Mecklenburg County, North Carolina
Procurement Division
Request for Proposal #000000XX
Issued on [DATE]
NAME OF SOLICITATION
Mecklenburg County, located in the State of North Carolina, is seeking proposals from
qualified vendors to perform [DESCRIPTION OF SERVICES] for its [REQUESTING
DEPARTMENTS]. We invite you to respond to this RFP based on your organization’s
current capability to perform these services and maintain the described level of service
throughout the contract period.
Award of a contract to provide these services will be made to one vendor on a competitive
basis following the process, terms and conditions as described in this document. Please
read this document carefully.
DUE DATE:
No later than [TIME] on [DATE].
RFP NUMBER:
[INSERT #]
ACCEPTANCE PLACE: All responses must be submitted by the due date in both of
the following ways:
1) Electronic – submitted via www.meckprocure.com; and
2) Hard Copy – submitted to the mailing address included
in Section 1.2.
The Required Forms for this RFP in Microsoft Word format will be provided upon
request.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
Procurement Division
Request for Proposal (RFP) Checklist:
☐
Mail, fax or email the RFP Acknowledgement Form using the contact information
provided in Section 1.2.
☐
Verify proposal includes all information requested and is organized as directed in
the RFP. Failure to do so may result in the County, at its sole discretion, deeming
the proposal non-responsive to the requirements of this RFP.
☐
Verify all Required Forms have been completed in their entirety and are included
with your proposal.
☐ M/W/SBE
☐ Pricing Proposal
☐ RFP Acknowledgement
☐ RFP Proposal Affidavit
☐ RFP Proposal Submission
☐ Service Requirements
☐ Vendor References
☐ Vendor Profile
☐
Submit one (1) electronic copy of your proposal at www.meckprocure.com.
☐
Submit one (1) copy of your proposal by mail to the address provided above.
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
Table of Contents
1.
2.
Introduction. ................................................................................................................ 5
1.1.
Purpose. ................................................................................................................ 5
1.2.
Contact Information. ............................................................................................ 5
1.3.
Accuracy of RFP and Related Documents. .......................................................... 5
1.4.
County’s Rights and Options. .............................................................................. 5
1.5.
Expense of Submittal Preparation. ....................................................................... 6
1.6.
Proposal Conditions. ............................................................................................ 6
1.6.1.
RFP Not an Offer. ....................................................................................... 6
1.6.2.
Right to Terminate Discussions. ................................................................ 6
1.6.3.
Representation as to Accuracy and Completeness of Proposal. ............. 7
1.6.4.
E-Procurement System Registration. ........................................................ 7
1.6.5.
County Terms and Conditions................................................................... 7
1.6.6.
Trade Secrets/Confidentiality. ................................................................... 7
1.6.7.
Prohibited Discrimination. ......................................................................... 8
1.6.8.
Statutory Requirements. ............................................................................ 8
1.6.9.
Reservation of Right to Change Schedule. ............................................... 8
1.6.10.
Reservation of Right to Amend RFP. .................................................... 8
1.6.11.
Additional Evidence of Ability. .............................................................. 9
1.6.12.
No Collusion or Conflict of Interest....................................................... 9
1.6.13.
Proposal Terms Firm and Irreversible. ................................................ 9
1.6.14.
Proposal Binding for 180 Days............................................................... 9
1.6.15.
MWSBE Programs. ................................................................................. 9
1.6.16.
Subcontracting....................................................................................... 10
1.6.17.
Equal Opportunity. ............................................................................... 10
1.6.18.
Use of County’s Name. .......................................................................... 10
1.6.19.
Withdrawal for Modification of Proposals. ........................................ 10
1.6.20.
No Bribery. ............................................................................................. 10
1.6.21.
Exceptions to the RFP. .......................................................................... 10
1.6.22.
Fair Trade Certifications. ..................................................................... 11
1.6.23.
Clarification of Ambiguities. ................................................................ 11
1.6.24.
Vendor’s Obligation to Fully Inform Themselves. ............................. 11
1.6.25.
Disclaimer. ............................................................................................. 11
SCHEDULE AND PROCESS. ................................................................................. 12
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
3.
4.
2.1.
Intent to Propose................................................................................................. 12
2.2.
Interpretations and Addenda. ............................................................................. 12
2.3.
Pre-Proposal Conference. ................................................................................... 13
2.4.
Submission of Proposals. ................................................................................... 13
2.5.
Proposal Format. ................................................................................................ 13
2.6.
Proposal Content. ............................................................................................... 14
2.6.1.
Cover Letter. ............................................................................................. 14
2.6.2.
Executive Summary. ................................................................................. 14
2.6.3.
Background and Experience. ................................................................... 14
2.6.4.
Proposed Solution. .................................................................................... 14
2.6.5.
Required Forms. ....................................................................................... 15
2.6.6.
Exceptions to the RFP. ............................................................................. 15
2.7.
Proposal Provisions. ........................................................................................... 15
2.8.
Correction of Errors. .......................................................................................... 15
2.9.
Evaluation........................................................................................................... 15
2.10.1.
Qualifications, Experience and Approach. ......................................... 16
2.10.2.
Financial Qualifications. ....................................................................... 16
2.10.3.
Cost Effectiveness and Value. .............................................................. 16
2.10.4.
Acceptance of the Terms of the Contract............................................ 16
2.10.5.
Interviews. .............................................................................................. 17
VENDOR FINANCIAL INFORMATION. ............................................................. 18
3.1.
County Methodology.......................................................................................... 18
3.2.
Guarantor. ........................................................................................................... 18
3.3.
Requests for Financial Information. ................................................................... 19
SCOPE OF SERVICES. ........................................................................................... 21
4.1.
About the County. .............................................................................................. 21
4.2.
Services Sought. ................................................................................................. 21
4.3.
Current Provision of Services. ........................................................................... 21
4.4.
Volume Information. .......................................................................................... 21
4.5.
Service Level Information. ................................................................................. 21
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 1
INTRODUCTION
1. INTRODUCTION.
1.1. Purpose.
The intent of this Request for Proposal (RFP) is to contract with a [SINGLE
OR MULTIPLE] vendor that best meets the County’s needs for [DESCRIBE
SERVICES].
1.2. Contact Information.
Unless otherwise noted, all correspondence related to this RFP should be sent
to the following:
Mecklenburg County Government Procurement Division
Attention: [INSERT NAME]
3205 Freedom Drive, Suite 101
Charlotte, NC 28208
Email: [INSERT EMAIL ADDRESS]
Fax: 888-295-3379
1.3. Accuracy of RFP and Related Documents.
The County assumes no responsibility for conclusions or interpretations derived
from the information presented in this RFP, or otherwise distributed or made
available during this procurement process. In addition, the County will not be
bound by or be responsible for any explanation, interpretation or conclusions of
this RFP or any documents provided by the County other than those provided
by the County through the issuance of addenda. In no event may a vendor rely
on any oral statement by the County or its agents, advisors or consultants.
Should a vendor find discrepancies or omissions in this RFP or any other
documents provided by the County, the vendor should immediately notify the
County of such potential discrepancy in writing, and a written addendum may
be issued if the County determines clarification necessary. Each vendor
requesting an interpretation will be responsible for delivering such requests to
the County's designated representative as indicated in Section 1.2.
1.4. County’s Rights and Options.
At the County’s sole discretion, the County reserves the right to:

