T1654 Revised Bid Solicitation 6.2.23~2.docx

DOCX document 346 KB Posted Mar 24, 2022

Attached to: T1654 Purchasing Card System for the State of New Jersey
Solicitation number: 22DPP00667
Issued by: Mercer County, Trenton City, New Jersey

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Written by GovTribe AI · Apr 3, 2024

This document is a Bid Solicitation issued by the New Jersey Department of the Treasury, Division of Purchase and Property, on behalf of the State of New Jersey and Cooperative Purchasing Program Participants, which includes Tax-Funded Entities such as counties, municipalities, and state-funded colleges and universities. The purpose is to solicit quotes from financial institutions to provide the State with a Purchasing Card (PCard) and Travel Card Program that will reduce expenditures in the purchasing and accounts payable functions. The State intends to award a single contract with a term of up to five years. The Contractor shall be responsible for implementing the PCard and Travel Card Program within 90 business days of contract award and providing a wide range of services including card design and issuance, account maintenance, customer service, reporting, and integration with the State's financial and procurement systems.

The Bid Solicitation includes specific requirements for the Contractor's pricing, including firm-fixed rebate percentages based on total annual spend and any transaction fees. The State reserves the right to combine eligible spend from any State entity to calculate the rebates. The contract will be available for use by Intrastate Cooperative Purchasing Participants, who will be required to remit a 1% Supplier Convenience Fee to Periscope Holdings, Inc. The Bid Solicitation also includes provisions for small business and disabled veteran-owned business set-asides, as well as detailed security and data requirements for the Contractor.

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Other files

File	Type	Posted
Attachment 2 - T1654 Revised Bid Solicitation Checklist and Standard Procurement Forms Packet 6.2.23~1.pdf	PDF	Mar 24, 2022
T1654 Optional Pre-Quote Conference 03.24.2022.pptx	PPTX presentation	Mar 24, 2022
Attachment 4 - T1654 State of New Jersey Participants.pdf	PDF	Mar 24, 2022
Attachment 3 - SoNJ Security Questionnaire~1.pdf	PDF	Mar 24, 2022
T1654 Bid Amendment 7- Extended Quote Submission Due Date.docx	DOCX document	Mar 24, 2022
Revised T1654 State-Supplied Price Sheet 6.2.23.xlsx	XLSX spreadsheet	Mar 24, 2022
T1654 Bid Amendment 8- Extended Quote Submission Due Date~1.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment 9- Extended Quote Submission Due Date~1.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment 5- Extended Quote Submission Due Date.docx	DOCX document	Mar 24, 2022
Attachment 1 - T1654 State of New Jersey Standard Terms and Conditions 03.24.2022.pdf	PDF	Mar 24, 2022
T1654 Bid Amendment 6- Extended Quote Submission Due Date.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment 10 6.2.23~1.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment 4- Extended Quote Submission Due Date.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment Extended Quote Submission Due Date 05.19.2022.docx	DOCX document	Mar 24, 2022
T1654 Bid Amendment 3 - Extended Quote Submission Due Date~1.docx	DOCX document	Mar 24, 2022
Attachment 5 - T1654 Spend by Agency~1.pdf	PDF	Mar 24, 2022
T1654 Bid Amendment 2 - Extended Quote Submission Due Date 08.22.2022~1.docx	DOCX document	Mar 24, 2022

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Bid Solicitation #

22DPP00667

Revised-T1654: Re-Bid: Purchasing Card System for State Agencies and Cooperative Purchasing Program Participants

Date

Time

Due Date For Electronic Questions Refer to Bid Solicitation Section 2.1 for more information.

April 22, 2022

2:00 PM

Optional Pre-Quote Submission Conference Refer to Bid Solicitation Section 2.5 for more information.

April 7, 2022

11:00 AM

Mandatory/Optional Site Visit Refer to Bid Solicitation Section 2.4 for more information.

Not Applicable

Quote Opening Date Refer to Bid Solicitation Section 3 for more information.

June 22, 2023

2:00 PM

Dates are subject to change. All times contained in the Bid Solicitation refer to Eastern Time.

All changes will be reflected in Bid Amendments to the Bid Solicitation posted on www.njstart.gov.

SET-ASIDES

Small Business Set-Aside For Goods and Services:

☐ I ☐ II ☐ III

For Construction:

☐ IV ☐ V ☐ VI

☒ Not Applicable ☐ Entire Contract ☐ Partial Contract ☐ Subcontracting Only ☐ Preference

Disabled Veteran-Owned Business Set-Aside

☒ Not Applicable

☐ Entire Contract ☐ Partial Contract ☐ Subcontracting Only ☐ Preference

Bid Solicitation Issued By:

The State of New Jersey Department of the Treasury Division of Purchase and Property Trenton, New Jersey 086250230 On Behalf of:

The State of New Jersey and Cooperative Purchasing Program Participants

Date: 6/2/23

TABLE OF CONTENTS

1	INTRODUCTION AND SUMMARY OF THE BID SOLICITATION	1
1.1	PURPOSE AND INTENT	1
1.2	BACKGROUND	1
1.2.1	statistical Information	1
1.2.2	participating agencies	2
1.3	CONTRACT AMOUNT	2
1.4	ORDER OF PRECEDENCE OF CONTRACTUAL TERMS	2
1.5	INTRASTATE COOPERATIVE PURCHASING	3
2	PRE-QUOTE SUBMISSION INFORMATION	4
2.1	ELECTRONIC QUESTION AND ANSWER PERIOD	4
2.2	EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)	4
2.3	BID AMENDMENTS	4
2.4	MANDATORY/OPTIONAL SITE VISIT	4
2.5	OPTIONAL PRE-QUOTE CONFERENCE	4
2.6	PRE-QUOTE DOCUMENT REVIEW	5
3	QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER	6
3.1	QUOTE SUBMISSION	6
3.2	BIDDER RESPONSIBILITY	6
3.3	ANNOUNCEMENT OF QUOTE INFORMATION	6
3.4	QUOTE ERRORS	6
3.5	QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING	6
3.6	QUOTE WITHDRAWAL AFTER QUOTE OPENING, BUT PRIOR TO CONTRACT AWARD	6
3.7	JOINT VENTURE	7
3.8	SMALL BUSINESS SET-ASIDE CONTRACTS	7
3.9	DISABLED VETERANS’ BUSINESS SET-ASIDE CONTRACT	7
3.10	BID SECURITY	7
3.11	BIDDER ADDITIONAL TERMS SUBMITTED WITH THE QUOTE	7
3.12	QUOTE CONTENT	7
3.13	FORMS, REGISTRATIONS AND CERTIFICATIONS TO BE SUBMITTED WITH QUOTE	8
3.13.1	OFFER AND ACCEPTANCE PAGE	8
3.13.2	OWNERSHIP DISCLOSURE FORM	8
3.13.3	DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM	8
3.13.4	DISCLOSURE OF INVESTIGATIONS AND OTHER ACTIONS INVOLVING BIDDER FORM	8
3.13.5	MACBRIDE PRINCIPLES FORM	8
3.13.6	SERVICE PERFORMANCE WITHIN THE UNITED STATES	9
3.13.7	CONFIDENTIALITY/COMMITMENT TO DEFEND	9
3.13.8	SUBCONTRACTOR UTILIZATION PLAN	9
3.13.9	RESERVED	9
3.13.10	AFFIRMATIVE ACTION	9
3.13.11	RESERVED	10
3.13.12	STATE OF NEW JERSEY SECURITY DUE DILIGENCE THIRD-PARTY INFORMATION SECURITY QUESTIONNAIRE	10
3.13.13	business registration	10
3.13.14	certification regarding prohibited activities with russia or belarus	10
3.14	TECHNICAL QUOTE	10
3.15	MANAGEMENT OVERVIEW	10
3.16	CONTRACT MANAGEMENT	10
3.17	mobilization Plan	11
3.18	ADDITIONAL PLAN	11
3.19	Additional Submittals	11
3.19.1	Policies and procedures	11
3.20	ORGANIZATIONAL EXPERIENCE	11
3.21	LOCATION	11
3.22	ORGANIZATION CHARTS	11
3.23	RESUMES	11
3.24	EXPERIENCE WITH CONTRACTS OF SIMILAR SIZE AND SCOPE	11
3.25	FINANCIAL CAPABILITY OF THE BIDDER	12
3.26	STATE-SUPPLIED PRICE SHEET INSTRUCTIONS	12
3.27	USE OF “NO BID” VERSUS “NO CHARGE” ON THE STATE-SUPPLIED PRICE SHEET	12
3.28	cash disounts	12
3.29	additional credit card terms	13
4	SCOPE OF WORK – REQUIREMENTS OF THE CONTRACTOR	14
4.1	CONTRACT SPECIFIC TERMS/DEFINITIONS	14
4.2	OBJECTIVES	14
4.3	DISCLAIMERS AND GENERAL INFORMATION	15
4.3.1	SALES Volume	15
4.3.2	state procurement system	15
4.3.3	rebate calculation	15
4.3.4	agency information	15
4.4	PCARD AND TRAVEL CARD ACCEPTANCE	15
4.5	ENROLLMENT AND IMPLEMENTATION	15
4.6	MARKETING	15
4.7	TRAINING AND CONFERENCES	15
4.7.1	Training program	15
4.7.2	training sessions	16
4.7.3	conferences	16
4.8	CUSTOMER SERVICE CALL CENTER	16
4.9	SYSTEM LIMITS AND RESTRICTIONS	16
4.10	PCARD AND TRAVEL CARD REQUIREMENTS	17
4.10.1	card design	17
4.10.2	card issuance	17
4.11	ACCOUNT MAINTENANCE AND CHANGES	17
4.12	DISPUTED TRANSACTIONS	18
4.13	PCARD AND TRAVEL CARD USE	18
4.13.1	liability for use	18
4.13.2	lost and/or stolen cards	18
4.13.3	card termination	18
4.14	REPORTING REQUIREMENTS	18
4.14.1	general reporting requirements	18
4.14.2	specific reports	19
4.14.3	specialized audit reports	19
4.15	TECHNOLOGY REQUIREMENTS	20
4.15.1	system safeguards	20
4.15.2	download interfacing/mapping specfic to Database updating, card account linking and related card acount reporting	20
4.15.3	data mapping – general requirements	20
4.15.4	level 3 transaction data	21
4.15.5	preferred merchant	21
4.16	ELECTRONIC PAYMENT, BILLING AND REPORTING INTERFACE CAPABILITIES	21
4.16.1	BILLING	21
4.16.2	payments	21
4.16.3	Electronic payables	21
4.17	TRANSACTION FEES	22
4.18	REBATES	22
4.18.1	rebate structure	22
4.18.2	rebate checks	22
4.18.3	rebate Check payment options	23
4.19	POLICIES AND PROCEDURES	23
4.20	PROJECT MANAGEMENT PLAN	23
5	GENERAL CONTRACT TERMS	25
5.1	CONTRACT TERM AND EXTENSION OPTION	25
5.2	CONTRACT TRANSITION	25
5.3	PERFORMANCE SECURITY	25
5.4	OWNERSHIP OF MATERIAL	25
5.5	SUBSTITUTION OF STAFF	26
5.6	LIQUIDATED DAMAGES	26
5.7	RETAINAGE	26
5.8	ELECTRONIC PAYMENTS	26
	DATA SECURITY REQUIREMENTS – CONTRACTOR RESPONSIBILITY	27
6	27
6.1	SECURITY PLAN	27
6.1.1	INFORMATION SECURITY PROGRAM MANAGEMENT	27
6.1.2	COMPLIANCE	27
6.1.3	PERSONNEL SECURITY	27
6.1.4	SECURITY AWARENESS AND TRAINING	27
6.1.5	RISK MANAGEMENT	28
6.1.6	PRIVACY	28
6.1.7	ASSET MANAGEMENT	29
6.1.8	SECURITY CATEGORIZATION	29
6.1.9	MEDIA PROTECTION	29
6.1.10	CRYPTOGRAPHIC PROTECTIONS	29
6.1.11	ACCESS MANAGEMENT	30
6.1.12	IDENTITY AND AUTHENTICATION	30
6.1.13	REMOTE ACCESS	30
6.1.14	SECURITY ENGINEERING AND ARCHITECTURE	30
6.1.15	CONFIGURATION MANAGEMENT	30
6.1.16	ENDPOINT SECURITY	31
6.1.17	ICS/SCADA/OT SECURITY	31
6.1.18	INTERNET OF THINGS SECURITY	31
6.1.19	MOBILE DEVICE SECURITY	31
6.1.20	NETWORK SECURITY	31
6.1.21	CLOUD SECURITY	32
6.1.22	CHANGE MANAGEMENT	32
6.1.23	MAINTENANCE	32
6.1.24	THREAT MANAGEMENT	32
6.1.25	VULNERABILITY AND PATCH MANAGEMENT	32
6.1.26	CONTINUOUS MONITORING	32
6.1.27	SYSTEM DEVELOPMENT AND ACQUISITION	33
6.1.28	PROJECT AND RESOURCE MANAGEMENT	33
6.1.29	CAPACITY AND PERFORMANCE MANAGEMENT	33
6.1.30	THIRD PARTY MANAGEMENT	33
6.1.31	PHYSICAL AND ENVIRONMENTAL SECURITY	33
6.1.32	CONTINGENCY PLANNING	34
6.1.33	INCIDENT RESPONSE	34
7	MODIFICATIONS TO THE STATE OF NEW JERSEY STANDARD TERMS AND CONDITIONS	35
7.1	INDEMNIFICATION AND INSURANCE	35
7.2	Optional payment method: p-card	37
8	QUOTE EVALUATION AND AWARD	38
8.1	RIGHT TO WAIVE	38
8.2	DIRECTOR’S RIGHT TO ACCEPT OR REJECT A QUOTE	38
8.3	RECIPROCITY FOR JURISDICTIONAL BIDDER PREFERENCE	38
8.4	CLARIFICATION OF QUOTE	38
8.5	ORAL PRESENTATION	38
8.6	TIE QUOTES	38
8.7	STATE'S RIGHT TO INSPECT BIDDER’S FACILITIES	38
8.8	STATE'S RIGHT TO CHECK REFERENCES	38
8.9	EVALUATION CRITERIA	38
8.9.1	TECHNICAL EVALUATION CRITERIA	38
8.9.2	PRICE EVALUATION	39
8.10	QUOTE DISCREPANCIES	39
8.11	NEGOTIATION	39
8.12	BEST AND FINAL OFFER (BAFO)	39
8.13	“REQUEST FOR REVISION” WITHIN NJSTART	40
8.14	POOR PERFORMANCE	40
8.15	RECOMMENDATION FOR AWARD	40
