Addendum_2_Event_ID_0000000669_-_Table_of_Contents.pdf
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- Attached to
- Tablets (IT)
- Solicitation number
- 0000000669
- Issued by
- Los Angeles County, California
About this file
This is a Table of Contents document for Addendum 2 of an Invitation for Bid (IFB) issued by the California Department of General Services, Procurement Division for Tablets (Event ID: 0000000669). The document outlines the complete structure of the IFB which includes sections covering Introduction and Overview, Rules Governing Competition, Current System, Proposed System, Administrative Requirements, Technical Requirements, Cost, Proposal Format, Evaluation, and Demonstration details. The IFB involves multiple tablet categories including products from Apple, Dell, HP, Lenovo, Microsoft, Samsung, as well as Rugged and Open categories.
The document contains detailed sections about contract pricing, environmentally preferable purchasing requirements, contractor responsibilities, delivery requirements, and reporting obligations. Key focus areas include warranty requirements, electronic catalogs, ordering procedures, quality assurance measures, and contract implementation plans. The IFB incorporates various preference programs including Small Business, Disabled Veteran Business Enterprise (DVBE), and Target Area Contract Preference Act (TACPA) considerations. Multiple evaluation models and cost worksheets are included as exhibits for each manufacturer category (Apple, Dell, HP, Lenovo, Microsoft, Samsung) as well as Rugged and Open categories.
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Department of General Services Tablets Procurement Division Event ID: 0000000669, Addendum 2
Table of Contents
1 04/26/2016
TABLE OF CONTENTS
2 04/26/2016
Section Section Title Page 1 Introduction and Overview of Requirements 1-1
1.1 Purpose of this Invitation for Bid 1-2
1.2 Scope of the IFB and Bidder Admonishment 1-3
1.3 Availability 1-3
1.4 Procurement Official 1-3
1.5 Key Action Dates 1-4
1.6 Intention to Bid 1-5
1.7 Americans with Disabilities Act (ADA) 1-5
1.8 Environmentally Preferable Purchasing (EPP) Policy 1-6
1.9 Question Period after Addenda or Q& A Set 1-6
2 Rules Governing Competition 2-1
2.1 Identification and Classification of IFB Requirement 2-2
2.1.1 Requirements 2-2
2.1.2 Desirable Items 2-2
2.2 Bidding Requirements and Conditions 2-2
2.2.1 General 2-2
2.2.2 IFB Documents 2-2
2.2.3 Examination of the Work 2-3
2.2.4 Questions Regarding the IFB 2-3
2.2.5 Request to Change the Requirements of the IFB 2-3
2.2.6 Bidders’ Conference 2-4
2.2.7 Supplier’s Intention to Submit a Bid 2-4
2.2.8 Addenda 2-4
2.2.9 Bonds 2-5
2.3 Bidding Steps 2-5
2.3.1 General 2-5
2.3.2 Final Phase 2-5
2.3.2.1 Draft Bid 2-5
2.3.2.2 Final Bid 2-6
2.3.3 Public Record 2-6
2.3.4 Submission of Proposals 2-6
2.3.4.1 Preparation 2-6
2.3.4.2 Bidder’s Cost 2-6
2.3.4.3 Completion of Proposals 2-6
2.3.4.4 False or Misleading Statements 2-7
2.3.4.5 Signature of Bid 2-7
2.3.4.6 Delivery of Bids 2-7
2.3.4.7 Withdrawal and Resubmission/Modification of Bids 2-8
2.3.4.8 Joint Bids 2-8
2.3.5 Rejection of Bids 2-8
2.3.6 Evaluation and Selection Process 2-8
2.3.6.1 General 2-8
2.3.6.2 Evaluation Questions 2-8
2.3.6.3 Errors in the Final Bids 2-8
2.3.6.3.1 Option – State Corrects Errors on Established Intent 2-9
2.3.6.3.2 Option – State Corrects Errors on Obvious Clerical Errors 2-9
2.3.6.3.3 Option – State Corrects Discrepancy and Arithmetic Errors 2-9
2.3.6.3.4 Option – State Corrects Errors of Omission 2-9
2.3.6.3.5 Option – State Rejects or Recomputes Costs 2-9
3 04/26/2016