Supplement, amend, substitute or otherwise modify this RFP at any time;

Cancel this RFP with or without the substitution of another RFP;

Take any action affecting this RFP, this RFP process, or the services or
facilities subject to this RFP that would be in the best interests of the
County;

Issue additional requests for information;

Require one or more vendors to supplement, clarify or provide additional
information in order for the County to evaluate the proposals submitted;
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
Conduct investigations with respect to the qualifications and experience of
each vendor;

Waive any defect or irregularity in any proposal received;

Reject any or all proposals;

Share the proposals with County employees other than the evaluation
committee or County advisory committees as deemed necessary;

Award all, none, or any part of the services that is in the best interest of the
County, with one or more of the vendors responding, which may be done
with or without re-solicitation.

Discuss and negotiate with selected vendor(s) any terms and conditions in
the proposals including but not limited to financial terms; and

Enter into any contract deemed by the County to be in the best interest of
the County, with one or more of the vendors responding.
1.5. Expense of Submittal Preparation.
The County accepts no liability for the costs and expenses incurred by the
vendor’s in responding to this RFP. Each vendor that enters the procurement
process shall prepare the required materials and submittals at its own expense
and with the express understanding that the vendor cannot make any claims
whatsoever for reimbursement from the County for the costs and expenses
associated with this process.
1.6. Proposal Conditions.
By choosing to submit a response to this RFP, the vendor acknowledges
acceptance of the following terms and conditions. Vendors are encouraged to
carefully review and understand each of these solicitation conditions and
consult with their legal counsel if appropriate.
1.6.1.
RFP Not an Offer.
This RFP does not constitute an offer by the County. No binding
contract, obligation to negotiate, or any other obligation shall be
created on the part of the County unless the County and the vendor
execute a Contract. No recommendations or conclusions from this
RFP process concerning the vendor shall constitute a right (property
or otherwise) under the Constitution of the United States or under the
Constitution, case law, or statutory law of North Carolina.
1.6.2.
Right to Terminate Discussions.
The vendor’s participation in this process might result in the County
selecting the vendor to engage in further discussions. The
commencement of such discussions, however, does not signify a
commitment by the County to execute a contract or to continue
discussions. The County can terminate discussions at any time and for
any reason.
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1.6.3.
Representation as to Accuracy and Completeness of Proposal.
Each vendor shall make the following representations and warranty in
its proposal cover letter, the falsity of which might result in rejection
of its Proposal: “The information contained in this proposal or any
part thereof, including its exhibits, schedules, and other
documents and instruments delivered or to be delivered to the
County, is true, accurate, and complete. This proposal includes all
information necessary to ensure that the statements therein do not
in whole or in part mislead the County as to any material facts.”
1.6.4.
E-Procurement System Registration.
The County utilizes a Procurement Software System to interact with
vendors. To compete for and be awarded County contracts, vendors
must be registered in the MECKProcure system. Registration is
required to submit a response to this RFP. To register as a vendor,
please visit www.meckprocure.com.
1.6.5.
County Terms and Conditions.
Vendors accept the condition that the County’s terms and conditions
will be used as the basis for any contract awarded from this RFP. A
copy of the County’s terms and conditions is available at
http://charmeck.org/Mecklenburg/county/finance/procurement/pages/home.aspx.
1.6.6.
Trade Secrets/Confidentiality.
Public disclosure of the contents of each vendor’s proposal submitted
in response to this RFP is governed by North Carolina General
Statutes Chapters 132 and 66-152 et. seq. After the due date, all
proposals shall be deemed a public record and made available to the
County’s evaluation committee and the general public (upon request)
unless the material qualifies as “trade secret” information under North
Carolina law.
To designate material as trade secret you must: (a) submit any trade
secrets in a separate, sealed envelope and electronic file, clearly
marked “Trade Secret—Confidential and Proprietary
Information—Do Not Disclose Except for the Purpose of
Evaluating this Proposal,” and (b) include the same trade secret
designation on each page of the trade secret materials contained in the
envelope and on each page of the electronic file.
In submitting a proposal, each vendor agrees that the County may
reveal any trade secret materials contained in such response to all
County staff and County officials involved in the selection process,
and to any outside consultant or other third parties who serve on the
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INTRODUCTION
evaluation committee or who are hired or appointed by the County to
assist in the evaluation process.
Furthermore, each vendor agrees to indemnify and hold harmless the
County and each of its officers, employees, and agents from all costs,
damages, and expenses incurred in connection with refusing to
disclose any material, which the vendor has designated as a trade
secret. Any vendor that designates its entire proposal as a trade
secret may be disqualified.
1.6.7.
Prohibited Discrimination.
The County is committed to promoting equal opportunities for all and
to eliminating prohibited discrimination in all forms. For purposes of
this section, prohibited discrimination means discrimination in the
solicitation, selection, and/or treatment of any subcontractor, vendor,
supplier or commercial customer on the basis of race, ethnicity,
gender, age, religion, national origin, disability or other unlawful form
of discrimination. Without limiting the foregoing, prohibited
discrimination also includes retaliating against any person, business
or other entity for reporting any incident of prohibited discrimination.
It is understood and agreed that not only is prohibited discrimination
improper for legal and moral reasons, prohibited discrimination is also
an anti-competitive practice that tends to increase the cost of goods
and services to the County and others. As a condition of entering into
any contract, the vendor shall represent, warrant and agree that it does
not and will not engage in or condone prohibited discrimination.
Without limiting any rights the County may have at law or under any
other provision of any contract, it is understood and agreed that a
violation of this provision constitutes grounds for the County to
terminate any such contract.
1.6.8.
Statutory Requirements.
Any contract awarded as a result of this RFP shall be in full
conformance with all statutory requirements of North Carolina and all
statutory requirements of the Federal Government, to the extent
applicable.
1.6.9.
Reservation of Right to Change Schedule.
The County shall ultimately determine the timing and sequence of
events resulting from this RFP. The County reserves the right to delay
the closing date and time for any phase if County staff believe that an
extension will be in the best interest of the County.
1.6.10.
Reservation of Right to Amend RFP.
The County reserves the right to amend this RFP at any time during
the process, if it believes that doing so is in the best interests of the
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INTRODUCTION
County. Vendors are required to acknowledge their receipt of each
addenda electronically through MECKProcure.
1.6.11.
Additional Evidence of Ability.
Vendors shall be prepared to present additional evidence of
experience, qualifications, abilities, equipment, facilities, and
financial standing. The County reserves the right to request such
information at any time during the proposal evaluation period for this
RFP.
1.6.12.
No Collusion or Conflict of Interest.
By responding to this RFP, the vendor shall be deemed to have
represented and warranted that the proposal is not made in connection
with any competing vendor submitting a separate response to this
RFP, and is in all respects fair and without collusion or fraud.
1.6.13.
Proposal Terms Firm and Irreversible.
The signed proposal shall be considered a firm offer on the part of the
vendor. The County reserves the right to negotiate price and services.
All proposal responses (including all statements, claims, declarations,
prices and specifications in the proposals) shall be considered firm and
irrevocable for purposes of future contract negotiations unless
specifically waived in writing by the County. The vendor chosen for
award should be prepared to have its proposal and any relevant
correspondence incorporated into the contract, either in part or in its
entirety, at the County's election. Any false or misleading statements