8.16	CONTRACT AWARD	40
9	GLOSSARY	41
1	INTRODUCTION AND SUMMARY OF THE BID SOLICITATION	1
1.1	PURPOSE AND INTENT	1
1.2	BACKGROUND	1
1.2.1	statistical Information	1
1.2.2	participating agencies	2
1.3	CONTRACT AMOUNT	2
1.4	ORDER OF PRECEDENCE OF CONTRACTUAL TERMS	2
1.5	INTRASTATE COOPERATIVE PURCHASING	3
2	PRE-QUOTE SUBMISSION INFORMATION	4
2.1	ELECTRONIC QUESTION AND ANSWER PERIOD	4
2.2	EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)	4
2.3	BID AMENDMENTS	4
2.4	MANDATORY/OPTIONAL SITE VISIT	4
2.5	OPTIONAL PRE-QUOTE CONFERENCE	4
2.6	PRE-QUOTE DOCUMENT REVIEW	5
3	QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER	6
3.1	QUOTE SUBMISSION	6
3.2	BIDDER RESPONSIBILITY	6
3.3	ANNOUNCEMENT OF QUOTE INFORMATION	6
3.4	QUOTE ERRORS	6
3.5	QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING	6
3.6	QUOTE WITHDRAWAL AFTER QUOTE OPENING, BUT PRIOR TO CONTRACT AWARD	6
3.7	JOINT VENTURE	7
3.8	SMALL BUSINESS SET-ASIDE CONTRACTS	7
3.9	DISABLED VETERANS’ BUSINESS SET-ASIDE CONTRACT	7
3.10	BID SECURITY	7
3.11	BIDDER ADDITIONAL TERMS SUBMITTED WITH THE QUOTE	7
3.12	QUOTE CONTENT	7
3.13	FORMS, REGISTRATIONS AND CERTIFICATIONS TO BE SUBMITTED WITH QUOTE	8
3.13.1	OFFER AND ACCEPTANCE PAGE	8
3.13.2	OWNERSHIP DISCLOSURE FORM	8
3.13.3	DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM	8
3.13.4	DISCLOSURE OF INVESTIGATIONS AND OTHER ACTIONS INVOLVING BIDDER FORM	8
3.13.5	MACBRIDE PRINCIPLES FORM	8
3.13.6	SERVICE PERFORMANCE WITHIN THE UNITED STATES	9
3.13.7	CONFIDENTIALITY/COMMITMENT TO DEFEND	9
3.13.8	SUBCONTRACTOR UTILIZATION PLAN	9
3.13.9	RESERVED	9
3.13.10	AFFIRMATIVE ACTION	9
3.13.11	RESERVED	10
3.13.12	10
3.13.13	STATE OF NEW JERSEY SECURITY DUE DILIGENCE THIRD-PARTY INFORMATION SECURITY QUESTIONNAIRE	10
3.13.14	business registration	10
3.13.15	certification regarding prohibited activities with russia or belarus	10
3.14	TECHNICAL QUOTE	10
3.15	MANAGEMENT OVERVIEW	10
3.16	CONTRACT MANAGEMENT	11
3.17	mobilization Plan	11
3.18	ADDITIONAL PLAN	11
3.19	Additional Submittals	11
3.19.1	Policies and procedures	11
3.20	ORGANIZATIONAL EXPERIENCE	11
3.21	LOCATION	11
3.22	ORGANIZATION CHARTS	11
3.23	RESUMES	11
3.24	EXPERIENCE WITH CONTRACTS OF SIMILAR SIZE AND SCOPE	12
3.25	FINANCIAL CAPABILITY OF THE BIDDER	12
3.26	STATE-SUPPLIED PRICE SHEET INSTRUCTIONS	12
3.27	USE OF “NO BID” VERSUS “NO CHARGE” ON THE STATE-SUPPLIED PRICE SHEET	12
3.28	cash disounts	13
3.29	additional credit card terms	13
4	SCOPE OF WORK – REQUIREMENTS OF THE CONTRACTOR	14
4.1	CONTRACT SPECIFIC TERMS/DEFINITIONS	14
4.2	OBJECTIVES	14
4.3	DISCLAIMERS AND GENERAL INFORMATION	15
4.3.1	SALES Volume	15
4.3.2	state procurement system	15
4.3.3	rebate calculation	15
4.3.4	agency information	15
4.4	PCARD AND TRAVEL CARD ACCEPTANCE	15
4.5	ENROLLMENT AND IMPLEMENTATION	15
4.6	MARKETING	15
4.7	TRAINING AND CONFERENCES	15
4.7.1	Training program	15
4.7.2	training sessions	16
4.7.3	conferences	16
4.8	CUSTOMER SERVICE CALL CENTER	16
4.9	SYSTEM LIMITS AND RESTRICTIONS	16
4.10	PCARD AND TRAVEL CARD REQUIREMENTS	17
4.10.1	card design	17
4.10.2	card issuance	17
4.11	ACCOUNT MAINTENANCE AND CHANGES	17
4.12	DISPUTED TRANSACTIONS	19
4.13	PCARD AND TRAVEL CARD USE	19
4.13.1	liability for use	19
4.13.2	lost and/or stolen cards	19
4.13.3	card termination	19
4.14	REPORTING REQUIREMENTS	19
4.14.1	general reporting requirements	19
4.14.2	specific reports	20
4.14.3	specialized audit reports	20
4.15	TECHNOLOGY REQUIREMENTS	21
4.15.1	system safeguards	21
4.15.2	download interfacing/mapping specfic to Database updating, card account linking and related card acount reporting	21
4.15.3	data mapping – general requirements	21
4.15.4	level 3 transaction data	22
4.15.5	preferred merchant	22
4.16	ELECTRONIC PAYMENT, BILLING AND REPORTING INTERFACE CAPABILITIES	22
4.16.1	BILLING	22
4.16.2	payments	22
4.16.3	Electronic payables	22
4.17	TRANSACTION FEES	23
4.18	REBATES	23
4.18.1	rebate structure	23
4.18.2	rebate checks	23
4.18.3	rebate Check payment options	24
4.19	POLICIES AND PROCEDURES	24
4.20	PROJECT MANAGEMENT PLAN	24
5	GENERAL CONTRACT TERMS	26
5.1	CONTRACT TERM AND EXTENSION OPTION	26
5.2	CONTRACT TRANSITION	26
5.3	PERFORMANCE SECURITY	26
5.4	OWNERSHIP OF MATERIAL	26
5.5	SUBSTITUTION OF STAFF	27
5.6	LIQUIDATED DAMAGES	27
5.7	RETAINAGE	27
5.8	ELECTRONIC PAYMENTS	27
	DATA SECURITY REQUIREMENTS – CONTRACTOR RESPONSIBILITY	28
6	28
6.1	SECURITY PLAN	28
6.1.1	INFORMATION SECURITY PROGRAM MANAGEMENT	28
6.1.2	COMPLIANCE	28
6.1.3	PERSONNEL SECURITY	28
6.1.4	SECURITY AWARENESS AND TRAINING	28
6.1.5	RISK MANAGEMENT	29
6.1.6	PRIVACY	29
6.1.7	ASSET MANAGEMENT	30
6.1.8	SECURITY CATEGORIZATION	30
6.1.9	MEDIA PROTECTION	30
6.1.10	CRYPTOGRAPHIC PROTECTIONS	30
6.1.11	ACCESS MANAGEMENT	31
6.1.12	IDENTITY AND AUTHENTICATION	31
6.1.13	REMOTE ACCESS	31
6.1.14	SECURITY ENGINEERING AND ARCHITECTURE	31
6.1.15	CONFIGURATION MANAGEMENT	31
6.1.16	ENDPOINT SECURITY	32
6.1.17	ICS/SCADA/OT SECURITY	32
6.1.18	INTERNET OF THINGS SECURITY	32
6.1.19	MOBILE DEVICE SECURITY	32
6.1.20	NETWORK SECURITY	32
6.1.21	CLOUD SECURITY	33
6.1.22	CHANGE MANAGEMENT	33
6.1.23	MAINTENANCE	33
6.1.24	THREAT MANAGEMENT	33
6.1.25	VULNERABILITY AND PATCH MANAGEMENT	33
6.1.26	CONTINUOUS MONITORING	33
6.1.27	SYSTEM DEVELOPMENT AND ACQUISITION	34
6.1.28	PROJECT AND RESOURCE MANAGEMENT	34
6.1.29	CAPACITY AND PERFORMANCE MANAGEMENT	34
6.1.30	THIRD PARTY MANAGEMENT	34
6.1.31	PHYSICAL AND ENVIRONMENTAL SECURITY	34
6.1.32	CONTINGENCY PLANNING	35
6.1.33	INCIDENT RESPONSE	35
7	MODIFICATIONS TO THE STATE OF NEW JERSEY STANDARD TERMS AND CONDITIONS	36
7.1	INDEMNIFICATION AND INSURANCE	36
7.2	Optional payment method: p-card	38
8	QUOTE EVALUATION AND AWARD	39
8.1	RIGHT TO WAIVE	39
8.2	DIRECTOR’S RIGHT TO ACCEPT OR REJECT A QUOTE	39
8.3	RECIPROCITY FOR JURISDICTIONAL BIDDER PREFERENCE	39
8.4	CLARIFICATION OF QUOTE	39
8.5	ORAL PRESENTATION	39
8.6	TIE QUOTES	39
8.7	STATE'S RIGHT TO INSPECT BIDDER’S FACILITIES	39
8.8	STATE'S RIGHT TO CHECK REFERENCES	39
8.9	EVALUATION CRITERIA	39
8.9.1	TECHNICAL EVALUATION CRITERIA	39
8.9.2	PRICE EVALUATION	40
8.10	QUOTE DISCREPANCIES	40
8.11	NEGOTIATION	40
8.12	BEST AND FINAL OFFER (BAFO)	40
8.13	“REQUEST FOR REVISION” WITHIN NJSTART	41
8.14	POOR PERFORMANCE	41
8.15	RECOMMENDATION FOR AWARD	41
8.16	CONTRACT AWARD	41
9	GLOSSARY	42
