Attachment 1: Definitions
☐ Invitation To Bid ☐ Request For Proposal ☒ Invitation To Negotiate
No. ITN 07-973-120-V
Purchasing Card Services
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 1 of 7
1 Solicitation Definitions
This document contains the definitions for the Competitive Solicitation numbered ITN 07-973-
120-V for Purchasing Card Services and shall apply to any resultant Contract as follows:
2 Highlighted Existing Definitions
The definitions found in § 287.012 of the Florida Statutes, Rule 60A of the Florida Administrative
Code, the Form PUR 1000, and the Form PUR 1001 are incorporated by this reference and
shall apply to any agreement created pursuant to this Solicitation.
2.1 Florida Statute Definitions
The following Definitions are highlighted from § 287.012, Florida Statutes, for both clarity and
the convenience of the vendor community.
a) Agency - Any of the various state officers, departments, boards, commissions, divisions,
bureaus, and councils and any other unit of organization, however designated, of the
executive branch of state government. “Agency” does not include the university and
college boards of trustees or the state universities and colleges. § 287.012(1), Florida
Statutes
b) Commodity - Any of the various supplies, materials, goods, merchandise, food,
equipment, information technology, and other personal property, including a mobile
home, trailer, or other portable structure with floor space of less than 5,000 square feet,
purchased, leased, or otherwise contracted for by the state and its agencies.
§287.012(5), Florida Statutes
c) Competitive Solicitation or Solicitation- The process of requesting and receiving two
or more sealed bids, proposals, or replies submitted by responsive vendors in
accordance with the terms of a competitive process, regardless of the method of
procurement. § 287.012(6), Florida Statutes
d) Contractor - A person who contracts to sell Commodities or Contractual Services to an
Agency. § 287.012(7), Florida Statutes
e) Contractual Service - The rendering by a contractor of its time and effort rather than the
furnishing of specific Commodities. The term applies only to those services rendered by
individuals and firms who are independent contractors, and such services may include,
but are not limited to, evaluations; consultations; maintenance; accounting; security;
management systems; management consulting; educational training programs; research
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 2 of 7
and development studies or reports on the findings of consultants engaged thereunder;
and professional, technical, and social services. § 287.012(8), Florida Statutes
f) Department - The Department of Management Services. § 287.012(9), Florida Statutes
g) Eligible User – Any person or entity authorized by the Department pursuant to rule to
purchase from State Term Contracts or to use the online procurement system.
§ 287.012(11), Florida Statutes
h) Invitation to Bid - A written or electronically posted solicitation for competitive sealed
bids. § 287.012(15), Florida Statutes
i) Invitation to Negotiate - A written or electronically posted solicitation for competitive
sealed replies to select one or more vendors with which to commence negotiations for
the procurement of Commodities or Contractual Services. § 287.012(16), Florida
Statutes
j) Request for Proposals - A written or electronically posted solicitation for competitive
sealed proposals. § 287.012(22), Florida Statutes
k) State Term Contract - A Term Contract that is competitively procured by the
Department pursuant to section 287.057, Florida Statutes, and that is used by Agencies
and Eligible Users pursuant to section 287.056, Florida Statutes. § 287.012(27), Florida
Statutes
l) Term Contract - An indefinite quantity Contract to furnish Commodities or Contractual
Services during a defined period. § 287.012(28), Florida Statutes
2.2 Florida Administrative Code Definitions
The following Definition is highlighted from Rule 60A-1.005, Florida Administrative Code, for
both clarity and the convenience of the vendor community.
a) Eligible User - The following entities are Eligible Users:
(1) All governmental agencies, as defined in Section 163.3164, F.S., which have
a physical presence within the State of Florida;
(2) Any independent, nonprofit college or university that is located within the
State of Florida and is accredited by the Southern Association of Colleges and
Schools. Rule 60A-1.005, FAC
2.3 Form PUR 1000 Definitions
The following Definitions are highlighted from Form PUR 1000 for both clarity and the
convenience of the vendor community.
a) Customer - The State agency or other entity identified in a contract as the party to
receive Commodities or Contractual Services pursuant to a contract or that orders
Commodities or Contractual Services via Purchase Order or other contractual instrument
from the Contractor under the Contract. The “Customer” may also be the “Buyer” as
defined in the PUR 1001 if it meets the definition of both terms.
b) Product - Any deliverable under the Contract, which may include commodities, services,
technology or software.
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 3 of 7
c) Purchase Order - The form or format a Customer uses to make a purchase under the
Contract (e.g., a formal written purchase order, electronic purchase order, procurement
card, Contract or other authorized means).
2.4 Form PUR 1001 Definitions
The following Definitions are highlighted from Form PUR 1001 for both clarity and the
convenience of the vendor community.
a) Buyer - The entity that has released the solicitation. The “Buyer” may also be the
“Customer” as defined in the PUR 1000 if that entity meets the definition of both terms.
b) Procurement Officer - The Buyer's contracting personnel, as identified in the
Introductory Materials.
c) Respondent - The entity that submits materials to the Buyer in accordance with these
Instructions.
d) Response - The material submitted by the Respondent in answering the solicitation.
e) Timeline - The list of critical dates and actions included in the Introductory Materials.
3 Solicitation Specific Definitions
The following Solicitation Specific Definitions are defined for this Solicitation. If any Solicitation
Specific Definitions modify or replace the Highlighted Existing Definitions incorporated in
Section 2 of this Attachment 1, the Solicitation Specific Definitions shall control.
a) Acceptance - A written notification that a Deliverable has been reviewed and is judged
by the PMO to meet the Acceptance Criteria, as augmented by other Deliverables and
amended from time to time, in writing, by the parties.
b) Acceptance Criteria - Performance requirements and essential conditions contained in
Attachment 12, Schedule of Deliverables that Deliverables are evaluated against before
they are given Acceptance or Rejection.
c) Accepted Deliverable - A Deliverable which has been granted Acceptance.
d) Accounting Data Element (Un-Validated) - A field, required for FLAIR processing,
containing data entered by an Approver, that must be stored in a database and
transmitted in the Payment Settlement file as part of an Accounting Entry.
e) Accounting Data Element (Validated) - A field, required for FLAIR processing,
containing data entered by an Approver, and validated against Accounting Data
Elements provided in the FLAIR Data Validation File, that must be stored in a database
and transmitted in the Payment Settlement file as part of an Accounting Entry.
f) Accounting Entry - A series of Accounting Data Elements, both validated and un-
validated, transmitted to DFS in the Payment Settlement File, that is required by FLAIR
to process payment against a Transaction.
g) Administrator - A Solution User that has electronic rights and permission to alter
Card/Account and Program settings in the Solution.
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 4 of 7
h) Approver or Approver/Group - A Solution User, or grouping of users, that has
electronic rights and permission to approve, attach scanned copies of documentation to,
or add Accounting Entries to, Transactions in the Solution.
i) Automated Clearing House (ACH) Credit File - An electronic file, produced by FLAIR
and transmitted to the State’s treasury provider by DFS, which contains payment
information and is used to settle account balances with the Contractor.
j) Business Day - Monday through Friday, 8am to 5pm, inclusive, not including paid state
holidays described listed in § 110.117(1), Florida Statutes.
k) Card/Account - An account, that is established and issued by the Contractor on behalf
of the Eligible User, is associated with the Eligible Users’ Corporate Account, and which
allows charges to be incurred for the purchase of Commodities and Contractual Services
either in person using a plastic PCard or electronically using a series of unique
identification numbers.
l) Cardholder - An employee filling a position within a Eligible User’s organization for
whom a Card/account is established by the Contractor, upon request by the Purchasing
Card Administrator in the Solution. A Cardholder is designated and authorized by the
Eligible User to make purchases within preset limits, set by the Purchasing Card
Administrator in the Solution, on behalf of the Eligible User.
m) Charge - A purchase, credit, accounting correction, or other activity associated with any
Eligible User Card/Account which creates a liability against a Eligible User’s Corporate
Account.
n) Charge Data File - An electronic file containing line item level detail of all Agency
transactions. The Charge Data File includes payment card industry standard Level 3
data, when available.
o) Confidential Information - Information in the possession or under the control of the
State, Respondent, or the Contractor that is exempt from public disclosure pursuant to
Section I, Section 24 of the Constitution of the State of Florida; the Public Records Law,
Chapter 119, Florida Statutes; or to any other provision of State or Federal Law that
serves to exempt information from public disclosure.
p) Contract - The agreement that results from this competitive solicitation, if any, between
the Department and the vendor identified as providing the best value to the State. (This
definition replaces the definition in the PUR 1000.)
q) Contractor - A business entity which has been awarded a Contract by Department in
accordance with a bid, proposal, or reply submitted by that entity in response to this
solicitation. (This definition augments the definition found in § 287.012(7), Florida
Statutes)
r) Corporate Account - A master account, established with the Contractor by the Eligible
User, to which Transactions made by Card/Accounts held by Cardholders can be posted
for payment.
s) Correction Period - The amount of time, specified in a Notice of Deficiency, which the
Contractor has to correct the identified failure in a Deliverable in order to meet the
Acceptance Criteria.