found in the proposal or contract exceptions not included in the
proposal may be grounds for disqualification.
1.6.14.
Proposal Binding for 180 Days.
Each Proposal shall contain a statement to the effect that the proposal
is a firm offer for one-hundred-eighty (180) calendar day period from
the date of the opening. This statement must be signed by an
individual authorized to bind the vendor and include their name, title,
address, and telephone number. All prices quoted shall be firm and
fixed for the full contract period.
1.6.15.
MWSBE Programs.
The MWSBE policy of Mecklenburg County affords maximum
opportunity to compete for and participate in the performance of
contracts issued on behalf of Mecklenburg County. The County
further requires that its vendors agree to take all the necessary and
responsible steps to ensure that minority and small business
enterprises have the maximum opportunity to participate as
subcontractors for County contracts.
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INTRODUCTION
1.6.16.
Subcontracting.
The vendor given contract award shall be the prime contractor and
shall be solely responsible for contractual performance. In the event
of a subcontracting relationship, the vendor shall remain the prime
contractor and will assume all responsibility for the performance of
the services that are supplied by all subcontractors. The County retains
the right to approve all subcontractors.
1.6.17.
Equal Opportunity.
The County has an equal opportunity purchasing policy. The County
seeks to ensure that all segments of the business community have
access to supplying the goods and services needed by County
programs. The County provides equal opportunity for all businesses
and does not discriminate against any vendors regardless of race,
color, religion, age, sex, and national origin or disability.
1.6.18.
Use of County’s Name.
No advertising, sales promotion or other materials of the vendor or its
agents or representatives may identify or reference the County in any
manner absent the prior written consent of the County.
1.6.19.
Withdrawal for Modification of Proposals.
Vendors may change or withdraw their proposals at any time prior to
the proposal due date; however, no oral modifications will be allowed.
Only formal written requests for modifications or corrections of a
previously submitted proposal, which is addressed in the same manner
as the proposal, and received by the County prior to the scheduled
closing time for receipt of proposals, will be accepted. The proposal,
when opened, will then be corrected in accordance with such written
request(s), provided that the written request is contained in a sealed
envelope, which is plainly marked “Modifications to Proposal.”
1.6.20.
No Bribery.
In submitting a response to this RFP, each vendor certifies that neither
it, any of its affiliates or subcontractors, nor any employees of any of
the foregoing has bribed, or attempted to bribe, an officer or employee
of the County in connection with the contract.
1.6.21.
Exceptions to the RFP.
Other than exceptions that are stated in compliance with this section,
each proposal shall be deemed to agree to comply with all terms,
conditions, specifications, and requirements of this RFP. An
“exception” is defined as the vendor’s inability or unwillingness to
meet a term, condition, specification, or requirement in the manner
specified in the RFP. All exceptions taken must be identified and
explained in writing in your proposal and must specifically
reference the relevant section(s) of this RFP. If the vendor provides
an alternate solution when taking an exception to a requirement, the
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INTRODUCTION
benefits of this alternative solution and impact, if any, on any part of
the remainder of the vendor’s solution, must be described in detail.
1.6.22.
Fair Trade Certifications.
By submission of a proposal, the vendor certifies that in connection
with this procurement:
a) The prices have been arrived at independently, without
consultation, communication, or agreement, for the purpose of
restricting competition, as to any matter relating to such prices
with anyone;
b) Unless otherwise required by law, the prices which have been
quoted in its proposal have not been knowingly disclosed by the
vendor and will not knowingly be disclosed by the vendor prior
to opening; and
c) No attempt has been made or will be made by the vendor to
induce any other person or firm to submit or not to submit a
proposal for the purpose of restricting competition.
1.6.23.
Clarification of Ambiguities.
Any vendor believing that there is any ambiguity, inconsistency or
error in this RFP shall promptly notify the County in writing of such
apparent discrepancy. Failure to notify will constitute a waiver of
claim for ambiguity, inconsistency or error.
1.6.24.
Vendor’s Obligation to Fully Inform Themselves.
Vendors or their authorized representatives are expected to fully
inform themselves as to all conditions, requirements and
specifications of this RFP before submitting proposals. Failure to do
so will be at the vendor’s own risk.
1.6.25.
Disclaimer.
Each vendor must perform its own evaluation and due diligence
verification of all information and data provided by the County. The
County makes no representations or warranties regarding any
information or data provided by the County.
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SECTION 2
PROCUREMENT PROCESS
2. SCHEDULE AND PROCESS.
The following chart shows the schedule of events to prepare the vendor’s
proposal. The key events and deadlines for this process are as follows, some of
which are set forth in more detail in the sections that follow:
DATE
EVENT
[DATE]
Issuance of RFP by the County
[DATE]
Request for Proposal Acknowledgement Form
Due
[DATE]
Pre-Proposal Vendor Conference Call (optional)
at 2:00 PM (EST).
[DATE]
For purposes of clarifying this RFP, vendors are
permitted to submit written questions no later than
this date.
[DATE]
County responses to questions posted at
www.meckprocure.com.
[DATE]
Proposals are due no later than 5:00 PM (EST) on
March 20, 2015.
[DATE]
Evaluation of RFP’s
[DATE]
RFP Awarded
[DATE]
Contract Negotiation
[DATE]
Vendor begins providing all lockbox services.
2.1. Intent to Propose.
Please acknowledge receipt of this RFP on or before [DATE] by completing
the RFP Acknowledgement Form in Section 5. Please be sure to complete the
form in its entirety.
2.2. Interpretations and Addenda.
No interpretation or clarification of the meaning of any part of this RFP will be
made orally to any vendor. Vendors must request such interpretations or
clarifications in writing from the County. Requests for information or
clarification of this RFP shall be submitted through MECKProcure.
The Procurement Division reserves the right, based on availability of time to
research and communicate an answer, to decide whether an answer can be
provided. Responses to vendor questions and any addenda will be posted to this
solicitation at www.meckprocure.com and accessible to any vendor that
indicated their intent to bid on this proposal by the date specified.
The County reserves the right to disqualify any vendor who contacts a County
official, employee, or agent concerning this RFP other than in accordance with
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PROCUREMENT PROCESS
this section. Nothing in this section shall prohibit the County from conducting
discussions with vendors after the proposal due date.
2.3. Pre-Proposal Conference.
A [MANDATORY/NON-MANDATORY] pre-proposal conference will be
conducted on [DATE]. The meeting will be held at [INSERT LOCATION
HERE]. The meeting can be accessed by phone by dialing [INSERT #] and
entering conference ID#[ENTER #]. If special accommodations are required
for attendance, please notify the County representative indicated in Section 1.2
in advance of the date and time above and identify the special
accommodation(s) required.
2.4. Submission of Proposals.
Proposals shall adhere to the format requirements of this section and must be
submitted electronically at www.meckprocure.com and by mail. One (1)
unbound original hard copy proposal signed in ink by a company official
authorized to make a legal and binding offer along with the corporate seal must
be mailed to address provided in Section 1.2.
Both the electronic and unbound original hard copy proposals shall be
submitted by the due date and time. The RFP number must be clearly shown
on the outside of all envelopes. When received, all proposals and supporting
materials, as well as correspondence relating to this RFP, shall become the
property of the County.
Do not arrive onsite on the proposal due date for the purposes of reviewing your
competitor’s proposals. The proposals will not be read aloud or made available
to inspect or copy until any trade secret issues have been resolved.
Proposals sent by fax or email will not be accepted.
2.5. Proposal Format.
The County desires all proposals to be identical in format in order to facilitate
comparison. While the County’s format may be a departure from the vendor’s
preference, the County requires strict adherence to the format. Proposals are to
be compatible with the County's in-house office paper program and waste
reduction goals and policies. Therefore, it is desired that all responses meet the
following requirements:




