00 - RFP Administrative Overview.docx

Request for Proposals for INFORMATION SECURITY SERVICES: Credit Monitoring Services Issued by the State of Idaho Solicitation Number RFP20232531

REQUEST FOR PROPOSALS

For Information Security Services:

Category 4 - Credit Monitoring Services

Issued by the STATE OF IDAHO

In collaboration with

SOLICITATION NUMBER RFP Event 25

RFP Lead:

Mike Gwinn, Contract Administrator State of Idaho, Division of Purchasing 650 W. State St., Rm 100 Boise, ID 83720 Mike.Gwinn@adm.idaho.gov

(208) 332-1617

Luma IPRO Supplier Portal link

Pre-Proposal Conference:

Pre-Proposal Conference Location:

August 8, 2023 @ 11:00 a.m. Mountain Time Via video conference (video conference link will be provided when you register for the Pre-Proposal conference)

TAKE NOTE OF THE 0.25% NASPO VALUEPOINT ADMINISTRATIVE FEE DETAILED IN THE NASPO VALUEPOINT STANDARD TERMS AND CONDITIONS WHICH MUST BE INCORPORATED IN YOUR BASE PRICE. OTHER STATES, INLCUDING IDAHO, WILL HAVE AN ADDITIONAL ADMINISTRATIVE FEE.

RFP OVERVIEW

I. INTRODUCTION

This Request for Proposals (RFP) is being issued by the State of Idaho (“Lead State”) in collaboration with the NASPO ValuePoint cooperative purchasing program. The purpose of this RFP is to establish one or more Master Agreements for Credit Monitoring Services, a category of the existing cooperative portfolio for Information Security Services.

About NASPO ValuePoint NASPO ValuePoint is a division of the National Association of State Procurement Officials (NASPO), a non-profit association dedicated to advancing public procurement through leadership, excellence, and integrity. In accordance with NASPO ValuePoint’s Lead State Model™, the Lead State is issuing this RFP, evaluating responses, and establishing Master Agreements with the support and assistance of a Multistate Sourcing Team™ composed of individuals from other member states, representing a broad range of perspectives that ensure the RFP incorporates best practices recognized by public entities across the country.

Participation in NASPO ValuePoint Master Agreements is convenient and cost-effective for eligible entities—including state departments, institutions, agencies, and political subdivisions, federally recognized tribes, and other eligible public and nonprofit entities in the 50 states, the District of Columbia, and U.S. territories—and suppliers, with no membership or registration required. In the calendar year ending December 31, 2022, contractors reported a combined $19 billion in sales through NASPO ValuePoint Master Agreements awarded through cooperative solicitations like this RFP, including a combined $3.5 million in sales through the current Information Security Services portfolio and Credit Monitoring Portfolio.

More information about NASPO, NASPO ValuePoint, and the NASPO ValuePoint Lead State Model can be found at www.naspo.org and www.naspovaluepoint.org and in (Attachment 5), Participation Information.

II. GENERAL INFORMATION AND INSTRUCTIONS

A. RFP Contact. The following individual is the sole contact for this RFP:

Mike Gwinn Contract Administration Supervisor Idaho Division of Purchasing 650 W. State Street, Rm 100 Boise, ID 83720 mike.gwinn@adm.idaho.gov

(208) 332-1617 B. RFP Website. This RFP is being issued by the Lead State via the Lead State’s eProcurement system, LUMA IPRO, which is located at the following address: Luma IPRO Supplier Portal link LUMA IPRO is the sole official source for RFP information and updates.

C. RFP Documents. The Solicitation includes all sections of the IPRO Sourcing Event and all attachments. All documents attached in IPRO are part of the RFP. If multiple versions of any of these documents are available, the version posted latest in IPRO shall apply. If a version of a document is specified in an amendment to the RFP or the resulting Master Agreement, the specified version shall apply.

D. Restrictions on Communications. From the issue date of this RFP until a Contract is awarded or the RFP is cancelled, vendors and their representatives are prohibited from communications regarding this RFP (written or verbal) with NASPO staff, members of the multistate sourcing team, evaluation committee members, and other state employees or officials other than the RFP Lead and Division of Purchasing, except during formal solicitation events (including the pre-bid conference). During challenges defined in Idaho Code 67-9232, vendors may communicate with the Director of the Idaho Department of Administration related to the challenge. Vendors may use the established public records request processes of any Idaho agency during the RFP.

E. Pre-Proposal Conference. A non-mandatory Pre-Proposal Conference will be held at the location and time indicated in the RFP Administrative Information above. Attendance at the RFP Pre-proposal Conference is optional, and registration is required. Those choosing to participate must pre-register to receive meeting details by submitting the completed Pre-Proposal Conference Registration Form, Attachment 8, via email to the RFP Lead by August 7th @ 11:00 pm MT. Vendors are limited to three (3) representatives at the pre-proposal conference. Any oral answers given by the Lead State during the pre-proposal conference are unofficial and will not be binding on the Lead State. Conference attendance is at the vendor’s expense; failure to attend shall not relieve the Offeror of the obligation to meet the requirements of this RFP.

