rolled out to our customers in September 2014.

We provide our customers with their own reporting portal that allows them to see their purchases at various granular levels and do analysis on there spending activity,

We are on our 22nd year of providing our annual Customer Consumer Show in the Billings, Bozeman and Helena markets. This annual event is a great way for our customers to meet over 35 manufacturers and see the latest office supply, furniture and IT products that can help meet their needs.

The Company has established key partnerships with manufacturers in our industry that further enhances our ability to bring value, service and consistency to our customers. Some of the key partnerships we have are with: United Stationers: United Stationers Inc. is a leading wholesale distributor of business products, with net sales of $5.1 billion. The company stocks a broad and deep line of approximately 155,000 items from more than 1,000 manufacturers on a national basis, including technology products, traditional office products, janitorial and breakroom supplies, office furniture, and industrial supplies. 360 Office Solutions, Inc leverages United Stationers network of 64 distribution centers, and 37 re-distribution facilities that have an average line fill rate of better than 97%, a 99.6% order accuracy rate, and a 99% on-time delivery rate. 360 Office Solutions local stocking program is supported by this network of distribution facilities and provides the customers of 360 Office Solutions access to a depth and breadth of inventory in technology products, traditional office products, office furniture, janitorial and break room supplies, and industrial supplies, and enables the Company to meet the needs of its customers. United Stationers primarily serves commercial and contract office products Resellers and industrial product distributors. Its customer base includes more than 30,000 Resellers such as office products Resellers; contract stationers; office products superstores; computer products Resellers; office furniture Resellers; mass merchandisers; mail order companies; sanitary supply, paper and foodservice distributors; drug and grocery store chains; e-commerce merchants; oil field, welding supply and industrial/MRO distributors; and other independent distributors. They in turn serve many geographic markets and have a diverse end-consumer base. United Stationers also offers its customers an unmatched suite of value-added training and marketing programs, which help to build their businesses.

Through partnership with United Stationers, 360 Office Solutions, Inc., not only has access to one of the largest broad-line assortments in the industry, but also a Total Source one-stop shop with a large assortment of green, Jan/San and MRO products - all available through a single wholesaler that provides an industry leading supply-chain to ensure consistent, timely delivery. United stocks approximately 155,000 products in these categories:


Technology Products The Company is a leading national wholesale distributor of computer supplies and peripherals. It stocks nearly 10,000 items, including imaging supplies, data storage, digital cameras, computer accessories and computer hardware items such as printers and other peripherals. United provides these products to value-added computer Resellers, office products dealers, drug stores, grocery chains and e-commerce merchants.

Traditional Office Products The Company is one of the largest national wholesale distributors of a broad range of office supplies. It carries over 23,000 brand-name and private label products, such as filing and record storage products, business machines, presentation products, writing instruments, paper products, shipping and mailing supplies, calendars and general office accessories.

Janitorial and Breakroom Supplies United is a leading wholesaler of janitorial and breakroom supplies throughout the nation. The Company holds over 20,000 items in these lines: janitorial and breakroom supplies (chemicals, can liners, towels & tissues, cleaning accessories), foodservice consumables (such as disposable cups, plates and utensils), safety and security items, and paper and packaging supplies.

Office Furniture United is one of the largest office furniture wholesaler distributors in the nation. It stocks approximately 4,000 products including desks, filing and storage solutions, seating and systems furniture, along with a variety of products for niche markets such as education, government, healthcare and professional services.

Industrial Supplies With the acquisition of O.K.I. Supply Co. (OKI) in 2012, and CPO Commerce, Inc. in 2014, United increased its industrial supplies stock to over 98,000 items including hand and power tools (new and reconditioned), safety and security supplies, janitorial equipment and supplies, other various industrial MRO (maintenance, repair and operations) items and oil field and welding supplies.

Pinnacle Dealer Group: The Company is a member of the Pinnacle Dealer Group. The group consists of the largest independent office products dealers across the country. This allows the Company to aggregate its volume with other dealers to secure competitive pricing programs from key manufacturers in our industry. Additionally, it allows us access to key members of the executive leadership teams of the manufacturers which enhances our ability to service our customers. Contract Furniture Partnerships: The contract furniture industry is dominated by six major manufactures- Steelcase, Hon, Allsteel (which is owned by Hon), Kimball, Herman Miller and Haworth. The Company has direct relationships with Haworth, Hon, Allsteel and Kimball. Additionally, the Company has established relationships with several secondary manufactures and healthcare products manufacturers such as Nemschoff, Carolina, Lazy-Boy Commercial Furniture, Maxon, St Timothy and Mayline. The breadth of the direct manufacturer relationships allows the Company to meet its customers needs from the board room to the break room, from case goods to panel systems furniture and everything in between.

Copier and Printer Partnerships: The copier industry is dominated by five major manufacturers- Ricoh Corporation, Sharp, Cannon, Xerox and Konica Minolta, with Ricoh having the largest market position. Additionally, in the printer industry the main player is Hewlett-Packard they are the dominant player. The Company has direct relationship with Ricoh along with being a Premier reseller with Hewlett-Packard .


The Company has established a 3 year strategic plan that is used in guiding the Company. The core tenants of this plan are to continue to build a Company that is focused on expanding the value and services it provides to our Customer while at the same time insuring that the Company will continue as a going concern long into the future.

b) Whether Proposer is proposing for a specific State(s) or is proposing WSCA-NASPO wide, provide an outline on how Proposers organization qualifies the organization to

be responsive to the requirements of the RFP. Please include company size,

distribution system, customer service structure, technical licenses or certificates

relative to the product or service being offered.

As discussed above in Section 2(A), the Company has positioned itself to be able to bring value to the State of Montana in meeting its expectations as outlined in the RFQ. Some additional information regarding the capabilities of the Company is as follows:

Company Size The Company has 91 employees spread across our locations in Billings, Bozeman, Helena and Powell, Wyoming. The majority of the employees are located in Billings followed by Helena.

Distribution Capabilities The Company has the ability to provide the Same Day Service to

State Departments in the greater Billings, and Helena markets.

Additionally, the Company has the ability to provide Next Day Service to a significant majority of the State Departments in the various communities across the State. The Company has the ability to provide this level of service due to:

The Billings location is a 58,000 sqf. facility that stocks over 3,000 office supply items The Company has a strategic relationship with United Stationers, whereby the Company

has the ability to access: 7 facilities Over 1,311,000 of square footage of inventory Over $86,800,000 in inventory

The physical investments we have made along with the partnership with United Stationers have allowed us to provide a high service level to the various State users no matter where they are located within the State of Montana.

Customer Service Structure The Customer Service Team reports to Dan Muller. Dan is the President and Shareholder of the Company. Dan has over 26 years of experience in the industry. In addition to leading the Customer Service Team, Dan is the lead Relationship Manager for several of the Companys largest customers, which allows Dan to have real time feedback on what kind of customer service our customers are experiencing.

The Customer Service Team consists of the following:

Billings Team Eight Customer Service Representatives Average years of service is 19 years


4 Representative have over 15 years of experience Helena Team

Two Customer Service Representatives Average years of service is 14 years

Technical Licenses and Certifications The Company has achieved the following designations:

2 Employees are certified Ergonomists 12 Drivers have completed the 360 Customer Service and Awareness Training The Company was recognized as one top 40 Independent Resellers by Proficiency Post The furniture installation team has been certified and trained on HON, Haworth and

Kimball products The copier and printer technicians have earned extensive certifications on Ricoh and HP

copying and printing systems.

c) Please explain how Proposer will manage the business once an award is established. Please explain how Proposer will manage the business if Proposer is proposing for

multiple states. If applicable, please provide examples of how Proposer has done this

previously for large government or private sector accounts.

