210106 Retail Payment Solution Pre Proposal~1.pdf

ILLINOIS TOLLWAY

R F P 2 1 - 0 1 0 6

Re t a i l Pay m e n t S o l u t i o n P re - P r o p o s a l M e e t i n g

Procurement Department August 9,2022 at 1:00 p.m. CT

Please sign into WebEx via chat with name and company affiliation

AT TENDEE INSTRUCTIONS

All attendees must sign into WebEx via chat with name and company affiliation Questions may be sent via chat with name and company affiliation during this pre-proposal meeting Attendee audio feature will not be activated during this pre-proposal meeting

SUBMIT TAL OF WRIT TEN QUESTIONS

All contact by prospective offerors shall be through the Senior Buyer, Sonja Wolniakowski, at Sonja.Wolniak@getipass.com.

All questions shall be in writing via the email address provided above and sent to Sonja Wolniakowski no later than August 12, 2022 at 12:00 pm CT.

mailto:Sonja.Wolniak@getipass.com

BID SUBMISSION DUE DATE AND TIME

August 30, 2022 at 10:30 a.m. Central Time (CT) All proposals must be submitted electronically in BidBuy via Bids:

• B-23561 for Technical Proposal and All Required Forms

• Please see CPO Notice 2020.03 Electronic Submission of IFBs and RFPs.

Proposals received after the due date/time will not be accepted.

SUBMISSION HIGHLIGHTS

Bid Packet Organization Offerors are required to follow without exception the offeror response organization as outlined beginning on page 9 of the RFP document.

Offers are to be submitted and uploaded into BidBuy, all packet title and content requirements are listed and detailed in the RFP. All files shall be submitted in BidBuy Bid #B-23561

Pricing shall be submitted as an attachment. Please see Vendor Instructions on how to submit a RFP Proposal attachment to see how to submit pricing accordingly and securely. Please see next slide.

SUBMISSION HIGHLIGHTS

Attachments Tab For each required quote attachment listed:

“Upload” (next to each required attachment) “Choose File”

Note: If a pricing document is required, mark the box next to the question, “Does this Attachment contain any pricing, cost, or discount information?”

Failure to mark this box when attaching a pricing document may result in disqualification.

OFFEROR CHECKLIST

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Incomplete Offeror packages will be considered non-responsive Vendors utilizing “Forms B” must be registered specifically with the Illinois

Procurement Gateway to be deemed responsive Verify that you are registered with the Illinois Procurement Gateway (IPG) on the IPG homepage (https://ipg.vendorreg.com). Search for your Business Name. If your company does not appear in the search results, you are not registered in the IPG.

To use FORMS B, vendors must be listed in the “Registered Vendor Directory” and provide a valid registration number with expiration date from the Illinois Procurement Gateway.

Registration information from other government entities will not be accepted.

If your company is not listed in the IPG Registered Vendor Directory you must utilize the “FORMS A” option to meet the certification and disclosure requirements https://owa.tollway.state.il.us/owa/redir.aspx?REF=LWeOHKqTUJl4yZFU70TFv1lz1FvrA4MSH1ryVj80DPLApmqwuMrXCAFodHRwczovL2lwZy52ZW5kb3JyZWcuY29tLw..

OFFEROR CHECKLIST

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Secretary of State File Detail Report

• Offerors must be registered with the Illinois Secretary of State when submitting their proposal.

A person (other than an individual acting as a sole proprietor) must be a duly constituted legal entity prior to submitting a bid and authorized to transact business or conduct affairs in Illinois prior to execution of the contract. For more information, see Authorized to Transact Business or Conduct Affairs in Illinois in Forms A, Part 3.

Illinois State Board of Elections

• Offeror may be prohibited from making political contributions and be required to register with the State Board of Elections. For more information, see State Board of Elections in Forms A, Part 5.

Illinois Department of Human Rights Public Contracts Number: Offeror shall complete and return the IDHR Public Contracts Number form in Forms A , Part 2.

C o m m i t m e n t t o D i v e r s i t y F o r m - At t a c h m e n t A

BID EVALUATION/SCORING

Presented on June 16, 2021

Proposals will undergo a responsiveness review to determine compliance with submittal requirements. All proposals that successfully pass responsiveness review will be eligible for evaluation based on each proposal’s responsive elements

• Total number of points achievable: 385 points

• Responsiveness Elements: 256 points

• Commitment to Diversity Elements: 52 points

• Pricing: 77 points

Must receive a minimum of 205 points in the Responsive Elements to be considered for price evaluation and award.