2.3.6.3.6 Option – State Declares the Final Bid to be a Draft Bid 2-10
2.3.7 Award of Contract 2-10
2.3.8 Debriefing 2-11
2.4 Contractual Information 2-11
2.4.1 Contract Form 2-11
2.4.2 Specific Terms and Conditions 2-11
2.4.3 Term of Contract 2-11
2.5 Other Information 2-11
2.5.1 Alternative Protest Process 2-11
2.5.2 Disposition of Bids 2-12
3 Current System 3-1
3.1 Current Purchasing 3-2
3.2 No Conflict Between Contracts 3-2
4 Proposed System 4-1
4.1 Overall Goal 4-2
4.2 Overview of Proposed System Requirements 4-2
4.2.1 Contractor Responsibility 4-2
4.2.2 Scope 4-2
4.2.2.1 Products 4-2
4.2.2.2 Core Items 4-2
4.2.2.3 Non-Core Items 4-2
4.2.2.4 Value Added Services (VAS) 4-3
4.2.2.5 Refresh 4-3
4.2.3 Pricing 4-3
4.2.3.1 Price Structure 4-3
4.2.3.1.1 OEM Price List(s) 4-3
4.2.3.2 Price Declines 4-3 4
4.2.3.3 Promotional Pricing 4-4
4.2.3.4 Price Adjustments 4-4
4.2.4 Product Catalogs 4-4
4.2.5 Ordering 4-4
4.2.6 Delivery 4-4
4.2.7 Environmentally Preferred Purchasing 4-4
4.2.7.1 Environmentally Preferable Purchasing Requirements 4-4
4.2.7.2 Take Back/Trade-In 4-4
5 Administrative Requirements 5-1
5.1 Introduction 5-2
5.2 Responses to Administrative Requirements 5-2
5.3 Designation of Requirements 5-2
5.4 Administrative Requirements 5-3
5.4.1 Customer Reference 5-3
5.4.2 Bidder Responsibility 5-4
5.4.2.1 Authorized Reseller 5-4
5.4.2.2 Insurance Requirements 5-4
5.4.3 Confidentiality 5-5
5.4.4 Contractor Responsibility 5-5
5.4.5 Contractor Name Change 5-5
5.4.6 Bidder Declaration 5-5
5.4.6.1 Subcontractors 5-6
4 04/26/2016
5.4.6.2 SB/DVBE Participation Commitment Requirement 5-6
5.4.6.3 Commercially Useful Function 5-6
5.4.6.4 Subcontractors CUF Requirements 5-7
Table
5.4.6.4.1 Subcontractor Task Allowances 5-7
5.4.6.5 Notice of Subcontractors 5-8
5.4.7 California Disabled Veteran Business Enterprise (DVBE) Program
Requirement 5-8
5.4.8 DVBE Declaration 5-8
5.4.9 SB/DVBE Option Off-Ramp Provision 5-8
5.4.10 Payee Data Record 5-9
5.4.11 Seller’s Permit 5-9
5.4.12 Contract Terms 5-9
5.4.13 Non-Discrimination Toward WTO GPA Signatories 5-9
5.4.14 American Recovery and Reinvestment Act 5-9
5.4.15 Plastic Trash Bag Certification Violations 5-10
5.4.16 Loss Leader 5-10
5.4.17 Darfur Contracting Act 5-10
5.4.18 Federal Debarment, Suspension, Ineligibility, and Voluntary Exclusion 5-11
5.4.19 Post-Consumer Recycled Content Certification 5-11
5.5 Preferences and Incentives 5-11
5.5.1 Small Business Preference 5-12
5.5.2 DVBE Incentive 5-12
5.5.3 Target Area Contract Preference Act (TACPA) Preference 5-12 6 Technical Requirements 6-1
6.1 Introduction 6-2
6.1.1 Tablet Silos 6-2
6.1.2 Statement of Work 6-2
6.2 Response to Technical Requirements 6-2
6.3 Designation of Requirements 6-2
6.3.1 Mandatory (M) Requirements 6-2
6.3.2 Mandatory Scored (MS) Requirements 6-3
6.3.3 Non-Mandatory (NM) Requirements 6-3
6.3.4 Non-Mandatory Scored (NMS) Requirements 6-3
6.3.5 Narrative Response (NR) Required 6-3
6.3.6 Exhibit (E) Required 6-3
6.4 Product Categories 6-4
6.4.1 Proposed Products 6-4
6.4.2 Contract Products 6-5
6.4.3 Value Added Services 6-5
6.4.4 Product Substitutions/Discontinued Items 6-6
6.4.4.1 Product Refresh 6-6
6.4.5 Technical Literature Content 6-7
6.5 Software Products 6-7
6.5.1 Systems Operating Software 6-7
6.5.2 Unspecified Subordinate Product 6-8
6.5.3 Additional Software Products 6-8
6.5.4 Related Software 6-8
6.5.5 Title (Software/Firmware) 6-8
5 04/26/2016
6.6 Warranty 6-9
6.6.1 Warranty 6-9
6.6.2 Quality Assurance Guarantees 6-10
6.6.3 Equipment Replacement During Warranty 6-10
6.6.4 Principal Period of Maintenance (PPM) - Warranty 6-10
6.6.4.1 PPM – Business Class Tablets 6-11
