01_RFP_Overview.docx

Request for Proposals for Emerging Technologies Consulting and Services Issued by the State of Oklahoma Solicitation Number EV00000871

REQUEST FOR PROPOSALS

for Emerging Technologies Consulting and Services

Issued by the STATE OF OKLAHOMA

In collaboration with

SOLICITATION NUMBER: EV00000871

RFP WEBSITE: Supplier Portal Login (Oklahoma.gov)

TABLE OF CONTENTS

Table of Contents

RFP OVERVIEW

INTRODUCTION

This Request for Proposals (RFP) is being issued by the State of Oklahoma (“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 Emerging Technologies Consulting and Services.

MASTER AGREEMENT OBJECTIVES

The Master agreements will be established with qualified, responsive organizations with deep subject-matter expertise and experience with Emerging Technology. The awards, and resulting Master Agreements, will be separated into two distinct categories. Bidders may respond to one or both categories and will be evaluated independently of each other. Awards will be made at the category level.

Category 1: Consulting: This category shall include professional advisory and implementation support designed to assist organizations in assessing, planning, designing, and executing strategic, operational, technical, and risk-related initiatives. Services under this category are intended to provide subject-matter expertise, independent analysis, and practical recommendations to support informed decision-making and organizational effectiveness.

Category 2: Services: This category shall include professional services related to the implementation, integration, development of ET, and managed services. Services within this category are intended to provide resources to public entities to help deliver transformative results for critical projects.

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.

More information about NASPO, NASPO ValuePoint, and the NASPO ValuePoint Lead State Model can be found at www.naspo.org and www.naspovaluepoint.org.

GENERAL INFORMATION AND INSTRUCTIONS

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

Benjamin Komolafe Procurement Specialist II

State of Oklahoma, OMES Central Purchasing Email – Benjamin.Komolafe@omes.ok.gov

B. RFP Website. The following website is the sole official source for RFP information and updates:

Supplier Portal Login (Oklahoma.gov) C. RFP Documents. This RFP consists of this RFP Overview, the following attachments, and any information or materials posted by the Lead State to the RFP Website, as amended:

1. Attachment A, RFP Terms and Conditions

2. Attachment A1, OMES Form CP004 – Non-Collusion Certification

3. Attachment A2, OMES Form CP076 – Responding Bidder Information

4. Attachment B, Scope of Work

5. Attachment C, RFP Evaluation Plan

6. Attachment D, Sample Master Agreement

7. Attachment D1 – Sample Master Agreement Cover Page

8. Attachment E, Participation Information

9. Attachment F, Protest Information

10. Attachment G, Offeror Information, Acknowledgements, and Certifications

11. Attachment H, Requirements Response Table

12. Attachment I, Cost Proposal

13. Attachment J, Proposed Modifications to Sample Master Agreement

14. Attachment K, Claim of Business Confidentiality

15. Attachment L, Supplier Bid Submission Guide Important Dates.

1. RFP Open Date: 08/14/2026 at 8AM

2. RFP Q&A Deadline: 08/28/2026 at 3PM

3. RFP Close Date: 10/15/2026 at 3PM Dates and deadlines are subject to change. Offerors should continue checking the RFP Website for the most up-to-date information.

How to Ask Questions.

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

a) For questions about the content of this RFP, Bidder should submit general questions concerning contract or bid specifications or requirements via the Oklahoma Supplier Portal in addition to the contracting officer’s email in section 3 General Information and Instructions. Questions received via any other means will not be addressed. Questions may be submitted as soon as the solicitation is posted. You are encouraged to submit your questions as soon as possible to allow adequate time for answers.

Questions should be concise and reference the specific section of the RFP to which the question relates. Avoid tables or special formatting. Use simple lists.

b) For assistance with technical issues associated with the RFP Website, contact our Supplier Registration team 9 a.m.-4 p.m., Monday-Thursday, at 405-521-2930 or oksuppliers@omes.ok.gov.

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. Addresses each question and request for a response in this RFP, including all questions in Attachment H, Offeror Response Worksheet;

d. Clearly demonstrates your ability to meet the Scope of Work described in Section II of Attachment B; and

e. Includes all required submissions identified in Section V of this attachment.

Submit your proposal by the RFP Close Date through the Supplier Portal Login (Oklahoma.gov)

SCOPE OF WORK

A detailed description of the Deliverables being sought through this RFP is attached as Attachment B, 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.

Contract Term. The initial term of the Master Agreement(s) resulting from this RFP is anticipated to be (1) one year, with the option to exercise renewals totaling up to an additional (4) four years following the initial term, upon mutual agreement by the Lead State and Contractor.

OFFEROR RESPONSE

Required Submissions. The following must be submitted with your proposal:

1. Any response required to be submitted directly through the RFP Website;

2. Completed and signed Attachment G, Offeror Information, Acknowledgements, and Certifications

3. Completed Attachment H, Offeror Response Worksheet

4. Completed Attachment I, Cost Proposal, submitted as a separate document and separate file, if submitting electronically

5. Completed Attachment J, Proposed Modifications to Sample Master Agreement

6. Redlined copy of Attachment D, Sample Master Agreement, if proposing modifications

7. Completed and signed Attachment K, Claim of Business Confidentiality

a. Redacted copy of proposal clearly marked as such, if claiming confidential, proprietary, or protected information

8. Attachment A1, OMES CP Form004

9. Attachment A2, OMES CP Form076

Other Documents. The following are informational only and do not need to be submitted with your proposal:

1. This RFP Overview

2. Attachment A, RFP Terms and Conditions

3. Attachment B, Scope of Work

4. Attachment C, RFP Evaluation Plan

5. Attachment D, Sample Master Agreement

6. Attachment E, Participation Information

7. Attachment F, Protest Information

8. Attachment N, Supplier Bid Submission Guide

EVALUATION AND AWARD PROCESS

A. Proposals will be sealed until the RFP Close Date. After opening, proposals will be evaluated in stages as set forth in this section and further detailed in Attachment C, RFP Evaluation Plan.