360 Office Solutions, Inc will conduct Quarterly Business review meetings to monitor the overall performance under the contract and identify ways that the overall value from the contract can be enhanced. These meeting will consist of senior leadership members of the Company. The information that will be reviewed during these meetings:

Quarterly Sales Activity for: The State of Montana Each State Agency Each Department within an Agency

Return activity with explanations Contract Fill Rate Non Contract Fill Rate Total number of orders Source type of orders Average order size range and ranking Sales mix

Additionally, we will develop quarterly action plans that will address:

Cost saving opportunities for the departments Growth opportunities Specific State/Agency or Departments projects that they would like implemented Feedback from end users in the Department on the overall program, what they would like to

change and what additional services or items they would like to add. The Company conducts similar reviews with it current customers. These meetings are valuable in ensuring the relationship is continuing to progress to meet the expectations of both parties.


d) Provide any information that Proposer wishes to submit about the nature of Proposers business and primary business focus. Include information about what makes Proposers

company (not the product) different from competitors.

360 Office Solutions Inc. (the Company) was incorporated as Reporter Printing and Supply Company in the State of Montana in 1946, and has thrived through 69 years of changes, mergers, and acquisitions becoming the state and regions largest Montana owned office furniture, office technology, and office supply resource with over 91 employees in Montana and Wyoming. The Company has continued to grow through seven strategic acquisitions that have allowed the Company to enhance the services and products it provides to its customers. The rapid growth and expansion of the Company resulted in several different cultures coming together without a clear direction and value. Accordingly in 2011, the Company went through a rebranding initiative with its employees to identify its mission, values and strategic direction. The result of the process allowed the Company to identify its mission which is:

To provide value through exceptional customer service, competitive prices and innovative office and business solutions

Additionally, we identified the values which we strive to uphold each day in our actions:

Give the best of ourselves to our peers and customers - everyday Be customer first driven in our decisions Take ownership of our short comings, considering them opportunities to learn, grow and serve

our peers and customers Respond quickly to all requests Respect all people as equals Constantly look for ways to improve quality

Lastly, we changed the name of the Company to reflect the brand promise we provide to our customer each day - Smart Answers Everywhere You Turn. The goal of the Company is to provide solutions that will meet the needs of our customers from the break room to the board room.

e) Provide an overview of Proposers business model. Is Proposer a manufacturer, a reseller, or a distributor? If Proposer is a manufacturer, will the proposer be distributing

its own products, or would distributors sell Proposers products? If

this is the case, please list Proposers authorized distributors in the WSCA-

NASPO States.

360 Office Solutions is a reseller of office solutions. The Company has continued to grow and diversify into various lines of business to increase its ability to provide solutions to the needs of our customers. The Companys strategic direction is to continue to identify lines of business that it can enter into that will allow it to increase its ability to provide solutions. The Company has a clear plan to continue to expand into markets that are contiguous to our current markets.


The shareholders of the Company have established a clear succession plan and direction that will insure that the Company will continue to be a going concern for the next several decades and be able to grow the number of jobs/positions it has for Montana employees.

3 Corporate Information

1. Please provide all of the following corporate information.

a. How long has Proposer been in business?

The Company was incorporated in the State of Montana in December 1945, and has been doing business for 69 years.

a. Is Proposer primary line of business for Office Supplies and Service?

The Companys primary line of business is office products. It accounts for approximately 50% of our business.

b. Are there other related lines of business that Proposer participates in? If so, please list and describe.

The Company offers its customers products and services in the following areas:

We are a contract furniture supplier. We represent several furniture lines: Haworth Kimball Hon Allsteel

Project management services on furniture projects We provide space planning and deign services Asset management and tracking capabilities We represent the Ricoh Copier line and we are an authorized HP reseller Managed Print Services We have a full service technician group which services copiers and printers Provide a full line coffee service and break room products Provide a full array of business imprinted & promotional products Provide installation and furniture movement services Provide a full line of education products, furniture and copier solutions for k-8, high school and

higher education schools. Provide our customers with access to a full line of packing supplies for the warehouse and

shipping needs.


d. Total annual revenue from Office Supplies and Services for the last three

(3) years:

The Summary of the last three years of annual revenue associated with office supplies and related services for the Company are as follows: 2013 2012 2011 Office Supplies $10,360,000 $10,019,000 $9,528,000

h. Name of Parent Company, if any:

360 Office Solutions, Inc. is the parent corporation. There is one subsidiary entity Reporter Transportation, LLC. This is one whole-owned subsidiary that is not an operating entity; it holds the vehicles used by the Company to make its deliveries and installations.

I. Name of Subsidiaries, if any:

Reporter Transportation, LLC.

4. Service and Quality

a) Identify features and capabilities that differentiate Proposer from its competitors.

360 Office Solutions has been a local Montana Company for over 69 years. Some of the key areas that set us apart in our industry are:

We have 18 local sales representatives and 10 customer service representatives in the Billings, Bozeman and Helena markets and the communities between these cities

We will be able to provide face-to face sales representation to each of the States Departments across the State on a consistent call basis

We have the ability to offer Next Day Delivery Service to a significant number of agencies across the State of Montana. We will be able to provide this service to agencies located in the Billings, Bozeman and Helena markets and the communities between these points.

We have the ability to offer Same Day Rush Order Delivery to the State agencies in greater Billings and Helena markets.

We will be able to provide Second Day Service to the other Departments across the State of Montana that are not located in the areas noted above.

The Company offers a fully integrated and comprehensive e-commerce ordering platform. We have local, Montana based, Customer Service Representatives that can assist the

Departments with any questions or concerns


The shareholders of 360 Office Solutions are located in the State of Montana and personally work in their communities to make them better

The Company is a WSCA-NASPO / State of Montana furniture holder for HON and Allsteel. Additionally, we are a Ricoh Copier Solutions Dealer which is also approved on WSCA-NASPO. Accordingly, as our sales team is trained on copiers, furniture and office supplies they will be making sales calls on each of the Departments so we will be able to provide an enhanced level of service to meet the needs of the Departments.

b) What types of Office Supplies and Services does Proposer specialize in?

360 Office Solutions offers a full suite of services for our customers that will also be offered to the Departments/users of the State of Montana. The services that we offer to our customers are: Development of Standards Program: The Company works with its customers to identify the best

value items that will meet their needs and are the lowest cost to the end user. The standards program can be implemented through the use of the on-line system, custom catalogs and the on-line order approval process.

Managed Print Services: The Company provides managed print assessment and analysis for our

customers. The program has delivered to our customers: Improved project workflow Optimized output environment Reduced printing costs Ongoing analysis to understand and optimize the printing environment

Project Management: The Company has an established project management process to insure the

successful completion of a furniture project. The overriding element of successfully completing a furniture project is to insure that there is a communication process established upfront and that the roles and responsibilities of each team member are clearly understood. To insure the successful completion of the projects we have developed a comprehensive project management process.

Architectural Interiors: The Company is a full service specialty subcontracting firm focused on providing movable walls, floors and modular power and data. By combining our high quality and innovative products with our expertise and dedication to customer service, 360 is the foremost provider to implement your every architectural interior requirement.

Design and Specification Process The Company has its own in-house designers that work with our Customers and design firms to identify the various furniture products that are being used in the project. We will produce computer generated designs for all areas including 3-D rendering.

