Financial Proposal_Online Investigative Platform(FINAL).xlsx
XLSX spreadsheet 23 KB Posted
- Attached to
- Online Business and Legal Investigative Platform
- Solicitation number
- BPM058165
- Issued by
- Montgomery County, Maryland
About this file
This is a Financial Proposal form and Price Schedule submission document for the Maryland Department of Labor, Licensing & Regulations, Unemployment Insurance Division's Invitation for Bid (IFB) BPM058165 for an Online Investigative Platform providing business and legal research services. The solicitation requests unlimited continuous access and usage of comprehensive business and legal research services for 60 Government Professional users over a five-year minimum contract term. The platform must include federal and state judicial decisions, statutes, regulations, legislative history, Maryland-specific content including administrative decisions and COMAR publications, coverage across multiple practice areas including unemployment insurance and labor/employment, advanced search and navigation capabilities, training and technical support, and user management functionality. The price form requires vendors to submit monthly and annual charges for each contract year, with specified annual increase percentages of 3.0% for Year 2 and 4.0% for Years 3 through 5.
Vendors must submit complete pricing with all costs fully loaded, including labor, overhead, administrative expenses, and all other costs necessary to perform the work, with no additional compensation to be paid beyond the submitted rates. The optional and future work section outlines contingent items not guaranteed as part of the base award, including excluded charges for non-subscribed products, usage overage fees, additional investigative government seats beyond the base 60, License Plate Recognition subscription add-ons, and post-minimum-term renewal charges for Years 6 and beyond, with renewal term pricing to be provided by the vendor at least 60 days prior to each renewal term. All editable fields must be completed with clear decimal points and accurate calculations rounded to the nearest cent; failure to adhere to form instructions may result in the bid being deemed non-responsive.
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Price Form Instructions
| Each Bidder/Offeror shall submit its response via the Price Form in accordance with the instructions specified herein. Do not alter the Price Form; otherwise, the Bid may be determined to be not responsive or the Proposal may be determined to be not reasonably susceptible of being selected for award. If the Price Form contains a signature box, it must be signed and dated by an individual who is authorized to bind the Bidder/Offeror to the prices entered on the Price Form. |
| A) All Unit and Extended Prices must be clearly entered in dollars and cents, e.g., $24.15. Make your decimal points clear and distinct. |
| B) All calculations shall be rounded to the nearest cent, e.g., .344 shall be .34 and .345 shall be .35. |
| C) All Unit Prices must be the actual price per unit the State will pay for the specific item or service identified in this IFB/RFP and may not be contingent on any other factor or condition in any manner. |
| D) Any goods or services required through this IFB/RFP which are proposed to be provided at No Cost to the State must be clearly entered in the Unit Price, if appropriate, and Extended Price with $0.00. |
| E) Every editable field in the Price Form shall be completed. Any changes or corrections made to the Price Form by the Bidder/Offeror prior to submission due date shall be initialed and dated, if required, or submitted as a new Price Form through eMMA. Partial or incomplete Bids/Proposals will be rejected unless otherwise stated in the solicitation. |
| F) Except as instructed on the Price Form, nothing shall be entered on or attached to the Price Form that proposes conditions or contingencies on the prices. Conditions may render the Bid not responsive or the Proposal not reasonably susceptible for being selected for award. |
| G) It is imperative that the prices included on the Price Form have been entered correctly and calculated accurately by the Bidder/Offeror and that the respective total prices agree with the entries on the Price Form. Any incorrect entries or inaccurate calculations by the Bidder/Offeror will be treated as provided in COMAR 21.05.02.12 and may cause the Bid/Proposal to be rejected. |
