Appendix 2 - BM057747 Price Form and Instructions.xlsx
XLSX spreadsheet 46 KB Posted
- Solicitation number
- BPM057747
- Issued by
- Baltimore County, Maryland
About this file
This is a Price Form and Instructions document for a Request for Proposals issued by the Department of General Services on behalf of the Maryland Lottery and Gaming Control Agency to procure a Lottery Central Monitoring and Control System (LCMCS). The comprehensive system includes hardware, software, personnel, and services for up to 4,700 retail locations, with specific equipment quantities including 5,300 Retailer Sales Terminals, 500 Retailer Report and Validation Terminals, 2,200 Player Self-Service Terminals with 24 Instant Ticket Bins, 200 Low Profile Player Self-Service Terminals with 16 Instant Ticket Bins, 500 Draw Games Only Terminals, 4,500 Cash Drawers, 3,700 Illuminated Double Jackpot Signs, 125 Standing Three-Sided Jackpot Signs, 4,000 Maryland Lottery Logo Signs, 3,500 In-Store Merchandisers, 80 Lottery Sales Force Automation systems, and 2,000 Clerk Terminal Debit Hardware units. The contract includes a 5-year initial term with a potential 5-year renewal option. The solicitation also includes specified optional services for an iLottery Program, Mobile Payment Application, and Print on Receipt/In-Lane Program, as well as provisions for offeror-proposed optional equipment and services.
Pricing for the base proposal (Part A) is structured as a fixed percentage of net lottery sales, expressed to four decimal places, with separate fixed monthly fees for additional hardware options based on specified unit quantity ranges. Part B specified options include an iLottery Program priced as a fixed percentage of iLottery sales based on $1,000,000,000 in assumed sales, a Mobile Payment Application as a fixed monthly fee, and a Print on Receipt/In-Lane Program as a fixed percentage of in-lane sales based on $1,000,000 in assumed sales. Part C allows offerors to propose optional equipment and services with fixed monthly fees and corresponding inflation factors for subsequent contract periods. The financial evaluation uses a 0, 1, 3, 5 adjectival scoring scale applied to evaluated revenue to the State, combined with technical scores using 65% technical weighting and 35% financial weighting. The form requires offeror certification and includes comprehensive compliance requirements prohibiting alterations to formulas, blank required fields, or conditional pricing language, with all calculations auto-populating based on entered values.
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Other files
| File | Type | Posted |
|---|---|---|
| BPM057747_LCMCS_2026_RFP v2.docx | DOCX document | |
| Appendix 8 - 2026 RFP Deliverabls - Addendum (1).docx | DOCX document | |
| Appendix 4 - 2026 RFP Required Reports and Queries (1).docx | DOCX document | |
| Appendix 1 - 2026 RFP ABBREVIATIONS and DEFINITIONS (1) (1).docx | DOCX document | |
| Appendix 9. Electronic Transaction Fee.docx | DOCX document | |
| Appendix 10 - SAMPLE CONTRACT (1).pdf | ||
| Appendix 6 - RFP 2026 Liquidated Damages other than MBE (1).docx | DOCX document | |
| Appendix 3 - 2026 RFP Data Feeds – Types of Filed and Frequency of Uploads (1).docx | DOCX document | |
| Appendix 5 - 2026 RFP Information Technology - Addendum (1).docx | DOCX document | |
| Appendix 9 - 2026 RFP Monitors Deployed (1).docx | DOCX document | |
| Appendix 7 - 2026 RFP MBE Liquidated Damages (1).docx | DOCX document | |
| BPM057747 LCMCS 2026 RFP.docx | DOCX document | |
| BPM057747 LCMCS 2026 RFP.docx | DOCX document |
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Text version
Price Form Instructions
| LCMCS Financial Price Form Instructions | |
| This form must be completed in its entirety. Start out by entering the Offeror Name in the Section Below, and it will flow down through the rest of the form (Prices shall be provided for each section in Part A, each Task in Part B, and items in Part C as appropriate) and submitted by the Offeror as its Financial Proposal. Offeror shall complete all SHADED sections of the Price Sheet with the appropriate information. All other areas of the Price Sheet are protected. All calculations are preprogrammed into the Price Sheet and will auto-populate the extended pricing and the Price Sheet (Summary). | |
| Additional Instructions | |
| Topic | Recommended Instruction |
| Blanks | Offerors must complete each required field. If there is no charge for a required field, enter 0. Do not leave required pricing fields blank. |
| Percent fields | Percent entries must be entered in the format directed by the Price Form and carried to four decimal places where applicable. |