6.6.4.2 PPM – Commercial Grade Tablets 6-11
6.6.5 Accidental Damage Plan 6-12
6.6.6 Service Escalation Plan 6-12
6.7 Contract Pricing 6-12
6.7.1 Pricing 6-12
6.7.2 Promotional Pricing 6-12
6.7.3 Price Adjustments 6-13
6.7.4 Price Location 6-13
6.8 Environmentally Preferable Purchasing Requirements 6-14
6.8.1 California RoHS Compliance 6-14
6.8.2 Flame Retardants 6-14
6.8.3 Energy Star Certification 6-14
6.8.4 Electronic Product Environment Assessment Tool (EPEAT) 6-14
6.9 Section 508 Accessibility Standard 6-15
6.9.1 Accessibility Compliance/VPAT 6-15
6.10 Electronic Catalog/Contract Website 6-15
6.10.1 Electronic Catalog/Contract Website 6-15
6.10.2 Electronic Catalog/Contract Website Contents 6-16
6.10.3 Contract Website Content Approval 6-16
6.10.4 Contractor Website Maintenance 6-16
6.10.5 Pre-Order Configuration Consultation (Offer Generation) 6-16
6.10.5.1 Offer Format 6-17
6.11 Ordering 6-18
6.11.1 Order Acceptance 6-18
6.11.2 Purchase Execution 6-18
6.11.3 Purchase Order Data Elements 6-18
6.11.4 Minimum Order 6-19
6.11.5 Ordering Methods 6-19
6.11.6 Order Acknowledgement 6-19
6.11.7 Out-of-Stock Item Remedy 6-19
6.11.8 Discontinued Item Remedy 6-20
6.12 Delivery 6-20
6.12.1 Delivery Locations 6-20
6.12.2 Delivery Schedules 6-21
6.12.3 Installation 6-21
6.12.4 Security Requirements for Institutions 6-21
6.12.5 Free on Board (F.O.B.) Destination 6-21
6.12.6 Packing Slip 6-22
6.12.7 Packaging Label 6-22
6.12.8 Recyclable Packaging 6-22
6.12.9 Toxics in Packaging 6-23
6.12.10 Pallets 6-23
6.12.11 Hazardous Materials Documentation 6-23
6 04/26/2016
6.13 Take Back/Trade-In Program(s) 6-24
6.13.1 Take Back Program 6-24
6.13.2 Trade-In Program 6-24
6.13.3 Distribution Plan 6-25
6.14 Quality Assurance 6-25
6.14.1 Return Policy 6-25
6.14.2 Credit Policy 6-26
6.14.3 Restocking Fees 6-26
6.14.4 Product Recall Procedures 6-26
6.15 Invoicing/Payment 6-27
6.15.1 Invoicing 6-27
6.15.2 CAL-Card Invoicing 6-27
6.15.3 Payment 6-28
6.15.4 Local Governmental Agencies Incentive Fee and Reporting
Requirement 6-28
6.16 Reporting 6-29
6.16.1 Contract Usage Report 6-29
6.16.2 Local Business Activity Report 6-29
6.16.3 Subcontractor Participation Report 6-30
6.16.4 Aging Debt Report 6-30
6.16.5 Ad Hoc Reporting 6-30
6.16.6 Data Elements 6-30
6.17 Contract Management 6-31
6.17.1 State Contract Administrator 6-31
6.17.2 Contractor Contract Manager 6-31
6.17.3 Customer Service 6-31
6.17.4 Problem Resolution 6-32
6.17.5 Escalation Process 6-32
6.17.6 Joint Outreach 6-32
6.17.7 Promotional Materials 6-32
6.17.8 Performance Service Level 6-32
6.17.9 Transition Plan at End of Contract 6-33
6.18 Contract Implementation 6-33
6.18.1 Draft Implementation Plan 6-33
6.18.2 Implementation Plan 6-33
6.18.3 Implementation Timeline 6-33
6.19 Contract Termination/Expiration 6-34
6.19.1 System Termination 6-34
7 Cost 7-1
7.1 Introduction 7-2
7.2 Cost Information Guidelines 7-2
7.2.1 Structure of Exhibit 11.28 Worksheets 7-2
7.2.1.1.1 Evaluation Model Tab 7-2
7.2.1.1.2 Cost Worksheet Tab 7-2
7.2.2 Quantities 7-2
7.2.3 Required Information 7-3
7.2.4 Contract Discounts 7-3
7.2.5 Pricing/Discount Format 7-3
7.2.6 Sample 7-3
7 04/26/2016
7.2.7 Sales Tax 7-3
7.3 Cost Worksheet 7-3
7.3.1 Download and Save 7-3
7.3.2 Cost Worksheet Instructions 7-4
7.3.3 Exhibit 11.28, Cost Worksheet Data 7-4
7.4 Cost Submittal 7-5
8 Proposal Format 8-1
8.1 Introduction 8-2
8.2 Final Proposal Format and Content 8-2
8.2.1 Volume I - Response to Requirements 8-3
8.2.1.1 Section 1 – General 8-3
8.2.1.2 Section 2 – Administrative Response 8-4
8.2.1.3 Section 3 – Technical Response 8-4
8.2.1.4 Section 4 – Maintenance Plan 8-5
