1-Financial Envelope-Proposal # 1-prop_answer.xls
XLS spreadsheet 58 KB Posted
- Attached to
- Master Agreement AZ|CTR070048
- Contract number
- CTR070048
- Issued by
- Arizona
About this file
This document appears to be a proposal response template for a Master Lease Purchase 3rd Party Financing solicitation, specifically targeting the Arizona Department of Transportation. The document is structured as an Excel-based questionnaire with multiple sections covering general offer requirements, financial stability, organizational overview, and pricing details. It contains instructions for completing various sections and uploading required attachments related to offer and acceptance, certifications, and confidentiality designations.
The solicitation requires comprehensive documentation addressing organizational capacity, financial stability, and pricing scenarios. Key requirements include providing company history, experience, organizational structure, management details, and financial ratings from agencies like Moody's, Standard & Poor's, or Fitch. The proposal seeks information on transaction limits, legal proceedings, and organizational capabilities. Pricing is to be submitted with specific instructions to enter $1.00 as a unit price in the Items tab, and respondents are expected to complete and upload pricing scenario documents. The contract appears to be focused on lease purchase financing services with specific requirements for organizational and financial transparency.
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Text version
manual_quest
| INSTRUCTIONS |
| English |
| You can use this file to create and/or update your questionnaire. |
| Important: This file's format is specific to the questionnaire type it is associated with and cannot be used for another type. |
| This file contains two data tabs: Questions and Constraints. |
| *Questions tab: Use this tab to add your questionnaire's sections, sub-sections, and questions. |
| *Constraints tab: Use this tab to set up conditional behaviors based on respondents' answers. |
| Questions Tab |
| An easy way to figure out how to create and set up the various types of questionnaire elements (sections, subsections, and questions) is to create a test item of each type, and then download the MS Excel® file. |
| In most cases, column values must be selected from a predefined list. This list can be accessed by clicking the cell's down arrow (lower right corner). |
| In the case of Multiple Choice questions, you must provide the list of possible answers and associated scoring points. |
| *For a non scored multiple choice question, enter possible answers in the "Choices for answer" column and speficy an associated score of zero for each answer, like so: |
| Yes=0 |
No=0
| *For a scored multiple choice question, enter possible answers in the "Choices for scoring" column and speficy each answer's associated score, like so: |
| Audited & Certified quality system, good maintenance=10 |
Audited & Certified quality system=7 Non-certified Quality system=5 No quality system, but steps are taken=2 No quality system, or missing certificates to back supplier's claims=0
| If your questionnaire includes at least one section, then all questions must be attached to a section. |
| Constraints Tab |
| You have the abillity to set up conditional behaviors. For instance, you can choose to include some questions only if respondents select a given response, or to make a question, a comment, or a file attachment mandatory, all based on respondents’ answers. |
| Here is an example to illustrate how to set up a conditional behavior. Let's say you have 2 questions, both located in the same section called "Documentation": |
| Q14 – Do you provide a manual? |
| Q15 – Select available languages. |
| You want to display Q15 only if the answer to Q14 is YES. |
| This is how you would set up the columns in the Constraints tab: |
| Section = Documentation |
| Question = Do you provide a manual? |
| Operator = Is equal to |
| Value = Yes |
| Result = Select available languages. |
| Constraint type = is visible |
| Français |
| Vous pouvez utiliser ce fichier pour créer ou mettre à jour votre questionnaire. |
| Important : Le format de ce fichier est propre au type de questionnaire auquel il est associé et ne peut être utilisé pour un autre type. |
| Ce fichier contient deux onglets de données : Questions et Contraintes. |
| *Onglet Questions : utilisez cet onglet pour ajouter des sections, sous-sections et questions à votre questionnaire. |
| *Onglet Questions : utilisez cet onglet pour ajouter des sections, sous-sections et questions à votre questionnaire. |
| Onglet Questions |
| Un moyen simple de savoir comment créer et configurer les différents types d'éléments de questionnaire (section, sub-section, and question) est de créer des versions de test de ces éléments, puis de télécharger le fichier MS Excel®. |
| Dans la plupart des cas, les valeurs des colonnes doivent être sélectionnées dans une liste prédéfinie. Vous pouvez afficher cette liste en cliquant sur la flèche qui apparaît dans l'angle inférieur droit de la cellule. |