1. Stage 1: Initial Responsiveness Evaluation. Proposals will be reviewed for completeness and initial responsiveness. Proposals omitting required documents or responses may be rejected in accordance with Attachment A, RFP Terms and Conditions.

2. Stage 2: Mandatory Minimum Requirements Evaluation. Complete and responsive proposals will be reviewed for compliance with mandatory minimum requirements. Proposals failing to meet or exceed all Mandatory Minimum Requirements identified in Attachment C, RFP Evaluation Plan may be rejected in accordance with Attachment A, RFP Terms and Conditions.

3. Stage 3: Bidder Experience Evaluation. Proposals meeting or exceeding the Mandatory Minimum Requirements will be evaluated against the Bidder Experience criteria set forth in Attachment C, RFP Evaluation Plan.

Following the Stage 3 Evaluation of Bidder Experience, only the top fifty percent (50%) of proposals, based on their Stage 3 scores, will advance to Stage 4: Technical Evaluation.

Stage 4: Technical Criteria Evaluation. Proposals that advance from Stage 3 by scoring within the top fifty percent (50%) of proposals, based on the Bidder Experience evaluation, will be evaluated against the Technical Criteria set forth in Attachment C, RFP Evaluation Plan. For both Category 1 & 2, scores for Bidder Experience and Technical Criteria Evaluation will be combined into a single score. Only the top fifty percent (50%) of proposals, based on the combined single score, will move forward to Stage 5: Cost Evaluation.

Evaluation Summary

· Category 1 – Consulting

· Category 2 – Services

4. Stage 5: Cost Evaluation. Cost Proposals for proposals not rejected following evaluation of Technical Criteria will be evaluated with all weighted scores totaled to arrive at the supplier’s total scored evaluation. Cost Proposals may also be subject to an independent review for reasonableness and best value by the Lead State. Costs determined not to be reasonable or best-value by the Lead State may result in all or part of Offeror’s proposal being rejected, notwithstanding the results of the Cost Proposal evaluation.

5. All weighted scores will be totaled to arrive at the supplier’s total scored evaluation.

6. In accordance with Oklahoma Statutes, 74 O.S. § 85.5, the State of Oklahoma reserves the right to negotiate with one, all or none of the Offerors responding to this solicitation to obtain the best value. The Lead State reserves the right to issue an award to an Offeror across any or all responsive categories if an Offeror meets the award criteria for the given category or categories.

7. Negotiations could entail discussions on products, services, pricing, contract terminology or any other issues that mitigate the Lead State’s risks. The Lead State will consider all issues negotiable and not artificially constrained by internal corporate policies.

Negotiation may be with one or more Offerors, for any and all items in the Offeror’s Proposal.

Firms that contend that they lack flexibility because of their corporate policy on a particular negotiation item may face a significant disadvantage and may not be considered. If such negotiations are conducted, the following conditions shall apply:

Negotiations may be conducted in person, in writing, or by telephone.

Negotiations will only be conducted with Offerors’ that submitted potentially acceptable Proposals. The State reserves the right to limit negotiations to those Proposals that received the highest rankings during the initial evaluation phase.

Terms, conditions, prices, methodology, or other features of the Offeror’s Proposal may be subject to negotiations and subsequent revision. As part of the negotiations, the Offeror may be required to submit supporting financial, pricing, and other data in order to allow a detailed evaluation of the feasibility, reasonableness, and acceptability of the Proposal.

8. It is anticipated that this RFP may result in Master Agreement awards to multiple contractors, at the Lead State’s discretion. The evaluation process is designed to award the contract(s) resulting from this RFP to the Supplier(s) deemed to be responsive and responsible concerning requirements outlined in the Technical Requirements.

B. After evaluations are completed, the Lead State and Multistate Sourcing Team will determine which proposals are advantageous to the Lead State and potential Participating and Purchasing Entities.

C. Prior to announcement of awards and execution of Master Agreements, the Lead State will present an award recommendation to the NASPO ValuePoint Executive Council for approval of the proposed awards D. Following approval of NASPO ValuePoint and any other approvals required by the Lead State, the evaluation process is complete and a contract has been awarded, suppliers can find the award information on the OMES Central Purchasing website. To view the award details, visit the Oklahoma Statewide Contract Search site.

1 In the Enter Solicitation Number search box, enter the event number associated with the solicitation and select the Search button. (The results will display the award information, including the awarded supplier and associated documentation. Suppliers are encouraged to check the website regularly for updates on award determinations. This ensures timely access to the most current award information. For additional assistance, please contact OMES Central Purchasing.)

2 Proposal files are public records and available for review at the offices of the Lead State Open Records Request Form.

RFP OVERVIEW

RFP OVERVIEW

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