8.2.2 Volume II – Completed Contract 8-5
8.2.3 Volume III – Cost Data 8-5
8.2.4 Volume IV - Literature 8-6
8.3 Draft Proposal Format and Content 8-6
9 Evaluation 9-1
9.1 Receipt 9-2
9.2 Evaluation of Final Bids 9-2
9.2.1 Bid Opening and Validation Check 9-2
9.2.2 Validation Against Requirements 9-2
9.2.3 Cost Analysis 9-2
9.2.4 Customer Reference Evaluation 9-2
9.2.5 Selection 9-3
9.2.6 Evaluation Criteria 9-3
9.2.7 Evaluation of Administrative Requirements 9-3
9.2.8 Evaluation of Technical Requirements 9-3
9.2.9 Final Bid Scoring 9-3
9.2.10 Technical Requirements Score Evaluation 9-4
9.2.10.1 Customer Reference Scoring 9-5
9.2.10.2 Energy STAR 9-5
9.2.10.3 Electronic Product Environmental Assessment Tool (EPEAT) 9-6
9.2.11 Cost Score Evaluation 9-6
9.2.11.1 Category Scoring 9-6
9.2.12 Total Score 9-8
9.2.13 Preference Point Calculation 9-8
9.2.13.1 Small Business Preference Calculation 9-8
9.2.13.2 DVBE Incentive Calculations 9-8
9.2.13.3 TACPA Preference Calculations 9-9
9.3 Award 9-9
9.3.1 Additional Award for Open and Rugged Silos 9-9
9.4 Negotiations 9-9
10 Demonstration 10-1
10.1 Demonstration 10-2
11 Exhibits E
11.1 Letter of Intent to Bid Exhibits
11.2 Confidentiality Statement Exhibits
8 04/26/2016
11.3 Competitive Bidding and Bidding Responsiveness Exhibits
11.4 APP Regulations Exhibits
11.5 Customer Reference Form Exhibits
11.6 Workers’ Compensation Certification Exhibits
11.7 Bidder Declaration Form (GSPD-05-105) Exhibits
11.7A Commercially Useful Function (CUF) Worksheet Exhibits
11.8 California Disabled Veteran Business Enterprise (DVBE) Program
Requirements Exhibits
11.9 DVBE Declaration Form (STD 843) Exhibits
11.10 Payee Data Record (STD 204) Exhibits
11.11 Retailer’s Seller Permit Information Exhibits
11.12 Darfur Contracting Act Exhibits
11.13 Federal Debarment Certification Exhibits
11.14 Small Business Preference Information Exhibits
11.15 DVBE Bid Incentive Instructions Exhibits
11.16 TACPA Preference Request (STD 830) Exhibits
11.16A Manufacturer’s Summary of Contract Activities and Labor Hours Form
(DGS/PD 525)
Exhibits
11.16B Bidder’s Summary of Contract Activities and Labor Hours Form
(DGS/PD 526)
Exhibits
11.17 Postconsumer Recycled Content (PCRC) Certification Workbook Exhibits
11.18 OEM Publically Available Price Index Exhibits
11.19 Contractor Contract Manager Information Exhibits
11.20 Contractor Ordering Information Exhibits
11.21 Report Template Exhibits
11.22 Minimum Common Configuration Requirements/ Components
Worksheet Exhibits
11.23 Contract Development Exhibits
11.24 Standard Agreement (STD 213) Exhibits
11.25 Administrative Requirements Response Exhibits
11.26 Statement of Work Exhibits
11.27 Information Technology General Provisions (GSPD-401IT) revised
11/272013 09/05/2014 Exhibits
11.27A Information Technology Purchase Special Provisions Exhibits 11.27B Information Technology Maintenance Special Provisions revised
01/21/03 Exhibits
11.27C Information Technology Software Special Provisions revised 01/21/03 Exhibits 11.27D Information Technology Personal Services Special Provisions revised
02/08/07 Exhibits
11.28A Apple Evaluation Model and Cost Worksheet Exhibits 11.28B Dell Evaluation Model and Cost Worksheet Exhibits 11.28C HP Evaluation Model and Cost Worksheet Exhibits 11.28D Lenovo Evaluation Model and Cost Worksheet Exhibits 11.28E Microsoft Evaluation Model and Cost Worksheet Exhibits 11.28F Samsung Evaluation Model and Cost Worksheet Exhibits 11.28G Rugged Evaluation Model and Cost Worksheet Exhibits 11.28H Open Evaluation Model and Cost Worksheet Exhibits
G Glossary G
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