All Proposals shall be 8 1/2" x 11" format with all standard text no smaller
than eleven (11) points;
All copies must be printed double-sided;
All Proposals and copies are printed on recycled paper (at least 10% postconsumer recovered material and at least 30% total recovered material), and
indicate this information accordingly on the response;
Unless absolutely necessary, all proposals and copies should minimize or
eliminate use of non-recyclable or non-reusable materials such as three ring
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
binders, plastic report covers, plastic dividers, vinyl sleeves, and GBC
binding. Glued materials, paper clips, and staples are acceptable; and
Materials must be submitted in a format that allows for easy removal and
recycling.
Vendors are required to organize the information requested in this RFP in
accordance with the format outlined. Failure of the vendor to organize the
information required by this RFP as outlined may result in the County, at
its sole discretion, deeming the proposal non-responsive to the
requirements of this RFP. The vendor, however, may reduce the repetition
of identical information within several sections of the proposal by making
the appropriate cross-references to other sections of the proposal.
Appendices for certain technical or financial information may be used to
facilitate proposal preparation.
2.6. Proposal Content.
2.6.1.
Cover Letter.
The proposal must include a letter of transmittal attesting to its
accuracy, signed by an individual authorized to execute binding legal
documents on behalf of the vendor. The cover letter shall provide the
name, address, telephone and facsimile numbers of the vendor along
with the name, title, address, telephone and facsimile numbers of the
executive that has the authority to contract with the County. The cover
letter shall present the vendor's understanding of the project, a
summary of the approach to be undertaken to perform the services, as
well as a summary of the costs to provide the services.
2.6.2.
Executive Summary.
The vendor shall submit an executive summary, which outlines its
proposal, including the proposed general management philosophy.
The executive summary shall, at a minimum, include an identification
of the proposed project team, responsibilities of the project team, and
a summary of the proposed services. This section should highlight
aspects of this proposal, which make it superior or unique in
addressing the needs of the County.
2.6.3.
Background and Experience.
The vendor shall provide a concise description of the company,
including origin, state of incorporation, background, and current size
as requested in Section 5. Include information concerning general
organization and staffing as well as experience with similar projects
as described in Section 3.
2.6.4.
Proposed Solution.
Given the purpose of this project and the County's goals as stated in
this RFP, provide a creative solution to meet such goals. Describe your
proposed solution in detail. For each requirement of the project listed
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PROCUREMENT PROCESS
in Section 3, state whether your proposed solution complies and
provide a description of how the proposed solution complies as well
as any additional information requested. If you wish to add
supplemental information, it shall be labeled “Supplemental
Information.”
2.6.5.
Required Forms.
To be deemed responsive to this RFP, vendors must complete in
detail, all proposal forms listed in Section 5.
2.6.6.
Exceptions to the RFP.
Exceptions must be submitted in accordance with Section 1.5.19 of
this RFP. If exceptions are not identified in your proposal they may
not be considered during contract negotiation and could result in
proposal being rejected from further consideration. If legal council
needs to review the contract before your company can sign, reviews
must be completed before your proposal is submitted.
2.7. Proposal Provisions.
 The County does not guarantee the activity levels indicated in this proposal
will continue at the same level during the award period.

