Article 3 ? Bid Process and Evaluation Criteria - State of Michigan

STATE OF MICHIGAN
Department of Management and Budget
Purchasing Operations
Request for Proposal No. 071I9200012
Enhanced Document Management Buyer Name: Dale N. Reif
Telephone Number: (517) 373-3993
e-Mail Address: reifd@michigan.gov Estimated Timeline:
|Key Milestone: |Date: |
|Issue Date |September 23, |
| |2008 |
|Questions Due (Set 1) |October 13, 2008 |
|Anticipated Addenda Posting |October 14, 2008 |
|Questions Due (Set 2) |October 27, 2008 |
|Anticipated Addenda Posting |October 28, 2008 |
|Bid Due Date |November 25, 2008|
|Anticipated Award Date |January 19, 2009 |
|State Administrative Board Approval |March 24, 2009 |
|Anticipated Contract Start Date |March 27, 2009 | RFP Checklist for Bidder Proposal Contents and Responsiveness (Tabbing
Structure) If you have any questions concerning the requirements of this RFP, please
contact the Buyer listed on the front page of this document. The bidder is
responsible to read the RFP and submit all the required responses. Bid proposals that do not adhere to the following format will be deemed non-
responsive. It is strongly encouraged that the formatting requirements be
reviewed prior to submitting bid proposals. Bidders must respond to all
sections of the RFP as listed below. Failure to respond to any requested
information in the checklist below may result in disqualification from the
bidding process. Bidders shall follow the binder tabbing structure
provided below. Bidders must verify that their Proposal is submitted to the appropriate
location on time per the schedule of the RFP, with one signed original, the
appropriate number of additional copies, and the instructed number of
electronic copies (CD's). Bid proposals shall include three sections, four
attachments, an executive summary and a cost proposal as outlined below. Tab Name Bidder Technical Proposal
Checklist
|DMB 285 | Form DMB 285 has been signed by an individual authorized to |
| |legally bind your company and the form with the original signature |
| |has been submitted. Bidders shall submit a signed Form DMB 285 with|
| |the following statement in the pricing field "See Price |
| |Attachment". |
|Company | The Contractor must provide a brief overview of the company |
|History |history and experience as it relates to this RFP. This forms the |
| |basis for the evaluation of the qualifications and experience of |
| |the firm and qualifications of assigned personnel. (This section |
| |shall not exceed 5 pages) |
|Company | The Bidder must provide three (3) Company References including all|
|References |contact information. This should include all Subcontractor |
| |Information, if any. |
|Organization| The Bidder must provide an Organizational Chart including all |
| |lines of authority. |
| | |
| |The Bidder must include a brief narrative describing their Project |
| |Management Approach. This forms the basis for evaluation of the |
| |Project Management and Organization. |
|Resumes | The Bidder must complete and submit a Resume Template for each Key|
| |Personnel assigned to this project. Resumes for Key Personnel |
| |should not exceed four (4) pages each. |
|Deliverables| The Bidder shall provide a project plan and a schedule of |
| |deliverables as stated in the RFP. |
|Response to | The Bidder must complete and submit Appendix C. This forms the |
|Functional |basis for the evaluation of the functional solution and the |
|Requirements|approach. |
|Response to | The Bidder must complete and submit Appendix D. This forms the |
|Technical |basis for the evaluation of the technical solution and the |
|Requirements|approach. |
|Statement of| The Bidder shall demonstrate an understanding of the project and |
|Work |present its proposed solution and approach as it pertains to |
| |Appendix A. |
|Case Studies| The Bidder shall provide responses to the Case Studies, as |
| |described in Appendix B, in order to showcase unique capabilities |
| |as a means to assessing the Bidder's resolutions to various |
| |document management concerns. |
|EA Solution | The Bidder shall provide requested information as it relates to |
| |the State of Michigan standards. |
|Article 2 |The Bidder must provide Acknowledgment and/or concurrence with each|
| |term and condition listed in Article 2 of the RFP/ITB document, |
| |with any comments or issues clearly identified. |
| |The Bidder must provide a statement that a Certificate of Insurance|
| |will be provided as a condition of award has been included |
| |(referenced in Section 2.133). |
|Article 4 | The Bidder shall respond all items contained in Article 4, |
| |Certifications and Representations, initialing each paragraph |
| |requiring an initialed response, acknowledging each certification &|
| |representation, and providing all required information. |
|Article 5 | The Bidder shall respond all items contained in Article 5, |
| |Required Bidder Information. | Sealed bids must be received and time-stamped in Purchasing Operations on
or before the time and the due date specified on the cover page of this
RFP. Bidders are responsible for submitting their proposals to Purchasing
Operations on time. Proposals received after the specified due date and
time cannot be considered unless all other bids received on time do not
meet specifications, or no other bids are received. Tab Name Bidder Price Proposal Checklist |Price | The Bidder must complete the Cost Tables for the project, in |
|Proposal |accordance with the instructions laid out in the Excel spreadsheet. |
|Bidder | As part of the Bidder Price Proposal, the Bidder is requested to |
|'ASP' Cost |provide their own cost representation approach as part of an |
|Model |Application Service Provider model that may be independently |
| |assessed, which may be different than the requested pricing in the |
| |"Price Proposal." | Table of Contents DEFINITIONS 10 Article 1 - Statement of Work (SOW) 12 1.000 Project Identification 12
1.001 Project Request 12
1.002 Background 12 1.100 Scope of Work and Deliverables 14
1.101 In Scope 14
1.102 Out Of Scope 14
1.103 Environment 14 1.200 Roles and Responsibilities 26
1.201 Contractor Staff, Roles, And Responsibilities 26
1.202 State Staff, Roles, And Responsibilities 28
1.203 Other Roles And Responsibilities 29 1.300 Project Plan 29
1.301 Project Plan Management 29
1.302 Reports 30 1.400 Project Management 31
1.401 Issue Management 31
1.402 Risk Management 32
1.403 Change Management 32 1.500 Acceptance 33
1.501 Criteria 33
1.502 Final Acceptance 34 1.600 Compensation and Payment 34
1.601 Compensation And Payment 34
1.602 Holdback 35 Article 2, Terms and Conditions 37 2.000 Contract Structure and Term 37
2.001 Contract Term 37
2.002 Renewal(s) 37
2.003 Legal Effect 37
2.004 Attachments & Exhibits 37
2.005 Ordering 37
2.006 Order of Precedence 37
2.007 Headings 37
2.008 Form, Function & Utility 38
2.009 Reformation and Severability 38 2.010 Consents and Approvals 38
2.011 No Waiver of Default 38
2.012 Survival 38 2.020 Contract Administration 38
2.021 Issuing Office 38
2.022 Contract Compliance Inspector 38
2.023 Project Manager 39
2.024 Change Requests 39
2.025 Notices 40
2.026 Binding Commitments 40
2.027 Relationship of the Parties 40
2.028 Covenant of Good Faith 40
2.029 Assignments 40 2.030 General Provisions 41
2.031 Media Releases 41
2.032 Contract Distribution 41
2.033 Permits 41
2.034 Website Incorporation 41
2.03