| Dans le cas des questions à choix multiple, vous devez fournir la liste des réponses possibles et les points affectés à chaque réponse pour la notation. |
| *Pour une question à choix multiple non notée, saisissez les réponses possibles dans la colonne "Choix pour réponse" et laissez la note associée à chaque réponse à zéro, comme suit : |
| Oui=0 |
Non=0
| *Pour une question à choix multiple notée, saisissez les réponses possibles dans la colonne "Choix pour notation" en précisant le nombre de points que vous souhaitez affecter à chaque réponse, comme suit : |
| Excellent=10 |
Bon=7 Satisfaisant=5 Moyen=2 Faible=0
| Si votre questionnaire comporte au moins une section, alors toutes les questions doivent être rattachées à une section. |
| Onglet Constraints |
| Vous avez la possibilité de définir des comportements conditionnels. Par exemple, vous pouvez choisir d'inclure certaines questions uniquement si la personne interrogée choisit une réponse donnée, ou bien rendre obligatoire une question, un commentaire ou un fichier joint en fonction de la réponse sélectionnée. |
| Prenons un exemple pour illustrer comment définir ce type de comportement conditionnel . Imaginons que vous ayez 2 questions, toutes les deux sous la même section "Documentation" : |
| Q14 – Fournissez-vous un manuel d'utilisation ? |
| Q15 – Sélectionnez les langues disponibles. |
| Vous souhaitez afficher la question Q15 uniquement si la réponse à la questin Q14 est OUI. |
| Voici comment configurer les colonnes de l'onglet Contraintes : |
| Section = Documentation |
| Question = Fournissez-vous un manuel d'utilisation ? |
| Operation = Est égal à |
| Valeur = Oui |
| Résultat = Sélectionnez les langues disponibles. |
| Type de constraint = est visible |
Instructions
| Instructions |
| Français |
| Vous trouverez dans ce fichier les données nécessaires pour répondre au questionnaire. |
| Les parties à compléter sont les cellules en blanc, contenues dans les cadres de réponse des onglets suivants celui-ci. |
| Merci de ne pas modifier les autres parties du fichier, ni la forme des grilles, au risque que vos réponses ne soient pas correctement prises en compte. |
| Une fois le fichier complété, merci de le joindre en cliquant sur le lien "Charger le questionnaire" de l'onglet "Questionnaire". |
| Puis une fois le fichier chargé dans l'application, veuillez vérifier les données de votre réponse. |
| Vous aurez éventuellement besoin de compléter certaines informations directement dans l'application (des pièces jointes par exemple). |
| English |
| Please find in this file the data necessary to complete the questionnaire. |
| Please fill in blank cells. |
| Please not to change other parts of the file or structure of the answer grids, otherwise your answers may not be properly imported. |
| Once the file is completed, please attach it by clicking on "upload questionnaire" |
| Please check the data for your reply. |
| You may need to complete certain information directly into the application (eg attachments). |
manual_eval
| Instructions |
| Français |
| Vous trouverez dans ce fichier les données nécessaires pour répondre au questionnaire. |
| Les parties à compléter sont les cellules en blanc, contenues dans les cadres de réponse des onglets suivants celui-ci. |
| Merci de ne pas modifier les autres parties du fichier, ni la forme des grilles, au risque que vos réponses ne soient pas correctement prises en compte. |
| Une fois le fichier complété, merci de le joindre en cliquant sur le lien "Charger le questionnaire" de l'onglet "Questionnaire". |
| Puis une fois le fichier chargé dans l'application, veuillez vérifier les données de votre réponse. |
| Vous aurez éventuellement besoin de compléter certaines informations directement dans l'application (des pièces jointes par exemple). |
| English |
| Please find in this file the data necessary to complete the questionnaire. |
| Please fill in blank cells. |
| Please not to change other parts of the file or structure of the answer grids, otherwise your answers may not be properly imported. |
| Once the file is completed, please attach it by clicking on "upload questionnaire" |
| Please check the data for your reply. |
| You may need to complete certain information directly into the application (eg attachments). |
style_quest
| Question | RFI | Scoring |
| Transport | 500 | 500 |
__base_label
| bool_label | 88169a273d258709d2d239977c4b36b9_label |
| Yes | Yes |
| No | No |
__base_code
| bool_code | 88169a273d258709d2d239977c4b36b9_code |
| True | |
| False |
style_answer
| Question | RFI | Scoring |
| Transport | 500 | 500 |
style_eval
| Question | RFI | Scoring |
| Transport | 500 | 500 |
General Offer Requirements
| Code | Field Label | Description / Instructional Text | Required | Answer | Comment | Upload attachments? |
| Offer and Acceptance | Download the attached document. Complete, sign, and upload the completed attachment as part of your response. | Yes | [Master Lease Purchase 3rd Party Financing] Offer and Acceptance.pdf | Yes | ||
| Boycott of Israel Certification | Download the attached document. Complete, sign, and upload the completed attachment as part of your response. | No | [Master Lease Purchase 3rd Party Financing] Boycott of Israel Disclosure.pdf | Yes | ||
