RFP# C000539technical Services Allocation

RFP# C000539Technical Services Allocation

Attachment 18: Technical Proposal Form

When completing the Technical Proposal Content, DO NOT include any pricing information and include the following information in the order enumerated below.

Bidder must provide information which demonstrates that Bidder can successfully undertake and complete a project of the scale and scope set forth in this RFP. The bidder must provide that it has maintained an organization capable of performing the work hereafter described, in continuous operation for at least the past eight (8) years.

Part 1: Organizational Overview (Executive Summary)

In this section please include the following:

The name and address of the Bidder’s main and branch offices and the name of the senior officer who will be responsible for this account;
A concise description of the Bidder’s understanding of the requirements presented in the RFP, ITS’ needs, approach, and how the Bidder can assist ITS in accomplishing its objectives;
A succinct statement outlining corporate/business history including a general mission statement, the overall number of employees per position, and other general information about the firm in support of the Bidder’s representation that it has maintained an organization capable of performing the work specified herein this RFP, in continuous operation for at least the past eight (8) years and that it has provided services comparable to the Project Services outlined in this RFP continuously during said period;
Complete the table provided in Attachment 31 entitled, “Customer Placements by Organization”, in accordance with the instructions contained therein, indicating the overall number of new customer placements the Bidder has fulfilled annually in each of the last five (5) year time periods (i.e., 6/1/2013 – 5/31/2018) and of those amounts how many were placed in:

a)Federal governmental agencies,

b)NYS governmental agencies,

c)NYC governmental agencies,

d)Health and Human Services Organizations, or

e)Other (i.e., NYS local governmental agencies [other than NYC], other states’ state and local governmental agencies, and private industry customers).

Complete the table provided in Attachment 32 entitled, “Customer Placements by Job Title”, in accordance with the instructions contained therein, indicating, by Job Title, the overall number of new customer placements the Bidder has fulfilled annually in the each of the last five (5) year time periods (i.e., 6/1/2013 – 5/31/2018) (use the job titles and associated descriptions in RFP, Appendix L in developing the table).If a placement(s) was for a technical professional position not listed in the table but falls within the scope of Appendix L, include the placement under the category “Other”.
A description of the activities the Bidder is proposing to undertake to begin serving ITS as a client if selected in response to this RFP.
A statement specifying its agreement to and, as applicable, explain how it will:

a)Maintain an adequate organizational structure and resources sufficient to discharge its contractual responsibilities including monitoring and completing of deliverables, invoicing, billing and personnel issues.

b)Provide for normal day-to-day communications and maintain a Contractor Sole Point of Contact (Contract Manager) for proper communication and performance of all contractual responsibilities.

c)Substitute any employee whose continued presence would be detrimental to the success of the State’s efforts with an employee of equal or better qualifications.

d)Attend meetings as needed relating to Contract performance.

e)Cooperate fully with State’s staff, its advisors and any other contractors and/or subcontractors who may be engaged by the State relative to the Services.

Part 2: Bidder Qualifications

Per RFP Section 2.2, Bidders must meet the minimum qualification as set forth in RFP section 2.2.1. To evidence that the Bidder meets or exceeds said qualifications, the Bidder must complete and submit Attachment 20 entitled Minimum Bidder Qualifications.”

Part 3: Key Subcontractors

Corporate/Business Background of Subcontractor

At this part of its Technical Proposal, the Bidder must identify all Key Subcontractors, if any, that the Bidder will be subcontracting with to provide Project Services. For each Key Subcontractor identified, the Bidder should complete the information below,

If the Bidder will not be subcontracting with any Key Subcontractor(s) to provide Project Services, the Bidder should provide a statement to that affect at this part of its Technical Proposal.

Note:copy and complete this section for each subcontractor proposed

Subcontractor Firm/Company Information

Firm Name
Firm Address
Subcontractor’s Legal Form /  Corporation  Partnership  Sole Proprietorship
 Other
Parent Company
Affiliates
Other Locations/
Branches (if any)

Subcontractor’s Primary Contact

Name, Title
Address
Email Address
Telephone Number

Subcontractor Profile

Description of the company’s corporate profile core business
Service Offerings / Description of service / Year(s) service was provided (ex. 2005 to present)

History of Working with Proposed Subcontractor

If sub-contractors are part of the Bidder’s Proposal, prior engagement descriptions may include engagements conducted by the subcontractor(s). The description of Bidder's prior experience shall include information about its history working with the proposed subcontractors (e.g., nature of relationship, number of engagements worked together, duration of engagements, budget of engagement, percent split between firms).

Number of engagements worked together:
Engagement 1 - Describe
nature of relationship / Start Date / End Date / Engagement budget / Number and type of staff involved / Percent budget split between firms
Engagement 2 - Describe
nature of relationship / Start Date / End Date / Engagement budget / Number and type of staff involved / Percent budget split between firms
Engagement 3 - Describe
nature of relationship / Start Date / End Date / Engagement budget / Number and type of staff involved / Percent budget split between firms

Part 4: Project Overview

The Project Overview shall be in the form of a narrative description of the concise process that the Bidder proposes be used when the State solicits candidates to perform Services via the issuance of a PRD. The process must detail the elapsed time between each step of the process. In addition, the Bidder must describe the process it will utilize to:

•Identify potential candidates and validate that the potential candidate’s experience/expertise meets the requires of the position for which services are being sought via the PRD;

•supplement the Bidder’s resume pool if desired candidates are not available for a current PRD;

•rapidly replace a Consultant(s) when the State finds that the Consultant is unacceptable or is otherwise unable to perform the tasks set out in a PRD; and

•monitor the work performance of a Contractor supplied Consultant(s).

Part 5: Contractor’s Contract Manager

At this part of its Technical Proposal specify the individual that the Bidder is proposing to serve as the Contractor’s Sole Point of Contact. The designated Contract Manager shall serve as the Contractor’s representative and the State’s prime contact with regard to all provisions of the Contract, including certifying the accuracy of all Contractor invoices prior to their submission to the State, including Consultant travel reimbursement related invoices, if any. The designated Contract Manager shall be named in the Technical Proposal, with a resume for said individual provided. During the term of the Contract no substitute shall be appointed by the Contractor without the prior written approval of the State. The Contractor’s Contract Manager shall not be a direct billable service.

Part 6: Bidder References

See Attachment 21- Bidder References

Part 7: Consultant Profile

At this part of its Technical Proposal, the Bidder must complete Attachment 33 entitled “Consultant Profile” for three (3) individuals that the Bidder has placed with a client(s) for each of the following Job Titles/Job Levels: Business Analyst - Level III, Architect – Level III and Program Manager – Level III. The individuals must have either been placed within the past two years or earlier. If earlier, the individual must have been providing services for the client at some point during the past two years (e.g., individual was placed four [4] years ago, and continued providing service over the next three [3] years). IT IS THE STATE’S EXPECTATION AND THE BIDDER IS REQUIRED TO AFFIRM THAT IF THE INDIVIDUALS IDENTIFIED BY THE BIDDER WERE AVAILABLE FOR PLACEMENT WITH THE STATE, THAT THE BIDDER WOULD MAKE THEM AVAILABLE TO THE STATE AT A BEST AND FINAL HOURLY RATE NOT MORE THAN THE BIDDER’S QUOTED NOT-TO-EXCEED HOURLY RATE FOR THE JOB TITLE/JOB LEVEL.