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 5 of 7
t) Date of Delivery - The date, specified in Attachment 12, Schedule of Deliverables, on or
before which, the Contractor shall submit a Deliverable for Delivery.
u) Deliverable – A tangible object, Commodity, or Contractual Service, produced for, or
provided to, an Eligible User as the result of this Contract.
v) Delivery - The submission of a Deliverable to the PMO for review and Acceptance or
Rejection.
w) Department of Financial Services (or DFS) - The Florida Department of Financial
Services.
x) The Department (or DMS) - The Florida Department of Management Services.
y) Error Resolution - The set of informal and formal procedures established by the PMO
and Key Personnel to resolve issues regarding Electronic Files.
z) Final Acceptance - A written notification that an Electronic File or Service Deliverable
has been reviewed and has been operating in production with all functionality and
without any material deficiency for thirty (30) calendar days of full production.
aa) FLAIR Data Validation File - An electronic file, transmitted to the Contractor by DFS,
containing all information necessary for to the Contractor’s Solution to validate required
accounting (FLAIR) data elements.
bb) Florida Accounting and Information Resource (FLAIR) - The State of Florida’s
accounting system used by all State Agencies.
cc) Information Warehouse - A central repository of data which is created by integrating
transaction data from FLAIR and the Contractor, maintained by DFS.
dd) Interim Acceptance - Acceptance of an Electronic File or Service Deliverable’s design
and operational specifications as detailed in an Accepted Deliverable.
ee) Late Delivery - has the meaning given in section 11.2 of Attachment 10, Special
Contract Conditions.
ff) Merchant - A vendor which accepts a Purchasing Card as payment for Commodities or
Contractual Services.
gg) Merchant Category Code (MCC) - A payment card industry standard code or
classification assigned to a merchant by a card platform that is used to classify the
merchant by the type of Commodities or Contractual Services it provides.
hh) Merchant Category Code Group (MCCG) - An electronic grouping of Merchant
Category Codes, created by Eligible Users in the Solution, which may be applied as a
restriction or permission to a Card/Account.
ii) Non-Conformance Damage(s) - The liquidated damages specified for each Deliverable
that the Contractor is liable for pursuant to section 11.3 of Attachment 10, Special
Contract Conditions.
jj) Notice of Deficiency - The State’s written statement to the Contractor which formally
rejects a Deliverable and identifies items given in section 5.3.1 of Attachment 10, Special
Contract Conditions.
kk) Operational Acceptance - Acceptance of an Electronic File or Service Deliverable’s
meeting the design and operational specifications as detailed in an Accepted
Deliverable.
ll) Other Eligible User (OEU) An Eligible User that is not an Agency.
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 6 of 7
mm) Payment Settlement File - An electronic file, transmitted to DFS by the
Contractor, containing State of Florida accounting information for all participating Agency
Transactions processed in the Contractor’s Solution. The Payment Settlement File
allows for verification of accounting controls in FLAIR before payment is made to the
Contractor.
nn) Payment Settlement Error File - An electronic file, transmitted to the Contractor by
DFS, containing Agency Transactions in the Payment Settlement File that were rejected
by FLAIR.
oo) Program - The State of Florida Purchasing Card Program.
pp) Project Management Office (PMO) - A collective entity composed of personnel from
DFS and the Department. The PMO is the primary governance body for all changes to
the Solution and Services provided under the Contract.
qq) Purchasing Card (PCard) - A restricted use, non-revolving credit card that is issued to
a Cardholder by the Contractor, is controlled by the Card/Account created by the
Purchasing Card Administrator in the Solution, and which creates a liability against a
Eligible User’s Corporate Account.
rr) Purchasing Card Administrator (OEU) - The designated representative from the
Eligible User assigned the administration and management of the Eligible User’s
Program and the primary point of contact for the Contractor and the Eligible User.
ss) Purchasing Card Administrator (Agency) - The designated representative of an
Agency who works directly with the Statewide Purchasing Card Administrator and the
Contractor on issues that relate to the Agency’s Program.
tt) Rejected Deliverable - A Deliverable which has been given Rejection.
uu) Rejection - has the meaning given in section 5.3 of Attachment 10, Special Contract
Conditions.
m) Reply - A Response to an Invitation to Negotiate. § 287.012(16), Florida Statutes
n) Review Cycle - A period of time, specified in Attachment 12, Schedule of Deliverables,
associated with a Deliverable, during which the PMO is examining the Deliverable and
determining if it meets the Acceptance Criteria.
vv) Scanned Images File - An electronic file containing all images electronically attached or
associated to Agency Transactions processed through the Contractor’s Solution.
ww) Services - Any deliverable or work, which may include Commodities or
Contractual Services, performed by the Contractor under the Contract.
xx) Solution - The Contractor’s internet based and accessible software application, hosted
and maintained by the Contractor, and used by Eligible Users to administer their
participation in the Program.
yy) State - The State of Florida.
zz) State Data - Any data or information of or concerning the State that is provided to or
obtained by the Contractor or Contractor personnel in connection with the negotiation
and execution of the Contract or the performance of the Contractor’s obligations under
the Contract, including any such data and information that either:
i. is created, generated, collected or processed by Contractor personnel in the
performance of the Contractor’s obligations under the Contract, including data
Definitions Solicitation: Purchasing Card Services Solicitation No. ITN 07-973-120-V Page 7 of 7
processing input and output, performance measurements, asset information,
reports, third party contracts for Product, and the Contractor’s charges to the
Department, or
ii. resides in or is accessed through the Department’s operating environment or the
Contractor’s Service delivery infrastructure; as well as any data and information
derived from the foregoing.
aaa) Statewide Purchasing Card Administrator - The designated representative
from DFS assigned the administration and management of the Program and the primary
point of contact for the Contractor and all Agency Eligible Users.
bbb) Subcontractor - A company or individual to which the Contractor delegates
performance of any portion of the Services.
ccc) Supporting Documentation - Any documentation, such as: receipts, invoices,
Purchase Orders, or other documentation that serves as a written record or account
justifying a Transaction.
ddd) Transaction - A purchase, charge, credit, accounting correction, or other activity
associated with any Eligible User Card/Account.
eee) Unauthorized Removal - Removal of Key Personnel from their assigned roles in
the Program without the prior, written approval to the PMO pursuant to section 4.1.1.4 of
Attachment 10.
fff) Unauthorized Use - Any Transaction which is prohibited by State or Federal law, rules,
procedures, or executive order; which is prohibited by mutual agreement between the
Eligible User and the Contractor; which is fraudulently made by an unauthorized user; or
which is made with a lost or stolen card.
ggg) User - Any Eligible User employee who has electronic access to the Solution.
Attachment 2: Procurement Officer
☐ Invitation To Bid ☐ Request For Proposal ☒ Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Procurement Officer Solicitation: Purchasing Card Services Solicitation No. 07-973-120-V Page 1 of 1
Procurement Officer The person named below is the Procurement Officer issuing the above listed solicitation. The
Procurement Officer is the sole point of contact for information regarding this solicitation from
the date of release of the ITN until the Contract award is made and announced in the Vendor
Bid System.
The Procurement Officer for this solicitation is:
Matthew A. Christovich, PMP® Associate Category Manager Division of State Purchasing Florida Department of Management Services 4050 Esplanade Way, Suite 360, Tallahassee, FL 32399-0950 Phone: (850) 488 – 8367 Email: [email protected]
Submitting Questions All questions regarding the content of this solicitation should not be directed to the Procurement
Officer listed above. Instead, all questions must be submitted in accordance with section 5 of
the Form PUR 1001. Directions on submitting questions can be found in section 2.3 of this
Solicitation.
Limit on Contact Reminder As a reminder, per Section 21 of Form PUR 1001, please note:
“Respondents to this solicitation or persons acting on their behalf may not contact,
between the release of the solicitation and the end of the 72-hour period following
the agency posting the notice of intended award, excluding Saturdays, Sundays, and
state holidays, any employee or officer of the executive or legislative branch
concerning any aspect of this solicitation, except in writing to the procurement officer
or as provided in the solicitation documents. Violation of this provision may be
grounds for rejecting a response.”
Attachment 3: Timeline of Events
Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Timeline of Events ITN: Purchasing Card Services ITN No. 07-973-120-V Page 1 of 2
The table below contains the Timeline of Events for this solicitation. Respondents should
become familiar with the Timeline of Events, as it is the Respondent’s responsibility to submit
replies to this ITN in MFMP Sourcing by the Public Opening/Due Date listed below.
The dates, times, and locations of Events listed in the Timeline of Events are subject to change
and may be altered by the Department at any time. The Department will update the Timeline of
Events in an Addendum if any changes occur. It is the Respondent’s responsibility to check for
any changes to the ITN Timeline of Events in both MFMP Sourcing and the Vendor Bid System
(VBS).
Please Note: All Events following the Response Opening are anticipated and subject to change
in time, date, and location. Activities during the Evaluation Phase and Negotiation Phase may
alter the Timeline of Events.