| Forced Labor of Ethnic Uyghurs Ban | Download the attached document. Complete, sign, and upload the completed attachment as part of your response. | Yes | [Master Lease Purchase 3rd Party Financing] SPO Form 205 - Forced Labor of Ethnic Uyghurs Ban.pdf | Yes | ||
| Confidential Information | ||||||
| Designation of Confidentiality | Download the attached document. Complete, sign, and upload the completed attachment as part of your response. | Yes | [Master Lease Purchase 3rd Party Financing] Confidentiality and Trade Secrets.pdf | Yes | ||
| Does some part of your response contain trade secret or other proprietary information? | Yes | No | ||||
| Instructions for submitting information you are requesting be designated confidential. | Create a single attachment for any materials submitted as part of your response that are proprietary or trade secret. Navigate to "Your Offer Info & Docs" tab and upload the attachment as a confidential document. In the text field below, provide the name of this attachment. When responding to questions that contain information found in this document, refer to the attachment in place of your answer. (i.e. "Please see information provided in section 2 of the document titled...") | Yes | ||||
| Supporting Information | Provide an explanation as to why this information should not be subject to disclosure per Arizona public records law. This explanation must detail the specific harm or prejudice that may arise upon disclosure. | Yes | ||||
| Exceptions to Terms and Conditions | ||||||
| Do you accept the Terms and Conditions included in this solicitation with no exceptions? | Yes | No | ||||
| Exceptions included with your offer. | Attach a document clearly identifying any exceptions to your offer. This must include the specific section and paragraph of the solicitation where the exception occurs. Exceptions may negatively impact your susceptibility for award. An offer that takes exception to any material requirement of the solicitation may be rejected. | Yes | Exceptions and Clarifications.pdf | Yes |
Would you like to upload attachments after import?
Proposal Requirements for Stabi
| Code | Field Label | Description / Instructional Text | Required | Answer | Comment | Upload attachments? |
| Financial Stability | Provide the following information: |
a) a complete response addressing all of the Scope of Work requirements.
b) state the firm's rating from Moody's, Standard & Poor's, or Fitch.
c) state the minimal transaction amount.
d) state the Individual Transactions and aggregate limits.
e) address whether or not the firm has been involved in any legal proceedings. If so, describe the detail of the proceedings, number of years it lasted, and the outcome. Yes Stability - Organization Overview - Organizational Capacity.pdf Yes
Would you like to upload attachments after import?
Proposal Requirements for Organ
| Code | Field Label | Description / Instructional Text | Required | Answer | Comment | Upload attachments? |
| Organization Overview | Describe your company history, experience and expertise in providing the same or similar services as required in the solicitation, to the same or similar customers as the Arizona Department of Transportation. Describe your company organization and how you would promote the effective and uninterrupted operations of any resulting contract. Provide information on any quality assurance programs, training programs, retention efforts or other approaches used to maintain the quality of your services. | Yes | Please see attached. | |||
| Organizational Capacity | Provide the following information: |
a) describe organizational capacity and financial ability to support the State and its customers. Include management structure and level of authority/responsibility in support of the scope of work requirements.
b) an organization chart that clearly delineates each area within the firm.
c) names and resumes of the individuals that will be assigned to this contract. Yes Stability - Organization Overview - Organizational Capacity.pdf Yes
Would you like to upload attachments after import?
Proposal Requirements for Price
| Code | Field Label | Description / Instructional Text | Required | Answer | Comment | Upload attachments? |
| Have you provided pricing for the line items found in the Items tab? | In ordr to satisfy APP requirements, enter $1.00 as Unit Price for the line item in APP Items tab. | Yes | Yes | |||
| Pricing Scenarios | Download the attached document. Complete and upload the completed attachment as part of your response. Information provided in this attachment will be used in the evaluation of Price. In ordr to satisfy APP requirements, enter $1.00 as Unit Price for the line item in APP Items tab. | Yes | [Master Lease Purchase 3rd Party Financing] Pricing Scenarios.pdf | Yes | ||
| Prompt Payment Discount | Yes | No | ||||
| Enter the prompt payment discount your firm offers. | Yes |
Would you like to upload attachments after import?
File details come from the government source that posted it. Updated .