1	INTRODUCTION AND SUMMARY OF THE BID SOLICITATION	1
1.1	PURPOSE AND INTENT	1
1.2	BACKGROUND	1
1.2.1	statistical Information	1
1.2.2	participating agencies	2
1.3	CONTRACT AMOUNT	2
1.4	ORDER OF PRECEDENCE OF CONTRACTUAL TERMS	2
1.5	INTRASTATE COOPERATIVE PURCHASING	3
2	PRE-QUOTE SUBMISSION INFORMATION	4
2.1	ELECTRONIC QUESTION AND ANSWER PERIOD	4
2.2	EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)	4
2.3	BID AMENDMENTS	4
2.4	MANDATORY/OPTIONAL SITE VISIT	4
2.5	OPTIONAL PRE-QUOTE CONFERENCE	4
2.6	PRE-QUOTE DOCUMENT REVIEW	5
3	QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER	6
3.1	QUOTE SUBMISSION	6
3.2	BIDDER RESPONSIBILITY	6
3.3	ANNOUNCEMENT OF QUOTE INFORMATION	6
3.4	QUOTE ERRORS	6
3.5	QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING	6
3.6	QUOTE WITHDRAWAL AFTER QUOTE OPENING, BUT PRIOR TO CONTRACT AWARD	6
3.7	JOINT VENTURE	7
3.8	SMALL BUSINESS SET-ASIDE CONTRACTS	7
3.9	DISABLED VETERANS’ BUSINESS SET-ASIDE CONTRACT	7
3.10	BID SECURITY	7
3.11	BIDDER ADDITIONAL TERMS SUBMITTED WITH THE QUOTE	7
3.12	QUOTE CONTENT	7
3.13	FORMS, REGISTRATIONS AND CERTIFICATIONS TO BE SUBMITTED WITH QUOTE	8
3.13.1	OFFER AND ACCEPTANCE PAGE	8
3.13.2	OWNERSHIP DISCLOSURE FORM	8
3.13.3	DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM	8
3.13.4	DISCLOSURE OF INVESTIGATIONS AND OTHER ACTIONS INVOLVING BIDDER FORM	8
3.13.5	MACBRIDE PRINCIPLES FORM	8
3.13.6	SERVICE PERFORMANCE WITHIN THE UNITED STATES	9
3.13.7	CONFIDENTIALITY/COMMITMENT TO DEFEND	9
3.13.8	SUBCONTRACTOR UTILIZATION PLAN	9
3.13.9	RESERVED	9
3.13.10	AFFIRMATIVE ACTION	9
3.13.11	RESERVED	10
3.13.12	10
3.13.13	STATE OF NEW JERSEY SECURITY DUE DILIGENCE THIRD-PARTY INFORMATION SECURITY QUESTIONNAIRE	10
3.13.14	business registration	10
3.13.15	certification regarding prohibited activities with russia or belarus	10
3.14	TECHNICAL QUOTE	10
3.15	MANAGEMENT OVERVIEW	10
3.16	CONTRACT MANAGEMENT	11
3.17	mobilization Plan	11
3.18	ADDITIONAL PLAN	11
3.19	Additional Submittals	11
3.19.1	Policies and procedures	11
3.20	ORGANIZATIONAL EXPERIENCE	11
3.21	LOCATION	11
3.22	ORGANIZATION CHARTS	11
3.23	RESUMES	11
3.24	EXPERIENCE WITH CONTRACTS OF SIMILAR SIZE AND SCOPE	12
3.25	FINANCIAL CAPABILITY OF THE BIDDER	12
3.26	STATE-SUPPLIED PRICE SHEET INSTRUCTIONS	12
3.27	USE OF “NO BID” VERSUS “NO CHARGE” ON THE STATE-SUPPLIED PRICE SHEET	12
3.28	cash disounts	13
3.29	additional credit card terms	13
4	SCOPE OF WORK – REQUIREMENTS OF THE CONTRACTOR	14
4.1	CONTRACT SPECIFIC TERMS/DEFINITIONS	14
4.2	OBJECTIVES	14
4.3	DISCLAIMERS AND GENERAL INFORMATION	15
4.3.1	SALES Volume	15
4.3.2	state procurement system	15
4.3.3	rebate calculation	15
4.3.4	agency information	15
4.4	PCARD AND TRAVEL CARD ACCEPTANCE	15
4.5	ENROLLMENT AND IMPLEMENTATION	15
4.6	MARKETING	15
4.7	TRAINING AND CONFERENCES	15
4.7.1	Training program	15
4.7.2	training sessions	16
4.7.3	conferences	16
4.8	CUSTOMER SERVICE CALL CENTER	16
4.9	SYSTEM LIMITS AND RESTRICTIONS	16
4.10	PCARD AND TRAVEL CARD REQUIREMENTS	17
4.10.1	card design	17
4.10.2	card issuance	17
4.11	ACCOUNT MAINTENANCE AND CHANGES	17
4.12	DISPUTED TRANSACTIONS	18
4.13	PCARD AND TRAVEL CARD USE	18
4.13.1	liability for use	18
4.13.2	lost and/or stolen cards	18
4.13.3	card termination	18
4.14	REPORTING REQUIREMENTS	18
4.14.1	general reporting requirements	18
4.14.2	specific reports	19
4.14.3	specialized audit reports	19
4.15	TECHNOLOGY REQUIREMENTS	20
4.15.1	system safeguards	20
4.15.2	download interfacing/mapping specfic to Database updating, card account linking and related card acount reporting	20
4.15.3	data mapping – general requirements	20
4.15.4	level 3 transaction data	21
4.15.5	preferred merchant	21
4.16	ELECTRONIC PAYMENT, BILLING AND REPORTING INTERFACE CAPABILITIES	21
4.16.1	BILLING	21
4.16.2	payments	21
4.16.3	Electronic payables	21
4.17	TRANSACTION FEES	22
4.18	REBATES	22
4.18.1	rebate structure	22
4.18.2	rebate checks	22
4.18.3	rebate Check payment options	23
4.19	POLICIES AND PROCEDURES	23
4.20	PROJECT MANAGEMENT PLAN	23
5	GENERAL CONTRACT TERMS	25
5.1	CONTRACT TERM AND EXTENSION OPTION	25
5.2	CONTRACT TRANSITION	25
5.3	PERFORMANCE SECURITY	25
5.4	OWNERSHIP OF MATERIAL	25
5.5	SUBSTITUTION OF STAFF	26
5.6	LIQUIDATED DAMAGES	26
5.7	RETAINAGE	26
5.8	ELECTRONIC PAYMENTS	26
	DATA SECURITY REQUIREMENTS – CONTRACTOR RESPONSIBILITY	27
6	27
6.1	SECURITY PLAN	27
6.1.1	INFORMATION SECURITY PROGRAM MANAGEMENT	27
6.1.2	COMPLIANCE	27
6.1.3	PERSONNEL SECURITY	27
6.1.4	SECURITY AWARENESS AND TRAINING	27
6.1.5	RISK MANAGEMENT	28
6.1.6	PRIVACY	28
6.1.7	ASSET MANAGEMENT	29
6.1.8	SECURITY CATEGORIZATION	29
6.1.9	MEDIA PROTECTION	29
6.1.10	CRYPTOGRAPHIC PROTECTIONS	29
6.1.11	ACCESS MANAGEMENT	30
6.1.12	IDENTITY AND AUTHENTICATION	30
6.1.13	REMOTE ACCESS	30
6.1.14	SECURITY ENGINEERING AND ARCHITECTURE	30
6.1.15	CONFIGURATION MANAGEMENT	30
6.1.16	ENDPOINT SECURITY	31
6.1.17	ICS/SCADA/OT SECURITY	31
6.1.18	INTERNET OF THINGS SECURITY	31
6.1.19	MOBILE DEVICE SECURITY	31
6.1.20	NETWORK SECURITY	31
6.1.21	CLOUD SECURITY	32
6.1.22	CHANGE MANAGEMENT	32
6.1.23	MAINTENANCE	32
6.1.24	THREAT MANAGEMENT	32
6.1.25	VULNERABILITY AND PATCH MANAGEMENT	32
6.1.26	CONTINUOUS MONITORING	32
6.1.27	SYSTEM DEVELOPMENT AND ACQUISITION	33
6.1.28	PROJECT AND RESOURCE MANAGEMENT	33
6.1.29	CAPACITY AND PERFORMANCE MANAGEMENT	33
6.1.30	THIRD PARTY MANAGEMENT	33
6.1.31	PHYSICAL AND ENVIRONMENTAL SECURITY	33
6.1.32	CONTINGENCY PLANNING	34
6.1.33	INCIDENT RESPONSE	34
7	MODIFICATIONS TO THE STATE OF NEW JERSEY STANDARD TERMS AND CONDITIONS	35
7.1	INDEMNIFICATION AND INSURANCE	35
7.2	Optional payment method: p-card	37
8	QUOTE EVALUATION AND AWARD	38
8.1	RIGHT TO WAIVE	38
8.2	DIRECTOR’S RIGHT TO ACCEPT OR REJECT A QUOTE	38
8.3	RECIPROCITY FOR JURISDICTIONAL BIDDER PREFERENCE	38
8.4	CLARIFICATION OF QUOTE	38
8.5	ORAL PRESENTATION	38
8.6	TIE QUOTES	38
8.7	STATE'S RIGHT TO INSPECT BIDDER’S FACILITIES	38
8.8	STATE'S RIGHT TO CHECK REFERENCES	38
8.9	EVALUATION CRITERIA	38
8.9.1	TECHNICAL EVALUATION CRITERIA	38
8.9.2	PRICE EVALUATION	39
8.10	QUOTE DISCREPANCIES	39
8.11	NEGOTIATION	39
8.12	BEST AND FINAL OFFER (BAFO)	39
8.13	“REQUEST FOR REVISION” WITHIN NJSTART	40
8.14	POOR PERFORMANCE	40
8.15	RECOMMENDATION FOR AWARD	40
8.16	CONTRACT AWARD	40
9	GLOSSARY	41
1	INTRODUCTION AND SUMMARY OF THE BID SOLICITATION	1
