Annual Report RFQ 2014.pdf

Steven Grossman John K. McCarthy Chairman, State Treasurer Executive Director

40 Broad Street, Suite 500 ● Boston, MA 02109 ● Phone: 617-720-4466 ● Fax: 617-720-5260

REQUEST FOR QUOTES

PURCHASE DESCRIPTION

To: Firms that Customarily Provide Print and Production of Marketing Materials

From: Siobhan Tolman, Procurement Coordinator

Date: April 1, 2014

Subject: Request for Quotes (“RFQ”) to Assist the Massachusetts School Building Authority in the Production of its Annual Report

Background

Chapter 208 of the Acts of 2004 established the Massachusetts School Building Authority. The MSBA is an independent public authority not subject to the supervision and control of any other executive office, department, commission, board, bureau, agency or political subdivision of the Commonwealth. The

MSBA’s Board consists of the State Treasurer, who serves as chair, the Secretary of Administration and

Finance, the Commissioner of Education, and four additional members appointed by the State Treasurer.

Prior to the establishment of the MSBA, the Department of Education administered and managed the former school building assistance program. Chapter 208 eliminated the former program and created a new program for school building construction, renovation and repair projects (the “Program”), administered by the MSBA. The new Program provides assistance to cities, towns, regional school districts and independent agricultural and technical schools to finance school building projects. The

MSBA has adopted regulations necessary to administer the Program and to review and approve applications for reimbursement for school building construction projects.

For more information about the MSBA and its program, please visit our website at www.massschoolbuildings.org and refer to Massachusetts General Laws Chapter 70B, Chapter 208 of the

Acts of 2004, and 963 CMR 2.00 et seq.

Scope of Engagement

The MSBA is seeking a firm to assist with developing, designing, proofing, and producing an Annual

Report. The scope of services includes drafting, editing and finalizing copy, information, and photographs as well as publishing the Annual Report. Specific deliverables of the engagement will include:

1) Developed themes for the MSBA’s review and approval for the Annual Report;

2) Drafting Annual Report for MSBA review and approval; and

3) Finalizing a printer-ready Annual Report.

For further understanding of the quality and type of services requested, please review the MSBA’s previously published Annual Reports, which can be found at the following link:

http://www.massschoolbuildings.org/news/publications http://www.massschoolbuildings/ http://www.massschoolbuildings.org/news/publications

Steven Grossman John K. McCarthy Chairman, State Treasurer Executive Director

Schedule

The schedule for the submission of quotes and award of the contract is as follows:

Deadline for Questions: April 4, 2014 at 2:00 PM

MSBA Response to Timely Questions: April 8, 2014

Deadline for Submission of Quotes: April 11, 2014 at 2:00 PM

All questions and quotes must be submitted in writing to MSBA Procurement Coordinator Siobhan

Tolman (siobhan.tolman@massschoolbuildings.org).

The MSBA may award a contract to the responsive and responsible firm submitting the most advantageous proposal, taking into consideration qualifications, experience, proposed approach, and price. The MSBA reserves the right to request additional information from all Respondents and to conduct interviews with one or more Respondents. The MSBA reserves the right to reject any and all quotes submitted by non-responsible bidders.

It is our intention to have the Annual Report completed prior to the end of June 2014. Please confirm in your response that your firm is willing and able to provide the resources necessary to ensure this deadline is met.

Requested Information

If interested in partnering with the MSBA on the project described above, please submit a written response of not more than four pages (inclusive of team member biographies and firm qualifications).

The response should include the following information:

1. Firm’s Qualifications

Description of the firm’s prior experience with conducting producing materials similar to the

MSBA’s Annual Report.

Description of the firm’s prior experience in working with public sector organizations.

2. Proposed Approach

Description of proposed approach to delivering MSBA’s Annual Report

3. Cost

Total cost to be charged to the MSBA for the services and deliverables explained in the Scope of

Engagement Section of this RFQ.

mailto:siobhan.tolman@massschoolbuildings.org

Steven Grossman John K. McCarthy Chairman, State Treasurer Executive Director

Additional Information

Please note that all quotes and related documentation and information submitted in response to this solicitation are subject to the Massachusetts Public Records Law, M.G.L. c. 66, §10; c. 4, §7(26)(h), Any statements in submitted quotes that are inconsistent with the provisions of these statutes will be void and disregarded. Bidder agrees that the MSBA shall not be liable under any circumstances for the subsequent disclosure of any information submitted to it by Bidder and/or in connection with any contract entered into between Bidder and the MSBA as a result of this process.

Attachments

Attachment A: Authorized Respondent’s Signature and Acceptance Form: If the Respondent is a corporation, partnership, or other business entity, complete Attachment “A” as indicated.

Attachment B: Certification Statement; Mandatory Certifications: (an example of a comprehensive certification statement is attached as Attachment “B”):

a. Certification of Compliance with Massachusetts Child Care Laws.

b. Certification of Compliance with the Revenue Enforcement and Protection Program.

c. Certification Regarding Companies Doing Business in Northern Ireland.

d. Certification of Disclosure.

e. Certification of No Conflicting Relationship.

f. Certificate Statement Regarding Criminal Actions and Pending Litigation

g. Certification of Solvency

h. Certification of Good Standing and Licensure

i. Statement of Compliance with RFR Requirements

j. Statement of Confidentiality

Attachment C: Master Services Agreement: The selected Respondent(s) will be required to execute the standard Master Services Agreement, a copy of which is attached hereto as Attachment “C.”

RESPONDENTS ARE REQUIRED TO SPECIFY ANY EXCEPTIONS TO THE MASTER SERVICES

AGREEMENT AND TO MAKE ANY SUGGESTED COUNTERPROPOSAL WITH THEIR

RESPONSE. A FAILURE TO SPECIFY EXCEPTIONS AND/OR COUNTERPROPOSALS WILL BE

DEEMED AN ACCEPTANCE OF THE MASTER SERVICES AGREEMENT’S TERMS AND

CONDITIONS.

Attachment D: Supplier Diversity Program Plan Form: The MSBA is committed to developing and strengthening Minority and Woman-Owned Business Enterprises (M/WBE’s) and expanding equal opportunity in the primary and secondary industries affected by this RFR. All Respondents must submit a

Supplier Diversity Program Plan Form (Attachment “D”) with its Response. Respondents that clearly demonstrate the intent to further the development of M/WBEs or the existence of a relationship to further those goals will receive favorable consideration. Please also provide a list of and a photocopy of any certifications the firm has as a minority or woman-owned business.

Steven Grossman John K. McCarthy Chairman, State Treasurer Executive Director

Instructions for Submission

The original and six (6) hard copies of the Responses and Attachments must be delivered in the same sealed package no later than April 11, 2014 at 2:00 PM EST. Responses and Attachments received after this deadline date and time will not be evaluated. Responses and Attachments should be delivered to:

MSBA-RFR-AnnualReport-2014

Massachusetts School Building Authority

ATTN: Siobhan Tolman, Procurement Coordinator]

40 Broad Street, Suite 500

Boston, Massachusetts 02109

Thank you for your interest in providing services to the MSBA.

John K. McCarthy

Executive Director

Massachusetts School Building Authority