Addendum 2 & Q&As w Attachments.pdf

Advisory Services:

Business Transactions and Policy

Initiatives

Request for Proposals (RFP)

DMS-22/23-106

Questions & Answers and Addendum No. 2

DMS-22/23-106 Q&As and Addendum No. 2 Page 2 of 6

Questions and Answers

The Department has received the following questions from the vendor community to the Procurement Officer. The Department’s answers are provided in the following table.

Question Number Question Response

Section 3.9 Subcontracting. Do staff operating under 1099 considered subcontractors?

Subcontractors include staff who are not directly employed by the Contractor and are employed to perform a specific task.

Subcontractors typically receive a 1099.

Can the contractor perform work remotely? Or is on-site presence required?

Contractor may perform work remotely, except when in-person services are required. In-person services include, but are not limited to, meeting with and presenting before committees and staff, providing training as needed on business transactions and policy initiatives, and expert witness services. The Department reserves the right to request the Contractor provide certain other services in-person. See Section 2, Scope of Services, in Revised Attachment B – Scope of Work.

Can respondents bid on a subset of the services identified in the RFP? For example, can we submit a bid focused only on the following items:

• Foreign influence which may affect the State of Florida.

• Strategies to enhance Florida’s competitiveness, including, but not limited to, economic promotion, partnership, and goodwill.

• Strategies employed by countries, including foreign countries of concern, as defined in section 286.101, F.S.

Responses will be scored and evaluated in accordance with Section 4.2 of the RFP and Revised Attachment D – Evaluation of Criteria and Scoring of Proposals. Failure to specifically address enumerated items in Revised Attachment B - Scope of Work will not necessarily make a Response Non- Responsive.

Language are conflicting:

Language from the RFP:

3.9 Subcontracting

The Respondent shall not utilize subcontractors to perform Advisory Services under the Contract.

Language from the Contract:

SECTION 25. SUBCONTRACTORS

The language does not conflict.

Subcontractors shall not be utilized to perform Advisory Services.

However, a vendor may utilize a subcontractor to perform other services that do not qualify as Advisory Services.

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The Contractor is not authorized to utilize subcontractors to perform Advisory Services. However, any work performed in furtherance of the Contract by third parties other than by the Contractor, subsequently referred to herein as subcontracted work will be performed after the Contractor submits a subcontracting form provided by the Department. By execution of the Contract, the Contractor acknowledges that it will not be released of its contractual obligations to the Department because of any subcontract.

The Contract terms applicable to subcontractors shall apply to the Contractor’s affiliates, partners, teammates, or any other third-party vendors performing services in furtherance of the Contract (herein referred to as subcontractors). The Contractor is fully responsible for the satisfactory completion of all subcontracted work, including, but not limited to, subcontractor adherence to the performance standards and guarantees. A subcontractor providing services must meet the same qualifications as are detailed for the Contractor in Attachment B – Scope of Work.

Is DMS expecting a lower rate further into the contract? Can the below be amended to remove the word below within the contract language?

SECTION 4. PRICING

Contractor’s Price Sheet, Contract Attachment C, provides maximum hourly rates for Advisory Services. When requested, Contractor shall provide prices in response to a Customer- Specific Scope of Work at or below the pricing provided in the Contractor’s Price Sheet, Contract Attachment C.

Under no circumstance may the Contractor charge a price greater than the hourly rates included in the Price Sheet. Pricing shall be inclusive of all Contractor costs, including, but not

DMS may request lower pricing when issuing a Customer-Specific Scope of Work.

DMS-22/23-106 Q&As and Addendum No. 2 Page 4 of 6 limited to, supplies, food, lodging, and transportation. The Department may request a Not-to-Exceed Total Cost within a Customer-Specific Scope of Work. The contractor will not be entitled to any compensation in excess of a Not-to-Exceed Total Cost, no matter the additional amount of time the Contractor spent performing the Customer-Specific Scope of Work if requested. In the event only one Contractor is selected under this RFP, then said Contractor is required to perform when requested, the Customer- Specific Scope of Work at or below the pricing provided in the Contractor’s Price Sheet, Contract Attachment C. Failure to perform will be considered a material breach of the Contract.

