7-Instructions to Bidders Template.docx
DOCX document 38 KB Posted
- Solicitation number
- 25-68
- Issued by
- Montgomery County, Pennsylvania
About this file
This is a Standard Instructions for Bidders Template document issued by Montgomery County, Pennsylvania for solicitations submitted through its Procurement Portal. The document establishes procedural requirements and binding terms for all bidders responding to County procurement opportunities, including the Human Capital Management (HCM) Platform & Implementation Services opportunity. Key procedural requirements include submission of bids exclusively through the Montgomery County Procurement Portal unless otherwise stated, with separate document uploads required for the Responsible Contractor Form (if applicable), Cost/Pricing Proposal, Appendix A, and a current W-9 form. The County reserves the right to reject any or all bids or parts thereof in its best interest and will only provide binding answers to bidder inquiries through written responses posted on the Procurement Portal, with responses to questions submitted less than seven days before bid opening not guaranteed. Bidders experiencing technical submission problems may request alternate submission means provided they notify the County at least thirty minutes before the solicitation closes, though acceptance is solely at the County's discretion.
All bidders are required to comply with the County's Standard Terms and Conditions and conform to specifications that may include brand name equivalency requirements, whereby vendors must demonstrate that proposed alternatives meet or exceed specified standards and may be required to provide samples or demonstrations. The County is exempt from Federal Excise Taxes and Pennsylvania Sales Tax, and net bid prices must exclude these amounts except for construction, repair, and maintenance contracts. Construction projects require bid bonds equal to five percent of total bid value including alternates. In evaluating bids, the County may consider factors beyond price, including delivery time, bidder experience, past performance, and other pertinent factors. All contractors must comply with federal and state laws, including Executive Order 11246 regarding Equal Employment Opportunity, Pennsylvania's Steel Procurement Act and Motor Vehicle Procurement Act requirements where applicable, and prevailing wage requirements if applicable to the project.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 3-Appendix C Security and Compliance Questionnaire.xlsx | XLSX spreadsheet | |
| 4-Appendix A Functional Capabilities Matrix.xlsx | XLSX spreadsheet | |
| 1-Appendix B Pricing Workbook.xlsx | XLSX spreadsheet | |
| 5-Contract Cover and Signature Page (SAMPLE).pdf | ||
| 8-Trade Secret Form.pdf | ||
| 2-Appendix D Scripted Demo Scenarios.docx | DOCX document | |
| 6-Exhibit A - Standard Terms and Condition for IT Supplies and Services - Updated 7.30.24.pdf | ||
| 10-RFP 25-68 - HCM Platform and Implentation Svcs SOW (Final).pdf | ||
| 9-Appendix E - Rev 10.25.23.docx | DOCX document |
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Text version
STANDARD INSTRUCTIONS FOR MONTGOMERY COUNTY PROCUREMENT PORTAL
SOLICITATIONS
1. No verbal instructions or information to bidders will be binding. The specifications will be considered clear and complete unless written attention is called to any apparent discrepancies or incompleteness thereof, before the opening of bids. Should any inquiries be received by the Commissioners relating to this bid or proposal, only answers posted on the Montgomery County Procurement Portal will be considered binding and incorporated into the specification.
2. Bids or proposals will be considered as conclusive evidence of complete examination of specifications, addendums, samples and any other document included with the solicitation. Also, electronic submission of the document will be considered as providing a binding digital signature to the bid or proposal.
3. The Commissioners of the County of Montgomery reserve the right to reject any or all bids, proposals or parts thereof, as deemed to be in the best interest of the County.
4. All Bidders who submit a bid agree to be bound by the County’s Standard Terms and Conditions, which are attached to the specification as an exhibit.
5. Any instructions contained in the description section of Montgomery County Procurement Portal for this solicitation shall be considered binding and part of this specification.
6. The County shall answers questions on a best efforts basis unless otherwise stated. Questions received less than seven days prior to the opening of a bid or proposal may not receive a response.
7. All bids should be submitted through the Montgomery County Procurement Portal unless otherwise stated.
8. When uploading your response, please submit the following as separate documents in addition to your proposal: Responsible Contractor Form (if required), Cost/Pricing Proposal, Appendix A, and a current W-9.
9. If a vendor experiences a technical problem uploading a bid or proposal to the Montgomery County Procurement Portal, the County may accept the proposal through alternate means, provided the problem was brought to the County’s attention at least a half-hour prior to the solicitation’s close. Acceptance through alternate means will be solely at the discretion of the County, and may not be challenged. Technical problems of any kind raised within a half-hour of the solicitation’s closing, regardless of cause will be solely attributed to the vendor’s negligence unless the County determines it is in the County’s best interest to allow the submission.
Specification
10. These specifications are intended to cover the furnishing of all materials and the performance of all work that may be required or necessary for the complete performance of the contract, and the Contractor will be required to do all things that may be necessary to fully complete the work within the purview of these specifications. Where plans accompany certain sections of the specifications, these shall be considered a part of these specifications.
Interpretation of Specifications
11. Should a bidder or proposer discover discrepancies in the specifications, the matter shall be at once brought to the attention of the Commissioners, and the discrepancies corrected before proceeding further.
12. All explanations, interpretations and instructions required under these specifications will be given by the Commissioners or their designated Representative on written request from bidders and posted to the Montgomery County Procurement Portal website.
13. All equipment, services and/or material shall conform to the requirements of these specifications, and any equipment and/or material determined by the Commissioners as not meeting these specifications shall at once be removed and replaced according to the Standard Terms and Conditions unless otherwise indicated in the specification.