BUSINESS ENTERPRISE PROGRAM and

VETERAN BUSINESS PROGRAM

Business Enterprise Program (BEP) goal: 14% Veteran Owned Small Business Program (VOSB) goal: 1% Required Documentation:

Vendors must submit a Utilization Plan for each goal program

• Indicate how they are meeting goal or provide good faith efforts

• Complete Letter of Intent for each vendor in the plan

Utilization Plan can be found at:

https://www2.illinois.gov/cpo/general/Pages/SolicitationandContractTemplates.aspx

Vendor search of certified firms found at:

https://cms.diversitycompliance.com https://cms.diversitycompliance.com/

BACKGROUND

Tollway Customers Payment Methods

• Automatic payment with a credit card on file

• Tollway’s ecommerce portal

• Tollways call-in Customer Service Center

• Tollway’s 4 walk-in Customer Service Centers – only locations which accept cash payments

Most Tollway patrons pay via automatic credit card payments or the Tollway’s ecommerce portal

Tollway estimates that potentially 250,000 annual payment transactions may be processed through retail payment locations

RFP GOAL

The Illinois Tollway is seeking to expand payment options to its customers at retail locations

• At a minimum, the vendor is required to provide retail locations where patrons can make in-person cash payments for IPASS accounts and invoices

• Tollway seeks to expand service channels for all customers

• Emphasis on servicing unbanked/underbanked patrons

• Special focus on customers seeking a convenient cash payment service and location close to home

Proposal evaluation:

• Offeror’s methods for handling patron payments

• Offeror’s ability to provide service to the broadest geographic territory, and targeted demographic coverage for those patrons most in need of cash payment alternatives

RFP REQUIREMENTS – Underser ved Z ip Code Coverage

Unbanked/underbanked patrons Targeted zip codes are provided within the RFP Offerors shall provide a narrative describing how they shall serve the city zip codes listed in Appendix 1

RFP REQUIREMENTS – Regional Locat ions

Regional coverage encompasses the Tollway service territory which includes the counties around the Illinois toll roads:

• Jane Addams Memorial Tollway (I-39/I-90/US 51)

• Veterans Memorial Tollway (I-355)

• Ronald Regan Memorial Tollway / Chicago-Kansas City Expressway (I-88/IL 56/IL 110)

• Tri-State Tollway (I-80/I-94/I-294)

• Elgin-O’Hare Tollway (IL 390)

RFP REQUIREMENTS– Nat ionwide Locat ions

Though predominantly local, Illinois Tollway I-PASS and invoice patrons come from all U.S.

states and beyond.

Desirable nationwide coverage shall provide service locations in other Illinois counties Locations in key surrounding states including: Indiana, Iowa, Michigan, Minnesota, and

Wisconsin.

RFP REQUIREMENTS-Retai l Locat ions

Payment Processing

• Accept, at a minimum, cash payments

• Accept barcodes or QR codes from customers via paper invoice , mobile app, or manual entry of account or invoice reference number

• Provide payment receipt

• Payment methods other than cash are encouraged

• Customers will not be charged for the service (fees invoiced to Tollway)

Operations

• Fully Trained Staff

• Hours of operations

• Safety precautions at retail locations

Marketing

• Marketing plan – onsite posters and social media mentions

RFP REQUIREMENTS- Technical & Report ing

Technical Requirements

• Provide real-time payment updates to Tollway electronically, including payment cancellations

• Use standard Application Programming Interface (API) protocol

• Alert mechanisms for technical difficulties

• Approved by Tollway governance process

Reporting Requirements

• Detailed payment reporting for funding reconciliation

• Detailed payment reporting for Tollway back-office reconciliation

• Demographic reporting

RFP REQUIREMENTS-Vendor ’s Exper ience & Compl iance

Vendor’s Experience

• Minimum 3 years experience providing retail payment locations and services

• Minimum 3 years project manager experience

Compliance

• Standards for Attestation Engagements (SSAE16) Service Organization Control Audit (SOC1)

• Personally Identifiable Information (PII)

• Payment Card Industry Data Security Standards (PCI DSS)

Questions may be sent to Sonja Wolniakowski at sonja.wolniak@getipass.com mailto:sonja.wolniak@getipass.com

THANK YOU