9-OESBD - Procurement Preferences SBE-CBE.docx

DOCX document 40 KB Posted

Attached to
Master Banking Services
Solicitation number
GEN2131264P1
Issued by
Broward County, Florida

About this file

This is a Procurement Preferences form issued by the Broward County, Florida Office of Economic and Small Business Development (OESBD) in accordance with the Broward County Business Opportunity Act and the Broward County Code of Ordinances. The form is designed to support the Master Banking Services solicitation, which seeks qualified vendors to provide one or multiple banking services across five groups: Lockbox Services, Merchant Card Services, Purchasing Card Services, Third-Party Custodian/Safekeeping Services, and Treasury Services. Vendors must perform all work without subcontracting or outsourcing and must submit separate responses for each banking service proposed. Broward County reserves the right to award each banking service to a single vendor or multiple vendors at its sole discretion.

The form establishes procurement preference mechanisms for certified Broward County Small Business Enterprises (SBEs) and County Business Enterprises (CBEs). For Invitations to Bid and Quotation Requests, a certified SBE or CBE submitting a bid within ten percent of the lowest responsive, responsible bid from a non-certified vendor may be offered the opportunity to match that lowest bid and receive the award if determined responsive and responsible. For Request for Proposals, an SBE or CBE proposer whose score falls within five percent of the highest-ranked non-certified proposer shall be considered the highest-ranked proposer and may proceed to contract negotiations. Vendors must indicate their certification status at the time of solicitation opening, and certification will be verified through the Broward County OESBD Certified Firm Directory. Additional requirements include compliance with License/Certification Requirements, Enterprise Technology Services Vendor Security Questionnaire, and Payment Card Industry Data Security Standard Requirements.

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Other files

File Type Posted
31-Group 4-Third-Party Safekeeping Custodian, Scope of Services, GEN2131264P1.pdf PDF
19-Vendor Reference Verification, Merchant Card Services (Group 2), GEN2131264P1.docx DOCX document
27-Demonstration Script, Treasury Services (Group 5), GEN2131264P1.docx DOCX document
41-Enterprise Technology Services Vendor Security Questionnaire, GEN2131264P1.xlsx XLSX spreadsheet
21-Vendor Reference Verification, T-P Custodian Safekeeping Services (Group 4), GEN2131264P1.docx DOCX document
14-Insurance Requirements, Merchant Card Services (Group 2), GEN2131264P1.pdf PDF
43-Group 3-Purchasing Card Services, Scope of Services, GEN2131264P1.pdf PDF
29-Location Certification - RFP-RFQ-RLI.docx DOCX document
44-Group 5-Treasury Services, Scope of Services, GEN2131264P1.pdf PDF
47-Vendor Proposed Banking Services, GEN2131264P1.docx DOCX document
48-Sign-In Sheet - Pre-Proposal Meeting - GEN2131264P1.pdf PDF
46-Functionality Checklist, Merchant Card Services (Group 2), GEN2131264P1.xlsx XLSX spreadsheet
30-Group 4-Third-Party Safekeeping Custodian, Evaluation Criteria, GEN2131264P1.pdf PDF
45-Group 5-Treasury Services, Questionnaire, GEN2131264P1.docx DOCX document
10-Foreign Country of Concern Attestation (PII).docx DOCX document
11-Sample Client Analysis Statement, GEN2129421P1.pdf PDF
35-Group 5-Treasury Services, Evaluation Criteria, GEN2131264P1.pdf PDF
22-Vendor Reference Verification, Treasury Services (Group 5), GEN2131264P1.docx DOCX document
34-Domestic Partnership Act Certification - RFP-RFQ-RLI.docx DOCX document
38-Instructions to Vendors, GEN2131264P1.pdf PDF
4-Litigation History.docx DOCX document
17-Insurance Requirements, Treasury Services (Group 5), GEN2131264P1.pdf PDF
25-Demonstration Script, Purchasing Card Services (Group 3), GEN2131264P1.docx DOCX document
2-Lobbyist Registration Requirement Certification.docx DOCX document
23-Payment Card Processing Questionnaire, GEN2131264P1.pdf PDF
49-Addenda No. 1.pdf PDF
7-Volume of Previous Payments Attestation - RFP-RFQ-RLI.docx DOCX document
12-Insurance Requirements, Lockbox Services (Group 1), GEN2131264P1.pdf PDF
8-Vendor Questionnaire and Standard Certifications - RFP-RFQ-RLI.docx DOCX document
3-OESBD Affiliated Entities of the Principals Certification.docx DOCX document
15-Insurance Requirements, Purchasing Card Services (Group 3), GEN2131264P1.pdf PDF
39-Group 3-Purchasing Card Services, Evaluation Criteria, GEN2131264P1.pdf PDF
16-Insurance Requirements, T-P Custodian Safekeeping Services (Group 4), GEN2131264P1.pdf PDF
13-Insurance Requirements, Master Banking Services (All Banking Services), GEN2131264P1.pdf PDF
1-Summary of Vendor Rights for Broward County Competitive Solicitations.docx DOCX document
37-Group 1-Lockbox Services, Scope of Services, GEN2131264P1.pdf PDF
36-Group 2-Merchant Card Services, Evaluation Criteria, GEN2131264P1.pdf PDF
20-Vendor Reference Verification, Purchasing Card Services (Group 3), GEN2131264P1.docx DOCX document
42-Group 2-Merchant Card Services, Scope of Services, GEN2131264P1.pdf PDF
26-Functionality Checklist, Purchasing Card Services (Group 3), GEN2131264P1.xlsx XLSX spreadsheet
33-Pricing Worksheet, GEN2131264P1.xlsx XLSX spreadsheet
28-Functionality Checklist, Treasury Services (Group 5), GEN2131264P1.xlsx XLSX spreadsheet
24-Demonstration Script, Merchant Card Services (Group 2), GEN2131264P1.docx DOCX document
5-Criminal History Screening Practices Certification.docx DOCX document
6-Agreement Exceptions - RFP-RFQ-RLI.docx DOCX document
18-Vendor Reference Verification, Lockbox Services (Group 1), GEN2131264P1.docx DOCX document
40-Enterprise Technology Services Security Requirements Exhibit – High Risk, GEN2131264P1.pdf PDF
32-Group 1-Lockbox Services, Evaluation Criteria, GEN2131264P1.pdf PDF
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Text version