6 Is there a current incumbent? If so, how long have they worked on this project? There is no incumbent.

7 What are the prior contract hourly rates? There are no prior contract hourly rates.

The lowest level of labor category in section 5. JOB TITLE AND DUTIES does not provide for the conservative allocation of resources to perform more junior but essential services for the execution of task orders, including Technical Writing, Document Editing, Administrative Reporting, Meeting minutes, Deliverable Packaging and delivery, etc. Can DMS include a labor category for Administrative Support with 0 – 3 years of experience?

See Addendum No. 2 and Revised Attachment B – Scope of Work, Revised Attachment C – Price Sheet, and Revised Attachment D – Evaluation Criteria and Scoring of Proposals.

Is the government requesting specific resources for this work or examples of resources available? Further, how many would be considered key personnel?

This question is unclear. However, see Revised Attachment D - Evaluation Criteria and Scoring of Proposals, Category 1, Section A, along with the Answer to Question #12.

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What is the government’s anticipated scope of work used to evaluate the initial team?

The Respondent’s Project Team and Primary Business Function will be scored as detailed in Revised Attachment D – Evaluation Criteria and Scoring of Proposals. Respondents shall describe the Project Team’s experience in performing Advisory Services as detailed in Section 2 of Revised Attachment B – Scope of Work.

When reviewing Attachment C- Price Sheet- There is direction which indicates the following:

The Respondent shall not exceed this pricing when providing services under any resultant contract. However, Respondent may provide pricing below this pricing when providing services under a resultant contract.

Is there a standard pricing rate for the scope of service being requested?

These are newly contracted services and historical information does not exist.

The RFP and affiliated documents reference a project team of three individuals: Senior Advisor, Advisor and Junior Advisor.

Is it a requirement of the RFP to have a project team consisting of members within each role?

Is there any flexibility as to the team size?

Section 5, Job Title and Duties, of Revised Attachment B – Scope of Work details the different roles that may perform the duties and services required in the Contract.

Respondent should have personnel capable of performing the duties assigned to each of the Job Titles, and shall provide pricing for each job title on the Revised Attachment C – Price Sheet.

There is no maximum number of team members.

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RFP Addendum No. 2

The Request for Proposals, RFP No. DMS-22/23-106, is hereby amended within this Addendum No. 2 as noted below. In the event of a conflict between previously released information and the information contained herein, the information herein shall control. The information included in this addendum is now made part of this solicitation.

FAILURE TO FILE A PROTEST WITHIN THE TIME PRESCRIBED IN SECTION 120.57(3),

FLORIDA STATUTES, OR FAILURE TO POST THE BOND OR OTHER SECURITY REQUIRED

BY LAW WITHIN THE TIME ALLOWED FOR FILING A BOND SHALL CONSTITUTE A WAIVER

OF PROCEEDINGS UNDER CHAPTER 120, FLORIDA STATUTES.

Any protest concerning this agency decision or intended decision must be timely filed with the Agency Clerk. Protests may be filed by courier, hand delivery, or U.S. mail at Department of Management Services, Office of the General Counsel, Attention: Agency Clerk: 4050 Esplanade Way, Suite 160, Tallahassee, FL 32399-0950. Protests may also be filed by fax to 850-922-6312, or by email to agencyclerk@dms.myflorida.com. It is the filing party’s responsibility to meet all filing deadlines.

The Procurement Officer should be copied in such filings.

Please note: This addendum does not need to be returned with the Reply.

1. Attachment B – Scope of Work is replaced in it entirety with the attached Revised Attachment B – Scope of Work. All references to Attachment B – Scope of Work contained in RFP No. DMS-22/23-106 are hereby amended to refer to Revised Attachment B – Scope of Work.

2. Attachment C – Price Sheet is replaced in its entirety with the attached Revised

Attachment C – Price Sheet. All references to Attachment C – Price Sheet contained in RFP No. DMS-22/23-106 are hereby amended to refer to Revised Attachment C – Price Sheet.

