Attachment B – Mandatory Proposer Qualifications Attachment E – Subcontractor Information Attachment F – DOA-3027 Designation of Confidential and Proprietary Information Attachment G – DOA-3261 Request for Proposal Attachment H – DOA-3477 Vendor Information Attachment I – DOA-3478 Vendor References Current Form W-9 Request for Taxpayer Identification Number and Certification (from the Department of the Treasury, Internal Revenue Service: ) TAB 2 Response to Sections 6 (GENERAL QUESTIONNARE) and 7 (THIRD PARTY ADMINISTRATIVE SERVICES QUESTIONNAIRE) Provide a point-by-point response to each and every statement in Section 6 and Section 7. The response must follow the same numbering system, use the same headings, and address each point or sub-point. TAB 3 Assumptions and Exceptions All assumptions and exceptions must be included in this tab. Any assumption or exception made by the Proposer but not included in this tab will be invalid. Assumptions or Exceptions to this RFP Exceptions to the Contract Terms and Conditions may be considered during Contract negotiations if it is beneficial to ETF. If Proposer does not provide assumptions or exceptions in this tab to the terms and conditions specified in Section 9 Contract Terms and Conditions, Proposer’s assumptions or exceptions may not be discussed or considered during Contract negotiations. ETF will not accept Proposer’s standard contract or agreement in lieu of assumptions or exceptions. ETF will determine any changes to the Contract Terms and Conditions. If the Proposer has no assumptions or exceptions to the Contract Terms and Conditions, provide a statement in Tab 3 to that effect. Provide a succinct explanation for each assumption and exception as well as a reference to the exhibit, appendix, attachment, and/or section of this RFP to which the assumption or exception applies. Clearly label each assumption and exception, restate the original RFP language, state Proposer’s assumption or exception to the RFP language with one of the following labels: Standard Terms and Conditions Exception RFP Assumption RFP Exception Assumptions or Exceptions to Attachment C Cost Proposal
Additional Services will only be implemented or delivered at the Department’s request. Their inclusion in the Contract is not a guarantee, either stated or implied, of the demand for the services. The Department is not obligated to implement or utilize any of the Additional Services listed on the Cost Proposal. Throughout the term of the Contract, the Department retains full control and flexibility with regard to the types, quantities, and timing of any Additional Service. Additional Services provided on the Cost Proposal may not be dependent on implementation or delivery of any Service in this RFP. This section is NOT scored. (0 points) The Department will execute a State of Wisconsin contract with awarded Contractor. A pro forma contract is located in Exhibit 1 (2 Pages). The Contract and any subsequent renewal(s) will incorporate all terms and conditions in this Section 9 including the following documents: Exhibit 2 - Standard Terms and Conditions (DOA-3054) (3 Pages); Exhibit 3 - Supplemental Standard Terms and Conditions for Procurement for Services (DOA-3681) (1 Page); and, Exhibit 4 – Department Terms and Conditions (10 Pages). The Department is acting as an agent of the Board in carrying out any directives or decisions relating to this RFP, Contract and subsequent awards. All references to the “Department”, “ETF”, “State of Wisconsin”, “State” or “Board” in any term, condition, or specification shall have the same authority as one entity. The Department is the sole point of contact for Board contracting. Invoices must be itemized by cost categories of expenses actually incurred. Invoices shall include the purchase order number when issued. Invoices will be submitted in accordance with ETF direction. ETF anticipates invoices will be received monthly. The following documents must be completed and submitted with the Proposer’s Proposal in accordance with the instructions given in Section 2.4 Proposal Organization and Format: Attachment A – Proposer Checklist Attachment B – Mandatory Proposer Qualifications Attachment C – Cost Proposal Attachment D – Financial Compliance Attachment E – Subcontractor Information
Attachment F – DOA-3027 Designation of Confidential and Proprietary Information Attachment G – DOA-3261 Request for Proposal Attachment H – DOA-3477 Vendor Information Attachment I – DOA-3478 Vendor References Current Form W-9 Request for Taxpayer Identification Number and Certification (from the Department of the Treasury, Internal Revenue Service: )