REQUEST FOR PROPOSAL
No. 86621
for
San Mateo County Community College District
Outsourced Delivery of Financial Aid Disbursements
Department of General Services
3401 CSM Drive
San Mateo, California 94402
Telephone (650) 574-6508 FAX (650) 574-6574
Email districtbids@smccd.edu
Table of Contents
Section I.
Introduction and District Information
Section II.
College Contacts, Dates and Timeframes
Section III.
Current Financial Aid Process
Section IV.
Scope of Project
Section V.
Requirements
Section VI.
Cost Savings
Section VII.
Proposal Instruction and Requirements
Section VIII.
Institutional & Student Cost Proposal
Appendix A.
Company Information and Signatory Page
Appendix B.
Reference Chart
Appendix C.
Non-Collusion Affidavit
SMCCCD Outsourced Delivery of Financial Aid Disbursements – RFP #86621
I. Introduction and District Information
The San Mateo County Community College District (SMCCCD) is accepting proposals to outsource the
disbursement of financial aid funds and payment card processing at the three colleges. The District seeks
to enter into an initial 2-year agreement, with three renewal options of one year each, beginning August
1, 2010.
Approximately 40,000 people throughout San Mateo County attend one of the three Colleges of the San
Mateo County Community College District. Although the boundaries of the San Mateo County
Community College District are the same as those of the County, the District Board of Trustees is
independent of County government. County voters elect the five-member Board of Trustees every four
years, and that board governs one of the largest and most innovative two-year college systems in
California.
.
II. College Contacts, Dates and Timeframes:
SMCCCD Contacts
General Services
Budget
3401 CSM Drive
3401 CSM Drive
San Mateo, CA 94402
San Mateo, CA 94402
(650) 358-6768
(650) 358-6869
Contact: Bob Domenici
Contact: Kathy Blackwood
domenicib@smccd.edu
blackwoodk@smccd.edu
Dates and Timeframes
Release of Request for Proposal
May 19, 2010
Deadline for Vendors’ Submission of Proposals
June 16, 2010 by 2 p.m.
Board Meeting
July 14, 2010
Vendor Notification
July 16, 2010
The District reserves the right to alter the timeline with notification to Vendors according to its needs.
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SMCCCD Outsourced Delivery of Financial Aid Disbursements – RFP #86621
III. Current Processes
Frequency and Volume
The District produces Financial Aid batch check runs weekly (4 per mo.) with the heaviest months being
August, September, January and February. Total dollar amount and check counts for the prior terms are as
follows:
Check
ACH
Totals
Yr07-08
Qty.
Amount
6,806,272.00
7050
201,686.50
230
7280 $ 7,007,958.50
Yr08-09
Qty.
Amount
7,477,205.68
8200
1,302,088.56
1500
9700 $ 8,779,294.24
Jul09-Apr10
Qty.
Amount
11,314,241.16
11304
3,079,203.44
3064
$ 14,393,444.60
14368
Total Student Payment Cards Processed Electronically
Credit
eCheck
Totals
Yr07-08
Qty.
Amount
4,605,377
39634
258,143
1493
41127 $ 4,863,520
Yr08-09
Qty.
Amount
5,168,417
42365
261,100
1529
43894 $ 5,429,517
Jul09-Apr10
Qty.
Amount
5,303,133
39775
306,429
1634
$ 5,609,562
41139
IV. Scope of Project
Since the likely service providers will be able to address the District’s needs in two areas, this RFP includes
two general project areas. The first is that the District has an interest to improve the quality of our financial
aid programs, strengthen program integrity and streamline the financial payment process. By outsourcing
the distribution of financial aid funds, the District intends to eliminate significant costs associated with the
preparation and handling of financial aid payments. Through this RFP, the District will select a vendor that
will:
1. Enhance and strengthen the financial and management effectiveness of the District.
2. Expand student financial aid services to actively promote the selection of an electronic alternative to
paper checks.