| No alterations | Offerors may not alter formulas, add tabs, modify protected cells, or insert clarifying or contingent pricing language. |
| Evaluation metric | The State will apply the same financial evaluation calculation to all Qualified Offerors using the Price Form values and the assumptions stated in the solicitation or addendum. |
| Options | The State will identify before proposal submission whether required, specified, or offeror-proposed options are included in the financial evaluation calculation. |
| Arithmetic review | The State may review arithmetic consistency and may request clarification only as allowed by the RFP and COMAR Title 21. |
| Enter Offeror Name | |
| Adjectival Financial Evaluation | |
| Scoring Method | The Financial Evaluation Summary applies the 0, 1, 3, 5 adjectival scale to evaluated revenue to the State and combines the financial score with the technical score using the weighting stated in the summary worksheet. |
| Thresholds | The financial thresholds and adjectival definitions are located on the Adjectival Scoring Guide worksheet and should be confirmed before evaluation begins. |
| Manual Inputs | Enter each Offeror’s technical adjectival score in the Technical Adjectival Score column on the Financial Evaluation Summary. The financial adjectival score and weighted totals calculate automatically. |
BASE PROPOSAL (PARTS A&B)
| PARTS A, B and C. – BASE & REQUIRED OPTIONS | ||
| This form must be completed in its entirety (prices must be provided for each section in Part A, each Task in Part B, and items in Part C as appropriate) and submitted by Offeror as its Financial Proposal. Offeror shall complete all SHADED sections of the Price Sheet with the appropriate information. All other areas of the Price Sheet are protected. All calculations are preprogrammed into the Price Sheet and will auto-populate the extended pricing and the Price Sheet (Summary). | 0 | |
| PART A. – LOTTERY CENTRAL MONITORING AND CONTROL SYSTEM: The Offeror must provide its price in Section A(1) to provide all hardware, software, personnel and services required by this RFP for a Lottery Central Monitoring and Control System. The prices shall be expressed as a Fixed Percent of Net Sales (excluding free tickets and discounts) at various sales levels. Offerors must provide their proposed incremental price to provide the various types of Additional Hardware stated in Sections A(2) – A(8) in the form of a Fixed Monthly Fee based on the various specified unit quantity ranges. Price shall include 1) all required software and systems, 2) installation of all retail equipment, and 3) all required maintenance and the provision of necessary spare levels. | ||
| A(1). Proposed Fixed Percent for All Services, Systems, Staffing, Equipment and Software Required by This RFP for the LCMCS (Including the Hardware Listed below for up to 4,700 Retail locations) | A(1) Percentage shall be stated to 4 decimal places (e.g. 0.0000) | |
| Proposed Fee Based on percentage of Sales achieved | 0.0000% | |
| The LCMCS Shall include all of the following: | ||
| 5300 | Retailer Sales Terminals provisioned with: Customer Advertising Display, Customer Transaction Display, Ticket Checker, two (2) HD Monitors for Monitor Game Results, Communications Equipment. | |
| 500 | Retailer Report and Validation only Terminals provisioned with: Customer Advertising Display, Customer Transaction Display, two (2) HD Monitors for Monitor Game Results, Communications Equipment. | |
| 2200 | Player Self-Service Terminals with not less than Twenty Four (24) Instant Ticket Bins (Includes Debit Hardware) | |
| 200 | Low Profile Player Self-Service Terminals with not less than Sixteen (16) Instant Ticket Bins (Includes Debit Hardware) | |
| 500 | Player Self-Service Terminals - Draw Games Only (Includes Debit Hardware) | |
| 4500 | Cash Drawers | |
| 3700 | Illuminated Double Jackpot Signs | |
| 125 | Illuminated Standing Three-Sided Double Jackpot Signs | |
| 4000 | Maryland Lottery Logo Signs | |
| 3500 | In-Store Merchandisers (Play Stations) | |
| 80 | Lottery Sales Force Automation system including tablets/laptops and peripherals | |
| 2000 | Clerk Terminal Debit Hardware | |
| All Other Support For The LCMCS, Including, But Not Limited To: | ||
| Consumable Supplies | ||
| Retailer Licensing System | ||
| SAS Analytics | ||
| MLR Program | ||
| Debit Program Management | ||
| Warehouse Sorter | ||
| Legacy Subscription Support | ||
| Checkwriter Systems | ||
| XCAP Program | ||
| All Data Feeds | ||
| Lottery Back-Office | ||
| RENEWAL OPTION PRICING |
In the event the MLGCA determines that it is the best interest of the State to exercise the 5-year renewal option, the following percentages of Lottery sales will be the basis for payments to the Contractor.