3. Attachment D – Evaluation Criteria and Scoring of Proposals is replaced in its entirety with the attached Revised Attachment D – Evaluation Criteria and Scoring of Proposals. All references to Attachment D – Evaluation Criteria and Scoring of Proposals contained in RFP No. DMS-22/23-106 are hereby amended to refer to Revised Attachment D – Evaluation Criteria and Scoring of Proposals.

mailto:agencyclerk@dms.myflorida.com

4050 Esplanade Way Tallahassee, FL 32399-0950

Ron DeSan�s, Governor Pedro Allende, Secretary

REVISED ATTACHMENT B – SCOPE OF WORK

ADVISORY SERVICES

BUSINESS TRANSACTIONS AND POLICY INITIATIVES

RFP NO. DMS-22/23-106

THE STATE OF FLORIDA

DEPARTMENT OF MANAGEMENT SERVICES

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SECTION 1. OVERVIEW

The Contractor is responsible for providing the Department with Advisory Services for business transactions and policy initiatives, which may include the provision of strategic and economic analyses of the transaction or initiative’s regulatory and economic impacts, and as further described in Section 2 (the “Advisory Services”).

The Contractor will be responsible for providing all services outlined in this Scope of Work and Customer-Specific Scopes of Work (Scope of Work may sometime be abbreviated to “SOW”).

This Contract does not have a guaranteed minimum spend. Advisory Services are separate and distinct from Management Consulting Services.

SECTION 2. SCOPE OF SERVICES

The Contractor, through its personnel, shall provide Advisory Services in accordance with a Customer-Specific Scope of Work. A Customer-Specific Scope of Work may require Advisory Services for a variety of business transactions and policy initiatives, including:

• Business transactions and proposed transactions, including, but not limited to, technology, cybersecurity, acquisitions, infrastructure, risk, and resilience.

• Policies and proposed polices affecting, amongst other items, technology, cybersecurity, acquisitions, infrastructure, risk, and resilience.

• Business transactions and polices which may affect the State of Florida.

• Foreign influence which may affect the State of Florida.

• Strategies to enhance Florida’s competitiveness, including, but not limited to, economic promotion, partnership, and goodwill.

• Strategies employed by countries, including foreign countries of concern, as defined in section 286.101, F.S.

Anticipated services include, but are not limited to:

• Research, document review, and drafting.

• Provision of studies, analyses, scenarios, and reports relating to business transactions and policy initiatives.

• Providing advice to the Department’s executive and management team.

• Meeting with and presenting before committees and staff.

• Providing training as needed on business transactions and policy initiatives.

• Assistance with policy and regulation development as related to business transactions and policy initiatives, including procurement support.

• Expert witness services in support of litigation, claims, or other formal cases relating to

Advisory Services.

• Other Advisory Services related services as agreed upon by the Contractor and Customer.

SECTION 3. ORDERING

The Department may purchase Advisory Services under this Contract by issuing a Customer Specific Scope of Work detailing the specific services or projects to be performed by the selected Contractor, which will also be set forth in the contract or MyFloridaMarketPlace Purchase Order

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(collectively referred to as a “PO”). Services are provided on an ad-hoc basis, with no guaranteed or minimum spend.

SECTION 4. PRICING

Contractor’s Price Sheet, Contract Attachment C, provides maximum hourly rates for Advisory Services. When requested, Contractor shall provide prices in response to a Customer-Specific Scope of Work at or below the pricing provided in the Contractor’s Price Sheet, Contract Attachment C.

Under no circumstance may Contractor charge a price greater than the hourly rates included in the Price Sheet. Pricing shall be inclusive of all Contractor costs, including, but not limited to, supplies, food, lodging, and transportation. The Department may request a Not-to-Exceed Total Cost within a Customer-Specific Scope of Work. Contractor will not be entitled to any compensation in excess of a Not-to-Exceed Total Cost no matter the additional amount of time Contractor spent performing the Customer-Specific Scope of Work, if requested. In the event only one Contractor is selected under this RFP, then said Contractor is required to perform, when requested, the Customer- Specific Scope of Work at or below the pricing provided in the Contractor’s Price Sheet, Contract Attachment C. Failure to perform will be considered a material breach of the Contract.