Movable Walls: Moveable walls bridge the gap between architecture and office furniture. Providing the look and function of traditional construction, these flexible elements are sustainable and adapt quickly and easily as business changes. Configure and re-configure without sacrificing great design or creating waste each time you change your space.

Technology + Audio Visual: We understand that technology is constantly changing and recognize the need for your product and space to evolve in this ever changing industry. Furniture and technology integration is just one of many resources the Company has available to you. With Ricoh and HP as suppliers, we are consistently staying in tune with what is changing in the office place.


Ergonomics Lab: The 360 Office Solutions in-house ergonomic lab features adjustable ergonomic products from ESI, Humanscale and others which you are welcome to come use and see the latest products at no-charge. Our ergonomic product selections range from super-adjustable ergonomic seating, keyboard trays, monitor arms, electric height adjustable desks and tables ... even a treadmill workstation. Our Lab is the most practical way for customers to sample and adjust a wide variety of workplace ergonomic products before purchasing.

Relocation & Move Management: We specialize in understanding that relocations and moves are not just about buying new product or changing the layout, but about it being good business to analyze your assets as a whole and how they are being utilized in your space. We offer this service to help you get the most out of your furniture investment.

Asset Disposal and Recycling: A core focus of 360 Office Solutions is sustainability. Therefore we support our clients by giving them choices when the life cycle of their existing furniture is over. We can come out and review the condition of your existing furniture and discuss options.

Rental Furniture: The Company can also coordinate in the rental of temporary furniture in the event of any unexpected delays or intermittent large staff events. We offer lobby furniture, systems, office furniture, banquet tables and much more.

c) How much visibility will the WSCA-NASPO Participating States accounts have at Proposers company in terms of a specific management level?

360 Office Solutions, Inc., will have the following senior leadership members assigned to mange the relationship with the State of Montana and WSCA-NASPO Ralph Kuney Shareholder, Vice President Ralph will be the primary contact for the State of Montana for this contract. Ralph has been in the industry for over 22 years. Ralph will responsible for the quarterly reviews along working with the sales team members that are assigned to the State of Montana. Ralph will visit the Department across the State at least twice a year to insure the customer service level and overall experience are meeting the expectations of the end users. We will work with individual agencies and provide the level of service based on their needs. Frank Cross, Shareholder, Chairman - Frank is responsible for the contract/mid market operations of the Company and has over 35 years experience in the industry. Frank will participate in the quarterly reviews as needed to speak to the furniture aspects of the contract and drive any goals and expectations the State of Montana. Craig Bartholomew, Shareholder, Secretary and Treasurer - Craig is responsible for the overall operations and direction of the Company. Craig has been in the industry for 13 years. Craig will insure the operational expectations of the contract are achieved. Craig will participate in the quarterly reviews. Additionally, the following individuals will be supporting the execution of the contract across the State: Individual Position Years with Company Craig Nielsen Director of Operations 1 year (20 years in our industry) Paul Before Director of Sales 13 years Brenda Sommerville Furniture Project Manager 25 years Kathy Pierce Advertising Manager 24 years


Dan Muller Customer Service Manger 26 years Bob Ranford Warehouse Manager 11 years Carol Schladweiler Accounting Manager 38 years Vic Shay Regional Sales Manager 27 years

5. Supplier Staffing

1. How many staff does Proposer employ? Total number and location of sales persons employed by Proposer:

The Company has 91 employees across its entire operation. One of the key strengths of the Company is the years of experience of the employees. The following is a graph illustrating the years of service of the employees: Years of Service Number of Employees 0 to 5 years 42 6 to 10 years 15 11 to 20 years 15 21 to 30 years 11 30 plus years 8 The Sales Representatives are located across the State of Montana as follows: Location Number of Sales Representatives Billings 11 Helena 4 Bozeman 3

2. Provide an overview of the geographical locations of Proposer for each of the following.

- Manufacturing facilities.

- Distribution outlets.

- Support or training centers.

The Companys primary marketing area is the entire state of Montana, and the northern tier of Wyoming. The Company has the following physical locations:

Helena, Montana Consists of a 10,000 sq ft facility, with two full time furniture installers, and two full time delivery drivers.


Bozeman, Montana Consists of a 5,000 sq ft facility with a one full time delivery/installation driver,

Powell, Wyoming Consists of a 7,000 sq ft facility, with one full time delivery/installation driver,

Billings, Montana our Corporate Headquarters - Consists of a state of the art 58,000 sq ft facility including: Ergonomics Lab Ten full time office furniture installers, who are certified in the systems and product lines

indicated on our product line sheet Nine full time delivery drivers.

The Company is supported through a strategic partnership with United Stationers. The relationship allows the Company to access and use the logistic capability of United Stationers to meet the needs of our customer. The facilities that the Company will work with to support the relationship with the State of Montana are: Location Facility Size (sqf.) Inventory Investment Denver, Colorado 240,976 $14,000,000 Salt Lake City, Utah 113,302 $5,700,000 Sacramento, California 248,000 $16,200,000 Los Angeles, California 287,655 $40,000,000 Seattle, Washington 103,237 $10,900,000 Portland, Oregon 109,435 $5,900,000 Minneapolis, Minnesota 210,468 $15,900,000 The Company has a formal training facility located in its corporate offices in Billings, Montana. The facility will handle up to 30 users at a time. Additionally we have conducted training at our locations in Bozeman and Helena for smaller groups along with on-site training classes at our customer locations.

1. Are major changes (acquisitions, re-structuring, alliances, joint ventures) taking place in Proposers organization? Please provide as succinct an answer as possible since the

State is only asking for very critical issues that might significantly impact the

evaluation of the Proposal.

No major changes

2. Has Proposer been part of any legal proceedings (actual suits by or against Proposers company) either currently or in the past? If so, please briefly describe them.

The Company has not been sued by any of its customers or suppliers. In 2011, the Company did sue an entity for failure to pay for the goods they received. The Company won a judgment in State Court and eventually was paid for the products provided.

3. Please provide indication as to whether Proposer has been or is the subject of a bankruptcy or insolvency proceeding or subject of assignment for benefit of creditors.


The Company is not the subject of a bankruptcy or insolvency proceedings. 7. Financial Statement/Fiscal Stability

Proposer must include a brief description of Proposers experience with, and current strategies

for, ensuring that the Proposer conducts business in a fiscally responsible manner and remains

financially solvent through the proposed Price Agreement period. If Proposer is a corporation

(as opposed to an individual): identify the staff or board members that have fiscal

responsibilities; and include a copy of the Proposers last fiscal review or audit, or , if the

Proposer is a new business, include a copy of a business plan completed within the last year.

The Company takes fiscal management of the Company seriously. The Company has defined processes that drive its fiscal management responsibilities. Some of the key processes that are in place are:

The Company has a formal closing process each month that involves the following: Income statement variance analysis to budget and to prior year Balance sheet account review Sales detail review by source as compared to budget and prior year

The Company has a formal budget setting process The Company will perform projects based on actual performance starting in the second quarter The Company has an annual review done by an independent accounting firm. See Attachment C-1-Reviewed Financial Statements..

The financial information is reviewed monthly by the shareholders of the Company The financial management of the Company is the managed by the following individuals:

Craig Bartholomew. Craig is a shareholder and serves as the Companys Treasurer. Craig is a CPA. Prior to joining the Company, Craig worked for 7 years with KPMG in the assurance practice and was the controller and principal accounting officer for PPL Montana, which is an independent power producer.