3. Increase the level of student services and customer services levels with minimal cost to the District.
4. Ensure on-going compliance with industry regulations.
5. Reduce security risk/liability.
6. Increase cost savings and minimize cost through a partnership to outsource all financial aid
disbursements.
7. Provide a credit card payment receiving system
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SMCCCD Outsourced Delivery of Financial Aid Disbursements – RFP #86621
The second area of District need is to handle credit card payments in the District’s ERP, Banner, both online
and over the counter. See the Technology Section of the Requirements.
Timeline
Upon completion of the selection phase and the signing of an agreement between the Vendor selected and
the District, implementation is expected to begin late summer 2010. It is the expectation of the District that
the Vendor will begin processing financial aid disbursements beginning mid-October 2010 (the second large
disbursement). This will allow students to receive their initial disbursement in August through the current
paper check/ACH process with an insert advising them about the upcoming changes. Students would then
have 2 months to elect their disbursement option.
V. Requirements (use company letterhead)
Proposals will be considered from experienced vendors who can demonstrate the capacity to meet the
following requirements. Please provide a response to each numbered requirement indicating whether or how
the vendor will meet the requirements.
1. Project Design and Implementation: Enhance and strengthen the financial and management effectiveness
of the District.
2. Delivery: Expand student financial services to include offering electronic alternatives to paper checks
to all financial aid students.
3. Customer Service Support: Increase student and District services and customer service levels with
minimal cost to the District.
4. Payment application: Defined as a software/hardware application that stores, transmits, or processes
cardholder data as part of the authorization or settlement of a payment card transaction.
5. Support Payment Application Data Security Standard (PA-DSS): PA-DSS helps software vendors
develop secure payment applications that comply with PCI-DSS standards.
6. Be a certified vendor with SungardHE to support the Banner Payment Processor Connection.
7. Provide support for all major credit, debit and e-check transactions.
8. Provide the means for reporting and reconciliation processes.
Additional Information (use company letterhead)
SMCCCD encourages the vendor to review the following needs of the District in preparing a proposal. Vendors
that meet most or all of the following needs of the District will receive higher scores in the evaluation of
proposals.
Refund Delivery/Financial Banking/Carding Services
1. The Vendor should offer and service debit card accounts for College/University students, (optional: faculty,
and staff) that are linked with a FDIC insured DDA against which checks can be written and signature-based
debit transactions can be initiated through a major payment network such as Visa/MasterCard/similar and
ATM transactions can be completed.
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2. DDAs should be available as a choice for all student cardholders without pre-qualification or papersignature required.
3. The Vendor should provide access to a secure co-branded website, maintained by Vendor, which should
provide the following services:
(a) The maintenance of selecting and changing a refund preference by student input
(b) Real-time information as to the status of refund payments displayed in a refund history table
(c) Automatic notification feature for refund delivery, regardless of preference
(d) Ability for students to request online that their refund be delivered electronically to another domestic
financial institution
(e) Authorization content that complies with Title IV refund delivery regulations
(f) Ability to re-order a replacement card online
(g) Ability to reset a PIN instantly online
(h) Ability to conduct wire transfers, stop payments and order paper checks for the DDA online
4. The Vendor should allow parents or others to electronically send money to accountholders from any
checking account at preferably no charge and should display a transaction history chart online.
5. The Vendor should work with the College to coordinate daily electronic interchange of data necessary to
effectively maintain services to our customers.
6. The Vendor should have access to national ATM, and POS networks.
7. The Vendor should provide for the ongoing replacement of lost/stolen/damaged or Refund Disbursement
Cards. Cardholders must be able to report a lost card and have it deactivated 24 hours/day, 7 days a week,
via a toll-free number and via the website.
8. The Vendor should install and maintain ATM cash dispensing machines on all 3 campuses.
9. The Vendor should provide daily electronic transfers of payments from the College to authorized students
DDA with same day availability or initiate refund payments to another domestic bank account via
automated clearing house (ACH) within 1 business day.
10. The Vendor should maintain all banking information in a secured database in compliance with all banking,
FERPA, GLB Act and Federal regulations.