| Proposed Fixed Percent for All Services, Systems, Equipment and Software Required by This RFP for the LCMCS (Including the Hardware Listed above for up to 4,700 Retail locations) | Percentage shall be stated to 4 decimal places (e.g. 0.0000) | ||||
| Proposed Fee Based on percentage of Sales achieved | 0.0000% | ||||
| REQUIRED OPTIONS | |||||
| A(2). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Retailer Sales Terminals provisioned with: Customer Advertising Display, Customer Transaction Display, Ticket Checker, two (2) HD Monitors for Monitor Game Results, Communications Equipment. | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(2) |
| Percentage increase / decrease to Fixed Monthly Fees in A(2) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(3). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Player Self-Service Terminal with Not Less Than Twenty Four (24) Instant Ticket Bins | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(3) |
| Percentage increase / decrease to Fixed Monthly Fees in A(3) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(4). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Player Self-Service Terminal Draw Game Only | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(4) |
| Percentage increase / decrease to Fixed Monthly Fees in A(4) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(5). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Hanging Dual Jackpot Signs | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(5) |
| Percentage increase / decrease to Fixed Monthly Fees in A(5) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(6). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Standing Three-Sided Jackpot Signs | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(6) |
| Percentage increase / decrease to Fixed Monthly Fees in A(6) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(7). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Logo Signs | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(7) |
| Percentage increase / decrease to Fixed Monthly Fees in A(7) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(8). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| In Store Merchandisers (Play Stations) | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(8) |
| Percentage increase / decrease to Fixed Monthly Fees in A(8) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(9). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Clerk Terminal Debit Hardware | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(9) |
| Percentage increase / decrease to Fixed Monthly Fees in A(9) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| A(10). Proposed Fixed Monthly Fee for the Additional Hardware as listed below (Fully Supported by the Contractor): | |||||
| Retailer Report and Validation only Terminals provisioned with: Customer Advertising Display, Customer Transaction Display, two (2) HD Monitors for Monitor Game Results, Communications Equipment. | |||||
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price for Section A(10) |
| Percentage increase / decrease to Fixed Monthly Fees in A(10) for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
PART B. – SPECIFIED OPTIONS
| iLottery Program 2.5.1: The Offeror must provide its price to provide all equipment, hardware, software, personnel and services required by this RFP to provide an iLottery program. The price shall be expressed as a Fixed Percentage of iLottery sales. | |||
| B(1). Proposed Percentage of Sales: | 0.0000% | Total iLottery Sales | iLottery Fees |
| $1,000,000,000 | $0 |
| Percentage increase / decrease to Fixed Percentage Fee for each subsequent period if the NTP for this Specified Option is issued after the first year of the contract (e.g. If Fixed Percentage Fee is 1.2000% & Block (a) is 2.0%, then the Fixed Percentage Fee will become 1.224% for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
Mobile Payment Application 2.5.2: The Offeror must provide its price to provide all equipment, hardware, software, personnel and services required by this RFP to provide a Mobile Payment Application for players to cash winning tickets. The price shall be expressed as a Fixed monthly fee.
