T2327 Optional Pre-Quote Conference~3.pptx

Optional Pre-Quote Conference

T2327 - Defined Contribution Retirement Program Administration Services: NJ State Employees Deferred Compensation Plan (NJSEDCP) and NJ Defined Contribution Retirement Program (NJDCRP)

Bid Solicitation: 26DPP01201 Q&a due by 2pm January 5, 2026 Quotes due by 2pm February 20, 2026

WELCOME & INTRODUCTIONS

Please sign in by entering your name, company, and email in the Microsoft Teams chat window.

A list of attendees and these slides will be posted to NJSTART.

Please identify yourself and the firm you represent prior to asking a question.

Please make sure you are registered in NJSTART, and that your contact information remains current.

NJSTART Vendor email support: njstart@treas.nj.gov NJSTART Vendor phone support – (609) 341-3500 Staffed Monday to Friday 8:30 a.m. to 4:30 p.m.

https://www.state.nj.us/treasury/purchase/vendor.shtml

PURPOSE & GENERAL INFORMATION

The purpose of this conference is to address procedural questions only regarding the Bid Solicitation and Quote submission requirements.

No questions relating to the Scope of Work or the services or products required in the Bid Solicitation will be addressed. Vendors should utilize the Q&A Tab of the Bid Solicitation in NJSTART to submit those questions electronically.

This is also an opportunity for potential Vendors to partner with other potential Vendors and/or meet small, woman-owned, minority-owned, veteran-owned, and disabled veteran-owned businesses.

The Bid Solicitation will be reviewed section by section with procedural questions being entertained on that basis.

BID SOLICITATION AT A GLANCE

Cover page: Submission dates and set-aside requirements Section 1: Introduction and Summary of the Bid Solicitation Section 2: Pre-Quote Submission Information e-Q&A, exceptions to the SSTC, Bid Amendments) Section 3: Section 3: Quote Submission Requirements (forms, technical response, State-Supplied Price Sheet Instructions)

Review Section 3 in its entirety for additional Quote-Specific Submission Requirements Bidders shall submit:

Ownership Disclosure Form, Section 3.13.2 Subcontractor Utilization Plan, Section 3.13.8 Technical Quote, Section 3.14 State of NJ Technical Questionnaire, Section 3.14.1 Management Overview, Section 3.15 Mobilization Plan, Section 3.18 Minimum Bidding Requirements, Section 3.20 State-Supplied Price Sheet, Section 3.26

Review Section 3 in its entirety for additional Quote-Specific Submission Requirements Required Prior to Contract Award:

Affirmative Action Compliance, Section 3.13.10 Business Registration, Section 3.13.13

Section 4: Scope of Work Section 5: General Contract Terms Section 6: Data Security Requirements Section 7: Modifications to the State of New Jersey Standard Terms and Conditions (SSTC) Section 8: Quote Evaluation and Award Section 9: Glossary Attachment 1: State of New Jersey Standard Terms and Conditions

PRICE SHEET PITFALLS

Complete all required price lines on the State-Supplied Price Sheet pursuant to the Bid Solicitation instructions or Quote may be deemed non-responsive. Indicate “no charge” if the cost is $0. Do not leave any price line blank.

The State-Supplied Price Sheet must be completed in its entirety with no lines added or removed, or include additional language, assumptions or fees.

Do not make formatting changes to the State-Supplied Price Sheet. If the price line requires a dollar amount, don’t change it to a percentage, or vice versa. If the price line includes 2 decimal places, don’t change the settings to allow 4 decimals.

Confirm that you have completed all tabs on the State-Supplied Price Sheet.

Confirm you have completed the proper version of the State-Supplied Price Sheet; it may have been revised via Bid Amendment.

Submitting a State-Supplied Price Sheet in a format other than the supplied Excel document can lead to a price sheet being deemed non-responsive when the information in a cell cannot be confirmed by the Bureau.

HELPFUL TIPS & REMINDERS

Review Bid Solicitation in its entirety and submit any questions prior to the deadline including exceptions to the SSTC. Updated documents will be posted in NJSTART and should be reviewed as posted.

Submit Quotes on time addressing all mandatory requirements (designated by “shall”) including forms. Quotes missing mandatory requirements may be deemed non-responsive. Not submitting requested information (“should”) may impact the technical evaluation score.

Be advised that this is NOT a Waiver or Delegated Purchasing Authority (“DPA”) procurement. The Quote may not be emailed, faxed, or hand-delivered. The Quote may only be submitted through NJSTART.

Do not select “No Bid” on the NJSTART “General Tab” unless you are not intending to submit a bid. Your bid will not appear in the Bid Tab if this option is selected.

OTHER HELPFUL TIPS

Examples of additional language the may deem a quote non-responsive:

Vendor accepts all terms and conditions of this Bid Solicitation with the following additional language: Section X - Agree, as it applies to changes that impact administrative fees as outlined in this provision, provided that Vendor reserves the right to modify Contracted Terms based on changes by the State.

Vendor’s Quote is only valid for XX days.

Vendor reserves the right to charge additional fees for services that require extensive time and effort.

This Quote is a nonbinding expression of interest only and is not intended to create a binding commitment on either party unless and until a definitive agreement has been executed between the parties.

This Quote may include statements regarding plans for future products and services, or future versions of existing products and services. Any such statements are provided solely for your general information and are not part of this Quote unless specifically stated in writing in this Quote.

THANK YOU FOR ATTENDING

Q&a due by 2pm January 5, 2026 Quotes due by 2pm February 20, 2026 image6.tmp image7.tmp image8.png image2.png image3.png image4.png image5.png