12-RFQ Sec2. Bid Submittal Instructions.pdf

Agency for Community Transit 403(b) Retirement Plan Consulting Services No. 25-2-16001

SECTION 2. Bid Submittal Instructions

BID DELIVERY AND ACCETANCE INFORMATION:

The Owner requires that bids be submitted electronically via the Bonfire portal at mct-act.bonfirehub.com.

Bids submitted in any manner other than through the Bonfire portal will not be accepted. The original bid deadline is not a firm deadline, so if a small amount of additional time is needed to prepare and submit a bid, please send an email to mctbid@mct.org to request an extension of time to accept bids in the Bonfire portal. Bidder must use the Owner’s supplied forms listed in items 1 through 4 below.

FORMS THAT MUST BE IN PDF or EXCEL FORMAT AND UPLOADED TO THE BONFIRE PORTAL:

1) Solicitation, Offer and Award Form. This form must be completed, signed and dated by the bidder’s authorized representative and submitted as part of the offer. It will serve as the bidder’s offer to furnish the items and/or services as described in this solicitation and will also serve as the Owner’s award document upon acceptance.

2) Lobbying Certification.

3) Federal Tax Liability and Recent Felony Convictions Certification.

4) Price Schedule

5) Technical Response should be organized as follows:

a. Cover letter. An introductory letter to introduce the bidder’s Offer. Provide highlights of the bidder’s overall technical response providing a statement explaining why the company would be most qualified to perform the required services. The letter must include the name, phone number, and email address of the individual(s) empowered to negotiate with the Owner and bind the firm into any Agreement resulting from this solicitation. Any exceptions to this RFQ must be clearly identified in this letter. Bidders are cautioned to limit exceptions, conditions and limitations to the provisions of this RFQ, as they may be determined to be so fundamental as to cause rejection of the Offer for not responding to the requirements of the RFQ. Bidders should set forth the specific reasons for each deviation so that it can be fully considered and, if appropriate, evaluated by the Owner.

b. Company overview. Provide a brief overview of your company and history of your organization including an organizational chart of your service organization. Please describe any parent/subsidiary/affiliate relationships that would be involved in the servicing of this relationship.

c. Qualifications, Experience and Capabilities.

1) The bidder shall describe its overall experience and past performance in providing services similar to those solicited in this RFQ.

2) The bidder shall provide several references with a contact person, address, phone number and email address. It is understood that the references must be willing to briefly and orally discuss with the Owner the bidder’s work for not-for-profit organization 403(b) plan consulting services.

3) Provide a sample (redacted as appropriate) investment management review and due diligence report.

https://mct-act.bonfirehub.com/ mailto:mctbid@mct.org

Agency for Community Transit 403(b) Retirement Plan Consulting Services No. 25-2-16001

4) Personnel Assigned. Describe your firm’s resources and capabilities.

Subcontracting is not permitted. Personnel assigned must all be independent of the Owner. Identify and include biographies for specific key personnel assigned, their roles in relation to the work required, and special qualifications they bring to the project such as certifications, licenses, achievements, etc.

5) Describe in detail how your firm intends to meet the cybersecurity and data protection requirements outlined in the Special Conditions, including governance, access controls, data security, incident response, vendor management, audit readiness, training, and business continuity.

REQUESTED INFORMATION THAT MUST BE ANSWERED IN THE BONFIRE PORTAL:

6) If any addenda to the solicitation have been issued, you will be asked to confirm your receipt of each addendum.

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