5) Financial Proposal Form -.xlsx
XLSX spreadsheet 24 KB Posted
- Attached to
- Filfullment Services
- Solicitation number
- BPM054543
- Issued by
- Maryland
About this file
This Financial Proposal Form is part of RFP #BPM054543 issued by the Maryland Health Benefit Exchange (MHBE) for fulfillment center services. The solicitation encompasses inbound document processing services including receipt, sorting, indexing, scanning, data entry, and shredding; outbound fulfillment services such as system-generated and manual notice production, voter registration forms, paper applications, and IRS 1095 forms production; Medicaid Managed Care Organization (MCO) enrollment packet production and mailing; MCO provider network directory services; returned mail management with address correction and CRM recording; and development, testing, and network connectivity services. Monthly outbound notice volumes range from approximately 12.6 million to 15.3 million pages, with MCO enrollment packets estimated at 7,500 per month and Medicaid cards totaling 300,000 annually. The contract structure consists of a three-year base period with one two-year option period. The proposal deadline is February 23, 2026 at 10:00 AM EST, with a pre-proposal conference held on December 22, 2025, and questions due by January 26, 2026. Proposals must be submitted on eMarylandMarketplace Advantage (eMMA).
Offerors must submit pricing on the provided Financial Proposal Form in Excel and PDF format using fully-loaded unit prices that include all labor, materials, overhead, and postage costs with no contingencies or conditions. All unit and extended prices must be clearly entered in dollars and cents, with calculations rounded to the nearest cent, and every blank completed or the proposal may be deemed not reasonably susceptible of being selected for award. Pricing must be provided for the base term year and the three-year option year for each service line item including inbound document processing, system-generated notice production, manual notice production, voter registration forms fulfillment, paper application fulfillment, IRS forms production, MCO enrollment packet production and mailing, MCO provider network directory services, returned mail management, network infrastructure, and specific development and testing. The authorized signatory must sign and date the form. A 10% Minority Business Enterprise (MBE) or Disadvantaged Business Enterprise (DBE) subcontracting goal applies based on total contract dollar amounts including all renewal options. Offerors must possess at least three years of experience within the past seven years in barcode reading and scanning high volumes, electronic data file processing, ACA eligibility document processing, and third-party CRM solutions such as Salesforce, and must be SOC2 compliant and capable of meeting IRS Publication 1075 requirements within 90 days. Federal funding supports this procurement.
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Other files
| File | Type | Posted |
|---|---|---|
| Revised Financial Proposal Form - 1.8.2026.xlsx | XLSX spreadsheet | |
| Preproposal Conference Link.pdf | ||
| AMENDMENT #1 Fulfillment Services.pdf | ||
| Amendement #2 updated FINAL Fulfillment 1.8.2026.pdf | ||
| Attachment-1.-No-Bid_Proposal-Notice_Vendor-Feedback-Form-1-1.docx | DOCX document | |
| 4) EXHIBIT 4 NEEA.pdf | ||
| AMENDMENT #3 location.pdf | ||
| updated FINAL Fulfillment 1.20.2026.docx | DOCX document | |
| QUESTION ANSWER #1.pdf | ||
| 3) EXHIBIT 2 Sample Contract.pdf | ||
| 2) FINAL Fillfullment.pdf | ||
| 2) FINAL Fillfullment.pdf | ||
| Revised Financial Proposal Form - 12.22.25.xlsx | XLSX spreadsheet | |
| 5) Financial Proposal Form -.xlsx | XLSX spreadsheet | |
| 2) FINAL Fillfullment.pdf |
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Text version
Attachment E -Instructions
| ATTACHMENT E – FINANCIAL PROPOSAL INSTRUCTIONS |
| In order to assist Offerors in the preparation of their Financial Proposal and to comply with the requirements of this solicitation, Financial Proposal Instructions and a Financial Proposal Form have been prepared. Offerors shall submit their Financial Proposal on the Financial Proposal Form in accordance with the instructions on the Financial Proposal Form and as specified herein. Do not alter the Financial Proposal Form or the Proposal may be determined to be not reasonably susceptible of being selected for award. The Financial Proposal Form is to be signed and dated, where requested, by an individual who is authorized to bind the Offeror to the prices entered on the Financial Proposal Form. |
The Financial Proposal Form is used to calculate the Offeror’s TOTAL PROPOSAL PRICE. Follow these instructions carefully when completing your Financial Proposal Form:
A. All Unit and Extended Prices must be clearly entered in dollars and cents, e.g., $24.15. Make your decimal points clear and distinct.