11. The Vendor should electronically notify students of the distribution of financial aid refunds in manner that
meets all Financial Aid Title IV regulations.
Customer Support/College/University Support
1. The Vendor should provide support to the District for card design, fabrication and issuance, as well as
provide operational and promotional support.
2. The Vendor should provide online customer service and product information online with interactive FAQ’s
and provide for toll-free customer services during normal business hours.
3. The Vendor should provide separate toll-free customer service for the administration only for refund
payment and help desk support during normal business hours.
4. The Vendor should assist and manage the District in planning and project management related to the
disbursement of refund program.
5. The Vendor should provide marketing and educational materials and support to encourage individuals to
take advantage of electronic disbursement of refunds to the DDA.
6. The Vendor should provide co-branded orientation support through materials, financial responsibility
awareness support, training and online assistance.
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7. The Vendor should provide training assistance to the administration for online reporting tool and support
for new student orientation.
Technology
1. The Vendor solution should be capable of accepting communication with the District administrative
(ERP) system, creating a simple and efficient process for the District to outsource the distribution of
financial aid disbursements to students, using one flat file securely transmitted to the Vendor via
Secure Shell (SSH). The District will not be providing ACH files to the Vendor; or collecting,
inputting, or maintaining bank routing and account numbers; or maintaining delivery choices; or
handling exceptions, returns or errors in delivery.
2. The Vendor should work with the District to coordinate electronic interchange of data necessary to
effectively maintain services to our students.
3. The Vendor should maintain all banking information in a secured database in compliance with all
banking, Family Educational Rights and Privacy Act (FERPA), Gramm-Leach-Bliley (GLB) Act and
federal regulations.
VI. Cost Savings
Cost savings are critical to the District, as we would like a solution that eliminates most if not all paper check
issuance and other costs for student account refunds with the least amount of resource time to implement and
operate.
DIRECT COSTS (form provided)
Please list, in detail, all costs to the District for the products and services proposed in this RFP. Be sure to list any
costs for the following items in addition to any other related costs as well as any incentives or waived fees the
Vendor proposes.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Set-up Fee
Technical Integration Fee
ATM Installation Fee
Marketing Support and Development Fee
Website Co-branding Fee
Training & Support
Fees related to card issuance
Fees related to Funds Disbursement
Ongoing Maintenance Fees
Implementation and Project Planning
Other Transaction Fees
VII. Proposal Instructions and Requirements
All Vendors interested in submitting a response to this Request for Proposal (RFP) are encouraged to
submit an email notification to districtbids@smccd.edu indicating their intent to respond.
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1. General
Vendors must comply with the provisions of these instructions for completion and submission of the
Bid (“Bid Instructions and Requirements”). The failure of a Vendor to comply with the Proposal
Instructions and Requirements will result in rejection of the Vendor’s Proposal for non-responsiveness.
2. Definitions
The District, the College and the Vendor are those named as such in the contract documents and are
referred to as if each were of the singular number and masculine gender.
3. Vendor Qualifications
Only Proposals submitted by Vendors with the relevant experience, qualifications and capacity to meet
the needs of SMCCCD will be accepted.
4. Submission of Proposal

Submission of Executed “Hard Copy”.
Vendors interested in this opportunity should
submit three copies of the Vendor’s Proposal in a sealed envelope to the Department of
General Services, San Mateo County Community College District located at 3401 CSM Drive,
San Mateo, CA 94402 by 2:00 p.m. on June 16, 2010. Please indicate “RFP 86621 Enclosed” on
the lower left corner of the envelope.
Proposals must be organized in the order presented in this RFP. Proposals not organized in the
prescribed manner may be eliminated from consideration. The Vendor must respond to all of
the items listed in the RFP; we suggest using a numbering system that corresponds to the
numbering of any questions. Proposals must be comprehensive and concise. Supplemental
technical information, product literature and other supporting materials that further explain or
demonstrate Vendor’s capabilities may also be included as addenda to a submitted proposal.