Solicitation Event Dates
Event Time Date Location
ITN Notification posted in the Vendor Bid System (VBS) MFMP Sourcing in Preview Mode
2:00 PM November 12, 2013
Public Meeting: Pre-Reply Conference Non-Mandatory for Respondents
3:00 PM November 21, 2013
Room 101 4050 Esplanade Way Tallahassee, FL 32399 Conference Call Information Phone Number: (888) 670 - 3525 Conference Code: 8912126970#
Question Submission Deadline 2:00 PM December 3, 2013
Anticipated Date of Answers Addendum
2:00 PM December 10, 2013
MFMP Sourcing Will Allow for Replies to be Submitted
2:00 PM December 10, 2013
Timeline of Events ITN: Purchasing Card Services ITN No. 07-973-120-V Page 2 of 2
Last Day for Vendors to Register for MFMP Sourcing
5:00 PM January 10, 2014
Public Meeting: Public Opening Replies Due in MFMP Sourcing
2:00 PM January 14, 2014
Room 360K 4050 Esplanade Way Tallahassee, FL 32399
Public Meeting: Evaluation Team Recommendation
2:00 PM February 18, 2014
Room 101 4050 Esplanade Way Tallahassee, FL 32399
Anticipated Date of Posting the List of Respondents Invited to Negotiations
February 25, 2014
Anticipated Date of Negotiations Beginning
March 17, 2014
Public Meeting: Negotiation Team Recommendation
3:00 PM June 3, 2014
Room 101 4050 Esplanade Way Tallahassee, FL 32399
Anticipated Date to Post Notice of Intent to Award
June 10, 2014
Anticipated Date of Contract Start June 17, 2014
Attachment 4: Qualification Questions
☐ Invitation To Bid ☐ Request For Proposal ☒ Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Qualification Questions Solicitation: Purchasing Card Services Solicitation No. 07-973-120-V Page 1 of 2
Each respondent shall submit Yes or No answers to the each to the following Qualification
Questions within the MFMP Sourcing Tool, in accordance with the instructions presented.
A Respondent must meet the qualifications identified and certify their compliance with the
requirements in the following Qualification Questions in order to be considered for award.
Respondents that answer ‘No’ to any of the Qualification Questions are not responsive
vendors and their replies will not be forwarded to the Evaluation Team.
Qualification Questions
Question 1 Does the Respondent certify that the person submitting the reply is authorized to respond to this solicitation on Respondent’s behalf?
Question 2 Does the Respondent certify that they are not on the Suspended Vendors list as defined and identified in the PUR 1001?
Question 3 Does the Respondent certify that they are not on the Convicted Vendors list as defined and identified in the PUR 1001?
Question 4 Does the Respondent certify compliance with section 9 of the PUR 1001?
Question 5 Does the Respondent certify that they are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List?
Question 6 Does the Respondent certify that they will, if awarded, submit to the Department, at least annually, the completed signed Preferred Pricing Affidavit as outlined in section 2.2 of the Special Contract Conditions?
Question 7 Does the Respondent certify that they have a minimum of at least five (5) years’ experience providing Purchasing Card Services to government sector clients?
Question 8 Does the Respondent certify that, within the last two years, they have provided Purchasing Card Services to a client with a minimum annual spend of $10,000,000?
Question 9 Does the Respondent certify that, within the last two years, they have provided Purchasing Card Services to a client with 10,000 or more users and 10 or more Corporate Accounts?
Qualification Questions Solicitation: Purchasing Card Services Solicitation No. 07-973-120-V Page 2 of 2
Question 10 Does the respondent certify that their (or their identified subcontractor upon which the purchasing card’s line of credit will be drawn) Texas Ratio has been below 100% for the last four (4) fiscal quarters?
Question 11
Does the respondent certify that their (or their identified subcontractor upon which the purchasing card’s line of credit will be drawn) institution has been “well capitalized” or “adequately capitalized”, pursuant to the Federal Deposit Insurance Corporation Act’s Prompt Corrective Action guidelines, for the last four (4) fiscal quarters?
Question 12 Does the respondent certify that they are able to provide a purchasing card branded with either a Visa or MasterCard card brand?
Question 13 Does the respondent certify that they have provided a complete reply to the questions asked in Tab A as required by Attachment 6?
Question 14 Does the respondent certify that they have provided the affirmation regarding the Cost Reply as required by Attachment 7?
Question 15 Does the respondent certify that they (and all their subcontractors) have no legal impediments to perform the services required by this ITN in the State of Florida?
Attachment 5: Required Documentation
☐ Invitation To Bid ☐ Request For Proposal ☒ Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Required Documentation Solicitation: Purchasing Card Services Solicitation No. 07-973-120-V Page 1 of 1
Instructions
This document contains the directions and requirements for a Respondent’s Required
Documentation for this ITN. Each Respondent shall prepare an electronic copy of the following
required document(s) in accordance with the instructions provided herein, and then attach it to
the appropriate link in MFMP Sourcing in accordance with the overall instructions regarding the
use of MFMP Sourcing for this ITN.
Required Document 1
Name: Contractor Information Form
Instructions: Respondent shall submit one (1) complete Contractor Information Form, Attachment 15, with the Reply. Download the provided document, fill it in, and upload it in the link provided.
Required Document 2
Name: Department of State Registration Form
Instructions: Respondent shall submit a copy of its registration with the Department of State, which authorizes the company to do business in Florida.
Required Document 3
Name: Client Reference Form
Instructions: Respondent shall submit one (1) complete Client Reference Form, Attachment 13, with the Reply. Download the provided document, fill it in, and upload it in the link provided.
Attachment 6: Requirements of Technical Reply
Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Requirements of Technical Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 1 of 16
1 Instructions for Technical Reply
This document contains the directions and requirements for a Respondent’s Technical Reply to
this ITN. Respondents are to prepare their Technical Reply in accordance with the instructions
provided herein, and then attach an electronic copy of their prepared Technical Reply to the
appropriate place in the MFMP Sourcing Tool in accordance with the overall instructions
regarding the use of MFMP Sourcing for this ITN.
1.1 Organization Requirements
The Respondent’s Technical Reply is to be organized into Tabs according to the naming
conventions and page limit listed in Table 1-1: Technical Reply Tab Requirements and should
include the information requested in section 2, Required Tabs & Questions, of this document.
Tab Title Page Limit
A Company Overview 10 Pages
B Project Management 20 Pages
C Customer Support 20 Pages
D Implementation 30 Pages
E Operation 20 Pages
F Transition 20 Pages
G FLAIR Data Integration 40 Pages
H User Training 20 Pages
I Card Production & Issuance 25 Pages
J Program Performance Measures & Contract Reporting 30 Pages
K Solution 75 Pages
Table 1-1: Technical Reply Tab Requirements
Section 2, Required Tabs & Questions, contains multiple questions which correspond to topical
areas within the Statement of Work (Attachment 11) with which the Department will evaluate a
Respondents’ ability to perform under any potential Contract. These questions also correspond
to specific Evaluation Criteria (Attachment 8) with which the Department will evaluate the
Technical Reply provided by the Respondent.
Requirements of Technical Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 2 of 16
1.2 Font, Size, and Page Limitations
The Technical Reply should conform to the following style requirements:
Use Arial font, with a minimum size of 11 points
Use a page size of 8 ½” x 11”
Use page margins of at least 0.5"
Each Tab of the Technical Reply, including any attachments, exhibits, appendices, charts, or
tables, should not exceed the length (in pages) designated in Table 1-1: Technical Reply Tab
Requirements.
1.3 Electronic Submission Requirements
Respondents should submit the Technical Reply as separate Tab files (one file per Tab) within
MFMP Sourcing. The Tab files should be saved in the Adobe standard Portable Document
Format (.pdf), and be named according to the following list:
Respondent Name - Tab A - Company Overview
Respondent Name - Tab B - Project Management
Respondent Name - Tab C - Customer Support
Respondent Name - Tab D - Implementation
Respondent Name - Tab E - Operation
Respondent Name - Tab F - Transition
Respondent Name - Tab G - FLAIR Data Integration
Respondent Name - Tab H - User Training
Respondent Name - Tab I - Card Production & Issuance
Respondent Name - Tab J - Program Performance Measures & Contract Reporting
Respondent Name - Tab K - Solution
Each Tab file should be attached as a separate electronic file to the appropriate link provided in
MFMP Sourcing.
Requirements of Technical Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 3 of 16
2 Required Tabs & Questions
Respondents shall respond to the following questions and submit their Technical Reply in the
Tab structure required above or the Respondent may be deemed nonresponsive. Respondents
shall submit complete and detailed answers to each and every question within each Tab or the
Respondent may be deemed nonresponsive at the discretion of the Department.
Respondents should format each Tab to stand as a single, complete document without cross
references to information contained in another Tab. If the Respondent feels that the information
provided in answer to a question within one Tab may be useful to the evaluators in answering a
question in another Tab, the Respondent should repeat the information in that Tab so as to
make the narrative internally complete.
2.1 Tab A: Company Overview
The Department desires a brief overview of your company.
1) Provide a brief history of your company. Include in your Reply, the following:
Name and address (corporate office and main locations)
Number of years in business
Corporate structure
Number of employees
Subsidiaries related to Purchasing Card Services
Revenue history
2) Identify any litigation within the last 5 years related to Purchasing Card Services and/or
other litigation which may or has impacted your ability to provide the Services described
in this Solicitation to which you have been a party.
3) Identify any subcontractors that you will use to provide the Services described in this
Solicitation. Include in your Reply how each of these subcontractors will be used to
provide specific elements of the Statement of Work.
Requirements of Technical Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 4 of 16
2.2 Tab B: Project Management
2.2.1 Project Management Experience
The Statement of Work requires the Contractor to work cooperatively with the State of Florida to
manage the Implementation, ongoing Operation, and eventual Transition of the State of Florida
Purchasing Card Program.
1) Describe, in detail, your organization’s internal methods for managing projects.