B. All Unit Prices must be the actual price per unit the State will pay for the specific item or service identified in this RFP and may not be contingent on any other factor or condition in any manner.
C. All calculations shall be rounded to the nearest cent, i.e., .344 shall be .34 and .345 shall be .35.
D. Every blank in every Financial Proposal Form shall be filled in. Any changes or corrections made to the Financial Proposal Form by the Offeror prior to submission shall be initialed and dated.
E. Except as instructed on the Financial Proposal Form, nothing shall be entered on or attached to the Financial Proposal Form that alters or proposes conditions or contingencies on the prices. Alterations and/or conditions may render the Proposal not reasonably susceptible of being selected for award.
F. It is imperative that the prices included on the Financial Proposal Form have been entered correctly and calculated accurately by the Offeror and that the respective total prices agree with the entries on the Financial Proposal Form.
G. If option years are included, Offerors must submit pricing for each option year. Any option to renew will be exercised at the sole discretion of the State and will comply with all terms and conditions in force at the time the option is exercised. If exercised, the option period shall be for a period identified in the RFP at the prices entered in the Financial Proposal Form.
H. All Financial Proposal prices entered below are to be fully loaded prices that include all costs/expenses associated with the provision of services as required by the RFP. The Financial Proposal price shall include, but is not limited to, all: labor, profit/overhead, general operating, administrative, and all other expenses and costs necessary to perform the work set forth in the solicitation. No other amounts will be paid to the Contractor. If labor rates are requested, those amounts shall be fully-loaded rates; no overtime amounts will be paid.
I. Unless indicated elsewhere in the RFP, sample amounts used for calculations on the Financial Proposal Form are typically estimates for evaluation purposes only. Unless stated otherwise in the RFP, the Department does not guarantee a minimum or maximum number of units or usage in the performance of this Contract.
J . Failure to adhere to any of these instructions may result in the Proposal being determined not reasonably susceptible of being selected for award.
Attachment E -Proposal
| FINANCIAL PROPOSAL | |||||
| FULFILLMENT CENTER RFP # | |||||
| Statement of Work Section | Fixed Unit Cost* Base Term Year 3 | Fixed Unit Cost* one (2-year Option ) | TOTAL | ||
| Inbound Document Processing Services: | |||||
| Provide Unit Price Per Page | |||||
| Receipt; Sort; Index/Scan; Data entry to CRM or HBX (when applicable); Shred 3.2.1.8 | $ - 0 | $ - 0 | $ - 0 | ||
| Outbound Fulfillment: | $ - 0 | ||||
| Provide Unit Price Per Page | |||||
| System Generated Notice Production 3.2.1.3 | $ - 0 | $ - 0 | $ - 0 | ||
| Manual Notice Production 3.2.1.2 | $ - 0 | $ - 0 | $ - 0 | ||
| Voter’s Registration Forms Fulfillment 3.2.1.3 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |
| Paper Application Fulfillment 3.2.1.4 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |
| IRS Forms 1095-A and 1095-B Production 3.2.1.5 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |
| Provide Unit Price Per Packet | |||||
| Medicaid Managed Care Organization (MCO) Enrollment Packet Production and Mailing 3.2.1.6 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |
| MCO Provider Network Directory - 3.2 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |
| Returned Mail Management: | |||||
| Provide Unit Price Per Piece | |||||
| Attempt address correction; Record Actions in CRM (per piece) | $ - 0 | $ - 0 | $ - 0 | ||
| Development, Testing, Network Connectivity Services: | |||||
| Fixed Unit Cost - All Fixed Unit Costs will include all labor and material costs | |||||
| Network Infrastructure 3.2.1.11 | $ - 0 | $ - 0 | $ - 0 | ||
| Specific Development & Testing 3.2.1.12 | $ - 0 | $ - 0 | $ - 0 | ||
| Totals Per year | $0.00 | $0.00 | $0.00 | $0.00 | $ - 0 |
| Total Evaluated Cost | $0.00 | ||||
| *All proposed costs are to be fully loaded and include all labor, materials and postage costs. | |||||
| Submitted By: |
Authorized Signature: ____________________________________ Date: ________________________
Printed Name and Title: ___________________________________________________________________________________
Offeror Name:_________________________________________________________________________
Offeror Address: _______________________________________________________________________
FEIN: ____________________________________ eMM # ___________________________________
Offeror Contact Information: Telephone: (____) ____-- _____________Fax: (____) ____--__________
E-mail: ______________________________________________________________
To be submitted in Excel and PDF Format
File details come from the government source that posted it. Updated .