SECTION 5. JOB TITLE AND DUTIES

The following section describes the responsibilities of the personnel on the Contractor’s Project Team who may be used to provide the Department with Advisory Services in accordance with a Customer-Specific Scope of Work. The Contractor is responsible for ensuring that adequately skilled and experienced Advisors are utilized for each Contractor-Specific Scope of Work, depending on the complexity of the engagement and that the Department is not being overcharged. For example, a Senior Advisor should not be performing services that a Junior Advisor is capable of adequately performing. However, in the event that a more senior level member of the Project Team is required to perform a functional responsibility of someone of a level junior to them, the senior member shall bill the Department in accordance with the level of functional responsibility as set forth below.

1) Senior Advisor: Contractor personnel with a minimum of ten (10) years’ experience in duties associated with Advisory Services is required for Senior Advisor positions. The functional responsibilities of this position may include, but are not limited to:

• Providing executive-level Advisory Services to the Department.

• Ensuring timely performance and completion of all deliverables under a Customer

Specific Scope of Work.

• Overseeing the performance of the Customer-Specific Scope of Work.

• Possessing the authority to make binding decisions on behalf of the Contractor.

• Formulating organizational strategy and directing major strategic initiatives.

• Ensuring that goals and objectives are accomplished within budgetary parameters.

• Assisting on large, complex or multi-discipline engagements.

• Allocating financial and human resources and material assets.

• Formulating and enforcing work standards.

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• Participating in the design phase of tasks and ensuring their successful execution.

2) Advisor: Contractor personnel with a minimum of five (5) years’ experience in duties associated with Advisory Services is required for Advisor positions. The functional responsibilities of this position may include, but are not limited to:

• Applying administrative, consultative, and technical expertise in fulfillment of

Customer-Specific Statement of Work.

• Planning, organizing, executing, and controlling project tasks in successful delivery of Advisory Services.

• Interfacing with Customer on a day-to-day basis to ensure timely delivery of project or services.

• Applying management skills and technical expertise.

• Providing solutions through analysis.

• Directing subordinates in the completion of tasks orders.

• Organizing, directing, and managing services.

• Assigning tasks and overseeing projects.

• Directing activities.

3) Junior Advisor: Contractor personnel with a minimum of three (3) years’ experience in duties associated with Advisory Services is required for Junior Advisor positions. The functional responsibilities of this position may include, but are not limited to:

• Applying a broad set of subject matter and technical expertise.

• Directing Advisory Services within estimated timeframes and budget constraints.

• Organizing, directing, and managing services.

• Performing assignments.

• Providing solutions through analysis.

4) Administrative Support: Contractor personnel with no minimum experience required in duties associated with Advisory Services. The functional responsibilities of this position may include, but are not limited to:

• Administrative tasks related to Advisory Services

• Assisting Senior Advisors, Advisors, and Junior Advisers as needed.

SECTION 6. CONTRACTOR’S RESPONSIBILITIES

The Contractor shall provide all management, administrative, clerical, and supervisory functions required for the effective and efficient performance of all work performed pursuant to this Contract and shall be responsible for the supervision, direction and control, payment of salary (including withholding of income taxes and social security), and any benefits for its personnel. The Contractor is accountable for all actions of its personnel, and overseeing the completion of all Customer-Specific Scope of Work.

SECTION 7. PAYMENT INVOICES AND TIMESHEETS

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Unless otherwise provided within the Customer-Specific Scope of Work, Contractor shall be compensated for ad-hoc Customer-Specific Scopes of Work on a monthly basis by submitting timesheets by the 3rd Calendar Day of the month, and invoices by the 10th Calendar Day of the month to the Contract Manager, or in accordance with the deliverable schedule within a Customer- Specific Scope of Work. Contractor will not be entitled to any compensation in excess of a Not-to-Exceed Total Cost.

