Admin Review - Print Fulfill
105 KB Posted
- Attached to
- Print Fulfillment Services
- Solicitation number
- 47400-DOR0000111
- Issued by
- Georgia
About this file
This administrative review document pertains to Print Fulfillment Services being solicited by the Georgia Department of Revenue (DOR). The DOR seeks qualified suppliers to manage comprehensive print fulfillment operations serving multiple internal divisions including Audits, Compliance, Taxpayer Services, Motor Vehicle, Local Government Services, Alcohol Tobacco, Finance, and participating county tag offices. The scope of work encompasses approximately 200 different letter types with an estimated annual print volume of 17 million documents, plus approximately 879 thousand documents annually for paper check refunds. The selected supplier will be required to provide multiple system interfaces to support DOR's operational divisions and manage all aspects of the print fulfillment process for the state agency.
The document indicates this is a single-award contract opportunity with the supplier expected to handle the complete fulfillment services portfolio for the state department. No specific pricing terms, response deadlines, site visit requirements, bidder conferences, or contract term details are provided in this administrative review file. The scope suggests a significant operational undertaking given the volume of documents and the number of divisions requiring service integration, indicating this represents a critical operational function for the Georgia Department of Revenue's document management and distribution needs.
Text of this file
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Instructions
Summary
| Administrative Review Requirements Summary Sheet | |
| RFX #: | 47400-DOR0000111 |
| RFX Name: | Print Fulfillment Services |
| Issuing Officer: | Vanessa Walker |
| Reviewed by: | Toni Owens / Carrie Steele |
| Date: | 11/08/2021 |
| Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | |
| DATAMATX INC | Level One LLC a Doxim Company | BMS Direct Inc | Quadient Inc | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | |
| Conditional | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Fail | 0 | 2 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Overall Rating Pass Fail Pass Fail Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass
| Administrative Requirements | ||||||||||||||||||||||
| Administrative Documents | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Contract Terms & Conditions | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Addenda | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Mandatory, Additional, Optional | ||||||||||||||||||||||
| Mandatory | Pass | Pass | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Mandatory Scored | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Additional Scored | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Optional/Supplemental | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
Cost Pass Pass Pass Fail Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass
&G
Administrative Review Summary Page &P of &N SPD-EP001 Rev. April 12, 2012
Administrative Requirements
| Administrative Review Requirements Summary Sheet | |
| RFX #: | 47400-DOR0000111 |
| RFX Name: | Print Fulfillment Services |
| Issuing Officer: | Vanessa Walker |
| Reviewed by: | Toni Owens / Carrie Steele |
| Date: | 11/08/2021 |
| Administrative Requirements | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name |
| Select a row and click CTRL-r to insert a new row above the selected row. | DATAMATX INC | Level One LLC a Doxim Company | BMS Direct Inc | Quadient Inc | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> |
| Item # | Requested Documents | ||||||||||||||||||||||
| Over-all Rating Conditional | 0 | 1 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Over-all Rating Fail | 0 | 1 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Overall Rating è | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Administrative Documents -- Section Rating à | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | |
| Section Rating Conditional | 0 | 1 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Section Rating Fail | 0 | 1 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
