Attachment_1_Checklist_of_required_forms.docx
DOCX document 38 KB Posted
- Solicitation number
- 0000000576
- Issued by
- Sacramento County, California
About this file
This is a Required Attachments and Artifacts Checklist and Certifications document (Attachment 1) for CalSTRS Request for Proposal 5000000660 for BusinessDirect Maintenance and Operations. The document outlines mandatory submission requirements including proposer firm information, proprietary information declarations, and various required attachments and artifacts that must be submitted across different volumes of the proposal response. The proposal offers must remain valid for 18 months, and respondents must certify their ability to perform all services and meet all mandatory requirements as described in the RFP.
The document includes provisions for Small Business Preference, Disabled Veteran Business Enterprise (DVBE) Incentive, and Target Area Contract Preference Act (TACPA) participation. Required submissions span multiple categories including corporate experience, financial viability, key personnel qualifications, service requirements, SLAs/SLOs, and cost workbooks. The document must be signed by an authorized representative, and incomplete or unsigned submissions may result in proposal rejection. The response must be organized in specific volumes and parts as detailed in the placement instructions for each required attachment and artifact.
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Request for Proposal 5000000660 BusinessDirect Maintenance and Operations Volume 1 – Part 7 Attachment 1, Required Attachments and Artifacts Checklist and Certifications Attachment 1 Required Attachments and Artifacts Checklist and Certifications
Proposer Firm Name:
Please enter the Proposer Firm Name from the field provided at the top of this document. This value will automatically populate in the document header.
Please complete this checklist and certifications form providing information about the proposing firm and to confirm the items below are in your proposal. Check the box next to each item that you are submitting to CalSTRS. For your proposal to be responsive, all required attachments must be returned, including this form, Attachment 1. Attachment 1 must be signed by an individual(s) authorized to bind the Proposer contractually. An unsigned or incomplete Attachment 1 may cause the proposal to be rejected.
A. PROPOSER’S FIRM INFORMATION
1. Organizational structure (e.g., corporation, partnership, etc.)
2. FEIN or CIN
3. Firm’s (Entity) Contact Information:
a. Address
b. Phone Number
c. Facsimile Number
4. Firm’s Primary Liaison:
a. Name
b. Phone Number
c. E-mail address
5. Representative(s) Authorized to Bind the Firm contractually:
a. Name
b. Title
c. Phone Number
d. E-mail address
B. PROPRIETARY INFORMATION
Should the proposal contain proprietary information, please check the box next to the item marked “Yes” below and attach an additional sheet to this form. The additional sheet shall list the page numbers and subsections, if applicable, of the proprietary information. The page(s) within the proposal to be considered proprietary shall be clearly marked in the upper right hand corner of the page(s).
Please note: The entire proposal cannot be considered proprietary.
☐ Yes, this proposal includes proprietary information and I have complied with the instruction above: pages are clearly marked and a separate sheet listing the pages with subsections, if applicable, has been attached.
C. CHECKLIST
| Included |
| Attachment |
Number
| Attachment Name |
| Placement in Response |
Required Attachments
| ☐ |
| 1 |
| Required Attachments and Artifacts Checklist and Certifications |
| Volume 1 – Part 7 |
| ☐ |
| 2 |
| Authorized/Key Personnel |
| Volume 1 – Part 7 |
| ☐ |
| 3 |
| Form 600-H Disclosure of Contributions and Gifts |
| Volume 1 – Part 7 |
| ☐ |
| 4 |
| Business Partner Form |
| Volume 1 – Part 7 |
| ☐ |
| 5 |
| Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially Useful Function |
Related Information and Declaration Form Volume 1 – Part 7
| ☐ |
| 6 |
| Iran Contracting Act |
| Volume 1 – Part 7 |
☐ Yes ☐ N/A
| 10 |
| Darfur Contracting Act Certification Check N/A if not required* |
Please note: If this certification is not required for your agency, do NOT place a check mark on the line next to Attachment "ENTER #" . Instead, simply check the box above that will indicate it is not required.
For more information the Darfur Contracting Act requirements, please see "ENTER FULL RANGE OF #s & Letters".
Volume 1 – Part 7
Submit via e-mail:
| ☐ |
| 7 |
| Confidentiality, Non-Disclosure and Acceptable Use Agreement |
| Submitted via e-mail |
| ☐ |
| 8 |
| Mandatory Notice of Intent to Propose |
| Submitted via e-mail |
| Included |
| Artifact |
Number
| Artifact Name |
| Template or freeform |
| Placement in Response |
Required Artifacts
| ☐ | 1 |
| Proposer Certification for Meeting Minimum Qualifications | |
| Template | |
| Volume 1 - Part 2 |
| ☐ | 2 |
| Minimum Qualifications for Corporate Experience | |
| Template | |
| Volume 1 - Part 2 |
| ☐ | 3 |
| Proposer Customer References | |
| Template | |
| Volume 1 - Part 2 |
| ☐ | 4 |
| Mandatory Corporate Financial Viability Information | |
| Template | |
| Volume 1 - Part 3 |
| ☐ | 5 |
| Minimum Qualifications for Key Project Personnel | |
| Template | |
| Volume 1 - Part 2 |
| ☐ | 6 |
| Proposer’s Key Project Personnel References | |
| Template | |
| Volume 1 - Part 2 |
| ☐ | 7 |
| Key Project Personnel Resumes (One (1) for each Key Project Personnel member) | |
| Freeform | |
| Volume 1 - Part 2 |
| ☐ | 8 |
| Artifact Checklist for the Services Response | |
| Template | |
| Volume 1 - Part 5 |
| ☐ | 9 |
| Service Requirements Matrix | |
| Excel Template | |
| Volume 1 - Part 5 |
| ☐ | 10 |
| Sample of the reports and measures Proposer envisions providing in order to manage delivery of the services. | |
| Freeform | |
| Volume 1 - Part 5 |
| ☐ | 11 |
| Table of Service Level Agreements (SLAs)and Service Level Objectives (SLOs) being proposed | |
| Freeform | |
| Volume 1 - Part 5 |
| ☐ | 12 |
| Engagement Organization Chart | |
| Freeform | |
| Volume 1 - Part 5 |
| ☐ |
| Cost Workbook |
| Template |
| Volume 2 |
| If applicable: | ||
| _____ | Small Business Preference | |
| http://www.dgs.ca.gov/pd/home.aspx | ||
| _____ | Disabled Veteran Business Enterprise Incentive | |
| http://www.dgs.ca.gov/pd/home.aspx | ||
| _____ | Target Area Contract Preference Act, TACPA | |
| http://www.dgs.ca.gov/pd/Programs/DisputeResolution.aspx |
D. CERTIFICATIONS
By signing this form, Attachment 1, I (we) certify:
1. The information contained in this proposal is accurate and that all required documents (e.g., attachments, exhibits, forms, etc.) to be submitted as a part of this proposal are certified to be true and binding upon the Proposer.
2. This is a firm offer good for eighteen (18) months.
3. Our willingness to perform the services as described in the RFP.
4. The availability of staff and other required resources for performing all services and providing all deliverables as described in this RFP.
5. Our ability to deliver a solution that addresses all mandatory requirements.
Signature of Person Authorized to Bind Printed Name and Title The Proposing Firm Contractually
Date
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