2) Describe, in detail, how your organization has participated in a joint Project Management
Office with a customer. Include in your Reply a detailed description of the obstacles,
barriers, and challenges that you have encountered using this kind of joint Project
Management Office and how you have worked to identify the obstacles and barriers and
overcome challenges presented.
3) Describe, in detail, how your organization develops and captures best practices in
project management. Include in your Reply a description of the organizational process
assets that your organization maintains to facilitate the Implementation, Operation, and
Transition of a Purchasing Card Services Program with special attention paid to the
following questions:
How has communication to customers regarding internal changes, new
processes/procedures, issue identification, and problem resolution been
managed?
How do you develop issue resolution procedures?
How do you manage customer relationships?
How do you perform change management for Services?
Who would the State of Florida contact when there are questions/issues with the
Program?
2.2.2 Key Personnel
The Statement of Work requires the Contractor to provide Key Personnel with specific skillsets
and job functions to support Agency participation in the Program.
4) Identify the Key Personnel that you will provide to the State of Florida Purchasing Card
Program and describe, in detail, how these Key Personnel meet the Key Personnel
requirements presented in the Statement of Work.
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2.2.3 Project Personnel
The Statement of Work requires the Contractor to provide personnel to support the
Implementation, ongoing Operation, and eventual Transition of the State of Florida Purchasing
Card Program.
5) Identify additional project personnel that you will provide to the State of Florida
Purchasing Card Program and describe, in detail, how these additional project personnel
will assist you in meeting the requirements presented in the Statement of Work. Include
in your Reply an organization chart illustrating how you will manage the State of Florida
Purchasing Card Program.
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2.3 Tab C: Customer Support
2.3.1 Customer Support Experience
The Statement of Work requires the Contractor to provide Customer Support for the State of
Florida Purchasing Card Program Eligible Users.
1) Describe, in detail, your experience with Customer Support. Include in your Reply the
size and scope of Purchasing Card programs to which you have provided Customer
Support.
2) Describe, in detail, the processes that you have put in place with other customers to
monitor their satisfaction with service and quality of your Customer Support. How has
customer feedback been used to improve service and quality?
3) Describe, in detail, your ability to provide customer-specific Customer Support, (i.e.
assuring that customer specific rules and regulations are followed).
2.3.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to provide Customer Support for the State of
Florida Purchasing Card Program Eligible Users.
4) Describe, in detail, the Customer Support Services that you will provide to the Eligible
Users and how the Customer Support Services you offer meet the requirements
presented in the Statement of Work.
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2.4 Tab D: Implementation Services
2.4.1 Implementation Experience
The Statement of Work requires the Contractor to create and manage separate and
simultaneous Implementation Plans for both Agencies and Other Eligible Users. The Contractor
must use these Plans to manage the enrollment of all 35 State of Florida Agency and 218
Eligible User Eligible Users in the Program within the allotted timeframe(s).
1) Describe, in detail, your experience with Implementation of a Purchasing Card Program
the size and scope of the State of Florida Purchasing Card Program.
2) Describe, in detail, instances where you have developed a phased roll out plan of
Services and Solution to a Purchasing Card Program the size and scope of the State of
Florida Purchasing Card Program. Include in your Reply a discussion of how you
manage stakeholder expectations and overall communication of implementation goals.
3) Describe, in detail, instances where you have managed a phased roll out plan of
Services and Solution to a Purchasing Card Program the size and scope of the State of
Florida Purchasing Card Program. Include in your Reply your performance measures for
a successful implementation.
4) Describe, in detail, the challenges you have experienced when transitioning customers
from a legacy system to your Solution. If there were barriers to the transition, please
include how these challenges were identified and overcome and what best practices
were developed as a result.
2.4.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to provide Implementation Services for the State
of Florida Purchasing Card Program Eligible Users.
5) Describe, in detail, the Implementation Services that you will provide to the State of
Florida Purchasing Card Program and how the Implementation Services you offer meet
the Implementation Services requirements presented in the Statement of Work.
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2.5 Tab E: Operation Services
2.5.1 Operation Experience
The Statement of Work requires the Contractor to create and manage separate Operation Plans
for the State of Florida Purchasing Card Program Eligible Users. The Contractor must use these
Plans to manage the ongoing operation of all Eligible Users who elect to join the Program as
long as they choose to participate in the Program.
1) Describe, at an overview, your experience with the operation of a Purchasing Card
Program the size and scope of the State of Florida Purchasing Card Program. Include in
your Reply a discussion of the staffing levels required to support and maintain a program
the size and scope of the State of Florida Purchasing Card Program.
2.5.2 System Security
2) Describe, in detail, your experience with System Security. Include in your Reply a
discussion of your System Security plan and procedures.
3) Describe, in detail, the System Security that you will provide to the State of Florida
Purchasing Card Program and how the System Security Services you offer meet the
System Security Services requirements presented in the Statement of Work.
2.5.3 Disaster Recovery
4) Describe, in detail, your experience with Disaster Recovery. Include in your Reply a
description of your Disaster Recovery plan and procedures.
5) Describe, in detail, the Disaster Recovery Services that you will provide to the State of
Florida Purchasing Card Program and how the Disaster Recovery Services you offer
meet the Disaster Recovery requirements presented in the Statement of Work.
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2.6 Tab F: Transition Services
2.6.1 Transition Experience
The Statement of Work requires the Contractor to create and update separate Transition Plans
for the State of Florida Purchasing Card Program Eligible Users.
1) Describe, in detail, your experience with the transition to a vendor other than your
organization of a Purchasing Card Program the size and scope of the State of Florida
Purchasing Card Program. Include in your Reply a discussion of your approach to a
phased close-out of individual Card/Accounts and the steps to reconcile all Corporate
Accounts before final closure.
2.6.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to use approved and current Transition Plans to
manage the transition of any State of Florida Agency or Other Eligible User Eligible Users who
elect to leave the Program, or to manage the transition of the Program as a whole should the
Department elect to solicit and award a Contract for the Program to a vendor other than the
Contractor.
2) Describe, in detail, the Transition Services that you will provide to the State of Florida
Purchasing Card Program and how the Transition Services you offer meet the Transition
Services requirements presented in the Statement of Work.
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2.7 Tab G: FLAIR Data Integration
2.7.1 Data Integration Experience
The Statement of Work requires the Contractor’s Solution to either 1) be capable of or 2) be
made capable of integrating various Accounting Data Elements in order to process payments for
State Agencies.
1) Describe, in detail, your experience with a data integration of your Solution with a similar
size and scope to that required by the Statement of Work for the State of Florida
Purchasing Card Program.
2) Describe, in detail, your experience creating and maintaining modifications to your
Solution to meet the accounting data needs of a customer. Include in your Reply
information pertaining to both the technical challenges of modifying your Solution and
the project management challenges that such a modification may present.
2.7.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to create and execute a comprehensive FLAIR
Data Integration Plan which will allow the Solution to provide the various Accounting Data
Elements required by FLAIR to process payments to the Contractor.
3) Describe, in detail, the FLAIR Data Integration Services that you will provide to the State
of Florida Purchasing Card Program and how the FLAIR Data Integration Services you
offer meets the FLAIR Data Integration Services requirements presented in the
Statement of Work.
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2.8 Tab H: User Training
2.8.1 Development Experience
The Statement of Work requires the Contractor to create User Training for the State of Florida
Purchasing Card Program Eligible Users.
1) Describe, in detail, your experience with user training and how that experience will help
you meet the requirements presented in the Statement of Work. Include in your Reply
the size and scope of Purchasing Card Programs to which you have provided user
training as well as a description of the user training staff you currently have and the
skillsets possessed by these staff?
2) Describe, in detail, your approach to user training with regards to Solution functionality.
o How do you familiarize user with the interface and capabilities of the Solution?
o How do you refresh infrequent users’ knowledge of basic functions, or refresh the
consistent users’ knowledge of seldom-used or advanced functions of the
Solution?
3) Describe, in detail, your user training methods. Include in your Reply how you develop,
update, and use documentation, classroom training, webinar training, and online training
modules to facilitate user autonomy in the usage of the Solution.
2.8.2 Customization Experience
The Statement of Work requires the Contractor to customize and maintain elements of the
Agency User Training to include elements of State of Florida policy and procedures created by
DFS.
4) Describe, in detail, any experience you have in creating and delivering joint user training
for past or current customers.
2.8.3 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to provide User Training for the State of Florida
Purchasing Card Program Eligible Users.
5) Describe, in detail, the User Training that you will provide to the State of Florida
Purchasing Card Program and how the User Training you offer meets the User Training
requirements presented in the Statement of Work.
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2.9 Tab I: Card Production & Issuance
2.9.1 Card Production & Issuance Experience
The Statement of Work requires the Contractor to offer Purchasing Cards issued to individual
Eligible User’s Programs. These PCards must have a customized visual style, contain specific
data elements, and be issued, delivered, and activated according to a specific schedule.
1) Describe, in detail, your experience with card production and issuance and how that
experience will help you meet the requirements presented by the Statement of Work.
Include in your Reply a discussion of instances where you have issued cards for use by
customers with a similar size and scope to that required by the Statement of Work for
the State of Florida Purchasing Card Program.
2) Describe, in detail, your ability to provide customer specific artwork and design elements
on individual cards. Include in your Reply a discussion of the limitations and
requirements of making changes to the design of a card for each Eligible User.
2.9.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to produce and issue over 40,000 cards spread
across 35 State of Florida Agency and 218 Other Eligible User Eligible Users within the
implementation timeline for the State of Florida Purchasing Card Program.