F. How to Ask Questions.

1. Questions and other correspondence must be submitted using the LUMA IPRO Q & A Board or in writing to the RFP Lead using the Offeror Questions Form (Attachment 12). QUESTIONS MUST BE RECEIVED BY 11:59:59 PM MOUNTAIN TIME ON THE DATE LISTED IN THE RFP ADMINISTRATIVE INFORMATION SECTION (above). Official answers to all written questions will be posted to IPRO utilizing the Q & A Board or as an Amendment to the RFP. Response times for answering questions may vary. The State will make every effort to answer questions in a timely manner; however, the State will not guarantee a specific response time and does not guarantee that questions will be answered in the order received.

2. For assistance with technical issues associated with the RFP Website, contact the Idaho State Controller’s Office @ supplierportal@sco.idaho.gov

G. Requested Modifications. Any request to modify the contract terms or requirements found in this solicitation must be submitted in writing using the (Attachment 10) Requested Modifications Form by the deadline for submitting questions, identified in the RFP Administrative Information. This is your only opportunity to request changes to the terms or requirements. The Lead State does not intend to negotiate terms or requirements following the closing date and cannot make material changes to the terms or requirements following the closing date. Proposals which are conditioned on the State accepting terms and conditions not found in the RFP will be found non-responsive and no further consideration will be given to the Proposal.

H. How to Respond.

1. Read and review this RFP, including all attachments, exhibits, and amendments.

2. Prepare a proposal that:

a. Follows the requested format;

b. Includes the Solicitation Number on all materials making up the proposal;

c. Clearly demonstrates your ability to meet the Scope of Work described in Attachment 2; and

d. Includes all required submissions identified.

3. Submit your proposal by the RFP Close Date through the State’s eProcurement system, LUMA IPRO: Luma IPRO Supplier Portal link

III. SCOPE OF WORK

A detailed description of the Deliverables being sought through this RFP is attached as (Attachment 2), Scope of Work.

The scope of this RFP and its resulting Master Agreement(s) is intended to benefit all state departments, institutions, agencies, and political subdivisions and other eligible public and nonprofit entities in the 50 states, the District of Columbia, and U.S. territories. Therefore, Offerors should not interpret the Scope of Work to be associated with or limited to any specific purchase, implementation, project, need, or program within the Lead State or any other state or eligible entity. Proposals should be generally applicable to all potential Participating Entities and Purchasing Entities, except where specificity is requested.

IV. OFFEROR RESPONSE

A. Required Submissions. Offerors must complete all mandatory sections of this Solicitation. Failure to respond to a mandatory section, to meet mandatory specifications, or to provide required information, may result in your Proposal being deemed non-responsive.

B. Alternate proposals are not allowed.

C. All submitted files must be in Microsoft Word or Excel format; the only exceptions are for financial documents, brochures, or other information only available in an alternate format.

D. Respond to all mandatory questions as directed, including uploading required documents. Be sure to carefully follow instructions and provide all required information.

E. The Offeror for Proposal evaluation and award purposes is the entity profile under which the Proposal is submitted in IPRO, which must be the same legal entity presented in the uploaded response materials. If the entity identification information differs in the submitted proposal materials from the profile under which the Proposal is submitted in IPRO, the RFP Lead may work with the Offeror to take such actions as are necessary to correct the irregularity.

F. Offerors are strongly cautioned against including website links or imbedded documents in the Proposal; the State will not be responsible for the RFP Lead or any evaluator’s failure to consider information outside of or imbedded in the Proposal.

V. EVALUATION AND AWARD PROCESS

A. Evaluation. Proposals will be sealed until the RFP Close Date. After opening, proposals will be evaluated in stages as set forth in (Attachment 3), RFP Evaluation Plan.

1. The Lead State reserves the right to seek clarification of Offeror’s responses and to engage in discussions or negotiations as determined to be in the best interest of the State and permitted by IDAPA 38.052.01.084.

2. Responsibility. Pursuant to IDAPA 38.05.01.081, the Lead State may, in the Lead State’s sole discretion, require the apparent high-point Offeror to provide documentation to demonstrate its responsibility. The Lead State may request documentation including, but not limited to: credit or financial reports and customer references. Failure to provide requested documentation may result in the Offeror being deemed non-responsive. Nothing herein shall prevent the Lead State from using other means to determine Offeror’s responsibility.

3. It is anticipated that this RFP may result in Master Agreement awards to multiple contractors, at the Lead State’s discretion. The State reserves the right to award multiple contracts pursuant to Idaho Code section 67-9211.

B. Award of contract(s) will be made to highest scoring Offeror(s) deemed to be responsive and responsible Offeror(s) receiving the highest number of normalized Total Points (Attachment 3).

C. Prior to announcement of awards and execution of Master Agreements, the Lead State will present an award recommendation to NASPO ValuePoint for approval of the proposed awards.

D. If the State awards a Contract from this solicitation, it will do so by issuing a Contract Purchase Order (CPO) document from the Lead State’s eProcurement system, IPRO. The Lead State anticipates issuing a Contract document using the Sample Master Agreement (Attachment 4); however, the Lead State reserves the right to determine the form of the resulting Contract. At its option, the Lead State may memorialize the agreement between the State and the Contractor in one (1) or more final Contract documents.

E. Following approval of NASPO ValuePoint and any other approvals required by the Lead State, the Lead State will issue letters of intent to award.

RFP OVERVIEW

RFP OVERVIEW

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