In addition to the evaluation criteria, all services will be evaluated on
availability, time schedules and reporting capabilities.
2.8. Correction of Errors.
The person signing the proposal must initial erasures or other corrections in the
proposal. The vendor further agrees that in the event of any obvious errors, the
County reserves the right to waive such errors in its sole discretion. The County,
however, has no obligation under any circumstances to waive such errors.
2.9. Evaluation.
As part of the evaluation process, the evaluation committee may engage in
discussions with any vendor. Discussions might be held with individual vendors
to determine in greater detail the vendor’s qualifications, to explore with the
vendor the scope and nature of the required contractual services, to learn the
vendors proposed method of performance and the relative utility of alternative
methods, and to facilitate arriving at a contract that will be satisfactory to the
County.
The County may in its discretion require one or more vendors to make
presentations to the evaluation committee or appear before the County and/or
its representatives for an interview. During such interview, the vendor may be
required to orally and otherwise present its proposal and to respond in detail to
any questions posed. Additional meetings may be held to clarify issues or to
address comments, as the County deems appropriate. Vendors will be notified
in advance of the time and format of such meetings.
15
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 2
PROCUREMENT PROCESS
Since the County may choose to award a contract without engaging in
discussions or negotiations, the proposals submitted shall define the vendor's
best offer for performing the services described in this RFP.
2.10. Evaluation Criteria.
Proposals will be evaluated based on the vendor's ability to meet the
performance requirements of this RFP. To be deemed responsive, it is important
for the vendor to provide appropriate detail to demonstrate satisfaction of each
evaluation criterion and compliance with the performance provisions outlined
in this RFP. The vendor’s proposal will be the primary source of information
used in the evaluation process. Proposals must contain information specifically
related to the proposed services and requested herein. Failure of any vendor to
submit information requested may result in the elimination of the proposal from
further evaluation. Proposals will be assessed to determine the most
comprehensive, competitive and best value solution for the County based on,
but not limited to, the criteria below. The County reserves the right to modify
the evaluation criteria or waive portions thereof. Proposals will be evaluated on
the following major categories:
2.10.1.
Qualifications, Experience and Approach.
Vendors will be evaluated based upon their understanding, experience
and qualifications in performing the same or substantially similar
services, as reflected by its experience in performing such services.
The evaluation will include references regarding work for
organizations with needs similar to the County's, and the feasibility of
the vendor's approach for the provision of the services.
2.10.2.
Financial Qualifications.
This criterion includes an evaluation of the financial qualifications of
the vendor. The evaluation will take into account the financial strength
of the vendor and its ability to meet the long-term financial
requirements of the contract.
2.10.3.
Cost Effectiveness and Value.
Under this criterion, proposals will be compared in terms of the most
reasonable, and or most effective pricing options. The evaluation
committee will also take into consideration any indirect costs
associated with the services and administration of the contract and
opportunity for rebates.
2.10.4.
Acceptance of the Terms of the Contract.
The County will evaluate the proposals for compliance with the terms,
conditions, requirements, and specifications stated in this RFP
including the sample contract language provided as an attachment to
this RFP at www.meckprocure.com. Regardless of exceptions taken,
vendors shall provide pricing based on the requirements and terms set
forth in this RFP.
16
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 2
PROCUREMENT PROCESS
2.10.5.
Interviews.
Interviews may be conducted with the vendors who submit the top
proposals. Under this criterion, the interview will be utilized to assess
the vendor aspects that cannot be determined by written proposals as
well as to assess ability to perform the services set forth in this RFP.
2.11. Contract Award by Governing Board.
The County, at its sole discretion, may submit the award recommendation to its
governing board for permission to negotiate and execute a contract with the
vendor. Under this circumstance, the Procurement Division will provide
contract documents to the vendor upon approval by the governing board. In the
event the governing body approval is not received within one hundred eighty
(180) calendar days after opening of the proposals, the vendor may request that
it be released from their proposal.
2.12. Term of Contract.
It is the County’s intention to award a contract for an initial term of [LENGTH
OF INITIAL TERM], beginning on the effective date of the contract. At the
County’s option, the contract may be extended for [RENEWAL TERMS]
periods at the same pricing, terms and conditions. Service is expected to begin
on [DATE].
17
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 3
FINANCIAL INFORMATION
3. VENDOR FINANCIAL INFORMATION.
DO NOT INCLUDE THE FINANCIAL INFORMATION REQUESTED
IN THIS SECTION WITH YOUR PROPOSAL SUBMISSION.
INFORMATION SHOULD ONLY BE PROVIDED IF REQUESTED BY
THE COUNTY.
3.1. County Methodology.
The evaluation of financial viability of vendors was developed with one primary
goal in mind: to protect the County from risk of default by a selected vendor
due to financial instability. Various analytical techniques will be used to assess
the financial strength and stability of each vendor, focusing on profitability,
solvency, and efficiency. The analysis will include an evaluation of specific
financial indices and ratios in an effort to maximize objectivity and provide
measures that are more directly comparable among vendors.
Other factors which may impact the financial position of a vendor, or which
provide additional evidence of the financial strength of a vendor, will also be
assessed. These factors include years of experience in providing similar
services, and demonstration of the ability to obtain sufficient levels of liability
and property damage insurance.
Relevant information regarding recent litigation and bankruptcy filings, which
may materially affect a vendor’s financial position, will be examined. In
addition to credit ratings and credit reports, bank and vendor references will be
used to evaluate the credit worthiness of each vendor.
3.2. Guarantor.
The nature of the relationship between the vendor and its guarantor is crucial to
protect the County in the event that the contracting vendor defaults on its
obligations. If the parent company of a proposing vendor is serving as the
guarantor, then the parent company must indicate in a letter its willingness to
guarantee all contractual obligations of the vendor. If the Company that is
serving as guarantor has a relationship with the vendor other than a
parent/subsidiary relationship, then a detailed explanation of all past and
present relationships between the vendor and its guarantor must be provided, in
addition to a letter from the guarantor indicating its willingness to guarantee all
contractual obligations of the vendor.
Any financial information requested of the vendor must similarly be provided
for the guarantor. In the event of a joint submission or proposal, all proposing
entities must provide statements specifying the extent to which each entity will
act as guarantor and provide all relevant financial documents for all entities
involved in the joint venture. Additionally, if there is more than one (1)
guarantor, then the guarantors must be jointly and separately obligated.
18
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 3
FINANCIAL INFORMATION
3.3. Requests for Financial Information.
The vendor must have the financial information requested in this section readily
available and have the ability to provide it to the County, without exception,
within twenty-four (24) hours upon the County’s request during the proposal
evaluation process.
If the audited financial statements requested are not available, it is the
responsibility of the vendor to provide the County with information of sufficient
quantity and with verifiable sources to ascertain that the vendor is financially
capable of performing the services described in this RFP. Failure to provide
adequate financial information may result in the exclusion of your proposal
from the procurement process.
Upon request, please furnish the following financial information for the
proposing vendor(s), guarantor(s), and any sub-contractor included as having a
significant role (defined as providing more than fifteen percent (15%) of the
services) in providing services to the County:

Include in the statement of guarantor(s), evidence of the ability of the
guarantor to meet the short-term funding needs of this project;

Evidence that demonstrates the ability to obtain the insurance requirements
of the County. Such insurance should provide coverage in the stated amount
for each occurrence of bodily injury and for each occurrence of property
damage with coverage for products/completed operations, personal injury
liability, and contractual liability;

Annual audited financial reports for each of the past five (5) fiscal years,
prepared in accordance with generally accepted accounting principles
(GAAP), and all relevant notes;

The most recent Form 10-K and Form 10-Q filed with the Securities and
Exchange Commission (SEC); or, if the contractor is not regulated by the
SEC, then the most recent quarterly financial report; and

Description of any material adverse changes in financial position within the
past five (5) years; any material changes in the mode of conducting
business; any bankruptcy proceedings, mergers, acquisitions, takeovers,
joint ventures, and/or divestitures within the past five (5) years.
In addition, provide a clear and definitive statement of the following:

Years of providing similar services by the vendor and/or predecessor
organization;
19
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 3
FINANCIAL INFORMATION

Whether or not the vendor (and/or predecessor, guarantor or subcontractor)
has declared bankruptcy within the last five (5) years;

Description of the financial impact of any past or pending legal proceedings
and judgments that could materially affect the vendor’s financial position
or ability to provide services to the County. This information will be
reviewed and assessed in accordance with the information provided by the
vendor, in the above referenced Section;

All credit reports, credit bulletins, and any other published statements by
the most recognized agencies (Standard & Poor’s Rating Group, Moody,
Investor Services, Dun & Bradstreet, and Value Line) that have been issued
or published about the entity within the past five (5) years;

The prospectus or offering statement for the entity’s latest security or equity
offering;

The company name, contact person, telephone number, and fax number of
at least three (3) references from bank or institutional lenders which have
extended credit to the entity in the past five (5) years; or if the entity has not
applied for credit in the past five (5) years, the contact person’s name,
telephone number, and fax number of at least three (3) references from
banks with which the entity conducts business;

The company name, contact person, telephone number, and fax number of
at least three (3) credit references from suppliers/vendors; and