1.1	PURPOSE AND INTENT	1
1.2	BACKGROUND	1
1.2.1	statistical Information	1
1.2.2	participating agencies	2
1.3	CONTRACT AMOUNT	2
1.4	ORDER OF PRECEDENCE OF CONTRACTUAL TERMS	2
1.5	INTRASTATE COOPERATIVE PURCHASING	3
2	PRE-QUOTE SUBMISSION INFORMATION	4
2.1	ELECTRONIC QUESTION AND ANSWER PERIOD	4
2.2	EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)	4
2.3	BID AMENDMENTS	4
2.4	MANDATORY/OPTIONAL SITE VISIT	4
2.5	OPTIONAL PRE-QUOTE CONFERENCE	4
2.6	PRE-QUOTE DOCUMENT REVIEW	5
3	QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER	6
3.1	QUOTE SUBMISSION	6
3.2	BIDDER RESPONSIBILITY	6
3.3	ANNOUNCEMENT OF QUOTE INFORMATION	6
3.4	QUOTE ERRORS	6
3.5	QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING	6
3.6	QUOTE WITHDRAWAL AFTER QUOTE OPENING, BUT PRIOR TO CONTRACT AWARD	6
3.7	JOINT VENTURE	7
3.8	SMALL BUSINESS SET-ASIDE CONTRACTS	7
3.9	DISABLED VETERANS’ BUSINESS SET-ASIDE CONTRACT	7
3.10	BID SECURITY	7
3.11	BIDDER ADDITIONAL TERMS SUBMITTED WITH THE QUOTE	7
3.12	QUOTE CONTENT	7
3.13	FORMS, REGISTRATIONS AND CERTIFICATIONS TO BE SUBMITTED WITH QUOTE	8
3.13.1	OFFER AND ACCEPTANCE PAGE	8
3.13.2	OWNERSHIP DISCLOSURE FORM	8
3.13.3	DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM	8
3.13.4	DISCLOSURE OF INVESTIGATIONS AND OTHER ACTIONS INVOLVING BIDDER FORM	8
3.13.5	MACBRIDE PRINCIPLES FORM	8
3.13.6	SERVICE PERFORMANCE WITHIN THE UNITED STATES	9
3.13.7	CONFIDENTIALITY/COMMITMENT TO DEFEND	9
3.13.8	SUBCONTRACTOR UTILIZATION PLAN	9
3.13.9	RESERVED	9
3.13.10	AFFIRMATIVE ACTION	9
3.13.11	RESERVED	10
3.13.12	STATE OF NEW JERSEY SECURITY DUE DILIGENCE THIRD-PARTY INFORMATION SECURITY QUESTIONNAIRE	10
3.13.13	business registration	10
3.13.14	certification regarding prohibited activities with russia or belarus	10
3.14	TECHNICAL QUOTE	10
3.15	MANAGEMENT OVERVIEW	10
3.16	CONTRACT MANAGEMENT	11
3.17	mobilization Plan	11
3.18	ADDITIONAL PLAN	11
3.19	Additional Submittals	11
3.19.1	Policies and procedures	11
3.20	ORGANIZATIONAL EXPERIENCE	11
3.21	LOCATION	11
3.22	ORGANIZATION CHARTS	11
3.23	RESUMES	12
3.24	EXPERIENCE WITH CONTRACTS OF SIMILAR SIZE AND SCOPE	12
3.25	FINANCIAL CAPABILITY OF THE BIDDER	12
3.26	STATE-SUPPLIED PRICE SHEET INSTRUCTIONS	12
3.27	USE OF “NO BID” VERSUS “NO CHARGE” ON THE STATE-SUPPLIED PRICE SHEET	12
3.28	cash disounts	13
3.29	additional credit card terms	13
4	SCOPE OF WORK – REQUIREMENTS OF THE CONTRACTOR	14
4.1	CONTRACT SPECIFIC TERMS/DEFINITIONS	14
4.2	OBJECTIVES	14
4.3	DISCLAIMERS AND GENERAL INFORMATION	15
4.3.1	SALES Volume	15
4.3.2	state procurement system	15
4.3.3	rebate calculation	15
4.3.4	agency information	15
4.4	PCARD AND TRAVEL CARD ACCEPTANCE	15
4.5	ENROLLMENT AND IMPLEMENTATION	15
4.6	MARKETING	15
4.7	TRAINING AND CONFERENCES	15
4.7.1	Training program	15
4.7.2	training sessions	16
4.7.3	conferences	16
4.8	CUSTOMER SERVICE CALL CENTER	16
4.9	SYSTEM LIMITS AND RESTRICTIONS	16
4.10	PCARD AND TRAVEL CARD REQUIREMENTS	17
4.10.1	card design	17
4.10.2	card issuance	17
4.11	ACCOUNT MAINTENANCE AND CHANGES	17
4.12	DISPUTED TRANSACTIONS	18
4.13	PCARD AND TRAVEL CARD USE	18
4.13.1	liability for use	18
4.13.2	lost and/or stolen cards	18
4.13.3	card termination	18
4.14	REPORTING REQUIREMENTS	18
4.14.1	general reporting requirements	18
4.14.2	specific reports	19
4.14.3	specialized audit reports	19
4.15	TECHNOLOGY REQUIREMENTS	20
4.15.1	system safeguards	20
4.15.2	download interfacing/mapping specfic to Database updating, card account linking and related card acount reporting	20
4.15.3	data mapping – general requirements	20
4.15.4	level 3 transaction data	21
4.15.5	preferred merchant	21
4.16	ELECTRONIC PAYMENT, BILLING AND REPORTING INTERFACE CAPABILITIES	21
4.16.1	BILLING	21
4.16.2	payments	21
4.16.3	Electronic payables	21
4.17	TRANSACTION FEES	22
4.18	REBATES	22
4.18.1	rebate structure	22
4.18.2	rebate checks	22
4.18.3	rebate Check payment options	23
4.19	POLICIES AND PROCEDURES	23
4.20	PROJECT MANAGEMENT PLAN	23
5	GENERAL CONTRACT TERMS	25
5.1	CONTRACT TERM AND EXTENSION OPTION	25
5.2	CONTRACT TRANSITION	25
5.3	PERFORMANCE SECURITY	25
5.4	OWNERSHIP OF MATERIAL	25
5.5	SUBSTITUTION OF STAFF	26
5.6	LIQUIDATED DAMAGES	26
5.7	RETAINAGE	26
5.8	ELECTRONIC PAYMENTS	26
	DATA SECURITY REQUIREMENTS – CONTRACTOR RESPONSIBILITY	27
6	27
6.1	SECURITY PLAN	27
6.1.1	INFORMATION SECURITY PROGRAM MANAGEMENT	27
6.1.2	COMPLIANCE	27
6.1.3	PERSONNEL SECURITY	27
6.1.4	SECURITY AWARENESS AND TRAINING	27
6.1.5	RISK MANAGEMENT	28
6.1.6	PRIVACY	28
6.1.7	ASSET MANAGEMENT	29
6.1.8	SECURITY CATEGORIZATION	29
6.1.9	MEDIA PROTECTION	29
6.1.10	CRYPTOGRAPHIC PROTECTIONS	29
6.1.11	ACCESS MANAGEMENT	30
6.1.12	IDENTITY AND AUTHENTICATION	30
6.1.13	REMOTE ACCESS	30
6.1.14	SECURITY ENGINEERING AND ARCHITECTURE	30
6.1.15	CONFIGURATION MANAGEMENT	30
6.1.16	ENDPOINT SECURITY	31
6.1.17	ICS/SCADA/OT SECURITY	31
6.1.18	INTERNET OF THINGS SECURITY	31
6.1.19	MOBILE DEVICE SECURITY	31
6.1.20	NETWORK SECURITY	31
6.1.21	CLOUD SECURITY	32
6.1.22	CHANGE MANAGEMENT	32
6.1.23	MAINTENANCE	32
6.1.24	THREAT MANAGEMENT	32
6.1.25	VULNERABILITY AND PATCH MANAGEMENT	32
6.1.26	CONTINUOUS MONITORING	32
6.1.27	SYSTEM DEVELOPMENT AND ACQUISITION	33
6.1.28	PROJECT AND RESOURCE MANAGEMENT	33
6.1.29	CAPACITY AND PERFORMANCE MANAGEMENT	33
6.1.30	THIRD PARTY MANAGEMENT	33
6.1.31	PHYSICAL AND ENVIRONMENTAL SECURITY	33
6.1.32	CONTINGENCY PLANNING	34
6.1.33	INCIDENT RESPONSE	34
7	MODIFICATIONS TO THE STATE OF NEW JERSEY STANDARD TERMS AND CONDITION	35
7.1	Indemnification	35
7.2	INSURANCE	35
7.2.1	PROFESSIONAL LIABILITY INSURANCE	35
7.2.2	CYBERsecurity INSURANCE	36
7.2.3	LIMITATION OF LIBAILITY OPTIONS	37
8	QUOTE EVALUATION AND AWARD	38
8.1	RIGHT TO WAIVE	38
8.2	DIRECTOR’S RIGHT TO ACCEPT OR REJECT A QUOTE	38
8.3	RECIPROCITY FOR JURISDICTIONAL BIDDER PREFERENCE	38
8.4	CLARIFICATION OF QUOTE	38
8.5	ORAL PRESENTATION	38
8.6	TIE QUOTES	38
8.7	STATE'S RIGHT TO INSPECT BIDDER’S FACILITIES	38
8.8	STATE'S RIGHT TO CHECK REFERENCES	38
8.9	EVALUATION CRITERIA	38
8.9.1	TECHNICAL EVALUATION CRITERIA	38
8.9.2	PRICE EVALUATION	39
8.10	QUOTE DISCREPANCIES	39
8.11	NEGOTIATION	39
8.12	BEST AND FINAL OFFER (BAFO)	39
8.13	“REQUEST FOR REVISION” WITHIN NJSTART	40
8.14	POOR PERFORMANCE	40
8.15	RECOMMENDATION FOR AWARD	40
8.16	CONTRACT AWARD	40
9	GLOSSARY	41
1	INTRODUCTION AND SUMMARY OF THE BID SOLICITATION	1