| H) All pricing, including labor rates, entered in the Price Form must be fully loaded prices that include all costs/expenses associated with the provision of services required by the IFB. Examples may include all labor, profit/overhead, general operating, administrative, and all other expenses and costs necessary to perform the work set forth in the solicitation. No other amounts will be paid to the Contractor. |
| I) Unless indicated elsewhere in the IFB, sample amounts used for calculations on the Price Form are typically estimates for evaluation purposes only. Unless stated otherwise in the IFB, a minimum or maximum number of units or usage in the performance of the Contract is not guaranteed. |
| *Failure to adhere to any of these instructions may result in the Bid being determined not responsive or the Proposal being determined not reasonably susceptible of being selected for award |
| Complete the Pricel Form only as provided in the Price Form Instructions. Do not amend, alter or leave blank any items on the Price Form. |
Price Schedule
| STATE OF MARYLAND - INVITATION FOR BID (IFB) | ||||||||
| FINANCIAL / PRICE SCHEDULE FORM | ||||||||
| Procuring Agency: | MD Department of Labor, Licensing & Regulations, Unemployment Insurance Division | |||||||
| Solicitation / Reference No.: | BPM058165 | |||||||
| Vendor / Contractor: | ||||||||
| Contract Description: | Online Investigative Platform Services | |||||||
| Minimum Contract Term: | 60 Months (5 Years) | |||||||
| Line Item | Description | Item # | Qty (Seats) | Monthly Charge | Annual Charge | % Increase | ||
| (vs prior yr) | Contract Year | |||||||
| Year 1 | Online Investigative Platform (Legal/Business) | 0 | $0.00 | $0.00 | - | 1 | ||
| Year 2 | Online Investigative Platform (Legal/Business) | 0 | $0.00 | $0.00 | 3.0% | 2 | ||
| Year 3 | Online Investigative Platform (Legal/Business) | 0 | $0.00 | $0.00 | 4.0% | 3 | ||
| Year 4 | Online Investigative Platform (Legal/Business) | 0 | $0.00 | $0.00 | 4.0% | 4 | ||
| Year 5 | Online Investigative Platform (Legal/Business) | 0 | $0.00 | $0.00 | 4.0% | 5 | ||
| TOTAL BID PRICE — 5-YEAR MINIMUM TERM | $0.00 | |||||||
| Optional / Future Work (contingent, not guaranteed): | $0.00 |
| 1. Pricing reflects the 5-year Minimum Term schedule with a 4.00% annual increase applied in Years 2 through 5. |
| 2. Monthly and Annual Charges are hardcoded inputs (blue). |
| 3. Annual Charge = Monthly Charge x 12 (formula). Total Bid Price = sum of Annual Charges for Years 1-5 (formula). |
| 4. Post-Minimum-Term (Year 6+) pricing is not fixed in the source document; renewal-term charges will be provided by the vendor at least 60 days prior to eachTerm per the Order Form. |
| 5. Cells shown in blue font are vendor-supplied inputs; black cells are calculated by formula and will update automatically if inputs change. |
Optional-Future Work
| STATE OF MARYLAND — IFB FINANCIAL FORM | |||||||
| OPTIONAL / FUTURE WORK — CONTINGENT ITEMS (NOT GUARANTEED) | |||||||
| The items below are not part of the guaranteed base award (see 'Price Schedule' tab). They may be exercised at the State's sole discretion, on an as-needed basis, during the contract term. Pricing for these items is either: (a) taken directly from the vendor's Order Form/Schedule A rates where stated, or (b) to be completed by the vendor (yellow cells) as part of the bid response. Inclusion here does not obligate the State to purchase any quantity of these items. | |||||||
| Item # | Description | Basis / Trigger | Est. Qty / | ||||
| Not-to-Exceed | Unit Rate | Extended Est. Cost | Source / Notes | ||||
| F-1 | Excluded Charges - access to products/services not included in the base subscription (Schedule A rates) | As-needed, only if end users access non-subscribed products | 0 | $0.00 | $0.00 | Sschedule may change on 30 days' written/online notice. | |
| F-2 | Fixed Rate Usage Overage - transactional usage exceeding 10x (or 20x for Enterprise Law Enforcement) monthly charge | Triggered only if monthly usage threshold is exceeded | 0 | Billed at then-current Schedule A rate; may trigger renegotiation or termination on 10 days' notice per Order Form | |||
| F-3 | Batch Input Lines in excess of allotment | As-needed, only if batch inputs exceed annual fixed-rate allotment | 0 | First 1,000 input lines at no cost (if trial); excess billed at then-current Schedule A rate | |||
| F-4 | Additional Investigate Government seats beyond the base 60 | As-needed, subject to State approval and budget availability | 0 | Vendor to provide incremental per-seat monthly rate for additional seats added mid-term | |||