SECTION 8. FINANCIAL CONSEQUENCES FOR NONPERFORMANCE

The Contractor shall be subject to the following Financial Consequences for failure to perform its obligations to the Department’s satisfaction. The following financial consequences may be superseded by the Customer-Specific Scope of Work.

Contract Requirement Description Frequency Daily Financial Consequence

Failure to provide an invoice by the 10th Calendar Day of the month or as specified in the Customer-Specific SOW

Contractor shall provide a monthly invoice to the Contract Manager by the 10th calendar day of each month or as specified in the Customer-Specific

SOW

Monthly or as specified in the Customer- Specific SOW

$100 per Calendar Day of nonperformance.

Failure to submit timesheets by the 3rd Calendar Day of the month or as specified in the Customer-Specific SOW

Contractor shall provide monthly timesheets to the Contract Manager by the 3rd Calendar Day of each month or as specified in the Customer-Specific

SOW

Monthly or as specified in the Customer- Specific SOW

$100 per Calendar Day of nonperformance.

Failure to provide a Draft Report acceptable to the Department by the deadline within a Customer-Specific

SOW

Provide acceptable Draft Reports as provided within a Customer- Specific Scope of Work

As provided within a Customer- Specific Scope of Work

$500 per Calendar Day of nonperformance.

Failure to provide a Final Report acceptable to the Department by the deadline within a Customer-Specific

SOW

Provide acceptable Rinal Reports as provided within a Customer- Specific Scope of Work

As provided within a Customer- Specific Scope of Work

$500 per Calendar Day of nonperformance.

Failure to timely meet any other deliverable deadline as specified in the Customer-Specific SOW

Provide any other deliverables as provided within a Customer- Specific Scope of Work

As provided within a Customer- Specific Scope of Work

$500 per Calendar Day of nonperformance.

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The Department reserves the right to recoup such financial consequences by withholding payment or by requiring the Contractor to pay financial consequences via check or money order in US Dollars within thirty (30) Calendar Days after the required deliverable submission date. The Department also reserves the right to implement other appropriate remedies, such as Contract termination or non-renewal, when the Contractor has failed to perform/comply with the provisions of the Contract. These consequences for nonperformance shall not be considered penalties and are non-exhaustive to any other available legal remedies.

SECTION 9. USE BY OTHER FLORIDA AGENCIES

Other state of Florida agencies may utilize this Contract and purchase services set forth in this Scope of Work at the prices provided by the Contractor on Revised Attachment C – Price Sheet, but only upon prior written approval from the Department. Prices provided by the Contractor on Revised Attachment C – Price Sheet, are maximum prices for Advisory Services. The Contractor may not exceed this price. Contractor’s services shall be limited to those included in this Scope of Work. Agencies may negotiate lower pricing with the Contractor. In the event another state of Florida agency utilizes this Contract, the following references in the Contract shall be interpreted as follows: “Department” shall mean the customer state agency ordering the services and “Contract Manager” shall mean the representative designated by the state of Florida agency customer who will oversee all aspects of any resulting contract between the Contractor and the State of Florida agency customer.

SECTION 10. CUSTOMER-SPECIFIC SCOPE OF WORK REQUIREMENTS

Customers needing Advisory Services will create a Customer-Specific Scope of Work that shall, at a minimum, include and specify the following information:

• Statement of purpose.

• Required tasks and deliverables, satisfactory completion of which is subject to Customer acceptance and discretion.

• Contractor’s estimate of the hours needed to complete the projects or deliverables, as described in the Customer Specific Scope of Work.

• Customer project timeline.

• List of Contractor responsibilities, duties, and deliverables for the project.

• Project-specific Non-Disclosure Agreement.

• Customer-specific financial consequences for non-performance (Note that the financial consequences listed in section 8 herein are minimum financial consequences applicable to all contracts which may be increased in the Customer Specific Scope of Work).

• Customer-specific terms and conditions.