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| 1 | Company Information | ||||||||||||||||||||||
| 2 | Reciprocal Preference | ||||||||||||||||||||||
| 3 | Small and/or Minority Business | ||||||||||||||||||||||
| 4 | Scrutinized Company | ||||||||||||||||||||||
| 5 | Sales and Use Tax Form | ||||||||||||||||||||||
| 6 | Department of Audits Immigration Form | ||||||||||||||||||||||
| 7 | Standard Insurance | ||||||||||||||||||||||
| 8 | Additional Insurance | ||||||||||||||||||||||
| 9 | Performance Bond | ||||||||||||||||||||||
| 10 | Bid Bond | ||||||||||||||||||||||
| 11 | Letter of Credit | ||||||||||||||||||||||
| 12 | Proposal Certification | ||||||||||||||||||||||
| 13 | Mandatory Worksheet | ||||||||||||||||||||||
| 14 | Mandatory Scored Worksheet | ||||||||||||||||||||||
| 15 | Additional Scored Worksheet | ||||||||||||||||||||||
| 16 | Georgia Resident Small Business Verification | ||||||||||||||||||||||
| 17 | Cost Worksheet |
| DOR Administrative Review | |||||
| 1 | Communication with Issuing Officer | Pass | Pass | Pass | Pass |
| 2 | Electronic Signature | Pass | Pass | Pass | Pass |
| 3 | Scrutinized Company | Pass | Pass | Pass | Pass |
| 4 | Minority Status | Pass | Pass | Pass | Pass |
| 5 | Domicled | Pass | Pass | Pass | Pass |
| 6 | Small Business by Tiers | Pass | Pass | Pass | Pass |
| 7 | Veteran Owned | Pass | Pass | Pass | Pass |
| 8 | Women Owned | Pass | Pass | Pass | Pass |
| 9 | Insurance | Pass | Pass | Pass | Pass |
| 10 | Performance Bond | Pass | Pass | Pass | Conditional |
| 11 | Mandatory Response Worksheet | Pass | Pass | Pass | Fail |
| 12 | Mandatory Scored Response Worksheet | Pass | Fail | Pass | Fail |
| 13 | Cost Proposal Worksheet | Pass | Pass | Pass | Fail |
| 14 | Supplier Responsibility Questionnaire | Pass | Pass | Pass | Pass |
| 15 | References | Pass | Pass | Pass | Conditional |
| 16 | Contractor Affidavit (E-Verify) | Pass | Conditional | Pass | Pass |
| 17 | Tax Compliance | Pass | Pass | Pass | Fail |
| 18 | Certificate of Non-Collusion | Pass | Pass | Pass | Pass |
| 19 | Sample Trade Secret Status Affidavit Template | Pass | Pass | Pass | Pass |
| Contract Terms and Conditions -- Section Rating | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | |
| Section Rating Conditional | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Section Rating Fail | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
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| 1 | Contract Exceptions | N/A | N/A | N/A | N/A |
| Addenda -- Section Rating | ||||||||||||||||||||||||
| For Paper Bids only | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | ||
| Section Rating Conditional | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Section Rating Fail | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
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Comments for "Fail" è MANDATORY SCORED WORKSHEET - Supplier did not upload the Mandatory Scored Worksheet, what is attached is the Mandatory Response Worksheet which is the same document attached for the Mandatory Response question. MANDATORY RESPONSE WORKSHEET - Supplier answered "no" for Mandatory Response Worksheet question 5, 6 and 19
MANDATORY SCORED RESPONSE WORKSHEET - Supplier answered "no" for the bid factor Mandatory Scored Response Worksheet and added the following response in the comments section "Quadient is proposing an alternate solution that will provide the Department of Revenue the necessary solution to accomplish secure fulfillment in-house as opposed to out sourcing to a third party vendor." Therefore some of the questions in the mandatory scored response worksheet are not applicable to our submission.
COST PROPOSAL WORKSHEET - Supplier did not provide the Cost Proposal Worksheet but attached a business case titled Managing Critical Communications. Supplier also added a comment stating "Quadient has provided a Business Case that contains pricing based on cost per finished envelope.
Please see attached Business Case for pricing."
TAX COMPLIANCE - Supplier answered "no" to the bid factor for Tax Compliance, no comments or attachment located for the bid factor, no attachment overall providing the Tax Cmpliance form either.
Do not go below this row. Use the CTRL-r feature to add rows to the above sections.