| F-5 | License Plate Recognition (LPR) subscription (if added) | Optional add-on, subject to State of Maryland agreement terms | 0 | Contingent on existing agreement status per Order Form Miscellaneous terms | |||
| F-6 | Post-Minimum-Term (Year 6+) renewal charges | Automatic Renewal Term, unless either party gives 30 days' non-renewal notice | 0 | Vendor to notify State of any Annual Charge change at least 60 days before each Term | |||
| F-7 | Other future work / scope changes (vendor/agency to specify) | To be determined | 0 | $0.00 | $0.00 | ||
| F-8 | |||||||
| F-9 | |||||||
| F-10 | |||||||
| ESTIMATED TOTAL — OPTIONAL / FUTURE WORK (for evaluation purposes only) | $0.00 | ||||||
| Notes: | |||||||
| 1. Yellow cells are vendor fill-in fields (Est. Qty and Unit Rate); Extended Est. Cost calculates automatically once both are entered. | |||||||
| 2. Quantities shown are State estimates for bid-evaluation purposes only and do not constitute a purchase commitment. | |||||||
| 3. This tab totals separately from the 'Price Schedule' tab and is excluded from the guaranteed 5-year Total Bid Price unless the State exercises these items. | |||||||
| 4. Row F-7 is provided for the vendor or agency to add any additional contingent/future scope not captured above. |
SOW Requirements
| SOW REQUIREMENTS & VENDOR COMPLIANCE MATRIX | |||||||
| Req. ID | Category | SOW Requirement | Included in Base Fixed Rate? | Vendor Complies? | Vendor Response / Exception | Evidence / Proposal Ref. | Reviewer Notes |
| 2.1.1 | Contract Scope | Unlimited continuous access and usage of business and legal research services for 60 Government Professional users for a five-year contract term. | Yes | ||||
| 2.3.1-1 | Core Content | Federal judicial/administrative decisions; federal and bankruptcy statutes, regulations, rules, legislation and legislative history. | Yes | ||||
| 2.3.1-2 | Core Content | State judicial decisions for all 50 states, U.S. Territories, and District of Columbia; statutes, regulations, rules, legislation, legislative history, and state bankruptcy filings. | Yes | ||||
| 2.3.1-3 | Maryland Content | Maryland administrative decisions, statutes, regulations, COMAR, MSBA publications, journals, citation services, legislation/history, criminal appellate briefs, constitution/court rules, legal texts/treatises. | Yes | ||||
| 2.3.1-4 | Practice Areas | Coverage for unemployment insurance, labor/employment, antitrust/business regulation, public contracts, commercial, corporate, real property, tax, securities, insurance, bankruptcy, criminal, constitutional, Comptroller General, and administrative law. | Yes | ||||
| 2.3.1-5 | Secondary Sources | Law reviews, business/legal journals, news, financial journals, periodicals, legal indices, texts, treatises, sample forms, court records/transcripts, legal dictionary, AG and ethics opinions. | Yes | ||||
| 2.3.1-6 | Annotations | Current and historical full-text annotated state/federal constitutions and court rules. | Yes | ||||
| 2.3.2 | Search & Navigation | Natural language and Terms & Connectors search; visual interface/mapping; citation services; filters; topical headnotes; reporter status; briefs/pleadings; update date; mobile access. | Yes | ||||
| 2.3.3 | Exporting | Online/offline printing, faxing, emailing, and saving/exporting research materials in PDF and Microsoft Word. | Yes | ||||
| 2.3.3 | Training | Periodic onsite and remote refresher training at no additional charge; new-user onboarding within two weeks. | Yes | ||||
| 2.3.3 | Credentialing | New user login IDs and passwords within one business day of request. | Yes | ||||
| 2.3.3 | Technical Support | Telephone, online, and customer service support during normal business hours without additional charge. | Yes | ||||
| 2.3.3 | User Management | Add/delete active users immediately and at most within one business day. | Yes | ||||
| 2.3.3 | Password Reset | Process password resets immediately and at most within one to two Normal State Business Hours. | Yes | ||||
| 2.3.3 | Compatibility | Windows 7 and later; Internet Explorer 7 and later / modern browsers; Microsoft Office 2010 and later. | Yes | ||||
| 2.4.1 | Part II Charges | For content/services outside Part I, inform user before access that additional charges apply and clearly display exact additional cost before access. | No — Part II | ||||
| 2.4.2 | Submission Terms | Proposed terms/supplemental documents must be submitted explicitly in full; hyperlinks/web references are unacceptable; secondary documents referenced must also be provided in full except price terms. | N/A |
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