Exemption from Federal Excise and Pennsylvania Sales Taxes
14. The County is exempt from Federal Excise Taxes and the Pennsylvania Sales Tax. Net prices as shown in the bid or proposal shall exclude said Federal and State Tax amounts.
Note: This provision shall not apply to construction, repair and/or maintenance contracts where under bidder purchases supplies, materials and/or equipment and includes costs thereof in computation of his bid or proposal.
Equivalency Clause
15. Where the use of a manufacturer’s brand name and/or model number appear in these specifications it is intended only to indicate that said brand name and/or model number is the minimum standard desired by the County of Montgomery. Vendors desiring to bid or propose on items other than those indicated shall state the brand name and/or model number upon which their bid or proposal is based.
It shall be the vendor’s responsibility to prove to the County that said items are equal to or better than those indicated. Specification Documents, Literature, etc., shall accompany Bid Proposal. The County reserves the right to request samples of items and/or requires a demonstration of same if appropriate.
Failure to comply with this requirement may be cause for rejection of bid.
Error in Extension
16. Where an error is made in computing the extension of the per unit price to total price, the per-unit price quoted shall govern.
County Right
17. The County reserves the right to accept or reject any or all bids, proposals or parts thereof and to award the contract as is determined to serve the County’s best interest.
Bid Bond
18. A bid bond is not required for any bids or proposals except those involving construction projects, unless otherwise specified. For construction projects, all bond procedures should comply with 16 P.S. § 5518.
19. A bid bond is required for all construction projects. Unless otherwise specified, the bid bond should be for 5% of the total bid value including alternates.
Rejection of Bid
20. A bid or proposal, which is incomplete, obscure, conditioned, or which contains additions not called for, or irregularities of any kind, including alterations or erasures, may be rejected. If the specification requires a bid bond, County may reject the bid if the bond is deficient in some manner.
Bidders Responsibility Factor
21. In evaluating bids, in addition to price, the County may consider delivery time, bidders’ experience, past record of bidder in meeting commitments and any other general factors that may be deemed pertinent to the best interests of the County. The County reserves the right to request bidder to supply additional information prior to award of contract should such action be deemed in the County’s best interest.
Contractor Obey Laws
22. Contractor shall obey all Federal, State, County, Municipal laws or ordinances in any way pertaining to the requirements of the specifications, and shall obtain any and all permits, etc., which may be necessary.
Steel Procurement Act
23. Should the work under these specifications require the use of Steel or Steel Products, bidders shall note that only steel products produced in the United States of America shall be used in the performance of the work if called for in these Contract Documents. Bidders are required to familiarize themselves with the Commonwealth of Pennsylvania’s Act No. 1978-P.L.6 - No. 3, The Steel Procurement Act, as it pertains to this requirement.
Motor Vehicle Procurement Act
24. Contractor shall supply only motor vehicles, which are manufactured in North America. Where specifications call for the purchase or lease of vehicles for the County, the bidder must indicate on the Proposal Page that a substantial majority of the principal components of the vehicle upon which a bid proposal is being submitted was assembled into final products in an assembly plant in North America. Bidder shall indicate plant location. Remanufactured automobile parts shall be used as defined in Resolution 09-C.463.
Used Oil Products Preference
25. As provided for in the act of April 9, 1982 (P.L.314, No.89), known as the Pennsylvania Used Oil Recycling Act, the County and persons holding contracts with the County shall encourage and, to the extent possible, require the procurement and purchase of recycled oil products as substantially equivalent to products made from new oil.
Protection of Work, Life, Property
26. Contractor shall continuously maintain adequate protection of its work from damage, and shall protect the County’s property from injury or loss arising in connection with this contract. It shall make good any such damage, injury or loss except such as may be directly due to errors in the contract documents or caused by agents or employees of the County. It shall adequately protect adjacent property as provided by law and the contract documents. It shall provide and maintain all passageways, guard fences, lights and other facilities for the protection required by public authority or local conditions.
EQUAL EMPLOYMENT OPPORTUNITY
27. Executive Order 11246 “During the performance of this contract, the contractor agrees as follows:
(a) The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination: rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of this nondiscrimination clause.
(b) In the event of the contractor’s noncompliance with the nondiscrimination clauses of this contract or with any of such rules, regulations, or orders, this contract may be cancelled, terminated or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts in accordance with procedures authorized in Executive Order No. 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order No. 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law.”
(c) In the hiring of employees for the performance of work under the contract or any subcontract, no contractor, subcontractor or any person acting on behalf of the contractor or subcontractor shall be reason of gender, race, creed or color discriminate against any citizen of this Commonwealth who is qualified and available to perform the work to which the employment relates.
(d) No contractor or subcontractor or any person on their behalf shall in any manner discriminate against or intimidate any employee hired for the performance of work under the contract on account of gender, race, creed or color.
(e) The contract may be canceled or terminated by the County and all money due or to become due under the contract may be forfeited for a violation of the terms or conditions of that portion of the contract.
Additional Forms
28. The Prevailing Minimum Wage Predetermination, if applicable to the project, is a separate section of these contract documents, attached hereto and made a part hereof.
29. All documents contained in Appendix A must be provided.
30. The Contract Cover and Signature Page is provided for reference and does not need to be provided with a bid or proposal.
31. If HIPAA does not apply to this contract, the Business Associate Agreement may be ignored if it is included with the bid documents.
32. The Trade Secret form is optional and should only be provided if vendor is claiming any part of the bid or proposal is a Trade Secret or contains Confidential Proprietary Information.
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