&G
Administrative Requirements SPD-EP001
Mandatory, Additional, Optional
| Administrative Review Requirements Summary Sheet | |
| RFX #: | 47400-DOR0000111 |
| RFX Name: | Print Fulfillment Services |
| Issuing Officer: | Vanessa Walker |
| Reviewed by: | Toni Owens / Carrie Steele |
| Date: | 11/08/2021 |
| Mandatory, Additional, and/or Optional Documents | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | |
| Click CTRL-r to insert a row directly above the selected row. Drop-downs and formulas will copy to the new row. | DATAMATX INC | Level One LLC a Doxim Company | BMS Direct Inc | Quadient Inc | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Item # | Requested Documents | ||||||||||||||||||||||
| Fail | 0 | 33 | 0 | 36 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Overall Rating è | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Mandatory Section Rating à | Pass | Pass | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | ||
| Fail | 0 | 0 | 0 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
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| 1 | Offeror agrees to accept text (ASCII Format) files and PDF files for printing. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 2 | Offeror must provide a daily reconciliation report detailing the number of Inbound/Outbound items received, number processed and any errors where the numbers are out of balance. In addition, the detailed report must provide the letter ID. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 3 | Offeror agrees to provide commercial printing, printing presses and finishing equipment to produce preprinted forms with perforations, inserts, etc. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 4 | Offeror agrees to provide commercial printing, printing presses and finishing equipment to produce paper check refunds. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 5 | Offeror agrees to return printed paper check refunds in unsealed envelopes to DOR when requested. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Fail | |||||||||||||||||||
| 6 | Does Offeror agree to provide services as specified in the Scope of Work that is included with the solicitation? | Pass | Pass | Pass | Fail | |||||||||||||||||||
| 7 | Offeror must use National Change of Address (NCOA) services for all mailings. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 8 | Offeror must show proof of current Coding Accuracy Support System (CASS) certification and agree to maintain annually. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 9 | Offeror agrees to combine mailings for different customers/companies into a single mailing tray to achieve maximum volume benefits for presorting. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 10 | Offeror agrees to preserve the USPS Intelligent Mail Barcode(IMB) in each address block as provided by DOR. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 11 | Offeror must have USPS approved address standardization and presorting software applied and operational. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 12 | Offeror agree to print barcodes on notices provided by DOR. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 13 | Offeror agrees to print Quick Response Code/2D Barcode on all DOR documents. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 14 | Offeror agrees to process certified mail and if necessary develop custom envelopes if needed. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 15 | Offeror must provide to DOR a transmittal via email indicating there is a paper check refund file in their secure web portal ready for approval. Offeror must provide a minimum of three (3) additional emails after the original notification in set intervals (every four hours) notifying DOR a paper check refund file is ready for approval. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 16 | Offeror must provide a secure web portal for DOR to approve refund checks. Only approved refund checks shall be printed. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 17 | Offeror must provide a secure web portal to archive approved paper check refunds files transmitted from DOR to the offeror which provides the ability for DOR to access their secure web portal to review approved archived paper check refund files. Archived files must remain in the offeror’s secure web portal for three years. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 18 | The Department of Revenue reserves the right to request a physical or virtual inspection of Offeror's facility prior to the conclusion of the evaluation process. The Offeror will be given at least a three-day timeframe to adhere to the request. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 19 | Offeror agrees to have a secondary print location in the event of a business continuity issue? Does Offeror agree to this stipulation? | Pass | Pass | Pass | Fail | |||||||||||||||||||
| 20 | Does supplier agree to implement in phases the categories listed below and for each new category to start at DOR's discretion? | |||||||||||||||||||||||
| 1. | Integrated Tax Solution (ITS) Print Groups | |||||||||||||||||||||||
| 2. | Motor Vehicle Division (MVD) Dealer Renewal Letter | |||||||||||||||||||||||
| 3. | Motor Vehicle Division (MVD) Insurance Letters | |||||||||||||||||||||||
| 4. | Refund Checks | |||||||||||||||||||||||
