Current through Register Vol. 48, No. 38, September 20, 2024
a)
Application
Competitive sealed bidding is the required method of source
selection, except as allowed by the Code and this Part. The provisions of this
Section apply to every procurement required to be conducted by competitive
sealed bidding.
b)
Invitation for Bids (IFB)
1) Use. The IFB is
used to initiate a competitive sealed bid procurement.
2) Content. The IFB shall include, at a
minimum, the following:
A) instructions and
information to bidders concerning the bid submission requirements, including
the time and date set for receipt of bids, the address of the office to which
bids are to be delivered, the maximum time for bid acceptance by the State, and
any other special information;
B)
the purchase description, evaluation factors, delivery or performance schedule,
and inspection and acceptance requirements not included in the purchase
description; and
C) the contract
terms and conditions, including warranty and bonding or other security
requirements, as applicable.
3) Incorporation by Reference. The IFB may
incorporate documents by reference provided that the IFB specifies where those
documents can be obtained.
c) Bidding Time
Bidding time is the period of time between the date of notice
or distribution of the IFB and the time and date set for receipt of bids. In
each case, bidding time will be set to provide bidders a reasonable time to
prepare their bids. A minimum of 14 days shall be provided unless a shorter
time is authorized by the Code or this Part.
d) Bidder Submissions
1) Bid Form. The IFB may provide a form that
shall include space in which the bid price shall be inserted and that the
bidder shall sign and submit along with all other necessary
submissions.
2) Bid Samples and
Descriptive Literature.
A) Bid samples or
descriptive literature may be required when necessary to evaluate required
characteristics of the items bid.
B) Unsolicited bid samples or descriptive
literature is submitted at the bidder's risk, may not be examined or tested,
will not be deemed to vary any of the provisions of the IFB, and may not be
utilized by the vendor to contest a decision or understanding with the
State.
e)
Public Notice
1) Publication. Every
procurement for supplies and services in excess of the small purchase limit
that must be procured using an IFB shall be publicized in the next available
issue of the Bulletin.
2) Public
Availability. A copy of the IFB shall be made available for public
inspection.
f) Pre-Bid
Conference
1) A pre-bid conference may be
conducted to enhance understanding of the procurement requirements.
2) The pre-bid conference shall be announced
as a part of the IFB notice.
3) The
conference may be designated as "attendance mandatory" or "attendance
optional".
4) The conference should
be held long enough after the IFB has been issued to allow bidders to become
familiar with it, but sufficiently before bid opening to allow consideration of
the conference results in preparing their bids.
5) Nothing stated at the pre-bid conference
shall change the IFB unless a change is made by written amendment to the
IFB.
6) Amendments shall be
supplied to all those prospective bidders known to have received an
IFB.
7) If the conference is
mandatory, the amendment shall be supplied to attendees only.
g) Amendments to Invitations for
Bids
1) Form. Amendments to IFBs shall be
clearly identified, shall reference the portion of the IFB they amend and shall
be publicized in the next available issue of the Bulletin.
2) Timeliness. Amendments shall be made
available within a reasonable time to allow prospective bidders to consider
them in preparing their bids. If the time and date set for receipt of bids will
not permit such consideration, the amendment shall extend the response time. If
necessary, the response time may be extended by publication in the next
available issue of the Bulletin.
h) Pre-Opening Modification or Withdrawal of
Bids
1) Procedure. Bids may be modified or
withdrawn by written notice received in the office designated in the IFB prior
to the time and date set for bid opening. A fax modification or withdrawal, or
withdrawal received by telephone prior to the time and date set for bid
opening, will be effective if followed in writing.
2) Records. All documents relating to the
modification or withdrawal of bids shall be made a part of the appropriate
procurement file.
i)
Receipt, Opening and Recording of Bids
1)
Receipt. Upon its receipt, each bid and modification shall be time-stamped but
not opened and shall be stored in a secure place until the time and date set
for bid opening. If a bid is opened in error, the file shall so
state.