1.1	PURPOSE AND INTENT	1
1.2	BACKGROUND	1
1.2.1	statistical Information	1
1.2.2	participating agencies	2
1.3	CONTRACT AMOUNT	2
1.4	ORDER OF PRECEDENCE OF CONTRACTUAL TERMS	2
1.5	INTRASTATE COOPERATIVE PURCHASING	3
2	PRE-QUOTE SUBMISSION INFORMATION	4
2.1	ELECTRONIC QUESTION AND ANSWER PERIOD	4
2.2	EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)	4
2.3	BID AMENDMENTS	4
2.4	MANDATORY/OPTIONAL SITE VISIT	4
2.5	OPTIONAL PRE-QUOTE CONFERENCE	4
2.6	PRE-QUOTE DOCUMENT REVIEW	5
3	QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER	6
3.1	QUOTE SUBMISSION	6
3.2	BIDDER RESPONSIBILITY	6
3.3	ANNOUNCEMENT OF QUOTE INFORMATION	6
3.4	QUOTE ERRORS	6
3.5	QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING	6
3.6	QUOTE WITHDRAWAL AFTER QUOTE OPENING, BUT PRIOR TO CONTRACT AWARD	6
3.7	JOINT VENTURE	7
3.8	SMALL BUSINESS SET-ASIDE CONTRACTS	7
3.9	DISABLED VETERANS’ BUSINESS SET-ASIDE CONTRACT	7
3.10	BID SECURITY	7
3.11	BIDDER ADDITIONAL TERMS SUBMITTED WITH THE QUOTE	7
3.12	QUOTE CONTENT	7
3.13	FORMS, REGISTRATIONS AND CERTIFICATIONS TO BE SUBMITTED WITH QUOTE	8
3.13.1	OFFER AND ACCEPTANCE PAGE	8
3.13.2	OWNERSHIP DISCLOSURE FORM	8
3.13.3	DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM	8
3.13.4	DISCLOSURE OF INVESTIGATIONS AND OTHER ACTIONS INVOLVING BIDDER FORM	8
3.13.5	MACBRIDE PRINCIPLES FORM	8
3.13.6	SERVICE PERFORMANCE WITHIN THE UNITED STATES	9
3.13.7	CONFIDENTIALITY/COMMITMENT TO DEFEND	9
3.13.8	SUBCONTRACTOR UTILIZATION PLAN	9
3.13.9	SMALL BUSINESS AND/OR DISABLED VETERANS’ BUSINESS SUBCONTRACTING SET-ASIDE CONTRACT	9
3.13.10	PAY TO PLAY PROHIBITIONS	9
3.13.11	AFFIRMATIVE ACTION	10
3.13.12	EXECUTIVE ORDER 271	10
3.13.13	STATE OF NEW JERSEY SECURITY DUE DILIGENCE THIRD-PARTY INFORMATION SECURITY QUESTIONNAIRE	10
3.14	TECHNICAL QUOTE	10
3.15	MANAGEMENT OVERVIEW	10
3.16	CONTRACT MANAGEMENT	11
3.17	mobilization Plan	11
3.18	ADDITIONAL PLAN	11
3.19	Additional Submittals	11
3.19.1	Policies and procedures	11
3.20	ORGANIZATIONAL EXPERIENCE	11
3.21	LOCATION	11
3.22	ORGANIZATION CHARTS	11
3.23	RESUMES	11
3.24	EXPERIENCE WITH CONTRACTS OF SIMILAR SIZE AND SCOPE	11
3.25	FINANCIAL CAPABILITY OF THE BIDDER	12
3.26	STATE PRICE SHEET INSTRUCTIONS	12
3.27	USE OF “NO BID” VERSUS “NO CHARGE” ON THE STATE-SUPPLIED PRICE SHEET	12
3.28	cash disounts	13
3.29	additional credit card terms	13
4	SCOPE OF WORK – REQUIREMENTS OF THE CONTRACTOR	14
4.1	CONTRACT SPECIFIC TERMS/DEFINITIONS	14
4.2	OBJECTIVES	14
4.3	DISCLAIMERS AND GENERAL INFORMATION	15
4.3.1	SALES Volume	15
4.3.2	state procurement system	15
4.3.3	rebate calculation	15
4.3.4	agency information	15
4.4	PCARD AND TRAVEL CARD ACCEPTANCE	15
4.5	ENROLLMENT AND IMPLEMENTATION	15
4.6	MARKETING	15
4.7	TRAINING AND CONFERENCES	15
4.7.1	Training program	15
4.7.2	training sessions	16
4.7.3	conferences	16
4.8	CUSTOMER SERVICE CALL CENTER	16
4.9	SYSTEM LIMITS AND RESTRICTIONS	16
4.10	PCARD AND TRAVEL CARD REQUIREMENTS	17
4.10.1	card design	17
4.10.2	card issuance	17
4.11	ACCOUNT MAINTENANCE AND CHANGES	17
4.12	DISPUTED TRANSACTIONS	18
4.13	PCARD AND TRAVEL CARD USE	18
4.13.1	liability for use	18
4.13.2	lost and/or stolen cards	18
4.13.3	card termination	18
4.14	REPORTING REQUIREMENTS	18
4.14.1	general reporting requirements	18
4.14.2	specific reports	19
4.14.3	specialized audit reports	19
4.15	TECHNOLOGY REQUIREMENTS	20
4.15.1	system safeguards	20
4.15.2	download interfacing/mapping specfic to Database updating, card account linking and related card acount reporting	20
4.15.3	data mapping – general requirements	20
4.15.4	level 3 transaction data	21
4.15.5	preferred merchant	21
4.16	ELECTRONIC PAYMENT, BILLING AND REPORTING INTERFACE CAPABILITIES	21
4.16.1	BILLING	21
4.16.2	payments	21
4.16.3	Electronic payables	21
4.17	TRANSACTION FEES	22
4.18	REBATES	22
4.18.1	rebate structure	22
4.18.2	rebate checks	22
4.18.3	rebate Check payment options	23
4.19	POLICIES AND PROCEDURES	23
4.20	PROJECT MANAGEMENT PLAN	23
5	GENERAL CONTRACT TERMS	25
5.1	CONTRACT TERM AND EXTENSION OPTION	25
5.2	CONTRACT TRANSITION	25
5.3	PERFORMANCE SECURITY	25
5.4	OWNERSHIP OF MATERIAL	25
5.5	SUBSTITUTION OF STAFF	26
5.6	LIQUIDATED DAMAGES	26
5.7	RETAINAGE	26
5.8	ELECTRONIC PAYMENTS	26
5.9	CONTRACT ACTIVITY REPORT	26
6	DATA SECURITY REQUIREMENTS – CONTRACTOR RESPONSIBILITY	28
6.1	SECURITY PLAN	28
6.1.1	INFORMATION SECURITY PROGRAM MANAGEMENT	28
6.1.2	COMPLIANCE	28
6.1.3	PERSONNEL SECURITY	28
6.1.4	SECURITY AWARENESS AND TRAINING	28
6.1.5	RISK MANAGEMENT	29
6.1.6	PRIVACY	29
6.1.7	ASSET MANAGEMENT	30
6.1.8	SECURITY CATEGORIZATION	30
6.1.9	MEDIA PROTECTION	30
6.1.10	CRYPTOGRAPHIC PROTECTIONS	30
6.1.11	ACCESS MANAGEMENT	31
6.1.12	IDENTITY AND AUTHENTICATION	31
6.1.13	REMOTE ACCESS	31
6.1.14	SECURITY ENGINEERING AND ARCHITECTURE	31
6.1.15	CONFIGURATION MANAGEMENT	31
6.1.16	ENDPOINT SECURITY	31
6.1.17	ICS/SCADA/OT SECURITY	32
6.1.18	INTERNET OF THINGS SECURITY	32
6.1.19	MOBILE DEVICE SECURITY	32
6.1.20	NETWORK SECURITY	32
6.1.21	CLOUD SECURITY	33
6.1.22	CHANGE MANAGEMENT	33
6.1.23	MAINTENANCE	33
6.1.24	THREAT MANAGEMENT	33
6.1.25	VULNERABILITY AND PATCH MANAGEMENT	33
6.1.26	CONTINUOUS MONITORING	33
6.1.27	SYSTEM DEVELOPMENT AND ACQUISITION	34
6.1.28	PROJECT AND RESOURCE MANAGEMENT	34
6.1.29	CAPACITY AND PERFORMANCE MANAGEMENT	34
6.1.30	THIRD PARTY MANAGEMENT	34
6.1.31	PHYSICAL AND ENVIRONMENTAL SECURITY	34
6.1.32	CONTINGENCY PLANNING	35
6.1.33	INCIDENT RESPONSE	35
7	MODIFICATIONS TO THE STATE OF NEW JERSEY STANDARD TERMS AND CONDITION	36
7.1	INSURANCE	36
7.1.1	PROFESSIONAL LIABILITY INSURANCE	36
7.1.2	CYBERsecurity INSURANCE	36
7.1.3	LIMITATION OF LIBAILITY OPTIONS	37
8	QUOTE EVALUATION AND AWARD	38
8.1	RIGHT TO WAIVE	38
8.2	DIRECTOR’S RIGHT TO ACCEPT OR REJECT A QUOTE	38
8.3	RECIPROCITY FOR JURISDICTIONAL BIDDER PREFERENCE	38
8.4	CLARIFICATION OF QUOTE	38
8.5	ORAL PRESENTATION	38
8.6	TIE QUOTES	38
8.7	STATE'S RIGHT TO INSPECT BIDDER’S FACILITIES	38
8.8	STATE'S RIGHT TO CHECK REFERENCES	38
8.9	EVALUATION CRITERIA	38
8.9.1	TECHNICAL EVALUATION CRITERIA	38
8.9.2	PRICE EVALUATION	39
8.10	QUOTE DISCREPANCIES	39
8.11	NEGOTIATION	39
8.12	BEST AND FINAL OFFER (BAFO)	39
8.13	“REQUEST FOR REVISION” WITHIN NJSTART	40
8.14	POOR PERFORMANCE	40
8.15	RECOMMENDATION FOR AWARD	40
8.16	CONTRACT AWARD	40
9	GLOSSARY	41

