STATE OF NEW YORK

[Pages:88]STATE OF NEW YORK Department of Taxation and Finance

Invitation For Bids # 12-03 Secured Delivery, Storage and Pick-up Services

IFB Issue Date: May 4, 2012 Bid Due Date: June 6, 2012

By 2:00 PM EST

New York State Department of Taxation and Finance Invitation For Bids #12-03

Secured Delivery, Storage and Pick-up Services

TABLE OF CONTENTS SCHEDULE OF EVENTS ........................................................................................................4 PREFACE ..................................................................................................................................5 I. INTRODUCTION ............................................................................................................9 II. CONTRACT/CONTRACT TERM...................................................................................9 III. CONTRACTOR'S RESPONSIBILITIES.......................................................................10 IV. DEPARTMENT'S RESPONSIBILITIES.......................................................................11 V. MANDATORY REQUIREMENTS (P/F) ......................................................................12 VI. FEES AND PAYMENT ..................................................................................................13 VII. CONTRACT NEGOTIATIONS ....................................................................................14 VIII COST PROPOSAL REQUIREMENTS ........................................................................14 IX. PROPOSAL CONDITIONS AND ADMINISTRATIVE REQUIREMENTS...............15 X. SUBMISSION OF BID PROPOSAL ..............................................................................27 XI.BID EVALUATION ..........................................................................................................27 APPENDIX A ..........................................................................................................................29 Exhibit A - Bid Protest Policy .................................................................................................36 Exhibit B (1) - (ST-220-TD)....................................................................................................39 Exhibit B (2) - (ST-220-CA)....................................................................................................43 Exhibit C ? Preliminary Contract ............................................................................................45 Attachment A - Offerer Understanding of, and Compliance with, Procurement Lobbying

Guidelines ........................................................................................................................68 Attachment B ? Designation of Prime Contact........................................................................69 Attachment C ? Offerer Disclosure of Prior Non-Responsibility Determinations ..................70 Attachment D ? Offerer Certification of Compliance with State Law 139-k(5) .....................73 Attachment E ? MacBride Fair Employment Principles Form................................................74 Attachment F ? Vendor Responsibility Response Form..........................................................75 Attachment G - DTF-202 ? Agreement to Adhere to the Secrecy Provisions of the Tax Law

and the Internal Revenue Code ........................................................................................76 Attachment H ? Public Officer's Law .....................................................................................77 Attachment I ? Staffing Plan....................................................................................................78 Attachment J ? MWBE EEO Policy Statement .......................................................................80 Attachment K ? Work Force Employment Utilization Form ..................................................82 Attachment 1 ? Pricing Proposal .............................................................................................84

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New York State Department of Taxation and Finance Invitation For Bids #12-03

Secured Delivery, Storage and Pick-up Services Attachment 2 ? Licensing Response Form ..............................................................................85 Attachment 3 ? Mandatory Experience and Reference Form..................................................86 Attachment 4 ? Insurance Response Form ..............................................................................87 Attachment 5 ? Bidder Attestation Form.................................................................................88

Page 3 of 88

PREFACE

Bid Timetable

New York State Department of Taxation and Finance Invitation For Bids #12-03

Secured Delivery, Storage and Pick-up Services

SCHEDULE OF EVENTS

Date May 4, 2012

Event IFB Issued

May 16, 2012 By *2:00 P.M. EST*

Deadline for Submission of "Offerer Understanding of, and Compliance with,

Procurement Lobbying Guidelines"

And

Deadline for Submission of Written Questions and Requests for Clarification(s)

May 23, 2012

Issuance of Department Responses to Written Questions and Requests for Clarification(s)

NOTE: This IFB, including any amendments, and DTF written responses to bidder questions are the only official DTF record bidders should

use in preparing a bid proposal.

June 6, 2012By *2:00 P.M. EST*

Final Date for Receipt of Bidder Proposals

June 7, 2012 June 15, 2012

Bid Opening Date

Tentative Notification of Intent to Award Contract

July 13, 2012

September 3, 2012

Signed Contract Received by DTF from Vendor Services Anticipated to Begin

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PREFACE

New York State Department of Taxation and Finance Invitation For Bids #12-03

Secured Delivery, Storage and Pick-up Services

Definitions (A) "AG" ? shall mean the Attorney General of the State of New York or his/her designee. (B) "Agency Representative" - shall mean the authorized representative(s) of DTF identified in the contract entered into under this IFB. (C) "Agreement" ? shall mean the contract resulting from this IFB. (D) "Business Day" ? shall mean Monday - Friday, with the exception of Federal or State holidays. (E) "Contractor" ? shall mean ................
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