Proposal Contents. Proposals consist of the following items, all of which must be submitted
concurrently and executed as required by these Bid Instructions or by the form of document:






Mandatory & Optional Requirements (use company letterhead)
Pricing Proposal (form attached)
Company Information and Signatory Page (Appendix A)
Required reference information (Appendix B)
Non-Collusion Affidavit (Appendix C)
The following RFP sections which require a signature and/or checkbox selection: VII-15
“Liability and Insurance”, VII-21 “Vendor Scholarship Fund” and VII-23 “Piggyback Clause”
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
Digital Submittals. Digital submittals shall be forwarded to districtbids@smccd.edu after 2 p.m.
on June 16, 2010. Do not submit your digital copy prior to this date and time.

Vendors’ Review of District Web Site. Any addendums, clarifications, RFP updates/revisions, or
replies to specific questions will be posted on the District web site (www.smccd.edu/purchasing);
all such matters shall be deemed incorporated into all Vendors’ Bid Proposals. Prior to
submission of a Bid Proposal, all Vendors MUST review materials on this web site. Vendors are
responsible for incorporating these changes or addendums into their respective Bid Proposals.
Those web postings should be treated like all requirements set forth in this Request for Proposal.

Copies of this Request for Proposal can be obtained by visiting the SMCCCD Purchasing
Department’s Website at www.smccd.edu/purchasing . Click on Bid Announcements.
5. Modifications to Submitted Proposal
A Vendor submitting a Proposal may modify its submitted Proposal in writing, to be received by the
District’s Department of General Services at or prior to the latest time/date for submission of Proposals.
Modifications to the submitted Bid Proposal, which are not in writing, will not be accepted and will not
be deemed modifications to the submitted Proposal.
6. Signature
A responsible officer or employee of the Vendor must sign the Proposal. Please refer to the “Company
Information and Signatory Page” form (Appendix A).
7. References
The Vendor shall include with its Proposal response a minimum of three (3) clients that the District
may contact for reference purposes. The references shall include the following minimum information:
customer name, contact name, complete address, fax, email address and telephone number, and dates
of business (see Appendix B). Include references from any higher education institutions where the
company provides similar services.
Non-Collusion Affidavit
Each Vendor shall submit with its response a duly completed and executed form of Non-Collusion
Affidavit. The required form of the Non-Collusion Affidavit is included as Appendix C of this RFP.
The failure of a Vendor to submit the completed and executed form of Non-Collusion Affidavit with its
Bid Proposal will result in rejection of the Proposal for non-responsiveness.
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8. Evidence of Responsibility
Upon the request of the District, a Vendor whose Bid Proposal is under consideration shall promptly
submit to the District satisfactory evidence showing the Vendor’s financial resources, organization, and
plant facilities available for the performance of the contract. The failure of such a Vendor to submit
requested materials in a timely manner will result in rejection of the Vendor’s Proposal for nonresponsiveness.
9. District Modifications to Proposal
The District reserves the right to modify this Request for Proposal or any portion hereof by written
addendum issued to all Vendors who have previously obtained this RFP from the District. All
addendums issued by the District pursuant to the foregoing shall be deemed incorporated into the
Proposals.
10. Vendor Inquiries
Vendors may request clarifications or make other inquiries concerning this Request for Proposal or the
requirements hereof. Questions regarding this Request for Proposal should be submitted via email to
districtbids@smccd.edu. If Vendors contact individual colleges for questions, they must cc
districtbids@smccd.edu. The intent is to create a fair and open Bid with all Vendors having access to
equal information.
11. Evaluation of Bid Proposals and Award
The District reserves the right to reject any or all proposals, to waive any irregularity or informality in a
proposal or in the proposal process. Award of the contract(s) by the Board will be based upon a
comprehensive review and analysis of the Proposal(s), which best meets the needs of the college
community. The District will be the sole judge of the suitability of the Proposal and the Vendor shall
abide by its decision.
The San Mateo County Community College District is an equal opportunity, affirmative action
employer. Proposals shall be submitted on company letterhead and signed by the appropriate
company officials.