Any additional information, which the vendor believes, is appropriate to
fully reflect the financial strength of the entity.
Failure to provide such information is cause for rejection of the vendor proposal
at the sole discretion of the County. For any subcontractor providing more than
fifteen percent (15%) of the services, the County reserves the right, at its sole
discretion, to reject the subcontractor if it fails to meet minimum financial
requirements. In the event the County’s evaluation committee rejects the
subcontractor, the contractor must assume the responsibilities of the
subcontractor or find a replacement satisfactory to the evaluation committee.
20
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
SECTION 4
SCOPE OF SERVICES
4. SCOPE OF SERVICES.
4.1. About the County.
Narrative about the requesting department(s).
4.2. Services Sought.
The County is soliciting proposals from qualified vendors to provide the
following:
4.2.1.
List Here
4.2.2.
List Here
4.3. Current Provision of Services.
4.3.1.
List Here
4.3.2.
List Here
4.4. Volume Information.
4.4.1.
List Here
4.4.2.
List Here
4.5. Service Level Information.
4.5.1.
List Here
4.5.2.
List Here
21
[INSERT NAME OF SOLICITATION]
RFP#[INSERT #]
REQUIRED FORM
SERVICE REQUIREMENTS
SERVICE REQUIREMENTS
[INSERT TITLE HERE]
RFP # [INSERT #]
The County has identified the following requirements for the services requested in this
RFP. Please respond to each requirement/question below. If attachments or additional
explanation is needed, please include as an Exhibit with your proposal and reference
the document here.
Requirement
Response
1.1.
Insert Here.
Met
Not Met
1.2.
1.3.
Insert Here
Insert Here
Comment
REQUIRED FORM
RFP ACKNOWLEDGEMENT
RFP ACKNOWLEDGEMENT
[INSERT TITLE HERE]
RFP # [INSERT #]
The vendor hereby certifies receipt of the above Mecklenburg County, North Carolina
Request for Proposal (RFP). Upon receipt of this RFP, this form should be completed and
submitted in time for the County to receive it on or before [DATE]. Please mail, fax or
email the completed form using the contact information provided in Section 1.2.
Authorized Representative Name (Print): ______________________________________
Authorized Representative Signature: _________________________________________
Authorized Representative Title: ____________________________________________
Company Name: ___________________________________________________
Company Address: _________________________________________________
Contact E-mail Address: ______________________________________________
Contact Phone #: ___________________________________________________
Please check the appropriate space provided below, and provide the requested
information:
☐
We plan to submit a Proposal to this RFP.
☐
We do not plan to submit a Proposal to this RFP. Please assist the County in
understanding why your company has chosen not to participate:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
REQUIRED FORM
RFP PROPOSAL SUBMISSION
RFP PROPOSAL SUBMISSION
[INSERT TITLE HERE]
RFP # [INSERT #]
This Proposal is submitted by:
Vendor Name: __________________________________________________
Representative (printed): _________________________________________________
Representative (signed): _________________________________________________
Address:
________________________________________________________
________________________________________________________
City/State/Zip: ________________________________________________________
Telephone:
________________________________________________________
(Area Code) Telephone Number
Facsimile:
________________________________________________________
(Area Code) Fax Number
It is understood by the vendor that the County reserves the right to
reject any and all proposals, to make awards on all items or on any
items according to the best interest of the County, to waive
formalities, technicalities, to recover and re-bid this RFP. Proposal
is valid for one hundred and eighty (180) calendar days from the
proposal due date.
______________________________________
Vendor
Date
_____________________________________
Authorized Signature
________________________
________________________
Please type or print name
REQUIRED FORM
RFP PROPOSAL AFFIDAVIT
RFP PROPOSAL AFFIDAVIT
[INSERT TITLE HERE]
RFP # [INSERT #]
I hereby affirm that I, Name of Affiant, am the Title and duly authorized representative
of Vendor Name and that I possess the legal authority to make this affidavit on behalf of
the business for which I am acting.
1.
Commercial Nondiscrimination. In preparing the bid/proposal, the vendor has
considered all proposals submitted from qualified, potential subcontractors and
suppliers and have not engaged in or condoned prohibited discrimination. For
purposes of this section, prohibited discrimination means discrimination against
any person, business or other entity in contracting or purchasing practices on the
basis of race, color, sex, or national origin. Without limiting the foregoing,
prohibited discrimination also includes retaliating against any person, business or
other entity for reporting any incident of prohibited discrimination. Without
limiting any other provision of the solicitation for proposals on this project, it is
understood and agreed that, if this certification is false, such false certification will
constitute grounds for the County to reject the bid submitted by the bidder on this
project and to terminate any contract awarded based on such bid. As a condition
of contracting with the County, the vendor agrees to maintain documentation
sufficient to demonstrate that it has not discriminated in its solicitation or selection
of subcontractors. The vendor further agrees to promptly provide to the County
all information and documentation that may be requested by the County from time
to time regarding the solicitation and selection of subcontractors. Failure to
maintain or failure to provide such information constitutes grounds for the County
to reject the bid submitted by the vendor or terminate any contract awarded on
such bid.
2.
Bribery Convictions. Neither I, nor to the best of my knowledge, information,
and belief, the above or any of its officers, directors, partners, controlling
stockholders, or any of its employees directly involved in the business's
contracting activities including obtaining or performing contracts with public
bodies has been convicted of, or has had probation before judgment or has pleaded
nolo contendere to a charge of, bribery, attempted bribery, or conspiracy to bribe
in violation of North Carolina law, or of the law of any other state or federal law,
except as follows (indicate the reasons why the affirmation cannot be given and
list any conviction, plea, or imposition of probation before judgment with the date,
court, official or administrative body, the sentence or disposition, the name(s) of
person(s) involved, and their current positions and responsibilities with the
business.
3.
Other Convictions. Neither I, nor to the best of my knowledge, information, and
belief, the above business, or any of its officers, directors, partners, controlling
stockholders, or any of its employees directly involved in the business's
contracting activities including obtaining or performing contracts with public
bodies, has:
REQUIRED FORM
RFP PROPOSAL AFFIDAVIT
a. Been convicted under state or federal statute of a criminal offense incident to
obtaining, attempting to obtain, or performing a public or private contract or
fraud, embezzlement, theft, forgery, falsification or destruction of records or
receiving stolen property;
b. Been convicted of any criminal violation of a state or federal antitrust statute;
c. Been convicted under the provisions of Title 18 of the United States Code for
violation of the Racketeer Influenced and Corrupt Organization Act, 18 U.S.C.
§ 1961 et seq., or the Mail Fraud Act, 18 U.S.C. § 1341 et seq., for acts in
connection with the submission of Bids/Proposals for a public or private
contract;
d. Been found civilly liable under a state or federal antitrust statute for acts or
omissions in connection with the submission of Bids/Proposals for a public or
private contract;
4.
Debarment. Neither I, nor to the best of my knowledge, information, and belief,
the above business, or any of its officers, directors, partners, controlling
stockholders, or any of its employees directly involved in the business's
contracting activities, including obtaining or performing contracts with public
bodies, has ever been suspended or debarred (including being issued a limited
denial of participation) by any public entity, except as follows (list each debarment
or suspension providing the dates of the suspension or debarment, the name of the
public entity and the status of the proceedings, the name(s) of the person(s)
involved and their current positions and responsibilities with the business, the
grounds of the debarment or suspension, and the details of each person's
involvement in any activity that formed the grounds of the debarment or
suspension).
5.
Collusion. Neither I, nor to the best of my knowledge, information, and belief, the
above business has:
a. Agreed, conspired, connived, or colluded to produce a deceptive show of
competition in the compilation of the accompanying Bid/Proposal that is being
submitted;
b. In any manner, directly or indirectly, entered into any agreement of any kind
to fix the Bid/Proposal price of the Bidder or of any competitor, or otherwise
taken any action in restraint of free competitive bidding in connection with the
contract for which the accompanying Bid/Proposal is submitted.
6.
Tax Payments. Except as validly contested, the business has paid, or has arranged
for payment of, all taxes due the State of North Carolina and has filed all required
returns and reports with the Comptroller of the Treasury, the State Department of
Assessments and Taxation, and the Department of Labor, Licensing, and