ATTACHMENT 1 – State of New Jersey Standard Terms and Conditions (12/13/2021) ATTACHMENT 2 – T1654 Revised Bidder Checklist and Standard Procurement Forms Packet 03/24/2022 ATTACHMENT 3 – T1654 Revised State of New Jersey Security Due Diligence Third-Party Information Security Questionnaire ATTACHMENT 4 – T1654 State of New Jersey Participants ATTACHMENT 5 – T1654 Spend by Agency03/24/2022 iv

INTRODUCTION AND SUMMARY OF THE BID SOLICITATION

This Bid Solicitation is issued by the Department of Treasury, Division of Purchase and Property (Division), Procurement Bureau, on behalf of the State of New Jersey (State) and Tax-Funded Using Agencies (Please refer to Bid Solicitation Section 1.2.2 for a list of participating agencies). Quotes submitted in response to this Bid Solicitation shall be through the State of New Jersey’s eProcurement system, NJSTART. Bidders are advised to thoroughly read all sections of this Bid Solicitation and follow all instructions.

Bidders are strongly encouraged to visit the NJSTART Vendor Support Page, which contains Quick Reference Guides (QRGs), supporting videos, a glossary of NJSTART terms, and helpdesk contact information. Bidders should utilize the QRGs before attempting to submit a Quote through NJSTART. It is the Bidder’s responsibility to ensure that the Quote and attachments have been properly submitted. Inquiries concerning the use of NJSTART may be directed to njstart@treas.nj.gov. The Division will not respond to substantive questions related to the Bid Solicitation or any other Contract via this email address.

PURPOSE AND INTENT

The purpose of this Bid Solicitation is to solicit Quotes from financial institutions to provide the State with a Purchasing Card (PCARD) and Travel Card Program that will reduce expenditures in the purchasing and accounts payable functions.

It is the intent of the State to award a Contract to that responsible Bidder whose Quote, conforming to this Bid Solicitation is most advantageous to the State, price and other factors considered. The State may award any or all price lines. The State, however, reserves the right to separately procure individual requirements that are the subject of the Contract during the Contract term, when deemed by the Director of the Division (Director) to be in the State’s best interest.

The State intends to award one (1) Contract for all price lines, in accordance with the evaluation criteria set forth in Bid Solicitation Section 8.9.

The State of New Jersey Standard Terms and Conditions (SSTCs) included with this Bid Solicitation will apply to all Contracts made with the State. These terms are in addition to the terms and conditions set forth in this Bid Solicitation and should be read in conjunction with them unless the Bid Solicitation specifically indicates otherwise.

BACKGROUND

This is a re-procurement of the services provided under T1654 Purchasing Card System for State Agencies and Cooperative Purchasing Participants, and a rebid of Bid Solicitation 18DPP00242, previously advertised on July 14, 2018. Bidders interested in reviewing the current Contract/Master Blanket Purchase Order specifications and pricing information may do so by following the instructions below. Bidders should not rely upon or use data or information from the contract when preparing a response to this Bid Solicitation as this Bid Solicitation addresses the State’s current requirements.

· Go to: www.njstart.gov

· Select “Active Blankets”

· In the search bar, select “Blankets” from the drop down menu

· Enter T1654 and click “”

· The current Contract list will appear under “Results” statistical Information The New Jersey State Treasurer is the Chief Executive Officer of the Department of the Treasury. Broad financial management authority is vested in this Department, and financial administration is centralized in the Treasury Department. The following three (3) divisions of the Department of the Treasury and each Using Agency will be immediately impacted by this initiative:

A. The Division of Purchase and Property (DPP), which procures goods and services on behalf of State government;

B. The Office of Management and Budget (OMB), and within OMB, the Division of Budget and Accounting, which has traditional budgeting, accounting, and accounts payable responsibilities; and C. The Office of Information Technology (OIT), which oversees the technology infrastructure for the Executive Branch of State government.

The use of the State’s current Program has resulted in the following statistics during the 2021 calendar year:

D. Together, the State and all Using Agencies have maintained approximately 5,944 active P-Cards and Travel Cards;

E. Active P-Cards and Travel Cards have generated approximately 167,000 P-Card and Travel Card transactions, for a total dollar volume of $110,342,264.35; and F. The average transaction amount is $723.00.

The State requires a P-Card and Travel Card System to support the present level of orders with a reasonable growth potential. The State currently procures more than $1.6 billion worth of goods and services annually. Full monthly reporting by the Contractor of agency cost expenditures and itemized transactions are also required to assist in agency control of individual P-Card / Travel Card use.

participating agencies tax-funded agencies The agencies noted below are Tax-Funded, non-executive branch entities, and will also be active participants upon Contract award:

A. Office of Legislative Services (OLS);

B. Judiciary Branches of State Government;

C. Authorities;

D. Boards;

E. Commissions;

F. Counties;

G. Municipalities; and H. State funded colleges and universities.

interagency coordinating committee (ICC) agencies The agencies noted below have the option, at their own discretion, to participate in the P-Card Program, upon Contract award:

A. Port Authority of New York and New Jersey;

B. New Jersey Turnpike Authority;

C. Delaware River Port Authority;

D. South Jersey Transportation Authority;

E. New Jersey Meadowlands Commission;

F. New Jersey Water Supply Authority;

G. New Jersey Pinelands Commission;

H. Delaware River Joint Toll Bridge Commission;

I. New Jersey Transit;

J. Burlington County Bridge Commission;

K. New Jersey Economic Development Authority; and L. Palisades Interstate Park Commission.

CONTRACT AMOUNT

The estimated amount of the Contract, if stated, shall not be construed as either the maximum or minimum amount which the State shall be obliged to order.

ORDER OF PRECEDENCE OF CONTRACTUAL TERMS

The Contract awarded, and the entire agreement between the parties, as a result of this Bid Solicitation shall consist of: (1) the final Bid Solicitation, (2) the State of New Jersey Standard Terms and Conditions, (3) the Quote, and if applicable (4) any Bidder responses to clarifications; (5) a Bidder’s Best and Final Offer, (6) other negotiated document, and/or (7) third party document. In the event of a conflict in the terms and conditions among the documents comprising this Contract, the order of precedence, for purposes of interpretation thereof, listed from highest ranking to lowest ranking as noted above.

Any other terms or conditions, not included with the Bidder’s Quote and accepted by the State, shall not be incorporated into the Contract awarded. Any references to external documentation, included those documents referenced by a URL, including without limitation, technical reference manuals, technical support policies, copyright notices, additional license terms, etc., are subject to the terms and conditions of the Bid Solicitation and the State of New Jersey Standard Terms and Condition. In the event of any conflict between the terms of a document incorporated by reference the terms and conditions of the Bid Solicitation and the State of New Jersey Standard Terms and Conditions shall prevail.

INTRASTATE COOPERATIVE PURCHASING

The State intends to extend the Contract awarded to the State's Intrastate Cooperative Purchasing Participants. Although the State is making the use of any Contract resulting from this Bid Solicitation available to Intrastate Cooperative Purchasing Participants, the State makes no representation as to the acceptability of the Bid Solicitation’s terms and conditions to any Intrastate Cooperative Purchasing Participants.