B(2). Proposed Fixed Price. $0.00 5 Year Cost $0
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Specified Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
| Print on Receipt / In-Lane Program 2.5.3: The Offeror must provide its price to provide all equipment, hardware, software, personnel and services required by this RFP to provide an In-Lane program. The price shall be expressed as a Fixed Percentage of In-Lane sales. | ||||
| B(3). Proposed Percentage of Sales: | 0.0000% | Total In-Lane Sales | In-Lane Fees | |
| $1,000,000 | $0 | |||
| Percentage increase / decrease to Fixed Percentage Fee for each subsequent period if the NTP for this Specified Option is issued after the first year of the contract (e.g. If Fixed Percentage Fee is 1.2000% & Block (a) is 2.0%, then the Fixed Percentage Fee will become 1.224% for Post Go-Live Contract Years 2-3) | ||||
| Contract Yrs. 2 - 3 | ||||
| (a) | Contract Yrs. 4 - 5 | |||
| (b) | Contract Yrs. 6 - 7 | |||
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
| PRICE SHEET (SUMMARY) | ||
| PART A | ||
| Estimated Cost for Part A(1) (Basis For Financial Evaluation) | $0 | |
| REQUIRED OPTIONS | ||
| Estimated Annual Cost for Part A(2) | $0 | |
| Estimated Annual Cost for Part A(3) | $0 | |
| Estimated Annual Cost for Part A(4) | $0 | |
| Estimated Annual Cost for Part A(5) | $0 | |
| Estimated Annual Cost for Part A(6) | $0 | |
| Estimated Annual Cost for Part A(7) | $0 | |
| Estimated Annual Cost for Part A(8) | $0 | |
| Estimated Annual Cost for Part A(9) | $0 | |
| Estimated Annual Cost for Part A(10) | $0 |
| PART B - SPECIFIED OPTIONS | |
| iLottery Program based on $1,000,000,000 in sales 2.5.1 | $0 |
| Five (5) year cost for Mobile Payment Application 2.5.2 | $0 |
| Print on Receipt / In-Lane Program based on $1,000,000 in sales 2.5.3 | $0 |
| PART C. – OFFEROR OPTIONS |
| (Note: This is for Offeror proposed optional services and equipment.) |
Description Of Optional Equipment:
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Services:
Fixed Monthly Fee Years In Service Adjusted Monthly Fee Extended Price
| $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Offeror hereby certifies by signature below that all prices stated in Part A, Part B and Part C of the Price Sheet are correct.
Signature:
| Name: | |
| (Printed or Typed) |
Title:
Company:
Address:
Phone No:
Date:
Federal Tax I.D. #
Adtnl Optns (PART C-EQUIPMENT)
| PART C. – OFFEROR OPTIONS | |
| Offeror | 0 |
| (Note: This is for Offeror proposed optional services and equipment.) |
Description Of Optional Equipment:
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Equipment:
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Equipment:
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Equipment:
| Unit | Fixed Monthly Fee Per Unit | Multiplied by Number of Units | Monthly Fee Extended Fixed Price X # of Units | Years In Service | Adjusted Monthly Fee Extended Price |
| Range | |||||
| 1 - 100 | $0.00 | X 100 = | $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee per Unit for Range 1-100 is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee per Unit for Range 1-100 will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
Adtnl Optns (PART C-SERVICES)
| PART C. – OFFEROR OPTIONS | |
| Offeror | 0 |
| (Note: This is for Offeror proposed optional services and equipment.) |
Description Of Optional Services:
Fixed Monthly Fee Years In Service Adjusted Monthly Fee Extended Price
| $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Services:
Fixed Monthly Fee Years In Service Adjusted Monthly Fee Extended Price
| $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Services:
Fixed Monthly Fee Years In Service Adjusted Monthly Fee Extended Price
| $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
(d) Inflation Factor 0.00% 0.00% 0.00% 0.00%
Description Of Optional Services:
Fixed Monthly Fee Years In Service Adjusted Monthly Fee Extended Price
| $0.00 | X 5 = | $0.00 |
| Estimated Annual Price |
