Request for Proposal
Patient Protection and
Affordable Care Act Compliance Services


Table of Contents

Request for Proposals (RFP)
Section I: Introduction
Section II: Procurement Protocol and Process
Section III: Administrative Proposal Requirements / Word Version
Section IV: Technical Proposal Requirements / Word Version
Section V: Cost Proposal Requirements / Word Version
Section VI: Evaluation and Selection Criteria
Section VII: Contract Provisions (Amended 5/4/2018)
Section VIII: Glossary of Terms
Appendix
Appendix.A: Standard Clauses for New York State Contracts
Appendix.B: Standard Clauses for All Department Contracts
Appendix.C: Third Party Connection and Data Exchange Agreement / Word Version
Appendix.C-1: Information Security Standards
Appendix.D: Participation by Minority and Women-Owned Business Enterprises: Requirements and Procedures
Appendix.D-1: Minority and Women-Owned Business Enterprises - Equal Employment Opportunity Policy Statement / Word Version
Appendix.D-2: MWBE Utilization and Reporting Responsibilities Under Article 15-A
Exhibit I
Exhibit.I.A: Proposal Submission Requirement Checklist / Word Version
Exhibit.I.B: Biographical Sketch Form / Word version
Exhibit.I.C: Freedom of Information Law - Request for Redaction Chart / Word Version
Exhibit.I.D: MacBride Statement and Non-Collusive Bidding Certification / Word Version
Exhibit.I.E: ST-220-CA / Word Version
Exhibit.I.F: ST-220-TD
Exhibit.I.G: Intentionally Left Blank
Exhibit.I.H: Debriefing Guidelines
Exhibit.I.IA: State Consultant Services - Contractor's Planned Employment
Exhibit.I.IB: State Consultant Services - Contractor's Annual Employment Report
Exhibit.I.J: Notice of Bidding Intention Form / Word version
Exhibit.I.J.1: M/WBE Subcontracting Posting Request Form / Word version
Exhibit.I.K: Offerors Affirmation of Understanding & Agreement / Word Version
Exhibit.I.L: Procurement Lobbying Policy
Exhibit.I.M: Compliance with Public Officers Law Requirements / Word Version
Exhibit.I.N: Compliance with Americans with Disabilities Act / Word Version
Exhibit.I.O: MWBE Utilization Plan (Form MWBE-100)
Exhibit.I.P: Offeror's Certification of Compliance Pursuant to State Finance Law §139-k / Word Version
Exhibit.I.Q: Intentionally Left Blank
Exhibit.I.R: Questions Template / Word Version
Exhibit.I.S: Formal Offer Letter / Word Version
Exhibit.I.T: Offeror Attestations Form / Word version
Exhibit.I.U.1: Key Subcontractors or Affiliates / Word Version
Exhibit.I.U.2: NYS Supplier and Subcontractor / Word Version
Exhibit.I.V: Intentionally Left Blank
Exhibit.I.W: Compliance with NYS Workers' Compensation Law
Exhibit.I.X: Extraneous Terms Template / Word Version
Exhibit II
Exhibit II.A: Payroll File / Excel Version
Exhibit II.B: Enrollment File / Excel Version
Exhibit II.C: Employment Status File / Excel Version
Exhibit II.D: Offer of Coverage File / Excel Version
Exhibit II.E: Credited Leave File / Excel Version
Exhibit II.F: NYSHIP Enrollment / Excel Version
Exhibit II.G: Full-Time Counts by Month / Excel Version
Exhibit III
Exhibit III.A: Workforce Analytics Fee / Excel Version
Exhibit III.B: Statutory IRS Reporting Fee / Excel Version
Exhibit IV
Exhibit IV.A: Diversity Practices Scoring Matrix / Excel Version
Exhibit IV.B: Diversity Practices Questionnaire / Word Version

M/WBE Subcontracting

Long Island Financial Management Services (LIFMS) (Added 5/7/2018)

Offices of Certified Public Accounts
Accounting/Financial: Bookkeeping, Billing and Invoicing, Budgeting, Payroll, Taxes, etc., Microcomputer
Business Consulting
Finance and Economics Consulting
Accounting Services (Not Otherwise Classified)
Auditing
Certified Public Accountant (CPA) Services
Financial Services (Not Otherwise Classified)

 

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