| 5. | County Vehicle Renewal Notices | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 21 | Offeror agrees that solution system will develop agreements and partner with any of the 159 County Tax Commissioners that opt-in to use the Offeror’s county renewal notice print and mail service. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 22 | Offeror agrees to enter into separate agreements with County Tax Commissioners that opt-in to print or stock as well as insert special county specific flyers or notifications. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 23 | Offeror agrees to send and receive data through Secure File Transfer Protocol (SFTP) process. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 24 | Offeror must provide a secure web portal to store the paper check refund file transmitted from DOR to the Offeror which provides the ability for DOR to access their secure web portal to perform an approval of the paper check refund file before the Offeror is allowed to print/mail. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 25 | Does the Offeror agree to comply with IRS Publication 1075 and O.C.G.A. § 48-2-6 and requirements as specified in Attachment C? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 26 | The Department of Revenue requires all contractor's staff performing any services in a Georgia Department of Revenue office unescorted and/or having access to any confidential tax information to undergo a tax compliance check and a federal fingerprint criminal background check under O.C.G.A. § 48-2-6(f). Contractor will be responsible for paying for any costs associated with such required background checks pursuant to O.C.G.A. § 48-2-6(g)(4). Contractor must notify the Georgia Department of Revenue of any changes in staffing so that the proper background checks can be performed before any new or replacement Contractor employee begins performing services on behalf of the Georgia Department of Revenue. Does Offeror agree to this stipulation? | Pass | Pass | Pass | Pass | |||||||||||||||||||
| 27 | Does the Offeror's solution conform to the NIST SP800-53, Security And Privacy Controls For Information Systems And Organizations security requirements, found via link https://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r5.pdf for a moderate impact system and IRS Publication 1075, Tax Information Security Guidelines for Federal, State, and Local Agencies, found via link: https://www.irs.gov/pub/irs-pdf/p1075.pdf? |
| Or alternatively, will the offeror substitute compliance with NIST SP 800-53 Rev. 4, located at: https://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r4.pdf? | Pass | Pass | Pass | Pass | ||||||||||||||||||||
| Mandatory Scored Section Rating à | Pass | Fail | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | ||
| Fail | 0 | 32 | 0 | 32 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
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| 1 | Describe in detail the Offeror's proposal to meet and exceed the requirements for the acceptance of data, printing, folding, including possible inserts, and mailing of the documents listed as ITS Print Groups samples and data format with an annual volume of 5 million. | Pass | Fail | Pass | Fail | |||||||||||||||||||
| 2 | Describe in detail the Offeror's proposal to meet and exceed the requirements for the acceptance of data, printing, folding, including possible inserts, and mailing of the documents listed as MVD Documents samples and data format, to include ORC/2D Barcode with annual volume of 800,000. | Pass | Fail | Pass | Fail | |||||||||||||||||||
| 3 | County Tax Commissioners are agents of the DOR and are required to collect vehicle registration fees for their constituents. A county may choose to mail renewal notices to serve as a reminder of such fees due. They also may choose to include inserts. The current annual volume of renewal notices mailed is approximately 10,000,000. Describe in detail the Offeror's proposal to meet and exceed the requirements for the acceptance of data, printing, folding, including possible inserts, and mailing of the documents listed as County Renewal Notice Documents samples and data format. | Pass | Fail | Pass | Fail | |||||||||||||||||||
| 4 | Describe in detail the Offeror's proposal to meet and exceed the requirements for the acceptance of data, printing, folding, including possible inserts, and mailing of the documents listed as Taxpayer Refund Check in the Scope of Work. |
| Offeror must provide five samples of proposed paper check refund printed on proposed paper stock when/if requested by the agency after the bid closes and during the agency’s evaluation stage. | Pass | Fail | Pass | Fail | ||
| 5 | Describe in detail the Offeror's ability to meet the expected time requirement for each print group as listed in the Scope of Work. | Pass | Fail | Pass | Fail | |
| 6 | Describe in detail the Offeror's ability and process to proactively notify DOR in advance of inability to meet the mail time requirements specified in the Scope of Work. | Pass | Fail | Pass | Fail | |
| 7 | Describe in detail the Offeror's ability to handle changes initiated by DOR, legislative or otherwise and to accommodate ad hoc special requests including the time to implement. | Pass | Fail | Pass | Fail | |
| 8 | Describe the Offeror's years of experience and ability to print high volume jobs up to 15 million annually for similar size scope of this project. | Pass | Fail | Pass | Fail | |
| 9 | Please describe what reports or other methods you can provide that will assist the State in reconciling actual monthly print volumes to the monthly invoices. | Pass | Fail | Pass | Fail | |
| 10 | Describe in detail how Offeror's proposal shall obtain and provide best 1st class pre-sort rate and how Offeror can maximize the sorting of multiple notices to same name and address. Provide the maximum number of documents that can go into a single envelope to obtain maximum USPS discount rate. | Pass | Fail | Pass | Fail | |
| 11 | Describe in detail if envelopes are produced in-house or will Offeror procure from outside source. | Pass | Fail | Pass | Fail | |
| 12 | Describe in detail how Offeror's proposal can meet the Commercial Printing requirements for possible inserts associated with document types. Detail Offeror's ability to print in-house possible inserts and/or obtain externally. | Pass | Fail | Pass | Fail | |
| 13 | Describe in detail Offeror's mail presorting methodology, to include how mail is sorted and if mail commingling is used to achieve the maximum volume discounts. | Pass | Fail | Pass | Fail | |