Regulation, as applicable, and will have paid all withholding taxes due the State
of North Carolina prior to final settlement.
7.
Contingent Fees. The business has not employed or retained any person,
partnership, corporation, or other entity, other than a bona fide employee, bona
fide agent, bona fide salesperson, or commercial selling agency working for the
business, to solicit or secure the Contract, and that the business has not paid or
agreed to pay any person, partnership, corporation, or other entity, other than a
REQUIRED FORM
RFP PROPOSAL AFFIDAVIT
bona fide employee, bona fide agent, bona fide salesperson, or commercial selling
agency, any fee or any other consideration contingent on the making of the
Contract.
8.
Acknowledgement. I ACKNOWLEDGE THAT this Affidavit is to be furnished
to the Procurement Officer and may be distributed to units of: (1) the State of North
Carolina; (2) counties or other subdivisions of the State of North Carolina; (3)
other states; and (4) the federal government. I further acknowledge that this
Affidavit is subject to applicable laws of the United States and the State of North
Carolina, both criminal and civil, and that nothing in this Affidavit or any contract
resulting from the submission of this Bid/Proposal shall be construed to supersede,
amend, modify or waive, on behalf of the State of North Carolina, or any unit of
the State of North Carolina having jurisdiction, the exercise of any statutory right
or remedy conferred by the Constitution and the laws of North Carolina with
respect to any misrepresentation made or any violation of the obligations, terms
and covenants undertaken by the above business with respect to (1) this Affidavit,
(2) the contract, and (3) other Affidavits comprising part of the contract.
I DO SOLEMNLY DECLARE AND AFFIRM UNDER THE PENALTIES
OF PERJURY THAT THE CONTENTS OF THIS AFFIDAVIT ARE
TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE,
INFORMATION, AND BELIEF.
________________________________________________
Date
BY:
______________________________________
Print Name of Authorized Representative or Affiant
______________________________________
Signature of Authorized Representative or Affiant
REQUIRED FORM
M/W/SBE
MINORITY, WOMEN AND SMALL BUSINESS ENTERPRISE (M/W/SBE)
[INSERT TITLE HERE]
RFP # [INSERT #]
M/W/SBE PROGRAM COMPLIANCE IN THE PURCHASE OF COMMODITIES
AND SERVICES: The aspirational goals for M/W/SBE participation on this project are set
at [INSERT PERCENT HERE]% for all minority groups inclusive, [INSERT PERCENT
HERE]% WBE and [INSERT PERCENT HERE]% SBE*.
M/W/SBE groups are defined as follows:
1. ABE: Asian Business Enterprise
2. BBE: Black Business Enterprise
3. HBE: Hispanic Business Enterprise
4. NBE: Native American Business Enterprise
5. SBE: Small Business Enterprise
6. WBE: Women Business Enterprise
Do you customarily subcontract portions of your Contracts and projects with the County?
☐Yes ☐No
Do you intend to subcontract portions of this Contract?
☐Yes ☐No
List any services in this proposal for which you could seek quotes from M/W/SBE groups.
1.
2.
3.
M/W/SBE UTILIZATION COMMITMENT
We, Insert Vendor Name, do certify that we will expend a minimum of Insert Here% of the
total dollar amount of the Contract with Minority Business Enterprises, Insert Here% with
Women's Business Enterprises and Insert Here% with Small Business Enterprises.
Name of Company
M/W/SBE
Type
Description of Work
Dollar
Value
A list of County certified M/W/SBE bidders available to offer quotes and prices as
subcontractors is available on the Internet at http://smallbiz.charmeck.org. If you need
additional firms, which offer other services, or if you have any questions, contact the
M/W/SBE office at 704-336-6186.
REQUIRED FORM
M/W/SBE
The County reserves the right to request verification of these payments.
The County’s Minority, Women, & Small Business Enterprise Program are hereby
incorporated into these Specifications by reference.
The undersigned hereby certifies that the bidder has read the terms of this compliance and is
authorized to bind the firm to the information herein set forth.
Date: _______________
_____________________________
Name of Company
_____________________________
Name, Title and Signature
_____________________________
Proposed Product or Service
_____________________________
Total Dollar Amount Bid
REQUIRED FORM
VENDOR REFERENCES
VENDOR REFERENCES
[INSERT TITLE HERE]
RFP # [INSERT #]
Please provide the following information for (3) customers of comparable size and scope of the
services as outlined in this RFP, particularly North Carolina public sector customers that the
vendor has been under contract to provide the service covered in this RFP during the past five (5)
years, as well as any additional municipality references. References may be called at any time
during the procurement process. The County will not notify Vendors before reference checks
begin.
The County reserves the right to check any other reference(s) that might be indicated through the
explicitly specified contacts or that result from communication with other entities involved with
similar projects.
If your Proposed Services includes a Third-Party Provider, you must also submit a separate copy
of this form for each Third-Party Provider.
REFERENCE 1:
Name of Client: _______________________________________ Phone: ________________
Address: _____________________________________________________________________
Primary Contact: _______________________________
Title: ________________________
Email Address: ________________________________________ Phone: ________________
Service Dates: ________________________________________________________________
Summary and Scope of Services Provided:
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Client Operating Budget: $________________________
Client # of Employees: _________
REFERENCE 2:
Name of Client: _______________________________________ Phone: ________________
Address: _____________________________________________________________________
REQUIRED FORM
VENDOR REFERENCES
Primary Contact: _______________________________
Title: ________________________
Email Address: ________________________________________ Phone: ________________
Service Dates: ________________________________________________________________
Summary and Scope of Services Provided:
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Client Operating Budget: $________________________
Client # of Employees: _________
REFERENCE 3:
Name of Client: _______________________________________ Phone: ________________
Address: _____________________________________________________________________
Primary Contact: _______________________________
Title: ________________________
Email Address: ________________________________________ Phone: ________________
Service Dates: ________________________________________________________________
Summary and Scope of Services Provided:
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Client Operating Budget: $________________________
Client # of Employees: _________
REQUIRED FORM
PRICING PROPOSAL
PRICING PROPOSAL
[INSERT TITLE HERE]
RFP # [INSERT #]
REQUIRED FORM
VENDOR PROFILE
VENDOR PROFILE
[INSERT TITLE HERE]
RFP # [INSERT #]
Vendor Background
Question
Response
Vendor Identification
Vendor Name:
Vendor Corporate Headquarters:
Vendor Experience
Years of Experience:
# of years in business:
# of years providing public sector services:
Customer Base:
# of public sector clients:
# of clients that are municipalities/counties:
Identify by name some of the clients similar
to County (e.g., similar in size, complexity,
location, type of organization).
Market Focus:
Identify industries and public sector market
segments served.
Describe your company’s future
strategy/roadmap for the proposed System.
Terminated Projects:
List any terminated projects. Please disclose
the jurisdiction and explain the reason for the
termination.
Litigation:
List any litigation that you have been
involved with during the past two (2) years
regarding services provided.
Organization Size
# of Employees:
If Vendor is a subsidiary, identify # of
employees in proposing company/division
Financial Information:
If Vendor is a subsidiary, identify revenues
of proposing company/division
REQUIRED FORM
VENDOR PROFILE
Corporate Notes
Ownership:
Indicate your company ownership status (i.e.,
Partnership, LLC, Corporation, etc.).
Certified Partnerships:
Identify any certifications held by your firm
if you are implementing or reselling another
firm’s products. Include how long the
partnership or certification has been effect.
Additional Narrative Response
Background and Experience:
Describe your total organization, including
any parent companies, subsidiaries, affiliates
and other Related Entities.
Detail how long the company has been
providing Services to local governments and
include information regarding experience
with similar request for services as described
in this RFP.
Personnel Management:
Describe the key individuals, along with
their qualifications, professional
certifications and experience that would
comprise your organization’s team for
providing Services to the County.
Explain how your organization ensures that
personnel performing technical support
services are qualified and proficient.
Describe your organization’s approach,
policies, and experience with respect to
deployment of your personnel.
If your organization has been the subject of a
dispute or strike by organized labor within
the last five (5) years, please describe the
circumstances and the resolution of the
dispute.
Management Approach:
Describe your organization’s customer
service philosophy and describe how it is
communicated and reinforced throughout the
organization.
REQUIRED FORM
VENDOR PROFILE
Describe your organization’s approach to
total quality management, and describe your
organization’s total quality plan.
Describe your organization’s continuous
improvement program and how your current
customers benefit from your service
improvements.