S000000143 Response Packet.docx
DOCX document 47 KB Posted
- Attached to
- Global Custody Services
- Solicitation number
- S000000143
- Issued by
- Pulaski County, Arkansas
About this file
This document is a Technical Proposal Packet related to a state and local contract opportunity for Global Custody Services in the state of Arkansas. The Proposal Signature Page includes information about the prospective contractor, such as company details, contact information, and certifications regarding illegal immigrants and boycotts. The submission requirements checklist outlines the documents that must be submitted, including the Proposed Subcontractors Form, Recommended Options Form, and Information for Evaluation sections covering the prospective contractor's experience, solution, and risk. The contract opportunity appears to have a two-page limit for the Information for Evaluation sections. The Exceptions Form is provided for the prospective contractor to document any exceptions to the solicitation requirements or contract terms.
The pricing and other commercial terms are not provided in this document. The contract opportunity may have minority and women-owned business set-asides, and the incumbent provider is not specified. The funding requirements and sources, as well as the contract term and renewal options, are also not detailed in this Technical Proposal Packet.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment A State of Arkansas Investment Holdings Report 6-30-22.xlsx | XLSX spreadsheet | |
| Attachment D Positions Report.xlsx | XLSX spreadsheet | |
| Attachment F Account Schematic.xlsx | XLSX spreadsheet | |
| S000000143 Bidders Conference PPT.pdf | ||
| S000000143 Global Custody Services Q and A~2.pdf | ||
| contgrantform~15.pdf | ||
| S000000143 Global Custody Provider RFP Revised.pdf | ||
| S000000143 Global Custody Services Q and A~1.pdf | ||
| Attachment E Daily Transactions.pdf | ||
| Attachment B Permitted Investments and Restrictions 7-15-22.pdf | ||
| Attachment C State of Arkansas Money Market Report 6-30-22.xlsx | XLSX spreadsheet | |
| S000000143 MAP Price Sheet Final .xlsx | XLSX spreadsheet |
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Text version
TECHNICAL PROPOSAL PACKET
S000000143
PROPOSAL SIGNATURE PAGE
Type or print the following information.
PROSPECTIVE CONTRACTOR’S INFORMATION
Company:
Address:
City:
State:
Zip Code:
| Business Designation: |
| ☐ Individual |
| ☐ Sole Proprietorship |
| ☐ Public Service Corp |
| ☐ Partnership |
| ☐ Corporation |
| ☐ Nonprofit |
| Minority and Women-Owned Designation*: |
| ☐ Not Applicable |
| ☐ American Indian |
| ☐ Service Disabled Veteran |
| ☐ African American |
| ☐ Hispanic American |
| ☐ Women-Owned |
| ☐ Asian American |
| ☐ Pacific Islander American |
| AR Certification #: ________________ |
| * See Minority and Women-Owned Business Policy |
PROSPECTIVE CONTRACTOR CONTACT INFORMATION
Provide contact information to be used for solicitation related matters.
Contact Person:
Title:
Phone:
Alternate Phone:
Email:
CONFIRMATION OF REDACTED COPY
☐ YES, a redacted copy of submission documents is enclosed.
☐ NO, a redacted copy of submission documents is not enclosed. I understand a full copy of non-redacted submission documents will be released if requested.
Note: If a redacted copy of the submission documents is not provided with Prospective Contractor’s response packet, and neither box is checked, a copy of the non-redacted documents, with the exception of financial data (other than pricing), will be released in response to any request made under the Arkansas Freedom of Information Act (FOIA). See Solicitation Terms and Conditions for additional information.
ILLEGAL IMMIGRANT CONFIRMATION
By signing and submitting a response to this Solicitation, Prospective Contractor agrees and certifies that they do not employ or contract with illegal immigrants and shall not employ or contract with illegal immigrants during the term of a contract awarded as a result of this solicitation.
ISRAEL BOYCOTT RESTRICTION CONFIRMATION
By checking the box below, Prospective Contractor agrees and certifies that they do not boycott Israel and shall not boycott Israel during the term of a contract awarded as a result of this solicitation.
☐ Prospective Contractor does not and shall not boycott Israel.
An official authorized to bind the Prospective Contractor to a resultant contract shall sign below.
The signature below signifies agreement that any exception that conflicts with a Requirement of this Solicitation may cause the Prospective Contractor’s proposal to be rejected.
Authorized Signature: _________________________________ Title: ____________________________
Printed/Typed Name: _________________________________ Date:____________________________ submission requirements checklist The following items must be submitted with the Prospective Contractor’s proposal:
· Proposal Signature Page
· Proposed Subcontractors Form
· Recommended Options Form
· Information for Evaluation
· Experience (2 pages or less)
· Solution (2 pages or less)
· Risk (2 pages or less)
· Exceptions Form, if applicable
· Completed Pricing Response
The following items, which must be submitted prior to a contract award to the Prospective Contractor, may also be included with the Prospective Contractor’s proposal:
· EO 98-04: Contract and Grant Disclosure Form
· Copy of Prospective Contractor’s Equal Opportunity Policy
· Voluntary Product Accessibility Template (VPAT), if applicable (https://www.itic.org/policy/accessibility/vpat, use the VPAT 2.4Rev 508 version)
RECOMMENDED OPTIONS FORM
· Identify optional recommended services available to the State, along with the schedule impact and cost details of each item. Responses to this form will not be scored for evaluation purposes.