Additionally, the Company has four additional individuals that are part of the accounting team. Two of the individuals are CPA and one has public accounting experience. The Company maintains a transparent relationship with it primary bank and they are updated on a quarterly basis as to the status of the Companys financial performance. See Attachment C-2-Financial Institution Letter. Lastly, as discussed earlier 360 Office Solutions has a strategic partnership with United Stationers. Accordingly, it is important for the State to understand the financial strength of United Stationers, Inc. The company is an SEC registrant, accordingly, their financial information is open to the public. The filings with the SEC and their latest financial information can be found at the following link: http://investors.unitedstationers.com/CorporateProfile.aspx?iid=4425523


State of Oregon

RFP # 102-2035-13

Office Supplies and Services

Attachment D Mandatory Requirements and Desirable Criteria

Proposer Company Name: 360 Office Solutions

Proposer Contact Name: Craig Bartholomew

PART 1: MANDATORY REQUIREMENTS 1. Is the Proposer offering products to all WSCA-NASPO Participating States?

No

2. Is the Proposer offering products only to an individual State or to several States (but not all WSCA-NASPO States)? If a Proposer submits a Proposal for a single State or several States, the Proposer must identify the single

state(s) in its proposal: STATE OF MONTANA

Note: If Proposer is only proposing for a specific State, the Proposer must respond to and meet all of the

Mandatory Requirements and are strongly encouraged to provide responses to all the applicable Desirable

Criteria in Attachment D. If any questions relating to the Mandatory Requirements are missed or there is no

response, Proposer may not be considered for an award, some responses must appear on this form as indicated

and some responses should appear on separate sheet(s).

DAS PS reserves the right to make multiple awards, or to award in whole or in part, if deemed to be in

the best interest of the WSCA-NASPO Participating States.

3. PRODUCT CATEGORY DESCRIPTIONS There are two tracks, Proposers must propose all items for each category within each track proposed.

1. There is a Standard Office Supplies Track, which will consist of a full-line of office supplies including some that meet the minimum environmental specifications for each product category as detailed below).

2. There is a Green Office Supplies Track, which will consist only of products that meet the minimum environmental specifications for each category as detailed below.

Proposers may choose to propose for both Track 1: Standard Office Supplies and Track 2: Green Office Supplies or Proposers may choose to propose only for the track they are most qualified such as Track 1 only or Track 2 only. Proposers must identify the track or tracks they are proposing.

Is Proposer submitting an offer for Track 1: Standard Office Supplies?

Yes


Is Proposer submitting an offer for Track 2: Green Office Supplies?

Yes

CATEGORY LISTING BY NUMBER AND DESCRIPTION

The Category list below includes the estimated spend for the year 2013, for the current WSCA-NASPO

Participating States, by including the estimated spend by category it is intended to provide Proposers the ability

to understand what the potential spend might be by category, the categories below include items that may be

considered green. The estimated spend is in no way a guarantee and should not be considered an actual total

dollar spend for the future.

Category Description Total Annual Spend

1 Adhesives, Glues, Glue sticks, Adhesive

Removers $107,141.57

2 Dictionaries, Thesauruses, Diaries,

Tickets, Reference Sets, etc. $14,775.10

3 Archive Boxes, Cardboard Boxes,

Storage Containers $434,072.74

4 Award Frames, Displays, Plaques,

Certificates $190,408.66

5 Badges, Badge Holders, Lanyards $184,958.90

6

Batteries, Chargers, UPS Power

Supplies, Surge Protectors, Extension

Cords

$761,548.40

7

Binder Clips, Paper Clips, Panel Clips,

Pushpins, Thumbtacks, Safety Pins,

Rubber Bands, Scissors, Shears, Cutters,

Trimmers, Hole Punches

$758,451.02

8 Binders, Combs, Rings, Spines $1,544,571.35

9 Book Cases, Book Ends, Book Shelves $131,966.54

10 White Boards, Bulletin Boards, Cork

Boards, Easels, Poster Boards, Display

Rails

$942,130.49

11

Appointment Books, Phone Message

Books, Statement Books, Fax Message

Books, While You Were Out Books,

Forms, Calendars, Deskpads, Refills,

Planners

$1,349,862.66

12 Garbage Can Liners, Shredder bags $131,386.97

13 Carts, Handtrucks $150,655.49


14

CDs, DVDs, Cassette Tapes, Tape

Cartridges, CD and DVD Cases, CD and

DVD Storage, VHS Tapes, Computer

Disks and Diskettes, CD Mailers,

Ribbons, Computer Bags and Cases,

Camera Film, Photo Paper, Camera Bags,

Camera Cases

$823,607.47

15 Chair Mats, Door Mats, Floor Mats,

Anti-fatigue Mats $365,334.89

16 Clocks, Hooks, Lamps (including Desk

Lamps and Light Bulbs) $165,433.36

17 Correction Fluid, Correction Tape,

Correction Pens $257,833.87

18 Food Service Ware: Cups, Spoons,

Forks, Plates, Bowls $240,963.97

19

Breakroom Cleaners: Dusters, Computer

Air Dusters, Wipes, All Purpose

Cleaners, Bathroom Cleaners,

Disinfectants, Sanitizers, Hand Soaps,

Glass Cleaners, Air Fresheners, Dust

Pans, Stainless Steel Cleaners,

Microfiber Cloths, Kitchen Cleaners,

Furniture Cleaners and Other Cleaning

Supplies

$833,944.60

20 Chalk Erasers, Dry Erase Erasers, Chalk

$62,293.41

21

Calculators, Digital Voice Recorders,

Typewriters, Cameras, Fans, Heaters,

Laminators, Shredders, Pencil

Sharpeners, Air Cleaners

$894,335.74

22 First Aid, Hand Lotions, Hand Sanitizers,

Pain Relief, Gloves, Safety Supplies

$342,010.16

23 Headsets, Headset Accessories,

Headphones $541,694.17

24

Ink Pads, Refills, Calculator Ink, Stamps,

Calculator Spools, Adding Machine

Tape, Cash Register Tape, Wide Format

Paper Rolls

$280,887.53

25 Knives, Cutters, Blades, Scrapers $11,575.89

26 Labels, Label Makers, Label Holders $1,505,891.57

27 Mailing Tubes, Mailing Tubs, Packaging,

Envelopes, Fingertips, Letter Openers,

Moistener, Butcher Paper

$1,142,377.96

28 Markers, Highlighters, Felt Pens $982,035.76

29 Mice, Keyboards, Wristrests, Keyboard

Pads, Mousepads, Keyboard Trays,

Speakers

$594,172.47


30 Paper: Notebooks, Notepads, Pads of

Paper, Sticky Notes, Easel Pads, $1,867,530.80

31 Office Organizers, Inboxes, Copyholders,

Pen and Pencil Holders, Wastebaskets,

Drawers, Desktop Shelves

$673,591.24

32

Paper (including Copy Paper except for

paper in category 49, Writing Paper,

Stationery Paper, Color Paper, etc.)

