THE COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ADMINISTRATION AND FINANCE DIVISION OF CAPITAL ASSET MANAGEMENT AND MAINTENANCE ONE ASHBURTON PLACE 15TH FLOOR BOSTON, MA 02108 Request for Response (RFR) Commonwealth of Massachusetts Energy Intelligence System COMMBUYS Bid#: Agency Document Number: DCP2127E AD1 UNSPC Code: 2.12.2021 Please Note: This is a single document associated with a complete Bid (also referred to as Solicitation) that can be found on COMMBUYS (www.COMMBUYS.com). All Bidders are responsible for reviewing and adhering to all information, forms and requirements for the entire Bid, which are all incorporated into the Bid. Bidders may also contact the COMMBUYS Helpdesk at [email protected] or the COMMBUYS Helpline at 1-888-MA-STATE. The Helpline is staffed from 8:00 AM to 5:00 PM Monday through Friday Eastern Standard or Daylight time, as applicable, except on federal, state and Suffolk county holidays. Document Sensitivity Level: High during development; Low once published. Revised: December 23, 2014 1 RFR INTRODUCTION AND GENERAL DESCRIPTION ....................................................... 1 1.1 Procurement Scope and Description ....................................................................................... 1 1.2 Background Information ........................................................................................................ 1 1.3 Applicable Procurement Law ................................................................................................. 2 1.4 Number of Awards .................................................................................................................. 2 1.5 Eligible Entities ....................................................................................................................... 2 Any contract resulting from this Bid will be open for use by DCAMM at facilities under the care and control of DCAMM, Department of Corrections, Executive Office of the Trial Courts, and the Department of Higher Education (including UMass). ...................................................................... 3 1.6 Acquisition Method(s) ............................................................................................................. 3 1.7 Performance and Payment Time Frames Which Continue Beyond Duration of the Contract. 3 1.8 Contract Duration................................................................................................................... 3 1.9 Estimated Value of the Contract ............................................................................................. 4 1.10 Procurement Contact .............................................................................................................. 4 ESTIMATED PROCUREMENT CALENDAR ............................................................................... 5 1.11 Written questions via the Bid Q&A on COMMBUYS ............................................................ 6 1.12 Locating Bid Q&A .................................................................................................................. 6 1.13 Amendment Deadline .............................................................................................................. 7 1.14 Bidders’ Conference (via Webinar) ......................................................................................... 7 1.15 Interviews - Oral Presentations/Product Demonstrations ....................................................... 7 2 SPECIFICATIONS AND ADDITIONAL TERMS .................................................................... 8 2.1 SCOPE OF WORK................................................................................................................. 8 2.2 Requirements at Contract or engagement termination ................................................. 24 2.3 Executive Order 515, Establishing an Environmental Purchasing Policy .................. 24 2.4 Environmental plan .............................................................................................................. 24 2.5 License Agreements and Service Agreements ....................................................................... 25 2.6 Contract Compensation Structure/Pricing ............................................................................ 25 2.6.1 Labor rates or project based compensation............................................................................. 26 2.6.2 Travel expenses and all other expenses .................................................................................. 26 3 OTHER TERMS ...................................................................................................................... 26 3.1 Continued qualification based on performance ..................................................................... 26 3.2 Reporting .............................................................................................................................. 26 3.3 Security and confidentiality .................................................................................................. 26 3.4 Contract Management (Contractor’s interface with Commonwealth’s Contract Manager).. 27 Table of Contents Page i Document Sensitivity Level: High during development; Low once published. 4 AUDIT ..................................................................................................................................... 28 5 EVALUATION CRITERIA ..................................................................................................... 29 5.1 Evaluation Components ........................................................................................................ 29 5.1.1 Financial stability including bankruptcy, litigation and contract defaults .................................. 30 5.1.2 References and reference information and/or requirements ..................................................... 30 5.1.3 Employee requirements ........................................................................................................ 30 5.2 Mandatory requirements ...................................................................................................... 31 6 HOW TO SUBMIT A QUOTE ................................................................................................ 32 6.1 Quote Submission Method .................................................................................................... 32 6.2 COMMBUYS Quote Submission Training and Instructions ................................................. 32 6.3 Special Instructions regarding Bid Item ................................................................................ 32 6.4 COMMBUYS Support .......................................................................................................... 32 6.5 Bid Opening Date/Time ........................................................................................................ 33 6.6 Quote Contents ..................................................................................................................... 33 6.6.1 RFR Submission Checklist ................................................................................................... 33 6.6.2 Electronic Signatures ........................................................................................................... 33 6.6.3 Ink Signatures ..................................................................................................................... 33 6.7 Limits and Restrictions ......................................................................................................... 34 6.7.1 File Naming Conventions ..................................................................................................... 34 6.7.2 File Size Limits ................................................................................................................... 35 6.7.3 File Format Restrictions ....................................................................................................... 35 6.7.4 Documents and items that cannot be submitted electronically ................................................. 35 6.8 Withdrawing a Quote............................................................................................................ 35 6.8.1 Prior to Bid Opening Date/Time ........................................................................................... 35 6.8.2 After Bid Opening Date/Time ............................................................................................... 35 6.9 Additional Quote Terms ....................................................................................................... 35 6.9.1 Prohibition regarding contract terms ..................................................................................... 35 6.9.2 .............................................................................................................................................. 36 6.9.3 Supplier Diversity Plan (formerly Affirmative Market Plan) (minimum of 10% weight) ........... 36 6.9.4 Financial stability including DUNS Reports, bankruptcy, litigation and contract defaults.......... 36 6.9.5 Samples for evaluation ......................................................................................................... 36 7 APPENDIX 1 – REQUIRED TERMS FOR ALL RFRS .......................................................... 37 7.1 General Procurement Information.......................................................................................