| Percentage increase / decrease to Fixed Monthly Fees for each subsequent period if the NTP for this Required Option is issued after the first year of the contract (e.g. If Fixed Monthly Fee is $100.00 & Block (a) is 2.0%, then the Fixed Monthly Fee will become $102.00 for Post Go-Live Contract Years 2-3) | ||
| Contract Yrs. 2 - 3 | ||
| (a) | Contract Yrs. 4 - 5 | |
| (b) | Contract Yrs. 6 - 7 | |
| (c) | Contract Yrs. 8 - 10 |
Inflation Factor 0.00% 0.00% 0.00% 0.00%
Financial Evaluation Summary
| Financial Evaluation Summary - Adjectival Scoring Method | |
| Evaluation Net Sales Assumption | |
| Include Required Options in Evaluation? (Yes/No) | No |
| Include Specified Options in Evaluation? (Yes/No) | No |
| Include Offeror Options in Evaluation? (Yes/No) | No |
| Technical Weight | 65% |
| Financial Weight | 35% |
Offeror Proposed LCMCS Fee % Part A(1) Required Options Evaluated Annual Cost Specified Options Evaluated Cost Offeror Options Evaluated Cost 0 0 1 1 Financial Adjectival Score (0/1/3/5) Financial Adjectival Rating Weighted Financial Score (35%) Technical Adjectival Score (0/1/3/5) Technical Adjectival Rating Weighted Technical Score (65%) Combined Weighted Score Overall Rank Price Form Complete? Arithmetic Review Complete? Clarification Required? Clarification Notes Financial Evaluation Status Evaluator Initials Date
Evaluation note: This worksheet converts the financial evaluation into the 0, 1, 3, 5 adjectival scale and combines it with the technical adjectival score using a 65% technical / 35% financial weighting. Confirm the financial metric, thresholds, and option-inclusion decisions before opening financial proposals.
Completeness Review
| Financial Proposal Completeness Review | |||||||
| Offeror | Price Form Signed / Dated | No Blank Required Fields | No Alterations to Form | No Conditional / Clarifying Language | Redacted Financial Copy Provided, if Required | Completeness Determination | Notes / Clarification Needed |
Adjectival Scoring Guide Adjectival Scoring Guide for Financial Evaluation Summary
| Score | Adjectival Rating | General Evaluation Meaning | Financial Revenue Threshold | Financial Evaluation Application | Notes |
| 5 | Excellent / Exceeds Requirements | The response thoroughly addresses the criterion, demonstrates a high level of understanding and capability, and provides meaningful benefits, strengths, or enhancements beyond the minimum requirement. | 98.0% | Highest or near-highest evaluated revenue to the State among responsive financial proposals. | Threshold is editable. |
| 3 | Acceptable / Meets Requirements | The response adequately addresses the criterion and demonstrates the ability to meet the requirement with no material weaknesses. | 95.0% | Competitive evaluated revenue to the State, but not within the top financial band. | Threshold is editable. |
| 1 | Marginal / Weak | The response partially addresses the criterion but contains significant weaknesses, omissions, or risks. | 90.0% | Materially less advantageous evaluated revenue to the State, but still capable of evaluation. | Threshold is editable. |
| 0 | Unacceptable / Non-Responsive | The response fails to address the criterion, is materially incomplete, or provides no reasonable basis for evaluation. | 0.0% | Financial proposal is incomplete/non-responsive, fails arithmetic/completeness review, or falls below the minimum financial threshold. | Used for non-responsive or materially deficient financial proposals. |
| Weighting Controls | ||
| Evaluation Component | Weight | Purpose |
| Technical Evaluation | 65% | Manual adjectival score input on Financial Evaluation Summary; multiplied by 65%. |
| Financial Evaluation | 35% | Formula-generated adjectival score based on evaluated revenue to the State; multiplied by 35%. |
| Combined Score | Technical Weighted Score + Financial Weighted Score | Maximum combined weighted score is 5.00. |
Important Note The financial thresholds and weighting should be confirmed by the Procurement Officer before evaluation begins. The workbook uses revenue to the State as the financial metric, so higher revenue receives the more favorable financial score.
File details come from the government source that posted it. Updated .