12. Contract Terms & Conditions
The District seeks to enter into an initial 2-year agreement, with three renewal options of 1 year each,
beginning August 2010. By submission of a Proposal, Vendor agrees to abide by the terms and
conditions of the Proposal and contract documents. Any exceptions by the Vendor shall be clearly
noted in the Proposal response and alternate language shall be proposed therein. Any and all
agreements, forms, etc. that the Vendor would require the District to sign and approve in the event of
the award of contract must be included with the Proposal response. The District reserves the right to
cancel the contract resulting from this agreement with sixty (60) days written notification.
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13. Conflict of Interest
No officer, member or employee of the District and no member of its governing bodies shall have any
pecuniary interest, direct or indirect, in this contract or the proceeds thereof. No Vendor or member of
Vendor’s family shall serve on a District board, committee, or hold any such position which either by
rule, practice or action nominates, recommends, supervises Vendor’s operation or authorizes funding
to Vendor.
14. Legal Entity
Should a change be contemplated in the name or nature of the Vendor’s legal entity, the Vendor shall
first notify the District in order that proper steps are taken to have the change reflected in all legal
documents. In such case, it shall be incumbent on the Vendor to continue operation until relieved by a
subsequent Vendor chosen by the District (not to exceed ninety (90) days). The foregoing provisions
are in addition to and not in limitation of any other rights or remedies available to the District.
15. Liability and Insurance
The Vendor shall provide a certificate of insurance evidencing $1,000,000 in errors and omissions
insurance coverage.
Vendor shall be responsible for all damages to persons or properties that occur as a result of Vendor’s
or Vendor’s employees fault or negligence in connection with the performance of this Agreement.
Vendor shall procure and maintain during the life of this Agreement, Comprehensive General Liability
Insurance which provides for injuries including accidental death, per any one occurrence in an amount
not less than $2,000,000 per occurrence and $4,000,000 annual aggregate; property damage insurance in
an amount not less than $2,000,000 per occurrence; and business Automobile Liability Insurance in an
amount not less than $2,000,000 including coverage for owned, non-owned and hired vehicles.
Vendor shall have in effect, during the entire life of this Agreement, Workers' Compensation and
Employer Liability Insurance providing full statutory coverage. In signing this Agreement, Vendor
makes the following certification, required by Section 1861 of the California Labor Code (select one):
I am aware of the provisions of Section 3700 of the California Labor Code, which require every
employer to be insured against liability for Workers' Compensation or to undertake self-insurance in
accordance with the provisions of the Code, and I will comply with such provisions before
commencing the performance of the work of the Agreement.
Or
I have no employees and, therefore, will not submit a Certificate of Workers' Compensation.
Vendor’s Signature
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Certificates of Insurance for coverage required herein shall be filed with District's Executive Vice
Chancellor prior to the commencement of work. The certificates shall provide that if the policy or policies
be canceled by the insurance company or Vendor during the term of this Agreement, thirty (30) days
written notice prior to the effective date of such cancellation will be given to District's Executive Vice
Chancellor. The certificates shall also show the information that the San Mateo County Community
College District is named on Vendor’s Comprehensive General Liability and Property Damage policies
as co-insured or added thereon by endorsement as a named insured or additional insured.
The Vendor’s insurance carrier must be approved by the District and carry an “A” rating.
16. Proof of Insurance
Proof of insurance shall be delivered to the Department of General Services prior to the contract
beginning date. Certificates of insurance shall state in particular those insured, extent of insurance,
location and operation to which insurance applies, expiration date, and cancellation and reduction
notice. Certificates of insurance shall clearly state that the District and its officers, agents, employees
and servants are named as an additional insured under the policy described and that such insurance
afforded thereby to the District, its officers, agents, employees and servants shall be primary insurance
to the full limits of liability of the policy, and that if the District, or its officers and employees have other
insurance or self-insurance against a loss covered by such a policy, such other insurance shall be excess
insurance only. Vendor shall provide District with the endorsement to the policy that names District as
additional insured.