$2,674,067.51

33 Pencils, Pencil Erasers, Mechanical

Pencils, Lead Refills, Pens, Pen Refills $2,363,364.56

34 Protractors, Rulers, Yardsticks,

Compasses, Engineer Triangles,

Measuring Tapes

$65,700.92

35

Report Covers, Files, File Folders,

Pocket Files, Portfolios, Jackets, Inserts,

Folder Frames, Dividers, Wallet Files,

File Guides, Index Cards, Business

Cards, Card Holders, File Indexes, Tabs,

Ledgers, Tab Reinforcements, Tags,

Sheet Protectors, Letters, Numbers,

Fasteners, Fastener Bases, Clipboards,

Flag Tape

$4,440,441.44

36 Signs, Sign Holders, Flyer Holders,

Racks, Literature Displays, Name Plates

$208,810.47

37 Staplers, Staples, Staple Removers $814,534.91

38 Storage Cabinets, Filing Cabinets, File

Storage Systems, Rails $454,841.24

39 Tape, Tape Dispensers, Embossing

Tape, Velcro Products $890,972.44

40 Breakroom Paper Products: Tissue,

Paper Towels, Napkins $796,121.02

41 Toner Cartridges, LaserJet HP Brand

only including High Yield

$8,954,162.36

42 All Other HP Brand Toner and Ink

Cartridges, Fusers, Kits, Drums

$2,791,723.77

43 Toner and Ink Cartridges, Fusers, Kits, Drums, All Other OEM Brands

$3,768,770.02

44 High Yield, Remanufactured and Bio-

based Toner and Ink Cartridges

$758,494.30

45 Transparency Film, Transparency Paper,

Laminating Supplies, Laminating

Pouches

$639,965.27

46 USB Drives, Flash Memory, Zip Disks $271,862.36


New 47

"School Supplies": Art Paper, Art

Supplies, Construction Paper, Crepe

Paper, Paint, Game/Learning Tools,

Crayons

$10,793.95

48 Un-Categorized Spend

$3,998,874.63

49 Paper Price (Based on RISI) (Including

Recycled-Content Paper) $9,705,282.00


PART 2: MANDATORY MINIMUM REQUIREMENTS

For each requirement in Part 2: Mandatory Minimum Requirements, Proposers are required to provide a

detailed response to demonstrate Proposers ability to meet the requirement. If additional pages are necessary to

provide an explanation Proposer will need to make sure that each response is numbered and in the same order

below. Also see Attachment D Supplemental (Spread Sheet):

1. Key Persons: Proposer must identify Key Persons who will be responsible for this Master

Agreement, including their resumes of background, experience, and expertise related to the Master

Agreement and WSCA-NASPO Participating Addendums. Each of Proposer's key personnel working

on this Master Agreement must have at least one year of experience in providing services related to

an Office Supplies and Services Master Agreement.

Submit a listing of each person that will be dedicated to account management along with the

key executive personnel that will be supporting the WSCA-NASPO Master Agreement(s). Senior Management Members _______________________________________________________________________

Name: Ralph Kuney Position: Vice President and Shareholder Years with Company 13 Years Years in the Industry 22 Years Contact Information: Email: [email protected] Direct Line: 406.869.0481 Education:

Helena College of Technology Professional History:

Montana Office Solutions Founder and Owner. The company was headquartered in Helena, Montana and sold office supplies and furniture. Merged it with 360 Office Solutions

Boise Office Customer service and Retail Manager. Responsible for the customer service and retail operations for several branch locations

Industry Experience: Started and operated own Office Supply, Furniture, Machine business for 10 years

Community Involvement: Helena Kiwanis CR Anderson Middle School Booster Club

_______________________________________________________________________ Name: Craig Bartholomew Position: Treasurer and Secretary & Shareholder Years with Company 13 Years Years in the Industry 13 Years Contact Information: Email: [email protected] Direct Line: 406.869.0425 Education:

Certified Public Accountant Masters of Taxation University of Utah Bachelor of Science University of Utah

Professional History: PPL Montana, LLC - Controller and Principal Accounting Officer. PPL Montana is an independent power

generation located primarily in the State of Montana


KPMG, LLP Senior Audit Manager. In the assurance practice focusing on clients in the financial services, transportation and construction industries

Industry Experience: Past Chairman and Board of Director of Independent Stationers, Inc Board Member of Pinnacle Affiliates Dealer Group Member of the United Stationers Dealer Advisory Council

Community Involvement: Past President of Associated Employers of Montana Board Member of Rocky Mountain College Audit committee Past President of the Foundation Board of St Johns Lutheran Ministries Billings Clinic Classic Volunteer Past Chairman Billings Catholic Schools Mayfair Annual Gala Active member of St Patrick church

_______________________________________________________________________ Name: Paul Before Position: Director of Sales Year with Company 13 Years Years in the Industry 13 Years Contact Information: Email: [email protected] Direct Line: 406.869.0401 Education:

Bachelor of Science Montana State University Professional History:

XTRA Lease - Operations Manager - Xtra Lease is the leader in the trailer leasing industry with over the road and intermodal trailers, and steamship navigation containers

Levis Strauss & Co - Print shop asst manager-printing industry - Brittania, Esprit, and Levis companies Industry Experience:

Sales rep in the industry 12 years United Stationers Dealer Training achievement of sales training certificates

Community Involvement: Peaks - People Everywhere Are Kind & Sharing - raise money for cancer patients Arrowhead Little League - Volunteer Billings Catholic Schools Mayfair Annual Gala Volunteer and Fundraiser Golf Tournament Volunteer Billings Public Schools - Newman Elementary & Arrowhead Schools Volunteer reader

_______________________________________________________________________ Name: Craig Nielsen Years with Company 1 year Years in the Industry 20 Years Contact Information: Email: [email protected] Direct Line: 406.869.0465 Education:

Bachelor of Science, Business Management Almeda University Professional History:

360 Office Solutions - Director of Operations - Oversight of business warehouse, delivery, furniture installation and purchasing

Westinghouse Electric Nuclear Fuel Facility - worker and supervisor for spent nuclear fuel from the US nuclear naval fleet

EG&G Idaho - Radioactive High Bay Facility Manager - Research of Three Mile Island reactor core and dry storage fuel cask testing


Corporate Express - Regional Vice President Operations - Operational oversight of regional warehouse, purchasing, customer service, retail and furniture installation

Independent Stationers - National Dealer Field Support Manager Training independent dealers on business operations

State of Utah - Warehouse General Manager - Oversight of State of Utah distribution and operation of 15,000 pallet storage facility

Industry Experience: Most efficient warehouse in the US Corporate Express 3 years Most efficient distribution in the US Corporate Express 2 years Consulting with 700 dealer buying group on warehousing & operational efficiencies Multi State retail store and cross dock operation

Community Involvement: Scout Coordinator Boy Scout Troop Boy Scout District Eagle Scout Chairman Active member of LDS church Volunteer work 2 years in Great Britain

_______________________________________________________________________

Proposer must provide a toll-free telephone number and a listing of the following personnel, along

with their years of industry experience and years of employment with Proposers organization, who

will be supporting the Master Agreement and the WSCA-NASPO within each Participating State:

a. Administration and Management

b. Sales and Sales Management

c. Customer Service Agents All the individuals listed below can be reached at through our toll free number of: 1.800.227.5133 Administrative and Management:

Bonnie Juhl, Operations Specialist Bonnie is responsible for the administration and day to day operations related to the Companys largest customers. Bonnie has extensive knowledge related to our e-commerce system providing set up, training and support, maintaining on-line laundry lists and custom catalogs, and providing monthly and quarterly reports. Bonnie has been in the industry for over 42 years and with the Company for 40 years.

Randy Mehling, Data and Integration Specialist Randy is responsible for contract management for all enterprise accounts. Additionally, Randy assists with training for our e-commerce system, production of custom catalogs and customer reporting. Randy has been in the industry and with the Company for just over 9 years.

Sales and Sales Management:

David Mergenthaler, Sales Consultant David is a sales consultant in the Helena market. He handles several of the State of Montana Agencies currently. David has extensive experience in providing solutions for customers office supply needs. David has been with the Company for 14 years and been in the industry for 32 years. David has volunteered his time to coach little guy baseball and youth football. He is active with the Helena Chamber of Commerce, Family Promise and the LDS Church.