When creating a Customer-Specific Scope of Work, Customers are permitted to negotiate terms and conditions which supplement, but do not contradict, those contained in this Contract. Such additional terms must be for services contemplated in the Contract and must not reduce the Contractor’s obligations under the Contract (if any such conflicting terms are included in the Customer-Specific Scope of Work, the conflict between the terns of the Customer-Specific Scope of Work and this Contract will be resolved in favor of terms most favorable to the Customer as determined in the sole discretion of the Customer). Specific and/or supplemental terms and conditions within a Customer-Specific Scope of Work are only applicable to each respective

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Customer-Specific Scope of Work and shall not carry over to any other Customer-Specific Scope of Work unless otherwise stated.

SECTION 11. CONTRACTOR’S ADMINISTRATIVE RESPONSIBILITIES

The Contractor shall provide all management, administrative, clerical, and supervisory functions required for the effective and efficient performance of all Customer POs it is issued and shall have sole responsibility for the supervision, daily direction and control, payment of salary (including withholding of income taxes and social security), and any benefits for its personnel. The Contractor is accountable for the actions of its personnel. Contractor's responsibilities include, but are not limited to, the following:

• Ensuring personnel understand the work to be performed.

• Ensuring personnel know their management chain and adhere to Contractor policies and exhibit professional conduct to perform in the best interest of the Customer.

• Ensuring personnel adhere to applicable laws, regulations, and Contract conditions governing Contractor performance and relationships with the Customer.

• Regularly assessing personnel performance and providing feedback to improve overall task performance. and

• Ensuring high quality results are achieved through task performance.

SECTION 12. ROUTINE COMMUNICATIONS

All routine communications and reports related to the Contract shall be sent to the Department’s Contract Manager. Communications relating to a PO should be addressed to the contact person identified in the PO. Communications may be by e-mail, regular mail, or telephone.

SECTION 13. CONTRACTOR WARRANTY

The Contractor agrees to the following representation and warranty:

Should any defect or deficiency in any deliverable, or the remedy of such defect or deficiency, cause incorrect data to be introduced into any Customer’s database or cause data to be lost, the Contractor shall be required to correct and reconstruct, within the timeframe established by the Customer, all production, test, acceptance, and training files or databases affected, at no additional cost to the Customer.

SECTION 14. PRICE ADJUSTMENTS

The Contractor shall adhere to the initial and renewal term hourly rates provided in its Revised Attachment C – Price Sheet. The Department will not allow for increases to these rates. Hourly rates included in Revised Attachment C – Price Sheet are not-to-exceed hourly rates and lower hourly rates may be negotiated by the Department and/or the Customer.

SECTION 15. CONTRACT TRANSITION

Upon the expiration or termination of the Contract or PO, the Contractor shall ensure a seamless transfer of Contract responsibilities to the Department or any subsequent vendor as necessary to transition the services provided under the Contract. The Contractor agrees to cooperate with the

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Department and any subsequently awarded vendor to coordinate the transition including, but not limited to, attending meetings and furnishing necessary information. The Contractor shall assume all expenses related to its obligations to assist in the Contract transition.

Respondent Name

Advisor Position Hourly Rate

Senior Advisor $ Advisor $ Junior Advisor $ Administrative Support* $

Senior Advisor $ Advisor $ Junior Advisor $ Administrative Support* $

*Administrative Support shall not be scored or evaluated; however, Respondents shall include pricing for Administrative Support personnel, with a price not to exceed $65.00 Hourly Rate

Initial Term

Renewal Term

The Respondent shall provide pricing in dollar amounts and shall not include ranges of fractions of cents (e.g.

$0.005).

Prices are ceiling rates inclusive of any and all costs associated with providing services.

The Respondent must submit a price in all yellow highlighted cells, including cells for Respondent Name, prices for the Initial Term, and prices for the Renewal Term for each Advisor position. Respondent's price cannot be zero for any job category.

This Revised Attachment C - Price Sheet establishes pricing for services offered for the Term of the Contract and any renewals. The Respondent shall not exceed this pricing when providing services under any resultant contract.

However, Respondent may provide pricing below this pricing when providing services under a resultant contract.