Certificates and insurance policies shall include the following clause:
“This policy shall not be canceled or reduced in required limits of liability or an amount of insurance until notice
has been mailed to the District. Date of cancellation or reduction may not be less than thirty (30) days after date of
mailing notice."
17. Indemnification
The Vendor, at its expense, shall indemnify the District from and defend or settle any claim or action
brought against the District to the extent that it is based on a claim that any services furnished
hereunder infringed any patented or unpatented invention, copyright, trademark, service mark, trade
secret, process, article, appliance manufactured or used or other legally protected proprietary right.
The Vendor shall pay all costs, fees (including attorneys' fees) and damages which may be incurred by
the District for any such claim or action or settlement thereof.
18. Taxes
The Vendor assumes complete liability for all taxes applicable to the operations, income and
transactions of the Vendor. The District shall not be liable and will not make reimbursement to the
Vendor for any tax imposed either directly or indirectly upon the Vendor by any authority by reason of
the contract or otherwise.
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The Vendor recognizes and understands that the contract may create possessor interest subject to
property taxation and that the Vendor may be subject to the payment of property tax levied on such
interests.
19. Confidentiality
The District defines confidential information as all information disclosed to Vendor that relates to the
District's past, present and future activities, as well as activities under this agreement. Vendor will
hold all such information in trust and confidence. Upon cancellation or expiration of this Contract,
Vendor will return to the District all written or descriptive materials that contain any such confidential
information.
20. Public Record
Government Code Sections 6250 et. seq., the Public Records Act defines public record as any writing
containing information relating to the conduct of the public’s business. This applies to proposals
submitted pursuant to this Bid.
The Public Records Act provides that public records shall be disclosed upon written request, and that
any citizen has a right to inspect any public record, unless the document is exempted from the
disclosure requirements. SMCCCD cannot represent or guarantee that any information submitted in
response to the Bid will be confidential. If the County of San Mateo receives a request for any
document submitted in response to this Bid, it will not assert any privileges that may exist on behalf of
the person or business submitting the proposal. Rather, SMCCCD will notify the party whose
proposal is being sought. In the event that a party who has submitted a proposal wishes to prevent
disclosure, it is the sole responsibility of that party to assert any applicable privileges or reasons why
the document should not be produced, and to obtain a court order prohibiting disclosure.
21. Vendor Scholarship Fund
The District encourages Vendors to help support our community college students in their academic
pursuits by considering student scholarships as part of this Proposal. The willingness to take a part in
our students’ lives is important to a student focused District. Please check below if you are interested
in participating in our Vendor Scholarship Fund, which is handled through the San Mateo Community
College Foundation (SMCCF). Vendors are welcome to participate in the award presentations that
occur annually at the end of the spring semester.
Check one of the following:
□
□
Count my firm in. We can use the tax write off.
Thank you for your offer, but we will not participate.
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22. Promotion
In no instance will the District/College name be used by the Vendor in connection with any advertising
or promotion without the specific written permission of the District.
23. Piggyback Clause
The District intends that other public agencies (city, special district, public authority, public agency,
school district or other political subdivision of the state of California) shall have the option to
participate in any agreement created because of this Request for Proposal. The San Mateo County
Community College District shall incur no financial responsibility in connection with a purchase order
from another public entity. Vendor’s agreement or failure to agree to the "piggyback" agreement will
not be a factor in the award. This piggyback will remain available for one year from the date the Bid
award.
A. Check one of the following:
i. □ Agree to extend all prices, terms, and conditions of my proposal to any
other public agency located in the state of California with no exceptions.
ii. □ Agree to extend all prices, terms, and conditions of my proposal to any
other public agency located in the state of California with the following
exceptions noted, as attached.
iii □ The Vendor does not agree to extend pricing, terms and conditions in our Bid to
any other agency.
iii. The Vendor does not agree to extend pricing, terms and conditions in our Bid to any other
agency.
iv. □ The Vendor does not agree to extend pricing, terms and conditions in our
Bid to any other agency.