2) Opening and Recording
A) Bids and modifications shall be opened
publicly at the time, date, and place designated in the IFB. Opening shall be
witnessed by a State employee or any other person present, but the person
opening bids shall not serve as witness. The name of each bidder, the bid
price, and such other information as is deemed appropriate by the Procurement
Officer shall be recorded and the name of each bidder read aloud or otherwise
made available. The names of witnesses shall also be recorded at the
opening.
B) The winning bid shall
be available for public inspection after award, along with the record of each
unsuccessful bid.
3)
Confidential Data. The Procurement Officer shall examine the bids to determine
the validity of any requests for nondisclosure of trade secrets and other
proprietary data identified in writing. If the parties do not agree as to the
disclosure of data or other information, the bid shall be rejected as
nonresponsive.
j) Bid
Evaluation and Award
1) General. The contract
is to be awarded to the lowest responsible and responsive bidder whose bid
meets the requirements and criteria set forth in the IFB, except as permitted
in the Code and this Part. The IFB shall set forth the requirements and
criteria that will be used to determine the lowest responsive bidder. No bid
shall be evaluated for any requirements or criteria that are not disclosed in
the IFB.
2) Responsibility.
Responsibility of prospective vendors is covered by Section
1120.2046(Responsibility)
of this Part.
3) Responsiveness. A
bid must conform in all material respects to the IFB.
A) Product or Service Acceptability. The IFB
shall set forth any evaluation criteria to be used in determining product or
service acceptability. It may require the submission of bid samples,
descriptive literature, technical data, references, licenses, or other
information or material. It may also provide for accomplishing any of the
following prior to award:
i) inspection or
testing of a product or service prior to award for such characteristics as
quality or workmanship;
ii)
examination of such elements as appearance, finish, taste or feel;
iii) other examinations to determine whether
the product or service conforms with any other purchase description
requirements.
B) The
acceptability evaluation is not conducted for the purpose of determining
whether one bidder's product or service capability is superior to another, but
only to determine that a bidder's offering is acceptable as set forth in the
IFB. Any bidder's offering that does not meet the acceptability requirements
shall be rejected.
4)
Determination of Lowest Bidder. Following determination of product or service
acceptability as set forth in this subsection (j), bids will be evaluated to
determine which bidder offers the lowest cost to the State in accordance with
the evaluation criteria set forth in the IFB. Only objectively measurable
criteria that are set forth in the IFB shall be applied in determining the
lowest bidder. Examples of objectively measurable criteria include, but are not
limited to, transportation cost and ownership or life-cycle cost formulas.
Evaluation factors need not be precise predictors of actual future costs, but
to the extent possible evaluation factors shall be reasonable estimates based
upon information the IOC has available concerning future use and shall treat
all bids equitably. Pricing for optional supplies or services, or for renewal
terms, may not be considered, particularly when the pricing for the items or
terms is unbalanced when compared to other pricing in the bid.
5) Price Negotiation. This Section permits
negotiations with the low bidder to obtain a lower price for the item
bid.
k) Documentation of
Award
Following award, a record showing the successful bidder shall
be made a part of the procurement file.
l) Award to Other Than Low Bidder
1) The CPO may award to other than the lowest
responsible and responsive bidder upon a written determination that award to
another bidder is in the State's best interest. The written explanation must be
published in the appropriate volume of the Procurement Bulletin.
2) The name of the bidder selected, pricing,
and the reasons for selecting this bidder instead of the low bidder must be
published in the appropriate volume of the Bulletin.
3) The explanation must include:
A) a description of the needs of
IOC;
B) a determination that the
anticipated cost will be fair and reasonable;
C) a listing of all reasonable and responsive
bidders; and
D) the name of the
bidder selected, the pricing and the reasons for selecting that
bidder.
4) The
explanation shall be filed with the Legislative Audit Commission and the IOC
PPB.
m) Publicizing
Award
1) The successful bidder shall be
notified of award and the notification may be in the form of a letter, purchase
order or other clear communication.
2) In procurements over the small purchase
limit set in Section
1120.2020, notice
of award shall be published in the next available issue of the
Bulletin.