3) Describe, in detail, the card production and issuance that you will provide to the State of
Florida Purchasing Card Program and how the card production and issuance you offer
meets the card production and issuance requirements presented in the Statement of
Work. Include in your Reply a description of any subcontractor relationships that you
utilize to provide Purchasing Cards.
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2.10 Tab J: Program Performance Measures & Contract Reporting
2.10.1 Program Performance Measures & Contract Reporting Experience
The Statement of Work requires the Contractor to develop or provide program performance
measures and periodically report on those measures to the Department’s Contract Administrator
as part of Contract Reporting.
1) Describe, in detail, your experience with developing program performance measures
and how that experience will help you meet the requirements presented by the
Statement of Work. Include in your Reply a discussion of how you develop and use
performance metrics, how you perform quality of service assessments, and your
techniques to ensure overall quality of service.
2) Describe, briefly, your current monitoring of performance indicators for Purchasing Card
Programs. Include in your Reply a discussion of what key performance measures you
track and the reporting frequency and period covered for each measure.
3) Describe, in detail, the reporting options and the level of reporting detail you offer.
Include in your Reply how these reports can be tailored to meet the requirements of
Eligible Users.
2.10.2 State of Florida Purchasing Card Program
The Statement of Work requires the Contractor to develop or provide specific Program
Performance Measures for the State of Florida Purchasing Card Program.
4) Describe, in detail, your proposed Program Performance Measures and how the
Program Performance Measures you offer meet the Program Performance Measures
requirements presented in the Statement of Work.
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2.11 Tab K: Solution
2.11.1 Administration and Access Requirements
The Statement of Work requires the Contractor to provide an internet-based software
application (the Solution), accessible through the internet, hosted and maintained by the
Contractor, and used by a Eligible User to manage their participation in the Program.
1) Describe, in detail, the Solution that you will provide to the State of Florida Purchasing
Card Program and how the Solution you offer meets the general Solution requirements
presented in the Statement of Work. Include in your Reply delineation between required
functionality that currently exists in your Solution and functionality that will require a
modification of your Solution. For those items that must be added or modified, include a
discussion of your methods for creating and maintaining those modifications.
2) Describe, in detail how your Solution handles the requirements regarding User
Administration & Access Requirements presented in the Statement of Work. Include in
your Reply delineation between required functionality that currently exists in your
Solution and functionality that will require a modification of your Solution. For those items
that must be added or modified, include a discussion of your methods for creating and
maintaining those modifications.
2.11.2 Card/Account Administration Requirements
The Statement of Work requires the Contractor to provide a Solution that will allow for real-time
management of Card/Accounts with no required action by the Contractor.
3) Describe, in detail, how your Solution handles the requirements regarding General
Card/Account Administration presented in the Statement of Work. Include in your Reply
delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
4) Describe, in detail, how your Solution handles the requirements regarding Emergency
Card/Account Administration requirements presented in the Statement of Work. Include
in your Reply delineation between required functionality that currently exists in your
Solution and functionality that will require a modification of your Solution. For those items
that must be added or modified, include a discussion of your methods for creating and
maintaining those modifications.
5) Describe, in detail, how your Solution handles the requirements regarding Transaction &
Charge Limits presented in the Statement of Work. Include in your Reply delineation
between required functionality that currently exists in your Solution and functionality that
will require a modification of your Solution. For those items that must be added or
modified, include a discussion of your methods for creating and maintaining those
modifications.
6) Describe, in detail, how your Solution handles the requirements regarding Merchant
Category Code Restrictions presented in the Statement of Work. Include in your Reply
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delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
2.11.3 Transaction Approval & Workflow Requirements
The Statement of Work requires the Contractor to provide a Solution that will manage the
transaction approval workflow and allow for Accounting Data Elements to be added to each
Transaction as part of the Transaction Approval Workflow process.
7) Describe, in detail, how your Solution handles the requirements regarding Transaction
Approval presented in the Statement of Work. Include in your Reply delineation between
required functionality that currently exists in your Solution and functionality that will
require a modification of your Solution. For those items that must be added or modified,
include a discussion of your methods for creating and maintaining those modifications.
8) Describe, in detail, how your Solution handles the requirements regarding Transaction
Approval Workflow Management presented in the Statement of Work. Include in your
Reply delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
9) Describe, in detail, how your Solution handles the requirements regarding Agency
Accounting Entries presented in the Statement of Work. Include in your Reply
delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
10) Describe, in detail, how your Solution handles the requirements regarding Transaction
Approval Auditing presented in the Statement of Work. Include in your Reply delineation
between required functionality that currently exists in your Solution and functionality that
will require a modification of your Solution. For those items that must be added or
modified, include a discussion of your methods for creating and maintaining those
modifications.
11) Describe, in detail, how your Solution handles the requirements regarding Supporting
Documentation Management presented in the Statement of Work. Include in your Reply
delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
2.11.4 Program Reporting Requirements
The Statement of Work requires the Contractor to provide a Solution that will allow for the
reporting on Program usage though an integrated reporting and data analysis tool.
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12) Describe, in detail, how your Solution handles the requirements regarding Program
Reporting presented in the Statement of Work. Include in your Reply delineation
between required functionality that currently exists in your Solution and functionality that
will require a modification of your Solution. For those items that must be added or
modified, include a discussion of your methods for creating and maintaining those
modifications.
13) Describe, in detail, how your Solution handles the requirements regarding Ad Hoc
Program Reporting presented in the Statement of Work. Include in your Reply
delineation between required functionality that currently exists in your Solution and
functionality that will require a modification of your Solution. For those items that must be
added or modified, include a discussion of your methods for creating and maintaining
those modifications.
Attachment 7: Requirements of Cost Reply
Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Requirements of Cost Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 1 of 2
1 Instructions for Cost Reply
This document contains the directions and requirements for a Respondent’s Cost Reply to this
ITN. Respondents are to prepare their Cost Reply in accordance with the instructions provided
herein, and then attach an electronic copy of their prepared Cost Reply to the appropriate place
in the MFMP Sourcing Tool in accordance with the overall instructions regarding the use of
MFMP Sourcing for this ITN.
1.1 Electronic Submission Requirements
Respondents shall submit the Cost Reply as a single file within MFMP Sourcing. The Cost
Reply shall be saved in the Adobe standard Portable Document Format (.pdf), and be named
according to the following convention:
Respondent Name – Cost Reply
The Cost Reply file shall be attached as an electronic file to the appropriate link provided in
MFMP Sourcing.
Requirements of Cost Reply ITN: Purchasing Card Services ITN No. 07-973-120-V Page 2 of 2
2 Required Information
The Department does not require Respondents to provide a Cost Reply at this time. The
Department will require Respondents to provide a Cost Reply during the Negotiation Phase.
Instead of a Cost Reply, the Respondent must print, sign, and attach this page as part of their
Reply to this ITN.
Respondent acknowledges that they will be required to provide a Cost Reply, which completely
conforms to the Department’s specifications, during the Negotiation Phase of the ITN:
Respondent [ ]
Signature
Print Name & Title
Date
Attachment 8: Evaluation Criteria
Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 1 of 15
1 Technical Reply Evaluation Criteria
The Department’s Evaluation Team will review, evaluate, and score the Respondent’s Technical
Reply based on the following criteria and according to the Reply Evaluation presented in
Attachment 9. The Evaluation Team will use the scoring guidelines provided in Table 1-1 of
Attachment 9 to assign numerical scores to each Technical Reply.
1.1 Tab A: Company Overview
Tab A is included for the information of the Department, and will not be scored using the
numerical scoring presented in Attachment 9; however, Respondents must address each
Question, A1 through A3, in Attachment 6 in order for their Reply to be responsive.
1.2 Tab B: Project Management
Tab B will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their internal methods for managing
projects, they possess _____ experience required to fulfill the general project management requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent present an internally consistent and standardized approach to project management?
2) Based upon the Respondent’s description of how their organization has participated in a
joint Project Management Office with a customer, they possess_____ experience required to fulfill the Project Management Office requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe experience(s) that are similar to the size and scope of the State of Florida Purchasing Card Program?
Does the Respondent describe a standardized process for identifying and overcoming challenges, barriers, and obstacles in a joint Project Management Office?
3) Based upon the Respondent’s description of how their organization develops and
captures best practices in Project Management, they possess _____ experience required to fulfill the project management requirements of the Statement of Work.
Consider in your evaluation the following points:
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 2 of 15
Does the Respondent demonstrate that they possess established policies and procedures for issue resolution, change management, customer relationship management, and communication?
Does the Respondent clearly articulate how they monitor and track their policies and procedures for issue resolution, change management, customer relationship management, and communication?
Does the Respondent demonstrate a process for conducting lessons learned reviews and collecting best practices to update organization standard documents and procedures?
4) Based upon the Respondent’s description of their proposed Key Personnel and how
those Key Personnel meet the Key Personnel requirements outlined in the Statement of Work, they possess _____ Key Personnel required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Did the Respondent identify all four required Key Personnel? o Project Manager o Program Manager o Technical Representative o Customer Service Representative
Does the Respondent demonstrate that the Key Personnel proposed possess skillsets that are adequate to fulfill the requirements of the State of Florida Purchasing Card Program?