| 14 | Describe in detail how Offeror's proposal will ensure delivery of daily mailings to USPS in a timely manner to meet time-sensitive deadlines. Elaborate if the USPS has established a Detached Mail Unit (DMU) on Offeror's premises or indicate the distance from the Offeror's location to the USPS facility that will process its mail. | Pass | Fail | Pass | Fail | |
| 15 | Describe in detail how Offeror can provide Intelligent Inserting for multiple bills per address to maximize postage savings. | Pass | Fail | Pass | Fail | |
| 16 | Describe how Offeror's solution will preserve USPS Intelligent Mail Barcode on letter images during the printing process. | Pass | Fail | Pass | Fail | |
| 17 | Describe how Offeror's solution will receive refund check files from DOR's Integrated Tax Solution (ITS) and non-ITS files as specified in the Scope of Work. | Pass | Fail | Pass | Fail | |
| 18 | Describe how Offeror's solution will meet DOR's peak refund check volume during tax season. | Pass | Fail | Pass | Fail | |
| 19 | Describe how Offeror will allow DOR to review, edit, approve paper check refund files transmitted to their secure portal and access archived paper check refund files on the Offeror's secure portal. Archived refund check files must be retained in the Offeror's secure portal for three years from the date received. | Pass | Fail | Pass | Fail | |
| 20 | Describe the Offeror's solution, within their secure web portal, that provides the ability to print/save the check file in PDF and Excel which shows the check numbers, names and check amounts. | Pass | Fail | Pass | Fail | |
| 21 | Describe how Offeror's solution will invoice each DOR's print group and participating County Tax Commissioner Offices separately. | Pass | Fail | Pass | Fail | |
| 22 | Describe how Offeror's solution will return printed refund checks to DOR in unsealed envelopes when requested. | Pass | Fail | Pass | Fail | |
| 23 | DOR requires different envelopes for specific letters/forms associated with this eRFP. Describe in detail how Offeror will maintain envelope inventory as specified in the Scope of Work to meet or exceed volume requirements for this solicitation and provide evidence of obtaining the envelopes at competitive pricing rates. | Pass | Fail | Pass | Fail | |
| 24 | Describe in detail and provide along with your response a Full Disaster Recovery/Business Continuity Plan. This plan should include alternate production site(s) in the event of a service disruption at the primary location, strategies for the continued ability to produce, print, sort and mail documents without any noticeable service delays to the taxpayers of Georgia. | Pass | Fail | Pass | Fail | |
| 25 | Please describe your Project Management Approach and include your plan for status meetings, project team communication, progress reports, issue resolution, managing scope, project change control and risk management. Please attach sample deliverables for weekly/monthly plus executive status reports, change control management and issue resolution log and risk management. | Pass | Fail | Pass | Fail | |
| 26 | Provide an implementation plan that shows deliverables, major tasks, project milestones, associated dependencies, assignment of Offeror's resources, and expected State resources and timeline. | Pass | Fail | Pass | Fail | |
| 27 | Provide a Master Test Strategy outlining your approach to functional, system integration testing (end-to-end), security and user acceptance testing. Please describe your approach and any tools for developing test scripts, ensuring requirements traceability, defect tracking and issue resolution. Please describe any State resources expected in order to implement the proposed testing strategy. | Pass | Fail | Pass | Fail | |
| 28 | Provide a list of all assumptions made in order to develop your proposal/implementation plan and any specific challenges or concerns you have with respect to implementing your solution with DOR. | Pass | Fail | Pass | Fail | |
| 29 | Please provide length of time required for complete implementation of each phase, once contract is executed, including project start date and names, phone #s and email addresses of the individuals who would have primary responsibility for project implementation (e.g., assigned project manager and the alternate project manager). Provide a resume of the named project managers which includes information on the project manager's skills and qualifications relevant to this project. A credentialed project manager or manager with at least four years' experience implementing systems in complex environment similar to the requirements outlined in the RFP is preferred. It is expected that Offeror will make its assigned project manager available during oral presentations - if requested. | Pass | Fail | Pass | Fail | |
| 30 | The Offeror shall provide and retain qualified staffing at levels necessary to ensure successful implementation of Print Fulfillment Services. Detail how Offeror is currently staffed to handle the implementation of the project according to the implementation schedule provided and, if needed, your timeframe for staffing up to meet the needs of this project. | Pass | Fail | Pass | Fail | |
| 31 | Provide a list of Offeror's team members (including those provided by a subcontractor) who will perform key roles in the implementation for Print Fulfillment Services. Include a qualification summary and pertinent information describing each team member's related experience, how long each team member has worked for/with the Offeror, project role, specialty and onsite dedicated to the State. Are the individual team members also working to provide similar services on other accounts? | Pass | Fail | Pass | Fail | |
| 32 | DOR uses the Computer Security Resource Center of the National Institute of Standards and Technology’s (NIST) Special Publication 800 series documents as its information security framework. |
The Offeror must demonstrate documented security controls that conform to the security control set in NIST Special Publication 800-53B, Control Baselines for Information Systems and Organizations, Section 3, for moderate impact systems, located at: https://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53B.pdf.