Revised Attachment C - Price Sheet Request for Proposals

DMS 22/23-106

Advisory Services: Business Transactions and Policy Initiatives

INSTRUCTIONS

4050 Esplanade Way

Tallahassee, FL 32399-0950

Ron DeSantis, Governor Pedro Allende, Secretary

REVISED ATTACHMENT D – EVALUATION CRITERIA AND SCORING

OF PROPOSALS

REQUEST FOR PROPOSALS

FOR

ADVISORY SERVICES

BUSINESS TRANSACTIONS AND POLICY INITIATIVES

RFP NO. DMS-22/23-106

THE STATE OF FLORIDA

DEPARTMENT OF MANAGEMENT SERVICES

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OVERVIEW

For the purposes of evaluation and scoring, Proposals are divided into two (2) categories, Technical Proposal and Cost Proposal. Evaluators will be appointed in accordance with section 287.057, Florida Statutes, to independently review and evaluate Technical Proposals received in response to this solicitation. The Procurement Officer will review and calculate the score for Cost Proposals received in response to this solicitation. The following shows the maximum number of points that may be awarded by category:

Technical Proposal 70 Points

Cost Proposal 30 Points

Notwithstanding anything to the contrary herein, Administrative Support services will not be evaluated or scored as part of the Project Team and need not be included in the Respondent’s Technical Proposal, nor will they be scored as part of Respondent’s Cost Proposal.

CATEGORY 1. TECHNICAL PROPOSAL (MAXIMUM 70 POINTS)

A Technical Proposal will be evaluated utilizing the following sections and may be assessed a maximum number of points as set forth below:

Technical Proposal Sections Available Points

A. Experience of Respondent’s Project Team and Primary Business Function 35

B. Approach to Scope of Work 35

Total Available Points for Technical Proposal 70

Technical Proposal Respondents shall provide a response for each section below regarding, A) Experience of Respondent’s Project Team and Primary Business Function, and B) Approach to the Scope of Work. Each evaluator will independently review each Responsive Respondent’s Technical Proposal. Each evaluator will independently award points in accordance with the outlined Evaluation Criteria, below.

A. Experience of Respondent’s Project Team and Primary Business Function (0 – 35

Points) The Respondent should provide a narrative describing the relevant experience of Respondent’s Project Team, identified by Respondent as those individuals who are currently employed by Respondent and are anticipated to work directly on this Contract. Respondent should provide the experience of each Project Team member, including resumes and a narrative describing each Project Team member’s relevant experience. Respondent should not include subcontractors within its Project Team. Subcontractors will not be considered by the Evaluators.

Respondent should identify each Project Team member who will work on the Contract and identify whether the Project Team member will serve as a Senior Advisor, Advisor, or Junior Advisor. Respondent should emphasize each Project Team member’s experience performing Advisory Services (as provided in Section 2 of Attachment B – Scope of Work), including Advisory Services as related to business transactions, technology contracts, and foreign relationships, as well as relevant work performed while employed in the private and/or public

Advisory Services: Business Transactions and Policy Initiatives Page 3 of 5 sector. Project Teams with more recent, relevant experience are anticipated to be rated higher than Project Teams with less recent, relevant experience.

Respondent should also provide an overview of its company’s experience, including its company’s specific primary business functions that substantially account for the company’s total workload.

The Evaluators will evaluate the quality, depth, timeliness, and relevance of the experience (preferably with demonstrated experience in providing services relevant to, or on behalf of, governmental entities) that Respondent’s Project Team has in providing the solicited Advisory Services. The Evaluators will further evaluate Respondent’s primary business function and overview, as related to the provision of Advisory Services.

Assessment of

Technical Proposal

Assessment Criteria Evaluator Score

Inadequate The response does not address the request or does not demonstrate Respondent’s company and Project Team have the experience and/or ability to perform the required services.

Unsatisfactory

The response inadequately addresses the request or demonstrates Respondent’s company and Project Team has very limited experience and/or ability to perform the required Advisory Services or has a very limited focus on Advisory Services.

Poor

The response minimally addresses the request or demonstrates Respondent’s company and Project Team has limited experience and/or ability to perform the required services, or has a limited focus on Advisory Services.

