3-RFQ Sec0. Solicitation, Offer Award Form v2.pdf

1 Transit Way

Pontoon Beach, IL 62040

SOLICITATION, OFFER AND AWARD FORM

SOLICITATION

1. Issue Date: October 13, 2025 3. Bid Title:

403(b) Employee Education Services No. 25-2-13601 2. Request for Quote (RFQ)

4. Submit Offer to:

Instructions provided in section 2

5. Bid Deadline: (please advise if additional time is needed to submit a bid)

October 29, 2025, at 2:00 PM CT

6. Submit with Offer: Forms and documents listed in section 2 “Bid Submittal Instructions”.

7. Offers will not be publicly opened.

8. Firm Offer Period: Offers submitted shall remain firm for a period of 90 calendar days from the final due date for bids.

9. NOTE: “Offer” and “offeror” mean “bid” and “bidder”.

10. This solicitation and any resulting contract, respectively, consists of this Form, the Table of Contents sections, attachments, and exhibits listed on page 2, solicitation addenda (if any), and any contract modifications.

11. Deadline for questions and variance requests: October 20, 2025, at close of business day.

OFFER

(to be completed by Bidder)

12. Bidder/Contractor Name:

13. Mailing Address: 14. Telephone Number:

15. City - State - Zip 16. Fax Number:

17. Organization is: (check one)

Corporation Sole Proprietorship Partnership Quasi-Public Agency

Public Agency Joint Venture

LLC

Other, specify_________

18. Bidder’s annual gross receipts:

Less than $500,000 $500,000 - $1,000,000 $1,000,000 – $2,000,000 $2,000,000 – $5,000,000 More than $5,000,000

19. Number of people employed on a regular basis:

20. Number of Years in Business

21. Sam.gov Unique Entity ID

22. Dun and Bradstreet #

(DUNS)

23. Is the bidder presently certified as a Disadvantaged Business Enterprise (DBE) by the Illinois Unified Certification Program (UCP) according to the type of work/services called for in this solicitation?

YES NO

24. Bidder acknowledges receipt of the following addenda to the solicitation:

Addendum # and Date Addendum # and Date

25. The undersigned agrees, if this offer is accepted by Agency for Community Transit, to furnish all items, and or provide the services upon which a price is offered in block 26., and to deliver the items and or perform the services within the time specified.

26. Total Bid Price

$ Refer to Technical Response

27. Reserved

28. Reserved 29. Reserved

30. E-Mail Address of Bid Contact Person

31. Name of Person Authorized to Sign the Offer: (Type or Print) 32. Title

33. Signature of Authorized Representative 34. Date

AWARD

(to be completed by Agency for Community Transit)

35. Accepted as to:

36. By: Steven J. Morrison, Executive Director

37. Date

Agency for Community Transit 403(b) Employee Education Services No. 25-2-13601

TABLE OF CONTENTS

SECTION TITLE PAGES

0 Solicitation, Offer, and Award Form 2 1 Introduction & Bid Summary 5 2 Bid Submittal Instructions 2 3 Special Conditions 1 4 Scope of Work 1 5 Federal Provisions 5 6 State of Illinois Provisions 1 7 General Terms and Conditions 1 8 Bid Submittal Documents

− Solicitation, Offer, and Award Form − Lobbying Certification − Federal Tax Liability and Recent Felony Convictions Certification − Technical Response