9 1 - Consulting Services ITQ - How to Submit an ITQ Proposal.pdf

Consulting Services Invitation to Qualify (ITQ) How to Submit an ITQ Proposal

To submit a proposal for the Consulting Services ITQ Contract, 4400007410, a supplier must be registered with the Commonwealth through the PASupplierPortal Website. If you are not a registered supplier, please review the Commonwealths Registration Guide in help registering as a Commonwealth Supplier.

The PASupplierPortal is a secure website. The PASupplierPortal certified browsers are Internet Explorer 6.0, 7.0 and Mozilla Firefox on a Windows XP based operating system. Other products may work; however, full functionality cannot be assured. Caution: DO NOT use the Browser’s navigation buttons at any point in the application.

Suppliers interested in doing business with the Commonwealth of Pennsylvania through the Consulting Services ITQ Contract, 4400007410, must develop and submit a proposal along with all supporting documentation through the PASupplierPortal Website. The Commonwealth will evaluate the proposal and supporting documentation to determine whether the supplier meets the minimum eligibility requirements. Suppliers must also complete and submit additional required documentation as specified in Part II – Bid Requirements for their proposal to be considered as being complete and responsive.

Suppliers may submit a proposal for one, all, or any combination of the Service Categories as listed in Part I – Statement of Work.

Please follow these steps in order to fully submit an ITQ proposal.

• Login to the PASupplierPortal Website

• Navigate to the ITQ Application

• Step 1: Select ITQ

• Step 2: Proposal Contact Information

• Step 3: Service Categories

• Step 4: Client References

• Step 5: Technicals

• Step 6: Additional Required Documentation

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Login to the PASupplierPortal Website

Go to www.pasupplierportal.state.pa.us.

• NOTE: The PASupplierPortal is a secure website. The PASupplierPortal certified browsers are Internet Explorer 6.0, 7.0 and Mozilla Firefox on a Windows XP based operating system. Other products may work; however, full functionality cannot be assured.

Click on SUPPLIER LOGON in the top left hand corner of the page.

Enter your Logon ID and Password and then click the Log In button.

• NOTE: If you are having trouble with your log in credentials you may either call the Help Desk at (717) 346-2676 or use the Reset Password function.

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Navigate to the ITQ Application

Click on the Bidder tab in the top left hand corner of the page.

Click on the Enterprise Applications subcategory on the left side of the page from the Detailed Navigation Toolbar.

• NOTE: If you receive the error “NAVIGATION TO THE WEBPAGE WAS CANCELED” the internet browser you are using is not supported.

Click on Enterprise ITQs in the center of the page.

From the drop down list in the center of the page click on Create New.

• NOTE: If you have already begun developing a proposal, select the Proposal button and then select the appropriate proposal from the drop down list.

Step 1: Select ITQ

Click on Step 1. Select ITQ

Click on the View button of the appropriate ITQ Contract for which you plan on submitting a proposal.

• NOTE: This will display a Parts I-IV of the ITQ. It is important to review each part of the ITQ.

Once you have reviewed each part of the ITQ, click on Back to Select ITQ.

Click on the Select button on the right hand side of the page to choose the ITQ for which you plan on submitting a proposal.

• NOTE: Once the select button is clicked you will be redirected to the Edit a Proposal screen.

Step 1 is then complete and will display with a check mark to appropriate box as confirmation.

Step 2: Proposal Contact Information

Click on Step 2. Proposal Contact Information

Fill-in all of the required fields for the proposal contact and then click on the Create/Edit Supplier Profile button at the top of the page.

• NOTE: If you fail to fill-in all of the required fields, the Submit button on Step 7. Pre- Submission Audit will not display.

Fill in all of the fields on the ITQ Supplier Profile Questionnaire.

• NOTE: The entire ITQ Supplier Profile Questionnaire must be completed before you can perform a successful save of all entered data. You may add “0” or “N/A” in the areas that are non-applicable. Please refer to the Supplier Profile Questionnaire Reference Guide for further instructions.

Click Save at the bottom on the page when you are have finished Filling-in all of the required fields for the proposal contact information.

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Step 3: Service Categories

Click on Step 3. Service Categories

Scroll through the Service Categories in the left-hand box. Once you find the appropriate Service Category(ies) for which you plan on submitting a proposal, click on the Add button to move it to the right-hand box.

• NOTE: To view the Service Category description click on the Description button when the Service Category is highlighted.

You may delete a Service Category by clicking on the Delete button.

• NOTE: Deleting a Service Category will remove any related References, Counties or

Technicals that may have been added.

Click Save at the bottom on the page when you are have finished selecting the Service Category(ies) for which you plan on submitting a proposal.

Step 4: Client References

Click on Step 4. Client References

Fill in all of the required fields and then click the Add button to add each individual client reference.

• NOTE: The total number of client references added must correspond with total number of client references required in order to be able to transmit the electronic email alert message.

• NOTE: Scope - Describe in adequate detail the Project Scope for this reference. Detail may include problem/resolution, impact, cost savings, project budget, resources and any other elements that best describe the project. Failure to demonstrate adequate detail the Project Scope will result in disqualification.

• NOTE: Relevancy - Describe in adequate detail how the project is relevant to the service category for which your company is attempting to qualify and how it directly relates to the service category description from Part I – Statement of Work. Failure to demonstrate in adequate detail how the project is relevant to the service category will result in disqualification.

Once all of your client references have been added click on the Finish button, then click Send to References.

• NOTE: A window will pop up with the message “Are you sure reference data is accurate?”

click on OK. At the top of your screen the message “References have been contacted” will display as confirmation that your electronic email alert message was transmitted to your client references.

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To edit a client reference, click on Step 4. Client References in the center of the Edit a Proposal page.

Click on the Edit button

Make the necessary changes and click on the Update button at the bottom of the screen. This will redirect you to the Client Reference Screen. Then click on Re-Send Reference.

• NOTE: A window will pop up with the message “Are you sure reference data is accurate and want to Re-Send” click on OK to transmit the electronic email alert message to your client reference.

Step 5: Technicals

This step is not applicable to the Consulting Services ITQ.

Step 6: Additional Required Documentation

Click on Step 6. Additional Required Documentation

Select the appropriate document type that you would like to upload from the dropdown list and then click the Browse… button to find the document saved on your computer. Click the Add button to upload the document. Repeat these steps to upload your documentation for each required document type.

• NOTE: Each document will appear at the bottom of the page to ensure that has been successfully uploaded.

Click Save at the bottom on the page once you have uploaded the appropriate documentation for each document type.

Step 7: Pre-Submission Audit

Click on Step 7. Pre-Submission Audit

The pre-submission audit is used to track your progress while developing your ITQ proposal.

• NOTE: If the far right column is marked Complete then the step is complete.

• NOTE: If the far right column is left blank then the step is incomplete. In this case, click on the

Cancel button at the bottom of the page and click on the appropriate step that is not complete.

An empty checkbox will indicate that the step is incomplete

Once you proposal is complete the following statement will appear below the pre-submission audit task box. You must read and accept this agreement by selecting the checkbox which will trigger the Submit Proposal button to become active. Click on the Submit Proposal button to submit your proposal for the ITQ Administrator to review and evaluated.

Click on Step 7. Pre-Submission Audit in the center of the page.

To ensure that the proposal has been submitted, check the status of the Proposal Current Status as it should display as Submitted.