24. Invoicing
A. Vendor shall submit an invoice directly to:
San Mateo County Community College District
Attn: Accounts Payable
3401 CSM Drive
San Mateo, CA 94402
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B. Information on the invoice shall include:





Purchase Order Number
Invoice number
Invoice date
Payment due date
Total invoice amount
C. Payment
The District shall issue a check for the total amount of the invoice within thirty (30) working
days of the date of receipt of the invoice, terms are Net 30.
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VIII. FEE SCHEDULE- INSTITUTIONAL COSTS
Description of Products & Services
Per Transaction Fee
Total Costs
Per Transaction Fee
Total Costs
Total Costs
FEE SCHEDULE- Student COSTS
Description of Products & Services
Total Costs
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Appendix A.
COMPANY INFORMATION AND SIGNATORY PAGE
Company Name:
Business Address:
Telephone:
Fax:
Email:
Type of Firm:
Web Site:
Corporation:
Partnership:
Other (please describe):
Proprietorship:
Joint Venture:
Business License Number:
Number of years in business under firm name:
Full names of firm’s owners (> 10% ownership), officers and managing employees:
Has the firm changed its name within the past 3 years?
YES
NO
If yes, provide former name(s):
Have there been any recent (within the last three years) changes in control/ownership of the firm?
YES
NO
If yes, explain.
Have officers or principals of the firm ever had their business license suspended or revoked for any
reason?
YES
NO
If yes, please explain.
Name and title of person completing responsible for submission of this Bid and the responses to this
questionnaire:
Signature:
Date:
Name & Title:
Phone:
Email:
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Appendix B.
REFERENCE CHART
REFERENCES:
Please provide a minimum listing of three (3) customers (use Colleges if available) who have used your
services in the past year. In this listing, please provide the following information:
REFERENCE #1
a. Name of the Customer (College) # 1:
b. Web Address.
c. Contact name with phone, address, fax, and email.
d. Dates of business.
REFERENCE #2
a. Name of the Customer (College) # 2:
b. Web Address.
c. Contact name with phone, address, fax, and email.
d. Dates of business.
REFERENCE #3
a. Name of the Customer (College) # 3:
b. Web Address.
c. Contact name with phone, address, fax, and email.
d. Dates of business.
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SMCCCD Outsourced Delivery of Financial Aid Disbursements – RFP #86621
Appendix C.
NON-COLLUSION AFFIDAVIT
STATE OF CALIFORNIA
COUNTY OF ______________________
I, __________________________________, being first duly sworn, deposes and says that I am
(Typed or Printed Name)
the ________________________ of _____________________________________, the party submitting the foregoing
(Title)
(Vendor’s Name)
Bid Proposal (“the Vendor”). In connection with the foregoing Bid Proposal, the undersigned declares, states
and certifies that:
1. The Bid Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership,
company, association, organization or corporation.
2. The Bid Proposal is genuine and not collusive or sham.
3. The Vendor has not directly or indirectly induced or solicited any other Vendor to put in a false or
sham RFI, and has not directly or indirectly colluded, conspired, connived, or agreed with any other Vendor or
anyone else to put in sham RFI, or to refrain from submitting this Bid.
4. The Vendor has not in any manner, directly or indirectly, sought by agreement, communication, or
conference with anyone to fix the Bid price, or that of any other Vendor, or to fix any overhead, profit or cost
element of the Bid price or that of any other Vendor, or to secure any advantage against the public body
awarding the contract or of anyone interested in the proposed contract.
5. All statements contained in the Bid Proposal and related documents are true.
6. The Vendor has not, directly or indirectly, submitted the Bid price or any breakdown thereof, or the
contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any
person, corporation, partnership, company, association, organization, Bid depository, or to any member or agent
thereof to effectuate a collusive or sham Bid.
Executed this ____ day of ___________, 20__ at ___________________________________________.
(City, County and State)
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and
correct.
By:
Title:
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