Adequate

The response adequately addresses the question and demonstrates Respondent’s company and Project Team has sufficient experience and/or ability in performing the required services, or is sufficiently focused on Advisory Services.

Excellent

The response extensively addresses the request and demonstrates Respondent’s company and Project Team has exceptional experience and/or ability to perform the required services, or is exceptionally focused on Advisory Services.

The response indicates Respondent would provide enhanced value to the State.

Superior

The response exhaustively addresses the request and demonstrates Respondent’s company and Project Team has extraordinary experience and/or ability to perform the required services, or is extraordinarily focused on Advisory Services.

The response indicates Respondent would provide exceptionally enhanced value to the State.

B. Approach to the Scope of Work (0 – 35 Points) The Respondent shall provide a narrative describing its approach to providing Advisory Services in accordance with Attachment B – Scope of Work. The Respondent should fully

Advisory Services: Business Transactions and Policy Initiatives Page 4 of 5 demonstrate its ability to provide Advisory Services. The Respondent may demonstrate its proposal for providing Advisory Services by providing relevant information for consideration including, but not limited to, describing how Advisory Services will be provided, including any methodology and process, describing its approach to economically utilizing the Project Team, and its approach to timely providing written deliverables. Respondent’s proposal should address its ability to provide Advisory Services as they relate to business transactions and policy initiatives, including foreign policy and technology.

The Evaluator will evaluate the quality, depth, and relevance of the response in providing Advisory Services. Evaluators will consider the following to award points for the Approach to the Scope of Work:

Assessment of Technical Proposal

Assessment Criteria Evaluator Score

Inadequate The response does not address the request or does not demonstrate Respondent’s ability to provide Advisory Services.

Unsatisfactory The response inadequately addresses the request or inadequately demonstrates that Respondent’s approach to providing the Advisory Services.

Poor The response minimally addresses the request or demonstrates that Respondent’s approach to providing Advisory Services is poor.

Adequate The response adequately addresses the request and demonstrates that Respondent’s approach to providing the Advisory Services is adequate.

Excellent

The response extensively addresses the request and demonstrates that Respondent’s approach to providing the Advisory Services is excellent. The response indicates Respondent would provide enhanced value to the State.

Superior

The response exhaustively addresses the request and demonstrates that Respondent’s approach to providing the Advisory Services is superior. The response indicates Respondent would provide exceptionally enhanced value to the State.

Calculation of Total Final Technical Proposal Score For each Respondent, the Procurement Officer will calculate each evaluator’s total Technical Proposal score by adding all points awarded by the evaluator. The Procurement Officer will then add all evaluators’ total Technical Proposal scores together, and divide by the number of

Advisory Services: Business Transactions and Policy Initiatives Page 5 of 5 evaluators, to calculate each Respondent’s total final Technical Proposal score. The total final Technical Proposal score will be rounded to the nearest hundredth decimal point.

CATEGORY 2. COST PROPOSAL (MAXIMUM 30 POINTS)

Respondent shall complete and submit a Cost. Respondents shall submit pricing for the initial term and the renewal term. Respondent’s Financial Proposal shall consist solely of a completed Attachment C – Price Sheet.

The Procurement Officer will be responsible for reviewing the Respondent’s Financial Proposal and calculating and awarding points as follows:

Respondent’s Cost Proposal Score = W x 30

Where:

A = Lowest Average Hourly Pricing for Initial Term B = Respondent’s Average Hourly Pricing for Initial Term C = Lowest Average Hourly Pricing for Renewal Term D = Respondent’s Average Hourly Pricing for Renewal Term

W (Respondent’s Score for Combined Initial and Renewal Pricing) = [(A/B) x .70] + [C/D) x .30]

Average hourly pricing will be calculated separately for the initial and renewal term by adding the quoted hourly rate for Senior Advisor, Advisor, and Junior Advisor and dividing by three.

Only pricing included and as stated on Revised Attachment C – Price Sheet will be considered in these calculations.

The Procurement Officer will combine the Respondent’s total final Technical Proposal score with the Respondent’s applicable Cost Proposal score to obtain the Respondent’s final combined score.