Jeremy Turner, Regional Sales Consultant Jeremy is responsible for the sales operation in Bozeman, Montana. Jeremy is originally from the Flathead Valley area. Jeremy has extensive knowledge in the both the office products industry and the office/contract furniture industries. Jeremy is well versed in GSA and cooperative contracts like WSCA, TCPN, National


IPA and others. Jeremy has been with the Company for 9 years and in the industry for 25 years. He is a 6-year member of the Bozeman Rotary Club; just completed a one-year term as its president and continues to serve on the board of directors.

Jennifer Griffen, Sales Consultant Jennifer is a sales consultant in the Bozeman market. She handles larger enterprise accounts in the Bozeman market as she has extensive experience which allows her to provide office supply solutions for her customers. Jennifer has been with the Company for 11 years and been in the industry for 23 years. She and her family are involved with The Bozeman School Foundation, Bridger Bowl Ski Area and DREAM Montana.

Andy Kurokawa, Sales Consultant Andy is a sales consultant in the Billings market. He has extensive experience selling to agencies of Federal Government under the FSSI (Federal Strategic Sourcing Initiative) contract which is held by Independent Stationers, which the Company is an affiliate member of. Additionally, Andy works with several of the Tribal entities located in eastern Montana. He has been with the Company and in the industry for over 9 years. Andy and his wife have been active in American Cancer Society - Relay for Life.

Customer Service Representatives: Toni Sannon, Customer Service

Toni is part of the customer service team that is responsible for providing detailed product information, pricing, and delivery information and assists with returns and custom orders. Toni has been in the industry for over 31 years and with the Company for 21 years. She is a trusted and knowledgeable contact person for our customers.

Snooks Vance, Customer Service Snook is part of the customer service team that is responsible for providing detailed product information, pricing, and delivery information and assists with returns; custom orders and is the lead person on the Companys break room program. Prior to joining the company, Snooks was responsible for Customer Relations for a local financial institution. Snooks has been with the Company and in the industry for approximately 8 years.

Kate Harp, Customer Service Kate is part of the customer service team that is responsible for providing detailed product information, pricing, and delivery information and assists with returns, custom orders and assists with our e-commerce user set ups. Prior to joining 360 Office Solutions, Kate worked in the retail industry assisting customers with their purchasing decisions. Kate has been with the Company and in the industry for over 7 years.

2. Website, Online Catalog and Ordering Capabilities:

2.a Proposer must describe its web capabilities and provide information about its ordering website.

360 Office Solutions provides a website with access to the on line ordering system. The on line ordering system offers customized solutions based on the customers product needs, ordering and approval process, delivery expectations, and order history. The site is password protected and can be accessed immediately from any computer with internet access after log in credentials have been established. The on line catalog includes photographs and alternate views of items, and detailed descriptions with product specifications. Over 40,000 products are available on the site, but individual users can be assigned a limited subset of the entire offering. Product availability is indicated, and the list price, contract price, purchasing unit


of measure and packaging information are included along with other key attributes. Icons will indicate green status, SDS (Safety Data Sheet) availability, best value items, and assembly requirements. In the Search function, attributes can be used to filter the search to brand name, Green status, and other product characteristics. Custom items may also be added to the site at the customers request. Key Features: Inventory Status and Price: Product availability will be displayed as well as the contract price as the order is being placed. Favorites Lists: The site provides easy access to customers Favorites Lists of frequently purchased items. The customer is directed to their most common items quickly and efficiently. Favorites Lists can also be shared by department or account saving duplication of work and insuring all users assigned the list have access to the agencys approved standards. The lists can also be printed and distributed to others who do not have access to order on line. This eliminates errors, and all end users will be using pre-approved products creating a Standards Catalog for the office or department. Machines Favorites Lists: The Ink and Toner Finder can be used to locate supplies for office equipment, and in addition the machine can be saved as a Machines Favorites List to bypass the search in the future. The next time supplies are needed, the end user opens the Machine List, selects the saved machine and the products for that machine will automatically display and can be added to the cart. It is also easy to remove machine supplies simply by deleting the machine list eliminating the possibility of deleting the wrong items out of the many items on a Favorites List or reordering the supplies that are no longer needed. Thus resulting in fewer returns, credit invoices, and downtime waiting for the correct supplies to be reordered and delivered. Laundry Lists: Laundry Lists are additional Shopping lists created by 360 Office Solutions. They are assigned to the customer to direct them to the most cost effective items and items in stock. This reduces time spent comparing items and filtering, making the shopping experience quick and efficient. Order Acknowledgements: As soon the order is submitted, a confirmation email is sent to the customers email address. An Order Summary will be displayed after the order is submitted and can be printed or saved by the customer. If approval is needed, an email is sent directly to the approver for approval and when approved and submitted, an email notification is sent to the end user and approver. Order Approval and Order Limits: An order approval process can be established to provide order limits and approval based on the individual user, or by department. Also, limits can be established for products available to end users for purchase or by dollar value of the order. Multi-Department/Cost Center Ordering: The system supports multiple locations and departments or cost centers within the same account using one log in. Individual user profiles can be set to allow access to all departments or cost centers, or can be limited to only one or a subset of the available cost centers. Orders can be entered by department and will arrive pre-sorted and invoiced by department or cost center. They will be delivered to the appropriate department and location by 360 Office Solutions delivery personnel. No sorting or re-distribution needed. Saved Orders: Ability to save orders, and reopen at a later time to submit. This allows consolidation of orders and diminishes confusion with multiple orders and invoices to be processed. Order History and Order Status: Order history can be used to reorder items previously purchased, and also to add frequently purchased items to Favorites Lists. Order Status shows orders being processed, out for delivery, and also which items have been delivered and those that are still in transit. Alternate Item Availability: If an item has an alternate stock item available that is lower in price than the original item selected, it will be shown directly below the original item showing the price and availability. The end user can choose the alternate or the original item and add to the cart. 360 Office Solutions guarantees satisfaction of all alternate items and will gladly issue credit if an alternate item is found to be unacceptable for the users application. Technical Support:


Chat Line and online help: For immediate needs, the end user can access Customer Service using the Live Chat feature. Customer Service is immediately on line with the end user to address product, navigation, or log in questions. Help Button: Many of the pages on the site have a Help Button or Tip Button to aid in the navigation for that page. A complete Help Database is also available on the site for complete answers on all topics of the site. Customer Service: The end user may phone in questions via a toll free number or contact customer service by email. All Customer Service support is offered during normal business hours from 8:00 a.m. until 5:00 p.m. Contact Customer Service via Live Chat, telephone, or email for any of the following:

Confirming Item Availability Additional Product Information or Pricing Questions Providing Item number cross references Delivery time of orders Tracking back orders Placing an order Expediting Same Day Delivery orders in Billings and Helena Hard to find item sourcing and sourcing for additional items not found in the online catalog. Billing Inquiries

Local Sales Consultants: Your local sales consultant is available Monday through Friday from 8:00 a.m. until 5:00 p.m. Additionally, Sales Consultants are available to meet with customers on weekends or off hours to handle the needs that they have. They can provide training, technical assistance, product and pricing information, samples, catalog distribution, and assistance with furniture or ergonomic needs.

2.b Proposer must provide a URL with ordering capability. Failure to do so may result in the rejection of the Proposal.

URL: http://www.360-os.com

2.c Proposer must provide an online catalog with help function, order tracking, and related prompts that

opens automatically to an items description, part number, catalog price, contract price and photo.