5) Based upon the Respondent’s description of their proposed additional project personnel
and how those personnel will assist them in meeting the requirements outlined in the Statement of Work, as well as a review of their organization chart, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Is the additional personnel level demonstrated by the Respondent delineated in the organizational chart?
Does the Respondent clearly articulate the number and type of additional project personnel that they will provide to the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate how the additional project personnel identified will assist them in meeting the requirements presented in the Statement of Work?
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1.3 Tab C: Customer Support
Tab C will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with Customer Support,
they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent clearly articulate that they have provided Customer Support to customers with a similar size and scope to the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate that they have provided toll-free telephone and online Customer Support?
Does the Respondent provide and explain a toll free telephone method for reporting lost/stolen cards?
Does the Respondent provide and explain an online method for reporting lost/stolen cards?
2) Based upon the Respondent’s description of the processes that they have been put in
place with other customers to monitor their satisfaction with service and quality of Customer Support and their description of how has customer feedback been used, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe an ongoing quality monitoring and improvement process?
Does the Respondent describe how they gather feedback from customers regarding their quality of Customer Support?
Does description of the quality monitoring and improvement process provide a listing of frequency and method of evaluation for the feedback gathered?
Does the Respondent describe how customer feedback has been incorporated into their policy and procedures to improve quality of Customer Support?
3) Based upon the Respondent’s description of their ability to provide customer-specific
Customer Support, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe any instances when customer specific rules or procedures have been required for Customer Support?
Does the Respondent describe how these requirements were incorporated into their standard operational procedures for Customer Support?
4) Based upon the Respondent’s description of the Customer Support Services that they
offer and their description of how the Customer Support Services they offer meet the requirements presented in the Statement of Work, they will provide _____ Customer Support.
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 4 of 15
Consider in your evaluation the following points:
Does the Respondent describe how they will structure the Customer Support services for the State of Florida Purchasing Card Program?
Does the Respondent describe how the Customer Support Services they propose meet the requirements presented in the Statement of Work?
1.4 Tab D: Implementation
Tab D will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with Implementation of a
Purchasing Card Program the size and scope of the State of Florida Purchasing Card Program, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent clearly articulate that they have provided Implementation Services to customers with a similar size and scope to the State of Florida Purchasing Card Program?
Does the Respondent clearly describe their experience with enrollment of multiple entities involving 10,000 or more users and 10 or more separate Corporate Accounts simultaneously?
2) Based upon the Respondent’s description of instances where they have developed a
phased roll-out plan of Services and Solution to a Purchasing Card Program the size and scope of the State of Florida Purchasing Card Program and their description of how they manage stakeholder expectations and overall communication of Implementation goals, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe instances where they have developed project implementation plans for customers with 10,000 or more users and 10 or more Corporate Accounts?
Does the Respondent clearly articulate how they manage stakeholder expectations and overall communication of Implementation goals?
3) Based upon the Respondent’s description of instances where they have managed a
phased roll out plan of Services and Solution to a Purchasing Card Program the size and scope of the State of Florida Purchasing Card Program and the description of their performance measures for a successful Implementation, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe instances where they have executed project implementation plans for customers with 10,000 or more users and 10 or more Corporate Accounts?
Does the Respondent clearly articulate how they monitor the performance of
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 5 of 15
their executed implementation plans?
Does the Respondent identify the challenges faced by such an implementation and the processes used to resolve those challenges?
Does the Respondent clearly articulate how they adapt implementation plans in response to obstacles and challenges?
Does the Respondent describe the lessons learned and best practices developed as a result of this experience?
4) Based upon the Respondent’s description of the challenges they have experienced
when transitioning other customers from a legacy system to Respondent’s Solution and how these challenges were identified and overcome, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe instances where they have managed the transition of a customer from a legacy system to their Solution?
Does the Respondent identify the challenges faced by such an implementation and the processes used to resolve those challenges?
Does the Respondent describe the lessons learned and best practices developed as a result of this experience?
5) Based upon the Respondent’s description of the Implementation Services that they offer
and their description of how the Implementation Services they offer meet the requirements presented in the Statement of Work, they will provide _____ Implementation Services.
Consider in your evaluation the following points:
Does the Respondent describe the Implementation services for the Program?
Does the Respondent describe how the Implementation Services they propose meet the requirements presented in the Statement of Work?
1.5 Tab E: Operation
Tab E will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with the Operation of
Purchasing Card Programs, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe instances where they have operated Purchasing Card Programs for customers with 10,000 or more users and 10 or more Corporate Accounts?
Does the Respondent clearly articulate the staffing levels required to support and maintain a program the size and scope of the State of Florida Purchasing Card Program?
2) Based upon the Respondent’s description of their experience with System Security, they
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 6 of 15
possess _____ experience required to fulfill the requirements of the Statement of Work Consider in your evaluation the following points:
Does the Respondent demonstrate that they have and maintain a System Security Plan which provides for the physical and electronic security of the Solution and its data?
Does the Respondent clearly articulate their measures for maintaining the integrity of the Solution and its data, including a discussion of the methods used to protect data from theft, loss, manipulation, exploitation from hackers, or damage from Solution failures?
Does the Respondent describe instances where System Security has been breached and clearly articulate how they have responded to these breaches?
3) Based upon the Respondent’s description of the System Security that their Solution
offers and their description of how the System Security they offer meet the requirements presented in the Statement of Work, they will provide _____ System Security.
Consider in your evaluation the following points:
Does the Respondent clearly articulate the System Security they will provide to the State of Florida Purchasing Card Program in accordance with the Statement of Work?
4) Based upon the Respondent’s description of their experience with Disaster Recovery, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent demonstrate that they have and maintain ongoing policies and procedures for Disaster Recovery?
Does the Respondent clearly articulate their ability to recover from a disaster and maintain continuity of services for their customers?
5) Based upon the Respondent’s description of the Disaster Recovery Services that they
offer and their description of how the Disaster Recovery Services they offer meet the requirements presented in the Statement of Work, they will provide _____ Disaster Recovery Services.
Consider in your evaluation the following points:
Does the Respondent clearly articulate the Disaster Recovery Services they will provide to the State of Florida Purchasing Card Program in accordance with the Statement of Work?
1.6 Tab F: Transition
Tab F will be evaluated using the following questions and considerations:
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 7 of 15
1) Based upon the Respondent’s description of their experience with the Transition to a vendor other than their organization of a Purchasing Card Program the size and scope of the State of Florida Purchasing Card Program and their description of their approach to a phased close-out of individual Card/Accounts and the steps they list to reconcile all Corporate Accounts before final closure, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent demonstrate occasions where they have created, maintained, and implemented a Transition Plan for a phased close-out in Services?
Does the Respondent demonstrate how they have provided successful Transition Services to customers with a similar size and scope to the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate their approach to the reconciliation of Corporate Accounts prior to final close-out?
Does the Respondent describe instances where they have had Transition Plans interrupted by unforeseen events and do they clearly articulate how they have addressed these situations?
2) Based upon the Respondent’s description of the Transition Services that they offer and
their description of how the Transition Services they offer meets the requirements presented in the Statement of Work, they will provide _____ Transition Services.
Consider in your evaluation the following points:
Does the Respondent clearly articulate how the Transition Services they offer meet the requirements presented in the Statement of Work?
Does the Respondent address timeframes, Corporate Account reconciliation, Card/Account close-out, and effective communication plans?
1.7 Tab G: FLAIR Data Integration
Tab G will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with Data Integration, they
possess _____ experience required to fulfill the requirements of the Statement of Work. Consider in your evaluation the following points:
Does the Respondent clearly articulate instances where they have performed Data Integration of their Solution with a Program of similar size and scope to that required by the Statement of Work for the State of Florida Purchasing Card Program?
2) Based upon the Respondent’s description of their experience with creating and
maintaining modifications to their Solution to support the Accounting Data Integration needs of customers, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 8 of 15
Consider in your evaluation the following points:
Does the Respondent demonstrate the ability to modify their Solution to meet the Accounting Data needs of customers?
Does the Respondent identify any technical challenges that could be encountered during modification of their Solution to meet the Accounting Data Integration needs of other customers and present a coherent approach to solving problems that are encountered during implementation?
Does the Respondent clearly articulate their methodology for assessing what modifications to their Solution may be necessary to meet the Data Integration needs of a customer?
3) Based upon the Respondent’s description of the FLAIR Data Integration that they offer
and their description of how the FLAIR Data Integration they offer meets the requirements presented in the Statement of Work, they will provide _____ FLAIR Data Integration.
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution is capable of being modified to meet the needs of the State of Florida Purchasing Card Program?
Does the Respondent demonstrate an understanding of the Data Integration requirements of the Statement of Work and clearly articulate their ability and willingness to modify (if necessary) their Solution to comply with the requirements of the Statement of Work?
1.8 Tab H: User Training
Tab H will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with User Training, they
possess _____ experience required to fulfill the requirements of the Statement of Work. Consider in your evaluation the following points:
Does the Respondent demonstrate that they have experience in providing User Training that will assist them in meeting the Requirements of the Statement of Work?
Does the Respondent demonstrate that they possess sufficient qualified staff to perform User Training to the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate that they have provided User Training to a customer with a similar size and scope of the State of Florida Purchasing Card Program?
2) Based upon the Respondent’s description of their approach to User Training, they
possess _____ experience required to fulfill the requirements of the Statement of Work. Consider in your evaluation the following points:
Does the Respondent demonstrate their approach to User Training and clearly articulate how that approach facilitates user autonomy in using the Solution?