· Costs associated with the optional recommended services must be included on this form and must not be included in the completed Pricing Response.
PROSPECTIVE CONTRACTOR PROPOSES THE FOLLOWING OPTIONAL RECOMMENDED SERVICES UNDER A RESULTING CONTRACT.
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
Item Description:
How will this add value?
Schedule Impact:
Cost Details:
☐ PROSPECTIVE CONTRACTOR DOES NOT OFFER OPTIONAL RECOMMENDED SERVICES.
PROPOSED SUBCONTRACTORS FORM
· Do not include additional information relating to subcontractors on this form or as an attachment to this form.
PROSPECTIVE CONTRACTOR PROPOSES TO USE THE FOLLOWING SUBCONTRACTOR(S) TO PROVIDE SERVICES.
Please provide the following information
| SUBCONTRACTOR’S COMPANY NAME |
| STREET ADDRESS |
| CITY, STATE, ZIP |
☐ PROSPECTIVE CONTRACTOR DOES NOT PROPOSE TO USE SUBCONTRACTORS TO PERFORM SERVICES.
INFORMATION FOR EVALUATION – EXPERIENCE
Using this template, Prospective Contractors should provide the Prospective Contractor’s experience and capabilities to meet the Solicitation requirements. The information provided should be prioritized beginning with the most important and/or relevant experience listed first.
Prospective Contractors may expand the space in each table, add a table, or delete a table as needed, but Prospective Contractors shall not exceed the two-page limit for this subsection. See RFP Section 3.2 for more information about this subsection.
Prospective Contractors shall not include the Prospective Contractor’s name or any other identifiers, including without limitation names of staff members, projects, products, and addresses on the Information for Evaluation – Experience document.
Prospective Contractors may delete the instructions above and example below.
Example:
| Claim of Expertise: |
| We have a significant amount of experience in providing P-Card and T-Card services to State governments, and consistently delivery high performance. |
| Documented Performance: |
| We currently have 10 similar services, with an average rebate to the client of 5% and the average customer satisfaction rating on these services is currently a 9.8 out of 10. |
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
Claim of Expertise:
Documented Performance:
INFORMATION FOR EVALUATION – SOLUTION
Using this template, Prospective Contractors should include a narrative to address and provide a high-level overview of the solution and/or approach proposed using the requirements outlined in the Solicitation.
Prospective Contractors shall not exceed the two-page limit for this subsection. See RFP Section 3.2 for more information about this subsection.
Prospective Contractors shall not include the Prospective Contractor’s name or any other identifiers, including without limitation names of staff members, projects, products, and addresses on the Information for Evaluation - Solution document.
Prospective Contractors may delete the instructions above.
INFORMATION FOR EVALUATION – RISK
Using this template, Prospective Contractors should identify and prioritize major risks that they reasonably foresee could potentially prevent or impair the Prospective Contractor’s delivery of the solution as offered in the proposal or to otherwise fail to meet the State’s desired outcome, specifications, and performance standards, and how they will mitigate, manage, and/or minimize each risk listed.
Prospective Contractors may expand the space in each table, add a table, or delete a table as needed, but Prospective Contractors shall not exceed the two-page limit for this subsection. See RFP Section 3.2 for more information about this subsection.
Prospective Contractors shall not include the Prospective Contractor’s name or any other identifiers, including without limitation names of staff members, projects, products, and addresses on the Information for Evaluation - Risk document.
Prospective Contractors may delete the instructions above and the example shown below.
Example:
| Risk Description: |
| Participating Entity does not understand how to use the Commercial Card Program. |
| Solution: |
| A full-time training group will hold education meetings at all Participating Entity locations twice a year throughout the length of the contract. |
| Documented Performance: |
| This risk mitigation has been used on the last 4 clients and has received a 10/10 satisfaction rating. These four clients have reported 0 complaints from their constituents regarding the usage of their commercial card program. |
Risk Description:
Solution:
Documented Performance:
Risk Description:
Solution:
Documented Performance:
Risk Description:
Solution:
Documented Performance:
Risk Description:
Solution:
Documented Performance:
Risk Description:
Solution:
Documented Performance:
Exceptions FORM Prospective Contractor shall document all exceptions related to requirements in the Solicitation and terms in the Services Contract (SRV-1) Fillable Form and Solicitation Terms and Conditions located on the TSS OSP website. See Sections 1.9 and 1.10 of the Solicitation.
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