The online catalog provides complete information on all products including description and specifications, item part number, catalog price, contract price, availability, buy unit of measure and packaging information, and photographs of the item. The items can be accessed through the Search function with item number or keywords, or by category with the Browse Catalog navigation bar. A Help Button or Tip Button is available on most pages with pop up information on that page, plus a link to the Help Database with complete information on all topics related to the shopping site is available on the bottom navigation bar. The Order History function displays orders by date, but the search function also can be used to search by item number, customer purchase order number, department or cost center, or invoice number. Orders in order history can be viewed to show the detail of the items ordered, description, pricing, and billing and shipping information. The order can be printed from the Order History Page for a hard copy record. The order can be opened to allow items to be reordered or added to Favorites Lists and links are provided to the complete item description and photograph.


The Order History page also indicates the status of an order including delivery status, items in transit, and quantity of items ordered and delivered, and quantity of items remaining to be delivered.

2.d The online catalog must include information about all of the products that the Contractor has been

awarded, but no more. Contractors awarded a Master Agreement for Track 1: Standard Office Supplies must provide an online catalog for these items. Contractors awarded a Master Agreement for Track 2:

Green Office Supplies must provide an online catalog only for those items that meet the environmental specifications for this Master Agreement. Contractors that are awarded Master Agreements for both Track 1 and Track 2 must provide a single online catalog listing products in each category. Whether on

Track 1 or Track 2, all Contractors online catalogs must include labels identifying products that meet

the environmental specifications for this Master Agreement. Both tracks must include the current

contract price for all qualifying items.

The on line catalog includes information and contract pricing for items included in the Categories in Standard Office Supplies Track and the Green Office Supplies Track. If awarded both Track 1 and Track 2, a single on line catalog will be provided. If awarded only one track, the on line catalog will be limited to just the items in the track awarded. The items that are listed in the Green Market Basket section will also be labeled with a Green label and information regarding the environmental specifications will be listed in the product description

2.e Online ordering capability must be available to all authorized users within 60 days of the

execution of the Master Agreement(s).

On line ordering capability will be available within 60 days of the execution of the Master Agreement providing all information required including Users, User contact information (first name, last name, phone, and email), user access level and limitations if required, Account and Department billing and delivery addresses, and approval requirements and designated Approvers contact information are provided within 10 days after the execution of the Master Agreement.

2.f Online orders placed by 4:00 pm must qualify for delivery within 2 business days for the WSCA-

NASPO entity who signs a Participating Addendum.

On line orders placed by 4:00 p.m. Mountain Time will qualify for delivery within 2 business days. Delivery will be made by 360 Office Solutions delivery personnel, for offices outside the normal delivery area, by common carrier or parcel courier service.

2.g Customer service agents and technical support staff must be available to handle all orders and mitigate all order-related technical issues from 8:00 am to 5:00 pm across the nation per the

Participating States own time zone for each WSCA-NASPO entity that has a Participating

Addendum. In addition, this can be negotiated by each Participating State.

The 360 Office Solutions Customer Service Team is available to handle orders, product and pricing inquiries, delivery status, billing inquiries, back order status, and returns and replacement orders from 8:00 a.m. through 5:00 p.m. Mountain Time.

2.h The Proposers online ordering system must provide each WSCA-NASPO entity that has a Participating Addendum the ability to create specific online order platforms at the agency level (i.e.,

ordering platforms that allow for agency-specific items to be blocked).


The 360 Office Solutions online ordering system can support departmental or agency level product lists that can limit individuals or departments to order only items on the approved agency or departmental list. The ability to block items is available at the department or cost center level and account level. The items can be blocked by individual item number, product class code, or category. A Standards Catalog can be created for each agency or department as requested based on information provided by the agency or order history as orders begin to be placed through the system.

2.i The Proposers online ordering system must identify the environmental certifications (e.g., ENERGY STAR, Forest Stewardship Council (FSC), Green Seal, UL/EcoLogo, US EPAs Design for

Environment (DfE) Recognition, etc.), amount of total and post-consumer recycled content, and/or

other environmental attributes of the products consistent with the environmental specifications for this

Master Agreement). Whenever available, the Proposers ordering system must provide a link to the

certification document verifying the environmental attribute(s) of the product.

The online ordering system identifies items with environmental certifications with an icon or label when the item is displayed. The product specifications detail the specific certification the product carries. In addition, the search function offers filters for attributes such as recycled content-both pre-consumer and post-consumer content and total, and compliance certifications including FSC Certified, Green Seal Certified,, Green-e Certified, SFI Certified, Energy Star, ISO-9001 Certified, ISO-14001 Certified, Rainforest Alliance, UNFCC registered, CPG (EPA Comprehensive Procurement Guideline), UL/Eco Log, DfE.

2.j Upon request by a Purchasing Entity, Proposers must agree to provide a hardcopy catalog and updated contract price guide throughout the life of this Master Agreement.

A hardcopy catalog and contract price list can be provided to any department or agency at their request throughout the life of the Master Agreement. A hardcopy catalog can be ordered through the online system. 360 Sales Consultants can also deliver the catalog.

2.k Proposer must identify all of the methods of payment it will accept under this Master Agreement.

Checks:

Credit Cards:

VISA: _________

Master Card: ____

Other Credit Cards:

Direct Deposit (e.g., ACH)

Purchase Orders: _______

Retail Connect Card:____

Cash (for walk-in orders)

Other:

The methods of payment accepted:

Checks from a State Entity Credit Cards Accepted:

o VISA o Master Card o American Express


o Discover Direct Deposit (ACH) EFT-(Electronic Funds Transfer) Cash (for walk-in orders at our Retail locations) Money Orders Cashiers Check

2.l Credit card information/numbers cannot be stored within the online ordering system. Does Proposer have online security measures that provide such protection?

Yes

Yes. Also, the individual user settings can be set to not allow the credit card information numbers to be stored n the online ordering system.

3. Detailed Ordering Methods

3.1. Proposer must provide a detailed description of the various methods by which a Purchasing Entity can

access product information and pricing to ensure the category discounts are applied to the contracted items.

The toll free number is 1.800.227.5133. The toll free number is answered by the 360 Office Solutions Customer Service Team during normal business hours from 8:00 a.m. until 5:00 p.m. The calls are answered immediately by a member of the Customer Service Team and there is usually no wait time. 360 Office Solutions has established a wait time of less than three (3) minutes. When calling the toll free number, the services provided are:

Item Availability Additional Product Information or Pricing Questions Providing Item number cross references Delivery time of orders Tracking back orders Placing an order Processing returns and reorders Expediting Same Day Delivery orders in Billings and Helena Hard to find item sourcing and sourcing for additional items not found in the online catalog Billing Inquiries

Access to the online ordering site offers the ability to find product information, availability, pricing and to place orders outside of the normal business hours.

3.2. Describe Proposers overall internet online ordering capabilities. At a minimum, describe how

Proposers website can provide the following:

a. Adhoc reports

Adhoc reports are available at the States request. The Company utilizes many tools to provide extensive reporting capabilities. Reports are generally provided in an Excel format but other formats such as .pdf and .csv are available and utilized by customers upon request. The Company employs a staff of experienced people with 50 combined years of experience in our systems and tools who are dedicated to providing information to


our customers. These reports include but are not limited to usage reports for standard and custom time frames, advanced order statistics such as top item usage, usage by account and department, order size, fill rate, and product category spend.