OFFICE OF ECONOMIC AND SMALL BUSINESS DEVELOPMENT REQUIREMENTS

PROCUREMENT PREFERENCES FOR SMALL BUSINESS ENTERPRISES (SBE) AND COUNTY BUSINESS ENTERPRISES (CBE)

This form should be returned with the Vendor’s submittal and will be used for informational purposes.

In accordance with Section 1-81.10, of the Broward County Business Opportunity Act, Section 1-81 et seq. of the Broward County Code of Ordinances, (the “Act”), non-reserved solicitations (for certified Small Business Enterprises (SBEs) or County Business Enterprises (CBEs)), and solicitations without any assigned CBE goals, a responding Broward County certified SBE or CBE may be eligible for a procurement preference, in accordance with below:

For Invitations to Bid and Quotation Requests:

If a responsive, responsible bid is received from a certified CBE or SBE that is within ten percent (10%) of the lowest responsive, responsible bid received from a non-certified (SBE or CBE) Vendor, the SBE or CBE (as applicable) shall be offered the opportunity to match the lowest responsive, responsible bid. If the SBE or CBE Vendor (as applicable) is responsive and responsible, and matches the lowest responsive, responsible bid, the CBE or SBE Vendor shall be recommended for award.

For Request for Proposals:

If upon the completion of final rankings by the Evaluation Committee, a non-certified proposer is the highest-ranked proposer, and a responsive, responsible SBE or CBE proposer receives a score that is within five percent (5%) of the score obtained by the non-certified proposer, the highest-ranked responsive, responsible SBE or CBE proposer shall be considered the highest-ranked proposer and shall have the opportunity to proceed to negotiations with the County for award of the contract.

Vendor should indicate below if the Vendor is currently certified Broward County SBE and/or CBE . If the Vendor does not indicate it is an SBE or CBE, preference may not be applied based on information received but certification will be verified in the Broward County OESBD Certified Firm Directory. Vendor must be certified at time of solicitation opening (due date).

This form does not substitute for certification or application for certification.

☐ Vendor is a Broward County certified SBE ☐ Vendor is a Broward County certified CBE ☐ Vendor is not a Broward County certified SBE or CBE

Vendor Name: Click or tap here to enter text.

For questions regarding the Broward County SBE and CBE certifications, please contact Office of Economic and Small Business Development at 954-357-6400.

Form Date 9/9/24

File details come from the government source that posted it. Updated .