If a Contractor makes any sales to Intrastate Cooperative Purchasing Participants pursuant to the awarded Contract, the Contractor agrees to the remit the Supplier Convenience Fee in the amount of one percent (1%) of all Net Purchases made by Cooperative Purchasing Participants to Periscope Holdings, Inc. (Periscope).

A. Supplier Convenience Fee - For all purchases made by Intrastate Cooperative Purchasing Participants under the Contract, the Vendor shall remit the Supplier Convenience Fee in the amount of one percent (1%) of all Net Purchases to Periscope Holdings, Inc. (Periscope).

B. Remittance of the Supplier Convenience Fee - On a quarterly basis, the Vendor shall remit the Supplier Convenience Fee via Automated Clearing House (ACH) transactions directly to Periscope using the NJSTART Reconciler module. The remittance shall be made no later than thirty (30) calendar days after the end of each calendar quarter. The calendar quarters will end March 31, June 30, September 30, and December 31. Failure to remit the Supplier Convenience Fee timely and accurately may result in Vendor’s goods and services being made ineligible for purchase through the NJSTART Marketplace module by Intrastate Cooperative Purchasing Participants.

C. Catalog Enablement - The Vendor shall cooperate with the State and/or Periscope as requested to upload catalog items and pricing consistent with the awarded Contract to the NJSTART Marketplace module. Vendor shall only upload a catalog containing items awarded.

D. Quarterly Sales Reporting - The Vendor shall submit a Sales Report documenting all sales made to Intrastate Cooperative Purchasing Participants. The Sales Report shall be submitted directly to Periscope using the NJSTART Reconciler module no later than thirty (30) calendar days after the end of each calendar quarter. The calendar quarters will end March 31, June 30, September 30, and December 31. The Sales Report must contain the following information:

· Complete and accurate details of all sales, credits, returns, refunds, and the like for the reporting quarter;

· Purchasing entity;

· Total of Supplier Convenience Fee amount due for the reporting quarter;

· Such other information as the State may reasonably request; and

· If no sales were made to State during the reporting quarter, then a report shall be submitted showing zero sales and zero Supplier Convenience Fee due.

E. Retention and Inspection of Records and Audit - The Vendor shall keep records of sales made to Intrastate Cooperative Purchasing Participants in sufficient detail to enable the State to determine the Supplier Convenience Fee payable by the Vendor. The State and/or Periscope may examine and audit, at its own expense, Vendor’s sales records and Sales Reports for completeness and accuracy. If such examination reveals underpayment of the Supplier Convenience Fee, the Vendor shall immediately pay to Periscope the amount of deficiency. If the examination reveals an underpayment of 5% or more, then the Vendor shall reimburse the State and/or Periscope for the cost of the audit.

PRE-QUOTE SUBMISSION INFORMATION

The Bidder assumes sole responsibility for the complete effort required in submitting a Quote and for reviewing the Quote submission requirements and the scope of work requirements.

ELECTRONIC QUESTION AND ANSWER PERIOD

The Division will electronically accept questions and inquiries from all potential Bidders via the “Q&A” Tab of the Bid Solicitation in NJSTART. Questions should be directly tied to a Bid Solicitation Section, the Price Sheet, Form or Attachment; and should reference the specific Bid Solicitation Section or document to which it relates.

The cut-off date for electronic questions and inquiries relating to this Bid Solicitation is indicated on the Bid Solicitation cover page. In the event that questions are posed by Bidders, answers to such questions will be issued by Bid Amendment.

A Bidder shall not contact the Using Agency and/or the Procurement Specialist directly, in person, by telephone or by e-mail, concerning this Bid Solicitation, prior to Contract award.

EXCEPTIONS TO THE STATE OF NJ STANDARD TERMS AND CONDITIONS (SSTC)

Questions regarding the State of New Jersey Standard Terms and Conditions and exceptions to mandatory requirements MUST be posed during the Electronic Question and Answer period and shall contain the Bidder’s suggested changes and the reason(s) for the suggested change(s).

BID AMENDMENTS

In the event that it becomes necessary to clarify or revise this Bid Solicitation, such clarification or revision will be by Bid Amendment. Any Bid Amendment will become part of this Bid Solicitation and part of any Contract awarded. Bid Amendments will be posted as a file attachment on the “Summary” page of the Bid Solicitation in NJSTART after the cut-off date.

There are no designated dates for release of Bid Amendments. Those Bidders who are on the bid holder list either through commodity code registration in NJSTART or by acknowledging the bid in NJSTART should receive notification of any Bid Amendment(s). If a Bidder is not on the bid holder list, Bid Amendments are still viewable on the “Summary” page of the Bid Solicitation in NJSTART.

It is the sole responsibility of the Bidder to be knowledgeable of all Bid Amendments related to this procurement. An interested Bidder should check the NJSTART “Open Bids” Tab on a daily basis to ensure review of the most updated information.

MANDATORY/OPTIONAL SITE VISIT

Not applicable to this procurement.

OPTIONAL PRE-QUOTE CONFERENCE

The date and time of the Optional Pre-Quote Conference is indicated on the Bid Solicitation cover sheet. Attendees may attend the Optional Pre-Quote Conference with the following call-in details:

Click here to join the meeting

If the above link does not work, copy and paste the below link in your computer browser:

https://teams.microsoft.com/l/meetup-join/19%3ameeting_ODhkYmFlMWUtMzk3OC00NWY3LWI4NGItOGQ2MjQwMThhMTYy%40thread.v2/0?context=%7b%22Tid%22%3a%225076c3d1-3802-4b9f-b36a-e0a41bd642a7%22%2c%22Oid%22%3a%22ae5e4548-6959-4d18-9268-c4411d373de0%22%7d

You can also dial in using your phone:

Dial In-Number United States: +1-856-338-7074 Phone Conference ID: 487 170 824#

The Optional Pre-Quote Conference may be recorded.

The purpose of the Optional Pre-Quote Conference is to address procedural questions regarding the Bid Solicitation and Bidder Quote Submission Requirements only. No substantive questions regarding the Bid Solicitation Scope of Work will be accepted or answered during the pre-Quote conference. All questions are to be submitted during the Electronic Question an Answer Period.

PRE-QUOTE DOCUMENT REVIEW

Not applicable to this procurement.

QUOTE SUBMISSION REQUIREMENTS – REQUIREMENTS OF THE BIDDER

QUOTE SUBMISSION

In order to be considered for award, the Quote must be received electronically by the Division’s Proposal Review Unit through NJSTART, by the required date and time.

The date and time of the Quote opening are indicated on the Bid Solicitation cover sheet and on the “Summary” Tab of the Bid Solicitation webpage within NJSTART. If the Quote opening deadline has been revised, the new Quote opening deadline will be shown on the posted Bid Amendment and on the “Summary” Tab of the Bid Solicitation webpage within NJSTART. Quotes not received prior to the Quote opening deadline shall be rejected.

Quotes will be publicly opened and announced by telephone conference on the date and time of the quote opening.

(Dial-in phone number: 888-204-5984 / Access code: 2602305)

When submitting a Quote through NJSTART, do not use any symbols (i.e., #, @, $, &, *) in the filename as this may prevent the Quote from being properly uploaded. Uploaded files must be compatible with Microsoft Office and/or Adobe software applications. DO NOT UPLOAD files with extensions such as .zip, .numbers, or .pages.

When uploading the documents to NJSTART, the Bidder should select the “Confidential” option in NJSTART for attachments on the “Attachments” Tab to request that the documents not be displayed publicly through NJSTART. Marking an attachment as "Confidential" in NJSTART shall not constitute the Bidder's designation of the attachment as exempt from public disclosure under the New Jersey Open Public Records Act (OPRA), N.J.S.A. 47:1A-1 et seq., or the common law right to know.

BIDDER RESPONSIBILITY

The Bidder assumes sole responsibility for the complete effort required in submitting a Quote in response to this Bid Solicitation. No special consideration will be given after Quotes are opened because of a Bidder’s failure to be knowledgeable as to all of the requirements of this Bid Solicitation. The State assumes no responsibility and bears no liability for costs incurred by a Bidder in the preparation and submittal of a Quote in response to this Bid Solicitation or any pre-contract award costs incurred.

ANNOUNCEMENT OF QUOTE INFORMATION

On the date and time Quotes are due under the Bid Solicitation, all information concerning the Quotes submitted may be publicly announced and shall be available for inspection and copying except otherwise noted:

A. Information appropriately designated as proprietary and/or confidential in a Bidder’s Quote shall not be available for inspection and copying; and B. Where negotiation is contemplated, only the names and addresses of the Bidders submitting Quotes will be announced, and the contents of the Quotes shall not be available for inspection and copying until the Notice of Intent to Award is issued by the Director.

QUOTE ERRORS

In accordance with N.J.A.C. 17:12-2.11 “Proposal errors,” a Bidder may withdraw its Quote as described below.

QUOTE WITHDRAWAL PRIOR TO QUOTE OPENING

A Bidder may withdraw its Quote submission in NJSTART prior to the Quote opening; however, Bidders should note that while withdrawn NJSTART Quotes…

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