Does the Respondent clearly articulate how they familiarize Users with the
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interface and capabilities of the Solution?
Does the Respondent clearly articulate how they refresh infrequent Users’ knowledge of basic functions, or consistent Users’ knowledge of seldom-used or advanced functions of the Solution?
3) Based upon the Respondent’s description of their User Training methods, they possess
_____ experience required to fulfill the requirements of the Statement of Work. Consider in your evaluation the following points:
Does the Respondent clearly articulate how they have provided User Training to a customer with a similar size and scope of the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate how they develop, update, and use documentation, classroom training, webinar training, and online training modules to facilitate User autonomy in the usage of the Solution?
4) Based upon the Respondent’s description of their experience in creating and delivering
joint User Training, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent demonstrate that they have developed and facilitated the delivery of joint User Training with any of their customers, past or present?
Does the Respondent clearly articulate the methods used to develop and maintain this joint User Training?
Does the Respondent clearly describe the modalities of the User Training they have developed, and the roles of each entity’s training personnel in the delivery of User Training?
5) Based upon the Respondent’s description of the User Training that they offer and their
description of how the User Training they offer meets the requirements presented in the Statement of Work, they will provide _____ User Training.
Consider in your evaluation the following points:
Does the Respondent outline the type(s) of User Training they will provide to the State of Florida Purchasing Card Program and how that User Training complies with the Statement of Work?
Does the Respondent include in their outline the modalities of User Training offered?
1.9 Tab I: Card Production & Issuance
Tab I will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with Card Production &
Issuance they possess _____ experience required to fulfill the general Production & Issuance requirements of the Statement of Work.
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Consider in your evaluation the following points:
Does the Respondent demonstrate that they have provided Card Production & Issuance services to a program the size and scope of the State of Florida Purchasing Card Program?
2) Based upon the Respondent’s description of their ability to provide customer specific
artwork and design elements on individual cards as well as their description of the limitations and requirements of making changes to the design of a card for an individual Eligible User’s program, they possess _____ experience required to fulfill the card customization requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent demonstrate that they have issued Cards using customer unique artwork to a program of a similar size and scope to the State of Florida Purchasing Card Program?
Does the Respondent clearly articulate their limitations and constraints in issuing and making changes to the design of a card for a Eligible User’s program?
Do limitations and constraints described by the Respondent meet the requirements of the Statement of Work?
3) Based upon the Respondent’s description of the Card Production & Issuance that they
offer and their description of how the Card Production & Issuance they offer meets the requirements presented in the Statement of Work, they will provide _____ Card Production & Issuance.
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Card Production & Issuance, at a minimum, meets the requirements established in the Statement of Work?
Does the Respondent clearly articulate the use of subcontractors and clearly delineate the role that their subcontractor(s) will play in Card Production & Issuance?
1.10 Tab J: Program Performance Measures & Contract Reporting
Tab J will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their experience with developing Program
Performance Measures and how that experience will help them meet the requirements presented by the Statement of Work, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent provide examples of performance measures they have developed for other customers to whom they have provided Purchasing Card Services?
Does the Respondent describe performance measures they currently have in place?
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 11 of 15
Does the Respondent provide examples of performance measures that include the categories mentioned in the Statement of Work?
2) Based upon the Respondent’s description of their current monitoring of performance
indicators for Purchasing Card Programs, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe how they monitor their performance measurements?
Does the Respondent clearly articulate how the results of their monitoring are utilized to improve performance?
Does the Respondent demonstrate that the performance data is reliable and valid?
3) Based upon the Respondent’s description of the reporting options and the level of
reporting detail their program offers, they possess _____ experience required to fulfill the requirements of the Statement of Work.
Consider in your evaluation the following points:
Does the Respondent describe the capabilities that their Program offers regarding various reports and performance metrics?
Does the Respondent describe their ability to produce performance reports based upon the reporting needs of the customer?
4) Based upon the Respondent’s description of the Program Performance Measures that
they offer and their description of how the Program Performance Measures they offer meet the requirements presented in the Statement of Work, they will provide _____ Program Performance Measures.
Consider in your evaluation the following points:
Does the Respondent clearly articulate how the Program Performance Measures they offer meet the requirements presented in the Statement of Work?
1.11 Tab K: Solution
Tab K will be evaluated using the following questions and considerations:
1) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the General Requirements? _____ Consider in your evaluation the following points:
Does the Respondent clearly articulate that they have a clear and comprehensive understanding of the General Requirements for an internet-based Solution presented in the Statement of Work?
Does the Respondent clearly articulate the capabilities of their Solution in accordance with the General Requirements presented in the Statement of
Evaluation Criteria ITN: Purchasing Card Services ITN No. 07-973-120-V Page 12 of 15
Work?
2) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the User Administration & Access requirements? _____ Consider in your evaluation the following points:
Does the Respondent demonstrate how their Solution allows Purchasing Card Administrators to manage Users of the Solution autonomously, with minimal intervention required by the Contractor?
Does the Respondent demonstrate that their Solution provides Purchasing Card Administrators with the functionality to manage general user accessibility, manage role-specific accessibility, and meet the overall access security requirements in the Statement of Work?
3) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the General Card/Account Administration requirements? _____
Consider in your evaluation the following points:
Does the Respondent address the functionality of their Solution to include, but not limited to, the following features: activating and deactivating Accounts, maintaining contact information, Contact Information, Transaction & Charge Limits, Merchant Category Code Restrictions, temporary suspension of Card/Account activity, termination of a Card/Account, and other modifications to Cards/Accounts?
Does the Respondent demonstrate that their Solution can provide real time changes?
Does the Respondent clearly articulate that their Solution offers a simple and user-friendly method for Purchasing Card Administrators to manage Card/Accounts?
4) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Emergency Card/Account Administration requirements? _____
Consider in your evaluation the following points:
Does the Respondent demonstrate a flexible Solution that allows Purchasing Card Administrators the freedom to temporarily modify Transaction and Charge Limits and Merchant Category Code Restrictions applied to a Card/Account?
Does the Respondent demonstrate that their Solution allows Purchasing Card Administrators to specify a period of time that Card/Account limit and restrictions are adjusted?
Does the Respondent clearly articulate that their Solution provides the ability to rapidly issue new Card/Accounts in response to the needs of an emergency?
5) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Transaction & Charge Limits requirements? _____ Consider in your evaluation the following points:
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Does the Respondent demonstrate that they can provide a Purchasing Card with flexible Card/Account limits, providing the capability, through the Solution, to apply limits to transactions and charges to each Card/Account issued through this Contract?
Does the Respondent demonstrate that their Solution is capable of setting limits on Card/Account line of credit, charge limit per transaction, charge limit per day/month/cycle, and limit the number of transactions per day/month/cycle?
Does the Respondent demonstrate that their Solution has the ability to prohibit all cash transactions?
6) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Merchant Category Code Restriction requirements? _____
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the ability to customize Merchant Category Code Groups?
Does the Respondent demonstrate that their Solution has the ability for Merchant Category Codes to be assigned to Merchant Category Code Groups?
Does the Respondent demonstrate that their Solution has the ability to prohibit, restrict, and/or allow purchases specific to Merchant Category Code Groups for the entire Purchasing Card Program and for individual Card/Accounts?
7) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Transaction Approval requirements? _____ Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution provides the ability to mark Transactions as approved, disapproved, and disputed; and to customize the routing based on the status of the mark applied to the Transaction?
8) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Transaction Approval Workflow Management requirements? _____
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the ability to support a Transaction Approval Workflow Management system?
Does the Respondent demonstrate that their Solution has the ability allow a single User to be assigned as an Approver in multiple workflows?
Does the Respondent demonstrate that their Solution has the ability for an Approver/Group to return any Transaction to a previous Approver/Group in a designated workflow?
9) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the State Agency Accounting Entries requirements? _____
Consider in your evaluation the following points:
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Does the Respondent clearly articulate that they have a full and comprehensive understanding of the State of Florida’s requirements regarding the integration of State Agency Accounting requirements into their Solution?
Does the Respondent demonstrate their ability to modify their Solution in order to meet the State of Florida’s requirements regarding the integration of State Agency Accounting requirements into their Solution?
10) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Transaction Approval Auditing requirements? _____ Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the ability to maintain a complete audit trail of when, how, and by whom changes were made to Transactions?
Does the Respondent clearly articulate how Users auditing Transaction Workflows can report on all details surrounding Transaction Approval, including when, how, and by whom changes were made?
11) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Supporting Documentation Management requirements? _____
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the ability to attach, manipulate, and associate supporting documentation to Transactions as part of the Approval workflow?
Does the Respondent clearly articulate how Users auditing Supporting Documentation can report on all details surrounding Supporting Documentation, including when, how, and by whom changes were made?
12) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the General Program Reporting requirements? _____ Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the capability to create queries and generate reports?
Does the Respondent demonstrate that their Solution has the capability to export results of queries and reports to the required file formats?
Does the Respondent demonstrate that their Solution has the capability to save queries and generated reports as well as have saved queries run at scheduled intervals?
13) Based upon the Respondent’s description of their Solution, how would you rate the
Solution’s capabilities regarding the Custom (Ad Hoc) Program Reporting requirements? _____
Consider in your evaluation the following points:
Does the Respondent demonstrate that their Solution has the capability to create ad-hoc queries and reports?