Descriptions of the control numbers from this section can be found in the text of Special Publication 800-53 rev 5, Chapter 3, located at: https://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r5.pdf.
Alternatively, if the Offeror does not yet conform to NIST SP 800-53 Rev. 5, the Offeror may substitute compliance with NIST SP 800-53 Rev. 4, located at: https://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r4.pdf. If the Offeror substitutes SP 800-53 rev. 4 compliance, a date for anticipated compliance with 800-53 rev. 5 should also be provided.
In addition, the Offeror’s security controls must conform to IRS Publication 1075, Tax Information Security Guidelines for Federal, State, and Local Agencies, located at: https://www.irs.gov/pub/irs-pdf/p1075.pdf.
| The Offeror must provide a detailed description of how proposed solution will meet the IRS’ security requirements. | Pass | Fail | Pass | Fail | ||||||||||||||||||||
| Additional Scored Section Rating à | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | ||
| Fail | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
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| Optional Section Rating à | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | |
| Fail | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
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Comments for "Fail" è MANDATORY SCORED WORKSHEET - Supplier did not upload the Mandatory Scored Worksheet, what is attached is the Mandatory Response Worksheet which is the same document attached for the Mandatory Response question. MANDATORY RESPONSE WORKSHEET - Supplier answered "no" for Mandatory Response Worksheet question 5, 6 and 19
MANDATORY SCORED RESPONSE WORKSHEET - Supplier answered "no" for the bid factor Mandatory Scored Response Worksheet and added the following response in the comments section "Quadient is proposing an alternate solution that will provide the Department of Revenue the necessary solution to accomplish secure fulfillment in-house as opposed to out sourcing to a third party vendor." Therefore some of the questions in the mandatory scored response worksheet are not applicable to our submission.
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Documents Page &P of &N SPD-EP001
Cost
| Administrative Review Requirements Summary Sheet | |
| RFX #: | 47400-DOR0000111 |
| RFX Name: | Print Fulfillment Services |
| Issuing Officer: | Vanessa Walker |
| Reviewed by: | Toni Owens / Carrie Steele |
| Date: | 11/08/2021 |
| Mandatory, Additional, and/or Optional Documents | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | Offeror Name | |
| Click CTRL-r to insert a row directly above the selected row. Drop-downs and formulas will copy to the new row. | DATAMATX INC | Level One LLC a Doxim Company | BMS Direct Inc | Quadient Inc | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | <Enter offeror name here> | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Item # | Requested Documents | ||||||||||||||||||||||
| Fail | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Overall Rating è | Pass | Pass | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass |
| Cost | Pass | Pass | Pass | Fail | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | Pass | |
| Fail | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
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| Pass | Pass | Pass | Fail |
Comments for "Fail" è COST PROPOSAL WORKSHEET - Supplier did not provide the Cost Proposal Worksheet but attached a business case titled Managing Critical Communications. Supplier also added a comment stating "Quadient has provided a Business Case that contains pricing based on cost per finished envelope.
Please see attached Business Case for pricing."
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Documents Page &P of &N SPD-EP001 Rev. February 2, 2011
Microsoft_Word_97_-_2003_Document.doc Administrative Review Template Instructions
Entering Data:
· Enter RFP and offeror information in the yellow and blue cells on the "Administrative Requirements" tab. Values will copy to other sheets in this workbook.
· Select values from drop-down lists in the yellow and blue cells in the "Requested Documents" sections of the "Administrative Requirements" and "Mandatory, Additional, Optional" tabs.
· Once you make your selection from the drop-down lists, ratings display in bright green cells: Pass = green; Conditional = yellow; Fail = red.
· Summary information displays on the "Summary" tab. Do not enter data on the "Summary" tab.
Adding - Deleting Rows:
· To insert a new row in any section, select any row. Click CTRL-r and a new row will be inserted ABOVE the row you are on.
· To delete a row, right-click on the row number (e.g. 19) to highlight the entire row and select "Delete" from the menu that pops up.
General Information:
· You CANNOT CHANGE Item numbers 1-14 of the Administrative Documents section on the "Administrative Requirements" tab.
· You CANNOT CHANGE Item number 1 of the Contracts section on the "Administrative Requirements" tab.
Revised November 8, 2017
SPD-EP001
image1.emf image2.png
Other files
| File | Type | Posted |
|---|---|---|
| NOA - Print Fulfillment Srvc | — | |
| NOIA - Print Fulfillment Srvc | — |
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