ESBD_391779_1738013197330_3202500145 Pre-Prop Conf PP.pptx

PPTX presentation 954 KB Posted

Attached to
UI Debit Card Services
Solicitation number
3202500145
Issued by
Texas

About this file

This is a pre-proposal conference presentation from the Texas Workforce Commission (TWC) for RFP 3202500145 regarding Debit Card Services for Unemployment Insurance benefits. The RFP seeks a vendor to provide electronic access card (EAC) services for UI benefits at no cost to TWC or UI claimants. Key dates include a question submission deadline of January 28, 2025, at 5:00 PM CT, proposal submission deadline of February 27, 2025, at 10:00 AM CT, with anticipated notice of intent in April 2025. Historical program statistics show approximately $589.8 million loaded onto UI debit cards, 8.6 million transactions, and 64,545 new debit card account enrollments between October 2022 and September 2024.

The evaluation criteria consists of three components: Qualifications, Experience and Past Performance (20%), Proposal Solution (40%), and Price Proposal (40%). Minimum qualifications require vendors to be U.S.-based financial institutions, NACHA members, capable of acting as an Originating Depository Financial Institution, FDIC or NCUSIF compliant, offer VISA or MasterCard branded debit cards with worldwide acceptance, and have at least five years of debit card services experience. The service must be provided at no cost to TWC or UI claimants, though specific pricing terms for vendor compensation are not detailed in the presentation.

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Text version

PRE-PROPOSAL CONFERENCE

RFP 3202500145

Debit Card Services

Texas Workforce Commission Procurement & HUB Services (PHS) Wednesday, 1/27/2025 @ 2:00 PM CT

Slide 1

Agenda

Discussion Topics
∙Welcome, Introductions
∙RFP Overview
Reminders

Slide 2

TWC is recording today’s meeting and will be uploading these slides, list of attendees and a link to the recording as an addendum on Bonfirehub.com and the notification for the addendum will be posted to the ESBD;

Check the Bonfire frequently

Important dates to keep in mind:

Deadline for submitting questions will be January 28, 2025, 5:00pm CT Deadline for submitting proposals will be February 27, 2025, 10:00am CT

FIRST***

but

Slide 3

Introduction of Speakers and STAFF

Gaye Smith
Purchaser
Purchasing and Hub Services
Sonya Bebley
Director
Purchasing and HUB Services
Eric Holen
Division Director
Unemployment Insurance

Slide 4

RFP Overview The Texas Workforce Commission (TWC) seeks a Successful Respondent to provide Debit Card Services through electronic access cards (EAC) for Unemployment Insurance (UI) Benefits at no cost to TWC or the UI Claimant.

The objectives of this RFP are to:

ensure eligible Claimants receive the UI benefits to which they are entitled, efficiently, timely and accurately;

reduce the potential for fraud;

improve service delivery to UI Claimants;

improve administrative operations; and ensure the maintenance of the confidentiality of all TWC Data.

Slide 5

TWC UI Debit Card Program Overview The UI program provides temporary financial benefits to eligible workers who are unemployed or underemployed through no fault of their own and meet other ongoing eligibility requirements of State law. The amount of UI benefits and the period of time for which they are available are determined by State law and can vary depending on the circumstances of the individual.

TWC offers UI Claimants the option to receive payment of UI Benefits by either Debit Card or direct deposit.

Slide 6

TWC UI Debit Card Program statistics Below are transaction volumes for the period of Oct 2022 – Sept 2024 :

Approximately $589.8 million dollars have been loaded onto UI Debit Cards Approximately 8.6 million Debit Card transactions have occurred.

Approximately 64,545 unique new Debit Card Account enrollments.

Approximately 180,234 UI Debit Cards have been produced for UI Claimants *These transaction volumes are provided to assist Respondents with their offers. TWC makes no guarantee as to future applicability of these figures due to changes in the economy or conditions requiring surge capacity.