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Does the Respondent clearly articulate the selection of data fields available to Administrators when designing ad-hoc queries and reports?
2 Cost Reply Evaluation Criteria
The Department is not evaluating a Cost Reply during the Evaluation Phase. The Department
will request a Cost Reply of Respondents during the Negotiation Phase.
Please Note: Respondents not submitting the required affirmation in lieu of a Cost Reply are
non-responsive and their replies are not eligible for evaluation.
Attachment 9: Evaluation & Selection Methodology
Invitation To Negotiate
No. 07-973-120-V
Purchasing Card Services
Evaluation & Selection Methodology ITN: Purchasing Card Services ITN No. 07-973-120-V Page 1 of 5
1 Reply Evaluation The Department will evaluate responsive replies to this ITN to establish a competitive range of
replies reasonably susceptible of award. Only Respondents whose replies are determined to be
in the competitive range are eligible to be invited to the Negotiation Phase of this ITN.
At any time prior to award, the Department may request additional information necessary to
determine that a vendor is responsible. If such information is required, Respondents will be
notified of what information is needed and will be given five (5) Business Days to provide it.
1.1 Technical Reply Evaluation
The Respondent’s Technical Reply to the questions presented in Attachment 6 will be evaluated
by an Evaluation Team established for this ITN. The Evaluation Team will use the scoring
guidelines provided in Table 1-1 to assign numerical scores to each Technical Reply.
Numerical Score
Evaluation Word
Description
5 Superior Reply exhaustively addresses the evaluation criterion or demonstrates extraordinary experience related to the criterion
4 Excellent Reply extensively addresses the evaluation criterion or demonstrates exceptional experience related to the criterion
3 Acceptable Reply adequately addresses the evaluation criterion or demonstrates sufficient experience related to the criterion
2 Fair Reply minimally addresses the evaluation criterion or demonstrates nominal experience related to the criterion
1 Poor Reply inadequately addresses the evaluation criterion or demonstrates limited experience related to the criterion
0 Missing Reply does not address the evaluation criterion or does not demonstrate experience related to the criterion
Table 1-1: Evaluation Scores
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1.1.1 Evaluation Team Composition
The Department will establish an Evaluation Team with expertise in two main areas to evaluate
replies to this ITN. The Technical Reply Tabs submitted by the Respondent will be evaluated as
follows:
1. Tab G will be evaluated by three (3) evaluators with expertise in Information Technology.
2. Tab(s) D, F, H, I, and J will be evaluated by five (5) evaluators with expertise in Business
Operations.
3. Tab(s) B, C, E, and K will be evaluated by all eight (8) of the evaluators.
1.1.2 Evaluation Team Scoring
For each Respondent, each evaluator will assign a numerical score (Assigned Score) ( )
from zero (0) to five (5) to each question found in the Technical Reply Evaluation Criteria
(Attachment 8) using the Evaluation Scores in Table 1-1. Using these Assigned Scores for each
Question, the Department will calculate a Final Technical Score (see 1.1.4) for each
Respondent.
1.1.3 Technical Points
The Department has assigned a total of one thousand (1000) possible Technical Points to the
questions which Respondents are to address in their Technical Reply as described in
Attachment 6. Table 1-2, details the distribution of Technical Points among the individual
questions. The Department will use the appropriate Technical Points in its calculation of the
Final Technical Score (see 1.1.4) for each Respondent.
Tab Question Subject Technical Points
B 1 Project Management 20 Points B 2 Project Management 20 Points B 3 Project Management 20 Points B 4 Project Management 20 Points B 5 Project Management 20 Points C 1 Customer Support 15 Points C 2 Customer Support 15 Points C 3 Customer Support 15 Points C 4 Customer Support 20 Points D 1 Implementation 20 Points D 2 Implementation 15 Points D 3 Implementation 20 Points D 4 Implementation 15 Points D 5 Implementation 15 Points E 1 Operation 10 Points E 2 Operation 10 Points E 3 Operation 15 Points E 4 Operation 10 Points E 5 Operation 15 Points F 1 Transition 25 Points F 2 Transition 25 Points G 1 FLAIR Data Integration 30 Points
Evaluation & Selection Methodology ITN: Purchasing Card Services ITN No. 07-973-120-V Page 3 of 5
Tab Question Subject Technical Points
G 2 FLAIR Data Integration 30 Points G 3 FLAIR Data Integration 30 Points H 1 User Training 15 Points H 2 User Training 15 Points H 3 User Training 15 Points H 4 User Training 10 Points H 5 User Training 15 Points I 1 Card Production & Issuance 25 Points I 2 Card Production & Issuance 25 Points I 3 Card Production & Issuance 25 Points J 1 Program Performance Measures & Contract Reporting 20 Points J 2 Program Performance Measures & Contract Reporting 25 Points J 3 Program Performance Measures & Contract Reporting 15 Points J 4 Program Performance Measures & Contract Reporting 20 Points K 1 Solution 25 Points K 2 Solution 25 Points K 3 Solution 25 Points K 4 Solution 25 Points K 5 Solution 25 Points K 6 Solution 25 Points K 7 Solution 25 Points K 8 Solution 25 Points K 9 Solution 25 Points K 10 Solution 25 Points K 11 Solution 25 Points K 13 Solution 25 Points
Table 1-2: Question Technical Points
1.1.4 Final Technical Scores
After the evaluation team assigns scores, the Department will calculate the Respondent’s Final
Technical Score as follows.
For each question, the Department will:
1. Use the Assigned Scores from the evaluators to calculate the median of the Assigned
Scores for the question.
2. Divide the median of the Assigned Scores for the question by the Maximum Possible Score
for the question (five) to arrive at the Assigned Percentage for the question.
3. Multiply the Assigned Percentage for the question by the available Technical Points for the
question (see Table 1-2 above) to arrive at the Points Earned per question.
Finally, the Department will sum the Points Earned per question to arrive at a Final Technical
Score for the Respondent’s Reply.
Evaluation & Selection Methodology ITN: Purchasing Card Services ITN No. 07-973-120-V Page 4 of 5
∑((
) )
.
Please Note: Where the text above can be construed to conflict with the formula above, the
formula shall control. Calculations shall be completed in Microsoft Excel 2010.
1.1.5 Public Meeting
Upon completion of the Technical Reply Evaluation, the Evaluation Team may meet in a Public
Meeting according to the Timeline of Events, section 1.8 of this ITN.
1.2 Cost Reply Evaluation
The Department is not requiring a Cost Reply during the Evaluation Phase. The Department will
request a Cost Reply of Respondents during the Negotiation Phase.
Please Note: Respondents not submitting the required affirmation in lieu of a Cost Reply are
non-responsive and their replies are not eligible for evaluation.
1.3 Competitive Range Eligibility
Respondents must achieve a Final Technical Score of at least 725 points of the possible 1000
points to be eligible for the competitive range for this ITN. Respondents failing to achieve a Final
Technical Score of at least 725 points are not eligible to be in the competitive range and will not
be invited to the Negotiation Phase of this ITN.
The final competitive range recommendation will be made by the Evaluation Team in a Public
Meeting according to the Timeline of Events (see section 1.8 of the ITN).
2 Negotiation and Selection
2.1 Negotiation
Of the Respondents which are identified by the Evaluation Team as being eligible to be in the
competitive range, the Department will initially invite those Respondents who received the three
(3) highest Final Technical Scores to the Negotiation Phase of this ITN.
2.1.1 Fewer than 3 Eligible Respondents
In the event that fewer than three (3) Respondents are eligible for the competitive range, the
Department may elect to invite those Respondents who are within the competitive range to the
Negotiation Phase of this ITN or to reject all Replies.
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2.1.2 Tie Scores
In the event of a tie (two or more (≥ 2) Respondents who are eligible to be considered in the
competitive range receive the same Final Technical Score) which results in more than three (3)
Respondents receiving the three (3) highest Final Technical Scores, the Department reserves
the right to recalculate the tying Respondents’ Final Technical Scores using the arithmetic mean
of the evaluators’ assigned scores instead of the median of the evaluators’ assigned scores in
order to break the tie.
2.1.3 Reservation of Rights during Negotiations
The Department intends to initially negotiate concurrently with the Respondents in the
competitive range who receive the three (3) highest Final Technical Scores. However, in the
event that a mutually satisfactory Contract cannot be negotiated with any of these Respondents,
the Department reserves the right to invite additional Respondents whose replies are within the
competitive range to the Negotiation Phase of this ITN or to reject all Replies.
The Department additionally reserves the right, at any time during the Negotiation Phase, to:
1. Schedule negotiation sessions with any or all Respondents, as needed.
2. Require any or all Respondents to provide additional revised written information
addressing specified topics.
3. Require any or all Respondents to provide revised Cost Replies.
4. Require any or all Respondents to provide a written Best and Final Offer.
2.2 Selection
Prior to, and during, the Negotiation Phase, the Department will develop Selection Criteria which
will assist it in determining which of the Respondents invited to the Negotiation Phase will
provide the best value of Services, Solution, and Program to the State of Florida.
When developing the Selection Criteria, the Department will be seeking the highest overall
value to the State of Florida based on factors that include, but are not limited to:
Price
Quality
Design
Workmanship
Respondents involved in negotiations will be given the opportunity to provide submissions to the
Department to demonstrate their capabilities regarding the Selection Criteria.
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