The Acsellerate CXi customer reporting module is an external reporting tool that gives direct access live/up to date product usage reports, account and department sales reports down to the user level. This tool can be accessed through any internet connection.

b. Tiered approval and tracking

Order approval in 360s online order entry system provides the ability for flexible and powerful order control by the State. It features:

Line Item Limits

Order Limits

Multiple Approval Levels

Approval/Denial Of An Entire Order

Approval/Denial of Individual Line Items

Ability to Add, Delete, or Modify Items On The Order To Be Approved

Email Notification Of An Order To Be Approved

Email Notification Of Approval Status Changes (e.g., the order is approved or denied)

Approval Transfer Feature allows the approver to go on vacation or assignment and delegate approval authority to another approver

c. Account order history that is:

(i) Sortable

(ii) Searchable

(iii)Downloadable

(iv) By time line

Order history is available directly from the online ordering system. This order history is sortable and searchable by date, invoice number, item number, and purchase order number. The print feature offers a printer-friendly formatted report and also allows the user to download the report and save it to disk.

d. Tracking of orders/status information

The order history screen displays an icon with the order status. The status displays whether the order is being processed, out for delivery, or delivered. The icon may be hovered over to provide a text description of the status.

e. Ability to view/print usage


The order history screen allows the purchaser the ability view and print out item usage as a .pdf. Additionally, the CXi reporting tool described in 3.2.a is available upon request which provides usage reports that can be downloaded into Excel.

f. Printed invoices/statements

Invoices are provided from the order history screen in an invoice format. The purchaser may download or print them at their convenience. Printed or electronic statements are provided monthly and manually upon request.

g. Access to customer service

Customer service may be accessed by four methods:

Phone Available during normal business hours through our toll free number 1.800.227.5133

Fax Orders can be faxed anytime and will be processed during normal business hours

Email emails can be sent anytime and will be processed during normal business hours

Live Chat monitored during normal business hours and is convenient for customers who have complex needs or who need to transmit written information such as pictures, text, or detailed instructions.

h. Dollar restrictions per order

Dollar restrictions per order are available as part of the online approval system built into our site.

i. Ability to maintain multiple ship-to locations for orders and billing

Multiple ship-to locations are available for each account and department in our online ordering system. A default ship-to location is provided which is determined with the customer at the time of setup. Customers with multiple ship-to locations can change them at any time during the order or at checkout. Additionally, multiple attention lines are also available to the customer which can make delivery and policy compliance easier.

j. Acknowledgement after an order has been processed; please describe available formats

Order acknowledgement is provided by email automatically by the online ordering system. Additional email notifications are generated as the order is processed through order approval levels if they are utilized by the State. The format is similar to an invoice format which lists order information, contact information, and customer service contact information.

k. Set up favorites lists

Favorites lists are flexible and easy to manage in the Companys online ordering site. A favorites list can be created and managed by the user or by our Customer Service Staff. Additionally, items can be added from the search results, from previous orders, or from the Quick Order screen. Our staff works with customers at the time online accounts are created to find the easiest and best methods to make ordering easy and meet budget compliance goals. However all methods are always available to the end user.

l. Ability to set up blocked list

Items may be placed on a restricted item list and applied to users, accounts or departments. Our expert staff will implement this feature upon request from our centralized account management tools.

m. Clear and accurate identification of all products that meet the Master Agreements environmental

specifications; please describe how your firm will accomplish this, including Proposers ability to

provide details about the environmental attributes of each products (e.g., environmental certifications

such as ENERGY STAR, Green Seal, and Forest Stewardship Council, total and post-consumer

recycled content, etc.).


Our search tool identifies Environmental specifications and certifications. Consumers are therefore able to easily select products which promote sustainability and reward green manufacturing options:

FSC Certified

Green SealCertified

Post-recycled Content-with breakouts for different percentage of content

Total Recycled Content- with breakouts for different percentage of content

Green-e Certified

SFI Certified

Energy Star

ISO-9001 Certified

ISO-14001 Certified

Rainforest Alliance

UNFCC registered

CPG (EPA Comprehensive Procurement Guideline)

UL/Eco Log

DfE

n. Ability to recommend an equivalent green product (meeting the specifications on Track 2) when a

standard office supply product is ordered.

Our flexible system has the ability to offer suggestions for green products which increase the value provided to the customer. This system can be customized by account and department and can be used to provide environmentally friendly alternatives to standard office products.

o. Ability to view a products Material Safety Data Sheet and environmental certification document, when

available.

MSDS sheets are available for viewing in the detailed product description. They are displayed in a .pdf format. They appear as an icon which when hovered over will display Material Safety Data Sheet.

p. Ability to run usage reports of Green Office Supplies (meeting the environmental specifications in this

Master Agreement)

The Company will work the State of Montana to develop reports that reflect the environmental specifications specified in the Master Agreement as determined by the needs of the State.

3.3. Toll-Free Telephone Number

Proposer must establish and maintain a toll-free telephone number as well as an internet-based ordering

system for order placement, order inquiry, price and availability inquiries. Proposer must agree

to establish a wait time to place order of less than three (3) minutes.


The Company has a Toll Free number 1.800.227.5133 and the proposer agrees to establish a wait time of no more than 3 minutes.

3.4 WSCA-NASPO eMarket Center

Proposer agrees, by submission of a Proposal, to cooperate with WSCA-NASPO and SciQuest (and any

authorized agent of or successor entity to SciQuest) with uploading a hosted catalog or integrating a

punch-out site. Refer to Attachment B, Exhibit D, Section 36, WSCA-NASPO Master Agreement Terms

and Conditions for the prescribed requirements.

360 Office Solutions agrees to cooperate with WSCA-NASPO and Sci-Quest (and any authorized agent of or successor entity to Sci-Quest) with uploading a hosted catalog or integrating a punch-out site.

4. Off-Line Ordering Process (Manual)

` Proposer must describe how it is able to process off-line orders if required by Purchasing Entity, and

provide same reporting information as item 3.2

The Companys has the ability to process orders that are either called into or faxed to our Customer Service Team. The Customer Service Team provides coverage to our customers between the hours of 8:00a.m.-5:00p.m. Monday through Friday. The Customer Service Team member can process the order such that the order will allow us to meet the reporting requirements outlined in Section 3.2.

5. Invoice and Billing

The Proposer agrees to provide an invoice for all services rendered and provide a single monthly bill

to the Purchasing Entity.

360 Office Solutions agrees to provide and invoice for all services rendered and provide a single monthly bill to the Purchasing Entity.

6. Payment The Proposer agrees to Accept Net 30 invoice payment terms.

360 Office Solutions agrees to accept Net 30 invoice payment terms.

7. Forced Substitution For the purposes of this RFP and all resulting Master Agreement(s), the term forced substitution

is defined as followed:

The act of replacing any item with an alternate item via the use of software or any other method,

resulting in the substitution of any item on any order without the prior consent of the ordering entity.

By signature of the Proposal, Proposer has in good faith offered a discount on all products in each of

the categories defined on the price proposal with the full intention of supporting the product offerings in

each category via its online catalog, store-front operations, and stocking inventory. If an ordered item is


out of stock, the Proposer must agree that it will notify the ordering entity for prior approval before

substituting the out-of-stock item. The practice of forced substitution will not be accepted.

Does the Proposer understand and agree that Forced Substitutions are not allowed?

Failure to acknowledge this requirement may result in the rejection of the Proposal.

Yes

Yes - 360 Office Solutions understands that Forced Substitutions are not allowed.

8. Training Proposer must provide training including instructions about how Purchasing Entities, if required, can use

the Proposers online ordering system at no additional cost. This training shall cover, at a minimum,

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