Slide 7

RFP Structure & Content The RFP consists of the following documents:

Document #Document FamilyPurpose
01RFPMain RFP document; provides instructions
02RFP Attachments
1-5Provides instructions
03 through 06RFP

Forms 2-4 Gathers information about Respondent, including RFP Form 3, the Price Proposal

Slide 8

RFP Structure & Content The main RFP document consists of the following sections:

Document #Purpose
Article IPurpose, Authority and Schedule of Events
Article IIScope of work
Article IIIGeneral Information
Article IVProposal Process
Article VProposal Evaluation and Award Process
Article VIRequired Proposal Information

Slide 9

RFP Schedule Section 1.4 Schedule of Events

EventDate and Time
Deadline for Submitting QuestionsJanuary 28, 2025, 5:00 PM Central Time
Deadline for submission of ProposalsFebruary 27, 2025, 10:00 AM Central Time
Anticipated Notice of Intent NotificationApril 2025

Slide 10

Response organization (what you submit) Administrative Submission Requirements

Written Proposal, including Price Proposal

Slide 11

Administrative Submission Requirements

DocumentRFP Reference
*Execution of ResponseForm 1; Section 6.9
Organization Point of ContactSection 6.4.1
Organization ProfileSection 6.4.2
*Financial InformationSection 6.8
*Affirmation of Minimum QualificationsSection 5.5, 6.1.2

Slide 12

Written Proposal Submission Requirements

DocumentRFP Reference
Price ProposalForm 2, Section 6.2
Narrative Proposal – Executive Summary, Experience/Organizational Narrative, Proposed SolutionSection 6.1
ReferencesForm 3, Section 6.5
Similar ContractsSection 6.6
Contract PerformanceSection 6.7

Slide 13

Things to remember…

Signed Addenda Respondent must provide a signed “page one” of each Addendum with their Response.

References provided TWC is not responsible for non-responsive references

Submitting your Response Make sure to “Submit” prior to the due date and time.

One (1) minute makes a difference when it comes to procurements!

Slide 14

Evaluation criteria Section 5.5 Minimum Qualifications Respondent must be a financial institution organized under the laws of the United States;

Respondent must belong to NACHA;

Respondent must be able to act as an Originating Depository Financial Institution and must be able to perform federal wire transfers;

Respondent must provide TWC with evidence of certification and/or membership and compliance with FDIC or NCUSIF rules and regulations;

Respondent must offer a Debit Card that is either VISA or MasterCard Association branded with world-wide merchant acceptance;

Recently been in business for a minimum of five (5) years and provided Debit Card Services;

Respondent must be financially solvent and adequately capitalized (Section 6.9 Financial Information);

Respondent has submitted the Proposal in accordance with Section 4.4, (Proposal Submission and Delivery).

Respondent who receives an overall score on the VPTS of ”D” or below shall be disqualified from consideration for award.

Slide 15

Evaluation criteria TWC shall consistently evaluate and score Proposals in accordance with the following criteria. See also Attachment 2 Evaluation Scoring Matrix.

a. Qualifications, Experience and Past Performance (20%);

b. Proposal Solution (40%); and

c. Price Proposal (40%)

TWC’s review of Respondent’s history and experience includes consideration of Respondent performance as recorded in the CPA Vendor Performance Tracking System as described in Texas Administrative Code, 34 TAC 20.115.

Section 5.6 Written Proposal Evaluation Criteria

Slide 16

Any changes or additional information regarding this RFP will be published as an addendum to Bonfirehub.com and the notification for the addendum will be posted to the ESBD.

It is the responsibility of respondents to monitor the ESBD web site for addenda.

Submit questions by January 28, 2025,5:00 PM CT using the “Vendor Discussion” function in Bonfirehub.com Submit your proposal by February 27, 2025, 10:00 AM CT in Bonfirehub.com

DIR-CPO-4407

Slide 17

Thank you for attending today’s Pre-Proposal Conference!

Slide 18 image3.png image4.png image5.emf image2.jpeg image6.png image1.jpeg

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